COMPANY CSUIP $'s X1000 SHARES
ALUMINUM CO OF AMERI 13817101 "$11,591 " 165000
AMERICAN STANDARD CO 2972106 $222 6000
ASM LITHOGRAPHY HOLD N0705911 "$7,956 " 71200
ADVANCED TECHNOLOGY 00207R101 "$8,375 " 175400
ALZA CORP 22615108 $229 208400
BELLSOUTH CORP 79860102 "$3,760 " 4900
CABOT CORP 127055101 "$5,231 " 123300
CHASE MANHATTAN CORP 16161A108 "$5,231 " 60000
CONSOLIDATED STORES 210149100 "$6,851 " 602300
3COM CORP 885535104 "$5,111 " 91900
DAVIDS BRIDAL IN 238576102 "$4,276 " 354500
DEXTER CORP W/RI 252165105 "$16,371 " 308900
DEVON ENERGY COR 25179M103 "$11,640 " 239700
DYNERGY INC 26816Q101 "$7,497 " 119500
EMC CORP-MASS 268648102 "$12,253 " 97250
ENRON CORP 293561106 "$16,610 " 221946
ENRON OIL & GAS 26875P101 "$4,671 " 220500
FLOWSERVE CORP 34354P105 "$6,805 " 528600
GENERAL DYNAMICS 369550108 "$5,795 " 116500
GEORGIA GULF COR 373200203 "$9,986 " 384100
HEICO CORP - NEW 422806208 "$3,066 " 219000
HEALTHEON CORP 422209106 "$2,401 " 104400
HUBBELL HARVEY I 443510201 "$11,007 " 402100
INTEGRATED DEVIC 458118106 "$2,773 " 70000
INDEPENDENT ENER 45384X108 "$3,590 " 80000
INGERSOLL RAND C 456866102 "$6,637 " 150000
I2 TECHNOLOGY IN 465754109 "$3,663 " 30000
AT&T CORP LIBERT 1957208 "$13,276 " 223832
LIMITED INC 532716107 "$6,234 " 148000
METHOD ELECTRONI 591520200 "$11,710 " 231900
MUELLER INDUSTRI 624756102 $331 10900
MICRO THERAPEUTI 59500W100 "$1,763 " 261200
NABORS INDUSTRIE 629568106 "$4,657 " 12000
