UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: September 30, 2000
Check here if Amendment [ ]; Amendment Number:
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Pequot Capital Management, Inc.
Address: 500 Nyala Farm Road
Westport, CT 06880
Form 13F File Number: 28-04495
The institutional investment manager filing this report and the person by
whom it is signed hereby represent that the person signing the report is
authorized to submit it, that all information contained herein is true,
correct and complete, and that it is understood that all required items,
statements, schedules, lists, and tables, are considered integral parts
of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: David J. Malat
Title: Chief Accounting Officer
Phone: (203) 429-2200
Signature, Place, and Date of Signing:
/s/David J. Malat Westport, CT 11/14/00
[Signature] [City, State] [Date]
Report Type (Check only one.):
[x ] 13F HOLDINGS REPORT.
[ ] 13F NOTICE.
[ ] 13F COMBINATION REPORT.
List of Other Managers Reporting for the Manager: NONE
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 596
Form 13F Information Table Value Total: $12,764,797
List of Other Included Managers: NONE
<TABLE>
<CAPTION>
Voting
Value Shrs or Shrs/ Put/ Invest Other Authority
Name of Issuer Title of Class Cusip (x$1000) Prn Amt Prn Call Discr. Mgr Sole
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C>
1-800-Flowers.Com. . . . . . . . . . . . Common 68243q106 498 100000 Sh Sole 100000
3com Corp Com. . . . . . . . . . . . . . Common 885535104 8812 459278 Sh Sole 459278
A.C. Moore Arts & Crafts Inc . . . . . . Common 00086t103 1341 173000 Sh Sole 173000
Aastrom Biosciences Inc. . . . . . . . . Common 00253u107 262 93100 Sh Sole 93100
Abbott Labs. . . . . . . . . . . . . . . Common 002824100 81774 1719300 Sh Sole 1719300
Abgenix Inc. . . . . . . . . . . . . . . Common 00339b107 181836 2250100 Sh Sole 2250100
Acacia Research Corp Rstd C/S. . . . . . Common 003881984 507 18182 Sh Sole 18182
Access Pharmaceuticals Inc . . . . . . . Common 00431m209 1110 160000 Sh Sole 160000
Ace Ltd Usd Com. . . . . . . . . . . . . Common G0070k103 7850 200000 Sh Sole 200000
Action Performance . . . . . . . . . . . Common 004933107 516 150000 Sh Sole 150000
Active Power Inc . . . . . . . . . . . . Common 00504w100 3813 61500 Sh Sole 61500
Activision Inc New Com New . . . . . . . Common 004930202 390 26000 Sh Sole 26000
Actv Inc . . . . . . . . . . . . . . . . Common 00088e104 344 25000 Sh Sole 25000
Acuson Com . . . . . . . . . . . . . . . Common 005113105 2967 130400 Sh Sole 130400
Acx Technologies Inc.. . . . . . . . . . Common 388690109 116 54800 Sh Sole 54800
Adaptec Inc Com. . . . . . . . . . . . . Common 00651f108 18996 949800 Sh Sole 949800
Adc Telecommunications . . . . . . . . . Common 000886101 6545 243380 Sh Sole 243380
Advanced Micro Devic Es Inc Usd.01 . . . Common 007903107 8415 356200 Sh Sole 356200
Agile Software Corp. . . . . . . . . . . Common 00846x105 21045 234000 Sh Sole 234000
Agnico Eagle Mines . . . . . . . . . . . Common 008474108 1744 300000 Sh Sole 300000
Akami Technologies Inc . . . . . . . . . Common 00971t101 1838 35000 Sh Sole 35000
Akorn Inc. . . . . . . . . . . . . . . . Common 009728106 2766 250000 Sh Sole 250000
Alcatel Alsthom. . . . . . . . . . . . . Common 013904305 1250 19886 Sh Sole 19886
Allen Telecom Inc. . . . . . . . . . . . Common 018091108 847 50000 Sh Sole 50000
Alliance Semi Conductor Corp . . . . . . Common 01877h100 1278 64300 Sh Sole 64300
Alpha Beta Technology Inc. . . . . . . . Common 02071k105 0 10000 Sh Sole 10000
Altera Corp Com. . . . . . . . . . . . . Common 021441100 14764 309200 Sh Sole 309200
Alza Corp. . . . . . . . . . . . . . . . Common 022615108 2595 30000 Sh Sole 30000
America Online, Inc. . . . . . . . . . . Common 02364j104 102409 1905288 Sh Sole 1905288
American Barrick Resources Corp. . . . . Common 067901108 1525 100000 Sh Sole 100000
American Medical Systems . . . . . . . . Common 02744m108 5528 353800 Sh Sole 353800
American Pad And Paper . . . . . . . . . Common 028816106 0 18100 Sh Sole 18100
American Pwr Conversion Corp . . . . . . Common 029066107 4375 228000 Sh Sole 228000
American Superconductor Corp.. . . . . . Common 030111108 8357 170000 Sh Sole 170000
Ameritrade Holding Corp. . . . . . . . . Common 03072h109 2485 140000 Sh Sole 140000
Amgen Inc Usd.0001 Com . . . . . . . . . Common 031162100 83975 1202600 Sh Sole 1202600
Anchor Gaming. . . . . . . . . . . . . . Common 033037102 8354 105000 Sh Sole 105000
Anesta Corp. . . . . . . . . . . . . . . Common 034603100 6785 295000 Sh Sole 295000
Anglogold Ltd Spon Adr . . . . . . . . . Common 035128206 1838 100000 Sh Sole 100000
Apac Teleservices Inc. . . . . . . . . . Common 00185e106 4303 810000 Sh Sole 810000
Apex Silver Mine Ltd . . . . . . . . . . Common G04074103 5468 540000 Sh Sole 540000
Apogy Enterprises Inc. . . . . . . . . . Common 037598109 284 50000 Sh Sole 50000
Apple Computer Inc Com . . . . . . . . . Common 037833100 14235 552800 Sh Sole 552800
Applied Matls Inc Com. . . . . . . . . . Common 038222105 20593 347200 Sh Sole 347200
Applix Inc.. . . . . . . . . . . . . . . Common 038316105 716 233800 Sh Sole 233800
Aps Holding Corp . . . . . . . . . . . . Common 001937101 0 10000 Sh Sole 10000
Aradigm Corp . . . . . . . . . . . . . . Common 038505103 229 10000 Sh Sole 10000
Arch Coal. . . . . . . . . . . . . . . . Common 039380100 150 15000 Sh Sole 15000
Ariba Inc. . . . . . . . . . . . . . . . Common 04033v104 269509 1881182 Sh Sole 1881182
Arthrocare Corp. . . . . . . . . . . . . Common 043136100 2410 124000 Sh Sole 124000
Asm Lithography Holdings Nv. . . . . . . Common N07059111 14967 463200 Sh Sole 463200
Astropower . . . . . . . . . . . . . . . Common 04644a101 7093 179000 Sh Sole 179000
At&T Liberty Media Grp Cl.A. . . . . . . Common 001957208 78428 4357100 Sh Sole 4357100
Atmel Corp Com . . . . . . . . . . . . . Common 049513104 1251 82400 Sh Sole 82400
Atrix Labs Inc Com . . . . . . . . . . . Common 04962l101 4680 320000 Sh Sole 320000
Audio Codes Ltd. . . . . . . . . . . . . Common M15342104 12343 145000 Sh Sole 145000
Auspex Systems Inc Rstd Common Stock . . Common 052116993 2487 251178 Sh Sole 251178
Avax Technologies. . . . . . . . . . . . Common 053495305 2107 269663 Sh Sole 269663
Aviation Sales . . . . . . . . . . . . . Common 053672101 131 25000 Sh Sole 25000
Avigen Inc . . . . . . . . . . . . . . . Common 053690103 1590 40000 Sh Sole 40000
Battery Technologies Inc . . . . . . . . Common 07132t102 92 152800 Sh Sole 152800
Baxter International Inc Usd1 Com . . . Common 071813109 51123 640540 Sh Sole 640540
Bel Fuse Inc . . . . . . . . . . . . . . Common 077347300 385 10000 Sh Sole 10000
Bellsouth Corp.. . . . . . . . . . . . . Common 079860102 49866 1238900 Sh Sole 1238900
Bergen Brunswig Corp . . . . . . . . . . Common 083739102 11954 1022800 Sh Sole 1022800
Beverly Enterprises Inc. . . . . . . . . Common 087851309 1188 200000 Sh Sole 200000
Biogen N V Com . . . . . . . . . . . . . Common 090597105 854 14000 Sh Sole 14000
Bioject Medical Technologies Inc . . . . Common 09059t107 544 100000 Sh Sole 100000
Biopure Corp . . . . . . . . . . . . . . Common 09065h105 854 47300 Sh Sole 47300
Biotech Holders Trust. . . . . . . . . . Common 09067d201 51132 262300 Sh Sole 262300
Biovail Corp Intn'l. . . . . . . . . . . Common 09067j109 15945 195800 Sh Sole 195800
Bkf Capital Group. . . . . . . . . . . . Common 05548g102 439 22500 Sh Sole 22500
Blockbuster Inc. . . . . . . . . . . . . Common 093679108 14572 1653600 Sh Sole 1653600
Bnox Inc Com Rstd. . . . . . . . . . . . Common 239998909 115 57500 Sh Sole 57500
Boston Beer Company. . . . . . . . . . . Common 100557107 3196 355100 Sh Sole 355100
Boston Properites Inc. . . . . . . . . . Common 101121101 14277 332500 Sh Sole 332500
Braun Consulting . . . . . . . . . . . . Common 105651103 1080 54500 Sh Sole 54500
Britesmile Inc . . . . . . . . . . . . . Common 110415106 168 20000 Sh Sole 20000
Britesmile, Inc Rest C/S . . . . . . . . Common 110415981 22333 3333333 Sh Sole 3333333
Broadband Holders Trust. . . . . . . . . Common 11130p104 4925 62200 Sh Sole 62200
Broadcom Corp. . . . . . . . . . . . . . Common 111320107 66763 273900 Sh Sole 273900
Broadcom Corp Com Rstd . . . . . . . . . Common 111320982 222 1402 Sh Sole 1402
Brocade Comm Systems . . . . . . . . . . Common 111621108 349728 1481900 Sh Sole 1481900
Burlington Coat Factory Whse Corp. . . . Common 121579106 1020 71280 Sh Sole 71280
Burlington Resources Inc . . . . . . . . Common 122014103 52381 1422900 Sh Sole 1422900
Buy.Com. . . . . . . . . . . . . . . . . Common 124269101 70 25000 Sh Sole 25000
Cablevision Systems Corp . . . . . . . . Common 12686c109 13156 198400 Sh Sole 198400
Cadence Design Systems Inc . . . . . . . Common 127387108 4277 166500 Sh Sole 166500
Cadiz Ld Inc Com . . . . . . . . . . . . Common 127537108 1300 130000 Sh Sole 130000
Calgon Carbon Corp Com . . . . . . . . . Common 129603106 681 100000 Sh Sole 100000
Carter Wallace Inc Com . . . . . . . . . Common 146285101 7331 300000 Sh Sole 300000
Casella Waste Systems. . . . . . . . . . Common 147448104 1772 175000 Sh Sole 175000
Casino Data Systems. . . . . . . . . . . Common 147583108 945 135000 Sh Sole 135000
Celeris Corp . . . . . . . . . . . . . . Common 15100k201 23 11666 Sh Sole 11666
Cell Genesys Inc . . . . . . . . . . . . Common 150921104 5742 191400 Sh Sole 191400
Cell Pathways Inc. . . . . . . . . . . . Common 15114r101 1123 138200 Sh Sole 138200
Cellstar Corp Com. . . . . . . . . . . . Common 150925105 287 90900 Sh Sole 90900
Centex Construction Products . . . . . . Common 15231r109 1241 50000 Sh Sole 50000
Centex Corp Com. . . . . . . . . . . . . Common 152312104 8995 280000 Sh Sole 280000
Cerner Corp Com. . . . . . . . . . . . . Common 156782104 2782 59900 Sh Sole 59900
Champs Entertainment Inc . . . . . . . . Common 158787101 258 51500 Sh Sole 51500
Charter Communications . . . . . . . . . Common 16117m107 72699 4469500 Sh Sole 4469500
Check Point Software . . . . . . . . . . Common M22465104 144270 916000 Sh Sole 916000
Checkpoint Sys Inc Com . . . . . . . . . Common 162825103 265 35000 Sh Sole 35000
Chesapeake Energy Co . . . . . . . . . . Common 165167107 13275 1847000 Sh Sole 1847000
Children's Comprehensive Services Inc. . Common 16875k202 172 50000 Sh Sole 50000
China Unicom Ltd Adr . . . . . . . . . . Common 16945r104 37395 1714400 Sh Sole 1714400
Chinadotcom. . . . . . . . . . . . . . . Common G2108n109 506 38000 Sh Sole 38000
Ciena Corporation. . . . . . . . . . . . Common 171779101 339134 2761400 Sh Sole 2761400
Cisco Sys Inc Com. . . . . . . . . . . . Common 17275r102 501288 9073088 Sh Sole 9073088
Citigroup. . . . . . . . . . . . . . . . Common 172967101 34951 646500 Sh Sole 646500
Clear Channel Communications Inc.. . . . Common 184502102 12515 221500 Sh Sole 221500
Clickaction Inc. . . . . . . . . . . . . Common 18681e107 479 52500 Sh Sole 52500
Cmg Info Services. . . . . . . . . . . . Common 125750109 36537 1307800 Sh Sole 1307800
Coherent Inc.. . . . . . . . . . . . . . Common 192479103 17027 250400 Sh Sole 250400
Collateral Therapeutics. . . . . . . . . Common 193921103 1107 38250 Sh Sole 38250
Columbia Healthcare Corp . . . . . . . . Common 404119109 75026 2020900 Sh Sole 2020900
Comcast Corp Cl A Spl. . . . . . . . . . Common 200300200 96064 2346600 Sh Sole 2346600
Compumed Inc . . . . . . . . . . . . . . Common 204914402 74 125000 Sh Sole 125000
Comstock Resources . . . . . . . . . . . Common 205768203 1706 150000 Sh Sole 150000
Conceptus Inc. . . . . . . . . . . . . . Common 206016107 1825 200000 Sh Sole 200000
Concurrent Computer Corp . . . . . . . . Common 206710204 3135 165000 Sh Sole 165000
Coorstek . . . . . . . . . . . . . . . . Common 217020106 524 13700 Sh Sole 13700
Corvis Corp. . . . . . . . . . . . . . . Common 221009103 20420 334500 Sh Sole 334500
Cott Corp. . . . . . . . . . . . . . . . Common 22163n106 9253 1542200 Sh Sole 1542200
Coulter Pharmaceutical Inc . . . . . . . Common 222116105 5824 201700 Sh Sole 201700
Cox Communications . . . . . . . . . . . Common 224044107 93896 2454800 Sh Sole 2454800
Critical Path. . . . . . . . . . . . . . Common 22674v100 2817 46363 Sh Sole 46363
Crystal Systems Solutions Ltd. . . . . . Common M26763108 208 25000 Sh Sole 25000
Curagen Corporation. . . . . . . . . . . Common 23126r101 283190 5315000 Sh Sole 5315000
Cv Therapeuticals Inc. . . . . . . . . . Common 126667104 114247 1468830 Sh Sole 1468830
Cybercare Inc. . . . . . . . . . . . . . Common 23243t105 1584 249100 Sh Sole 249100
Cybercash, Inc . . . . . . . . . . . . . Common 232462101 813 250000 Sh Sole 250000
Cyberian Outpost . . . . . . . . . . . . Common 231914102 572 150000 Sh Sole 150000
Cybersource. . . . . . . . . . . . . . . Common 23251j106 1923 170000 Sh Sole 170000
Cygnus Inc . . . . . . . . . . . . . . . Common 232560102 4400 400000 Sh Sole 400000
Cytoclonal Pharmaceutical. . . . . . . . Common 23282g105 802 85000 Sh Sole 85000
Cytyc Corp . . . . . . . . . . . . . . . Common 232946103 9936 230400 Sh Sole 230400
D And K Healthcare Resources Inc.. . . . Common 232861104 322 26700 Sh Sole 26700
Dal Tile International Inc . . . . . . . Common 23426r108 2750 220000 Sh Sole 220000
Davox Corp . . . . . . . . . . . . . . . Common 239208101 193 19200 Sh Sole 19200
Dell Computer Corp Com . . . . . . . . . Common 247025109 541634 17578400 Sh Sole 17578400
Delta Omega Tech Ltd Rstd. . . . . . . . Common 247782907 8 60739 Sh Sole 60739
Deltagen . . . . . . . . . . . . . . . . Common 24783r103 3972 128400 Sh Sole 128400
Department 56 Inc. . . . . . . . . . . . Common 249509100 670 50800 Sh Sole 50800
Digital Generation Systems, Common Rstd. Common 253921910 16959 4987911 Sh Sole 4987911
Digital Island . . . . . . . . . . . . . Common 25385n101 1548 82586 Sh Sole 82586
Diversa Corp . . . . . . . . . . . . . . Common 255064107 1639 60700 Sh Sole 60700
Dr. Horton Inc . . . . . . . . . . . . . Common 23331a109 187 10900 Sh Sole 10900
Drexler Technology . . . . . . . . . . . Common 261876106 953 50000 Sh Sole 50000
Dura Pharm Inc Com . . . . . . . . . . . Common 26632s109 354 10000 Sh Sole 10000
Dusa Pharmaceuticals Inc . . . . . . . . Common 266898105 4209 136600 Sh Sole 136600
E M C Corp Mass Com. . . . . . . . . . . Common 268648102 120338 1214000 Sh Sole 1214000
E Trade Group Inc. . . . . . . . . . . . Common 269246104 690 42000 Sh Sole 42000
E Z Corp Inc Cl A. . . . . . . . . . . . Common 302301106 13 10000 Sh Sole 10000
E.Piphany. . . . . . . . . . . . . . . . Common 26881v100 1541 20000 Sh Sole 20000
Earthshell Corp. . . . . . . . . . . . . Common 27032b100 163 130000 Sh Sole 130000
Ebay Inc . . . . . . . . . . . . . . . . Common 278642103 1220 17756 Sh Sole 17756
Ebay Inc Com Rstd. . . . . . . . . . . . Common 278642996 0 36152 Sh Sole 36152
Eclipse Surgical Tec . . . . . . . . . . Common 278849104 250 62500 Sh Sole 62500
Eclipsys Corp. . . . . . . . . . . . . . Common 278856109 10944 684025 Sh Sole 684025
Ecom Inc Cs Rstd . . . . . . . . . . . . Common 27889w975 7600 2000000 Sh Sole 2000000
Ecom Rstd Ser A Conv Rstd. . . . . . . . Common 27889w983 1000 263158 Sh Sole 263158
Edwards Lifesciences . . . . . . . . . . Common 28176e108 28989 1328988 Sh Sole 1328988
Egghead Inc. . . . . . . . . . . . . . . Common 282329101 428 185000 Sh Sole 185000
Electro Brain Intl Corp. . . . . . . . . Common 285062204 0 19500 Sh Sole 19500
Electro Brain Restricted . . . . . . . . Common 285062915 0 341665 Sh Sole 341665
Electro Scientific Inds. . . . . . . . . Common 285229100 2325 66200 Sh Sole 66200
Electronics Boutique Holdings Corp . . . Common 286045109 2741 127500 Sh Sole 127500
Emcor Group Inc. . . . . . . . . . . . . Common 29084q100 19760 760000 Sh Sole 760000
Employee Solutions . . . . . . . . . . . Common 292166105 11 50000 Sh Sole 50000
Engle Homes Inc. . . . . . . . . . . . . Common 292896107 156 10000 Sh Sole 10000
Ensco International Inc. . . . . . . . . Common 26874q100 1484 38800 Sh Sole 38800
Entremed Inc . . . . . . . . . . . . . . Common 29382f103 12630 453100 Sh Sole 453100
Enzo Biochem Inc . . . . . . . . . . . . Common 294100102 1455 30000 Sh Sole 30000
Epitope Inc. . . . . . . . . . . . . . . Common 294261102 396 30000 Sh Sole 30000
Epress Scripts . . . . . . . . . . . . . Common 302182100 1821 25200 Sh Sole 25200
Esc Medical Systems. . . . . . . . . . . Common M40868107 1540 82125 Sh Sole 82125
Exabyte Corp Com . . . . . . . . . . . . Common 300615101 1181 105000 Sh Sole 105000
Exe Technologies . . . . . . . . . . . . Common 301504106 747 49800 Sh Sole 49800
Exodus Communications Inc. . . . . . . . Common 302088109 2750 55694 Sh Sole 55694
Exodus Communications Rstd Common. . . . Common 9j999m740 150 60733 Sh Sole 60733
Ezenia! Inc. . . . . . . . . . . . . . . Common 302311105 67 27600 Sh Sole 27600
F5 Networks. . . . . . . . . . . . . . . Common 315616102 425 12500 Sh Sole 12500
Falcon Drilling Company Inc. . . . . . . Common 74912e101 375 13452 Sh Sole 13452
Female Health Co . . . . . . . . . . . . Common 314462102 14 20000 Sh Sole 20000
Fibernet Telecomm. . . . . . . . . . . . Common 315653105 1736 102500 Sh Sole 102500
Fila Holdings Spa. . . . . . . . . . . . Common 316850106 119 13000 Sh Sole 13000
Filenet Corp . . . . . . . . . . . . . . Common 316869106 5711 314000 Sh Sole 314000
Finisar. . . . . . . . . . . . . . . . . Common 31787a101 58244 1204000 Sh Sole 1204000
First Team Sports. . . . . . . . . . . . Common 337157101 61 35000 Sh Sole 35000
Fossil Inc . . . . . . . . . . . . . . . Common 349882100 599 45000 Sh Sole 45000
Franco-Nevada Mining Corp Limited. . . . Common 351860101 303 30800 Sh Sole 30800
Freemarkets. . . . . . . . . . . . . . . Common 356602102 79427 1390400 Sh Sole 1390400
Fresh Del Monte Produce. . . . . . . . . Common G36738105 328 50000 Sh Sole 50000
Friede Goldman Halter. . . . . . . . . . Common 358430106 1413 200000 Sh Sole 200000
Frontline Ltd. . . . . . . . . . . . . . Common 35921r102 158 10000 Sh Sole 10000
Fsi Intl Inc Com . . . . . . . . . . . . Common 302633102 492 34500 Sh Sole 34500
Fuelcell Energy Inc. . . . . . . . . . . Common 35952h106 4234 44000 Sh Sole 44000
Futurelink Corp. C/S Rest. . . . . . . . Common 36114q976 24026 9806480 Sh Sole 9806480
Gadzoox Networks Inc . . . . . . . . . . Common 362555104 143 20000 Sh Sole 20000
Galey & Lord Inc . . . . . . . . . . . . Common 36352k103 978 244400 Sh Sole 244400
Galileo Technolgy Ltd. . . . . . . . . . Common M47298100 1715 54000 Sh Sole 54000
Garden Botanika Inc. . . . . . . . . . . Common 364854109 1 10000 Sh Sole 10000
Garden.Com, Inc. . . . . . . . . . . . . Common 365199108 1176 1297666 Sh Sole 1297666
Garden.Com, Inc. . . . . . . . . . . . . Common 365199991 28 38611 Sh Sole 38611
Gardenburger Inc . . . . . . . . . . . . Common 365476100 401 114500 Sh Sole 114500
Geltex Pharm Inc . . . . . . . . . . . . Common 368538104 7958 170000 Sh Sole 170000
Gemstar-Tv Guide International . . . . . Common 36866w106 193194 2215843 Sh Sole 2215843
Genecor Intl . . . . . . . . . . . . . . Common 368709101 11240 379400 Sh Sole 379400
Genentech Inc. . . . . . . . . . . . . . Common 368710406 74442 400900 Sh Sole 400900
General Elec Co Usd .63 Com. . . . . . . Common 369604103 977 16935 Sh Sole 16935
General Seniconductor Inc. . . . . . . . Common 370787103 609 50000 Sh Sole 50000
Gentex Corp Com. . . . . . . . . . . . . Common 371901109 2000 80000 Sh Sole 80000
Gentiva Health Services. . . . . . . . . Common 37247a102 8670 680000 Sh Sole 680000
Gentner Communications . . . . . . . . . Common 37245j105 739 60000 Sh Sole 60000
Genzyme Corp Com . . . . . . . . . . . . Common 372917104 17729 260000 Sh Sole 260000
Giga Information Group Inc . . . . . . . Common 37517m109 4012 761906 Sh Sole 761906
Gilead Sciences Inc Com. . . . . . . . . Common 375558103 205280 1871500 Sh Sole 1871500
Global Marine Inc. . . . . . . . . . . . Common 379352404 3270 105900 Sh Sole 105900
Global Telesystems Group, Inc. . . . . . Common 37936u104 18892 4140700 Sh Sole 4140700
Globalstar Telecom . . . . . . . . . . . Common G3930h104 14237 1650720 Sh Sole 1650720
Globespan Inc. . . . . . . . . . . . . . Common 379571102 116497 954891 Sh Sole 954891
Gold Fields Ltd. . . . . . . . . . . . . Common 38059t106 919 300000 Sh Sole 300000
Goto.Com Inc . . . . . . . . . . . . . . Common 38348t107 825 50000 Sh Sole 50000
Gp Strategies Corp . . . . . . . . . . . Common 36225v104 631 100000 Sh Sole 100000
Graham-Field Health Products Inc.. . . . Common 384632105 4 24000 Sh Sole 24000
Green Mountain Coffee. . . . . . . . . . Common 393122106 1670 88500 Sh Sole 88500
Guess Inc. . . . . . . . . . . . . . . . Common 401617105 1125 100000 Sh Sole 100000
Guest Supply Inc . . . . . . . . . . . . Common 401630108 4978 270000 Sh Sole 270000
Guidant Corp . . . . . . . . . . . . . . Common 401698105 536 7583 Sh Sole 7583
Gymboree Corp. . . . . . . . . . . . . . Common 403777105 544 100000 Sh Sole 100000
H Power Inc. . . . . . . . . . . . . . . Common 40427a108 4013 120000 Sh Sole 120000
Handspring . . . . . . . . . . . . . . . Common 410293104 85568 1239000 Sh Sole 1239000
Harmony Gold Mining Ltd. . . . . . . . . Common 413216300 513 100000 Sh Sole 100000
Health Care Service Group. . . . . . . . Common 421906108 4992 1011100 Sh Sole 1011100
Health Management Systems Inc. . . . . . Common 42219m100 20 10000 Sh Sole 10000
Health Mgmt Assoc Inc Cl A . . . . . . . Common 421933102 29458 1415400 Sh Sole 1415400
Healthsouth Corp . . . . . . . . . . . . Common 421924101 5082 625516 Sh Sole 625516
Heartport Inc. . . . . . . . . . . . . . Common 421969106 63 20000 Sh Sole 20000
Hemispherix Biopharmaceutical. . . . . . Common 42366c103 609 85500 Sh Sole 85500
Henry Schein . . . . . . . . . . . . . . Common 806407102 5102 255900 Sh Sole 255900
Hewlett Packard Co Usd1 Com . . . . . . Common 428236103 252 2600 Sh Sole 2600
Hibbett Sporting Gds . . . . . . . . . . Common 428565105 2727 102900 Sh Sole 102900
High Plains Corp . . . . . . . . . . . . Common 429701105 116 30000 Sh Sole 30000
Hologic Inc Com. . . . . . . . . . . . . Common 436440101 585 78700 Sh Sole 78700
Homestake Mining Co Usd Com. . . . . . . Common 437614100 1556 300000 Sh Sole 300000
Homestore.Com Inc. . . . . . . . . . . . Common 437852106 3273 70000 Sh Sole 70000
Hovanian Enterprises . . . . . . . . . . Common 442487203 201 27000 Sh Sole 27000
Huffy Corp . . . . . . . . . . . . . . . Common 444356109 420 40000 Sh Sole 40000
Human Genome Science Inc . . . . . . . . Common 444903108 5194 30000 Sh Sole 30000
Humana Inc . . . . . . . . . . . . . . . Common 444859102 2204 205000 Sh Sole 205000
I2 Technologies. . . . . . . . . . . . . Common 465754109 262636 1404000 Sh Sole 1404000
Ict Group Inc. . . . . . . . . . . . . . Common 44929y101 2138 200000 Sh Sole 200000
Icu Med Inc Com. . . . . . . . . . . . . Common 44930g107 259 10000 Sh Sole 10000
Idec Pharmaceuticals Corp. . . . . . . . Common 449370105 183689 1047500 Sh Sole 1047500
Idx Systems Corp.. . . . . . . . . . . . Common 449491109 64321 3988900 Sh Sole 3988900
Iflow Corp . . . . . . . . . . . . . . . Common 449520303 546 180000 Sh Sole 180000
Ikos Systems . . . . . . . . . . . . . . Common 451716203 1038 100000 Sh Sole 100000
Impath Inc.. . . . . . . . . . . . . . . Common 45255g101 14519 230000 Sh Sole 230000
Ims Health Inc . . . . . . . . . . . . . Common 449934108 1469 70800 Sh Sole 70800
Incyte Genomics, Inc.. . . . . . . . . . Common 45337c102 203861 4957100 Sh Sole 4957100
Informatica Corp . . . . . . . . . . . . Common 45666q102 14920 160000 Sh Sole 160000
Informix Corp Com. . . . . . . . . . . . Common 456779107 2671 647500 Sh Sole 647500
Infospace.Com Inc. . . . . . . . . . . . Common 45678t102 12221 404000 Sh Sole 404000
Infosys Technologies . . . . . . . . . . Common 456788108 1980 15000 Sh Sole 15000
Ingersoll Rand Co. . . . . . . . . . . . Common 456866102 3388 100000 Sh Sole 100000
Inktomi Corp . . . . . . . . . . . . . . Common 457277101 190380 1670000 Sh Sole 1670000
Input Output Inc.. . . . . . . . . . . . Common 457652105 963 100000 Sh Sole 100000
Insmed Inc . . . . . . . . . . . . . . . Common 457669208 217 16425 Sh Sole 16425
Insmed, Inc Rstd Common Stock. . . . . . Common 457669992 17235 1633662 Sh Sole 1633662
Inspire Pharmaceuticals. . . . . . . . . Common 457733103 4890 163000 Sh Sole 163000
Integrated Device Technology Inc . . . . Common 458118106 3774 41700 Sh Sole 41700
Integrated Silicon Solution Inc. . . . . Common 45812p107 1419 100000 Sh Sole 100000
Intel Corp Com . . . . . . . . . . . . . Common 458140100 93566 2251200 Sh Sole 2251200
Interface Inc. . . . . . . . . . . . . . Common 458665106 797 100000 Sh Sole 100000
Intertrust Technologies Corp . . . . . . Common 46113q109 7599 630000 Sh Sole 630000
Interwoven . . . . . . . . . . . . . . . Common 46114t102 7914 70000 Sh Sole 70000
Intrawave Inc. . . . . . . . . . . . . . Common 46118m103 299 40000 Sh Sole 40000
Intuitive Surgical . . . . . . . . . . . Common 46120e107 235 20000 Sh Sole 20000
Inverness Medical Tech . . . . . . . . . Common 461268104 11494 597100 Sh Sole 597100
Invivo Corp. . . . . . . . . . . . . . . Common 461858102 744 70000 Sh Sole 70000
Iomega Corp. . . . . . . . . . . . . . . Common 462030107 17800 3560000 Sh Sole 3560000
Ivax Corporation Com . . . . . . . . . . Common 465823102 1840 40000 Sh Sole 40000
Jds Uniphase Corp. . . . . . . . . . . . Common 46612j101 148858 1572100 Sh Sole 1572100
Juniper Networks . . . . . . . . . . . . Common 48203r104 415643 1898454 Sh Sole 1898454
Kana Communications. . . . . . . . . . . Common 483600102 1440 64740 Sh Sole 64740
Kaufman & Broad Home Corp Com . . . . Common 486168107 1347 50000 Sh Sole 50000
Keravision Inc . . . . . . . . . . . . . Common 492061106 457 143400 Sh Sole 143400
King Pharmaceuticals Inc . . . . . . . . Common 495582108 1270 37968 Sh Sole 37968
Kla Instrs Corp Com. . . . . . . . . . . Common 482480100 44565 1082000 Sh Sole 1082000
Knightsbridge Tankers Ltd. . . . . . . . Common G5299g106 656 30000 Sh Sole 30000
Komag Inc Com. . . . . . . . . . . . . . Common 500453105 4614 1153600 Sh Sole 1153600
Korea Telecom Corp . . . . . . . . . . . Common 50063p103 44422 1321100 Sh Sole 1321100
Lab One Inc. . . . . . . . . . . . . . . Common 50540l105 1847 197000 Sh Sole 197000
Laboratory Corporation Of America. . . . Common 50540r409 6670 55700 Sh Sole 55700
Ladish Company . . . . . . . . . . . . . Common 505754200 788 60000 Sh Sole 60000
Lam Resh Corp Com. . . . . . . . . . . . Common 512807108 8580 409800 Sh Sole 409800
Laser Technology Inc Com New . . . . . . Common 518074208 75 52500 Sh Sole 52500
Laserscope . . . . . . . . . . . . . . . Common 518081104 89 47500 Sh Sole 47500
Leap Wireless International Inc. . . . . Common 521863100 6181 98800 Sh Sole 98800
Lennar Corp. . . . . . . . . . . . . . . Common 526057104 6234 210000 Sh Sole 210000
Lernout And Hauspie Speech Products. . . Common B5628b104 2953 225000 Sh Sole 225000
Lifeline Systems Inc.. . . . . . . . . . Common 532192101 7901 490000 Sh Sole 490000
Lifepoint Hospitals Inc. . . . . . . . . Common 53219l109 12411 349600 Sh Sole 349600
Lincare Holdings Inc . . . . . . . . . . Common 532791100 2869 100000 Sh Sole 100000
Linear Tech Corp . . . . . . . . . . . . Common 535678106 58171 898400 Sh Sole 898400
Lsi Industries Inc . . . . . . . . . . . Common 50216c108 222 10000 Sh Sole 10000
Lsi Logic Corp Com . . . . . . . . . . . Common 502161102 42939 1468000 Sh Sole 1468000
Lucent Technologies. . . . . . . . . . . Common 549463107 38054 1245113 Sh Sole 1245113
Lydall Inc . . . . . . . . . . . . . . . Common 550819106 572 50000 Sh Sole 50000
Macrochem Corp . . . . . . . . . . . . . Common 555903103 38 10000 Sh Sole 10000
Macromedia . . . . . . . . . . . . . . . Common 556100105 4582 56700 Sh Sole 56700
Magna Entertainment. . . . . . . . . . . Common 559211107 2791 413500 Sh Sole 413500
Magna Group Inc Com. . . . . . . . . . . Common 582524104 655 40000 Sh Sole 40000
Manufactureser Services Ltc. . . . . . . Common 565005105 796 67000 Sh Sole 67000
Marisa Christina Inc.. . . . . . . . . . Common 570268102 13 12500 Sh Sole 12500
Martha Stewart Living Omnimedia Inc. . . Common 573083102 4463 170000 Sh Sole 170000
Maxicare New . . . . . . . . . . . . . . Common 577904204 2827 2512500 Sh Sole 2512500
Maxim Pharmaceuticals. . . . . . . . . . Common 57772m107 1823 30000 Sh Sole 30000
Mckesson Hboc Corp . . . . . . . . . . . Common 58155q103 25515 834840 Sh Sole 834840
Mechanical Technology. . . . . . . . . . Common 583538103 3082 285000 Sh Sole 285000
Mediaplex Inc. . . . . . . . . . . . . . Common 58446b105 892 216280 Sh Sole 216280
Mediaplex Rstd . . . . . . . . . . . . . Common 58446b980 5515 1671309 Sh Sole 1671309
Medicines Co . . . . . . . . . . . . . . Common 584688105 684 20000 Sh Sole 20000
Medtronic Inc Usd.10 Com. . . . . . . . Common 585055106 3917 75602 Sh Sole 75602
Memotec Comm Inc . . . . . . . . . . . . Common 585909104 906 619250 Sh Sole 619250
Merisel Inc Com. . . . . . . . . . . . . Common 589849108 16 23300 Sh Sole 23300
Messagemedia, Inc Restricted C/S . . . . Common 590787990 4765 2352942 Sh Sole 2352942
Messagemedia, Inc. . . . . . . . . . . . Common 590787107 1235 487805 Sh Sole 487805
Metacreations. . . . . . . . . . . . . . Common 591016100 563 50000 Sh Sole 50000
Methanex . . . . . . . . . . . . . . . . Common 59151k108 9239 1825000 Sh Sole 1825000
Metlife Inc. . . . . . . . . . . . . . . Common 59156r108 2619 100000 Sh Sole 100000
Mgi Pharmaceuticals Inc. . . . . . . . . Common 552880106 2094 69800 Sh Sole 69800
Mgm Grand Inc. . . . . . . . . . . . . . Common 552953101 955 25000 Sh Sole 25000
Micro Therapeutics Inc . . . . . . . . . Common 59500w100 9159 1369600 Sh Sole 1369600
Micron Technology Inc Com. . . . . . . . Common 595112103 46000 1000000 Sh Sole 1000000
Millenium Cell . . . . . . . . . . . . . Common 60038b105 1664 75000 Sh Sole 75000
Millenium Pharmaceuticals. . . . . . . . Common 599902103 5151 35268 Sh Sole 35268
Mobile Mini Inc. . . . . . . . . . . . . Common 60740f105 1018 52900 Sh Sole 52900
Monery Pasta Co. . . . . . . . . . . . . Common 612570101 101 20000 Sh Sole 20000
Morrison Health Care, Inc. . . . . . . . Common 618459101 2603 88100 Sh Sole 88100
Motorola Inc Com . . . . . . . . . . . . Common 620076109 8475 300000 Sh Sole 300000
Mp3.Com Inc. . . . . . . . . . . . . . . Common 62473m109 394 100000 Sh Sole 100000
Msc.Software . . . . . . . . . . . . . . Common 553531104 1166 110000 Sh Sole 110000
Mylan Labs Inc Com . . . . . . . . . . . Common 628530107 865 32100 Sh Sole 32100
National Data Corp . . . . . . . . . . . Common 635621105 11944 364000 Sh Sole 364000
National Research Co . . . . . . . . . . Common 637372103 1125 200000 Sh Sole 200000
National Techteam Inc. . . . . . . . . . Common 638108100 703 225000 Sh Sole 225000
Navarre Corporation. . . . . . . . . . . Common 639208107 809 528400 Sh Sole 528400
Ncs Healthcare Inc . . . . . . . . . . . Common 628874109 33 133000 Sh Sole 133000
Neoforma.Com . . . . . . . . . . . . . . Common 640475109 108 29000 Sh Sole 29000
Neopharm . . . . . . . . . . . . . . . . Common 640919106 5056 128000 Sh Sole 128000
Neotherapeutics Inc. . . . . . . . . . . Common 640656104 130 17600 Sh Sole 17600
Net Bank Inc.. . . . . . . . . . . . . . Common 640933107 1772 150000 Sh Sole 150000
Netegrity Inc. . . . . . . . . . . . . . Common 64110p107 205924 2941768 Sh Sole 2941768
Netegrity, Inc Rstd C/S. . . . . . . . . Common 64110p909 126066 2251178 Sh Sole 2251178
Network Peripherals. . . . . . . . . . . Common 64121r100 469 27600 Sh Sole 27600
Newsedge . . . . . . . . . . . . . . . . Common 65249q106 188 100000 Sh Sole 100000
Nexmed Inc . . . . . . . . . . . . . . . Common 652903105 1963 100000 Sh Sole 100000
Nexmed Inc Common Stk Rstd . . . . . . . Common 652903998 3140 200000 Sh Sole 200000
Nextel Communications Inc. . . . . . . . Common 65332v103 35909 768100 Sh Sole 768100
Niku Corp. . . . . . . . . . . . . . . . Common 654113109 18330 752000 Sh Sole 752000
Nokia Corp . . . . . . . . . . . . . . . Common 654902204 39813 1000000 Sh Sole 1000000
Nortel Networks Corp . . . . . . . . . . Common 656568102 53243 893904 Sh Sole 893904
Nova Measuring Devices . . . . . . . . . Common M7516k103 485 48500 Sh Sole 48500
Novadigme. . . . . . . . . . . . . . . . Common 669937104 465 30000 Sh Sole 30000
Novamed Eyecare Inc. . . . . . . . . . . Common 66986w108 134 50000 Sh Sole 50000
Novametrix Medical Systems Inc . . . . . Common 669870107 1186 197700 Sh Sole 197700
Novel Denim Holdings Ltd . . . . . . . . Common G6674p109 1400 175000 Sh Sole 175000
Novellus Systems Inc Com . . . . . . . . Common 670008101 10197 219000 Sh Sole 219000
Nql Inc. . . . . . . . . . . . . . . . . Common 629369109 816 275000 Sh Sole 275000
Nvr Inc. . . . . . . . . . . . . . . . . Common 62944t105 2009 24800 Sh Sole 24800
Official Payments Corp . . . . . . . . . Common 676235104 405 50000 Sh Sole 50000
Ogden Corp . . . . . . . . . . . . . . . Common 676346109 2034 150000 Sh Sole 150000
Oglebay Norton Inc . . . . . . . . . . . Common 677007106 3780 135000 Sh Sole 135000
Omi Corp . . . . . . . . . . . . . . . . Common Y6476w104 3945 471000 Sh Sole 471000
Omnicare Inc Com . . . . . . . . . . . . Common 681904108 1613 100000 Sh Sole 100000
Oneida Ltd . . . . . . . . . . . . . . . Common 682505102 2165 156000 Sh Sole 156000
Onesource Information Services . . . . . Common 68272j106 3430 320900 Sh Sole 320900
Oni Systems. . . . . . . . . . . . . . . Common 68273f103 105543 1222800 Sh Sole 1222800
Option Care. . . . . . . . . . . . . . . Common 683948103 293 40000 Sh Sole 40000
Oratec Intervention. . . . . . . . . . . Common 68554m108 18150 1481657 Sh Sole 1481657
Ortec International. . . . . . . . . . . Common 68749b108 24318 2069654 Sh Sole 2069654
Orthologic Corp. . . . . . . . . . . . . Common 68750j107 75 25000 Sh Sole 25000
Osi Pharmaceuticals. . . . . . . . . . . Common 671040103 42294 604200 Sh Sole 604200
Ostex International. . . . . . . . . . . Common 68859q101 78 40000 Sh Sole 40000
Overseas Shipholding Group . . . . . . . Common 690368105 1076 39300 Sh Sole 39300
Pacificare Health Sytems . . . . . . . . Common 695112102 2959 85000 Sh Sole 85000
Pain Therapeutics. . . . . . . . . . . . Common 69562k100 1585 80000 Sh Sole 80000
Palm Inc . . . . . . . . . . . . . . . . Common 696642107 301082 5687503 Sh Sole 5687503
Palomar Medical Tech . . . . . . . . . . Common 697529303 67 25714 Sh Sole 25714
Paradigm Genetics. . . . . . . . . . . . Common 69900r106 4178 175000 Sh Sole 175000
Park Electrochemical Corporation . . . . Common 700416209 1235 22200 Sh Sole 22200
Pe Corp - Celera Genomics Group. . . . . Common 69332s201 5873 58952 Sh Sole 58952
Pe Corp - Re Biosystems Group. . . . . . Common 69332s102 97278 835008 Sh Sole 835008
Pediatrix Medical Group Inc. . . . . . . Common 705324101 4981 385000 Sh Sole 385000
Peoplesoft Inc Com . . . . . . . . . . . Common 712713106 11199 400850 Sh Sole 400850
Per-Se Technologies, Inc . . . . . . . . Common 713569309 1405 110732 Sh Sole 110732
Petroleum Geo Svcs Spon Adr. . . . . . . Common 716597109 6079 352400 Sh Sole 352400
Petsmart Inc Com . . . . . . . . . . . . Common 716768106 3281 700000 Sh Sole 700000
Pfizer Inc Com . . . . . . . . . . . . . Common 717081103 111587 2483153 Sh Sole 2483153
Pfsweb Inc . . . . . . . . . . . . . . . Common 717098107 206 100000 Sh Sole 100000
Pharmacyclics Inc. . . . . . . . . . . . Common 716933106 50399 1015600 Sh Sole 1015600
Photomedex Inc . . . . . . . . . . . . . Common 719358103 7780 604255 Sh Sole 604255
Physiometrix . . . . . . . . . . . . . . Common 718928104 4097 185190 Sh Sole 185190
Picturetel Corp Com New. . . . . . . . . Common 720035302 2109 300000 Sh Sole 300000
Pixar. . . . . . . . . . . . . . . . . . Common 725811103 723 22500 Sh Sole 22500
Placer Dome Inc Cad Com Npv. . . . . . . Common 725906101 991 105000 Sh Sole 105000
Plug Power Inc . . . . . . . . . . . . . Common 72919p103 6426 172500 Sh Sole 172500
Presstek Inc . . . . . . . . . . . . . . Common 741113104 384 20000 Sh Sole 20000
Primacom Ag Npv Ords . . . . . . . . . . Common 0d6259107 4035 145300 Sh Sole 145300
Printronix . . . . . . . . . . . . . . . Common 742578107 291 30600 Sh Sole 30600
Purchase Pro.Com Inc . . . . . . . . . . Common 746144104 4394 50000 Sh Sole 50000
Pyramid Breweries Inc. . . . . . . . . . Common 747135101 59 25000 Sh Sole 25000
Qlt Phototherapeutics. . . . . . . . . . Common 746927102 6655 93900 Sh Sole 93900
Qualcomm Inc . . . . . . . . . . . . . . Common 747525103 54948 771200 Sh Sole 771200
Quantum Corp - Dlt & Storage Systems Grp Common 747906204 7977 529600 Sh Sole 529600
Quantum Corp - Hard Disk Drive Group . . Common 747906303 2631 264800 Sh Sole 264800
Quentra Networks . . . . . . . . . . . . Common 748337102 42 12348 Sh Sole 12348
Quintel Communications Inc . . . . . . . Common 748762101 249 41100 Sh Sole 41100
Quorom Health Group. . . . . . . . . . . Common 749084109 6534 502600 Sh Sole 502600
Radisys Corp . . . . . . . . . . . . . . Common 750459109 379 7500 Sh Sole 7500
Rainbow Technologies, Inc. . . . . . . . Common 750862104 1769 50000 Sh Sole 50000
Rambus Inc . . . . . . . . . . . . . . . Common 750917106 349101 4422500 Sh Sole 4422500
Rateexchange Corp. . . . . . . . . . . . Common 754091106 659 206667 Sh Sole 206667
Razorfish Inc. . . . . . . . . . . . . . Common 755236106 2014 195000 Sh Sole 195000
Read-Rite Corp Usd C Om. . . . . . . . . Common 755246105 8000 711100 Sh Sole 711100
Real Networks Inc. . . . . . . . . . . . Common 75605l104 15105 380000 Sh Sole 380000
Red Hat Inc. . . . . . . . . . . . . . . Common 756577102 1536 90000 Sh Sole 90000
Redback Networks Inc . . . . . . . . . . Common 757209101 245787 1498700 Sh Sole 1498700
Redhook Ale Brewery. . . . . . . . . . . Common 757473103 122 72000 Sh Sole 72000
Renaissance Worldwide Inc. . . . . . . . Common 75968a109 50 32000 Sh Sole 32000
Resort Quest Intl Inc. . . . . . . . . . Common 761183102 1545 240000 Sh Sole 240000
Respironics Inc. . . . . . . . . . . . . Common 761230101 1252 75000 Sh Sole 75000
Restoration Hardware . . . . . . . . . . Common 760981100 210 60000 Sh Sole 60000
Right Choice . . . . . . . . . . . . . . Common 76657k101 1993 82200 Sh Sole 82200
Rli Corp . . . . . . . . . . . . . . . . Common 749607107 1928 50000 Sh Sole 50000
Rmh Teleservices . . . . . . . . . . . . Common 749938106 402 25000 Sh Sole 25000
Rosetta Impharmatics . . . . . . . . . . Common 777777103 2650 95000 Sh Sole 95000
Rowecom Inc. . . . . . . . . . . . . . . Common 77957x108 221 60000 Sh Sole 60000
Rwd Technologies Inc . . . . . . . . . . Common 74975b101 255 30000 Sh Sole 30000
Ryland Group . . . . . . . . . . . . . . Common 783764103 465 15000 Sh Sole 15000
S 3 Inc Com. . . . . . . . . . . . . . . Common 784849101 9719 942400 Sh Sole 942400
Saks Holdings Inc. . . . . . . . . . . . Common 79377w108 162 16400 Sh Sole 16400
Salton Inc . . . . . . . . . . . . . . . Common 795757103 3037 94000 Sh Sole 94000
Sanmina Corp Com . . . . . . . . . . . . Common 800907107 331545 3541200 Sh Sole 3541200
Sbs Broadcating Sa . . . . . . . . . . . Common L8137f102 3583 90000 Sh Sole 90000
Sciclone Pharmaceuticals Inc . . . . . . Common 80862k104 4894 450000 Sh Sole 450000
Scientific-Atlanta . . . . . . . . . . . Common 808655104 62728 985900 Sh Sole 985900
Sciquest.Com . . . . . . . . . . . . . . Common 80908q107 553 80000 Sh Sole 80000
Score Board Inc. . . . . . . . . . . . . Common 809173206 0 10000 Sh Sole 10000
Sdl Inc. . . . . . . . . . . . . . . . . Common 784076101 60192 194600 Sh Sole 194600
Seachange International Inc. . . . . . . Common 811699107 3504 105000 Sh Sole 105000
Seagate Technology . . . . . . . . . . . Common 811804103 37019 536500 Sh Sole 536500
Sensormatic Elec . . . . . . . . . . . . Common 817265101 1250 83300 Sh Sole 83300
Service Corp. International. . . . . . . Common 817565104 746 306000 Sh Sole 306000
Shire Pharmaceutical Group Plc Spons Adr Common 82481r106 2907 56302 Sh Sole 56302
Siebel Systems Inc . . . . . . . . . . . Common 826170102 157730 1417000 Sh Sole 1417000
Silverstream Software. . . . . . . . . . Common 827907106 23607 783634 Sh Sole 783634
Sitel Corporation. . . . . . . . . . . . Common 82980k107 1553 528700 Sh Sole 528700
Smallworldwide Adr . . . . . . . . . . . Common 83168p108 2259 114000 Sh Sole 114000
Smartserve Online Inc. . . . . . . . . . Common 83169m203 1859 52000 Sh Sole 52000
Somanetics Corp. . . . . . . . . . . . . Common 834445405 138 50000 Sh Sole 50000
Sonic Foundry. . . . . . . . . . . . . . Common 83545r108 1953 220000 Sh Sole 220000
Sonus Networks . . . . . . . . . . . . . Common 835916107 24694 195400 Sh Sole 195400
Sothern Energy . . . . . . . . . . . . . Common 842816100 19766 630000 Sh Sole 630000
Speechworks Intl . . . . . . . . . . . . Common 84764m101 3224 52000 Sh Sole 52000
Sprint Corp Pcs Group. . . . . . . . . . Common 852061506 62285 1776400 Sh Sole 1776400
St. Jude Medical Inc . . . . . . . . . . Common 790849103 27688 542900 Sh Sole 542900
Staar Surgical Co. . . . . . . . . . . . Common 852312305 1731 100000 Sh Sole 100000
Staar Surgical Company Rstd Common Stock Common 855575957 2078 150000 Sh Sole 150000
Standard Pacific Corp. . . . . . . . . . Common 85375c101 1170 65000 Sh Sole 65000
Steelcase Inc. . . . . . . . . . . . . . Common 858155203 2345 140000 Sh Sole 140000
Stein Mart Inc . . . . . . . . . . . . . Common 858375108 292 27000 Sh Sole 27000
Stewart & Stevenson Services Inc . . . . Common 860342104 872 50000 Sh Sole 50000
Strayer Education Inc. . . . . . . . . . Common 863236105 2155 98500 Sh Sole 98500
Structural Dynamics Resh Corp. . . . . . Common 863555108 1228 75000 Sh Sole 75000
Sun Microsystems Inc Usd.00067 Com. . . Common 866810104 333485 2856400 Sh Sole 2856400
Sunrise Assisted Liv . . . . . . . . . . Common 86768k106 1128 52000 Sh Sole 52000
Sunrise Medical Inc. . . . . . . . . . . Common 867910101 480 80000 Sh Sole 80000
Sunrise Tech Inc Com . . . . . . . . . . Common 86769l103 3004 418000 Sh Sole 418000
Superconductor Technology. . . . . . . . Common 867931107 2800 155000 Sh Sole 155000
Sybase Inc Com . . . . . . . . . . . . . Common 871130100 2300 100000 Sh Sole 100000
Sycamore Networks Inc. . . . . . . . . . Common 871206108 8895 82358 Sh Sole 82358
Symyx Technologies Inc . . . . . . . . . Common 87155s108 4437 102300 Sh Sole 102300
Synavant Inc . . . . . . . . . . . . . . Common 87157a105 4942 738940 Sh Sole 738940
Synopsys Com . . . . . . . . . . . . . . Common 871607107 1136 30000 Sh Sole 30000
Taco Cabana. . . . . . . . . . . . . . . Common 873425102 539 125000 Sh Sole 125000
Taiwan Semiconductor Manuf Adr . . . . . Common 874039100 15281 750000 Sh Sole 750000
Technology Solutions Co . . . . . . . . Common 87872t108 45 17887 Sh Sole 17887
Teekay Shipping. . . . . . . . . . . . . Common Y8564w103 9388 200000 Sh Sole 200000
Teletek. . . . . . . . . . . . . . . . . Common 879905404 0 27500 Sh Sole 27500
Tellabs Inc Com. . . . . . . . . . . . . Common 879664100 16378 343000 Sh Sole 343000
Thermo Electron. . . . . . . . . . . . . Common 883556102 25379 976100 Sh Sole 976100
Time Warner Telecom Inc. . . . . . . . . Common 887319101 35278 730200 Sh Sole 730200
Toll Brothers. . . . . . . . . . . . . . Common 889478103 1495 43500 Sh Sole 43500
Tommy Hilfiger . . . . . . . . . . . . . Common G8915z102 1444 150000 Sh Sole 150000
Transact Technologies Inc. . . . . . . . Common 892918103 2852 475400 Sh Sole 475400
Transgenomic Inc . . . . . . . . . . . . Common 89365k206 4467 196900 Sh Sole 196900
Trega Biosciences. . . . . . . . . . . . Common 894699107 994 300000 Sh Sole 300000
Tremont Advisers Inc Cl B Com. . . . . . Common 894729201 1232 102675 Sh Sole 102675
Triad Hospitals Inc. . . . . . . . . . . Common 89579k109 12320 419400 Sh Sole 419400
Tricon Global Restaurants Inc. . . . . . Common 895953107 14394 470000 Sh Sole 470000
Trident Microsystems Inc Com . . . . . . Common 895919108 925 100000 Sh Sole 100000
Trimedyne Inc Com. . . . . . . . . . . . Common 896259108 71 36500 Sh Sole 36500
Tripath Imaging. . . . . . . . . . . . . Common 896942109 4495 642100 Sh Sole 642100
Tularik Inc. . . . . . . . . . . . . . . Common 899165104 5089 154200 Sh Sole 154200
Tut Systems Inc. . . . . . . . . . . . . Common 901103101 2589 30000 Sh Sole 30000
Tyco International Ltd . . . . . . . . . Common 902124106 904 17417 Sh Sole 17417
Unitedblobal.Com . . . . . . . . . . . . Common 913247508 35079 1169300 Sh Sole 1169300
Usa Detergents . . . . . . . . . . . . . Common 902938109 128 40000 Sh Sole 40000
Usa Networks Inc . . . . . . . . . . . . Common 902984103 67004 3054300 Sh Sole 3054300
Usinternetworking Inc. . . . . . . . . . Common 917311805 500 75000 Sh Sole 75000
Valinux Systems. . . . . . . . . . . . . Common 91819b105 1388 30000 Sh Sole 30000
Valmont Industries Inc . . . . . . . . . Common 920253101 5400 271700 Sh Sole 271700
Valuevision. . . . . . . . . . . . . . . Common 92047k107 4620 183900 Sh Sole 183900
Varian Medical Systems . . . . . . . . . Common 92220p105 36209 801300 Sh Sole 801300
Venator Group. . . . . . . . . . . . . . Common 922944103 20960 1693700 Sh Sole 1693700
Ventana Medical Systems Inc. . . . . . . Common 92276h106 2157 85000 Sh Sole 85000
Ventas Inc . . . . . . . . . . . . . . . Common 92276f100 300 60000 Sh Sole 60000
Ventro Corp. . . . . . . . . . . . . . . Common 922815105 660 60000 Sh Sole 60000
Veritas Software Corp. . . . . . . . . . Common 923436109 182882 1287900 Sh Sole 1287900
Versign Inc Com. . . . . . . . . . . . . Common 92343e102 398153 1965579 Sh Sole 1965579
Verticalnet. . . . . . . . . . . . . . . Common 92532l107 1686 48000 Sh Sole 48000
Viacom Inc Com Non-Vtg . . . . . . . . . Common 925524308 43974 751700 Sh Sole 751700
Vicor Corp . . . . . . . . . . . . . . . Common 925815102 15733 290000 Sh Sole 290000
Vidamed Inc. . . . . . . . . . . . . . . Common 926530106 116 50000 Sh Sole 50000
Vitalcom . . . . . . . . . . . . . . . . Common 927917104 34 15000 Sh Sole 15000
Vitesse Semiconductor Corp . . . . . . . Common 928497106 1868 21000 Sh Sole 21000
Vitria Technology Inc. . . . . . . . . . Common 92849q104 47986 1029200 Sh Sole 1029200
Vivus Inc. . . . . . . . . . . . . . . . Common 928551100 4739 1115000 Sh Sole 1115000
Vodafone Airtouch Plc. . . . . . . . . . Common 748997129 74047 19881594 Sh Sole 19881594
Webvan Group Inc . . . . . . . . . . . . Common 94845v103 578 250000 Sh Sole 250000
West Teleservices Corp . . . . . . . . . Common 956188106 4928 224000 Sh Sole 224000
Westell Technologies, Inc. . . . . . . . Common 957541105 1030 80000 Sh Sole 80000
Western Digital Corp Com . . . . . . . . Common 958102105 14500 2468000 Sh Sole 2468000
Western Wireless Corp. . . . . . . . . . Common 95988e204 11133 312500 Sh Sole 312500
Westmoreland Coal Corp . . . . . . . . . Common 960878106 256 50000 Sh Sole 50000
Westwood One . . . . . . . . . . . . . . Common 961815107 8305 387400 Sh Sole 387400
Wilson Greatbatch. . . . . . . . . . . . Common 972232102 4861 212500 Sh Sole 212500
Wolverine World Wide . . . . . . . . . . Common 978097103 3259 350000 Sh Sole 350000
Woodward Governor Co . . . . . . . . . . Common 980745103 2674 60000 Sh Sole 60000
Worldcomm Inc. . . . . . . . . . . . . . Common 98157d106 18225 600000 Sh Sole 600000
Worldtex Inc . . . . . . . . . . . . . . Common 981907108 8 27000 Sh Sole 27000
Xircom Inc . . . . . . . . . . . . . . . Common 983922105 10279 407100 Sh Sole 407100
Zebra Technologies Corp. . . . . . . . . Common 989207105 529 11000 Sh Sole 11000
Zengine Inc. . . . . . . . . . . . . . . Common 98935c107 706 50000 Sh Sole 50000
Zi Corp. . . . . . . . . . . . . . . . . Common 988918108 703 100000 Sh Sole 100000
Zonagen Inc. . . . . . . . . . . . . . . Common 98975l108 1109 319800 Sh Sole 319800
Amgen. . . . . . . . . . . . . . . . . . Options - Calls 031162jjm 7800 120000 Sh Call Sole 120000
Apache Corp. . . . . . . . . . . . . . . Options - Calls 0374110ak 24750 450000 Sh Call Sole 450000
Anadarko Pete. . . . . . . . . . . . . . Options - Calls 0325110bj 20000 400000 Sh Call Sole 400000
Cisco. . . . . . . . . . . . . . . . . . Options - Calls 17275rcjz 175000 2800000 Sh Call Sole 2800000
Dell Computer Corp Com . . . . . . . . . Options - Calls 2470250af 15000 500000 Sh Call Sole 500000
Dell Computer Corp Com . . . . . . . . . Options - Calls 2470250ju 2813 75000 Sh Call Sole 75000
Honeywell International. . . . . . . . . Options - Calls 4385160lu 69000 1840000 Sh Call Sole 1840000
Intel Corp Com . . . . . . . . . . . . . Options - Calls 4581400jn 9450 135000 Sh Call Sole 135000
Minnesota Mining And Manufacturing . . . Options - Calls 6040590ar 22950 255000 Sh Call Sole 255000
Pfizer Inc Com . . . . . . . . . . . . . Options - Calls 717081ejh 12000 300000 Sh Call Sole 300000
Tenet Healthcare . . . . . . . . . . . . Options - Calls 88033g0kf 2400 80000 Sh Call Sole 80000
Tosco Corp . . . . . . . . . . . . . . . Options - Calls 8914900ae 17500 700000 Sh Call Sole 700000
Apple Computer Inc Com . . . . . . . . . Options - Puts 0378335vy 11960 208000 Sh Put Sole 208000
Advanced Micro Devic Es Inc Usd.01 . . . Options - Puts 0079030vf 6600 220000 Sh Put Sole 220000
Coca Cola Enterprises. . . . . . . . . . Options - Puts 1912190vx 2250 100000 Sh Put Sole 100000
Cnet Networks. . . . . . . . . . . . . . Options - Puts 12613r1vg 875 25000 Sh Put Sole 25000
Dilliards Inc. . . . . . . . . . . . . . Options - Puts 2540670wv 163 13000 Sh Put Sole 13000
Ericsson Telephone . . . . . . . . . . . Options - Puts 2948210vx 6750 300000 Sh Put Sole 300000
Federated Department Stores. . . . . . . Options - Puts 31410h0wf 1650 55000 Sh Put Sole 55000
Interpublic Group. . . . . . . . . . . . Options - Puts 4606900vh 3000 75000 Sh Put Sole 75000
Coca Cola Co . . . . . . . . . . . . . . Options - Puts 1912160vk 4125 75000 Sh Put Sole 75000
Lands End. . . . . . . . . . . . . . . . Options - Puts 5150860we 625 25000 Sh Put Sole 25000
Lernout And Hauspie Speech Products. . . Options - Puts B5628b0vc 150 10000 Sh Put Sole 10000
Lucent Technologies. . . . . . . . . . . Options - Puts 5494630vg 7280 208000 Sh Put Sole 208000
Medtronic Inc Usd.10 Com. . . . . . . . Options - Puts 5850550vk 5500 100000 Sh Put Sole 100000
Mylan Labs Inc Com . . . . . . . . . . . Options - Puts 6285300vf 4020 134000 Sh Put Sole 134000
Pacificare Health Sytems . . . . . . . . Options - Puts 695112evj 5000 100000 Sh Put Sole 100000
Pacificare Health Sytems . . . . . . . . Options - Puts 695112evk 1925 35000 Sh Put Sole 35000
Charles Schwab Corp. . . . . . . . . . . Options - Puts 8085130vh 2200 55000 Sh Put Sole 55000
Symantec . . . . . . . . . . . . . . . . Options - Puts 8715030vi 2475 55000 Sh Put Sole 55000
Tiffany And Co . . . . . . . . . . . . . Options - Puts 8865470vi 2250 50000 Sh Put Sole 50000
Tellabs Inc Com. . . . . . . . . . . . . Options - Puts 8796640vk 9350 170000 Sh Put Sole 170000
Usg Corp . . . . . . . . . . . . . . . . Options - Puts 9032930vf 300 10000 Sh Put Sole 10000
Usinternetworking Inc. . . . . . . . . . Options - Puts 9173110vb 500 50000 Sh Put Sole 50000
Xeikon . . . . . . . . . . . . . . . . . Options - Puts 9840030wd 1000 50000 Sh Put Sole 50000
Compugen Ltd Series C Pfd. . . . . . . . Preferred 998704068 10154 923077 Sh Sole 923077
Conversion Tech Intl Series A Conv Pref. Preferred 212545990 3 25200 Sh Sole 25200
Ecom Ser A Conv Pfd. . . . . . . . . . . Preferred 27889e983 1920 505263 Sh Sole 505263
Elastic Networks Red Conv Part Pfd Ser B Preferred 284137981 6800 609870 Sh Sole 609870
Elastic Networks Ser A Rdm Conv Prt Pfd. Preferred 284137999 34719 2338462 Sh Sole 2338462
Elastic Networks, Inc. Rstd C/S At Cost. Preferred 284137882 3002 923076 Sh Sole 923076
Evoke Incorporated Ser D Conv Pfd. . . . Preferred 918281957 16333 4666667 Sh Sole 4666667
Fibernet Telecom Ser E Conv Pfd. . . . . Preferred 315653972 9744 71913 Sh Sole 71913
Memotec Comm Inc Series 1 First Pref Shs Preferred 585909997 589 190000 Sh Sole 190000
Rosetta Inpharmatics, Inc Ser E Pfd. . . Preferred 777900887 9535 427350 Sh Sole 427350
Shared Tech Cellular Ser C Conv Pfd Rstd Preferred 819487984 515 1441 Sh Sole 1441
Us Search.Com Pfd Series A . . . . . . . Preferred 912329950 5882 100000 Sh Sole 100000
12,764,797
</TABLE>
