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Previous: ACTV INC /DE/, SC 13D/A, 1999-02-08 |
Next: STATE OF WISCONSIN INVESTMENT BOARD, SC 13G/A, 1999-02-08 |
<TABLE>
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<PAGE> PAGE 1
SECURITIES AND EXCHANGE COMMISSION
FORM 13F-E
Report for the Calendar Year or Quarter Ended: 12/31/98
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:
GEORGE NATZKE CHIEF FINANCIAL OFFICER 608-267-2059
Signature, Place and Date of Signing:
/s/ GEORGE NATZKE MADISON WI 01/25/99
<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
FRESH DEL MONTE PRODUCE INC ORD G36738105 57229 2638800 SH SOLE 2638800 0 0
CIMATRON LTD ORD M23798107 363 215000 SH SOLE 215000 0 0
ASM LITHOGRAPHY HLDG N V N Y SHS N07059111 1677 55000 SH SOLE 55000 0 0
SAPIENS INTL CORP N V ORD N7716A102 8255 1040000 SH SOLE 1040000 0 0
MCDERMOTT J RAY S A COM P64658100 1222 50000 SH SOLE 50000 0 0
ABC RAIL PRODS CORP COM 000752105 13711 1125000 SH SOLE 1125000 0 0
A D C TELECOMMUNICATIONS COM 000886101 8430 242600 SH SOLE 242600 0 0
ADE CORP MASS COM 00089C107 8189 629900 SH SOLE 629900 0 0
AFLAC INC COM 001055102 35100 800000 SH SOLE 800000 0 0
AK STL HLDG CORP COM 001547108 2115 90000 SH SOLE 90000 0 0
AMR CORP COM 001765106 1437 24200 SH SOLE 24200 0 0
ARI NETWORK SVCS INC COM NEW 001930205 931 391875 SH SOLE 391875 0 0
AT&T CORP COM 001957109 61971 818100 SH SOLE 818100 0 0
APP FIN VI MAURITIUS LTD LYONS NT ZERO 00202NAA3 16920 94000000 SH SOLE 94000000 0 0
ABB AB SPONSORED ADR 00256Q103 1881 171000 SH SOLE 171000 0 0
ABBOTT LABS COM 002824100 15749 321400 SH SOLE 321400 0 0
ACNIELSEN CORP COM 004833109 5579 197500 SH SOLE 197500 0 0
ACUSON CORP COM 005113105 20745 1400500 SH SOLE 1400500 0 0
ADAMS GOLF INC COM 006228100 409 100000 SH SOLE 100000 0 0
ADAPTEC INC COM 00651F108 12294 700000 SH SOLE 700000 0 0
ADEPT TECHNOLOGY INC COM 006854103 1410 218988 SH SOLE 218988 0 0
ADOBE SYS INC COM 00724F101 12996 278000 SH SOLE 278000 0 0
ADTRAN INC COM 00738A106 8534 466000 SH SOLE 466000 0 0
ADVANCED LTG TECHNOLOGIES COM 00753C102 5391 552900 SH SOLE 552900 0 0
ADVANCED FIBRE COMMUNICATIONS COM 00754A105 15627 1428800 SH SOLE 1428800 0 0
ADVANCED TISSUE SCIENCES INC COM 00755F103 9521 3670500 SH SOLE 3670500 0 0
AEHR TEST SYSTEMS COM 00760J108 4370 713500 SH SOLE 713500 0 0
AEROQUIP-VICKERS INC COM 007869100 1497 50000 SH SOLE 50000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 11055 381200 SH SOLE 381200 0 0
AETNA INC COM 008117103 3916 49800 SH SOLE 49800 0 0
AFFILIATED MANAGERS GROUP COM 008252108 26723 894500 SH SOLE 894500 0 0
AGRIBIOTECH INC NEV COM 008494106 28564 2207820 SH SOLE 2207820 0 0
AIRGAS INC COM 009363102 9831 1100000 SH SOLE 1100000 0 0
AIRTOUCH COMMUNICATIONS INC COM 00949T100 5187 71600 SH SOLE 71600 0 0
ALBERTSONS INC COM 013104104 19920 312785 SH SOLE 312785 0 0
ALCAN ALUMINIUM LTD NEW COM 013716105 852 31500 SH SOLE 31500 0 0
ALCATEL SPONSORED ADR 013904305 8367 342400 SH SOLE 342400 0 0
ALIGN-RITE INTL INC COM 016251100 2383 205000 SH SOLE 205000 0 0
ALLEGHENY ENERGY INC COM 017361106 383 11100 SH SOLE 11100 0 0
ALLEGHENY TELEDYNE INC COM 017415100 6612 323500 SH SOLE 323500 0 0
ALLEGIANCE TELECOM INC COM 01747T102 1212 100000 SH SOLE 100000 0 0
ALLEN TELECOM INC COM 018091108 29997 4485500 SH SOLE 4485500 0 0
ALLERGAN INC COM 018490102 622 9600 SH SOLE 9600 0 0
ALLIANCE SEMICONDUCTOR CORP COM 01877H100 22876 5631000 SH SOLE 5631000 0 0
ALLIEDSIGNAL INC COM 019512102 3917 88400 SH SOLE 88400 0 0
ALLMERICA FINL CORP COM 019754100 2546 44000 SH SOLE 44000 0 0
ALLSTATE CORP COM 020002101 3261 84700 SH SOLE 84700 0 0
ALLTEL CORP COM 020039103 19020 318000 SH SOLE 318000 0 0
ALPHA BETA TECHNOLOGY INC COM 02071K105 1455 2116000 SH SOLE 2116000 0 0
ALTERA CORP COM 021441100 14647 240600 SH SOLE 240600 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
ALUMINUM CO AMER COM 022249106 1633 21900 SH SOLE 21900 0 0
ALZA CORP DEL COM 022615108 21349 408600 SH SOLE 408600 0 0
AMAZON COM INC COM 023135106 8031 25000 SH SOLE 25000 0 0
AMBAC FINL GROUP INC COM 023139108 12675 210600 SH SOLE 210600 0 0
AMCOL INTL CORP COM 02341W103 2622 265500 SH SOLE 265500 0 0
AMERADA HESS CORP COM 023551104 11174 224600 SH SOLE 224600 0 0
AMEREN CORP COM 023608102 542 12700 SH SOLE 12700 0 0
AMERICA ONLINE INC DEL COM 02364J104 8633 55650 SH SOLE 55650 0 0
AMERICA WEST HLDG CORP CL B 023657208 3400 200000 SH SOLE 200000 0 0
AMERICAN ELEC PWR INC COM 025537101 9412 200000 SH SOLE 200000 0 0
AMERICAN EXPRESS CO COM 025816109 3342 32600 SH SOLE 32600 0 0
AMERICAN HOME PRODS CORP COM 026609107 10373 184000 SH SOLE 184000 0 0
AMERICAN INTL GROUP INC COM 026874107 39655 410400 SH SOLE 410400 0 0
AMERICAN MGMT SYS INC COM 027352103 20000 500000 SH SOLE 500000 0 0
AMERICAN RESIDENTIAL SVCS INC COM 028911105 611 187900 SH SOLE 187900 0 0
AMERICAN PWR CONVERSION CORP COM 029066107 69668 1438300 SH SOLE 1438300 0 0
AMERICAN SKIING CO COM 029654308 20257 2635000 SH SOLE 2635000 0 0
AMERICAN SOFTWARE INC CL A 029683109 2795 1315300 SH SOLE 1315300 0 0
AMERICAN STD COS INC DEL COM 029712106 216 6000 SH SOLE 6000 0 0
AMERICAN STORES CO NEW COM 030096101 2051 55528 SH SOLE 55528 0 0
AMERICAN SUPERCONDUCTOR CORP COM 030111108 10192 994300 SH SOLE 994300 0 0
AMERIN CORP COM 03070X106 4252 180000 SH SOLE 180000 0 0
AMERITECH CORP NEW COM 030954101 3105 49000 SH SOLE 49000 0 0
AMGEN INC COM 031162100 8867 84800 SH SOLE 84800 0 0
AMP INC COM 031897101 446 8576 SH SOLE 8576 0 0
AMOCO CORP COM 031905102 3353 56000 SH SOLE 56000 0 0
AMRESCO INC COM 031909104 7786 889800 SH SOLE 889800 0 0
AMSOUTH BANCORPORATION COM 032165102 22771 499100 SH SOLE 499100 0 0
ANADARKO PETE CORP COM 032511107 21612 700000 SH SOLE 700000 0 0
ANADIGICS INC COM 032515108 10557 923000 SH SOLE 923000 0 0
ANALOG DEVICES INC COM 032654105 9412 300000 SH SOLE 300000 0 0
ANALOGY INC COM 032659104 2362 756000 SH SOLE 756000 0 0
ANDREW CORP COM 034425108 987 59800 SH SOLE 59800 0 0
ANHEUSER BUSCH COS INC COM 035229103 2380 36266 SH SOLE 36266 0 0
ANIXTER INTL INC COM 035290105 3047 150000 SH SOLE 150000 0 0
ANTEC CORP COM 03664P105 27974 1390000 SH SOLE 1390000 0 0
AON CORP COM 037389103 964 17400 SH SOLE 17400 0 0
APACHE CORP COM 037411105 31372 1239400 SH SOLE 1239400 0 0
APPLE COMPUTER INC COM 037833100 749 18300 SH SOLE 18300 0 0
APPLIED GRAPHICS TECHNOLOGIES COM 037937109 13076 792500 SH SOLE 792500 0 0
APPLIED DIGITAL ACCESS INC COM 038181103 3176 1209800 SH SOLE 1209800 0 0
APPLIED MAGNETICS CP DEL COM 038213104 4795 775000 SH SOLE 775000 0 0
APPLIED MATLS INC COM 038222105 40638 952000 SH SOLE 952000 0 0
AQUA ALLIANCE INC CL A 038367108 18010 8732304 SH SOLE 8732304 0 0
AQUA ALLIANCE INC WT EXP 031101 038367116 1266 1688147 SH SOLE 1688147 0 0
AQUILA BIOPHARM INC COM 03839F107 1605 414074 SH SOLE 414074 0 0
ARCH COMMUNICATIONS GROUP INC COM 039381108 2599 1808300 SH SOLE 1808300 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 8789 513220 SH SOLE 513220 0 0
ARCTIC CAT INC COM 039670104 25998 2552000 SH SOLE 2552000 0 0
ARDENT SOFTWARE INC COM 039794102 8050 350000 SH SOLE 350000 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
ARKANSAS BEST CORP DEL COM 040790107 9000 1540000 SH SOLE 1540000 0 0
ARMCO INC COM 042170100 39347 8993600 SH SOLE 8993600 0 0
ARMSTRONG WORLD INDS INC COM 042476101 464 7700 SH SOLE 7700 0 0
ARTERIAL VASCULAR ENGR INC COM 043013101 4174 79500 SH SOLE 79500 0 0
ARTESYN TECHNOLOGIES INC COM 043127109 1960 140000 SH SOLE 140000 0 0
ASA HLDGS INC COM 04338Q107 1220 40000 SH SOLE 40000 0 0
ASCEND COMMUNICATIONS INC COM 043491109 71339 1085000 SH SOLE 1085000 0 0
ASPEN TECHNOLOGY INC COM 045327103 2755 190000 SH SOLE 190000 0 0
ASSOCIATED BANC CORP COM 045487105 204 5975 SH SOLE 5975 0 0
AT HOME CORP COM SER A 045919107 3712 50000 SH SOLE 50000 0 0
ASSOCIATES FIRST CAP CORP CL A 046008108 2098 49500 SH SOLE 49500 0 0
ASTORIA FINL CORP COM 046265104 247 5400 SH SOLE 5400 0 0
ATLANTIC RICHFIELD CO COM 048825103 4072 62285 SH SOLE 62285 0 0
ATMEL CORP COM 049513104 3062 200000 SH SOLE 200000 0 0
AUSPEX SYS INC COM 052116100 15958 3687200 SH SOLE 3687200 0 0
AUTODESK INC COM 052769106 4427 103700 SH SOLE 103700 0 0
AUTOIMMUNE INC COM 052776101 3577 1590000 SH SOLE 1590000 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 28186 351500 SH SOLE 351500 0 0
AUTOTOTE CORP CL A 053323101 5694 3036553 SH SOLE 3036553 0 0
AUTOZONE INC COM 053332102 8308 252243 SH SOLE 252243 0 0
AVADO BRANDS INC COM 05336P108 24522 2950000 SH SOLE 2950000 0 0
AVERY DENNISON CORP COM 053611109 16448 365000 SH SOLE 365000 0 0
BB&T CORP COM 054937107 21765 539900 SH SOLE 539900 0 0
BHC COMMUNICATIONS INC CL A 055448104 354 2900 SH SOLE 2900 0 0
BISYS GROUP INC COM 055472104 2581 50000 SH SOLE 50000 0 0
BJ SVCS CO COM 055482103 2344 150000 SH SOLE 150000 0 0
BMC SOFTWARE INC COM 055921100 39585 888300 SH SOLE 888300 0 0
BAKER HUGHES INC COM 057224107 10751 610000 SH SOLE 610000 0 0
BALDWIN PIANO & ORGAN CO COM 058246109 2887 300000 SH SOLE 300000 0 0
BALTIMORE GAS & ELEC CO COM 059165100 879 28459 SH SOLE 28459 0 0
BANK ONE CORP COM 06423A103 6832 133800 SH SOLE 133800 0 0
BANKAMERICA CORP NEW COM 06605F102 10410 173147 SH SOLE 173147 0 0
BANKBOSTON CORP COM 06605R106 822 21100 SH SOLE 21100 0 0
BANKERS TR CORP COM 066365107 581 6800 SH SOLE 6800 0 0
BANTA CORP COM 066821109 5431 198400 SH SOLE 198400 0 0
BARD C R INC COM 067383109 9900 200000 SH SOLE 200000 0 0
BARRICK GOLD CORP COM 067901108 7800 400000 SH SOLE 400000 0 0
BATTLE MTN GOLD CO COM 071593107 2062 507600 SH SOLE 507600 0 0
BEA SYS INC COM 073325102 1470 120000 SH SOLE 120000 0 0
BEAR STEARNS COS INC COM 073902108 13500 360600 SH SOLE 360600 0 0
BECTON DICKINSON & CO COM 075887109 17976 421100 SH SOLE 421100 0 0
BED BATH & BEYOND INC COM 075896100 10237 300000 SH SOLE 300000 0 0
BELCO OIL & GAS CORP COM 077410108 293 52600 SH SOLE 52600 0 0
BELL ATLANTIC CORP COM 077853109 6739 124800 SH SOLE 124800 0 0
BELLSOUTH CORP COM 079860102 6204 124400 SH SOLE 124400 0 0
BERGEN BRUNSWIG CORP CL A 083739102 38893 1115200 SH SOLE 1115200 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 662 9 SH SOLE 9 0 0
BEST BUY INC COM 086516101 2357 38400 SH SOLE 38400 0 0
BESTFOODS COM 08658U101 1475 27700 SH SOLE 27700 0 0
BETHLEHEM STL CORP COM 087509105 2779 331800 SH SOLE 331800 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
BEVERLY ENTERPRISES INC COM NEW 087851309 1350 200000 SH SOLE 200000 0 0
BIG ENTMT INC COM 089144109 4018 287000 SH SOLE 287000 0 0
BIOCHEM PHARMA INC COM 09058T108 13969 488000 SH SOLE 488000 0 0
BIOGEN INC COM 090597105 8848 106600 SH SOLE 106600 0 0
BIOMET INC COM 090613100 11270 280000 SH SOLE 280000 0 0
BIOTRANSPLANT INC COM 09066Y107 1087 435000 SH SOLE 435000 0 0
BIOVAIL CORP INTL NEW COM 09067K106 2269 60000 SH SOLE 60000 0 0
BIORELIANCE CORP COM 090951104 3336 417000 SH SOLE 417000 0 0
BLACK & DECKER CORP COM 091797100 31289 558110 SH SOLE 558110 0 0
BOEING CO COM 097023105 2245 68800 SH SOLE 68800 0 0
BOMBAY CO INC COM 097924104 20869 3794300 SH SOLE 3794300 0 0
BONE CARE INTL INC COM 098072101 9300 800000 SH SOLE 800000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1099 41000 SH SOLE 41000 0 0
BOWATER INC COM 102183100 33403 806100 SH SOLE 806100 0 0
BRIGHTPOINT INC COM 109473108 1237 90000 SH SOLE 90000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 37467 280000 SH SOLE 280000 0 0
BRITISH PETE PLC AMERN SH 110889409 5908 65100 SH SOLE 65100 0 0
BROKEN HILL PROPRIETARY LTD SPONSORED ADR 112169602 1734 120600 SH SOLE 120600 0 0
BROOKS AUTOMATION INC COM 11434A100 8117 555000 SH SOLE 555000 0 0
BROWNING FERRIS INDS COM 115885105 785 27600 SH SOLE 27600 0 0
BRUSH WELLMAN INC COM 117421107 6103 350000 SH SOLE 350000 0 0
BURLINGTON NORTHN SANTA FE CP COM 12189T104 6178 180373 SH SOLE 180373 0 0
BURLINGTON RES INC COM 122014103 15625 436300 SH SOLE 436300 0 0
CCB FINL CORP COM 124875105 5700 100000 SH SOLE 100000 0 0
CIGNA CORP COM 125509109 379 4900 SH SOLE 4900 0 0
CIT GROUP INC CL A 125577106 8004 251600 SH SOLE 251600 0 0
CKE RESTAURANTS INC COM 12561E105 14572 495000 SH SOLE 495000 0 0
CML GROUP INC COM 125820100 876 5093500 SH SOLE 5093500 0 0
CMS ENERGY CORP COM 125896100 45042 929900 SH SOLE 929900 0 0
CPB INC COM 125903104 8225 470000 SH SOLE 470000 0 0
CTB INTL CORP COM 125960104 5919 770000 SH SOLE 770000 0 0
CNA FINL CORP COM 126117100 580 14400 SH SOLE 14400 0 0
C P CLARE CORP COM 12615K107 5303 1034700 SH SOLE 1034700 0 0
CSX CORP COM 126408103 1531 36900 SH SOLE 36900 0 0
CABLEVISION SYS CORP CL A 12686C109 9965 198800 SH SOLE 198800 0 0
CABLETRON SYS INC COM 126920107 9091 1085500 SH SOLE 1085500 0 0
CABOT INDUSTRIAL TRUST COM 127072106 60485 2959534 SH SOLE 2959534 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 23800 800000 SH SOLE 800000 0 0
CAERE CORP COM 127646107 13524 966000 SH SOLE 966000 0 0
CALENERGY INC COM 129466108 6951 200400 SH SOLE 200400 0 0
CAMBRIDGE NEUROSCIENCE INC COM 132426107 1255 1745000 SH SOLE 1745000 0 0
CAMBRIDGE TECH PARTNERS MASS COM 132524109 9735 440000 SH SOLE 440000 0 0
CAMPBELL SOUP CO COM 134429109 1903 34600 SH SOLE 34600 0 0
CANNONDALE CORP COM 137798104 1275 141700 SH SOLE 141700 0 0
CANWEST GLOBAL COMMUNICATIONS SHS NON VTG 138906300 1470 120000 SH SOLE 120000 0 0
CAPITAL ONE FINL CORP COM 14040H105 529 4600 SH SOLE 4600 0 0
CARDIAC PATHWAYS CORP COM 141408104 7034 1655000 SH SOLE 1655000 0 0
CARDINAL HEALTH INC COM 14149Y108 36476 480742 SH SOLE 480742 0 0
CARDIOGENESIS CORP COM 14159K105 4525 804500 SH SOLE 804500 0 0
CARIBINER INTL INC COM 141888107 13394 1467800 SH SOLE 1467800 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
CARDIOTHORACIC SYS INC COM 141907105 2307 332500 SH SOLE 332500 0 0
CAROLINA PWR & LT CO COM 144141108 14119 300000 SH SOLE 300000 0 0
CASE CORP COM 14743R103 404 18500 SH SOLE 18500 0 0
CATALYST INTL INC COM 14887T105 9120 760000 SH SOLE 760000 0 0
CATERPILLAR INC DEL COM 149123101 1523 33100 SH SOLE 33100 0 0
CELL GENESYS INC COM 150921104 2460 409975 SH SOLE 409975 0 0
CELERITEK INC COM 150926103 3232 1077300 SH SOLE 1077300 0 0
CENDANT CORP COM 151313103 2343 121300 SH SOLE 121300 0 0
CENTOCOR INC COM 152342101 36678 812800 SH SOLE 812800 0 0
CENTRAL & SOUTH WEST CORP COM 152357109 3534 128800 SH SOLE 128800 0 0
CENTRAL NEWSPAPERS INC CL A 154647101 1786 25000 SH SOLE 25000 0 0
CENTURA BKS INC COM 15640T100 2231 30000 SH SOLE 30000 0 0
CENTURY TEL ENTERPRISES INC COM 156686107 1931 28600 SH SOLE 28600 0 0
CEPHALON INC COM 156708109 33926 3769600 SH SOLE 3769600 0 0
CERIDIAN CORP COM 15677T106 845 12100 SH SOLE 12100 0 0
CERION TECHNOLOGIES INC COM 156916108 300 686200 SH SOLE 686200 0 0
CHAMPION INTL CORP COM 158525105 8424 208000 SH SOLE 208000 0 0
CHANCELLOR MEDIA CORP COM 158915108 11969 250000 SH SOLE 250000 0 0
CHANNELL COML CORP COM 159186105 3266 390000 SH SOLE 390000 0 0
CHARTER ONE FINL INC COM 160903100 327 11800 SH SOLE 11800 0 0
CHASE MANHATTAN CORP NEW COM 16161A108 4054 57100 SH SOLE 57100 0 0
CHECKERS DRIVE-IN RESTAURANTS WT EXP 122200 162809115 11 86819 SH SOLE 86819 0 0
CHESAPEAKE CORP COM 165159104 2950 80000 SH SOLE 80000 0 0
CHEVRON CORPORATION COM 166751107 23065 278100 SH SOLE 278100 0 0
CHIQUITA BRANDS INTL INC COM 170032106 956 100001 SH SOLE 100001 0 0
CHIQUITA BRANDS INTL INC PFD A NON VTG 170032403 4742 135000 SH SOLE 135000 0 0
CHIRON CORP COM 170040109 21021 802700 SH SOLE 802700 0 0
CHUBB CORP COM 171232101 1075 16600 SH SOLE 16600 0 0
CIENA CORP COM 171779101 8775 600000 SH SOLE 600000 0 0
CINCINNATI BELL INC COM 171870108 253 6700 SH SOLE 6700 0 0
CINCINNATI FINL CORP COM 172062101 692 18900 SH SOLE 18900 0 0
CINERGY CORP COM 172474108 495 14400 SH SOLE 14400 0 0
CIRCUIT CITY STORE INC CIRCT CITY GRP 172737108 10627 212800 SH SOLE 212800 0 0
CISCO SYS INC COM 17275R102 57400 618450 SH SOLE 618450 0 0
CIRRUS LOGIC CORP COM 172755100 2944 300000 SH SOLE 300000 0 0
CINTAS CORP COM 172908105 6163 87500 SH SOLE 87500 0 0
CIRCUS CIRCUS ENTERPRISES INC COM 172909103 3394 300000 SH SOLE 300000 0 0
CITIGROUP INC COM 172967101 10303 207350 SH SOLE 207350 0 0
CITRIX SYS INC COM 177376100 19412 200000 SH SOLE 200000 0 0
COASTAL CORP COM 190441105 1149 32700 SH SOLE 32700 0 0
COCA COLA CO COM 191216100 31711 473300 SH SOLE 473300 0 0
COCENSYS INC COM 191263102 125 400000 SH SOLE 400000 0 0
COLE KENNETH PRODTNS INC CL A 193294105 9375 500000 SH SOLE 500000 0 0
COLLATERAL THERAPEUTICS COM 193921103 5831 833000 SH SOLE 833000 0 0
COLLABORATIVE CLINICAL RESH COM 194190104 1480 370000 SH SOLE 370000 0 0
COLUMBIA ENERGY GROUP COM 197648108 9603 166283 SH SOLE 166283 0 0
COLUMBIA/HCA HEALTHCARE CORP COM 197677107 3886 157000 SH SOLE 157000 0 0
COMAIR HOLDINGS INC COM 199789108 3375 100000 SH SOLE 100000 0 0
COMCAST CORP CL A SPL 200300200 16962 289016 SH SOLE 289016 0 0
COMERICA INC COM 200340107 20974 307600 SH SOLE 307600 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
COMMSCOPE INC COM 203372107 16275 968053 SH SOLE 968053 0 0
COMPASS BANCSHARES INC COM 20449H109 13779 362000 SH SOLE 362000 0 0
COMPAQ COMPUTER CORP COM 204493100 5628 134000 SH SOLE 134000 0 0
COMPUTER ASSOC INTL INC COM 204912109 2604 61100 SH SOLE 61100 0 0
COMPUSA INC COM 204932107 135 10300 SH SOLE 10300 0 0
COMPUTER SCIENCES CORP COM 205363104 21164 329400 SH SOLE 329400 0 0
COMPUWARE CORP COM 205638109 133969 1714800 SH SOLE 1714800 0 0
COMVERSE TECHNOLOGY INC COM PAR $0.10 205862402 2840 40000 SH SOLE 40000 0 0
CONCORD EFS INC COM 206197105 8475 200000 SH SOLE 200000 0 0
CONECTIV INC COM 206829103 3062 125000 SH SOLE 125000 0 0
CONNETICS CORP COM 208192104 4083 695000 SH SOLE 695000 0 0
CONOCO INC CL A 208251306 23010 1108900 SH SOLE 1108900 0 0
CONSECO INC COM 208464107 2359 77339 SH SOLE 77339 0 0
CONSOLIDATED EDISON INC COM 209115104 22884 432800 SH SOLE 432800 0 0
CONSOLIDATED NAT GAS CO COM 209615103 1118 20700 SH SOLE 20700 0 0
CONSOLIDATED PAPERS INC COM 209759109 9762 355000 SH SOLE 355000 0 0
CONTROL DEVICES INC COM 21238C103 7067 441665 SH SOLE 441665 0 0
COOPER INDS INC COM 216669101 1073 22500 SH SOLE 22500 0 0
COPART INC COM 217204106 24314 751000 SH SOLE 751000 0 0
COR THERAPEUTICS INC COM 217753102 23630 1783400 SH SOLE 1783400 0 0
CORDIANT COMMS GRP PLC SPONSD ADR NEW 218514206 45428 4378626 SH SOLE 4378626 0 0
CORRECTIONS CORP AMER COM 220256101 14100 800000 SH SOLE 800000 0 0
COSTCO COMPANIES INC COM 22160Q102 2007 27800 SH SOLE 27800 0 0
COUNTRYWIDE CR INDS INC DEL COM 222372104 9531 189900 SH SOLE 189900 0 0
COVANCE INC COM 222816100 2039 70000 SH SOLE 70000 0 0
COX COMMUNICATIONS INC NEW CL A 224044107 12097 175000 SH SOLE 175000 0 0
CRACKER BARREL OLD CTRY STR COM 224100107 8043 345000 SH SOLE 345000 0 0
CREDENCE SYS CORP COM 225302108 2775 150000 SH SOLE 150000 0 0
CRESTAR FINL CORP COM 226091106 17539 243600 SH SOLE 243600 0 0
CROMPTON & KNOWLES CORP COM 227111101 29515 1413900 SH SOLE 1413900 0 0
CROWN CORK & SEAL INC COM 228255105 921 29900 SH SOLE 29900 0 0
CUBIST PHARMACEUTICALS INC COM 229678107 191 50000 SH SOLE 50000 0 0
CURAGEN CORP COM 23126R101 883 125000 SH SOLE 125000 0 0
CYBERONICS INC COM 23251P102 3982 295000 SH SOLE 295000 0 0
CYPRUS AMAX MINERALS CO COM 232809103 2000 200000 SH SOLE 200000 0 0
CYTEL CORP COM NEW 23282E308 779 346427 SH SOLE 346427 0 0
CYTOGEN CORP COM 232824102 4611 5462834 SH SOLE 5462834 0 0
DT INDUSTRIES INC COM 23333J108 3937 250000 SH SOLE 250000 0 0
DTE ENERGY CO COM 233331107 2743 63700 SH SOLE 63700 0 0
DALLAS SEMICONDUCTOR CORP COM 235204104 2037 50000 SH SOLE 50000 0 0
DAMES & MOORE GROUP INC COM 235713104 15581 1210200 SH SOLE 1210200 0 0
DANA CORP COM 235811106 25759 630200 SH SOLE 630200 0 0
DATUM INC COM 238208102 2734 416600 SH SOLE 416600 0 0
DAYTON HUDSON CORP COM 239753106 4350 80180 SH SOLE 80180 0 0
DE BEERS CONS MINES LTD ADR DEFD 240253302 3430 269000 SH SOLE 269000 0 0
DEERE & CO COM 244199105 924 28100 SH SOLE 28100 0 0
DELL COMPUTER CORP COM 247025109 5262 71900 SH SOLE 71900 0 0
DELTA AIR LINES INC DEL COM 247361108 15761 303100 SH SOLE 303100 0 0
DENTSPLY INTL INC NEW COM 249030107 12072 468800 SH SOLE 468800 0 0
DIACRIN INC COM 25243N103 3770 635000 SH SOLE 635000 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
DIACRIN INC WT EXP 123100 25243N111 325 650000 SH SOLE 650000 0 0
DIAMETRICS MED INC COM 252532106 6981 1413800 SH SOLE 1413800 0 0
DIAMOND HOME SVCS INC COM 252648100 1624 433050 SH SOLE 433050 0 0
DIAMOND OFFSHORE DRILLING INC COM 25271C102 3373 142400 SH SOLE 142400 0 0
DIAMOND MULTIMEDIA SYS INC COM 252714100 2818 442000 SH SOLE 442000 0 0
DIGITAL MICROWAVE CORP COM 253859102 31302 4573640 SH SOLE 4573640 0 0
DILLARDS INC CL A 254067101 942 33188 SH SOLE 33188 0 0
DIME BANCORP INC NEW COM 25429Q102 9878 376300 SH SOLE 376300 0 0
DISNEY WALT CO COM 254687106 38829 1294300 SH SOLE 1294300 0 0
DOLE FOOD INC COM 256605106 1050 35000 SH SOLE 35000 0 0
DOMINION RES INC VA COM 257470104 11935 255284 SH SOLE 255284 0 0
DONALDSON LUFKIN & JENRETTE NW COM 257661108 1033 25200 SH SOLE 25200 0 0
DONNELLEY R R & SONS CO COM 257867101 876 20000 SH SOLE 20000 0 0
DOVER CORP COM 260003108 5772 157600 SH SOLE 157600 0 0
DOW CHEM CO COM 260543103 3274 36000 SH SOLE 36000 0 0
DOW JONES & CO INC COM 260561105 428 8900 SH SOLE 8900 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 43050 811300 SH SOLE 811300 0 0
DUKE REALTY INVT INC COM NEW 264411505 6975 300000 SH SOLE 300000 0 0
DUN & BRADSTREET CORP DEL COM 26483B106 6186 196000 SH SOLE 196000 0 0
DURA AUTOMOTIVE SYSTEMS CORP CL A 265903104 7234 212000 SH SOLE 212000 0 0
DYNAMIC HEALTHCARE TECHNOLOGS COM 267927101 1162 1550000 SH SOLE 1550000 0 0
E M C CORP MASS COM 268648102 47232 555676 SH SOLE 555676 0 0
ENSCO INTL INC COM 26874Q100 161 15100 SH SOLE 15100 0 0
ESS TECHNOLOGY INC COM 269151106 11325 2265000 SH SOLE 2265000 0 0
ETEC SYS INC COM 26922C103 2000 50000 SH SOLE 50000 0 0
EARTHSHELL CORP COM 27032B100 3627 303800 SH SOLE 303800 0 0
EASTERN ENTERPRISES COM 27637F100 1969 45000 SH SOLE 45000 0 0
EASTMAN CHEM CO COM 277432100 510 11400 SH SOLE 11400 0 0
EASTMAN KODAK CO COM 277461109 3434 47700 SH SOLE 47700 0 0
EATON CORP COM 278058102 15184 214800 SH SOLE 214800 0 0
ECLIPSE SURGICAL TECHNOLOGIES COM 278849104 1414 193334 SH SOLE 193334 0 0
ECOLAB INC COM 278865100 16284 450000 SH SOLE 450000 0 0
EDISON INTL COM 281020107 1023 36700 SH SOLE 36700 0 0
J D EDWARDS & CO COM 281667105 2837 100000 SH SOLE 100000 0 0
EDWARDS AG INC COM 281760108 29420 789800 SH SOLE 789800 0 0
EL PASO ENERGY CORP DEL COM 283905107 3718 106800 SH SOLE 106800 0 0
ELAN PLC ADR 284131208 13987 200000 SH SOLE 200000 0 0
ELECTROGLAS INC COM 285324109 22824 1942500 SH SOLE 1942500 0 0
ELECTRONIC ARTS INC COM 285512109 247 4400 SH SOLE 4400 0 0
ELECTRONIC DATA SYS NEW COM 285661104 939 18700 SH SOLE 18700 0 0
EMERSON ELEC CO COM 291011104 30704 507500 SH SOLE 507500 0 0
ENCAD INC COM 292503109 1087 300000 SH SOLE 300000 0 0
ENGELHARD CORP COM 292845104 26165 1341800 SH SOLE 1341800 0 0
ENDOCARDIAL SOLUTIONS INC COM 292962107 2000 200000 SH SOLE 200000 0 0
ENHANCE FINL SVCS GROUP INC COM 293310108 3000 100000 SH SOLE 100000 0 0
ENRON CORP COM 293561106 1797 31500 SH SOLE 31500 0 0
ENRON OIL & GAS CO COM 293562104 7419 430100 SH SOLE 430100 0 0
ENTERGY CORP NEW COM 29364G103 5484 176200 SH SOLE 176200 0 0
ENZON INC COM 293904108 26212 1969000 SH SOLE 1969000 0 0
ENVIRONMENTAL ELEMENTS CORP COM 293940102 2355 598200 SH SOLE 598200 0 0
<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
EQUIFAX INC COM 294429105 17258 504800 SH SOLE 504800 0 0
EQUITABLE COS INC COM 29444G107 2599 44900 SH SOLE 44900 0 0
ERICSSON L M TEL CO ADR CL B SEK10 294821400 14877 621500 SH SOLE 621500 0 0
EVANS & SUTHERLAND COMPUTER CP COM 299096107 13747 780000 SH SOLE 780000 0 0
EXABYTE CORP COM 300615101 4222 767600 SH SOLE 767600 0 0
EXCITE INC COM 300904109 4210 100100 SH SOLE 100100 0 0
EXIDE CORP COM 302051107 59532 3663500 SH SOLE 3663500 0 0
EXOGEN INC COM 302092101 2616 909800 SH SOLE 909800 0 0
EXXON CORP COM 302290101 65087 890083 SH SOLE 890083 0 0
FPL GROUP INC COM 302571104 210 3400 SH SOLE 3400 0 0
FSI INTL INC COM 302633102 26042 2510100 SH SOLE 2510100 0 0
FTI CONSULTING INC COM 302941109 1056 313000 SH SOLE 313000 0 0
FAMILY DLR STORES INC COM 307000109 17983 817400 SH SOLE 817400 0 0
FAROUDJA INC COM 311643100 937 300000 SH SOLE 300000 0 0
FASTENAL CO COM 311900104 7506 170600 SH SOLE 170600 0 0
FDX CORP COM 31304N107 20067 225000 SH SOLE 225000 0 0
FEDERAL HOME LN MTG CORP COM 313400301 4279 66400 SH SOLE 66400 0 0
FEDERAL NATL MTG ASSN COM 313586109 62130 839600 SH SOLE 839600 0 0
FEDERATED DEPT STORES INC DEL COM 31410H101 1163 26700 SH SOLE 26700 0 0
FEMALE HEALTH CO COM 314462102 913 635000 SH SOLE 635000 0 0
FIFTH THIRD BANCORP COM 316773100 706 9900 SH SOLE 9900 0 0
FINANCIAL SEC ASSURN HLDGS LTD COM 31769P100 2864 52800 SH SOLE 52800 0 0
FINISH LINE INC CL A 317923100 4800 600000 SH SOLE 600000 0 0
FINOVA GROUP INC COM 317928109 21775 403700 SH SOLE 403700 0 0
FIRST AMER CORP TENN COM 318900107 564 12700 SH SOLE 12700 0 0
FIRST DATA CORP COM 319963104 1176 36900 SH SOLE 36900 0 0
FIRST HEALTH GROUP CORP COM 320960107 4141 250000 SH SOLE 250000 0 0
FIRST NORTHN CAP CORP COM 335832101 3876 333400 SH SOLE 333400 0 0
FIRST SEC CORP DEL COM 336294103 21037 900000 SH SOLE 900000 0 0
FIRST TENN NATL CORP COM 337162101 14235 374000 SH SOLE 374000 0 0
FIRST UN CORP COM 337358105 6695 110100 SH SOLE 110100 0 0
FIRSTAR CORP NEW WIS COM 33763V109 1674 18000 SH SOLE 18000 0 0
FISERV INC COM 337738108 34334 667499 SH SOLE 667499 0 0
FIRSTENERGY CORP COM 337932107 1501 46100 SH SOLE 46100 0 0
FLORIDA PROGRESS CORP COM 341109106 9411 210000 SH SOLE 210000 0 0
FLOWERS INDS INC COM 343496105 2633 110000 SH SOLE 110000 0 0
FLUOR CORP COM 343861100 18016 423900 SH SOLE 423900 0 0
FOAMEX INTL INC COM 344123104 6373 515000 SH SOLE 515000 0 0
FOOD LION INC CL B 344775101 5021 499000 SH SOLE 499000 0 0
FOOD LION INC CL A 344775200 13357 1257100 SH SOLE 1257100 0 0
FORD MTR CO DEL COM 345370100 11966 203900 SH SOLE 203900 0 0
FORE SYSTEMS INC COM 345449102 16481 900000 SH SOLE 900000 0 0
FOREST LABS INC CL A 345838106 2553 48000 SH SOLE 48000 0 0
FORT JAMES CORP COM 347471104 319194 7979850 SH SOLE 7979850 0 0
FORTUNE BRANDS INC COM 349631101 882 27900 SH SOLE 27900 0 0
FOUNDATION HEALTH SYS INC COM 350404109 1187 100000 SH SOLE 100000 0 0
FOX ENTMT GROUP INC CL A 35138T107 8819 351000 SH SOLE 351000 0 0
FRANKLIN RES INC COM 354613101 928 29000 SH SOLE 29000 0 0
FREEDOM SECS CORP COM 35644K103 1472 97300 SH SOLE 97300 0 0
FREEPORT-MCMORAN COPPER & GOLD CL A 35671D105 122 12600 SH SOLE 12600 0 0
<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
FRITZ COS INC COM 358846103 21293 1969300 SH SOLE 1969300 0 0
FRONTIER CORPORATION COM 35906P105 14161 416500 SH SOLE 416500 0 0
FUSION MED TECHNOLOGIES INC COM 361128101 2740 476600 SH SOLE 476600 0 0
GATX CORP COM 361448103 2272 60000 SH SOLE 60000 0 0
GPU INC COM 36225X100 15775 357000 SH SOLE 357000 0 0
GTE CORP COM 362320103 14162 217877 SH SOLE 217877 0 0
GANNETT INC COM 364730101 2425 37600 SH SOLE 37600 0 0
GAP INC DEL COM 364760108 9965 177550 SH SOLE 177550 0 0
GASONICS INTL CORP COM 367278108 9701 1108700 SH SOLE 1108700 0 0
GATEWAY 2000 INC COM 367833100 6485 126700 SH SOLE 126700 0 0
GENEMEDICINE INC COM 368707105 2209 930000 SH SOLE 930000 0 0
GENERAL DATACOMM INDS INC COM 369487103 4371 1890000 SH SOLE 1890000 0 0
GENERAL DYNAMICS CORP COM 369550108 3959 67100 SH SOLE 67100 0 0
GENERAL ELEC CO COM 369604103 82385 807700 SH SOLE 807700 0 0
GENERAL INSTR CORP DEL COM 370120107 18900 556900 SH SOLE 556900 0 0
GENERAL MLS INC COM 370334104 1065 13700 SH SOLE 13700 0 0
GENERAL MTRS CORP COM 370442105 10802 150951 SH SOLE 150951 0 0
GENERAL MTRS CORP CL H NEW 370442832 1115 28100 SH SOLE 28100 0 0
GENERAL NUTRITION COS INC COM 37047F103 3148 193700 SH SOLE 193700 0 0
GENERAL SCANNING INC COM 370737108 1936 319400 SH SOLE 319400 0 0
GENERAL SEMICONDUCTOR INC COM 370787103 24062 2938900 SH SOLE 2938900 0 0
GENSIA SICOR INC COM 372450106 15288 3374117 SH SOLE 3374117 0 0
GENUINE PARTS CO COM 372460105 1644 49152 SH SOLE 49152 0 0
GENZYME CORP COM GENL DIV 372917104 22785 458000 SH SOLE 458000 0 0
GENZYME CORP COM-TISSUE REP 372917401 4842 2152148 SH SOLE 2152148 0 0
GENZYME CORP COM-MOLECULAR 372917500 281 86442 SH SOLE 86442 0 0
GEORGIA PAC CORP COM GA PAC GRP 373298108 1946 33231 SH SOLE 33231 0 0
GILLETTE CO COM 375766102 38867 812900 SH SOLE 812900 0 0
GLENAYRE TECHNOLOGIES INC COM 377899109 36277 8175000 SH SOLE 8175000 0 0
GLIATECH INC COM 37929C103 22062 735400 SH SOLE 735400 0 0
GLOBAL MARINE INC COM 379352404 2839 315500 SH SOLE 315500 0 0
GLOBECOMM SYSTEMS INC COM 37956X103 3118 542200 SH SOLE 542200 0 0
GOLDEN WEST FINL CORP DEL COM 381317106 14167 154513 SH SOLE 154513 0 0
GOODRICH B F CO COM 382388106 2511 70000 SH SOLE 70000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 1538 30500 SH SOLE 30500 0 0
GOODYS FAMILY CLOTHING INC COM 382588101 4363 435000 SH SOLE 435000 0 0
GRACO INC COM 384109104 11062 375000 SH SOLE 375000 0 0
GRAINGER W W INC COM 384802104 797 19148 SH SOLE 19148 0 0
GREAT LAKES CHEM CORP COM 390568103 536 13400 SH SOLE 13400 0 0
GREENPOINT FINL CORP COM 395384100 10235 291400 SH SOLE 291400 0 0
GRUPO TELEVISA SA DE CV SPN ADR REPORD 40049J206 3024 122500 SH SOLE 122500 0 0
GUIDANT CORP COM 401698105 11000 100000 SH SOLE 100000 0 0
GULFSTREAM AEROSPACE CORP COM 402734107 2130 40000 SH SOLE 40000 0 0
HCIA INC COM 403908106 1679 395100 SH SOLE 395100 0 0
HMT TECHNOLOGY CORP COM 403917107 16560 1292500 SH SOLE 1292500 0 0
HBO & CO COM 404100109 2401 83700 SH SOLE 83700 0 0
HCR MANOR CARE INC COM 404134108 2362 80400 SH SOLE 80400 0 0
HMG WORLDWIDE CORP COM 404235103 1526 740000 SH SOLE 740000 0 0
HUBCO INC COM 404382103 2172 72100 SH SOLE 72100 0 0
HADCO CORP COM 404681108 4900 140000 SH SOLE 140000 0 0
<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
HAEMONETICS CORP COM 405024100 54600 2400000 SH SOLE 2400000 0 0
HALLIBURTON CO COM 406216101 43827 1479400 SH SOLE 1479400 0 0
HANDLEMAN CO DEL COM 410252100 23327 1681200 SH SOLE 1681200 0 0
HANNA M A CO COM 410522106 1932 156900 SH SOLE 156900 0 0
HANNAFORD BROS CO COM 410550107 281 5300 SH SOLE 5300 0 0
HARRIS CORP DEL COM 413875105 1441 39345 SH SOLE 39345 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 538 9800 SH SOLE 9800 0 0
HARTFORD LIFE INC CL A 416592103 8155 140000 SH SOLE 140000 0 0
HASBRO INC COM 418056107 1753 48528 SH SOLE 48528 0 0
HEALTHCARE SVCS GRP INC COM 421906108 7049 772500 SH SOLE 772500 0 0
HEALTHSOUTH CORP COM 421924101 1318 85400 SH SOLE 85400 0 0
HEALTH MGMT ASSOC INC NEW CL A 421933102 8198 379100 SH SOLE 379100 0 0
HEINZ H J CO COM 423074103 538 9500 SH SOLE 9500 0 0
HERCULES INC COM 427056106 7494 275000 SH SOLE 275000 0 0
HERSHEY FOODS CORP COM 427866108 10000 160800 SH SOLE 160800 0 0
HESKA CORP COM 42805E108 4983 1123000 SH SOLE 1123000 0 0
HEWLETT PACKARD CO COM 428236103 1243 18200 SH SOLE 18200 0 0
HIBERNIA CORP CL A 428656102 2832 163000 SH SOLE 163000 0 0
HILLENBRAND INDS INC COM 431573104 978 17200 SH SOLE 17200 0 0
HILTON HOTELS CORP COM 432848109 669 35000 SH SOLE 35000 0 0
HOLLINGER INTL INC CL A 435569108 12887 924600 SH SOLE 924600 0 0
HOLLYWOOD PK INC NEW COM 436255103 13391 1611000 SH SOLE 1611000 0 0
HOLOGIC INC COM 436440101 503 41500 SH SOLE 41500 0 0
HOME DEPOT INC COM 437076102 18399 300700 SH SOLE 300700 0 0
HOMEBASE INC COM 43738E108 1275 200000 SH SOLE 200000 0 0
HOMESTAKE MNG CO COM 437614100 3650 400000 SH SOLE 400000 0 0
HONG KONG TELECOMMUNICATIONS SPONSORED ADR 438579203 1866 106247 SH SOLE 106247 0 0
HORACE MANN EDUCATORS CORP NEW COM 440327104 2280 80000 SH SOLE 80000 0 0
HORMEL FOODS CORP COM 440452100 1310 40000 SH SOLE 40000 0 0
HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 16070 666100 SH SOLE 666100 0 0
HOUSEHOLD INTL INC COM 441815107 1367 34500 SH SOLE 34500 0 0
HOUSTON INDS INC COM 442161105 16977 529500 SH SOLE 529500 0 0
HOWMET INTERNATIONAL COM 443208103 6450 400000 SH SOLE 400000 0 0
HUMANA INC COM 444859102 1062 59600 SH SOLE 59600 0 0
HUNTINGTON BANCSHARES INC COM 446150104 8628 287000 SH SOLE 287000 0 0
ICN PHARMACEUTICALS INC NEW COM 448924100 22625 1000000 SH SOLE 1000000 0 0
HYPERION TELECOMMUNICATIONS CL A 44914K306 3781 250000 SH SOLE 250000 0 0
HYSEQ INC COM 449163302 884 168300 SH SOLE 168300 0 0
IBP INC COM 449223106 4369 150000 SH SOLE 150000 0 0
ICC TECHNOLOGIES INC COM NEW 449238203 8336 2020900 SH SOLE 2020900 0 0
ICF KAISER INTL INC COM 449244102 3008 2092200 SH SOLE 2092200 0 0
IFR SYSTEMS INC COM 449507102 6512 1408000 SH SOLE 1408000 0 0
IMS HEALTH INC COM 449934108 22631 300000 SH SOLE 300000 0 0
IRI INTL CORP COM 45004F107 6800 1700000 SH SOLE 1700000 0 0
ITT INDS INC IND COM 450911102 797 20051 SH SOLE 20051 0 0
IDEXX LABS INC COM 45168D104 41476 1541500 SH SOLE 1541500 0 0
IKON OFFICE SOLUTIONS INC COM 451713101 4281 500000 SH SOLE 500000 0 0
ILLINOIS TOOL WKS INC COM 452308109 7807 134600 SH SOLE 134600 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
IN FOCUS SYS INC COM 452919103 4748 535000 SH SOLE 535000 0 0
INCO LTD COM 453258402 3874 371166 SH SOLE 371166 0 0
INDUSTRIAS BACHOCO S A DE C V SPN ADR B&L SH 456463108 6029 588200 SH SOLE 588200 0 0
INGERSOLL RAND CO COM 456866102 24244 513100 SH SOLE 513100 0 0
INFORMATION RES INC COM 456905108 23319 2289000 SH SOLE 2289000 0 0
INKTOMI CORP COM 457277101 6469 50000 SH SOLE 50000 0 0
INPUT/OUTPUT INC COM 457652105 5658 773700 SH SOLE 773700 0 0
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INTEGRATED HEALTH SVCS INC COM 45812C106 8475 600000 SH SOLE 600000 0 0
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INTEL CORP COM 458140100 68838 580609 SH SOLE 580609 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
KENT ELECTRS CORP COM 490553104 12686 995000 SH SOLE 995000 0 0
KENTUCKY ELEC STL INC COM 49127B100 1575 450000 SH SOLE 450000 0 0
KEYCORP NEW COM 493267108 989 30900 SH SOLE 30900 0 0
KEYSPAN ENERGY COM 49337K106 403 13000 SH SOLE 13000 0 0
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KING WORLD PRODTNS INC COM 495667107 1766 60000 SH SOLE 60000 0 0
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LADY LUCK GAMING CORP COM PAR $0.006 505820308 1513 417500 SH SOLE 417500 0 0
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LECROY CORP COM 52324W109 13385 811200 SH SOLE 811200 0 0
LEGGETT & PLATT INC COM 524660107 759 34500 SH SOLE 34500 0 0
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LITTON INDS INC COM 538021106 13820 211600 SH SOLE 211600 0 0
LOCKHEED MARTIN CORP COM 539830109 390 4600 SH SOLE 4600 0 0
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LUCENT TECHNOLOGIES INC COM 549463107 33036 300500 SH SOLE 300500 0 0
LUNAR CORP COM 550362107 6564 691000 SH SOLE 691000 0 0
M & T BK CORP COM 55261F104 259 500 SH SOLE 500 0 0
MBIA INC COM 55262C100 1914 29200 SH SOLE 29200 0 0
MBNA CORP COM 55262L100 3119 125700 SH SOLE 125700 0 0
MCI WORLDCOM INC COM 55268B106 31162 434319 SH SOLE 434319 0 0
MDU RES GROUP INC COM 552690109 2368 90000 SH SOLE 90000 0 0
MEMC ELECTR MATLS INC COM 552715104 30557 3595000 SH SOLE 3595000 0 0
MGC COMMUNICATIONS INC COM 552763302 707 101000 SH SOLE 101000 0 0
MGIC INVT CORP WIS COM 552848103 8834 221900 SH SOLE 221900 0 0
MTS SYS CORP COM 553777103 11313 838000 SH SOLE 838000 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
MAGAININ PHARMACEUTICALS INC COM 559036108 2258 708400 SH SOLE 708400 0 0
MAGNA INTL INC SUB DEB CV 5%0 559222AE4 9180 8000000 SH SOLE 8000000 0 0
MANUGISTICS GROUP INC COM 565011103 4046 323700 SH SOLE 323700 0 0
MARINE DRILLING COS INC COM PAR $0.01 568240204 4159 550000 SH SOLE 550000 0 0
MARSH & MCLENNAN COS INC COM 571748102 1537 26300 SH SOLE 26300 0 0
MARSHALL & ILSLEY CORP COM 571834100 12307 210600 SH SOLE 210600 0 0
MARRIOTT INTL INC NEW CL A 571903202 252 8700 SH SOLE 8700 0 0
MARTEK BIOSCIENCES CORP COM 572901106 10592 1324000 SH SOLE 1324000 0 0
MASCO CORP COM 574599106 17250 600000 SH SOLE 600000 0 0
MATRIA HEALTHCARE INC COM 576817100 3855 1341000 SH SOLE 1341000 0 0
MATRIX PHARMACEUTICAL INC COM 576844104 5421 2065000 SH SOLE 2065000 0 0
MATTEL INC COM 577081102 1384 58884 SH SOLE 58884 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 8737 200000 SH SOLE 200000 0 0
MAY DEPT STORES CO COM 577778103 1703 28200 SH SOLE 28200 0 0
MAYTAG CORP COM 578592107 7887 126700 SH SOLE 126700 0 0
MCCORMICK & CO INC COM NON VTG 579780206 1691 50000 SH SOLE 50000 0 0
MCDONALDS CORP COM 580135101 5085 66200 SH SOLE 66200 0 0
MEAD CORP COM 582834107 43031 1468000 SH SOLE 1468000 0 0
MEDCO RESH INC COM 584059109 25449 978800 SH SOLE 978800 0 0
MEDIMMUNE INC COM 584699102 278 2800 SH SOLE 2800 0 0
MEDITRUST CORP PAIRED CTF NEW 58501T306 7259 483956 SH SOLE 483956 0 0
MEDPARTNERS INC NEW COM 58503X107 4200 800000 SH SOLE 800000 0 0
MEDTRONIC INC COM 585055106 19187 258300 SH SOLE 258300 0 0
MELLON BK CORP COM 585509102 1210 17600 SH SOLE 17600 0 0
MENTOR GRAPHICS CORP COM 587200106 59713 7025000 SH SOLE 7025000 0 0
MERCANTILE BANCORPORATION INC COM 587342106 503 10900 SH SOLE 10900 0 0
MERCANTILE BANKSHARES CORP COM 587405101 7300 189600 SH SOLE 189600 0 0
MERCK & CO INC COM 589331107 58956 399700 SH SOLE 399700 0 0
MERCURY GENL CORP NEW COM 589400100 228 5200 SH SOLE 5200 0 0
MERISTAR HOSPITALITY CORP COM 58984Y103 928 50000 SH SOLE 50000 0 0
MERISTAR HOTELS & RESORTS INC COM 589988104 2285 870600 SH SOLE 870600 0 0
MERRILL LYNCH & CO INC COM 590188108 2677 40100 SH SOLE 40100 0 0
MESA AIR GROUP INC COM 590479101 24922 3190000 SH SOLE 3190000 0 0
METATEC CORP COM 591398102 1901 253500 SH SOLE 253500 0 0
METRA BIOSYSTEMS INC COM 591591102 1310 1310000 SH SOLE 1310000 0 0
METRO GOLDWYN MAYER INC COM 591610100 57097 4329648 SH SOLE 4329648 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 8222 293000 SH SOLE 293000 0 0
METZLER GROUP INC COM 592903108 2434 50000 SH SOLE 50000 0 0
MICROSOFT CORP COM 594918104 80841 582900 SH SOLE 582900 0 0
MICROCIDE PHARMACEUTICALS INC COM 595018102 194 50000 SH SOLE 50000 0 0
MICRODYNE CORP COM 595067109 1747 360600 SH SOLE 360600 0 0
MICRON TECHNOLOGY INC COM 595112103 25281 500000 SH SOLE 500000 0 0
MICROTOUCH SYS INC COM 595145103 7219 550000 SH SOLE 550000 0 0
MICROWAVE PWR DEVICES INC DEL COM 59517M103 3891 375000 SH SOLE 375000 0 0
MIDCOAST ENERGY RES INC COM 59563W104 6678 314270 SH SOLE 314270 0 0
MIDWEST EXPRESS HLDGS INC COM 597911106 2447 93000 SH SOLE 93000 0 0
MIDWAY AIRLS CORP COM 598126100 366 30500 SH SOLE 30500 0 0
MILLENNIUM CHEMICALS INC COM 599903101 1789 90000 SH SOLE 90000 0 0
MILLER INDS INC TENN COM 600551105 7885 1752200 SH SOLE 1752200 0 0
MINNESOTA MNG & MFG CO COM 604059105 3151 44300 SH SOLE 44300 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
MIRAGE RESORTS INC COM 60462E104 3382 226400 SH SOLE 226400 0 0
MISSISSIPPI CHEM CORP COM NEW 605288208 3066 219000 SH SOLE 219000 0 0
MOBIL CORP COM 607059102 52528 602900 SH SOLE 602900 0 0
MODINE MFG CO COM 607828100 4263 117600 SH SOLE 117600 0 0
MODIS PROFESSIONAL SVCS INC COM 607830106 5850 400000 SH SOLE 400000 0 0
MOLECULAR BIOSYSTEMS INC COM 608513107 8560 2913900 SH SOLE 2913900 0 0
MONSANTO CO COM 611662107 39197 825200 SH SOLE 825200 0 0
MONTANA POWER CO COM 612085100 11312 200000 SH SOLE 200000 0 0
MORGAN STANLEY EMERGING MKTS COM 61744G107 5693 700728 SH SOLE 700728 0 0
MORGAN STANLEY DEAN WITTER&CO COM NEW 617446448 6310 88868 SH SOLE 88868 0 0
MOTOROLA INC COM 620076109 33566 549700 SH SOLE 549700 0 0
MULTIGRAPHICS INC COM 625440102 803 267785 SH SOLE 267785 0 0
MYLAN LABS INC COM 628530107 16698 530100 SH SOLE 530100 0 0
NEC CORP ADR 629050204 588 13000 SH SOLE 13000 0 0
NIPSCO INDS INC COM 629140104 12345 405600 SH SOLE 405600 0 0
NN BALL & ROLLER INC COM 629305103 916 155900 SH SOLE 155900 0 0
NPS PHARMACEUTICALS INC COM 62936P103 3470 451400 SH SOLE 451400 0 0
NABISCO HLDGS CORP CL A 629526104 253 6100 SH SOLE 6100 0 0
NABORS INDS INC COM 629568106 1350 100000 SH SOLE 100000 0 0
NANOGEN INC COM 630075109 600 150000 SH SOLE 150000 0 0
NAPRO BIOTHERAPUTICS INC COM 630795102 1504 1069500 SH SOLE 1069500 0 0
NATIONAL CITY CORP COM 635405103 1109 15300 SH SOLE 15300 0 0
NATIONAL COMM BANCORP COM 635449101 5388 286400 SH SOLE 286400 0 0
NATIONAL SEMICONDUCTOR CORP COM 637640103 8277 613100 SH SOLE 613100 0 0
NATIONAL SVC INDS INC COM 637657107 13357 351500 SH SOLE 351500 0 0
NATIONAL TECHTEAM INC COM 638108100 864 132900 SH SOLE 132900 0 0
NEOPROBE CORP COM 640518106 134 186000 SH SOLE 186000 0 0
NEOSE TECHNOLOGIES INC COM 640522108 5559 395300 SH SOLE 395300 0 0
NETWORKS ASSOCS INC COM 640938106 13873 209400 SH SOLE 209400 0 0
NETSCAPE COMMUNICATIONS CORP COM 641149109 12150 200000 SH SOLE 200000 0 0
NETWORK EQUIP TECHNOLOGIES COM 641208103 25414 2479400 SH SOLE 2479400 0 0
NEVADA POWER CO COM 641423108 3120 120000 SH SOLE 120000 0 0
NEW ENGLAND ELEC SYS COM 644001109 395 8200 SH SOLE 8200 0 0
NEW YORK TIMES CO CL A 650111107 989 28500 SH SOLE 28500 0 0
NEWELL CO COM 651192106 62065 1504600 SH SOLE 1504600 0 0
NEWPARK RES INC COM PAR $.01NE 651718504 7834 1150000 SH SOLE 1150000 0 0
NEWS CORP LTD ADR NEW 652487703 2469 93400 SH SOLE 93400 0 0
NEXSTAR PHARMACEUTICALS INC COM 65333B106 26205 2833000 SH SOLE 2833000 0 0
NIAGARA MOHAWK PWR CORP COM 653522102 803 49800 SH SOLE 49800 0 0
NIKE INC CL B 654106103 791 19500 SH SOLE 19500 0 0
NINE WEST GROUP INC COM 65440D102 5914 380000 SH SOLE 380000 0 0
NITINOL MED TECHNOLOGIES INC COM 65476T104 2541 677500 SH SOLE 677500 0 0
NOBLE AFFILIATES INC COM 654894104 1231 50000 SH SOLE 50000 0 0
NOKIA CORP SPONSORED ADR 654902204 20246 168100 SH SOLE 168100 0 0
NOBLE DRILLING CORP COM 655042109 11644 900000 SH SOLE 900000 0 0
NORFOLK SOUTHERN CORP COM 655844108 1004 31700 SH SOLE 31700 0 0
NORRELL CORP GA COM 656301108 2950 200000 SH SOLE 200000 0 0
NORTH FACE INC COM 659317101 2600 200000 SH SOLE 200000 0 0
NORTH FORK BANCORPORATION NY COM 659424105 239 10000 SH SOLE 10000 0 0
NORTHEAST UTILS COM 664397106 200 12500 SH SOLE 12500 0 0
<PAGE> PAGE 16
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
NORTHN STS PWR CO MINN COM 665772109 483 17400 SH SOLE 17400 0 0
NORTHERN TELECOM LTD COM 665815106 1631 32619 SH SOLE 32619 0 0
NORTHERN TR CORP COM 665859104 18536 212300 SH SOLE 212300 0 0
NORTHFIELD LABS INC COM 666135108 1225 99000 SH SOLE 99000 0 0
NORTHLAND CRANBERRIES INC CL A 666499108 26284 2910400 SH SOLE 2910400 0 0
NORTHWEST AIRLS CORP CL A 667280101 7042 275500 SH SOLE 275500 0 0
NOVATEL INC COM 669954109 694 300000 SH SOLE 300000 0 0
NOVELL INC COM 670006105 59756 3296900 SH SOLE 3296900 0 0
NUCOR CORP COM 670346105 13650 315600 SH SOLE 315600 0 0
OEA INC COM 670826106 7324 620000 SH SOLE 620000 0 0
OSI SYSTEMS INC COM 671044105 906 105000 SH SOLE 105000 0 0
OAK TECHNOLOGY INC COM 671802106 3283 938000 SH SOLE 938000 0 0
OBJECT DESIGN INC COM 674416102 99 14961 SH SOLE 14961 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 12369 733000 SH SOLE 733000 0 0
OCCUPATIONAL HEALTH PLUS REHAB COM 674617105 290 74850 SH SOLE 74850 0 0
OCWEN FINL CORP COM 675746101 1231 100000 SH SOLE 100000 0 0
OFFICEMAX INC COM 67622M108 17762 1450000 SH SOLE 1450000 0 0
OFFICE DEPOT INC COM 676220106 16778 452700 SH SOLE 452700 0 0
OLD REP INTL CORP COM 680223104 2698 119900 SH SOLE 119900 0 0
OMNICARE INC COM 681904108 3822 110000 SH SOLE 110000 0 0
OMNICOM GROUP INC COM 681919106 23200 400000 SH SOLE 400000 0 0
OMEGA PROTEIN CORP COM 68210P107 4306 425300 SH SOLE 425300 0 0
OPTA FOOD INGREDIENTS INC COM 68381N105 4160 1040000 SH SOLE 1040000 0 0
ORACLE CORP COM 68389X105 4808 111500 SH SOLE 111500 0 0
ORBITAL SCIENCES CORP COM 685564106 4400 100000 SH SOLE 100000 0 0
ORTEL CORP COM 68749W102 2625 300000 SH SOLE 300000 0 0
OSTEX INTL INC COM 68859Q101 341 839000 SH SOLE 839000 0 0
OUTBACK STEAKHOUSE INC COM 689899102 3389 85000 SH SOLE 85000 0 0
OWENS CORNING COM 69073F103 291 8200 SH SOLE 8200 0 0
OWENS ILL INC COM NEW 690768403 11046 360700 SH SOLE 360700 0 0
P-COM INC COM 693262107 10594 2659200 SH SOLE 2659200 0 0
PECO ENERGY CO COM 693304107 2351 56300 SH SOLE 56300 0 0
PG&E CORP COM 69331C108 3487 110700 SH SOLE 110700 0 0
PMI GROUP INC COM 69344M101 1629 33000 SH SOLE 33000 0 0
PNC BK CORP COM 693475105 1156 21400 SH SOLE 21400 0 0
P P & L RES INC COM 693499105 1681 60300 SH SOLE 60300 0 0
PRT GROUP INC COM 693579104 3915 1305000 SH SOLE 1305000 0 0
PACIFICARE HEALTH SYS DEL CL B 695112201 612 7700 SH SOLE 7700 0 0
PACIFICORP COM 695114108 11043 524300 SH SOLE 524300 0 0
PAGEMART WIRELESS INC CL A 69553J104 834 150000 SH SOLE 150000 0 0
PAINE WEBBER GROUP INC COM 695629105 1278 33100 SH SOLE 33100 0 0
PAIRGAIN TECHNOLOGIES INC COM 695934109 6770 880700 SH SOLE 880700 0 0
PALL CORP COM 696429307 4875 192600 SH SOLE 192600 0 0
PAPA JOHNS INTL INC COM 698813102 2206 50000 SH SOLE 50000 0 0
PARADIGM GEOPHYSICAL LTD ORD 69900J104 1538 300000 SH SOLE 300000 0 0
PARAMETRIC TECHNOLOGY CORP COM 699173100 33743 2076500 SH SOLE 2076500 0 0
PARKER HANNIFIN CORP COM 701094104 393 12000 SH SOLE 12000 0 0
PATHOGENESIS CORP COM 70321E104 1740 30000 SH SOLE 30000 0 0
PAULA FINL DEL COM 703588103 263 28000 SH SOLE 28000 0 0
PAYCHEX INC COM 704326107 15781 306800 SH SOLE 306800 0 0
<PAGE> PAGE 17
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
PEERLESS SYS CORP COM 705536100 7862 925000 SH SOLE 925000 0 0
PENNEY J C INC COM 708160106 909 19400 SH SOLE 19400 0 0
PENTAIR INC COM 709631105 15925 400000 SH SOLE 400000 0 0
PEOPLESOFT INC COM 712713106 6030 318400 SH SOLE 318400 0 0
PEPSICO INC COM 713448108 46454 1136500 SH SOLE 1136500 0 0
PERKIN ELMER CORP COM 714041100 2937 30100 SH SOLE 30100 0 0
PHARMACIA & UPJOHN INC COM 716941109 1370 24200 SH SOLE 24200 0 0
PFIZER INC COM 717081103 52931 423450 SH SOLE 423450 0 0
PHARMACEUTICAL PROD DEV INC COM 717124101 24351 810000 SH SOLE 810000 0 0
PHARMERICA INC COM 717135107 1200 200000 SH SOLE 200000 0 0
PHELPS DODGE CORP COM 717265102 8939 175700 SH SOLE 175700 0 0
PHILIP MORRIS COS INC COM 718154107 18201 340199 SH SOLE 340199 0 0
PHILIPS ELECTRS N V NEW YORK SHS 718337504 1848 27300 SH SOLE 27300 0 0
PHILLIPS PETE CO COM 718507106 3062 71838 SH SOLE 71838 0 0
PICTURETEL CORP COM NEW 720035302 17701 2671900 SH SOLE 2671900 0 0
PIER 1 IMPORTS INC COM 720279108 8719 900000 SH SOLE 900000 0 0
PINNACLE WEST CAP CORP COM 723484101 326 7700 SH SOLE 7700 0 0
PIONEER HI BRED INTL INC COM 723686101 9850 371700 SH SOLE 371700 0 0
PLAINTREE SYS INC COM 72663E106 540 1151500 SH SOLE 1151500 0 0
PLANAR SYS INC COM 726900103 7178 1053600 SH SOLE 1053600 0 0
PLATINUM TECHNOLOGY INC COM 72764T101 2104 110000 SH SOLE 110000 0 0
PLEXUS CORP COM 729132100 7419 219000 SH SOLE 219000 0 0
POHANG IRON & STL LTD SPONSORED ADR 730450103 12909 765000 SH SOLE 765000 0 0
POLICY MGMT SYS CORP COM 731108106 2525 50000 SH SOLE 50000 0 0
PORTUGAL TELECOM S A SPONSORED ADR 737273102 4021 90100 SH SOLE 90100 0 0
POTOMAC ELEC PWR CO COM 737679100 284 10800 SH SOLE 10800 0 0
POWERCERV CORP COM 73931P105 766 408500 SH SOLE 408500 0 0
POWERWAVE TECHNOLOGIES INC COM 739363109 15738 845000 SH SOLE 845000 0 0
PREFERRED NETWORKS INC COM 739905107 437 1400000 SH SOLE 1400000 0 0
PRAXAIR INC COM 74005P104 1847 52400 SH SOLE 52400 0 0
PREMARK INTL INC COM 740459102 6925 200000 SH SOLE 200000 0 0
PREMIERE TECHNOLOGIES INC COM 74058F102 1622 220000 SH SOLE 220000 0 0
PREMISYS COMMUNICATIONS INC COM 740584107 10667 1161000 SH SOLE 1161000 0 0
PRICE T ROWE & ASSOCIATES COM 741477103 4028 117600 SH SOLE 117600 0 0
PRIMEDIA INC COM 74157K101 7107 598500 SH SOLE 598500 0 0
PROCOM TECHNOLOGY INC COM 74270W107 4805 489700 SH SOLE 489700 0 0
PROCTER & GAMBLE CO COM 742718109 41145 450600 SH SOLE 450600 0 0
PROGENICS PHARMACEUTICALS INC COM 743187106 6187 500000 SH SOLE 500000 0 0
PROGRESSIVE CORP OHIO COM 743315103 8469 50000 SH SOLE 50000 0 0
PROVIDIAN FINL CORP COM 74406A102 35989 479850 SH SOLE 479850 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 2552 63800 SH SOLE 63800 0 0
PUGET SOUND ENERGY INC COM 745332106 1812 65000 SH SOLE 65000 0 0
QUAKER OATS CO COM 747402105 29750 500000 SH SOLE 500000 0 0
QUANTUM CORP COM 747906105 12591 592500 SH SOLE 592500 0 0
QUINTILES TRANSNATIONAL CORP COM 748767100 10675 200000 SH SOLE 200000 0 0
QUIXOTE CORP COM 749056107 6231 506100 SH SOLE 506100 0 0
QUORUM HEALTH GROUP INC COM 749084109 19695 1522300 SH SOLE 1522300 0 0
R & B FALCON CORP COM 74912E101 6182 817500 SH SOLE 817500 0 0
RDO EQUIPMENT CO CL A 749413100 5438 725100 SH SOLE 725100 0 0
RJR NABISCO HOLDINGS CORP COM NEW 74960K876 18059 608300 SH SOLE 608300 0 0
<PAGE> PAGE 18
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
RAILTEX INC COM 750766107 12202 1078600 SH SOLE 1078600 0 0
RAINFOREST CAFE INC COM 75086K104 2607 430000 SH SOLE 430000 0 0
RALSTON PURINA CO COM RAL-PUR GP 751277302 900 28000 SH SOLE 28000 0 0
RAYOVAC CORP COM 755081106 53284 1996600 SH SOLE 1996600 0 0
RAYTEL MED CORP COM 755107109 5416 1163239 SH SOLE 1163239 0 0
RAYTHEON CO CL A 755111309 2429 47000 SH SOLE 47000 0 0
RAYTHEON CO CL B 755111408 2029 38100 SH SOLE 38100 0 0
READ-RITE CORP COM 755246105 22939 1551900 SH SOLE 1551900 0 0
REEBOK INTL LTD COM 758110100 3075 206700 SH SOLE 206700 0 0
REGAL BELOIT CORP COM 758750103 9016 392000 SH SOLE 392000 0 0
REINSURANCE GROUP AMER INC COM 759351109 2800 40000 SH SOLE 40000 0 0
RELIASTAR FINL CORP COM 75952U103 8344 180900 SH SOLE 180900 0 0
RELTEC CORP COM 759527104 2884 130000 SH SOLE 130000 0 0
REMEC INC COM 759543101 15660 870000 SH SOLE 870000 0 0
REPUBLIC N Y CORP COM 760719104 9463 207700 SH SOLE 207700 0 0
RESPIRONICS INC COM 761230101 1502 75000 SH SOLE 75000 0 0
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REYNOLDS METALS CO COM 761763101 11033 209400 SH SOLE 209400 0 0
RIBOZYME PHARMACEUTICALS INC COM 762567105 1531 350000 SH SOLE 350000 0 0
RITE AID CORP COM 767754104 42870 861700 SH SOLE 861700 0 0
ROCKWELL INTL CORP NEW COM 773903109 1612 33200 SH SOLE 33200 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 5931 668300 SH SOLE 668300 0 0
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ROHM & HAAS CO COM 775371107 1356 45000 SH SOLE 45000 0 0
ROLLINS TRUCK LEASING CORP COM 775741101 2581 175000 SH SOLE 175000 0 0
ROSLYN BANCORP INC COM 778162107 1720 80000 SH SOLE 80000 0 0
ROYAL DUTCH PETE CO NY REG GLD1.25 780257804 9613 200800 SH SOLE 200800 0 0
RUBBERMAID INC COM 781088109 365 11600 SH SOLE 11600 0 0
SBC COMMUNICATIONS INC COM 78387G103 12497 233048 SH SOLE 233048 0 0
SCI SYS INC COM 783890106 15015 260000 SH SOLE 260000 0 0
SLM HLDG CORP COM 78442A109 12720 265000 SH SOLE 265000 0 0
SLI INC COM 78442T108 5550 200000 SH SOLE 200000 0 0
STB SYS INC COM 784741100 1239 185200 SH SOLE 185200 0 0
S3 INC COM 784849101 30650 4165000 SH SOLE 4165000 0 0
SAATCHI & SAATCHI PLC NEW SPONSORED ADR 785144205 52544 4378626 SH SOLE 4378626 0 0
SAFECO CORP COM 786429100 1614 37591 SH SOLE 37591 0 0
SAFEGUARD SCIENTIFICS INC COM 786449108 1372 50000 SH SOLE 50000 0 0
SAFETY-KLEEN CORP NEW COM NEW 78648R203 21070 1491700 SH SOLE 1491700 0 0
SAFEWAY INC COM NEW 786514208 2955 48500 SH SOLE 48500 0 0
ST PAUL COS INC COM 792860108 1880 53999 SH SOLE 53999 0 0
SAKS INC COM 79377W108 15781 500000 SH SOLE 500000 0 0
SANMINA CORP COM 800907107 8112 129800 SH SOLE 129800 0 0
SARA LEE CORP COM 803111103 1849 65600 SH SOLE 65600 0 0
SCHERING PLOUGH CORP COM 806605101 7033 127300 SH SOLE 127300 0 0
SCHICK TECHNOLOGIES INC COM 806683108 2146 212000 SH SOLE 212000 0 0
SCHOOL SPECIALTY INC COM 807863105 1710 80000 SH SOLE 80000 0 0
SCHULER HOMES INC COM 808188106 10830 1520000 SH SOLE 1520000 0 0
SCHULMAN A INC COM 808194104 6117 269600 SH SOLE 269600 0 0
SCHWAB CHARLES CORP NEW COM 808513105 16856 300000 SH SOLE 300000 0 0
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<PAGE> PAGE 19
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
SCIENTIFIC GAMES HLDGS CORP COM 808747109 21140 1120000 SH SOLE 1120000 0 0
SCIOS INC COM 808905103 15557 1499500 SH SOLE 1499500 0 0
SEAGATE TECHNOLOGY COM 811804103 23541 778200 SH SOLE 778200 0 0
SEAGRAM LTD COM 811850106 8946 235423 SH SOLE 235423 0 0
SEARS ROEBUCK & CO COM 812387108 2078 48900 SH SOLE 48900 0 0
SEMPRA ENERGY COM 816851109 1908 75189 SH SOLE 75189 0 0
SENSORMATIC ELECTRS CORP COM 817265101 35725 5149547 SH SOLE 5149547 0 0
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SERVICE CORP INTL COM 817565104 1347 35400 SH SOLE 35400 0 0
SERVICEMASTER CO COM 81760N109 13237 600000 SH SOLE 600000 0 0
SHAMAN PHARMACEUTICALS INC COM 819319104 2459 1290000 SH SOLE 1290000 0 0
SHERWIN WILLIAMS CO COM 824348106 737 25100 SH SOLE 25100 0 0
SHIVA CORP COM 824851109 1131 200000 SH SOLE 200000 0 0
SIBIA NEUROSCIENCES INC COM 825732100 2291 482300 SH SOLE 482300 0 0
SILICON GAMING INC COM 827054107 447 325000 SH SOLE 325000 0 0
SITEL CORP COM 82980K107 11181 4587000 SH SOLE 4587000 0 0
SMITH INTL INC COM 832110100 3574 141900 SH SOLE 141900 0 0
SMURFIT-STONE CONTAINER CORP COM 832727101 485 30700 SH SOLE 30700 0 0
SODAK GAMING INC COM 833777105 18828 2265000 SH SOLE 2265000 0 0
SOLECTRON CORP COM 834182107 23792 256000 SH SOLE 256000 0 0
SOLUTIA INC COM 834376105 374 16700 SH SOLE 16700 0 0
SOMNUS MED TECHNOLOGIES INC COM 835397100 750 250000 SH SOLE 250000 0 0
SONAT INC COM 835415100 5875 217100 SH SOLE 217100 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 4816 139600 SH SOLE 139600 0 0
SONOSITE INC COM 83568G104 4388 422944 SH SOLE 422944 0 0
SOUTHERN CO COM 842587107 927 31900 SH SOLE 31900 0 0
SOUTHTRUST CORP COM 844730101 22580 611300 SH SOLE 611300 0 0
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SPACEHAB INC COM 846243103 11413 1087000 SH SOLE 1087000 0 0
SPECIAL METALS CORP COM 84741Y103 670 75000 SH SOLE 75000 0 0
SPECTRIAN CORP COM 847608106 7325 568900 SH SOLE 568900 0 0
SPEEDFAM INTL INC COM 847706108 1113 65000 SH SOLE 65000 0 0
SPRINT CORP COM FON GROUP 852061100 3558 42300 SH SOLE 42300 0 0
SPRINT CORP PCS COM SER 1 852061506 334 14450 SH SOLE 14450 0 0
STAGE STORES INC COM 85254C107 2118 225900 SH SOLE 225900 0 0
STAPLES INC COM 855030102 27702 634100 SH SOLE 634100 0 0
STARTER CORP COM 855684106 3365 1252200 SH SOLE 1252200 0 0
STERIS CORP COM 859152100 32845 1155000 SH SOLE 1155000 0 0
STERLING COMM INC COM 859205106 27000 600000 SH SOLE 600000 0 0
STERLING SOFTWARE INC COM 859547101 23680 875000 SH SOLE 875000 0 0
STEWART & STEVENSON SVCS INC COM 860342104 11145 1143100 SH SOLE 1143100 0 0
STEWART ENTERPRISES INC CL A 860370105 1780 80000 SH SOLE 80000 0 0
STMICROELECTRONICS N V COM 861012102 6120 78400 SH SOLE 78400 0 0
STORAGE TECHNOLOGY CORP COM PAR $0.10 862111200 20699 580000 SH SOLE 580000 0 0
STRATTEC SEC CORP COM 863111100 13218 440600 SH SOLE 440600 0 0
STRUCTURAL DYNAMICS RESH CORP COM 863555108 93929 4726000 SH SOLE 4726000 0 0
STRYKER CORP COM 863667101 5738 104200 SH SOLE 104200 0 0
SUCCESSORIES INC COM 864591102 1364 427900 SH SOLE 427900 0 0
SUMMIT BANCORP COM 866005101 11005 251900 SH SOLE 251900 0 0
<PAGE> PAGE 20
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
SUN MICROSYSTEMS INC COM 866810104 3528 41200 SH SOLE 41200 0 0
SUNAMERICA INC COM 866930100 15785 192500 SH SOLE 192500 0 0
SUNCOR ENERGY INC COM 867229106 8245 276000 SH SOLE 276000 0 0
SUNGARD DATA SYS INC COM 867363103 8533 215000 SH SOLE 215000 0 0
SUNRISE MED INC COM 867910101 18026 1449300 SH SOLE 1449300 0 0
SYBRON INTL CORP COM 87114F106 2719 100000 SH SOLE 100000 0 0
SYMBOL TECHNOLOGIES INC COM 871508107 9591 150000 SH SOLE 150000 0 0
SYNAPTIC PHARMACEUTICAL CORP COM 87156R109 6375 425000 SH SOLE 425000 0 0
SYNOPSYS INC COM 871607107 31465 580000 SH SOLE 580000 0 0
SYSTEMS & COMPUTER TECHNOLOGY COM 871873105 1375 100000 SH SOLE 100000 0 0
TB WOODS CORP COM 872226105 3498 290000 SH SOLE 290000 0 0
TCF FINL CORP COM 872275102 9818 405900 SH SOLE 405900 0 0
TCSI CORP COM 87233R106 5633 2690000 SH SOLE 2690000 0 0
TECO ENERGY INC COM 872375100 496 17600 SH SOLE 17600 0 0
TJX COS INC NEW COM 872540109 21579 744100 SH SOLE 744100 0 0
TRC COS INC COM 872625108 3657 664900 SH SOLE 664900 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 5153 363199 SH SOLE 363199 0 0
TALISMAN ENERGY INC COM 87425E103 3150 180000 SH SOLE 180000 0 0
TANDY CORP COM 875382103 5371 130400 SH SOLE 130400 0 0
TARGETED GENETICS CORP COM 87612M108 2182 1662500 SH SOLE 1662500 0 0
TECH DATA CORP COM 878237106 4508 112000 SH SOLE 112000 0 0
TECHNOLOGY SOLUTIONS CO COM 87872T108 5359 500000 SH SOLE 500000 0 0
TEJON RANCH CO DEL COM 879080109 19867 999600 SH SOLE 999600 0 0
TELE COMMUNICATIONS INC NEW COM TCI GRP A 87924V101 4580 82800 SH SOLE 82800 0 0
TELE COMMUNICATIONS INC NEW COM LIB GRP A 87924V507 14233 309000 SH SOLE 309000 0 0
TELE COMMUNICATIONS INC NEW COM TCI VENT A 87924V887 13014 552300 SH SOLE 552300 0 0
TELECOMUNICACOES BRASILEIRAS S SPONSORED ADR 879287308 5270 72500 SH SOLE 72500 0 0
TELEFLEX INC COM 879369106 547 12000 SH SOLE 12000 0 0
TELEFONICA DE ARGENTINA S A SPNSR ADR CL B 879378206 5948 212900 SH SOLE 212900 0 0
TELEFONOS DE MEXICO S A SP ADR REP ORD 879403780 10848 222800 SH SOLE 222800 0 0
TELEGROUP INC COM 879422103 656 500000 SH SOLE 500000 0 0
TELTREND INC COM 87969R106 12278 642000 SH SOLE 642000 0 0
TEMPLE INLAND INC COM 879868107 18021 303825 SH SOLE 303825 0 0
TENET HEALTHCARE CORP COM 88033G100 853 32500 SH SOLE 32500 0 0
TENNECO INC NEW COM 88037E101 800 23500 SH SOLE 23500 0 0
TERADYNE INC COM 880770102 17162 405000 SH SOLE 405000 0 0
TEXACO INC COM 881694103 5403 101936 SH SOLE 101936 0 0
TEXAS INSTRS INC COM 882508104 2766 32300 SH SOLE 32300 0 0
TEXAS UTILS CO COM 882848104 23054 493800 SH SOLE 493800 0 0
THORATEC LABS CORP COM NEW 885175307 11042 1549800 SH SOLE 1549800 0 0
3COM CORP COM 885535104 46130 1029400 SH SOLE 1029400 0 0
TIME WARNER INC COM 887315109 29858 481100 SH SOLE 481100 0 0
TIMES MIRROR CO NEW COM SER A 887364107 734 13100 SH SOLE 13100 0 0
TITAN CORP COM 888266103 5520 1003700 SH SOLE 1003700 0 0
TITAN INTL INC ILL COM 88830M102 4918 517700 SH SOLE 517700 0 0
TORCHMARK CORP COM 891027104 1616 45752 SH SOLE 45752 0 0
TOSCO CORP COM NEW 891490302 463 17900 SH SOLE 17900 0 0
TOYS R US INC COM 892335100 7150 422167 SH SOLE 422167 0 0
TRANSAMERICA CORP COM 893485102 1919 16618 SH SOLE 16618 0 0
TRANSPORTACION MARITIMA MEXICA ADR SER L SH 893868208 5040 937600 SH SOLE 937600 0 0
<PAGE> PAGE 21
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
TRANSPORTACION MARITIMA MEXICA SPONS ADR A SH 893868307 1501 333600 SH SOLE 333600 0 0
TRANSPRO INC COM 893885103 3127 641400 SH SOLE 641400 0 0
TRIDENT MICROSYSTEMS INC COM 895919108 1064 258000 SH SOLE 258000 0 0
TRIBUNE CO NEW COM 896047107 1096 16600 SH SOLE 16600 0 0
TRICO MARINE SERVICES INC COM 896106101 1860 381600 SH SOLE 381600 0 0
TRIPOS INC COM 896928108 2313 303334 SH SOLE 303334 0 0
TUBOSCOPE INC COM 898600101 3285 404300 SH SOLE 404300 0 0
TWINLAB CORP COM 901774109 4768 363300 SH SOLE 363300 0 0
TYCO INTL LTD NEW COM 902124106 23974 317800 SH SOLE 317800 0 0
UAL CORP COM PAR $0.01 902549500 1289 21600 SH SOLE 21600 0 0
USX MARATHON GROUP COM NEW 902905827 21220 704400 SH SOLE 704400 0 0
US BANCORP DEL COM 902973106 3383 95300 SH SOLE 95300 0 0
UNUM CORP COM 903192102 15417 264100 SH SOLE 264100 0 0
USX-U S STL COM 90337T101 4600 200000 SH SOLE 200000 0 0
ULTRALIFE BATTERIES INC COM 903899102 5587 1077000 SH SOLE 1077000 0 0
ULTRAMAR DIAMOND SHAMROCK CORP COM 904000106 2182 90000 SH SOLE 90000 0 0
ULTRATECH STEPPER INC COM 904034105 10800 675000 SH SOLE 675000 0 0
UNICAPITAL CORP NEW COM 90459D108 16057 2177200 SH SOLE 2177200 0 0
UNIFI INC COM 904677101 9910 506600 SH SOLE 506600 0 0
UNILEVER N V NEW YORK SHS 904784501 5432 65500 SH SOLE 65500 0 0
UNICOM CORP COM 904911104 2125 55100 SH SOLE 55100 0 0
UNION CAMP CORP COM 905530101 524 7800 SH SOLE 7800 0 0
UNION CARBIDE CORP COM 905581104 10458 246063 SH SOLE 246063 0 0
UNION PAC CORP COM 907818108 964 21400 SH SOLE 21400 0 0
UNION PAC RES GROUP INC COM 907834105 1013 111814 SH SOLE 111814 0 0
UNION PLANTERS CORP COM 908068109 417 9200 SH SOLE 9200 0 0
UNIONBANCAL CORP COM 908906100 2187 64200 SH SOLE 64200 0 0
UNIPHASE CORP COM 909149106 2081 30000 SH SOLE 30000 0 0
UNISYS CORP COM 909214108 65858 1912400 SH SOLE 1912400 0 0
UNITED AUTO GROUP INC COM 909440109 3151 343000 SH SOLE 343000 0 0
UNITED HEALTHCARE CORP COM 910581107 1537 35700 SH SOLE 35700 0 0
UNITED PANAM FINANCIAL CP COM 911301109 251 60000 SH SOLE 60000 0 0
U S BIOSCIENCE INC COM PAR $0.01 911646206 14380 2000750 SH SOLE 2000750 0 0
UNITED STATES CELLULAR CORP COM 911684108 1497 39400 SH SOLE 39400 0 0
UNITED STATES FILTER CORP NEW COM NEW 911843209 1944 85000 SH SOLE 85000 0 0
U S WEST INC NEW COM 91273H101 5551 85900 SH SOLE 85900 0 0
UNITED TECHNOLOGIES CORP COM 913017109 1990 18300 SH SOLE 18300 0 0
UNIVERSAL STAINLESS & ALLOY COM 913837100 1890 252000 SH SOLE 252000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 2075 40000 SH SOLE 40000 0 0
UNOCAL CORP COM 915289102 2745 94035 SH SOLE 94035 0 0
UROLOGIX INC COM 917273104 1029 244000 SH SOLE 244000 0 0
UROMED CORP COM NEW 917274300 383 266199 SH SOLE 266199 0 0
USWEB CORP COM 917327108 4747 180000 SH SOLE 180000 0 0
VI TECHNOLOGIES INC COM 917920100 1556 150000 SH SOLE 150000 0 0
V F CORP COM 918204108 11719 250000 SH SOLE 250000 0 0
VWR SCIENTIFIC PRODS CORP COM 918435108 1737 100000 SH SOLE 100000 0 0
VAIL RESORTS INC COM 91879Q109 8800 400000 SH SOLE 400000 0 0
VALLEY NATL BANCORP COM 919794107 2466 87500 SH SOLE 87500 0 0
VASTAR RES INC COM 922380100 233 5400 SH SOLE 5400 0 0
VIAD CORP COM 92552R109 7254 238800 SH SOLE 238800 0 0
<PAGE> PAGE 22
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
VIACOM INC CL B 925524308 3336 45079 SH SOLE 45079 0 0
VICAL INC COM 925602104 20339 1433600 SH SOLE 1433600 0 0
VIDEONICS INC COM 92657Q105 334 535000 SH SOLE 535000 0 0
VIDEOSERVER INC COM 926918103 24968 1358800 SH SOLE 1358800 0 0
VISTA MED TECHNOLOGIES INC COM 928369107 1924 655000 SH SOLE 655000 0 0
VITESSE SEMICONDUCTOR CORP COM 928497106 15969 350000 SH SOLE 350000 0 0
VULCAN MATLS CO COM 929160109 737 5600 SH SOLE 5600 0 0
WICOR INC COM 929253102 2181 100000 SH SOLE 100000 0 0
WABASH NATL CORP COM 929566107 15884 782000 SH SOLE 782000 0 0
WAL MART STORES INC COM 931142103 42918 527000 SH SOLE 527000 0 0
WALGREEN CO COM 931422109 30101 514000 SH SOLE 514000 0 0
WALL DATA INC COM 932045107 21120 880000 SH SOLE 880000 0 0
WANG LABS INC NEW COM 93369N109 64019 2307000 SH SOLE 2307000 0 0
WARNER CHILCOTT PLC SPONSORED ADR 934435207 7256 1075000 SH SOLE 1075000 0 0
WARNER LAMBERT CO COM 934488107 6895 91700 SH SOLE 91700 0 0
WASHINGTON MUT INC COM 939322103 2409 62771 SH SOLE 62771 0 0
WASHINGTON POST CO CL B 939640108 925 1600 SH SOLE 1600 0 0
WASTE MGMT INC DEL COM 94106L109 46452 996300 SH SOLE 996300 0 0
WATERLINK INC COM 94155N105 2717 749500 SH SOLE 749500 0 0
WATERS CORP COM 941848103 4362 50000 SH SOLE 50000 0 0
WATSON PHARMACEUTICALS INC COM 942683103 22119 351800 SH SOLE 351800 0 0
WAUSAU-MOSINEE PAPER CORP COM 943315101 4544 256000 SH SOLE 256000 0 0
WELLMAN INC COM 949702104 1893 185800 SH SOLE 185800 0 0
WELLPOINT HEALTH NETWORK NEW COM 94973H108 2645 30400 SH SOLE 30400 0 0
WELLS FARGO & CO NEW COM 949746101 44770 1121000 SH SOLE 1121000 0 0
WENDYS INTL INC COM 950590109 1309 60000 SH SOLE 60000 0 0
WESCAST INDS INC CL A SUB VTG 950813105 5982 205400 SH SOLE 205400 0 0
WESTERN DIGITAL CORP COM 958102105 3012 200000 SH SOLE 200000 0 0
WESTVACO CORP COM 961548104 11403 425300 SH SOLE 425300 0 0
WEYERHAEUSER CO COM 962166104 20325 400000 SH SOLE 400000 0 0
WHIRLPOOL CORP COM 963320106 1776 32071 SH SOLE 32071 0 0
WHITMAN CORP COM 96647K102 2537 100000 SH SOLE 100000 0 0
WHITNEY HLDG CORP COM 966612103 1500 40000 SH SOLE 40000 0 0
WHOLE FOODS MKT INC COM 966837106 19350 400000 SH SOLE 400000 0 0
WILLIAMS COS INC DEL COM 969457100 9356 300000 SH SOLE 300000 0 0
WILMINGTON TRUST CORP COM 971807102 3211 52100 SH SOLE 52100 0 0
WIND RIVER SYSTEMS INC COM 973149107 4700 100000 SH SOLE 100000 0 0
WINN DIXIE STORES INC COM 974280109 1073 23900 SH SOLE 23900 0 0
WISCONSIN CENT TRANSN CORP COM 976592105 41508 2415000 SH SOLE 2415000 0 0
WISCONSIN ENERGY CORP COM 976657106 415 13200 SH SOLE 13200 0 0
WITCO CORP COM 977385103 3187 200000 SH SOLE 200000 0 0
WORTHINGTON INDS INC COM 981811102 1250 100000 SH SOLE 100000 0 0
XILINX INC COM 983919101 15376 236100 SH SOLE 236100 0 0
XEROX CORP COM 984121103 242 2052 SH SOLE 2052 0 0
YAHOO INC COM 984332106 21324 90000 SH SOLE 90000 0 0
ZIFF-DAVIS INC COM 989511100 13441 850000 SH SOLE 850000 0 0
ZIONS BANCORPORATION COM 989701107 9331 149600 SH SOLE 149600 0 0
REPORT SUMMARY 1047 DATA RECORDS 10679585 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED
</TABLE>
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