<PAGE>
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
INFORMATION REQUIRED OF INSTITUTIONAL INVESTMENT
MANAGERS PURSUANT TO SECTION 13(f) OF THE SECURITIES
EXCHANGE ACT OF 1934 AND RULES THEREUNDER
Report for the Calendar Year or Quarter Ended: 12/31/99
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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:
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Address:
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Form 13F File Number: 28-
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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: CH Ritt
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Title: Vice President
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Phone: 617-342-3220
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Signature, Place, and Date of Signing:
------------------------ ----------------------------- --------------
[Signature] [City, State] [Date]
Report Type (Check only one.):
[X] 13F HOLDINGS REPORT. (Check here if all holdings of this
reporting manager are reported in this report.)
[ ] 13F NOTICE. (Check here if no holdings reported are in this
report, and all holdings are reported by other reporting
manager(s).)
[ ] 13F COMBINATION REPORT. (Check here if a portion of the
holdings for this reporting manager are reported in this
report and a portion are reported by other reporting
manager(s).)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name
28-
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[Repeat as necessary.]
<PAGE>
<TABLE>
<CAPTION>
NAME OF ISSUER TITLE OF CLASS CUSIP VALUE(K) SH/P AMT S/P P/C INV DSC MANAGERS SOLE SHARED NONE
<S> <C> <C> <C> <C> <C> <C> <C> <C>
AGCO CORP COMMON 001084102 134 10000 SH SOLE 0 0 10000
APAC CUSTOMER SERVICES I COMMON 00185E106 903 64200 SH SOLE 18200 0 46000
AT&T CORP COMMON 001957109 344 6767 SH SOLE 500 0 6267
ABBOTT LABS COMMON 002824100 1678 46205 SH SOLE 19005 0 27200
ABGENIX INC COMMON 00339B107 464 3500 SH SOLE 3500 0 0
ACCREDO HEALTH INC COMMON 00437V104 8708 283200 SH SOLE 221260 0 61940
ACCRUE SOFTWARE INC COMMON 00437W102 11207 207055 SH SOLE 200135 0 6920
ACTUATE CORP COMMON 00508B102 1072 25000 SH SOLE 24300 0 700
ADVANCE PARADIGM INC COMMON 007491103 5201 241200 SH SOLE 180605 0 60595
ADVANCED MARKETING SVCS COMMON 00753T105 493 11550 SH SOLE 11550 0 0
ADVANCED FIBRE COMMUNICA COMMON 00754A105 223 5000 SH SOLE 5000 0 0
AETHER SYS INC COMMON 00808V105 120784 1686340 SH SOLE 1309200 0 377140
AETNA INC COMMON 008117103 205 3671 SH SOLE 0 0 3671
AFFYMETRIX INC COMMON 00826T108 288 1700 SH SOLE 1200 0 500
AGILENT TECHNOLGIES COMMON 00846U101 33173 429075 SH SOLE 386750 0 42325
AGILE SOFTWARE CORP DEL COMMON 00846X105 17526 80680 SH SOLE 77010 0 3670
AIRGATE PCS INC COMMON 009367103 59733 1132385 SH SOLE 886995 0 245390
AIRNET COMMUNICATIONS CO COMMON 00941P106 1499 41200 SH SOLE 34410 0 6790
AKAMAI TECHNOLOGIES INC COMMON 00971T101 120229 366970 SH SOLE 304145 0 62825
ALBANY MOLECULAR RESH IN COMMON 012423109 821 26910 SH SOLE 18835 0 8075
ALCOA INC COMMON 013817101 339 4080 SH SOLE 4080 0 0
ALLAIRE CORP COMMON 016714107 173992 1189182 SH SOLE 943220 0 245962
ALLEGIANCE TELECOM INC COMMON 01747T102 49257 533955 SH SOLE 436910 0 97045
ALLIED CAP CORP NEW COMMON 01903Q108 411 22460 SH SOLE 22460 0 0
ALLIED RISER COMMUNICATI COMMON 019496108 42153 2037630 SH SOLE 1511065 0 526565
ALLTEL CORP COMMON 020039103 2134 25813 SH SOLE 14340 0 11473
ALPHA 1 BIOMEDICALS INC COMMON 020910105 1 112000 SH SOLE 0 0 112000
AMAZON COM INC COMMON 023135106 83724 1099821 SH SOLE 792776 0 307045
AMERICA ONLINE INC DEL COMMON 02364J104 141414 1863773 SH SOLE 1411633 0 452140
AMERICAN EXPRESS CO COMMON 025816109 24800 149175 SH SOLE 120325 0 28850
AMERICAN GENERAL CORP COMMON 026351106 875 11538 SH SOLE 50 0 11488
OXFORD GLYCOSCIENCES GBP 0264732 180 21700 SH SOLE 21700 0 0
DENOMINATION
AMERICAN HOME PRODS CORP COMMON 026609107 724 18450 SH SOLE 0 0 18450
AMERICAN INTL GROUP INC COMMON 026874107 41136 380445 SH SOLE 282363 0 98082
AMERICAN TOWER CORP CL A 029912201 319 10430 SH SOLE 0 0 10430
AMGEN INC COMMON 031162100 36697 610975 SH SOLE 500700 0 110275
ANADARKO PETE CORP COMMON 032511107 14483 424400 SH SOLE 424400 0 0
ANALOG DEVICES INC COMMON 032654105 560 6020 SH SOLE 4320 0 1700
ANHEUSER BUSCH COS INC COMMON 035229103 17913 252735 SH SOLE 185255 0 67480
AON CORP COMMON 037389103 900 22500 SH SOLE 0 0 22500
APACHE CORP COMMON 037411105 4888 132330 SH SOLE 109780 0 22550
APPLE COMPUTER INC COMMON 037833100 10582 102925 SH SOLE 67800 0 35125
APPLIED MATLS INC COMMON 038222105 6344 50075 SH SOLE 42650 0 7425
APPLIED MICRO CIRCUITS C COMMON 03822W109 47211 371008 SH SOLE 300125 0 70883
ARIBA INC COMMON 04033V104 212657 1198910 SH SOLE 907550 0 291360
ARM HLDGS PLC DEPOSITORY 042068106 2882 15050 SH SOLE 15000 0 50
RECEI
ARMOR HOLDINGS INC COMMON 042260109 307 23400 SH SOLE 23400 0 0
ART TECHNOLOGY GROUP INC COMMON 04289L107 133341 1040710 SH SOLE 849270 0 191440
ARTHROCARE CORP COMMON 043136100 323 5300 SH SOLE 4600 0 700
ASK JEEVES INC COMMON 045174109 1107 9800 SH SOLE 5300 0 4500
ASPECT DEV INC COMMON 045234101 3871 56510 SH SOLE 51360 0 5150
AT HOME CORP COM SER A 045919107 387 9032 SH SOLE 0 0 9032
ATLANTIC RICHFIELD CO COMMON 048825103 480 5550 SH SOLE 5550 0 0
AURORA BIOSCIENCES CORP COMMON 051920106 694 26200 SH SOLE 26200 0 0
AUTOMATIC DATA PROCESSIN COMMON 053015103 482 8939 SH SOLE 610 0 8329
AVANT IMMUNOTHERAPEUTICS COMMON 053491106 74 30000 SH SOLE 0 0 30000
AVAX TECHNOLOGIES INC COM PAR $0.004 053495305 104 15800 SH SOLE 15800 0 0
AXENT TECHNOLOGIES INC COMMON 05459C108 619 29478 SH SOLE 0 0 29478
BISYS GROUP INC COMMON 055472104 2548 39050 SH SOLE 36300 0 2750
BJ SVCS CO COMMON 055482103 16848 402941 SH SOLE 314721 0 88220
BP AMOCO P L C DEPOSITORY 055622104 2727 45972 SH SOLE 7678 0 38294
RECEI
BAKER HUGHES INC COMMON 057224107 398 18900 SH SOLE 18050 0 850
BALTIMORE TECHNOLOGIES P DEPOSITORY 059284109 396 4500 SH SOLE 4500 0 0
RECEI
BANK OF AMERICA CORP COMMON 060505104 212 4216 SH SOLE 100 0 4116
BARRICK GOLD CORP COMMON 067901108 354 20000 SH SOLE 20000 0 0
BE FREE INC COMMON 073308108 1128 15700 SH SOLE 4400 0 11300
BEA SYS INC COMMON 073325102 38945 556860 SH SOLE 421905 0 134955
BELL ATLANTIC CORP COMMON 077853109 685 11132 SH SOLE 130 0 11002
BELLSOUTH CORP COMMON 079860102 218 4664 SH SOLE 1892 0 2772
BENIHANA INC CL A 082047200 370 25600 SH SOLE 25600 0 0
BERRY PETE CO CL A 085789105 151 10000 SH SOLE 10000 0 0
BEST BUY INC COMMON 086516101 352 7000 SH SOLE 5100 0 1900
BIOGEN INC COMMON 090597105 6904 81700 SH SOLE 69120 0 12580
BIOTECH HOLDERS TR DEPOSTRY RCPTS 09067D201 617 4300 SH SOLE 4300 0 0
BLUESTONE SOFTWARE INC SER C PFD PRIV 095991105 22188 241173 SH SOLE 136568 0 104605
BOCA RESORTS INC CL A 09688T106 214 21900 SH SOLE 21900 0 0
BRISTOL MYERS SQUIBB CO COMMON 110122108 4545 70811 SH SOLE 59550 0 11261
BROADCOM CORP CL A 111320107 28121 1032445 SH SOLE 764425 0 268020
BROADVISION INC COMMON 111412102 527 3100 SH SOLE 3100 0 0
BROCADE COMMUNICATIONS S COMMON 111621108 135868 767615 SH SOLE 635400 0 132215
BROWN TOM INC COM NEW 115660201 191 14300 SH SOLE 14300 0 0
BUFFETS INC COMMON 119882108 1000 100000 SH SOLE 100000 0 0
BURLINGTON RES INC COMMON 122014103 1699 51400 SH SOLE 46850 0 4550
BURNHAM PAC PPTYS INC COMMON 12232C108 221 23625 SH SOLE 775 0 22850
CBT GROUP PUB LTD DEPOSITORY 124853300 35301 1053750 SH SOLE 936060 0 117690
RECEI
CBS CORP COMMON 12490K107 11420 178615 SH SOLE 155925 0 22690
C BRIDGE INTERNET SOL IN COMMON 12500B105 2378 48900 SH SOLE 38700 0 10200
CMGI INC COMMON 125750109 375003 1354414 SH SOLE 1084235 0 270179
CVS CORP COMMON 126650100 23652 593160 SH SOLE 499705 0 93455
CACHEFLOW INC COMMON 126946102 80417 615340 SH SOLE 491885 0 123455
C PORT SERIES C PRIVATE 126993104 1000 366300 SH SOLE 0 0 366300
PLACEMEN
CALIPER TECHNOLOGIES COR COMMON 130876105 23729 355490 SH SOLE 338540 0 16950
CAPITAL ONE FINL CORP COMMON 14040H105 289 6000 SH SOLE 6000 0 0
CAREER EDUCATION CORP COMMON 141665109 303 7900 SH SOLE 400 0 7500
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
NAME OF ISSUER TITLE OF CLASS CUSIP VALUE(K) SH/P AMT S/P P/C INV DSC MANAGERS SOLE SHARED NONE
<S> <C> <C> <C> <C> <C> <C> <C> <C>
CENDANT CORP COMMON 151313103 1217 45815 SH SOLE 34125 0 11690
CENTURYTEL INC COMMON 156700106 3236 68299 SH SOLE 43475 0 24824
CERETEK LLC COMMON 156990103 800 18000 SH SOLE 18000 0 0
CHARTER COMMUNICATIONS I CL A 16117M107 14932 682600 SH SOLE 618110 0 64490
CHECKFREE HLDGS CORP COMMON 162816102 6031 57715 SH SOLE 8815 0 48900
CHEMDEX CORP COMMON 163595101 1627 14660 SH SOLE 7580 0 7080
CHEVRON CORPORATION COMMON 166751107 924 10664 SH SOLE 5211 0 5453
CHUBB CORP COMMON 171232101 332 5900 SH SOLE 0 0 5900
CIENA CORP COMMON 171779101 94611 1645408 SH SOLE 1283884 0 361524
CINAR CORP SUB VTG SHS B 171905300 1545 63050 SH SOLE 48400 0 14650
CIRCLE INTL GROUP INC COMMON 172574105 267 12000 SH SOLE 12000 0 0
CIRCUIT CITY STORE INC CIRCT CITY GRP 172737108 1005 22300 SH SOLE 17800 0 4500
CISCO SYS INC COMMON 17275R102 1224 1146771 SH SOLE 945247 0 201524
CITIGROUP INC COMMON 172967101 10029 180090 SH SOLE 155705 0 24385
CLARUS CORP COMMON 182707109 14735 223250 SH SOLE 174800 0 48450
CLASSIC COMMUNICATIONS I CL A 182728204 2713 74200 SH SOLE 62000 0 12200
CLEAR CHANNEL COMMUNICAT COMMON 184502102 18714 209680 SH SOLE 178725 0 30955
COBALT NETWORKS INC COMMON 19074R101 149147 1376211 SH SOLE 1027915 0 348296
COBALT NETWORKS, INC SER C 190990101 17574 202702 SH SOLE 0 0 202702
PREFERRED
COCA COLA CO COMMON 191216100 1268 21761 SH SOLE 14625 0 7136
COLGATE PALMOLIVE CO COMMON 194162103 1077 16572 SH SOLE 572 0 16000
COLT TELECOM GROUP PLC DEPOSITORY 196877104 2275 11150 SH SOLE 11100 0 50
RECEI
COMDIAL CORP COM NEW 200332302 133 13400 SH SOLE 13400 0 0
COMMSCOPE INC COMMON 203372107 21406 530995 SH SOLE 418405 0 112590
COMVERSE TECHNOLOGY INC COM PAR $0.10 205862402 53974 372875 SH SOLE 271275 0 101600
CONCENTRIC NETWORK CORP COMMON 20589R107 1954 63400 SH SOLE 63400 0 0
CONCORD COMMUNICATIONS I COMMON 206186108 835 18825 SH SOLE 16700 0 2125
CONEXANT SYSTEMS INC COMMON 207142100 415 6250 SH SOLE 4200 0 2050
CONOCO INC CL A 208251306 416 16800 SH SOLE 16800 0 0
COOPER CAMERON CORP COMMON 216640102 306 6260 SH SOLE 6260 0 0
COPPER MTN NETWORKS INC COMMON 217510106 714 14637 SH SOLE 0 0 14637
COREL CORPORATION COMMON 21868Q109 1056 69800 SH SOLE 69800 0 0
CORNING INC COMMON 219350105 469 3635 SH SOLE 2800 0 835
CORPORATE EXECUTIVE BRD COMMON 21988R102 743 13300 SH SOLE 7410 0 5890
COSTCO WHSL CORP NEW COMMON 22160K105 7171 78588 SH SOLE 50965 0 27623
COVAD COMMUNICATIONS GRO COMMON 222814204 179945 3216890 SH SOLE 2451058 0 765832
CREO PRODS INC COMMON 225606102 746 19400 SH SOLE 19400 0 0
CRITICAL PATH INC COMMON 22674V100 12649 134025 SH SOLE 99425 0 34600
CROSSROADS SYS INC COMMON 22765D100 49460 585325 SH SOLE 440245 0 145080
CROSSROADS SYSTEMS SER E PFD STOCK 227990108 15210 225000 SH SOLE 0 0 225000
PRIV P
CURAGEN CORP COMMON 23126R101 907 13000 SH SOLE 13000 0 0
CYPRESS SEMICONDUCTOR CO COMMON 232806109 26770 826861 SH SOLE 641466 0 185395
CYSIVE INC COMMON 23281T108 2730 37890 SH SOLE 16750 0 21140
DAYTON HUDSON CORP COMMON 239753106 251 3420 SH SOLE 3420 0 0
DELL COMPUTER CORP COMMON 247025109 3392 66500 SH SOLE 57450 0 9050
DEVON ENERGY CORP NEW COMMON 25179M103 359 10929 SH SOLE 10400 0 529
DIAMOND TECHNOLOGY PARTN CL A 252762109 15864 184600 SH SOLE 145150 0 39450
DIGEX INC DEL CL A 253756100 25847 375960 SH SOLE 357215 0 18745
DIGITAL LIGHTWAVE INC COMMON 253855100 512 8000 SH SOLE 8000 0 0
DIGITAL INSIGHT CORP COMMON 25385P106 41094 1129720 SH SOLE 828190 0 301530
DIGITAL RIV INC COMMON 25388B104 6366 191105 SH SOLE 138105 0 53000
DITECH COMMUNICATIONS CO COMMON 25500M103 41119 439780 SH SOLE 332690 0 107090
DOLLAR TREE STORES INC COMMON 256747106 6717 138670 SH SOLE 138670 0 0
DONALDSON LUFKIN & JENRE COM DLJ 257661108 9709 200695 SH SOLE 184145 0 16550
DOUBLECLICK INC COMMON 258609304 30765 121572 SH SOLE 70720 0 50852
DRUGSTORE COM INC COMMON 262241102 393 10850 SH SOLE 7000 0 3850
DSL NET INC COMMON 262506108 2077 143850 SH SOLE 126050 0 17800
DU PONT E I DE NEMOURS & COMMON 263534109 587 8912 SH SOLE 1550 0 7362
E M C CORP MASS COMMON 268648102 125814 1151620 SH SOLE 974110 0 177510
E PIPHANY INC COMMON 26881V100 105718 473805 SH SOLE 374945 0 98860
ESAT TELECOM GROUP PLC DEPOSITORY 26883Y102 1302 14230 SH SOLE 3325 0 10905
RECEI
E-TEK DYNAMICS INC COMMON 269240107 64053 475790 SH SOLE 402090 0 73700
EARTHWEB INC COMMON 27032C108 1375 27325 SH SOLE 6550 0 20775
EBENX INC COMMON 278668108 40246 889425 SH SOLE 719045 0 170380
ECHOSTAR COMMUNICATIONS CL A 278762109 1082 11100 SH SOLE 3000 0 8100
ECOLLEGE COM COMMON 27887E100 144 13200 SH SOLE 7625 0 5575
J D EDWARDS & CO COMMON 281667105 4873 163100 SH SOLE 139800 0 23300
EGREETINGS NETWORK INC COMMON 282343102 874 86300 SH SOLE 29275 0 57025
ELECTRONIC ARTS INC COMMON 285512109 9679 115225 SH SOLE 73725 0 41500
EMMIS COMMUNICATIONS COR CL A 291525103 523 4200 SH SOLE 4200 0 0
EMULEX CORP COM NEW 292475209 4568 40600 SH SOLE 0 0 40600
EMUSIC COM INC COMMON 292476108 927 90450 SH SOLE 82550 0 7900
ENERGIS PLC ADR DEPOSITORY 29266H100 558 2375 SH SOLE 1000 0 1375
RECEI
ENGAGE TECHNOLOGIES INC COMMON 292827102 2531 42175 SH SOLE 23975 0 18200
ENRON CORP COMMON 293561106 706 15902 SH SOLE 3080 0 12822
ENTERCOM COMMUNICATIONS CL A 293639100 1958 29550 SH SOLE 16500 0 13050
ENTRUST TECHNOLOGIES INC COMMON 293848107 256 4275 SH SOLE 650 0 3625
EQUANT N V DEPOSITORY 294409107 35792 319570 SH SOLE 245285 0 74285
RECEI
EQUITY OFFICE PROPERTIES COMMON 294741103 318 12900 SH SOLE 4900 0 8000
ERICSSON L M TEL CO DEPOSITORY 294821400 376 5725 SH SOLE 4900 0 825
RECEI
ESPEED INC CL A 296643109 34575 972235 SH SOLE 851685 0 120550
ESSEX ENERGY FUND LP ESSEX PERF 296996101 7322 6500 SH SOLE 6500 0 0
FUND
EXCHANGE APPLICATIONS COMMON 300867108 676 12100 SH SOLE 8700 0 3400
EXODUS COMMUNICATIONS IN COMMON 302088109 2578 290380 SH SOLE 204250 0 86130
EXTREME NETWORKS INC COMMON 30226D106 77830 932100 SH SOLE 737500 0 14600
EXXON MOBIL CORP COMMON 30231G102 3788 47015 SH SOLE 22571 0 24444
FVC COM INC COMMON 30266P100 201 17200 SH SOLE 17200 0 0
F Y I INC COMMON 302712104 279 8200 SH SOLE 8200 0 0
FAIRCHILD SEMICONDUCTOR CL A 303726103 16438 552525 SH SOLE 422070 0 130455
ESSEX HIGH TECH (USA) LP LP INVESTOR JO 2620 1000 SH SOLE 1000 0 0
304991102
ESSEX GLOB FINL SERV FD EPF INVESTOR 304992100 3936 3800 SH SOLE 3800 0 0
ESSEX HIGH TECH FUND LP COMMON 313999104 1267 180 SH SOLE 0 0 180
FINISAR COMMON 31787A101 77133 858225 SH SOLE 723380 0 134845
ESSEX PERFORMANCE FUND COMMON 330995101 526 110053 SH SOLE 0 0 110053
FIRST UN CORP COMMON 337358105 1417 43030 SH SOLE 43030 0 0
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
NAME OF ISSUER TITLE OF CLASS CUSIP VALUE(K) SH/P AMT S/P P/C INV DSC MANAGERS SOLE SHARED NONE
<S> <C> <C> <C> <C> <C> <C> <C> <C>
FLAMEL TECHNOLOGIES SA DEPOSITORY 338488109 36 17100 SH SOLE 17100 0 0
RECEI
FLEXPORT EMRGING GROWTH COMMON 339994105 2160 390000 SH SOLE 0 0 390000
FLEXPORT LARGE CAP COMMON 339996100 2315 650000 SH SOLE 0 0 650000
FOREST LABS INC COMMON 345838106 18924 308015 SH SOLE 308015 0 0
FOUNDRY NETWORKS INC COMMON 35063R100 47837 158566 SH SOLE 110040 0 48526
FOX ENTMT GROUP INC CL A 35138T107 1603 64300 SH SOLE 62900 0 1400
FRANCE TELECOM DEPOSITORY 35177Q105 507 3800 SH SOLE 2000 0 1800
RECE
FREEMARKETS INC COMMON 356602102 71616 209825 SH SOLE 139875 0 69950
FREESHOP COM INC COMMON 356873109 32555 678225 SH SOLE 505025 0 173200
GTE CORP COMMON 362320103 890 12612 SH SOLE 9050 0 3562
GANNETT INC COMMON 364730101 1228 15050 SH SOLE 15050 0 0
GAP INC COMMON 364760108 4430 96300 SH SOLE 86800 0 9500
GEERLINGS & WADE INC COMMON 368473104 83 12000 SH SOLE 0 0 12000
GENE LOGIC INC COMMON 368689105 13781 520050 SH SOLE 503700 0 16350
GENENTECH INC COM NEW 368710406 76159 566235 SH SOLE 475495 0 90740
GENERAL ELEC CO COMMON 369604103 15016 97032 SH SOLE 67946 0 29086
GENERAL INSTR CORP DEL COMMON 370120107 11403 134150 SH SOLE 116050 0 18100
GENOME THERAPEUTICS CORP COMMON 372430108 200 12400 SH SOLE 12400 0 0
GEOWORKS CORP COMMON 373692102 397 23700 SH SOLE 23700 0 0
GETTHERE COM INC COMMON 374266104 402 9980 SH SOLE 6990 0 2990
GETTY IMAGES INC COMMON 374276103 19021 389175 SH SOLE 246005 0 143170
GILLETTE CO COMMON 375766102 410 9960 SH SOLE 260 0 9700
GLOBAL INDS LTD COMMON 379336100 166 19250 SH SOLE 15950 0 3300
GLOBAL MARINE INC COMMON 379352404 180 10845 SH SOLE 10845 0 0
GLOBAL TELESYSTEMS GROUP COMMON 37936U104 105406 3033260 SH SOLE 2385270 0 647990
GLOBECOMM SYSTEMS INC COMMON 37956X103 558 22100 SH SOLE 22100 0 0
GLOBESPAN INC COMMON 379571102 38483 590915 SH SOLE 492675 0 98240
GOLDEN TELECOM INC COMMON 38122G107 557 17400 SH SOLE 17400 0 0
GOLDMAN SACHS GROUP INC COMMON 38141G104 217 2300 SH SOLE 1300 0 1000
GOLF TR AMER INC COMMON 38168B103 336 19830 SH SOLE 13800 0 6030
GO2NET INC COMMON 383486107 636 7310 SH SOLE 2060 0 5250
GOTO COM INC COMMON 38348T107 1323 22515 SH SOLE 9175 0 13340
DEJA.COM INC SER D 383990108 1000 277008 SH SOLE 0 0 277008
PREFFERRED
GRANITE BROADCASTING COR COMMON 387241102 203 20000 SH SOLE 20000 0 0
GREAT PLAINS SOFTWARE COMMON 39119E105 6697 89590 SH SOLE 12790 0 76800
GRIC COMMUNICATIONS INC COMMON 398081109 1926 75900 SH SOLE 56075 0 19825
HNC SOFTWARE INC COMMON 40425P107 53840 509125 SH SOLE 461650 0 47475
HALLIBURTON CO COMMON 406216101 3613 89770 SH SOLE 74260 0 15510
HANDLEMAN CO DEL COMMON 410252100 1678 125450 SH SOLE 104750 0 20700
HARMON INDS INC NEW COMMON 413136102 2774 228750 SH SOLE 228750 0 0
HEALTHEON WEBMD CORP COMMON 422209106 19086 508950 SH SOLE 309650 0 199300
HELIX TECHNOLOGY CORP COMMON 423319102 457 10200 SH SOLE 9200 0 1000
HEMASURE INC COMMON 423504109 102 17000 SH SOLE 17000 0 0
HEWLETT PACKARD CO COMMON 428236103 1155 10156 SH SOLE 9106 0 1050
HIGH SPEED ACCESS CORP COMMON 42979U102 794 45060 SH SOLE 39760 0 5300
HOME DEPOT INC COMMON 437076102 99443 1446438 SH SOLE 1209602 0 236836
HOMESTORE COM INC COMMON 437852106 32009 431095 SH SOLE 371670 0 59425
HONEYWELL INTL INC COMMON 438516106 494 8562 SH SOLE 8000 0 562
HOUSEHOLD INTL INC COMMON 441815107 5132 137782 SH SOLE 120482 0 17300
I-CABLE COMMUNICATIONS L DEPOSITORY 44934B104 2302 91850 SH SOLE 80180 0 11670
RECEI
IGO CORP COMMON 449592104 981 108200 SH SOLE 56000 0 52200
IMS HEALTH INC COMMON 449934108 631 23200 SH SOLE 14500 0 8700
IRT CORP COMMON 450052303 4 15893 SH SOLE 0 0 15893
ISS GROUP INC COMMON 450306105 4088 57473 SH SOLE 0 0 57473
ITXC CORP COMMON 45069F109 70704 2102730 SH SOLE 1650700 0 452030
IBASIS INC COMMON 450732102 2174 75600 SH SOLE 65825 0 9775
IMCLONE SYS INC COMMON 45245W109 5732 144660 SH SOLE 115700 0 28960
IMANAGE INC COMMON 45245Y105 2092 65125 SH SOLE 54670 0 10455
INAMED CORP COMMON 453235103 19767 450530 SH SOLE 354090 0 96440
INCO LTD COMMON 453258402 323 13750 SH SOLE 3750 0 10000
INCYTE PHARMACEUTICALS I COMMON 45337C102 540 9000 SH SOLE 9000 0 0
INFINITY BROADCASTING CP CL A 45662S102 3275 90500 SH SOLE 71100 0 19400
INET TECHNOLOGIES INC COMMON 45662V105 2554 36550 SH SOLE 30350 0 6200
INFONET SVCS CORP CL B 45666T106 28837 1098550 SH SOLE 902225 0 196325
INFOSPACE COM INC COMMON 45678T102 145080 677943 SH SOLE 557808 0 120135
INKTOMI CORP COMMON 457277101 89781 1011614 SH SOLE 777160 0 234454
INSITUFORM TECHNOLOGIES CL A 457667103 1091 38630 SH SOLE 38630 0 0
INSIGHT COMMUNICATIONS I CL A 45768V108 871 29385 SH SOLE 22770 0 6615
INNKEEPERS USA TR COMMON 4576J0104 89 10850 SH SOLE 4700 0 6150
INSWEB CORP COMMON 45809K103 408 15975 SH SOLE 8700 0 7275
INTEL CORP COMMON 458140100 2052 24930 SH SOLE 15350 0 9580
INTERNAP NETWORK SVCS CO COMMON 45885A102 28570 165145 SH SOLE 112815 0 52330
INTERNATIONAL BUSINESS M COMMON 459200101 751 6960 SH SOLE 1960 0 5000
INTL PAPER CO COMMON 460146103 202 3573 SH SOLE 3573 0 0
INTERNET CAP GROUP INC COMMON 46059C106 74857 440335 SH SOLE 304120 0 136215
INTERNET INITIATIVE JAPA DEPOSITORY 11560 118950 SH SOLE 96300 0 22650
RECEI
INTERPUBLIC GROUP COS IN COMMON 460690100 6995 121260 SH SOLE 96160 0 25100
INTERNET COM CORP COMMON 460967102 11727 224440 SH SOLE 182885 0 41555
INTERTRUST TECHNOLOGIES COMMON 46113Q109 882 7500 SH SOLE 2325 0 5175
INTRAWARE INC COMMON 46118M103 260 3250 SH SOLE 3110 0 140
INTUIT COMMON 461202103 94083 1569690 SH SOLE 1269750 0 299940
INVITROGEN CORP COMMON 46185R100 55864 931070 SH SOLE 740735 0 190335
IONICS INC COMMON 462218108 700 24900 SH SOLE 24900 0 0
I2 TECHNOLOGIES INC COMMON 465754109 42681 218875 SH SOLE 189500 0 29375
JDS UNIPHASE CORP COMMON 46612J101 278576 1726934 SH SOLE 1389094 0 337840
JAKKS PAC INC COMMON 47012E106 2535 135662 SH SOLE 118157 0 17505
JAMESON INNS INC COMMON 470457102 121 17150 SH SOLE 1150 0 16000
JAZZTEL P L C DEPOSITORY 47214R152 47091 723090 SH SOLE 637580 0 85510
RECEI
JOHNSON & JOHNSON COMMON 478160104 7081 75936 SH SOLE 46485 0 29451
JONES INTERCABLE INC CL A 480206200 9126 131670 SH SOLE 108630 0 23040
JUNIPER NETWORKS INC COMMON 48203R104 59973 176390 SH SOLE 124495 0 51895
KLA-TENCOR CORP COMMON 482480100 3132 28125 SH SOLE 23750 0 4375
KANA COMMUNICATIONS COMMON 483600102 163285 796510 SH SOLE 569585 0 226925
TELECOM ITALIA MOBILE SP ITL 4876746 936 84200 SH SOLE 84200 0 0
KESTREL SOLUTIONS PRIVATE 492990106 400 125000 SH SOLE 0 0 125000
PLACEMEN
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
NAME OF ISSUER TITLE OF CLASS CUSIP VALUE(K) SH/P AMT S/P P/C INV DSC MANAGERS SOLE SHARED NONE
<S> <C> <C> <C> <C> <C> <C> <C> <C>
KEYCORP NEW COMMON 493267108 398 18000 SH SOLE 0 0 18000
KEYNOTE SYS INC COMMON 493308100 35877 486470 SH SOLE 384975 0 101495
KEYSPAN CORP COMMON 49337W100 812 35015 SH SOLE 22465 0 12550
KIMBERLY CLARK CORP COMMON 494368103 624 9530 SH SOLE 0 0 9530
KINDER MORGAN ENERGY PAR UT LTD PARTNER 494550106 576 13900 SH SOLE 13900 0 0
KINDER MORGAN INC KANS COMMON 49455P101 371 18400 SH SOLE 18400 0 0
KING PHARMACEUTICALS INC COMMON 495582108 71368 1273009 SH SOLE 1025871 0 247138
KNIGHT/TRIMARK GROUP INC CL A 499068104 216 4700 SH SOLE 4700 0 0
KNOT INC COMMON 499184109 662 78500 SH SOLE 22200 0 56300
KOPIN CORP COMMON 500600101 420 10000 SH SOLE 10000 0 0
KRONOS INC COMMON 501052104 22466 374432 SH SOLE 372627 0 1805
KULICKE & SOFFA INDS INC COMMON 501242101 25019 587820 SH SOLE 450320 0 137500
KYOCERA CORP DEPOSITORY RECEI 501556203 10362 39550 SH SOLE 32600 0 6950
LJL BIOSYSTEMS INC COMMON 501873103 235 29800 SH SOLE 29800 0 0
LABOR READY INC COM NEW 505401208 141 11600 SH SOLE 900 0 10700
LAM RESEARCH CORP COMMON 512807108 26227 235090 SH SOLE 229590 0 5500
LATITUDE COMMUNICATIONS COMMON 518292107 298 11400 SH SOLE 11400 0 0
LEGATO SYS INC COMMON 524651106 5422 78800 SH SOLE 4000 0 74800
LEHMAN BROS HLDGS INC COMMON 524908100 618 7300 SH SOLE 4900 0 2400
LEVEL 3 COMMUNICATIONS I COMMON 52729N100 30529 372875 SH SOLE 269400 0 103475
TELECOM ITALIA SPA EURO DEN 5297506 296 21100 SH SOLE 21100 0 0
LEXMARK INTL GROUP INC CL A 529771107 31565 348787 SH SOLE 288472 0 60315
LIBERATE TECHNOLOGIES COMMON 530129105 7760 30195 SH SOLE 21305 0 8890
LIFEMINDERS COM INC COMMON 53219H108 3222 55795 SH SOLE 46045 0 9750
LILLY ELI & CO COMMON 532457108 414 6226 SH SOLE 2046 0 4180
LINEAR TECHNOLOGY CORP COMMON 535678106 215 3000 SH SOLE 3000 0 0
LINENS N THINGS INC COMMON 535679104 693 23400 SH SOLE 4060 0 19340
LIQUID AUDIO INC COMMON 53631T102 273 10415 SH SOLE 5075 0 5340
LIVING.COM SER B PFD PRIVATE PLACEMEN 538990102 750 79893 SH SOLE 0 0 79893
LOISLAW COM INC COMMON 541431102 12057 308160 SH SOLE 246440 0 61720
LOOKSMART LTD COMMON 543442107 6938 256975 SH SOLE 165035 0 91940
LUCENT TECHNOLOGIES INC COMMON 549463107 5577 74362 SH SOLE 16641 0 57721
LYCOS INC COMMON 550818108 15757 198045 SH SOLE 145840 0 52205
LYNX THERAPEUTICS INC COM NEW 551812308 10046 310310 SH SOLE 245885 0 64425
MCI WORLDCOM INC COMMON 55268B106 1435 27035 SH SOLE 21150 0 5885
MKS INSTRUMENT INC COMMON 55306N104 4334 119970 SH SOLE 112520 0 7450
MPSI SYSTEMS (UNRESTR) DTC POSITION 553412206 38 20500 SH SOLE 0 0 20500
MACROVISION CORP COMMON 555904101 18567 250900 SH SOLE 231820 0 19080
MACROMEDIA INC COMMON 556100105 629 8600 SH SOLE 2400 0 6200
MAKER COMMUNICATIONS INC COMMON 560875106 9855 230520 SH SOLE 190780 0 39740
MANAGEMENT NETWORK GROUP COMMON 561693102 2479 75975 SH SOLE 61850 0 14125
MAMAMEDIA SER D PRIVATE PLACEMEN 561994104 903 167220 SH SOLE 74627 0 92593
MARINE DRILLING COS INC COM PAR $0.01 568240204 2331 103900 SH SOLE 102900 0 1000
MARSH & MCLENNAN COS INC COMMON 571748102 6487 67790 SH SOLE 57750 0 10040
VERSATEL TELECOM INTL NV COMMON 5731532 21752 620000 SH SOLE 469600 0 150400
MATHSOFT INC COMMON 576798102 91 20000 SH SOLE 0 0 20000
LOOKSMART, LTD SER C PFD PRIVATE PLACEMEN 576990105 7290 300000 SH SOLE 0 0 300000
MAXIM INTEGRATED PRODS I COMMON 57772K101 36792 779690 SH SOLE 601450 0 178240
MAXYGEN INC COMMON 577776107 3635 51200 SH SOLE 40300 0 10900
MCAFEE COM CORP CL A 579062100 7387 164150 SH SOLE 129900 0 34250
MCGRAW HILL COS INC COMMON 580645109 58421 948000 SH SOLE 780490 0 167510
EVOTEC BIOSYSTEMS AG EVOTEC BIOSYSTEM 5811917 831 21700 SH SOLE 21700 0 0
MCLEODUSA INC COMMON 582266102 12470 211800 SH SOLE 126900 0 84900
MEDIAONE GROUP INC COMMON 58440J104 3435 44713 SH SOLE 8755 0 35958
MEDIA METRIX INC COMMON 58440X103 1859 51998 SH SOLE 42078 0 9920
MEDIAPLEX INC COMMON 58446B105 2303 36700 SH SOLE 33200 0 3500
MEDICALOGIC INC COMMON 584642102 374 17790 SH SOLE 6130 0 11660
MEDIMMUNE INC COMMON 584699102 35570 214440 SH SOLE 188875 0 25565
MEDTRONIC INC COMMON 585055106 38264 1050120 SH SOLE 890740 0 159380
MERCK & CO INC COMMON 589331107 1150 17112 SH SOLE 7605 0 9507
MERIT MED SYS INC COMMON 589889104 81 11200 SH SOLE 11200 0 0
MERRILL LYNCH & CO INC COMMON 590188108 408 4900 SH SOLE 4900 0 0
MESSAGEMEDIA (RESTR) PROSPECTUS RULE 597087107 6860 487805 SH SOLE 310439 0 177366
METASOLV SOFTWARE INC COMMON 591393103 37011 452730 SH SOLE 415230 0 37500
METHODE ELECTRS INC CL A 591520200 276 8600 SH SOLE 8600 0 0
METRICOM INC COMMON 591596101 11440 145500 SH SOLE 145500 0 0
METRIS COS INC COMMON 591598107 211 5900 SH SOLE 5900 0 0
METROMEDIA FIBER NETWORK CL A 591689104 12483 260410 SH SOLE 205500 0 54910
MICREL INC COMMON 594793101 401 7050 SH SOLE 7050 0 0
MICROSOFT CORP COMMON 594918104 148427 1271325 SH SOLE 1027638 0 243687
MICROMUSE INC COMMON 595094103 206421 1214240 SH SOLE 983365 0 230875
MILLENNIUM PHARMACEUTICA COMMON 599902103 2537 20795 SH SOLE 10240 0 10555
MINNESOTA MNG & MFG CO COMMON 604059105 410 4194 SH SOLE 470 0 3724
MIPS TECHNOLOGIES INC CL A 604567107 42595 819135 SH SOLE 590915 0 228220
MODEM MEDIA POPPE TYSON CL A 607533106 1548 22000 SH SOLE 13000 0 9000
MONTANA POWER CO COMMON 612085100 7177 199005 SH SOLE 117045 0 81960
MORGAN J P & CO INC COMMON 616880100 369 2917 SH SOLE 900 0 2017
MORGAN STANLEY DEAN WITT COM NEW 617446448 19123 133963 SH SOLE 122675 0 11288
MOTOROLA INC/CV/LYON NOTE 9/0 620076AE9 675 250000 PRN SOLE 250000 0 0
MYPOINTS COM INC COMMON 62855T102 17447 235775 SH SOLE 209575 0 26200
NBC INTERNET INC CL A 62873D105 780 10100 SH SOLE 2800 0 7300
NTL INC COMMON 629407107 777 6225 SH SOLE 6225 0 0
NABORS INDS INC COMMON 629568106 4243 137136 SH SOLE 118036 0 19100
NATIONAL COMPUTER SYS IN COMMON 635519101 9083 241400 SH SOLE 241400 0 0
NATIONAL INFO CONSORTIUM COMMON 636491102 13598 424935 SH SOLE 371585 0 53350
NATURAL MICROSYSTEMS COR COMMON 638882100 702 15000 SH SOLE 15000 0 0
NAVISITE INC COMMON 63935M109 22313 223125 SH SOLE 171125 0 52000
NETWORK EVENT THEATER, I PRIV PLACEMENT 640924106 3338 124665 SH SOLE 80415 0 44250
NETBANK INC COMMON 640933107 858 46375 SH SOLE 46240 0 135
NETWORKS ASSOCS INC COMMON 640938106 228 8530 SH SOLE 8530 0 0
NET2PHONE COMMON 64108N106 95101 2070233 SH SOLE 1692928 0 377305
NETCREATIONS INC COMMON 64110N102 1210 27500 SH SOLE 7700 0 19800
NETEGRITY (RESTR) PROSPECTUS RULE 64110P107 24451 429435 SH SOLE 369538 0 59897
NETOPIA INC COMMON 64114K104 53252 980470 SH SOLE 801190 0 179280
NETOBJECTS INC COMMON 64114L102 0 30262 SH SOLE 30262 0 0
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
NAME OF ISSUER TITLE OF CLASS CUSIP VALUE(K) SH/P AMT S/P P/C INV DSC MANAGERS SOLE SHARED NONE
<S> <C> <C> <C> <C> <C> <C> <C> <C>
NETRO CORP COMMON 64114R109 284 5575 SH SOLE 5575 0 0
NETIQ CORP COMMON 64115P102 382 7340 SH SOLE 6865 0 475
NETWORK APPLIANCE INC COMMON 64120L104 78546 945620 SH SOLE 821730 0 123890
NETWORK ACCESS SOLUTIONS COMMON 64120S109 13632 413100 SH SOLE 308700 0 104400
NETWORK SOLUTIONS INC DE COMMON 64121Q102 46496 213714 SH SOLE 171944 0 41770
HUTCHISON WHAMPOA ORD HKD0.25 6448068 247 17000 SH SOLE 17000 0 0
NEW YORK TIMES CO CL A 650111107 860 17500 SH SOLE 17500 0 0
NEWMONT MINING CORP COMMON 651639106 390 15900 SH SOLE 15900 0 0
NEWPARK RES INC COM PAR $.01NEW 651718504 613 100000 SH SOLE 100000 0 0
NEXTCARD INC COMMON 65332K107 56440 1954620 SH SOLE 1364415 0 590205
NEXTEL COMMUNICATIONS IN CL A 65332V103 7817 75800 SH SOLE 57900 0 17900
NEXTLINK COMMUNICATIONS CL A 65333H707 5945 71570 SH SOLE 56050 0 15520
NICE SYS LTD DEPOSITORY RECEI 653656108 4033 82000 SH SOLE 67600 0 14400
NIPPON TELEG & TEL CORP DEPOSITORY RECEI 654624105 301 3495 SH SOLE 2970 0 525
NOBLE AFFILIATES INC COMMON 654894104 259 12065 SH SOLE 11615 0 450
NOKIA CORP ORD. 654902204 159238 833435 SH SOLE 661935 0 171500
NOBLE DRILLING CORP COMMON 655042109 5646 172400 SH SOLE 147300 0 25100
NORTEL NETWORKS CORP COMMON 656569100 1789 17716 SH SOLE 0 0 17716
NORTHPOINT COMMUNICATION COMMON 666610100 17434 726409 SH SOLE 600875 0 125534
NOVELL INC COMMON 670006105 4834 121050 SH SOLE 83200 0 37850
NOVELLUS SYS INC COMMON 670008101 649 5300 SH SOLE 300 0 5000
NVIDIA CORP COMMON 67066G104 312 6650 SH SOLE 3050 0 3600
OBJECT DESIGN INC COMMON 674416102 5116 352800 SH SOLE 310200 0 42600
OFFICEMAX INC COMMON 67622M108 54 10000 SH SOLE 0 0 10000
SOFTBANK CORP JAPAN ISSUE 6770620 28760 30100 SH SOLE 19175 0 10925
OMNICOM GROUP INC COMMON 681919106 695 6950 SH SOLE 5150 0 1800
OMNIPOINT CORP COMMON 68212D102 8287 68700 SH SOLE 59200 0 9500
ONDISPLAY INC COMMON 68232L100 3126 34400 SH SOLE 26700 0 7700
ONYX SOFTWARE CORP COMMON 683402101 1221 33000 SH SOLE 0 0 33000
OPEN JT STK CO-VIMPEL CO DEPOSITORY RECEI 68370R109 16244 364000 SH SOLE 290400 0 73600
OPTICAL COATING LAB INC COMMON 683829105 27025 91300 SH SOLE 80200 0 11100
ORACLE CORP COMMON 68389X105 13231 118065 SH SOLE 98085 0 19980
ORANGE PLC DEPOSITORY RECEI 685211104 248 1500 SH SOLE 1500 0 0
OUTBACK STEAKHOUSE INC COMMON 689899102 13317 513420 SH SOLE 371699 0 141721
PE CORP - BIO GROUP COM PE BIO GRP 69332S102 177225 1473040 SH SOLE 1200135 0 272905
PE CORP - CELERA GEN CELERA GEN GRP 69332S201 72088 483815 SH SOLE 391200 0 92615
P F CHANGS CHINA BISTRO COMMON 69333Y108 245 9850 SH SOLE 8000 0 1850
PMC-SIERRA INC COMMON 69344F106 21261 132625 SH SOLE 85000 0 47625
PARAMETRIC TECHNOLOGY CO COMMON 699173100 16480 608975 SH SOLE 505250 0 103725
PCORDER COM INC CL A 70453H107 1907 37400 SH SOLE 32700 0 4700
PEGASUS SYSTEMS INC COMMON 705906105 476 7900 SH SOLE 7300 0 600
PERITUS SOFTWARE SVC RESTRICTED STOCK 714006103 1 10088 SH SOLE 0 0 10088
PETROLEUM GEO-SVCS A/S DEPOSITORY RECEI 716597109 2232 125300 SH SOLE 124700 0 600
PFIZER INC COMMON 717081103 5161 159105 SH SOLE 65985 0 93120
PFSWEB INC COMMON 717098107 732 19525 SH SOLE 7005 0 12520
PHELPS DODGE CORP COMMON 717265102 714 10600 SH SOLE 6600 0 4000
PHONE COM INC COMMON 71920Q100 240450 2073966 SH SOLE 1635980 0 437986
PINNACLE SYS INC COMMON 723481107 4630 113800 SH SOLE 100000 0 13800
PIXAR COMMON 725811103 12765 360850 SH SOLE 341800 0 19050
PLAYBOY ENTERPRISES INC CL B 728117300 204 8400 SH SOLE 5000 0 3400
PLUG POWER INC COMMON 72919P103 1884 66685 SH SOLE 47935 0 18750
POGO PRODUCING CO COMMON 730448107 227 11165 SH SOLE 11165 0 0
POLYCOM INC COMMON 73172K104 29835 468465 SH SOLE 442895 0 25570
PORTAL SOFTWARE INC COMMON 736126103 27209 264485 SH SOLE 228755 0 35730
PORTUGAL TELECOM S A DEPOSITORY RECEI 737273102 258 23700 SH SOLE 23700 0 0
POTOMAC ELEC PWR CO COMMON 737679100 462 20150 SH SOLE 17300 0 2850
POWERWAVE TECHNOLOGIES I COMMON 739363109 671 11500 SH SOLE 11500 0 0
POWERTEL INC COMMON 73936C109 20185 201100 SH SOLE 167710 0 33390
PRENTISS PPTYS TR SH BEN INT 740706106 425 19875 SH SOLE 7950 0 11925
PREVIEW TRAVEL INC COMMON 74137R101 2606 50000 SH SOLE 50000 0 0
PROBUSINESS SERVICES INC COMMON 742674104 1670 46380 SH SOLE 32475 0 13905
PROCTER & GAMBLE CO COMMON 742718109 466 4254 SH SOLE 250 0 4004
PROTEIN DESIGN LABS INC COMMON 74369L103 10683 152608 SH SOLE 116608 0 36000
DYAX CORP CV PFD $0. 743997892 103 28944 SH SOLE 28944 0 0
PROXICOM INC COMMON 744282104 57688 464060 SH SOLE 438570 0 25490
PROXIM INC COMMON 744284100 1408 12800 SH SOLE 12800 0 0
PSINET INC COMMON 74437C101 3853 62400 SH SOLE 43600 0 18800
PURCHASEPRO COM COMMON 746144104 1667 12125 SH SOLE 3400 0 8725
QLT PHOTOTHERAPEUTICS IN COMMON 746927102 67378 1146860 SH SOLE 920035 0 226825
QRS CORP COMMON 74726X105 5156 49100 SH SOLE 40500 0 8600
QLOGIC CORP COMMON 747277101 45349 283655 SH SOLE 222080 0 61575
QUALCOMM INC COMMON 747525103 3029 17200 SH SOLE 9600 0 7600
QUEST SOFTWARE INC COMMON 74834T103 36119 354105 SH SOLE 270205 0 83900
QWEST COMMUNICATIONS INT COMMON 749121109 74995 1744067 SH SOLE 1250095 0 493972
R & B FALCON CORP COMMON 74912E101 10893 822140 SH SOLE 615975 0 206165
RCN CORP COMMON 749361101 12288 253356 SH SOLE 176064 0 77292
RADIO ONE INC CL A 75040P108 432 4700 SH SOLE 4700 0 0
RADIO UNICA COMMUNICATIO COMMON 75040Q106 3630 125705 SH SOLE 96155 0 29550
RARE HOSPITALITY INTL IN COMMON 753820109 539 24900 SH SOLE 24900 0 0
RATIONAL SOFTWARE CORP COM NEW 75409P202 5713 116300 SH SOLE 71800 0 44500
RAVISENT TECHNOLOGIES IN COMMON 754440105 58430 1520120 SH SOLE 1049385 0 470735
REALNETWORKS INC COMMON 75605L104 28476 236685 SH SOLE 169830 0 66855
RED HAT INC COMMON 756577102 7950 37635 SH SOLE 19110 0 18525
REDBACK NETWORKS INC COMMON 757209101 267633 1507794 SH SOLE 1107640 0 400154
RESEARCH IN MOTION LTD COMMON 760975102 9570 207200 SH SOLE 93500 0 113700
RETEK INC COMMON 76128Q109 56465 750370 SH SOLE 601680 0 148690
RHYTHMS NETCONNECTIONS I COMMON 762430205 16485 531785 SH SOLE 415250 0 116535
ROWECOM INC COMMON 77957X108 808 17800 SH SOLE 16900 0 900
ROYAL DUTCH PETE CO DEPOSITORY RECEI 780257804 1572 25954 SH SOLE 9003 0 16951
ROYAL PTT NEDERLAND N V DEPOSITORY RECEI 780641205 586 6100 SH SOLE 6100 0 0
RUDOLPH TECHNOLOGIES INC COMMON 781270103 1444 43100 SH SOLE 37400 0 5700
RURAL CELLULAR CORP CL A 781904107 1014 11200 SH SOLE 11200 0 0
SBC COMMUNICATIONS INC COMMON 78387G103 1851 37962 SH SOLE 2835 0 35127
S1 CORPORATION COMMON 78463B101 79668 1019755 SH SOLE 813675 0 206080
SAGA SYS INC COMMON 786610105 756 37900 SH SOLE 24000 0 13900
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
NAME OF ISSUER TITLE OF CLASS CUSIP VALUE(K) SH/P AMT S/P P/C INV DSC MANAGERS SOLE SHARED NONE
<S> <C> <C> <C> <C> <C> <C> <C> <C>
SANTA CRUZ OPERATION INC COMMON 801833104 274 9025 SH SOLE 1150 0 7875
SAPIENT CORP COMMON 803062108 606 4300 SH SOLE 3000 0 1300
SATYAM INFOWAY LTD DEPOSITORY RECEI 804099109 430 2775 SH SOLE 800 0 1975
SBS BROADCASTING SA NOTE 7.000 12/0 805906AB0 671 390000 PRN SOLE 390000 0 0
SCHERING PLOUGH CORP COMMON 806605101 2936 69285 SH SOLE 57085 0 12200
SCHLUMBERGER LTD COMMON 806857108 33916 604295 SH SOLE 429300 0 174995
SCIENT CORP COMMON 80864H109 49268 569985 SH SOLE 468675 0 101310
SCIQUEST COM INC COMMON 80908Q107 11333 142550 SH SOLE 121750 0 20800
SEAGATE TECHNOLOGY COMMON 811804103 1609 34550 SH SOLE 7750 0 26800
SEAGRAM LTD COMMON 811850106 15358 343200 SH SOLE 332565 0 10635
SEGA ENTERPRISES LTD DEPOSITORY RECEI 815793104 552 69500 SH SOLE 19900 0 49600
SEPRACOR INC COMMON 817315104 46990 473750 SH SOLE 412595 0 61155
SEROLOGICALS CORP COMMON 817523103 221 36775 SH SOLE 21475 0 15300
SIEBEL SYS INC COMMON 826170102 36187 430800 SH SOLE 402440 0 28360
SIERRACITIES COM INC COMMON 826521106 3990 233000 SH SOLE 230500 0 2500
SILVERSTREAM SOFTWARE IN COMMON 827907106 5117 43000 SH SOLE 23100 0 19900
SILVERSTREAM SER D PFD PRIVATE PLACEMEN 828990101 36639 342105 SH SOLE 57530 0 284575
SILVERSTREAM SOFTWARE PR PLACE SER C C 828995100 48793 455581 SH SOLE 455581 0 0
SIRIUS SATELLITE RADIO I COMMON 82966U103 2752 61850 SH SOLE 57950 0 3900
SITARA NETWORKS SER E PRIVATE PLACEMEN 829990100 700 181818 SH SOLE 0 0 181818
SMARTERKIDS COM COMMON 83169C106 756 104240 SH SOLE 82240 0 22000
SMARTDISK CORP COMMON 83169Q105 27257 832275 SH SOLE 657355 0 174920
SMITH INTL INC COMMON 832110100 2484 49985 SH SOLE 39485 0 10500
SOFTECH INC COMMON 834021107 43 31000 SH SOLE 0 0 31000
SONERA GROUP PLC DEPOSITORY RECEI 835433202 25458 367625 SH SOLE 319775 0 47850
SONY CORP DEPOSITORY RECEI 835699307 243845 856347 SH SOLE 687172 0 169175
SOURCINGLINK NET INC COM NEW 836171207 746 28700 SH SOLE 8000 0 20700
WOMEN.COM SER E PFD PRIVATE PLACEMEN 837990100 143 12540 SH SOLE 10178 0 2362
SPANISH BROADCASTING SYS CL A 846425882 3064 76135 SH SOLE 40415 0 35720
SPRINT CORP COM FON GROUP 852061100 1390 20655 SH SOLE 685 0 19970
SPRINT CORP PCS COM SER 1 852061506 1834 17893 SH SOLE 12900 0 4993
STAMPS COM INC COMMON 852857101 15078 362240 SH SOLE 314270 0 47970
STAPLES INC COMMON 855030102 39218 1890015 SH SOLE 1644615 0 245400
STARMEDIA NETWORK INC COMMON 855546107 4216 105230 SH SOLE 76655 0 28575
STATE STR CORP COMMON 857477103 8064 110375 SH SOLE 93901 0 16474
STMICROELECTRONICS N V COMMON 861012102 575 3800 SH SOLE 0 0 3800
STREAMLINE COM INC COMMON 863239109 696 81300 SH SOLE 81300 0 0
STUDENT ADVANTAGE INC COMMON 86386Q105 7366 332000 SH SOLE 237100 0 94900
SUN MICROSYSTEMS INC COMMON 866810104 45527 587922 SH SOLE 476460 0 111462
SYMBOL TECHNOLOGIES INC COMMON 871508107 11281 177473 SH SOLE 155863 0 21610
SYMYX TECHNOLOGIES COMMON 87155S108 32917 1097220 SH SOLE 881105 0 216115
SYNOPSYS INC COMMON 871607107 334 5000 SH SOLE 5000 0 0
TCI SATELLITE ENTMT INC CL A 872298104 618 38600 SH SOLE 10800 0 27800
TSI INTERNATIONAL SOFTWA COMMON 872879101 16722 295312 SH SOLE 234592 0 60720
TMP WORLDWIDE INC COMMON 872941109 5034 35450 SH SOLE 28500 0 6950
TANDY CORP COMMON 875382103 3224 65535 SH SOLE 57085 0 8450
TANNING TECHNOLOGY CORP COMMON 87588P101 10048 170480 SH SOLE 146010 0 24470
TECHNOLOGY SOLUTIONS CO COMMON 87872T108 3560 108700 SH SOLE 68600 0 40100
TELEFONOS DE MEXICO S A DEPOSITORY RECEI 879403780 563 5000 SH SOLE 0 0 5000
TELLABS INC COMMON 879664100 886 13810 SH SOLE 0 0 13810
TELETECH HOLDINGS INC COMMON 879939106 1220 36200 SH SOLE 10200 0 26000
TELESYSTEM INTL WIRELESS SUB VTG SHS 879946101 30337 814410 SH SOLE 627110 0 187300
TENFOLD CORP COMMON 88033A103 27009 676280 SH SOLE 523585 0 152695
TERADYNE INC COMMON 880770102 45575 690531 SH SOLE 504500 0 186031
TERAYON COMMUNICATION SY COMMON 880775101 948 15100 SH SOLE 4300 0 10800
TERRA NETWORKS S A DEPOSITORY RECEI 88100W103 44211 807500 SH SOLE 716575 0 90925
TEXACO INC COMMON 881694103 317 5840 SH SOLE 500 0 5340
TEXAS INSTRS INC COMMON 882508104 25786 266870 SH SOLE 212820 0 54050
TICKETS COM INC COMMON 88633M101 529 36990 SH SOLE 14645 0 22345
TICKETMASTER ONLINE-CITY CL B 88633P203 1591 41400 SH SOLE 12700 0 28700
TIME WARNER INC COMMON 887315109 701 9690 SH SOLE 8730 0 960
TIME WARNER TELECOM INC CL A 887319101 11095 222170 SH SOLE 184960 0 37210
TIMES MIRROR CO NEW COM SER A 887364107 916 13665 SH SOLE 6290 0 7375
TIVO INC COMMON 888706108 3438 101855 SH SOLE 73590 0 28265
TOO INC COMMON 890333107 2067 119842 SH SOLE 119842 0 0
TRANSKARYOTIC THERAPIES COMMON 893735100 7638 198400 SH SOLE 198400 0 0
TREGA BIOSCIENCES INC COMMON 894699107 85 36200 SH SOLE 36200 0 0
TRIBUNE CO NEW COMMON 896047107 1667 30270 SH SOLE 30270 0 0
TRINTECH GROUP PLC DEPOSITORY RECEI 896682101 2158 43600 SH SOLE 36605 0 6995
TRITEL INC CL A 89675X104 6250 197235 SH SOLE 149240 0 47995
TRITON PCS HLDGS INC CL A 89677M106 69757 1533120 SH SOLE 1223185 0 309935
TRIZETTO GROUP INC COMMON 896882107 280 6000 SH SOLE 6000 0 0
TULARIK INC COMMON 899165104 21835 674450 SH SOLE 638500 0 35950
TUT SYSTEMS COMMON 901103101 686 12800 SH SOLE 12800 0 0
TWEETER HOME ENTMT GROUP COMMON 901167106 22237 626400 SH SOLE 512310 0 114090
USA NETWORKS INC COMMON 902984103 1137 20575 SH SOLE 10300 0 10275
UNITED PARCEL SERVICE IN CL B 911312106 62638 907790 SH SOLE 739600 0 168190
UNITED TECHNOLOGIES CORP COMMON 913017109 1066 16404 SH SOLE 10054 0 6350
UNITEDGLOBALCOM CL A 913247508 10181 144150 SH SOLE 106210 0 37940
UNIVISION COMMUNICATIONS CL A 914906102 572 5600 SH SOLE 2800 0 2800
USINTERNETWORKING INC COMMON 917311805 2184 31250 SH SOLE 13600 0 17650
VA LINUX SYSTEMS INC COMMON 91819B105 11230 54350 SH SOLE 45330 0 9020
VALUEVISION INTL INC CL A 92047K107 837 14600 SH SOLE 4100 0 10500
VASTAR RES INC COMMON 922380100 13122 222415 SH SOLE 162990 0 59425
VERIO INC COMMON 923433106 513 11100 SH SOLE 2400 0 8700
VERITAS SOFTWARE CO COMMON 923436109 117521 821109 SH SOLE 750113 0 70996
VERISIGN INC COMMON 92343E102 372524 1951025 SH SOLE 1478425 0 472600
VERISITY LTD SER D PFD PRIVATE PLACEMEN 923991103 500 67884 SH SOLE 0 0 67884
VERSATEL TELECOM INTL N DEPOSITORY RECEI 925301103 62978 1802585 SH SOLE 1426285 0 376300
VERTICALNET INC COMMON 92532L107 44422 270865 SH SOLE 182590 0 88275
VIACOM INC/CL B CL B 925524308 12618 208785 SH SOLE 177460 0 31325
VIATEL INC COMMON 925529208 15746 293630 SH SOLE 225230 0 68400
VIANT CORP COMMON 92553N107 14139 142820 SH SOLE 90020 0 52800
VIGNETTE CORP COMMON 926734104 254944 1564072 SH SOLE 1066032 0 498040
VINTAGE PETE INC COMMON 927460105 161 13310 SH SOLE 13310 0 0
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
NAME OF ISSUER TITLE OF CLASS CUSIP VALUE(K) SH/P AMT S/P P/C INV DSC MANAGERS SOLE SHARED NONE
<S> <C> <C> <C> <C> <C> <C> <C> <C>
VISUAL NETWORKS INC COMMON 928444108 1094 13800 SH SOLE 13800 0 0
VISX INC DEL COMMON 92844S105 308 5950 SH SOLE 5950 0 0
VITESSE SEMICONDUCTOR CO COMMON 928497106 2866 54650 SH SOLE 49200 0 5450
VODAFONE AIRTOUCH PLC DEPOSITORY RECEI 92857T107 656 13260 SH SOLE 13260 0 0
VOICESTREAM WIRELESS COR COMMON 928615103 63654 447285 SH SOLE 364610 0 82675
WAL MART STORES INC COMMON 931142103 33349 482442 SH SOLE 362005 0 120437
WALGREEN CO COMMON 931422109 932 31880 SH SOLE 26280 0 5600
WARNER LAMBERT CO COMMON 934488107 2840 34655 SH SOLE 29955 0 4700
WATERS CORP COMMON 941848103 12790 241330 SH SOLE 217390 0 23940
WEATHERFORD INTL INC COMMON 947074100 1398 35000 SH SOLE 33000 0 2000
WEB STREET INC COMMON 947336103 5849 472635 SH SOLE 361915 0 110720
WELLS FARGO & CO NEW COMMON 949746101 441 10905 SH SOLE 10005 0 900
WESTERN WIRELESS CORP CL A 95988E204 280 4200 SH SOLE 4200 0 0
WILDFIRE COMM WRTS EX AT $5 EXP 10/ 967990102 0 400000 SH SOLE 90000 0 310000
WILDFIRE COMMUNICATIONS SER E PFD PRIV P 967991100 2000 400000 SH SOLE 90000 0 310000
WILLIAMS COMMUNICATIONS CL A 969455104 37481 1295250 SH SOLE 919020 0 376230
WILLIAMS COS INC DEL COMMON 969457100 44040 1440992 SH SOLE 1145677 0 295315
WINSTAR COMMUNICATIONS I COMMON 975515107 55965 743720 SH SOLE 580565 0 163155
WOMEN.COM NETWORKS PRIVATE PLACEMEN 978990109 2079 182370 SH SOLE 148020 0 34350
WORLDGATE COMMUNICATIONS COMMON 98156L307 1169 24585 SH SOLE 22225 0 2360
XILINX INC COMMON 983919101 28257 621450 SH SOLE 566800 0 54650
XIRCOM INC COMMON 983922105 31110 414800 SH SOLE 290800 0 124000
XPEDIOR INC COMMON 98413B100 2153 74900 SH SOLE 60425 0 14475
YAHOO INC COMMON 984332106 387463 895479 SH SOLE 644927 0 250552
YOUNG & RUBICAM INC COMMON 987425105 9006 127300 SH SOLE 127000 0 300
YOUNG BROADCASTING INC CL A 987434107 296 5800 SH SOLE 0 0 5800
Z TEL TECHNOLOGIES INC COMMON 988792107 48594 1203575 SH SOLE 888900 0 314675
ZAPME CORP COMMON 98912E100 1039 120445 SH SOLE 116145 0 4300
ZONAGEN INC COMMON 98975L108 146 33450 SH SOLE 18150 0 15300
ZOLL MED CORP COMMON 989922109 5910 154750 SH SOLE 131750 0 23000
MAINSPRING SER E PRIV PL COMMON 9B999E471 2000 266667 SH SOLE 0 0 266667
SCREAMING MEDIA SER B PRIV PLACEMENT 9B999J819 978 87300 SH SOLE 0 0 87300
INSTINCTIVE TECH SER C PRIV PLAC PFD 9B999J975 2000 416667 SH SOLE 0 0 416667
STAPLES.COM PRIVATE PLACEMEN 9B999N281 1500 923077 SH SOLE 0 0 923077
MULTITUDE SERIES E PRIVATE PLACEMEN 9B999N703 1500 700935 SH SOLE 0 0 700935
MICROTUNE SER D PRIV PL COMMON 9B999W661 2000 166667 SH SOLE 0 0 166667
CORVIS SERIES H PRIV PLACEMENT 9D999F508 1000 12418 SH SOLE 0 0 12418
IDEALAB SERIES D PRIVATE PLACEMEN 9J999F125 2500 25000 SH SOLE 0 0 25000
OBJECT FX SER E PRIV PLC COMMON 9J999F224 500 5000 SH SOLE 0 0 5000
NIKU SER D PRIV PLACEMEN COMMON 9J999H6N0 2000 400000 SH SOLE 0 0 400000
SOFTCOM, INC SER B PFD PRIV PLACEMENT 9M999K127 500 227273 SH SOLE 0 0 227273
AMDOCS LTD ORD G02602103 95086 2756130 SH SOLE 2314000 0 442130
EL SITIO INC ORD G30177102 28631 779070 SH SOLE 636885 0 142185
GEMSTAR INTL GROUP LTD ORD G3788V106 62413 875966 SH SOLE 640496 0 235470
GLOBAL CROSSING LTD COMMON G3921A100 22365 447300 SH SOLE 284300 0 163000
OPENTV CORP CL A G67543101 96147 1198090 SH SOLE 961200 0 236890
RSL COMMUNICATIONS LTD CL A G7702U102 5300 309485 SH SOLE 281085 0 28400
SANTA FE INTL CORP ORD G7805C108 1395 53900 SH SOLE 53900 0 0
TRANSOCEAN SEDCO FOREX I ORD G90078109 4284 127156 SH SOLE 93268 0 33888
TRITON ENERGY LTD ORD G90751101 231 11200 SH SOLE 11200 0 0
AUDIOCODES LTD ORD M15342104 84287 916165 SH SOLE 741880 0 174285
COMMTOUCH SOFTWARE LTD ORD M25596103 361 7425 SH SOLE 1800 0 5625
INTERNET GOLD-GOLDEN LIN ORD M56595107 223 10000 SH SOLE 10000 0 0
ASM LITHOGRAPHY HLDG N V DEPOSITORY RECEI N07059111 6762 59450 SH SOLE 54650 0 4800
INDIGO N V *W EXP 99/99/999 N44495104 246 47470 SH SOLE 36079 0 11391
KPNQWEST N V CL C N50919104 877 13750 SH SOLE 13600 0 150
KOREA THRUNET CO LTD CL A Y49975108 2800 41250 SH SOLE 26405 0 14845
PACIFIC INTERNET LTD ORD Y66183107 952 20275 SH SOLE 6705 0 13570
</TABLE>
