UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Quarter Ended: March 31, 2000
Check here if Amendment [ ]; Amendment Number:
This Amendment (check only one.) : [ ] is a restatement
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Ark Asset Management Co. Inc.
Adress: 125 Broad Street
New York, N.Y. 10004
13F File Number: 28-3332
The institutional investment manager filing this report and the
person by whom it is signed hereby represent that the person
signing the report is authorized to sbumit it, that all
information contained herein is true, correct and complete, and
that it is understood that all required items, statements,
schedules, lists and tables, are considered integral parts of
this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Lauri London
Title: General Counsel
Phone: 212-487-5010
Signature, Place, and Date of Signing:
Lauri London New York, N.Y. May 3, 2000
Report Type (Check only one.):
[ ] 13F HOLDINGS REPORT
[ ] 13F NOTICE
[X] 13F COMBINATION REPORT
List of Other Managers Reporting for this Manager: NOT APPLICABLE
I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE
ACT OF 1934.
<PAGE>
FORM 13F SUMMARY PAGE
REPORT SUMMARY:
Number of Other Included Mangers: 1
Form 13F Information Table Entry Total: 279
Form 13F Information Table Value Total: $13,568,911,000
List of Other Included Managers:
NO. 13F FILE NUMBER NAME
02 DIVERSIFIED INVESTMENT ADVISORS
<PAGE>
<TABLE> <C> <C>
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
- ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
24/7 MEDIA INC. COM 901314104 668 16900 SH SOLE 16900 0 0
724 SOLUTIONS INC. COM 81788Q100 84038 675000 SH SOLE 608400 0 66600
ABBOTT LABORATORIES COM 002824100 94324 2680600 SH SOLE 2255700 0 424900
ADTRAN, INC. COM 00738A106 6288 105800 SH SOLE 90300 0 15500
AFFYMETRIX INC. COM 00826T108 52725 355200 SH SOLE 320700 0 34500
AIR PRODUCTS & CHEMICALS INC. COM 009158106 58135 2044300 SH SOLE 1818200 0 226100
ALLSTATE CORP. COM 020002101 64321 2701130 SH SOLE 2399030 0 302100
AMERICA ONLINE, INC. COM 02364J104 3911 58000 SH SOLE 55300 0 2700
AMERICAN EXPRESS CO. COM 025816109 1013 6800 SH SOLE 6200 0 600
AMERICAN INTERNATIONAL GROUP COM 026874107 202490 1849224 SH SOLE 1529274 0 319950
AMERICAN MANAGEMENT SYSTEMS IN COM 027352103 3912 89300 SH SOLE 76200 0 13100
AMGEN INC. COM 031162100 2283 37200 SH SOLE 35900 0 1300
ANADARKO PETROLEUM CORP. COM 032511107 375 9700 SH SOLE 9700 0 0
ANIXTER INTERNATIONAL INC. COM 035290105 11209 402100 SH SOLE 343300 0 58800
ANIXTER INTERNATIONAL INC. COM 035290105 229 8200 SH DEFINED 02 8200 0 0
APPLIED MATERIALS, INC. COM 038222105 1442 15300 SH SOLE 14300 0 1000
ARCHER-DANIELS-MIDLAND CO. COM 039483102 90940 8818436 SH SOLE 7814409 0 1004027
ARK SPECIALTY GROWTH FUND 1 COM 995150737 6651 809051 SH SOLE 0 0 809051
ARVIN INDUSTRIES INC. COM 043339100 744 32900 SH SOLE 28200 0 4700
ASPECT COMMUNICATIONS CORP. COM 04523Q102 37989 1025000 SH SOLE 923900 0 101100
ASTORIA FINANCIAL CORP. COM 046265104 3351 118100 SH SOLE 101000 0 17100
AT HOME CORP. COM 045919107 823 25000 SH SOLE 25000 0 0
ATLANTIC RICHFIELD CO. COM 048825103 16439 193400 SH SOLE 138500 0 54900
AT&T CORP. COM 001957109 313162 5561150 SH SOLE 4661050 0 900100
AT&T CORP.-LIBERTY MEDIA CL A COM 001957208 2894 48800 SH SOLE 48800 0 0
AUTODESK INC. COM 052769106 5815 127800 SH SOLE 109100 0 18700
AVID TECHNOLOGY INC. COM 05367P100 1158 64800 SH SOLE 55300 0 9500
BAKER-HUGHES INC. COM 057224107 529 17500 SH SOLE 17500 0 0
BALLARD POWER SYSTEMS INC. COM 05858H104 46475 550000 SH SOLE 495700 0 54300
BANK OF AMERICA CORP. COM 060505104 166736 3179700 SH SOLE 2634400 0 545300
BANK OF NEW YORK CO., INC. COM 064057102 5175 124500 SH SOLE 123600 0 900
BANK ONE CORP. COM 06423A103 32374 941781 SH SOLE 837681 0 104100
BANK UNITED CORP. COM 065412108 2509 79500 SH SOLE 67900 0 11600
BAUSCH & LOMB INC. COM 071707103 585 11200 SH SOLE 11200 0 0
BAXTER INTERNATIONAL INC. COM 071813109 203596 3247800 SH SOLE 2751200 0 496600
BEA SYSTEMS INC. COM 073325102 62992 1717000 SH SOLE 1549200 0 167800
BELL ATLANTIC CORP. COM 077853109 25423 415916 SH SOLE 309516 0 106400
BELLSOUTH CORP. COM 079860102 151228 3226200 SH SOLE 2691800 0 534400
BESTFOODS COM 08658U101 102632 2192400 SH SOLE 1945200 0 247200
BEVERLY ENTERPRISES INC. COM 087851309 1683 456300 SH SOLE 389900 0 66400
BINDLEY WESTERN INDUSTRIES INC COM 090324104 5315 391900 SH SOLE 334500 0 57400
BRISTOL-MYERS SQUIBB CO. COM 110122108 2094 36100 SH SOLE 33700 0 2400
BROADBASE SOFTWARE INC. COM 11130R100 43863 1100000 SH SOLE 991400 0 108600
BROCADE COMMUNICATIONS SYSTEMS COM 111621108 216645 1208200 SH SOLE 1089900 0 118300
BURLINGTON NORTHERN SANTA FE COM 12189T104 99898 4391100 SH SOLE 3897300 0 493800
BURLINGTON RESOURCES INC. COM 122014103 96529 2608900 SH SOLE 2191900 0 417000
CABLE DESIGN TECHNOLOGIES CORP COM 126924109 7300 215100 SH SOLE 183700 0 31400
CABLEVISION SYSTEMS CORP. COM 12686C109 46917 772300 SH SOLE 557100 0 215200
CALLAWAY GOLF CO. COM 131193104 4893 315700 SH SOLE 269600 0 46100
CBS CORPORATION COM 12490K107 1778 31400 SH SOLE 30400 0 1000
CEC ENTERTAINMENT INC. COM 125137109 4208 155150 SH SOLE 132500 0 22650
CENTEX CORP. COM 152312104 3748 157400 SH SOLE 134500 0 22900
CHAMPION INTERNATIONAL CORP. COM 158525105 36790 690900 SH SOLE 496200 0 194700
CHARTER COMMUNICATIONS INC. (D COM 16117M107 977 68200 SH SOLE 68200 0 0
CHASE MANHATTAN CORP. COM 16161A108 74397 853300 SH SOLE 753100 0 100200
CHEVRON CORP. COM 166751107 178349 1929400 SH SOLE 1651900 0 277500
CHUBB CORP. COM 171232101 154752 2290508 SH SOLE 1907508 0 383000
CIGNA CORP. COM 125509109 114489 1511400 SH SOLE 1354300 0 157100
CISCO SYSTEMS INC. COM 17275R102 86729 1121800 SH SOLE 1017600 0 104200
CITIGROUP INC. COM 172967101 103701 1731950 SH SOLE 1263050 0 468900
CNET NETWORKS INC. COM 12613R104 58291 1150000 SH SOLE 1036700 0 113300
COCA-COLA CO. COM 191216100 1657 35300 SH SOLE 32300 0 3000
COMCAST CORP. SPECIAL CL A COM 200300200 15173 349800 SH SOLE 247100 0 102700
COMERICA, INC. COM 200340107 1160 27700 SH SOLE 27700 0 0
COMPAQ COMPUTER CORP. COM 204493100 266938 9979000 SH SOLE 8483800 0 1495200
COMPUTER SCIENCES CORP. COM 205363104 1535 19400 SH SOLE 19100 0 300
CONAGRA INC. COM 205887102 95492 5268500 SH SOLE 4670900 0 597600
CONOCO INC. CLASS A COM 208251306 215442 8748900 SH SOLE 7424200 0 1324700
CONOCO INC. (CLASS B) COM 208251405 1230 47983 SH SOLE 47183 0 800
CONSOLIDATED EDISON INC. COM 209115104 524 18000 SH SOLE 17500 0 500
COOPER TIRE & RUBBER CO. COM 216831107 3652 290700 SH SOLE 248200 0 42500
CRITICAL PATH INC. COM 22674V100 161500 1900000 SH SOLE 1712500 0 187500
CSX CORP. COM 126408103 52969 2254000 SH SOLE 1993600 0 260400
CYTEC INDUSTRIES, INC. COM 232820100 4248 138700 SH SOLE 118400 0 20300
DANA CORP. COM 235811106 27720 983400 SH SOLE 704500 0 278900
DEERE & CO. COM 244199105 89213 2347700 SH SOLE 2083000 0 264700
DELL COMPUTER CORP. COM 247025109 2260 41900 SH SOLE 38800 0 3100
DELPHI AUTOMOTIVE SYSTEMS COM 247126105 64016 4000978 SH SOLE 3548878 0 452100
DENTSPLY INTERNATIONAL INC. COM 249030107 4296 151400 SH SOLE 129300 0 22100
DEVON ENERGY CORP. COM 25179M103 1646 33899 SH SOLE 33899 0 0
DIGITAL ISLAND INC. COM 25385N101 44180 725000 SH SOLE 653500 0 71500
DOW CHEMICAL CO. COM 260543103 177931 1560800 SH SOLE 1383400 0 177400
DU PONT (E.I.) DE NEMOURS COM 263534109 2493 47100 SH SOLE 45800 0 1300
DUKE ENERGY CO. COM 264399106 27909 531600 SH SOLE 387700 0 143900
DYNEGY INC. CL-A COM 26816Q101 2246 35800 SH SOLE 35800 0 0
EASTMAN CHEMICAL CO. COM 277432100 710 15600 SH SOLE 15600 0 0
EASTMAN KODAK CO. COM 277461109 89990 1656900 SH SOLE 1469500 0 187400
EDWARDS (AG) INC. COM 281760108 4156 103900 SH SOLE 88600 0 15300
ELECTRONIC DATA SYSTEMS CORP. COM 285661104 15957 248600 SH SOLE 175800 0 72800
EMERSON ELECTRIC CO. COM 291011104 120636 2270800 SH SOLE 2012400 0 258400
ENHANCE FINANCIAL SERVICES GRO COM 293310108 3999 283100 SH SOLE 241800 0 41300
ENRON CORP. COM 293561106 57774 771600 SH SOLE 699200 0 72400
EXODUS COMMUNICATIONS INC. COM 302088109 63225 450000 SH SOLE 405600 0 44400
EXXON MOBIL CORP. COM 30231G102 306635 3934373 SH SOLE 3311045 0 623328
FAIRCHILD SEMICONDUCTOR INTL. COM 303726103 145248 3979400 SH SOLE 3592300 0 387100
FEDERAL HOME LOAN MORTGAGE CO. COM 313400301 54837 1241000 SH SOLE 888400 0 352600
FEDERAL NATIONAL MORTGAGE ASSN COM 313586109 74368 1314800 SH SOLE 1164900 0 149900
FEDERATED DEPARTMENT STORES COM 31410H101 175703 4158660 SH SOLE 3472860 0 685800
FIRST UNION CORP. COM 337358105 31365 842000 SH SOLE 745000 0 97000
FIRSTENERGY CORP. COM 337932107 116028 5625600 SH SOLE 4768600 0 857000
FLEETBOSTON FINANCIAL CORP. COM 339030108 105195 2882061 SH SOLE 2238775 0 643286
FLEXTRONICS INTERNATIONAL LTD. COM Y2573F102 111404 1581600 SH SOLE 1428700 0 152900
FORD MOTOR CO. COM 345370100 90377 1967400 SH SOLE 1746700 0 220700
FORT JAMES CORP. COM 347471104 68495 3113400 SH SOLE 2761200 0 352200
FPL GROUP INC. COM 302571104 90462 1963900 SH SOLE 1743000 0 220900
GAP (THE) INC. COM 364760108 837 16800 SH SOLE 15700 0 1100
GEMSTAR INTERNATIONL GROUP LTD COM G3788V106 65850 765700 SH SOLE 691600 0 74100
GENENTECH INC.(NEW) COM 368710406 85530 562700 SH SOLE 508400 0 54300
GENERAL DYNAMICS CORP. COM 369550108 121992 2452100 SH SOLE 1972400 0 479700
GENERAL ELECTRIC CO. COM 369604103 8373 53800 SH SOLE 49800 0 4000
GEORGIA-PACIFIC CORP. COM 373298108 114201 2886600 SH SOLE 2560000 0 326600
GOODYEAR TIRE & RUBBER CO. COM 382550101 529 22700 SH SOLE 22700 0 0
GREENPOINT FINANCIAL CORP. COM 395384100 2806 143000 SH SOLE 122200 0 20800
GTE CORP. COM 362320103 172537 2430100 SH SOLE 2039500 0 390600
GTECH HOLDINGS CORP. COM 400518106 4769 256900 SH SOLE 219400 0 37500
HALLIBURTON COMPANY COM 406216101 23252 565400 SH SOLE 408200 0 157200
HARLEY-DAVIDSON INC. COM 412822108 1016 25600 SH SOLE 25600 0 0
HARRAH'S ENTERTAINMENT, INC. COM 413619107 3506 188900 SH SOLE 161600 0 27300
HARTFORD FINANCIAL SERVICES GR COM 416515104 44368 841100 SH SOLE 595500 0 245600
HCC INSURANCE HOLDINGS INC. COM 404132102 6608 498700 SH SOLE 425800 0 72900
HCC INSURANCE HOLDINGS INC. COM 404132102 135 10200 SH DEFINED 02 10200 0 0
HEINZ (HJ) CO. COM 423074103 90281 2588700 SH SOLE 2293700 0 295000
HELMERICH & PAYNE INC. COM 423452101 4055 130800 SH SOLE 111600 0 19200
HENRY SCHEIN INC. COM 806407102 633 39100 SH SOLE 33300 0 5800
HEWLETT-PACKARD CO. COM 428236103 66122 498800 SH SOLE 357700 0 141100
HOME DEPOT, INC. COM 437076102 3099 48050 SH SOLE 45200 0 2850
HOME OWNERSHIP FDG CORP PREF. COM 437296205 350 450 SH SOLE 450 0 0
HONEYWELL INTERNATIONAL, INC. COM 438516106 896 17000 SH SOLE 16000 0 1000
HOUSEHOLD INTERNATIONAL INC. COM 441815107 113452 3040600 SH SOLE 2402700 0 637900
HUMAN GENOME SCIENCES INC. COM 444903108 45684 550000 SH SOLE 495700 0 54300
HUMANA, INC. COM 444859102 500 68400 SH SOLE 68400 0 0
HYPERION SOLUTIONS CORP. COM 44914M104 4456 137100 SH SOLE 117000 0 20100
IMMUNEX CORP. COM 452528102 1732 27300 SH SOLE 27300 0 0
INFOSPACE.COM INC. COM 45678T102 73228 1007000 SH SOLE 908400 0 98600
INTEL CORP. COM 458140100 75415 571600 SH SOLE 518200 0 53400
INTERNATIONAL BUSINESS MACHINE COM 459200101 121882 1032900 SH SOLE 823100 0 209800
INTERNATIONAL PAPER CO. COM 460146103 166304 3890162 SH SOLE 3282900 0 607262
INTERSIL HOLDING CORP. COM 46069S109 46519 900000 SH SOLE 811200 0 88800
INTERTRUST TECHNOLOGIES CORP. COM 46113Q109 37188 875000 SH SOLE 788700 0 86300
ISS GROUP INC. COM 450306105 401343 3445000 SH SOLE 3105300 0 339700
JACOBS ENGINEERING GROUP INC. COM 469814107 6187 194100 SH SOLE 165900 0 28200
JDS UNIPHASE CORP. COM 46612J101 1531 12700 SH SOLE 12700 0 0
JOHNSON & JOHNSON COM 478160104 68079 969100 SH SOLE 868000 0 101100
JUNIPER NETWORKS INC. COM 48203R104 764 2900 SH SOLE 2900 0 0
KEYCORP COM 493267108 55091 2899500 SH SOLE 2572000 0 327500
KIMBERLY-CLARK CORP. COM 494368103 45377 809400 SH SOLE 581700 0 227700
KROGER CO. COM 501044101 129227 7358100 SH SOLE 6035100 0 1323000
LAM RESEARCH CORP. COM 512807108 148287 3290700 SH SOLE 2970100 0 320600
LEHMAN BROTHERS HOLDINGS INC. COM 524908100 1523 15700 SH SOLE 15700 0 0
LILLY (ELI) & CO. COM 532457108 52148 832700 SH SOLE 745200 0 87500
LITTON INDUSTRIES INC. COM 538021106 4149 93900 SH SOLE 80200 0 13700
LOEWS CORP. COM 540424108 405 8100 SH SOLE 8100 0 0
LORAL SPACE & COMMUNICATIONS COM G56462107 13935 1367900 SH SOLE 976400 0 391500
LUBRIZOL CORP. COM 549271104 3449 119700 SH SOLE 102200 0 17500
LUCENT TECHNOLOGIES INC. COM 549463107 1556 25100 SH SOLE 21300 0 3800
MARCHFIRST INC. COM 566244109 142375 3989500 SH SOLE 3599900 0 389600
MASCO CORP. COM 574599106 100833 4918700 SH SOLE 4371800 0 546900
MAY DEPARTMENT STORES CO. COM 577778103 187203 6568525 SH SOLE 5519775 0 1048750
MCDONALD'S CORP. COM 580135101 71827 1921800 SH SOLE 1714300 0 207500
MCI WORLDCOM INC. COM 55268B106 126442 2790450 SH SOLE 2257000 0 533450
MEAD CORP. COM 582834107 1446 41400 SH SOLE 41400 0 0
MEDIMMUNE INC. COM 584699102 114731 658900 SH SOLE 594900 0 64000
MEDTRONIC INC. COM 585055106 813 15800 SH SOLE 14300 0 1500
MELLON FINANCIAL CORP. COM 58551A108 49275 1656300 SH SOLE 1186300 0 470000
MERRILL LYNCH & CO. INC. COM 590188108 24444 232800 SH SOLE 173800 0 59000
METRO-GOLDWYN-MAYER INC. COM 591610100 1040 40900 SH SOLE 40900 0 0
MICRON TECHNOLOGY, INC. COM 595112103 63050 1000800 SH SOLE 901400 0 99400
MICROSOFT CORP. COM 594918104 11050 104000 SH SOLE 97700 0 6300
MINIMED INC. COM 60365K108 1619 12500 SH SOLE 12500 0 0
MOHAWK INDUSTRIES INC. COM 608190104 5650 252500 SH SOLE 215700 0 36800
MONSANTO CO. COM 611662107 247 4800 SH SOLE 4000 0 800
MORGAN STANLEY DEAN WITTER & C COM 617446448 21738 262300 SH SOLE 193500 0 68800
MOTOROLA, INC. COM 620076109 97188 665672 SH SOLE 600700 0 64972
NABORS INDUSTRIES INC. COM 629568106 4953 127626 SH SOLE 120639 0 6987
NATIONAL SEMICONDUCTOR CORP. COM 637640103 67068 1104000 SH SOLE 998000 0 106000
NCO GROUP INC. COM 628858102 3175 99400 SH SOLE 84900 0 14500
NORFOLK SOUTHERN CORP. COM 655844108 82869 5815400 SH SOLE 5164900 0 650500
NORTEL NETWORKS CORP. COM 656569100 4133 32800 SH SOLE 31100 0 1700
OCCIDENTAL PETROLEUM CORP. COM 674599105 795 38300 SH SOLE 37600 0 700
OLD REPUBLIC INTERNATIONAL COR COM 680223104 3508 255100 SH SOLE 218100 0 37000
OMNICOM GROUP COM 681919106 1395 14900 SH SOLE 14600 0 300
ORACLE SYSTEMS CORP. COM 68389X105 132378 1695800 SH SOLE 1529500 0 166300
ORTHODONTIC CENTERS OF AMERICA COM 68750P103 11079 583100 SH SOLE 497300 0 85800
ORTHODONTIC CENTERS OF AMERICA COM 68750P103 226 11900 SH DEFINED 02 11900 0 0
PACTIV CORPORATION COM 695257105 239 27500 SH SOLE 27500 0 0
PARKER HANNIFIN CORP. COM 701094104 1508 36500 SH SOLE 36500 0 0
PE CORP.-CELERA GENOMICS COM 69332S201 41456 450000 SH SOLE 405600 0 44400
PE CORP.-PE BIOSYSTEMS GROUP COM 69332S102 72269 748900 SH SOLE 677000 0 71900
PECO ENERGY CO. COM 693304107 25536 692500 SH SOLE 495900 0 196600
PENNZOIL-QUAKER ST CO COM 709323109 149 14300 SH SOLE 14300 0 0
PEOPLES HERITAGE FINANCIAL GRO COM 711147108 3431 228700 SH SOLE 195400 0 33300
PEPSI BOTTLING GROUP INC. COM 713409100 80658 4032900 SH SOLE 3570400 0 462500
PEPSICO, INC. COM 713448108 144937 4155900 SH SOLE 3462200 0 693700
PFIZER, INC. COM 717081103 2413 66000 SH SOLE 61300 0 4700
PG&E CORP. COM 69331C108 338 16100 SH SOLE 15300 0 800
PHARMACIA & UPJOHN, INC. COM 716941109 22622 380200 SH SOLE 269600 0 110600
PHILIP MORRIS COMPANIES INC. COM 718154107 1526 72250 SH SOLE 69350 0 2900
PHILLIPS PETROLEUM CO. COM 718507106 44701 966500 SH SOLE 855300 0 111200
PIER 1 IMPORTS INC. COM 720279108 5845 570200 SH SOLE 487200 0 83000
PIER 1 IMPORTS INC. COM 720279108 119 11600 SH DEFINED 02 11600 0 0
PIONEER STANDARD ELECTRONICS I COM 723877106 4350 276200 SH SOLE 235700 0 40500
PITNEY-BOWES, INC. COM 724479100 35665 798100 SH SOLE 566800 0 231300
PMI GROUP INC. COM 69344M101 5538 116750 SH SOLE 99900 0 16850
PNC FINANCIAL SERVICES GROUP COM 693475105 816 18100 SH SOLE 11200 0 6900
PORTAL SOFTWARE INC. COM 736126103 174457 3064000 SH SOLE 2765800 0 298200
PPG INDUSTRIES, INC. COM 693506107 109814 2099200 SH SOLE 1775900 0 323300
PRAXAIR, INC. COM 74005P104 120030 2883600 SH SOLE 2445100 0 438500
PROVIDIAN FINANCIAL CORP. COM 74406A102 1265 14600 SH SOLE 14400 0 200
PUBLIC SERVICE COMPANY OF NEW COM 744499104 3681 233700 SH SOLE 199800 0 33900
PUBLIC SERVICE ENTERPRISE GROU COM 744573106 84194 2842000 SH SOLE 2521200 0 320800
PULTE CORP. COM 745867101 4021 192600 SH SOLE 164600 0 28000
RALCORP HOLDINGS INC. COM 751028101 3200 220700 SH SOLE 188400 0 32300
RALSTON PURINA CO. COM 751277302 36262 1318600 SH SOLE 934500 0 384100
REALNETWORKS INC. COM 75605L104 85406 1500000 SH SOLE 1352100 0 147900
REMEDY CORP. COM 759548100 5805 137800 SH SOLE 117600 0 20200
RENAL CARE GROUP INC. COM 759930100 2804 129300 SH SOLE 110500 0 18800
REXALL SUNDOWN INC. COM 761648104 9058 641300 SH SOLE 547700 0 93600
REXALL SUNDOWN INC. COM 761648104 185 13100 SH DEFINED 02 13100 0 0
REYNOLDS & REYNOLDS CO. CLASS COM 761695105 3348 124000 SH SOLE 105900 0 18100
ROCKWELL INTERNATIONAL CORP. COM 773903109 213 5100 SH SOLE 4700 0 400
ROHM & HAAS CO. COM 775371107 36539 818800 SH SOLE 586000 0 232800
ROLLINS TRUCK LEASING CORP. COM 775741101 2768 328000 SH SOLE 280200 0 47800
ROMAC INTERNATIONAL INC. COM 775835101 791 87300 SH SOLE 74600 0 12700
ROYAL DUTCH PETROLEUM CO. COM 780257804 2815 48700 SH SOLE 46100 0 2600
SBC COMMUNICATIONS INC. COM 78387G103 169304 4019074 SH SOLE 3408874 0 610200
SCHERING-PLOUGH CORP. COM 806605101 3000 80800 SH SOLE 79000 0 1800
SCI SYSTEMS INC. COM 783890106 104044 1935700 SH SOLE 1748200 0 187500
SEACOR SMIT INC. COM 811904101 4124 68300 SH SOLE 58300 0 10000
SEAGATE TECHNOLOGY COM 811804103 32000 512000 SH SOLE 365400 0 146600
SEAGRAM COMPANY, LTD. COM 811850106 303 5100 SH SOLE 4500 0 600
SEARS ROEBUCK AND COMPANY COM 812387108 903 29500 SH SOLE 29000 0 500
SELECTICA INC. COM 816288104 30888 350000 SH SOLE 315500 0 34500
SENSORMATIC ELECTRONICS CORP. COM 817265101 8069 359600 SH SOLE 307000 0 52600
SIERRA PACIFIC RESOURCES CORP. COM 826428104 3286 262880 SH SOLE 224480 0 38400
SILVERSTREAM SOFTWARE INC. COM 827907106 72028 975000 SH SOLE 878800 0 96200
SLI INC. COM 78442T108 9517 559800 SH SOLE 478000 0 81800
SLI INC. COM 78442T108 194 11400 SH DEFINED 02 11400 0 0
SOLUTIA INC COM 834376105 575 43000 SH SOLE 43000 0 0
ST PAUL COS INC. COM 792860108 89681 2628000 SH SOLE 2329800 0 298200
STAPLES INC. COM 855030102 1486 74300 SH SOLE 74300 0 0
SUN MICROSYSTEMS INC. COM 866810104 1040 11100 SH SOLE 9200 0 1900
SYCAMORE NETWORKS INC. COM 871206108 155381 1204500 SH SOLE 1086100 0 118400
TANDY CORP. COM 875382103 1715 33800 SH SOLE 33400 0 400
TECH DATA CORP. COM 878237106 5766 175400 SH SOLE 149800 0 25600
TEMPLE-INLAND INC. COM 879868107 1026 20600 SH SOLE 20600 0 0
TENET HEALTHCARE CORP. COM 88033G100 131022 5696600 SH SOLE 4828100 0 868500
TEXACO INC. COM 881694103 178692 3324500 SH SOLE 2820800 0 503700
TEXAS INSTRUMENTS, INC. COM 882508104 1520 9500 SH SOLE 8500 0 1000
TEXAS UTILITIES CO. COM 882848104 78770 2653300 SH SOLE 2355300 0 298000
TEXTRON, INC. COM 883203101 27942 459000 SH SOLE 330800 0 128200
TIME WARNER, INC. COM 887315109 45160 451600 SH SOLE 324400 0 127200
TJX COMPANIES INC. COM 872540109 50483 2275300 SH SOLE 1644500 0 630800
TORCHMARK CORP. COM 891027104 395 17100 SH SOLE 14100 0 3000
TOSCO CORPORATION COM 891490302 31657 1033700 SH SOLE 915400 0 118300
TOWER AUTOMOTIVE INC. COM 891707101 7252 442900 SH SOLE 378100 0 64800
UNICOM CORP. COM 904911104 27412 751000 SH SOLE 542500 0 208500
UNION PACIFIC CORP. COM 907818108 606 15500 SH SOLE 15100 0 400
UNION PACIFIC RESOURCES COM 907834105 855 58937 SH SOLE 58937 0 0
UNISYS CORP. COM 909214108 55724 2169300 SH SOLE 1924400 0 244900
UNITED TECHNOLOGIES CORP. COM 913017109 51460 814400 SH SOLE 584400 0 230000
UNOCAL CORP. COM 915289102 108225 3637800 SH SOLE 2977800 0 660000
UNUMPROVIDENT CORP. COM 91529Y106 118529 6998000 SH SOLE 5887700 0 1110300
US FREIGHTWAYS CORP. COM 916906100 5436 145200 SH SOLE 124000 0 21200
USX-MARATHON GROUP COM 902905827 143581 5509100 SH SOLE 4613500 0 895600
VALERO ENERGY CORP. COM 91913Y100 3716 121100 SH SOLE 103300 0 17800
VERISIGN INC. COM 92343E102 315490 2110300 SH SOLE 1903100 0 207200
VIANT CORP. COM 92553N107 89613 2675000 SH SOLE 2411000 0 264000
VITRIA TECHNOLOGY INC. COM 92849Q104 50830 1008400 SH SOLE 909800 0 98600
WAL-MART STORES, INC. COM 931142103 7006 124000 SH SOLE 118600 0 5400
WASHINGTON FEDERAL INC. COM 938824109 3107 163000 SH SOLE 139450 0 23550
WASHINGTON GAS LIGHT CO. COM 938837101 3548 130500 SH SOLE 111400 0 19100
WASTE MANAGEMENT INC. COM 94106L109 66067 4826825 SH SOLE 4271500 0 555325
WATERS CORP. COM 941848103 1629 17100 SH SOLE 17100 0 0
WELLS FARGO & CO. COM 949746101 62881 1543100 SH SOLE 1366600 0 176500
WEYERHAEUSER CO. COM 962166104 217 3800 SH SOLE 3500 0 300
WILLIAMS COMPANIES, INC. COM 969457100 36354 827400 SH SOLE 594600 0 232800
WOLVERINE WORLD WIDE INC. COM 978097103 4693 426600 SH SOLE 364400 0 62200
XEROX CORP. COM 984121103 650 25000 SH SOLE 24200 0 800
ZALE CORP. COM 988858106 6658 141100 SH SOLE 120500 0 20600
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