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Previous: HYPERION TOTAL RETURN FUND INC, NSAR-A/A, 1995-08-01 |
Next: CONESTOGA ENTERPRISES INC, S-8 POS, 1995-08-01 |
<TABLE>
<C> <C>
<PAGE> PAGE 1
SECURITIES AND EXCHANGE COMMISSION
FORM 13F-E
Report for the Calendar Year or Quarter Ended: 06/30/95
Institutional Investment Manager:
STATE OF WISCONSIN INVESTMENT BOARD
P.O. BOX 7842
MADISON WI 53702-0000
I represent that I am authorized to submit this form and that
all information in this form and the attachments to it are true,
correct and complete and I understand that all required items,
statements and schedules are integral parts of this form and that
the submission of any amendment represents that all unamended
items, statements and schedules remain true, correct and complete
as previously submitted.
I am signing this report as required by the Securities Exchange
Act of 1934
Name, Title and Telephone Number of Person Submitting Report:
SCOTT W. OLSON DEPUTY GENERAL COUNSEL 617-382-2072
Signature, Place and Date of Signing:
/s/ SCOTT W. OLSON BOSTON MA 07/27/95
<PAGE> PAGE 2
VALUE SHARES/ SH/ PUT/ INVSTMT -----VOTING AUTHORITY-----
NAME OF ISSUER -TITLE OF CLASS- --CUSIP-- (x$1000) PRN AMT PRN CALL DSCRETN -MANAGERS- SOLE SHARED NONE
AFLAC INC COM 001055102 1276 37400 SH SOLE 37400 0 0
AK STL HLDG CORP COM 001547108 2438 75000 SH SOLE 75000 0 0
A L LABS INC CL A 001629104 19914 1171400 SH SOLE 1171400 0 0
AM INTL INC NEW COM 001725100 7862 669100 SH SOLE 669100 0 0
ARI NETWORK SVCS INC COM 001930106 3205 967500 SH SOLE 967500 0 0
AT&T CORP COM 001957109 113027 2093100 SH SOLE 2093100 0 0
ABBOTT LABS COM 002824100 11107 354000 SH SOLE 354000 0 0
ACUSON CORP COM 005113105 17838 1097700 SH SOLE 1097700 0 0
ADAPTEC INC COM 00651F108 18938 1000000 SH SOLE 1000000 0 0
ADVANCED TISSUE SCIENCES INC COM 00755F103 12550 1785000 SH SOLE 1785000 0 0
ADVANCED TECHNOLOGIES LABS INC COM 00755N106 15510 940000 SH SOLE 940000 0 0
ADVO INC COM 007585102 6620 389400 SH SOLE 389400 0 0
ADVANTA CORP CL B 007942204 8263 282500 SH SOLE 282500 0 0
AIR & WTR TECHNOLOGIES CORP CL A 009058108 22564 3059475 SH SOLE 3059475 0 0
ALASKA AIR GROUP INC COM 011659109 5193 310000 SH SOLE 310000 0 0
ALBEMARLE CORP COM 012653101 4032 280500 SH SOLE 280500 0 0
ALEX BROWN INC COM 013902101 1372 51300 SH SOLE 51300 0 0
ALLEN GROUP INC COM 017634106 49500 2400000 SH SOLE 2400000 0 0
ALLERGAN INC COM 018490102 13664 538500 SH SOLE 538500 0 0
ALPHA BETA TECHNOLOGY INC COM 02071K105 15538 1130000 SH SOLE 1130000 0 0
ALUMINUM CO AMER COM 022249106 53096 626500 SH SOLE 626500 0 0
AMERADA HESS CORP COM 023551104 14466 311100 SH SOLE 311100 0 0
AMERICAN BUSINESS INFORMATION COM 02476F107 18172 1232000 SH SOLE 1232000 0 0
AMERICAN INTL GROUP INC COM 026874107 30912 347812 SH SOLE 347812 0 0
AMERICAN MGMT SYS INC COM 027352103 1880 80000 SH SOLE 80000 0 0
AMERICAN MED RESPONSE INC COM 027446103 6281 250000 SH SOLE 250000 0 0
AMERICAN PAC CORP COM 028740108 4631 487500 SH SOLE 487500 0 0
AMERICAN PRESIDENT COS LTD COM 029103108 2525 100000 SH SOLE 100000 0 0
AMERICAN SOFTWARE INC CL A 029683109 7785 1730000 SH SOLE 1730000 0 0
AMGEN INC COM 031162100 19330 363000 SH SOLE 363000 0 0
AMP INC COM 031897101 46425 600000 SH SOLE 600000 0 0
AMOCO CORP COM 031905102 87891 1483400 SH SOLE 1483400 0 0
AMPHENOL CORP CL A 032094203 31621 1429200 SH SOLE 1429200 0 0
AMSCO INTL INC COM 032161101 23188 2898500 SH SOLE 2898500 0 0
AMTRAN INC COM 03234G106 6563 700000 SH SOLE 700000 0 0
AMYLIN PHARMACEUTICALS INC COM 032346108 8448 1090000 SH SOLE 1090000 0 0
ANTHEM ELECTRS INC COM 036732105 11288 350000 SH SOLE 350000 0 0
APACHE CORP COM 037411105 17784 704300 SH SOLE 704300 0 0
APPLEBEES INTL INC COM 037899101 7600 400000 SH SOLE 400000 0 0
APPLIED BIOSCIENCE INTL INC COM 037917101 14700 2800000 SH SOLE 2800000 0 0
APPLIED IMMUNE SCIENCES INC COM 03820F108 8024 1146237 SH SOLE 1146237 0 0
APPLIED MAGNETICS CP DEL COM 038213104 9649 2205500 SH SOLE 2205500 0 0
APPLIED PWR INC CL A 038225108 4311 181500 SH SOLE 181500 0 0
APROGENEX INC COM 038333100 1225 140000 SH SOLE 140000 0 0
ARBOR HEALTH CARE CO COM 03876L108 2594 125000 SH SOLE 125000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 56315 2165945 SH SOLE 2165945 0 0
ARCTCO INC COM 039665104 713 37500 SH SOLE 37500 0 0
ARDEN INDL PRODS INC COM 039780101 3390 339000 SH SOLE 339000 0 0
ARKANSAS BEST CORP DEL COM 040790107 25489 1812500 SH SOLE 1812500 0 0
ARMCO INC COM 042170100 62873 10265000 SH SOLE 10265000 0 0
<PAGE> PAGE 3
VALUE SHARES/ SH/ PUT/ INVSTMT -----VOTING AUTHORITY-----
NAME OF ISSUER -TITLE OF CLASS- --CUSIP-- (x$1000) PRN AMT PRN CALL DSCRETN -MANAGERS- SOLE SHARED NONE
ARTISOFT INC COM 04314L106 1297 125000 SH SOLE 125000 0 0
ATHENA NEUROSCIENCES INC COM 046854105 3955 565000 SH SOLE 565000 0 0
AU BON PAIN INC CL A 050103100 4172 250000 SH SOLE 250000 0 0
AUSPEX SYS INC COM 052116100 6450 1200000 SH SOLE 1200000 0 0
AUTOTOTE CORP CL A 053323101 1500 80000 SH SOLE 80000 0 0
AZTAR CORP COM 054802103 24050 3435700 SH SOLE 3435700 0 0
BHC FINL INC COM 05544W101 963 100000 SH SOLE 100000 0 0
BJ SVCS CO COM 055482103 491 25000 SH SOLE 25000 0 0
BMC SOFTWARE INC COM 055921100 40095 891000 SH SOLE 891000 0 0
BW/IP INC CL A 056044100 1295 70000 SH SOLE 70000 0 0
BACHMAN INFORMATION SYS INC COM 056359102 2054 865000 SH SOLE 865000 0 0
BAKER HUGHES INC COM 057224107 70920 3807800 SH SOLE 3807800 0 0
BAKER J INC COM 057232100 516 25000 SH SOLE 25000 0 0
BALDOR ELEC CO COM 057741100 485 20000 SH SOLE 20000 0 0
BALDWIN PIANO & ORGAN CO COM 058246109 3988 275000 SH SOLE 275000 0 0
BALLARD MED PRODS COM 058566100 22699 2187900 SH SOLE 2187900 0 0
BANCO COMERCIAL PORTUGUES S A SPNSRD ADR NEW 059479303 372 27416 SH SOLE 27416 0 0
BANNER AEROSPACE INC COM 066525106 9986 1775200 SH SOLE 1775200 0 0
BANYAN SYS INC COM 066908104 3475 200000 SH SOLE 200000 0 0
BARD C R INC COM 067383109 15033 601300 SH SOLE 601300 0 0
BATTLE MTN GOLD CO COM 071593107 25235 1979200 SH SOLE 1979200 0 0
BAXTER INTL INC COM 071813109 54051 1921800 SH SOLE 1921800 0 0
BE AEROSPACE INC COM 073302101 14661 1585000 SH SOLE 1585000 0 0
BEARINGS INC OHIO COM NEW 074005208 772 25000 SH SOLE 25000 0 0
BED BATH & BEYOND INC COM 075896100 4880 189500 SH SOLE 189500 0 0
BELL SPORTS CORP COM 077903102 4200 200000 SH SOLE 200000 0 0
BEMIS INC COM 081437105 19248 777700 SH SOLE 777700 0 0
BERGEN BRUNSWIG CORP CL A 083739102 12976 792400 SH SOLE 792400 0 0
BERRY PETE CO CL A 085789105 2213 227000 SH SOLE 227000 0 0
BERTUCCIS INC COM 086063104 1536 136500 SH SOLE 136500 0 0
BET HLDGS INC CL A 086585106 1188 73700 SH SOLE 73700 0 0
BETHLEHEM STL CORP COM 087509105 57506 2738400 SH SOLE 2738400 0 0
BIOGEN INC COM 090597105 1363 25000 SH SOLE 25000 0 0
BIOMATRIX INC COM 09060P102 872 155000 SH SOLE 155000 0 0
BIOMET INC COM 090613100 31903 2578000 SH SOLE 2578000 0 0
BIRMINGHAM STL CORP COM 091250100 2750 100000 SH SOLE 100000 0 0
BLYTH HLDGS INC COM 096434105 3304 660834 SH SOLE 660834 0 0
BOEING CO COM 097023105 42830 990300 SH SOLE 990300 0 0
BOLT BERANEK & NEWMAN INC COM 097689103 3723 217400 SH SOLE 217400 0 0
BOMBAY CO INC COM 097924104 23144 1746700 SH SOLE 1746700 0 0
BOOMTOWN INC COM 098588106 15326 915000 SH SOLE 915000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 18891 1190000 SH SOLE 1190000 0 0
BOWATER INC COM 102183100 58064 1993600 SH SOLE 1993600 0 0
BOYD GAMING CORP COM 103304101 3753 291500 SH SOLE 291500 0 0
BRITISH PETE PLC AMERN SH 110889409 122589 1618333 SH SOLE 1618333 0 0
BROADBAND TECHNOLOGIES INC COM 111309100 3550 200000 SH SOLE 200000 0 0
BRODERBUND SOFTWARE INC COM 112014105 9095 170000 SH SOLE 170000 0 0
BROOKTREE CORP COM 114577109 12284 1585000 SH SOLE 1585000 0 0
BROWNING FERRIS INDS INC COM 115885105 125987 3968100 SH SOLE 3968100 0 0
BRUSH WELLMAN INC COM 117421107 15840 990000 SH SOLE 990000 0 0
<PAGE> PAGE 4
VALUE SHARES/ SH/ PUT/ INVSTMT -----VOTING AUTHORITY-----
NAME OF ISSUER -TITLE OF CLASS- --CUSIP-- (x$1000) PRN AMT PRN CALL DSCRETN -MANAGERS- SOLE SHARED NONE
BUFFETS INC COM 119882108 6300 400000 SH SOLE 400000 0 0
BURLINGTON NORTHN INC COM 121897102 9553 190100 SH SOLE 190100 0 0
BURLINGTON RES INC COM 122014103 10305 273900 SH SOLE 273900 0 0
CBI INDS INC COM 124800103 59751 2202800 SH SOLE 2202800 0 0
C D I CORP COM 125071100 5106 389000 SH SOLE 389000 0 0
CMAC INVT CORP COM 125662106 13188 500000 SH SOLE 500000 0 0
CML GROUP INC COM 125820100 49345 4997000 SH SOLE 4997000 0 0
CMS ENERGY CORP COM 125896100 62725 2883900 SH SOLE 2883900 0 0
CPB INC COM 125903104 7288 275000 SH SOLE 275000 0 0
CPC INTL INC COM 126149103 190254 3758100 SH SOLE 3758100 0 0
CRSS INC COM 126270107 12780 1123500 SH SOLE 1123500 0 0
CABOT CORP COM 127055101 5505 202000 SH SOLE 202000 0 0
CABOT OIL & GAS CORP CL A 127097103 919 50000 SH SOLE 50000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 49798 2747500 SH SOLE 2747500 0 0
CAERE CORP COM 127646107 9563 1020000 SH SOLE 1020000 0 0
CAESARS WORLD INC COM 127695104 2169 50000 SH SOLE 50000 0 0
CALGON CARBON CORP COM 129603106 10095 868400 SH SOLE 868400 0 0
CALIFORNIA MICROWAVE INC COM 130442106 10660 426400 SH SOLE 426400 0 0
CAMBRIDGE NEUROSCIENCE INC COM 132426107 3803 845000 SH SOLE 845000 0 0
CAPITAL GTY CORP COM 14018K106 6150 400000 SH SOLE 400000 0 0
CARAUSTAR INDS INC COM 140909102 517 25000 SH SOLE 25000 0 0
CARDINAL HEALTH INC COM 14149Y108 262 6250 SH SOLE 6250 0 0
CARELINE INC COM 141702100 2813 500000 SH SOLE 500000 0 0
CARENETWORK INC COM 141725101 4023 369900 SH SOLE 369900 0 0
CARR-GOTTSTEIN FOODS CO COM 14441E107 8006 1050000 SH SOLE 1050000 0 0
CARTER WALLACE INC COM 146285101 42420 3113400 SH SOLE 3113400 0 0
CASINO MAGIC CORP COM 147590103 9529 1260000 SH SOLE 1260000 0 0
CATERPILLAR INC DEL COM 149123101 162310 2998800 SH SOLE 2998800 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 36761 1153300 SH SOLE 1153300 0 0
CELLSTAR CORP COM 150925105 3258 205200 SH SOLE 205200 0 0
CELLPRO INC COM 151156106 6000 300000 SH SOLE 300000 0 0
CEPHALON INC COM 156708109 4275 400000 SH SOLE 400000 0 0
CERIDIAN CORP COM 15677T106 24081 977900 SH SOLE 977900 0 0
CERNER CORP COM 156782104 6949 170000 SH SOLE 170000 0 0
CHAPARRAL STL CO COM 159422104 4615 520000 SH SOLE 520000 0 0
CHARTER ONE FINL INC COM 160903100 2306 112500 SH SOLE 112500 0 0
CHARMING SHOPPES INC COM 161133103 1625 200000 SH SOLE 200000 0 0
CHELSEA GCA RLTY INC COM 163262108 10982 403000 SH SOLE 403000 0 0
CHEMICAL BKG CORP COM 163722101 40537 1158200 SH SOLE 1158200 0 0
CHEYENNE SOFTWARE INC COM 166888107 35058 3790000 SH SOLE 3790000 0 0
CHICAGO & NORTH WESTN TRANS CO COM 167155100 33349 1616900 SH SOLE 1616900 0 0
CHIPCOM CORP COM 169617107 11235 210000 SH SOLE 210000 0 0
CIRCON CORP COM 172736100 8232 686000 SH SOLE 686000 0 0
CIRCUIT CITY STORE INC COM 172737108 3599 139100 SH SOLE 139100 0 0
CISCO SYS INC COM 17275R102 32166 1175000 SH SOLE 1175000 0 0
CIRRUS LOGIC CORP COM 172755100 700 25000 SH SOLE 25000 0 0
CIRCUS CIRCUS ENTERPRISES INC COM 172909103 21694 975000 SH SOLE 975000 0 0
CITICORP COM 173034109 178245 4194000 SH SOLE 4194000 0 0
COASTAL CORP COM 190441105 68765 2466900 SH SOLE 2466900 0 0
COHERENT INC COM 192479103 3780 270000 SH SOLE 270000 0 0
<PAGE> PAGE 5
VALUE SHARES/ SH/ PUT/ INVSTMT -----VOTING AUTHORITY-----
NAME OF ISSUER -TITLE OF CLASS- --CUSIP-- (x$1000) PRN AMT PRN CALL DSCRETN -MANAGERS- SOLE SHARED NONE
COLUMBIA/HCA HEALTHCARE CORP COM 197677107 1208 27767 SH SOLE 27767 0 0
COMERICA INC COM 200340107 10545 380000 SH SOLE 380000 0 0
COMMUNITY HEALTH COMPUTING CP COM 203660105 1488 700000 SH SOLE 700000 0 0
COMSAT CORP COM SER 1 20564D107 16631 649000 SH SOLE 649000 0 0
CONAGRA INC COM 205887102 24939 791700 SH SOLE 791700 0 0
CONE MLS CORP N C COM 206814105 26026 2021400 SH SOLE 2021400 0 0
CONFERTECH INTL INC COM NEW 206901308 1720 430000 SH SOLE 430000 0 0
CONNER PERIPHERALS INC COM 208108100 40812 3752800 SH SOLE 3752800 0 0
CONSOLIDATED FREIGHTWAYS INC COM 209237106 30422 1382800 SH SOLE 1382800 0 0
CONSOLIDATED STORES CORP COM 210149100 17811 1087700 SH SOLE 1087700 0 0
CONTINENTAL MED SYS INC COM 211642103 33239 3693200 SH SOLE 3693200 0 0
CONTINUUM INC COM PAR $1 212180103 30788 1360800 SH SOLE 1360800 0 0
CONTROL DATA SYSTEMS INC COM 21238F106 8561 1280000 SH SOLE 1280000 0 0
COR THERAPEUTICS INC COM 217753102 5635 369500 SH SOLE 369500 0 0
CORE INDS INC COM 218675106 5436 511600 SH SOLE 511600 0 0
CORNING INC COM 219350105 255177 7881900 SH SOLE 7881900 0 0
CORPORACION BANCARIA DE ESPANA SPONSORED ADR 219913100 979 48958 SH SOLE 48958 0 0
COVENTRY CORP COM 222853103 3337 142000 SH SOLE 142000 0 0
CURATIVE TECHNOLOGIES INC COM 231264102 1725 600000 SH SOLE 600000 0 0
CUSTOM CHROME INC COM 231905100 7933 437700 SH SOLE 437700 0 0
CYBERONICS INC COM 23251P102 2693 718000 SH SOLE 718000 0 0
CYGNUS THERAPEUTIC SYS COM 232564104 9548 1317000 SH SOLE 1317000 0 0
CYTOGEN CORP COM 232824102 6921 2129500 SH SOLE 2129500 0 0
DT INDUSTRIES INC COM 23333J108 1200 80000 SH SOLE 80000 0 0
DALLAS SEMICONDUCTOR CORP COM 235204104 2683 173100 SH SOLE 173100 0 0
DAMES & MOORE INC COM 235713104 10340 745200 SH SOLE 745200 0 0
DANIEL INDS DEL COM 236235107 9391 825600 SH SOLE 825600 0 0
DATASCOPE CORP COM 238113104 16818 1085000 SH SOLE 1085000 0 0
DENTSPLY INTL INC NEW COM 249030107 18331 535200 SH SOLE 535200 0 0
DESTEC ENERGY INC COM 25063N100 12130 1066400 SH SOLE 1066400 0 0
DEXTER CORP COM 252165105 10113 437300 SH SOLE 437300 0 0
DIAGNOSTIC PRODS CORP COM 252450101 7426 316000 SH SOLE 316000 0 0
DIAMETRICS MED INC COM 252532106 5513 900000 SH SOLE 900000 0 0
DIANON SYS INC COM 252826102 2197 475000 SH SOLE 475000 0 0
DIGITAL EQUIP CORP COM 253849103 36021 1359300 SH SOLE 1359300 0 0
DIGITAL MICROWAVE CORP COM 253859102 8316 581000 SH SOLE 581000 0 0
DILLARD DEPT STORES INC CL A 254063100 21544 805400 SH SOLE 805400 0 0
DISCOVERY ZONE INC COM 25468B107 931 45000 SH SOLE 45000 0 0
DISNEY WALT CO DEL COM 254687106 27284 704100 SH SOLE 704100 0 0
DOW CHEM CO COM 260543103 28953 370000 SH SOLE 370000 0 0
DRESSER INDS INC COM 261597108 44641 2204500 SH SOLE 2204500 0 0
DREYERS GRAND ICE CREAM INC COM 261878102 32640 1280000 SH SOLE 1280000 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 55970 965000 SH SOLE 965000 0 0
DURACELL INTL INC COM 26633L103 45380 994626 SH SOLE 994626 0 0
DURIRON INC COM 266849108 6495 412400 SH SOLE 412400 0 0
E M C CORP MASS COM 268648102 4025 200000 SH SOLE 200000 0 0
EP TECHNOLOGY INC COM 268913100 3518 335000 SH SOLE 335000 0 0
EASTMAN CHEM CO COM 277432100 3538 65075 SH SOLE 65075 0 0
EASTMAN KODAK CO COM 277461109 13471 260300 SH SOLE 260300 0 0
ELAN PLC ADR 284131208 13541 345000 SH SOLE 345000 0 0
<PAGE> PAGE 6
VALUE SHARES/ SH/ PUT/ INVSTMT -----VOTING AUTHORITY-----
NAME OF ISSUER -TITLE OF CLASS- --CUSIP-- (x$1000) PRN AMT PRN CALL DSCRETN -MANAGERS- SOLE SHARED NONE
ELAN PLC UNIT EX 081298 284131406 740 25625 SH SOLE 25625 0 0
ELECTRONIC ARTS INC COM 285512109 8325 450000 SH SOLE 450000 0 0
ELECTRONIC RETAILING SYS INTL COM 285825105 2936 412000 SH SOLE 412000 0 0
EMISPHERE TECHNOLOGIES INC COM 291345106 2625 700000 SH SOLE 700000 0 0
EMPHESYS FINANCIAL GROUP INC COM 29158K104 3513 100000 SH SOLE 100000 0 0
ENDOSONICS CORP COM 29264K105 3766 538000 SH SOLE 538000 0 0
ENERGY BIOSYSTEMS CORP COM 29265L102 6538 792500 SH SOLE 792500 0 0
ENGELHARD CORP COM 292845104 14915 554975 SH SOLE 554975 0 0
ENTERGY CORP NEW COM 29364G103 79837 3433850 SH SOLE 3433850 0 0
ENZON INC COM 293904108 7097 2271000 SH SOLE 2271000 0 0
ENVIRONMENTAL ELEMENTS CORP COM 293940102 2318 598200 SH SOLE 598200 0 0
ENVOY CORP COM 293944104 14537 765100 SH SOLE 765100 0 0
ERICSSON L M TEL CO ADR CL B SEK10 294821400 114058 2122000 SH SOLE 2122000 0 0
ESKIMO PIE CORP COM 296443104 4502 261000 SH SOLE 261000 0 0
ETHYL CORP COM 297659104 19948 1753700 SH SOLE 1753700 0 0
EVANS & SUTHERLAND COMPUTER CP COM 299096107 10583 830000 SH SOLE 830000 0 0
EXABYTE CORP COM 300615101 30112 1468900 SH SOLE 1468900 0 0
EXCEL INDS INC COM 300657103 2288 150000 SH SOLE 150000 0 0
EXPEDITORS INTL WASH INC COM 302130109 4584 229200 SH SOLE 229200 0 0
EXXON CORP COM 302290101 11960 208000 SH SOLE 208000 0 0
FHP INTL CORP COM 302426101 15503 530000 SH SOLE 530000 0 0
F M C CORP COM NEW 302491303 151042 2426375 SH SOLE 2426375 0 0
FEDERATED DEPT STORES INC NEW COM 31410J107 11242 488800 SH SOLE 488800 0 0
FERRO CORP COM 315405100 17437 708100 SH SOLE 708100 0 0
FILENES BASEMENT CORP COM 316866102 7831 935000 SH SOLE 935000 0 0
FINGERHUT COS INC COM 317867109 2070 90000 SH SOLE 90000 0 0
FIRST FINL CORP WISC COM 320227101 863 50000 SH SOLE 50000 0 0
FIRST NORTHERN SVGS BK S A COM 335833109 2459 166700 SH SOLE 166700 0 0
FISERV INC COM 337738108 806 37500 SH SOLE 37500 0 0
FLEET FINL GROUP INC NEW COM 338915101 47276 1256500 SH SOLE 1256500 0 0
FLUOR CORP COM 343861100 41894 842100 SH SOLE 842100 0 0
FOAMEX INTL INC COM 344123104 4350 400000 SH SOLE 400000 0 0
FOUNDATION HEALTH CORP COM 350401105 7526 213500 SH SOLE 213500 0 0
FOXMEYER CORP COM 351654108 30342 2186800 SH SOLE 2186800 0 0
FRESH CHOICE INC COM 358032100 3514 175700 SH SOLE 175700 0 0
FRUIT OF THE LOOM INC CL A 359416104 1025 40000 SH SOLE 40000 0 0
FURON CO COM 361106107 11773 682500 SH SOLE 682500 0 0
GTE CORP COM 362320103 11543 380000 SH SOLE 380000 0 0
GASONICS INTL CORP COM 367278108 2172 125000 SH SOLE 125000 0 0
GENCORP INC COM 368682100 921 73700 SH SOLE 73700 0 0
GENERAL ELEC CO COM 369604103 46547 967200 SH SOLE 967200 0 0
GENERAL MTRS CORP COM 370442105 92414 1971500 SH SOLE 1971500 0 0
GENERAL MTRS CORP CL E 370442402 1900 50000 SH SOLE 50000 0 0
GENERAL NUTRITION COS INC COM 37047F103 8811 396000 SH SOLE 396000 0 0
GENERAL RE CORP COM 370563108 254725 2405900 SH SOLE 2405900 0 0
GENSIA INC COM 372450106 26726 3011400 SH SOLE 3011400 0 0
GEON CO COM 37246W105 14232 474400 SH SOLE 474400 0 0
GENZYME CORP COM 372917104 52039 1519400 SH SOLE 1519400 0 0
GIBRALTAR STL CORP COM 37476F103 2013 175000 SH SOLE 175000 0 0
GIDDINGS & LEWIS INC WIS COM 375048105 5629 316000 SH SOLE 316000 0 0
<PAGE> PAGE 7
VALUE SHARES/ SH/ PUT/ INVSTMT -----VOTING AUTHORITY-----
NAME OF ISSUER -TITLE OF CLASS- --CUSIP-- (x$1000) PRN AMT PRN CALL DSCRETN -MANAGERS- SOLE SHARED NONE
GLAXO HLDGS PLC SPONSORED ADR 377327309 1770 97000 SH SOLE 97000 0 0
GLOBAL MARINE INC COM 379352404 6194 1457500 SH SOLE 1457500 0 0
GOLDEN WEST FINL CORP DEL COM 381317106 21350 538800 SH SOLE 538800 0 0
GOODMARK FOODS INC COM 382387108 4829 333000 SH SOLE 333000 0 0
GOODYS FAMILY CLOTHING INC COM 382588101 2875 250000 SH SOLE 250000 0 0
GRACO INC COM 384109104 15026 817750 SH SOLE 817750 0 0
GREAT LAKES AVIATION LTD COM 39054K108 150 30000 SH SOLE 30000 0 0
GREENFIELD INDS INC COM 395058100 6000 250000 SH SOLE 250000 0 0
GROW BIZ INTL INC COM 399817105 2288 150000 SH SOLE 150000 0 0
GRUPO TELEVISA SA DE CV SPN ADR REPORD 40049J206 5110 88288 SH SOLE 88288 0 0
HMG WORLDWIDE CORP COM 404235103 4113 700000 SH SOLE 700000 0 0
HS RES INC COM 404297103 2244 105000 SH SOLE 105000 0 0
HAEMONETICS CORP COM 405024100 23180 1278900 SH SOLE 1278900 0 0
HANDLEMAN CO DEL COM 410252100 31726 2951300 SH SOLE 2951300 0 0
HANNA M A CO COM 410522106 644 25000 SH SOLE 25000 0 0
HANOVER DIRECT INC COM 410783104 120 28712 SH SOLE 28712 0 0
HANSON PLC SPONSORED ADR 411352305 136815 7548400 SH SOLE 7548400 0 0
HARLEY DAVIDSON INC COM 412822108 9796 354600 SH SOLE 354600 0 0
HARMAN INTL INDS INC COM 413086109 17438 500000 SH SOLE 500000 0 0
HARNISCHFEGER INDS INC COM 413345109 17479 662700 SH SOLE 662700 0 0
HEALTHCARE SVCS GRP INC COM 421906108 8777 755000 SH SOLE 755000 0 0
HEALTHSOUTH REHABILITATION CP COM 421924101 5888 150000 SH SOLE 150000 0 0
HEALTHCARE COMPARE CORP COM 421928102 2881 100000 SH SOLE 100000 0 0
HEALTHTRUST INC - THE HOSP CO COM 42221H107 16253 494400 SH SOLE 494400 0 0
HEINZ H J CO COM 423074103 21909 598200 SH SOLE 598200 0 0
HERSHEY FOODS CORP COM 427866108 9675 215000 SH SOLE 215000 0 0
HEXCEL CORP COM 428290100 3983 708000 SH SOLE 708000 0 0
HI-LO AUTOMOTIVE INC COM 42839D100 4650 400000 SH SOLE 400000 0 0
HOLLYWOOD PK INC NEW COM 436255103 23335 1582000 SH SOLE 1582000 0 0
HONEYWELL INC COM 438506107 13850 400000 SH SOLE 400000 0 0
HONG KONG TELECOMMUNICATIONS SPONSORED ADR 438579203 3246 162300 SH SOLE 162300 0 0
HORNBECK OFFSHORE SVCS INC COM 440542108 6438 500000 SH SOLE 500000 0 0
HORSEHEAD RES DEV CO COM 440699106 6526 1411000 SH SOLE 1411000 0 0
HUGOTON ENERGY CORP COM 444613103 1125 100000 SH SOLE 100000 0 0
HUTCHINSON TECHNOLOGY INC COM 448407106 4400 160000 SH SOLE 160000 0 0
ICF KAISER INTL INC COM 449244102 5652 2055200 SH SOLE 2055200 0 0
ICN PHARMACEUTICALS INC COM 449290105 19724 1517200 SH SOLE 1517200 0 0
IDEC PHARMACEUTICALS CORP COM 449370105 1425 600000 SH SOLE 600000 0 0
IFR SYSTEMS INC COM 449507102 3802 490600 SH SOLE 490600 0 0
IMRS INC COM 449696103 14063 375000 SH SOLE 375000 0 0
IDEXX LABS CORP COM 45168D104 738 25000 SH SOLE 25000 0 0
ILLINOIS TOOL WKS INC COM 452308109 51125 1195900 SH SOLE 1195900 0 0
IMMULOGIC PHARMACEUTICAL CORP COM 45252R100 15016 1465000 SH SOLE 1465000 0 0
IMMUNOGEN INC COM 45253H101 2125 500000 SH SOLE 500000 0 0
IMO INDS INC COM 452540107 15000 1500000 SH SOLE 1500000 0 0
IN FOCUS SYS INC COM 452919103 5785 260000 SH SOLE 260000 0 0
INACOM CORP COM 45323G109 3194 350000 SH SOLE 350000 0 0
INCO LTD COM 453258402 5332 177000 SH SOLE 177000 0 0
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INGERSOLL RAND CO COM 456866102 32916 930500 SH SOLE 930500 0 0
<PAGE> PAGE 8
VALUE SHARES/ SH/ PUT/ INVSTMT -----VOTING AUTHORITY-----
NAME OF ISSUER -TITLE OF CLASS- --CUSIP-- (x$1000) PRN AMT PRN CALL DSCRETN -MANAGERS- SOLE SHARED NONE
INFORMATION RES INC COM 456905108 29994 2352500 SH SOLE 2352500 0 0
INSITE VISION INC COM 457660108 2086 355000 SH SOLE 355000 0 0
ISTITUTO MOBILIARE ITALIANO SPONSORED ADR 45777M107 1424 67820 SH SOLE 67820 0 0
INTER REGL FINL GROUP INC COM 458351103 1128 47000 SH SOLE 47000 0 0
INTERCEL INC COM 45844L108 512 52500 SH SOLE 52500 0 0
INTERFILM INC COM 45866R108 1450 200000 SH SOLE 200000 0 0
INTERIM SVCS INC COM 45868P100 2145 88000 SH SOLE 88000 0 0
INTERLINQ SOFTWARE CORP COM 458753100 197 39321 SH SOLE 39321 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 98178 1410100 SH SOLE 1410100 0 0
INTERNATIONAL GAME TECHNOLOGY COM 459902102 10313 500000 SH SOLE 500000 0 0
INTERNATIONAL MULTIFOODS CORP COM 460043102 25222 1540250 SH SOLE 1540250 0 0
INTERNATIONAL PAPER CO COM 460146103 89396 1138800 SH SOLE 1138800 0 0
INTERNATIONAL RECTIFIER CORP COM 460254105 18236 895000 SH SOLE 895000 0 0
INTERNATIONAL TECHNOLOGY CORP COM 460465107 11970 3302200 SH SOLE 3302200 0 0
INTERSOLV INC COM 46070J106 12200 800000 SH SOLE 800000 0 0
INVACARE CORP COM 461203101 11756 398500 SH SOLE 398500 0 0
ISIS PHARMACEUTICALS INC COM 464330109 925 185000 SH SOLE 185000 0 0
J & J SNACK FOODS CORP COM 466032109 4463 350000 SH SOLE 350000 0 0
JASON INC COM 471171108 11279 1219375 SH SOLE 1219375 0 0
JOHNSON & JOHNSON COM 478160104 67927 1312600 SH SOLE 1312600 0 0
JONES APPAREL GROUP INC COM 480074103 14154 577700 SH SOLE 577700 0 0
JUST TOYS INC COM 482133105 1275 300000 SH SOLE 300000 0 0
K MART CORP COM 482584109 52594 2942300 SH SOLE 2942300 0 0
KANEB SERVICES INC COM 484170105 8324 3171000 SH SOLE 3171000 0 0
KENT ELECTRS CORP COM 490553104 11538 325000 SH SOLE 325000 0 0
KENTUCKY ELEC STL INC COM 49127B100 4950 450000 SH SOLE 450000 0 0
KINETIC CONCEPTS INC COM 49460W109 301 52400 SH SOLE 52400 0 0
KNOWLEDGEWARE INC COM 499245108 5354 1427700 SH SOLE 1427700 0 0
KOMAG INC COM 500453105 35062 1323100 SH SOLE 1323100 0 0
KULICKE & SOFFA INDS INC COM 501242101 6500 400000 SH SOLE 400000 0 0
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LTV CORP NEW COM 501921100 3609 175000 SH SOLE 175000 0 0
LTX CORP COM 502392103 11345 2575000 SH SOLE 2575000 0 0
LA JOLLA PHARMACEUTICAL CO COM 503459109 1185 431000 SH SOLE 431000 0 0
LADY LUCK GAMING CORP COM 505820100 9707 2505000 SH SOLE 2505000 0 0
LANDMARK GRAPHICS CORP COM 514913102 6016 256000 SH SOLE 256000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 1082 58500 SH SOLE 58500 0 0
LAWTER INTL INC COM 520786104 3918 301400 SH SOLE 301400 0 0
LEARNING CO COM 522006105 5925 300000 SH SOLE 300000 0 0
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LECHTERS CORP COM 523238103 16000 1000000 SH SOLE 1000000 0 0
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LEGENT CORP COM 52465R109 92920 3506425 SH SOLE 3506425 0 0
LIFE PARTNERS GROUP INC COM 532157104 2850 150000 SH SOLE 150000 0 0
LIFE TECHNOLOGIES INC COM 532177201 23902 1258000 SH SOLE 1258000 0 0
LIGAND PHARMACEUTICALS INC CL A 53220K108 5980 520000 SH SOLE 520000 0 0
LILLY ELI & CO COM 532457108 36832 636400 SH SOLE 636400 0 0
LIMITED INC COM 532716107 28780 1466500 SH SOLE 1466500 0 0
LITTLE SWITZ INC COM 537528101 5298 815000 SH SOLE 815000 0 0
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<PAGE> PAGE 9
VALUE SHARES/ SH/ PUT/ INVSTMT -----VOTING AUTHORITY-----
NAME OF ISSUER -TITLE OF CLASS- --CUSIP-- (x$1000) PRN AMT PRN CALL DSCRETN -MANAGERS- SOLE SHARED NONE
LUBRIZOL CORP COM 549271104 22840 733800 SH SOLE 733800 0 0
MCI COMMUNICATIONS CORP COM 552673105 10763 420000 SH SOLE 420000 0 0
MGIC INVT CORP WIS COM 552848103 3013 100000 SH SOLE 100000 0 0
MTS SYS CORP COM 553777103 9705 400200 SH SOLE 400200 0 0
MTI TECHNOLOGY CORP COM 553903105 1125 300000 SH SOLE 300000 0 0
MAGNETEK INC COM 559424106 5687 433300 SH SOLE 433300 0 0
MALLINCKRODT GROUP INC COM 561226101 56643 1749600 SH SOLE 1749600 0 0
MANITOWOC INC COM 563571108 10260 380000 SH SOLE 380000 0 0
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MARCAM CORP COM 566140109 3800 400000 SH SOLE 400000 0 0
MARCUS CORP COM 566330106 1369 50000 SH SOLE 50000 0 0
MARQUETTE ELECTRS INC CL A 571474105 5415 285000 SH SOLE 285000 0 0
MARSHALL INDS COM 572393106 1633 65000 SH SOLE 65000 0 0
MASCO CORP COM 574599106 82003 3399100 SH SOLE 3399100 0 0
MASCOTECH INC COM 574670105 2340 195000 SH SOLE 195000 0 0
MATERIAL SCIENCIES CORP COM 576674105 8597 525000 SH SOLE 525000 0 0
MATTEL INC COM 577081102 3221 118750 SH SOLE 118750 0 0
MAXTOR CORP COM 577729106 13641 2949500 SH SOLE 2949500 0 0
MAVERICK TUBE CORP COM 577914104 2531 250000 SH SOLE 250000 0 0
MCDONALDS CORP COM 580135101 280132 10621100 SH SOLE 10621100 0 0
MEAD CORP COM 582834107 123110 2367500 SH SOLE 2367500 0 0
MEASUREX CORP COM 583432109 19125 900000 SH SOLE 900000 0 0
MEDALIST INDS INC COM 584020101 2645 377800 SH SOLE 377800 0 0
MEDCO RESH INC COM 584059109 12877 1095900 SH SOLE 1095900 0 0
MEDICUS SYS CORP COM 58469K107 738 50000 SH SOLE 50000 0 0
MEDIMMUNE INC COM 584699102 6743 1458000 SH SOLE 1458000 0 0
MEDTRONIC INC COM 585055106 38588 729800 SH SOLE 729800 0 0
MENTOR GRAPHICS CORP COM 587200106 50501 4489000 SH SOLE 4489000 0 0
MERISEL INC COM 589849108 28603 2825000 SH SOLE 2825000 0 0
MESA AIRLS INC COM 590481107 2319 350000 SH SOLE 350000 0 0
MICHAEL FOODS INC COM 594074106 18975 1725000 SH SOLE 1725000 0 0
MICROPOLIS CORP COM 594907107 9529 1466000 SH SOLE 1466000 0 0
MICROSOFT CORP COM 594918104 85591 1525000 SH SOLE 1525000 0 0
MICROSEMI CORP COM 595137100 1643 365000 SH SOLE 365000 0 0
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MIDISOFT CORP COM 597413103 2932 190700 SH SOLE 190700 0 0
MILLS CORP COM 601148109 17415 810000 SH SOLE 810000 0 0
MINNESOTA MNG & MFG CO COM 604059105 252227 4565200 SH SOLE 4565200 0 0
MINNTECH CORP COM 604258103 4241 273600 SH SOLE 273600 0 0
MOBIL CORP COM 607059102 48163 608700 SH SOLE 608700 0 0
MOBILE TELECOMMUNICATIONS TECH COM 607406105 9615 469000 SH SOLE 469000 0 0
MOLECULAR BIOSYSTEMS INC COM 608513107 16601 1196450 SH SOLE 1196450 0 0
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MORGAN PRODS LTD COM 617439104 1021 190000 SH SOLE 190000 0 0
MORGAN STANLEY EMERGING MKTS COM 61744G107 15438 525547 SH SOLE 525547 0 0
MORGAN STANLEY GROUP INC COM 617446109 13077 210500 SH SOLE 210500 0 0
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<PAGE> PAGE 10
VALUE SHARES/ SH/ PUT/ INVSTMT -----VOTING AUTHORITY-----
NAME OF ISSUER -TITLE OF CLASS- --CUSIP-- (x$1000) PRN AMT PRN CALL DSCRETN -MANAGERS- SOLE SHARED NONE
MULTICARE COS INC COM 62543V105 5718 285000 SH SOLE 285000 0 0
MUSICLAND STORES CORP COM 62758B109 366 25000 SH SOLE 25000 0 0
MYCOGEN CORP COM 628452104 16088 1608800 SH SOLE 1608800 0 0
NS GROUP INC COM 628916108 8550 1315400 SH SOLE 1315400 0 0
NPS PHARMACEUTICALS INC COM 62936P103 2822 645000 SH SOLE 645000 0 0
NAMIC USA CORP COM 629867102 8978 855000 SH SOLE 855000 0 0
NASH FINCH CO COM 631158102 1650 100000 SH SOLE 100000 0 0
NATIONAL CITY CORP COM 635405103 2863 101782 SH SOLE 101782 0 0
NATIONAL COMPUTER SYS INC COM 635519101 13557 995000 SH SOLE 995000 0 0
NATIONAL GOLF PPTYS INC COM 63623G109 13669 675000 SH SOLE 675000 0 0
NATIONAL INTERGROUP INC COM 636540106 6300 400000 SH SOLE 400000 0 0
NATIONAL MED ENTERPRISES INC COM 636886103 56031 3271900 SH SOLE 3271900 0 0
NATIONAL SEMICONDUCTOR CORP COM 637640103 3641 233000 SH SOLE 233000 0 0
NATIONSBANK CORP COM 638585109 96466 1968700 SH SOLE 1968700 0 0
NATURES BOUNTY INC COM PAR $0.008 639017300 3150 300000 SH SOLE 300000 0 0
NEIMAN MARCUS GROUP INC COM 640204103 11432 768558 SH SOLE 768558 0 0
NELLCOR INC COM 640275103 6620 223000 SH SOLE 223000 0 0
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NETWORK SYS CORP COM 641217104 11514 1616000 SH SOLE 1616000 0 0
NEW YORK TIMES CO CL A 650111107 73741 3371000 SH SOLE 3371000 0 0
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NEWFIELD EXPL CO COM 651290108 2463 100000 SH SOLE 100000 0 0
NEWHALL LAND & FARMING CO CAL DEPOSITARY REC 651426108 31306 2122460 SH SOLE 2122460 0 0
NEWMONT MINING CORP COM 651639106 104090 2313106 SH SOLE 2313106 0 0
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NOVELL INC COM 670006105 101776 6900100 SH SOLE 6900100 0 0
NUCOR CORP COM 670346105 38586 554200 SH SOLE 554200 0 0
OEC-MEDICAL SYS INC COM 670828102 7851 1185000 SH SOLE 1185000 0 0
OHM CORP COM 670839109 11992 1042800 SH SOLE 1042800 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 20013 953000 SH SOLE 953000 0 0
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OPTA FOOD INGREDIENTS INC COM 68381N105 1838 350000 SH SOLE 350000 0 0
OREGON STL MLS INC COM 686079104 23506 1324300 SH SOLE 1324300 0 0
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OUTBOARD MARINE CORP COM 690020102 1274 56000 SH SOLE 56000 0 0
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<PAGE> PAGE 11
VALUE SHARES/ SH/ PUT/ INVSTMT -----VOTING AUTHORITY-----
NAME OF ISSUER -TITLE OF CLASS- --CUSIP-- (x$1000) PRN AMT PRN CALL DSCRETN -MANAGERS- SOLE SHARED NONE
PLC SYS INC COM 69341D104 9000 1500000 SH SOLE 1500000 0 0
PSC INC COM 69361E107 4193 430000 SH SOLE 430000 0 0
PACIFIC TELESIS GROUP COM 694890104 54012 1756500 SH SOLE 1756500 0 0
PALL CORP COM 696429307 6134 355600 SH SOLE 355600 0 0
PARAGON TRADE BRANDS INC COM 69912K107 632 24300 SH SOLE 24300 0 0
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PARKER HANNIFIN CORP COM 701094104 20408 511800 SH SOLE 511800 0 0
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PEC ISRAEL ECONOMIC CORP COM 705098101 21092 721100 SH SOLE 721100 0 0
PEPSICO INC COM 713448108 163425 4933600 SH SOLE 4933600 0 0
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PERRIGO CO COM 714290103 7738 573200 SH SOLE 573200 0 0
PET INC NEW COM 715825105 11635 589100 SH SOLE 589100 0 0
PETROLEUM GEO-SVCS A/S SPONSORED ADR 716597109 27028 1395000 SH SOLE 1395000 0 0
PFIZER INC COM 717081103 207375 3000000 SH SOLE 3000000 0 0
PHELPS DODGE CORP COM 717265102 71213 1148600 SH SOLE 1148600 0 0
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PINKERTONS INC NEW COM 723429106 5591 355000 SH SOLE 355000 0 0
PLAYTEX PRODS INC COM 72813P100 11111 1251900 SH SOLE 1251900 0 0
PLY GEM INDS INC COM 729416107 578 25000 SH SOLE 25000 0 0
POLAROID CORP COM 731095105 1791 51000 SH SOLE 51000 0 0
POLICY MGMT SYS CORP COM 731108106 3988 100000 SH SOLE 100000 0 0
PRAXAIR INC COM 74005P104 1219 50000 SH SOLE 50000 0 0
PRESIDENT RIVERBOAT CASINOS COM 740848106 11095 1191350 SH SOLE 1191350 0 0
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PROGRESS SOFTWARE CORP COM 743312100 18995 580000 SH SOLE 580000 0 0
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PROXIMA CORP COM 744287103 4810 185000 SH SOLE 185000 0 0
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PYXIS CORP COM 747251106 613 25000 SH SOLE 25000 0 0
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RETIX COM 76129Y101 7805 1561000 SH SOLE 1561000 0 0
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<PAGE> PAGE 12
VALUE SHARES/ SH/ PUT/ INVSTMT -----VOTING AUTHORITY-----
NAME OF ISSUER -TITLE OF CLASS- --CUSIP-- (x$1000) PRN AMT PRN CALL DSCRETN -MANAGERS- SOLE SHARED NONE
ROWAN COS INC COM 779382100 37562 5180900 SH SOLE 5180900 0 0
ROYAL DUTCH PETE CO NY REG GLDR 5 780257705 193382 1801000 SH SOLE 1801000 0 0
SCI SYS INC COM 783890106 37134 1757800 SH SOLE 1757800 0 0
SHL SYSTEMHOUSE INC COM 78424R104 37682 6699000 SH SOLE 6699000 0 0
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<PAGE> PAGE 13
VALUE SHARES/ SH/ PUT/ INVSTMT -----VOTING AUTHORITY-----
NAME OF ISSUER -TITLE OF CLASS- --CUSIP-- (x$1000) PRN AMT PRN CALL DSCRETN -MANAGERS- SOLE SHARED NONE
STRUCTURAL DYNAMICS RESH CORP COM 863555108 13585 2860000 SH SOLE 2860000 0 0
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TELULAR CORP COM 87970T109 3135 330000 SH SOLE 330000 0 0
TELXON CORP COM 879700102 8250 600000 SH SOLE 600000 0 0
TEMPLE INLAND INC COM 879868107 26758 484300 SH SOLE 484300 0 0
TENNECO INC NEW COM 880370101 116119 2631600 SH SOLE 2631600 0 0
TERADYNE INC COM 880770102 11750 400000 SH SOLE 400000 0 0
TERRA INDS INC COM 880915103 3480 290000 SH SOLE 290000 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 9135 1015000 SH SOLE 1015000 0 0
TEXACO INC COM 881694103 165000 2750000 SH SOLE 2750000 0 0
THERATECH INC UTAH COM 883383101 6953 515000 SH SOLE 515000 0 0
THIOKOL CORP DEL COM 884103102 2438 100000 SH SOLE 100000 0 0
TIDEWATER INC COM 886423102 15693 729900 SH SOLE 729900 0 0
TIFFANY & CO NEW COM 886547108 5550 150000 SH SOLE 150000 0 0
TIME WARNER INC COM 887315109 11064 315000 SH SOLE 315000 0 0
TIMKEN CO COM 887389104 68222 1813203 SH SOLE 1813203 0 0
TITAN CORP COM 888266103 1999 380800 SH SOLE 380800 0 0
TOKHEIM CORP COM 889073102 5400 600000 SH SOLE 600000 0 0
TOKOS MED CORP DEL COM 889100103 13435 1706000 SH SOLE 1706000 0 0
<PAGE> PAGE 14
VALUE SHARES/ SH/ PUT/ INVSTMT -----VOTING AUTHORITY-----
NAME OF ISSUER -TITLE OF CLASS- --CUSIP-- (x$1000) PRN AMT PRN CALL DSCRETN -MANAGERS- SOLE SHARED NONE
TOPPS INC COM 890786106 26491 4281000 SH SOLE 4281000 0 0
TOYS R US COM 892335100 56793 1594200 SH SOLE 1594200 0 0
TRANSCO ENERGY CO COM 893532101 16433 1095500 SH SOLE 1095500 0 0
TRAVELERS INC COM 894190107 9863 300000 SH SOLE 300000 0 0
TREADCO INC COM 894545102 5294 350000 SH SOLE 350000 0 0
TRIMBLE NAVIGATION LTD COM 896239100 20501 1438700 SH SOLE 1438700 0 0
TRINOVA CORP COM 896678109 8122 232900 SH SOLE 232900 0 0
TRIPOS INC COM 896928108 1600 278334 SH SOLE 278334 0 0
TUBOS DE ACERO DE MEXICO S A ADR NEW 898592506 37793 6871504 SH SOLE 6871504 0 0
TUBOSCOPE VETCO INTL CORP COM 898600101 11138 1782000 SH SOLE 1782000 0 0
TYCO INTERNATIONAL LTD COM 902120104 23275 490000 SH SOLE 490000 0 0
TYCO TOYS INC COM 902128107 28502 3454800 SH SOLE 3454800 0 0
TYSON FOODS INC CL A 902494103 60948 2539500 SH SOLE 2539500 0 0
ULTRAMAR CORP COM 903912103 20783 815000 SH SOLE 815000 0 0
UNIFI INC COM 904677101 22500 900000 SH SOLE 900000 0 0
UNISYS CORP COM 909214108 2843 264500 SH SOLE 264500 0 0
U S BANCORP ORE COM 911596104 1275 50000 SH SOLE 50000 0 0
U S BIOSCIENCE INC COM 911646107 30568 3944200 SH SOLE 3944200 0 0
UNITED STATES SHOE CORP COM 912605102 544 25000 SH SOLE 25000 0 0
UNIVERSAL FOODS CORP COM 913538104 7406 250000 SH SOLE 250000 0 0
UNIVERSAL HOSP SVCS INC COM 91359L109 2396 355000 SH SOLE 355000 0 0
UNOCAL CORP COM 915289102 84027 2974400 SH SOLE 2974400 0 0
UNOCAL CORP PFD CV $3.5 915289201 5350 100000 SH SOLE 100000 0 0
UROMED CORP COM 917274102 1450 400000 SH SOLE 400000 0 0
V F CORP COM 918204108 38824 786300 SH SOLE 786300 0 0
VLSI TECHNOLOGY INC COM 918270109 3575 325000 SH SOLE 325000 0 0
VALASSIS COMMUNICATIONS INC COM 918866104 16663 1075000 SH SOLE 1075000 0 0
VALMONT INDS INC COM 920253101 12679 805000 SH SOLE 805000 0 0
VANS INC COM 921930103 6306 885000 SH SOLE 885000 0 0
VENTRITEX INC COM 922814108 4000 200000 SH SOLE 200000 0 0
VERIFONE INC COM 923429104 30077 1286700 SH SOLE 1286700 0 0
VERSA TECHNOLOGIES INC COM 925116105 5088 347900 SH SOLE 347900 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 19152 1344000 SH SOLE 1344000 0 0
VESTA INS GROUP INC COM 925391104 15900 600000 SH SOLE 600000 0 0
VICAL INC COM 925602104 12952 1263600 SH SOLE 1263600 0 0
VIEWLOGIC SYS INC COM 926721101 6932 355500 SH SOLE 355500 0 0
VISX INC DEL COM 92844S105 12777 929200 SH SOLE 929200 0 0
VITALINK PHARMACY SVCS INC COM 92846E104 9160 621000 SH SOLE 621000 0 0
VONS COS INC COM 928869106 14402 800100 SH SOLE 800100 0 0
VULCAN MATLS CO COM 929160109 62608 1162100 SH SOLE 1162100 0 0
WMX TECHNOLOGIES INC COM 92929Q107 120406 4169900 SH SOLE 4169900 0 0
WMS INDS INC COM 929297109 21106 1197500 SH SOLE 1197500 0 0
WAHLCO ENVIRONMENTAL SYS INC COM 930569108 1674 637900 SH SOLE 637900 0 0
WAL MART STORES INC COM 931142103 200413 8573800 SH SOLE 8573800 0 0
WALKER INTERACTIVE SYS INC COM 931664106 6000 800000 SH SOLE 800000 0 0
WALL DATA INC COM 932045107 2993 90000 SH SOLE 90000 0 0
WANG LABS INC NEW COM 93369N109 20700 1592300 SH SOLE 1592300 0 0
WASHINGTON MUT SVGS BK SEATTLE COM 939334108 9923 487000 SH SOLE 487000 0 0
WASTE MGMT INTL PLC SPONSORED ADR 940906100 18250 1089549 SH SOLE 1089549 0 0
WESTERN CO NORTH AMER COM PAR $0.10 958043408 6213 350000 SH SOLE 350000 0 0
<PAGE> PAGE 15
VALUE SHARES/ SH/ PUT/ INVSTMT -----VOTING AUTHORITY-----
NAME OF ISSUER -TITLE OF CLASS- --CUSIP-- (x$1000) PRN AMT PRN CALL DSCRETN -MANAGERS- SOLE SHARED NONE
WESTERN DIGITAL CORP COM 958102105 744 50000 SH SOLE 50000 0 0
WESTERN WASTE INDS COM 959880105 23267 1310800 SH SOLE 1310800 0 0
WESTVACO CORP COM 961548104 12490 327600 SH SOLE 327600 0 0
WESTWOOD ONE INC COM 961815107 10238 900000 SH SOLE 900000 0 0
WHITMAN CORP COM 96647K102 37239 2223200 SH SOLE 2223200 0 0
WHOLE FOODS MKT INC COM 966837106 3000 200000 SH SOLE 200000 0 0
WISCONSIN CENT TRANSN CORP COM 976592105 4100 100000 SH SOLE 100000 0 0
WISCONSIN PHARMACAL CO COM 976817106 5625 500000 SH SOLE 500000 0 0
WOOLWORTH CORP COM 980883102 50982 2934200 SH SOLE 2934200 0 0
WORTHINGTON INDS INC COM 981811102 31035 1443500 SH SOLE 1443500 0 0
WORLDTEX INC COM 981907108 7474 1458400 SH SOLE 1458400 0 0
WYLE LABS COM 983051103 20799 1188500 SH SOLE 1188500 0 0
XILINX INC COM 983919101 38000 760000 SH SOLE 760000 0 0
XIRCOM INC COM 983922105 1038 50000 SH SOLE 50000 0 0
XEROX CORP COM 984121103 54154 507300 SH SOLE 507300 0 0
YORK INTL CORP NEW COM 986670107 50395 1210700 SH SOLE 1210700 0 0
YOUNKERS INC COM 987767100 15238 802000 SH SOLE 802000 0 0
ZYNAXIS INC COM 989864103 53 24798 SH SOLE 24798 0 0
ZOLL MED CORP COM 989922109 3238 350000 SH SOLE 350000 0 0
REPORT SUMMARY 669 DATA RECORDS 14003500 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED
</TABLE>
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