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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: 6/30/00
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: Mitchell A. Danaher
Title: Assistant Comptroller
Phone: (203) 373-3563
13F File Number: 28-01502
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: Mitchell A. Danaher
Title: Assistant Comptroller
Phone: (203) 373-3563
Signature, Place, and Date of Signing:
Mitchell A. Danaher Fairfield, CT 06431 August 10, 2000
------------------- ------------- ----- ---------------
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).)
<PAGE>
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 1
Form 13F Information Table Entry Total: 402
Form 13F Information Table Value Total: $3920922
(thousands)
List of Other Included Managers:
No. Form 13F File Number Name
-- -------------------- ----
01 Employers Reinsurance Corporation
<PAGE>
<TABLE>
FORM 13F INFORMATION TABLE
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER --VOTING AUTHORITY---
NAME OF ISSUER CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE
BANK OF BERMUDA COM G07644100 226 7650 SH SOLE 7650
GEMSTAR COM G3788V106 15131 328480 SH SOLE 328480
GLOBALSTAR COM G3930H104 23545 2749760 SH SOLE 2749760
TRANSOCEAN SEDCO FOREX INC COM G90078109 2159 40400 SH SOLE 40400
BACKWEB TECHNOLOGIES COM M15633106 342 9721 SH SOLE 9721
IFCO COM N43961106 76000 3200000 SH SOLE 3200000
TEEKAY SHIPPING COM Y8564W103 656 20000 SH SOLE 20000
AFLAC INC COM 001055102 390 8500 SH SOLE 8500
AT&T CORPORATION COM 001957109 1012 32000 SH SOLE 32000
ACCRUE SOFTWARE COM 00437W102 22364 604432 SH SOLE 604432
ACCRUE SOFTWARE COM 00437W102 3938 150000 SH SOLE 150000
AC NIELSEN CORP COM 004833109 890 40462 SH SOLE 40462
ACXIOM CORPORATION COM 005125109 3275 120200 SH SOLE 120200
ADVANCED RADIO COM 00754U101 18750 1250000 SH SOLE 1250000
AETNA INC COM 008117103 4057 63200 SH SOLE 63200
ALBERTSON'S INC COM 013104104 5510 165700 SH SOLE 165700
ALLEGIANCE TELECOM INC COM 01747T102 1064 16618 SH SOLE 16618
ALLERGAN INC COM 018490102 3591 48200 SH SOLE 48200
ALLSTATE CORP COM 020002101 846 38000 SH SOLE 38000
ALTEON COM 02145A109 37694 410000 SH SOLE 410000
AMAZON.COM, INC COM 023135106 3352 92300 SH SOLE 92300
AMERICA ONLINE INC COM 02364J104 8704 165200 SH SOLE 165200
AMERICA WEST COM 023657203 355 20892 SH SOLE 20892
AMERICAN EXPRESS COM 025816109 1016 19500 SH SOLE 19500
AMERICAN HOME PRODUCTS CORP COM 026609107 1557 26500 SH SOLE 26500
AMERICAN INDUSTRIAL PROPERTIES REIT COM 026791202 391 29167 SH SOLE 29167
AMERICAN INTL GROUP COM 026874107 2894 24633 SH SOLE 24633
AMGEN INC COM 031162100 351 5000 SH SOLE 5000
AMKOR COM 031652100 17743 470000 SH SOLE 470000
ANALOG DEVICES INC COM 032654105 2660 35000 SH SOLE 35000
ANDRX CORP COM 034551101 703 11000 SH SOLE 11000
ANHEUSER-BUSCH COS INC COM 035229103 2614 35000 SH SOLE 35000
AIMCO COM 03748R101 4071 93456 SH SOLE 93456
AON CORP COM 037389103 839 27000 SH SOLE 27000
APPLE COMPUTER INC COM 037833100 1477 28200 SH SOLE 28200
APPLIED MATERIALS COM 038222105 1903 21000 SH SOLE 21000
ARCHSTONE CMNTYS TR CVT PFD 039581202 2640 88000 SH SOLE 88000
AT HOME CORP COM 045919107 405 19498 SH SOLE 19498
ATMEL CORP COM 049513104 1095 29700 SH SOLE 29700
AUTOBYTEL.COM COM 05275N106 11069 1825828 SH SOLE 1825828
AVERY DENNISON CORP COM 053611109 671 10000 SH SOLE 10000
AVNET INC COM 053807103 458 5827 SH SOLE 5827
AVON PRODUCTS INC COM 054303102 1669 37500 SH SOLE 37500
BJ SERVICES CO COM 055482103 1319 21100 SH SOLE 21100
BJ WHOLESALE CLUB COM 05548J106 2564 77700 SH SOLE 77700
BAKER HUGHES INCORPORATED COM 057224107 442 13900 SH SOLE 13900
BANK OF AMERICA CORP COM 060505104 1682 39108 SH SOLE 39108
BANK ONE CORP COM 06423A103 3259 121200 SH SOLE 121200
BAXTER INTERNATIONAL INC COM 071813109 1055 15000 SH SOLE 15000
BEA SYSTEMS INC COM 073325102 326 6600 SH SOLE 6600
BELL ATLANTIC CORP COM 077853109 2441 48034 SH SOLE 48034
BERKSHIRE HATWY COM 084670108 2098 39 SH SOLE 39
BIOCHEM PHARMA INC COM 09058T108 529 23000 SH SOLE 23000
BLUESTONE COM 09623P102 49633 2243310 SH SOLE 2243310
BOEING CO COM 097023105 1626 39500 SH SOLE 39500
BOWATER INC COM 102183100 1059 24000 SH SOLE 24000
BREAKAWAY COM 106372105 40169 1231222 SH SOLE 1231222
BRISTOL-MYERS SQUIBB CO COM 110122108 961 16500 SH SOLE 16500
BROCADE COMMUNICATIONS COM 111621108 3130 20016 SH SOLE 20016
BULL RUN COM 120182100 3775 1844287 SH SOLE 1844287
BURLINGTON NORTHERN SANTA FE COM 12189T104 1032 45000 SH SOLE 45000
BURLINGTON RESOURCES COM 122014103 650 17000 SH SOLE 17000
CVS CORP COM 126650100 640 16000 SH SOLE 16000
CABLETRON SYSTEMS COM 126920107 2772 109800 SH SOLE 109800
CAREER BUILDER COM 141684100 3383 917431 SH SOLE 917431
CATERPILLAR INC COM 149123101 489 12400 SH SOLE 12400
CENTILLIUM COM 152319109 64375 1000000 SH SOLE 1000000
CHARTER ONE FINANCIAL INC COM 160903100 1389 60400 SH SOLE 60400
CHASE MANHATTAN CORP NEW COM 16161A108 5092 110550 SH SOLE 110550
CHOICE ONE COM 17038P104 9757 264602 SH SOLE 264602
CHUBB CORP COM 171232101 446 7254 SH SOLE 7254
CINTAS CORP COM 172908105 1780 48530 SH SOLE 48530
CIRCUIT CITY STORES COM 172737108 700 21100 SH SOLE 21100
CISCO SYSTEMS COM 17275R102 1526 24000 SH SOLE 24000
CITIGROUP INC COM 172967101 8518 141379 SH SOLE 141379
COASTAL CORP COM 190441105 1059 17400 SH SOLE 17400
COBALT GROUP COM 19074Q103 2955 454545 SH SOLE 454545
COCA-COLA COMPANY COM 191216100 567 12000 SH SOLE 12000
COMMERCE ONE COM 200693109 55163 1313414 SH SOLE 1313414
COMVERSE TECHNOLOGY INC COM 205862402 2037 21900 SH SOLE 21900
CONOCO INC CL A 208251306 704 32000 SH SOLE 32000
CONOCO INC CL B 208251405 290 11667 SH SOLE 11667
CONSOLIDATED STORES CORP COM 210149100 1542 128500 SH SOLE 128500
CONVERGYS CORP COM 212485106 2858 55100 SH SOLE 55100
COOPER CAMERON CORP COM 216640102 1564 23700 SH SOLE 23700
CORSAIR COM 220406102 10361 410355 SH SOLE 410355
CROWN CASTLE INTL CORP COM 228227104 1201 32900 SH SOLE 32900
CUSEEME NETWORKS COM 231629106 1484 162893 SH SOLE 162893
CYBERSOURCE COM 23251J106 18616 1323802 SH SOLE 1323802
DANAHER CORP COM 235851102 1582 32000 SH SOLE 32000
DARDEN RESTAURANTS INC COM 237194105 808 49700 SH SOLE 49700
DEERE & CO COM 244199105 432 10700 SH SOLE 10700
DELL COMPUTER CORP COM 247025109 3708 74900 SH SOLE 74900
DEVON ENERGY COM 25179M103 3416 60800 SH SOLE 60800
DIAMOND TECH PARTNERS INC COM 252762109 1734 19700 SH SOLE 19700
DIGITAL THINK COM 25388M100 48592 1537281 SH SOLE 1537281
DISNEY WALT CO COM 254687106 866 20000 SH SOLE 20000
DIVERSA CORP COM 255064107 338 10200 SH SOLE 10200
DOLLAR TREE STORES INC COM 256747106 860 21750 SH SOLE 21750
DOMINION RESOURCES INC/VA COM 25746U109 1715 40000 SH SOLE 40000
DOVER CORP COM 260003108 1095 27000 SH SOLE 27000
DREYERS GRAND CVT PFD 261878102 61266 2900176 SH SOLE 2900176
DUPONT E I DE NEMOURS & CO COM 263534109 1005 22505 SH SOLE 22505
DUKE ENERGY CORP COM 264399106 1945 34500 SH SOLE 34500
DYCOM INDUSTRIES INC COM 267475101 1780 38700 SH SOLE 38700
EMC CORPORATION COM 268648102 1385 18000 SH SOLE 18000
E-SPIRE COM 269153102 3602 803180 SH SOLE 803180
E-STAMP COM 269154100 388 193986 SH SOLE 193986
EASTMAN KODAK COM 277461109 4552 76500 SH SOLE 76500
EATON CORP COM 278058102 1575 23500 SH SOLE 23500
ECOLAB INC COM 278865100 2031 52000 SH SOLE 52000
EL PASO ENERGY CORP COM 283905107 1197 23500 SH SOLE 23500
EMBREX INC WT 290817105 222 16158 SH SOLE 16158
EMCORE CORP COM 290846104 35207 340984 SH SOLE 340984
EMERSON ELECTRIC CO COM 291011104 1512 25043 SH SOLE 25043
ENERGIZER HOLDINGS INC W/I COM 29266R108 484 26500 SH SOLE 26500
ENRON CORP COM 293561106 1322 20500 SH SOLE 20500
ENTERCOM COMMUNICATIONS CORP[ COM 293639100 843 17300 SH SOLE 17300
EXODUS COMM INC COM 302088109 3943 81196 SH SOLE 81196
EXTREME NETWORKS COM 30226D106 4457 77344 SH SOLE 77344
EXXON MOBIL CORPORATION COM 30231G102 4553 58000 SH SOLE 58000
FAMILY DOLLAR STORES COM 307000109 2113 108000 SH SOLE 108000
FANNIE MAE COM 313586109 4519 86600 SH SOLE 86600
FDX CORP COM 31428X106 712 18900 SH SOLE 18900
FEDERATED DEPT STORES INC NEW COM 31410H101 1114 33000 SH SOLE 33000
FINISAR CORPORATION COM 31787A101 736 28100 SH SOLE 28100
FINOVA GROUP INC COM 317928109 2548 196000 SH SOLE 196000
FIRST DATA CORPORATION COM 319963104 2680 54000 SH SOLE 54000
FIRSERV INC COM 337738108 2861 66150 SH SOLE 66150
FLEET BOSTON FINANCIAL CORP COM 339030108 4031 118560 SH SOLE 118560
FORD MOTOR CO DEL COM 345370100 1204 28000 SH SOLE 28000
FOREST LABORATORIES INC COM 345838106 2252 22300 SH SOLE 22300
FRANKLIN RESOURCES INC. COM 354613101 808 26600 SH SOLE 26600
FURNITURE BRANDS INTL INC COM 360921100 579 38300 SH SOLE 38300
GANNETT CO COM 364730101 598 10000 SH SOLE 10000
GATEWAY INC COM 367626108 9154 161300 SH SOLE 161300
GENERAL DYNAMICS COM 369550108 967 18500 SH SOLE 18500
GENERAL MOTORS CORP COM 370442105 2648 45600 SH SOLE 45600
GILEAD SCIENCES INC COM 375558103 1657 23300 SH SOLE 23300
GILETTE COMPANY COM 375766102 481 13000 SH SOLE 13000
GLOBAL MARINE INC COM 379352404 2371 84100 SH SOLE 84100
GLOBESPAN COM 379571102 4127 44373 SH SOLE 44373
GREENPOINT FINANCIAL CORP COM 395384100 926 49400 SH SOLE 49400
HRPT PPTYS TR COM 40426W101 259 34000 SH SOLE 34000
HALLIBURTON CO COM 406216101 530 12000 SH SOLE 12000
HARLEY-DAVIDSON INC COM 412822108 1605 41700 SH SOLE 41700
HARTFORD FINANCIAL SVCS GRP COM 416515104 811 14500 SH SOLE 14500
HEALTH MANAGEMENT ASSOCIATES COM 421933102 592 45300 SH SOLE 45300
HEALTHGATE DATA COM 42222H106 4073 2506456 SH SOLE 2506456
HEALTHSOUTH CORPORATION CVT BOND 421924AF8 19821 25250000 PRN SOLE 25250000
HEARTPORT INC COM 421969106 94 32500 SH SOLE 32500
HEARTPORT INC WT 421969106 31 10704 SH SOLE 10704
HEINZ (H J) CO COM 423074103 1466 33500 SH SOLE 33500
HEWLETT PACKARD CO COM 428236103 2498 20000 SH SOLE 20000
HOLLYWOOD ENTERTAINMENT CORP COM 436141105 1529 194100 SH SOLE 194100
HOME PRODUCTS INTERNATIONAL WT 437305101 132 34000 SH SOLE 34000
HOMELAND HOLDING COM 43739T104 461 234795 SH SOLE 234795
HOMESTORE COM INC COM 437852106 63215 2410536 SH SOLE 2410536
ICG COMMUNICATIONS INC COM 449246107 3228 146300 SH SOLE 146300
ISS GROUP INC COM 450306105 701 7100 SH SOLE 7100
IDEXX LABORATORIES INC COM 45168D104 840 36700 SH SOLE 36700
IMMUNEX CORP COM 452528102 376 7600 SH SOLE 7600
IMPROVENET COM 45321E106 4383 1298701 SH SOLE 1298701
INFORMATICA CORP COM 45666Q102 266 6342 SH SOLE 6342
INGERSOLL RAND CO COM 456866102 403 10000 SH SOLE 10000
INHALE THERAPEUTIC SYSTEM INC COM 457191104 1136 11200 SH SOLE 11200
INSIGHT HEALTH COM 45766Q101 23469 3352672 SH SOLE 3352672
INTEL CORPORATION COM 458140100 5348 40000 SH SOLE 40000
INTERNATIONL BUSINESS MACHINES COM 459200101 5423 49500 SH SOLE 49500
INTERNATIONAL PAPER CO COM 460146103 641 21488 SH SOLE 21488
INTERNET CAPITAL GROUP COM 46059C106 293884 8396681 SH SOLE 8396681
IPIX COM 46059S101 22309 1531951 SH SOLE 1531951
INTERPUBLIC GROUP COS COM 460690100 387 9000 SH SOLE 9000
INTEVAC INC CVT BOND 461148AC2 493 1000000 PRN SOLE 1000000
INTRA BIOTICS WT 46116T100 250 9375 SH SOLE 9375
INTUIT INC COM 461202103 1721 41600 SH SOLE 41600
INVESTORS FINANCIAL SVCS COM 461915100 433 10900 SH SOLE 10900
IVAX CORP COM 465823102 2594 62500 SH SOLE 62500
IXL ENTERPRISES INC COM 450718101 62713 3464996 SH SOLE 3464996
I3MOBILE COM 465713105 10022 631299 SH SOLE 631299
JABIL CIRCUIT INC COM 466313103 1811 36500 SH SOLE 36500
JAZZTEL COM 47214R152 34287 1138159 SH SOLE 1138159
KEYNOTE SYSTEMS COM 493308100 75701 1266969 SH SOLE 1266969
KRAUSE FURNITURE COM 500760202 6875 5000000 SH SOLE 5000000
LSI LOGIC CORP COM 502161102 536 9900 SH SOLE 9900
LTX CORP COM 502392103 734 21000 SH SOLE 21000
LADISH COMPANY INC COM 505754200 471 59833 SH SOLE 59833
LAM RESEARCH CORPORATION COM 512807108 1241 33100 SH SOLE 33100
LAUDER ESTEE COS INC COM 518439104 1493 30200 SH SOLE 30200
LAUNCH MEDIA COM 518567102 3088 392157 SH SOLE 392157
LEGG MASON INC COM 524901105 520 10400 SH SOLE 10400
LENDING TREE COM 52602Q105 11668 1530202 SH SOLE 1530202
LEXMARK INTL GROUP INC COM 529771107 780 11600 SH SOLE 11600
LILLY ELI & CO COM 532457108 1748 17500 SH SOLE 17500
LINENS 'N THINGS COM 535679104 1118 41200 SH SOLE 41200
LOWES CO INC COM 548661107 1079 26275 SH SOLE 26275
M&T BANK CORPORATION COM 55261F104 2033 4517 SH SOLE 4517
MBNA CORP COM 55262L100 2448 90250 SH SOLE 90250
MACROMEDIA INC COM 556100105 832 8600 SH SOLE 8600
MAGNA INTERNATIONAL COM 559222401 468 10000 SH SOLE 10000
MANDALAY RESORT GROUP COM 562567107 3044 152200 SH SOLE 152200
MSGI COM 570907105 24251 4311220 SH SOLE 4311220
MARSH & MCLENNAN COS COM 571748102 1828 17500 SH SOLE 17500
MARTIN MARIETTA MATERIALS COM 573284106 849 21000 SH SOLE 21000
MASTEC INC COM 576323109 1163 30450 SH SOLE 30450
MATRIXONE COM 57685P304 19688 450000 SH SOLE 450000
MAXIM INTEGRATED PRODUCTS COM 57772K101 1026 15100 SH SOLE 15100
MCDONALD'S CORPORATION COM 580135101 906 27500 SH SOLE 27500
MCKESSON HBOC INC COM 58155Q103 1956 93400 SH SOLE 93400
MCLEOD INC COM 582266102 1450 70100 SH SOLE 70100
MEDIMMUNE INC COM 584699102 3752 50700 SH SOLE 50700
MEDTRONIC COM 585055106 3571 71680 SH SOLE 71680
MELLON FINANCIAL CORP COM 58551A108 707 22000 SH SOLE 22000
MERCK AND CO. INC COM 589331107 3065 40000 SH SOLE 40000
MGIC INVESTMENT CORP COM 552848103 2589 56900 SH SOLE 56900
MICROSOFT CORPORATION COM 594918104 5488 65566 SH SOLE 65566
MIDCOAST ENERGY RESOURCES COM 59563W104 218 12383 SH SOLE 12383
MODIS PROFESSIONAL SERVICES COM 607830106 1248 163700 SH SOLE 163700
MOHAWK INDUSTRIES INC COM 608190104 737 33900 SH SOLE 33900
MORGAN STANLEY DEAN WITTER COM 617446448 1091 13108 SH SOLE 13108
MURPHY OIL CORP COM 626717102 1646 27700 SH SOLE 27700
NABI INC CVT BOND 628716AB8 718 1000000 PRN SOLE 1000000
NTL INCORPORATED COM 629407107 561 9375 SH SOLE 9375
NABISCO INC COM 629526104 488 13000 SH SOLE 13000
NATIONAL DATA CORP COM 635621105 1678 72957 SH SOLE 72957
NATL COMMERCE BANCORPORATION COM 635449101 1084 67500 SH SOLE 67500
NATIONAL OIL WELL COM 637071101 70225 2135800 SH SOLE 2135800
NEOFORMA COM 640475109 12434 1760563 SH SOLE 1760563
NET2PHONE COM 64108N106 85346 2322333 SH SOLE 2322333
NEWMONT MINING COM 651639106 541 25000 SH SOLE 25000
NEXTCARD INC COM 65332K107 217 18756 SH SOLE 18756
NEXTEL COMMUNICATIONS INC A COM 65332V103 4687 76600 SH SOLE 76600
NOBLE AFFILIATES INC COM 654894104 984 27285 SH SOLE 27285
NOBLE DRILLING CORP COM 655042109 1882 45700 SH SOLE 45700
NORTEL NETWORKS CORP COM 656568102 2824 40073 SH SOLE 40073
NORTH FORK BANCORPORATION COM 659424105 852 56300 SH SOLE 56300
NOVARTIS AG ADR COM 66987V109 574 8200 SH SOLE 8200
NOVASTAR FINANCIAL COM 669947400 2750 666666 SH SOLE 666666
OMNICOM GROUP CV COM 681919106 1158 13000 SH SOLE 13000
ON COMMAND (SPECTRAVISION) COM 682160106 12846 932117 SH SOLE 932117
ON COMMAND (SPECTRAVISION) WT 682160122 1446 296598 SH SOLE 296598
ONVIA COM 68338T106 31363 4289000 SH SOLE 4289000
PE CORP COM 69332S102 988 15000 SH SOLE 15000
PNC BANK CORP COM 693475105 1617 34500 SH SOLE 34500
PAINE WEBBER GROUP INC COM 695629105 1435407 31547400 SH SOLE 31547400
PARADYNE NETWORKS COM 69911G107 715 23817 SH SOLE 23817
PEGASUS COMMUNICATIONS COM 705904100 3721 80784 SH SOLE 80784
PEPSICO INC COM 713448108 778 17500 SH SOLE 17500
PERKINELMER INC COM 714046109 3723 56300 SH SOLE 56300
PFIZER INC COM 717081103 758 18000 SH SOLE 18000
PHARMACIA CORPORATION COM 71713U102 2310 44686 SH SOLE 44686
PHARMOR WTS 717113112 15442 131664 SH SOLE 131664
PHARMOR COM 717113203 88939 99299 SH SOLE 99299
PHILIP MORRIS COS INC COM 718154107 911 38000 SH SOLE 38000
PHONE.COM INC COM 71920Q100 436 6700 SH SOLE 6700
PILOT NETWORKS COM 721596104 2850 200000 SH SOLE 200000
PITNEY BOWES INC COM 724479100 780 19500 SH SOLE 19500
PRAXAIR INC COM 74005P104 1621 43300 SH SOLE 43300
PRIMEDIA INC COM 74157K101 951 41800 SH SOLE 41800
PROCTER & GAMBLE CO COM 742718109 601 10500 SH SOLE 10500
PROXICOM COM 744282104 22081 562570 SH SOLE 562570
PSI NET, INC. COM 74437C101 26892 1067670 SH SOLE 1067670
QUINTUS COM 748798105 7475 569509 SH SOLE 569509
RGS ENERGY GROUP INC COM 74956K104 353 15000 SH SOLE 15000
RADIAN GROUP INC COM 750236101 1630 31500 SH SOLE 31500
RADIOLOGIX COM 75040K109 1483 416700 SH SOLE 416700
RADIO ONE INC COM 75040P108 668 22600 SH SOLE 22600
RATIONAL SOFTWARE CORPORATION COM 75409P202 3067 33000 SH SOLE 33000
RECKSON COM 75621K106 1987 77938 SH SOLE 77938
REDBACK NETWORKS COM 757209101 788 4400 SH SOLE 4400
REDIFF COM INDIA LTD ADR 757479100 10302 530000 SH SOLE 530000
REGENT COMMUNICATIONS COM 758865109 9449 1099998 SH SOLE 1099998
REPUBLIC SERVICES INC. COM 760759100 6603 412700 SH SOLE 412700
ROSS STORES INC COM 778296103 555 32500 SH SOLE 32500
SBC COMMUNICATIONS INC COM 78387G103 2552 59000 SH SOLE 59000
SCI SYSTEMS INC COM 783890106 1736 44300 SH SOLE 44300
SANMINA CORP COM 800907107 2172 25400 SH SOLE 25400
SARA LEE CORP COM 803111103 1333 69000 SH SOLE 69000
SAWTEK INC COM 805468105 1065 18500 SH SOLE 18500
SCHLUMBERGER LIMITED COM 806857108 2164 29000 SH SOLE 29000
SCIQUEST.COM COM 80908Q107 7243 669895 SH SOLE 669895
SEALED AIR CORP COM 81211K100 1079 20600 SH SOLE 20600
SEPRACOR INC COM 817315104 2750 22800 SH SOLE 22800
SIEBEL COM 826170102 47882 329938 SH SOLE 329938
SMITH INTERNATIONAL INC COM 832110100 1944 26700 SH SOLE 26700
SOLITRON DEVICES,INC COM 834256208 28 33048 SH SOLE 33048
SPANISH BROADCASTING SYS COM 846425882 1437 69900 SH SOLE 69900
STANDARD CHEMICAL CORP CVT BOND 853258AA9 300 644000 PRN SOLE 644000
STAR MEDIA COM 855546107 22711 1371212 SH SOLE 1371212
STARBUCKS CORP COM 855244109 653 17100 SH SOLE 17100
STEEL DYNAMICS COM 858119100 39048 4310000 SH SOLE 4310000
STREAMLINE COM 863239109 822 285714 SH SOLE 285714
SUN INC CVT BOND 866762AG2 425 500000 PRN SOLE 500000
SUNGARD DATA SYSTEMS INC COM 867363103 2285 73700 SH SOLE 73700
SUPERIOR ENERGY SERVICES COM 868157108 24308 2341826 SH SOLE 2341826
SYBASE INC COM 871130100 3011 130900 SH SOLE 130900
SYMANTEC CORP COM 871503108 2066 38300 SH SOLE 38300
SYMBOL TECHNOLOGIES INC COM 871508107 4566 84550 SH SOLE 84550
SYNOPSYS INC COM 871607107 933 27000 SH SOLE 27000
TMP WORLDWIDE INC COM 872941109 775 10500 SH SOLE 10500
TALK.COM INC COM 874264104 1380 237500 SH SOLE 237500
TARGET CORP COM 87612E106 1740 30000 SH SOLE 30000
TELEPHONE AND DATA SYSTEMS COM 879433100 1664 16600 SH SOLE 16600
TELESCAN COM 879516102 18505 2331348 SH SOLE 2331348
TELOCITY COM 87971D103 3075 572042 SH SOLE 572042
TERADYNE INC COM 880770102 889 12100 SH SOLE 12100
TEXACO INC COM 881694103 874 16422 SH SOLE 16422
TEXAS INSTRUMENTS COM 882508104 773 4829 SH SOLE 4829
TIFFANY & CO COM 886547108 2093 31000 SH SOLE 31000
TOSCO CORP COM 891490302 1133 40000 SH SOLE 40000
TOYS "R" US INC COM 892335100 2963 203500 SH SOLE 203500
TRANSIT GROUP COM 893691105 25000 5000000 SH SOLE 5000000
TRITEL COM 89675X104 56853 2125360 SH SOLE 2125360
U. S. BANCORP COM 902973106 578 30000 SH SOLE 30000
UTI ENERGY CORP COM 903387108 1328 33100 SH SOLE 33100
UNISYS CORP COM 909214108 488 33500 SH SOLE 33500
US WEST INC COM 91273H101 1501 17500 SH SOLE 17500
UNITED TECHNOLOGIES CORP COM 913017109 1178 20000 SH SOLE 20000
UNITEDHEALTH GROUP INC COM 91324P102 7203 84000 SH SOLE 84000
UNIVISION COMMUNICATIONS - A COM 914906102 2939 28400 SH SOLE 28400
VALASSIS COMMUNICATIONS INC COM 918866104 747 19600 SH SOLE 19600
VERSATA COM 925298101 7239 179856 SH SOLE 179856
VIGNETTE CORPROATION COM 926734104 1748 33600 SH SOLE 33600
VIRTUAL FUND.COM COM 92825A909 989 410256 SH SOLE 410256
VISIBLE GENETICS INC COM 92829S104 220 6000 SH SOLE 6000
VITESSE SEMICONDUCTOR CORP COM 928497106 2236 30400 SH SOLE 30400
VOICESTREAM WIRLESS CORP COM 928615103 1588 13654 SH SOLE 13654
WMF GROUP COM 929289106 182 20833 SH SOLE 20833
WALMART STORES INC COM 931142103 1912 33172 SH SOLE 33172
WASHINGTON MUTUAL INC COM 939322103 4108 142280 SH SOLE 142280
WASTE MANAGEMENT COM 94106L109 2654 139700 SH SOLE 139700
WELLPOINT HEALTH NETWORKS COM 94973H108 2796 38600 SH SOLE 38600
WELLS FARGO COMPANY COM 949746101 388 10000 SH SOLE 10000
WESTVACO CORP COM 961548104 1042 42000 SH SOLE 42000
WHITE PINE SOFTWARE COM 964347108 1424 162761 SH SOLE 162761
WINK COM 974168106 16622 636250 SH SOLE 636250
WORLDCOM INC COM 98157D106 5825 126982 SH SOLE 126982
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</TABLE>
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