<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>
3 COM CORPORATION COM 885535104 89350 3107825 SH SOLE 3107825
ABBOTT LABORATORIES COM 002824100 21771 593415 SH SOLE 593415
ADOBE SYSTEMS, INC. COM 00724f101 5244 46200 SH SOLE 46200
ALLSTATE CORP COM 020002101 25522 1023443 SH SOLE 1023443
ALSTOM ADR COM 021244108 11305 340000 SH SOLE 340000
AMBAC FINANCIAL GROUP COM 023139108 11612 245100 SH SOLE 245100
AMERICAN GREETINGS COM 026375105 2884 112000 SH SOLE 112000
AMERICAN HOME PRODUCTS CORP. COM 026609107 40067 965480 SH SOLE 965480
AMERICAN INT'L GROUP COM 026874107 42956 494097 SH SOLE 494097
AMERITECH CORP COM 030954101 1522 22800 SH SOLE 22800
AMFM, INC. COM 001693100 3651 60100 SH SOLE 60100
ANHEUSER-BUSCH COM 035229103 14146 201900 SH SOLE 201900
ARGENTARIA CORP. ADR COM 04011w108 830 18800 SH SOLE 18800
ARROW INT'L COM 042764100 2012 78700 SH SOLE 78700
ASIA PULP & PAPER ADR COM 04516V100 2812 478600 SH SOLE 478600
ASSOCIATES FIRST CAPITAL CORP. COM 046008108 2642 73380 SH SOLE 73380
ASTRAZENECA ADR COM 046353108 8531 201920 SH SOLE 201920
AT&T COM 001957109 53840 1237700 SH SOLE 1237700
ATLANTIC RICHFIELD CO. COM 048825103 2375 26800 SH SOLE 26800
AUDI AG COM 050700100 217 3000 SH SOLE 3000
AVON PRODUCTS INC. COM 054303102 2977 120000 SH SOLE 120000
BANCO LATINO AMERICANO COM p16994132 586 25600 SH SOLE 25600
BANDAG, INC. COM 059815100 3328 104000 SH SOLE 104000
BANK AUSTRIA ORDINARY COM 066300100 249 5000 SH SOLE 5000
BANK OF AMERICA COM 060505104 15606 280250 SH SOLE 280250
BANK ONE CORP. COM 06423a103 1743 50075 SH SOLE 50075
BAXTER INT'L COM 071813109 33045 548460 SH SOLE 548460
BORDERS GROUP, INC. COM 099709107 19750 1344700 SH SOLE 1344700
BRANDYWINE REALTY TRUST COM 105368203 309 19000 SH SOLE 19000
BRINKER INT'L COM 109641100 7790 287845 SH SOLE 287845
BUSH INDUSTRIES COM 123164105 166 12700 SH SOLE 12700
CANADIAN IMPERIAL BANK OF COMM COM 136069101 7935 405600 SH SOLE 405600
CARLTON COMMUNICATIONS COM 172600200 303 40000 SH SOLE 40000
CBL & ASSOC. COM 124830100 513 21000 SH SOLE 21000
CBS CORP. COM 12490k107 39753 859525 SH SOLE 859525
CITIGROUP, INC. COM 172967101 10806 245600 SH SOLE 245600
CKE RESTAURANTS COM 12561e105 2737 377575 SH SOLE 377575
COMSAT COM 20564D107 17148 578823 SH SOLE 578823
CONOCO CL. B COM 208251405 5488 200467 SH SOLE 200467
CORDANT TECHNOLOGIES COM 218412104 12603 414050 SH SOLE 414050
CROWN CORK & SEAL COM 228255105 9867 406900 SH SOLE 406900
CURAGEN CORP. COM 23126r101 621 46900 SH SOLE 46900
DAISYTEK INT'L COM 234053106 1088 77400 SH SOLE 77400
DARDEN RESTAURANTS COM 237194105 15055 769600 SH SOLE 769600
DEBEERS ADR COM 240253302 38908 1441050 SH SOLE 1441050
DENTSPLY, INTL. COM 249030107 9405 413400 SH SOLE 413400
DUPONT DE NEMOURS & CO. COM 263534109 5762 95239 SH SOLE 95239
EASTMAN KODAK COM 277461109 11480 151800 SH SOLE 151800
ELAN CORP. ADR COM 284131208 40386 1203295 SH SOLE 1203295
ELECTRONIC DATA SYSTEMS COM 285661104 33589 634500 SH SOLE 634500
ELF ACQUITAINE ADR COM 286269105 3665 40000 SH SOLE 40000
ELKJOP COM 284100200 526 34500 SH SOLE 34500
EQUIFAX COM 294429105 12742 453050 SH SOLE 453050
EVEREST REINSURANCE HOLDINGS COM 299808105 7912 332250 SH SOLE 332250
FANNIE MAE COM 313586109 43552 694745 SH SOLE 694745
FEDERATED DEPT STORES, INC. COM 31410H101 14766 338000 SH SOLE 338000
FINLAY ENTERPRISES COM 317884203 865 62900 SH SOLE 62900
FIRST DATA CORP COM 319963104 74512 1698290 SH SOLE 1698290
FIRST HEALTH GROUP COM 320960107 2692 120000 SH SOLE 120000
FIRST UNION CORP. COM 337358105 17071 479190 SH SOLE 479190
FORD MOTOR CO DEL COM 345370100 2764 55000 SH SOLE 55000
FORT JAMES CORP. COM 347471104 4804 180000 SH SOLE 180000
FORTUNE BRANDS COM 349631101 5641 174900 SH SOLE 174900
FOUR SEASONS HOTELS, LTD. COM 35100E104 249 6800 SH SOLE 6800
GENERAL MOTORS CORP. CLASS H COM 370442832 8227 143700 SH SOLE 143700
GENZYME CORP. COM 372917104 4387 97350 SH SOLE 97350
HANNOVER RUCKVERSICHERUNGS ORD COM 412200100 286 3700 SH SOLE 3700
HARLEY DAVIDSON, INC. COM 412822108 7469 149200 SH SOLE 149200
HARRAH'S ENTERTAINMENT COM 413619107 472 17000 SH SOLE 17000
HCC HOLDINGS COM 404132102 2411 143400 SH SOLE 143400
HEARST-ARGYLE TELEVISION, INC. COM 422317107 793 36865 SH SOLE 36865
HOWMET CORP. COM 443208103 6002 428700 SH SOLE 428700
HYPOVEREINSBANK COM 449155100 320 5500 SH SOLE 5500
IBM COM 459200101 494 4080 SH SOLE 4080
IMS HEALTH, INC. COM 449934108 912 40000 SH SOLE 40000
INDEPENDENT NEWSPAPERS/GB COM 450500100 156 30553 SH SOLE 30553
INDEPENDENT NEWSPAPERS/IRISH COM 450500101 223 42366 SH SOLE 42366
INFINITY BROADCASTING COM 45662s102 15846 540600 SH SOLE 540600
ING ADR COM 456837103 19190 350504 SH SOLE 350504
INTIMATE BRANDS COM 461156101 10339 265524 SH SOLE 265524
IRG TECHNOLOGIES COM 450040100 1 25100 SH SOLE 25100
J.D. EDWARDS & CO. COM 281667105 37495 1809705 SH SOLE 1809705
JOURNAL REGISTER CO. COM 481138105 9507 691400 SH SOLE 691400
KIRBY CORP. COM 497266106 648 33000 SH SOLE 33000
KONINKLIJKE PHILIPS ELECTRONIC COM 500472204 54654 541131 SH SOLE 541131
KOREA TELECOM CORP. COM 50063P103 478 12916 SH SOLE 12916
KPN PTT NEDERLAND NV ORDS COM 491549800 288 6552 SH SOLE 6552
KROGER COMPANY COM 501044101 3530 160000 SH SOLE 160000
LAND'S END COM 515086106 4297 65100 SH SOLE 65100
LEAR CORP. COM 521865105 11790 335060 SH SOLE 335060
LEGGETT & PLATT, INC. COM 524660107 827 42000 SH SOLE 42000
LOCKHEED MARTIN CORP COM 539998301 1500 45900 SH SOLE 45900
MALLINCKRODT, INC. COM 561232109 16114 533800 SH SOLE 533800
MANPOWER INC. COM 56418h100 34168 1173140 SH SOLE 1173140
MARTIN MARIETTA MATERIALS, INC COM 573284106 2438 61050 SH SOLE 61050
MASCO CORP. COM 574599106 10478 338000 SH SOLE 338000
MBIA, INC. COM 55262C100 23087 495165 SH SOLE 495165
MBNA CORP. COM 55262L100 4801 210450 SH SOLE 210450
MCDERMOTT INT'L COM 580037109 1956 96600 SH SOLE 96600
MCGRAW-HILL COMPANIES, INC. COM 580645109 8707 180000 SH SOLE 180000
MERITA COM 589300100 337 60000 SH SOLE 60000
MILLIPORE COM 601073109 3232 86050 SH SOLE 86050
MINERAL TECHNOLOGIES COM 603158106 31438 647365 SH SOLE 647365
NEIMAN-MARCUS GROUP COM 640204202 13227 565850 SH SOLE 565850
NEW YORK TIMES CO CL A COM 650111107 12536 334300 SH SOLE 334300
NEWBRIDGE NETWORKS CORP. COM 650901101 1590 61000 SH SOLE 61000
NIPPON TELEGRAPH & TELECOM COM 670099001 417 34 SH SOLE 34
NOVARTIS COM 66987v109 2151 29000 SH SOLE 29000
NOVELL, INC. COM 670006105 85311 4123808 SH SOLE 4123808
NOVO NORDISK ADR COM 670100205 21087 352926 SH SOLE 352926
NTT MOBILE COM NETWORK COM 670099000 590 30 SH SOLE 30
OFFICE DEPOT COM 676220106 34525 3288110 SH SOLE 3288110
OFFICEMAX, INC. COM 67622m108 2026 348600 SH SOLE 348600
ORACLE SYSTEMS COM 68389X105 87382 1920490 SH SOLE 1920490
OWENS CORNING COM 69073F103 9060 417750 SH SOLE 417750
OWENS ILLINOIS COM 690768403 34292 1730840 SH SOLE 1730840
PACIFIC CENTURY FINANCIAL COM 694058108 7959 389450 SH SOLE 389450
PETSMART COM 716768106 833 224000 SH SOLE 224000
PHILIP MORRIS COMPANIES, INC. COM 718154107 30522 892791 SH SOLE 892791
PIRELLI SPA COM 723100200 195 80000 SH SOLE 80000
PITTSTON BRINK'S GROUP COM 725701106 363 15650 SH SOLE 15650
PROGRESSIVE CORP. COM 743315103 2859 35000 SH SOLE 35000
PULITZER PUBLISHING CO. COM 745769109 1127 24800 SH SOLE 24800
RAISIO GROUP PLC COM 750100200 573 85000 SH SOLE 85000
ROCHE HOLDING LTD., ADR COM 771195104 231 2000 SH SOLE 2000
RYDER SYSTEMS, INC. COM 783549108 8669 425450 SH SOLE 425450
SAI AUTOMOTIVE COM 786600100 133 15000 SH SOLE 15000
SCHLUMBERGER COM 806857108 25804 414099 SH SOLE 414099
SENSORMATIC ELECTRONICS COM 817265101 3806 300000 SH SOLE 300000
SIEMENS AG COM 826300200 667 8100 SH SOLE 8100
SILICON GRAPHICS, INC. COM 827056102 1229 112400 SH SOLE 112400
SLM HOLDING CORP. COM 78442a109 13179 306500 SH SOLE 306500
SOFTWARE AG COM 5531141 519 15000 SH SOLE 15000
SOLECTRON COM 834182107 201 2800 SH SOLE 2800
SOUTHDOWN, INC. COM 841297104 2306 43100 SH SOLE 43100
ST. JUDE MEDICAL, INC. COM 790849103 4471 141950 SH SOLE 141950
STUDENT LOAN CORP. COM 863902102 3191 77950 SH SOLE 77950
SUN MICROSYSTEMS COM 866810104 6386 68670 SH SOLE 68670
SUPER VALU, INC. COM 868536103 2537 115000 SH SOLE 115000
SURMODICS, INCS. COM 868873100 164 11000 SH SOLE 11000
SYMANTEC COM 871503108 18700 519900 SH SOLE 519900
TELECLONE INC. COM 879200300 185 25000 SH SOLE 25000
THE LIMITED, INC. COM 532716107 42595 1113605 SH SOLE 1113605
TOMKINS PLC ADR COM 890030208 8199 482300 SH SOLE 482300
TOO, INC. COM 890333107 2879 160516 SH SOLE 160516
TOTAL FINA SA COM 89151E109 4081 64331 SH SOLE 64331
TRANSATLANTIC HOLDING, INC. COM 893521104 1328 18899 SH SOLE 18899
TRANSOCEAN OFFSHORE COM g90076103 4917 160550 SH SOLE 160550
TRINITY INDUSTRIES, INC. COM 896522109 10187 329950 SH SOLE 329950
VERSATEL ADR COM 925301103 567 52700 SH SOLE 52700
VOLKSWAGEN ADR COM 928662303 8873 798100 SH SOLE 798100
WADDELL & REED FIN'L COM 930059100 519 23400 SH SOLE 23400
WALLACE COMPUTER COM 932270101 24145 1192353 SH SOLE 1192353
WARNACO GROUP COM 934390105 10629 582390 SH SOLE 582390
WATERFORD WEDGWOOD COM 939100200 235 225000 SH SOLE 225000
WATSON PHARMACEUTICAL COM 942683103 24939 815990 SH SOLE 815990
WOLTERS KLUWER ADR COM 977874205 2743 80000 SH SOLE 80000
WYMAN GORDON CO COM 983085101 396 21200 SH SOLE 21200
XEROX CORP. COM 984121103 25719 613270 SH SOLE 613270
PORSCHE PFD 729777000 676 250 SH SOLE 250
SAP AG PFD 802000002 2986 6600 SH SOLE 6600
VOLKSWAGEN AG PFD 928700800 229 7000 SH SOLE 7000
</TABLE>
