|
|
|
|
|
|
|
|
|
|
|
|
|
|
Previous: E PIPHANY INC, POS AM, 2000-05-17 |
Next: NEW FOCUS INC, S-1/A, 2000-05-17 |
<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>
AGCO Corp. COM 001084102 2104 185000 SH SOLE 185000
Allen Telecom Inc. COM 018091108 10469 656900 SH SOLE 656900
American Express COM 025816109 209 1400 SH SOLE 1400
Arrow Electronics Inc. COM 042735100 2189 62100 SH SOLE 62100
Atlantis Plastics COM 049156102 5969 663256 SH SOLE 663256
Black & Decker COM 091797100 6760 179975 SH SOLE 179975
Boeing Co. COM 097023105 4289 113432 SH SOLE 113432
Carnival Corp. COM 143658102 571 23000 SH SOLE 23000
Cascade Corp. COM 147195101 7657 696100 SH SOLE 696100
Claire's Stores COM 179584107 7933 395400 SH SOLE 395400
Engelhard Corp. COM 292845104 584 38600 SH SOLE 38600
Equity Inns COM 294703103 75 11000 SH SOLE 11000
Federal Home Loan COM 313400301 3944 89255 SH SOLE 89255
Flowers Industries COM 343496105 1712 112700 SH SOLE 112700
Honeywell Int'l. COM 438516106 11012 209014 SH SOLE 209014
IDEX Corp. COM 45167R104 1658 60850 SH SOLE 60850
Kushner-Locke Co. COM 501337406 980 248950 SH SOLE 248950
M & T Bank Corporation COM 55261F104 2481 5557 SH SOLE 5557
Mark IV COM 570387100 7754 351461 SH SOLE 351461
Midway Games COM 598148104 6619 499569 SH SOLE 499569
Monterey Pasta COM 612570101 252 59371 SH SOLE 59371
North Fork Bancorp COM 659424105 1217 68100 SH SOLE 68100
Ogden Corp. COM 676346109 663 55500 SH SOLE 55500
Pier 1 Imports COM 720279108 4778 466136 SH SOLE 466136
Rollins, Inc. COM 775711104 372 25000 SH SOLE 25000
S&P Midcap 400 Dep Rec Spdrs COM 595635103 2546 27900 SH SOLE 27900
Saflink Corp. COM 786578104 320 59442 SH SOLE 59442
Santa Fe Snyder Corp. COM 80218K105 4450 468400 SH SOLE 468400
Sport-Haley Inc. COM 848925103 862 172300 SH SOLE 172300
Trinity Industries COM 896522109 5908 249425 SH SOLE 249425
United Technologies COM 913017109 5382 85180 SH SOLE 85180
WMS Industries COM 929297109 4610 466800 SH SOLE 466800
Washington Federal Inc. COM 938824109 286 15000 SH SOLE 15000
</TABLE>
|
|