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Previous: TRITON PCS INC, 10-Q, EX-27, 2000-08-10 |
Next: ESPERION THERAPEUTICS INC/MI, 424B4, 2000-08-10 |
<TABLE>
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
AMERICA ONLINE INC DEL COM 02364J104 10405 197253 SH SOLE 152100 45153
AMERICAN FILM TECH NEW COM 026038307 8 100000 SH SOLE 100000
CADENCE DESIGN SYS COM 127387108 3304 162152 SH SOLE 150000 12152
CISCO SYSTEM INC COM 17275R102 70136 1103420 SH SOLE 514200 589220
CLEAR CHANNEL COMMUNICATION COM 184502102 240 3200 SH SOLE 3200
DELL COMPUTER CORP COM 247025109 13489 273545 SH SOLE 201500 72045
E M C CORP MASS COM 268648102 44196 574436 SH SOLE 284200 290236
GENERAL ELECTRIC CO COM 369604103 8794 165926 SH SOLE 79800 87326
HARLEY DAVIDSON COM 412822108 213 5540 SH SOLE 5540
INTEL CORP COM 458140100 33573 251131 SH SOLE 122100 129031
JDS UNIPHASE CORPORATION COM 46612J101 332 2770 SH SOLE 2770
KOHLS CORP COM 500255104 8876 159566 SH SOLE 125500 34066
LUCENT TECHNOLOGIES INC COM 549463107 20233 341484 SH SOLE 201600 139884
MICROSOFT CP WASH COM 594918104 17040 213006 SH SOLE 122475 91031
NETSMART TECHNOLOGIES INC COM 64114W306 103 19766 SH SOLE 19766
NOKIA CORP SPON ADR COM 654902204 23760 475790 SH SOLE 247600 229390
NORTEL NETWORKS CORP COM 656568102 6289 92152 SH SOLE 70000 22152
ORACLE CORP COM 68389X105 544 6475 SH SOLE 6475
PARAMETRIC TECH CORP COM 699173100 2152 195596 SH SOLE 190000 5596
PMC SIERRA INC COM 69344F106 14909 83907 SH SOLE 38655 45252
SANMINA CORP COM 800907107 5691 66560 SH SOLE 42300 24260
SCHWAB CHARLS CP NEW COM 808513105 5055 150342 SH SOLE 76500 73842
SDL, INC COM 784076101 12962 45450 SH SOLE 26150 19550
SNAP ON INC COM 833034101 276 10361 SH SOLE 10361
SOLECTRON COM 834182107 18135 433085 SH SOLE 303750 130335
SUN MICROSYSTEMS COM 866810104 26173 287813 SH SOLE 103100 184713
TELLABS INC DEL COM 879664100 22177 324045 SH SOLE 212500 111545
TEXAS INSTRUMENTS INC COM 882508104 4700 68428 SH SOLE 6000 62428
TYCO COM 902124106 407 8600 SH SOLE 8600
VITESSE SEMICONDUCTOR CP COM 928497106 12587 171107 SH SOLE 55575 116032
VODAFONE AIRTOUCH PUBLIC LTD COM 92857T107 7089 171081 SH SOLE 125000 46081
WALGREEN COMPANY COM 931422109 206 6411 SH SOLE 6411
WORLDCOM INC COM 55268B106 2855 62225 SH SOLE 61500 725
</TABLE>
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