UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended:June 30, 1999
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: Duncan-Hurst Capital Management,Inc.
Address: 4365 Executive Drive, Suite 1520
San Diego, CA 92121
Form 13F File Number: 28-3404
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Michael DeMayo
Title: Vice President, Finance
Phone: (858)597-4800
Signature, Place, and Date of Signing:
/S/ Michael DeMayo San Diego, California August 11, 1999
- ------------------- ----------------------- -----------------
[Signature] [City, State] [Date]
Report Type (Check only one.):
[X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting
manager are reported in this report.)
[ ] 13F NOTICE. (Check here if no holdings reported are in this report, and
all holdings are reported by other reporting manager(s.)
[ ] 13F COMBINATION REPORT. (Check here it a portion of the holdings for this
reporting manager are reported in this report and a portion are reported by
other reporting manager(s).)
<PAGE>
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 380
Form 13F Information Table Value Total: $3,321,238,275
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings
and list entries.]
None
<PAGE>
<TABLE>
<CAPTION>
FORM 13F 6/30/99
REPORTING MANAGER; DUNCAN HURST CAPTL MGMT PAGE 1
- ------------------------------------------------------------------------------------------------------------------------------------
ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8
NAME OF ISSUER TITLE CUSIP FAIR SHARES OR INVESTMENT DISCRETION MANA- VOTING AUTHORITY
OF NUMBER MARKET PRINCIPAL SHARED GERS
CLASS VALUE AMOUNT SOLE SHARED OTHER SOLE SHARED NONE
(A) (B) (C) (A) (B) (C)
- ------------------------- ------ --------- --------- --------- ---------- -------- ------- --- -------- -------- --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
AT&T CORP COMMON 001957208 4570267 124361 124361 110161 14200
AT & T CDA INC COMMON 00207Q202 377969 5900 5900 5900
ATMI INC COMMON 00207R101 4073668 136930 136930 57820 79110
AAVID THERMAL TECHNOLOGI COMMON 002539104 264034 11670 11670 8600 3070
ABACUS DIRECT CORP COMMON 002553105 19759425 215950 215950 86840 129110
ABERCROMBIE & FITCH CO COMMON 002896207 47922720 998390 998390 870110 128280
ADAPTIVE BROADBAND CORP COMMON 00650M104 4707500 215200 215200 100520 114680
ADAPTEC INC COMMON 00651F108 40946186 1159538 1159538 1014288 145250
ADELPHIA COMMUNICATIONS COMMON 006848105 33085 520 520 520
ADOBE SYS INC COMMON 00724F101 46941206 571365 571365 498915 72450
ADVANCED DIGITAL INFO COMMON 007525108 9472140 233880 233880 102530 131350
ADVANCED MATLS GROUP INC COMMON 00753U102 687 611 611 611
ADVANCED FIBRE COMMUNICA COMMON 00754A105 390625 25000 25000 25000
AEROFLEX INC COMMON 007768104 488023 24710 24710 18500 6210
ADVANCED ENERGY INDS COMMON 007973100 858708 21170 21170 19200 1970
ADVENT SOFTWARE INC COMMON 007974108 9681500 144500 144500 60100 84400
ALLEGIANCE TELECOM INC COMMON 01747T102 25733083 468940 468940 406160 62780
ALLERGAN INC COMMON 018490102 52006275 468525 468525 408125 60400
ALPHA INDS INC COMMON 020753109 11001375 231000 231000 95390 135610
--------- --------- ---------- -------- ------- --- -------- -------- --------
COLUMN TOTALS 279228474 5058160 5058160 3888679 1169481
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
FORM 13F 6/30/99
REPORTING MANAGER; DUNCAN HURST CAPTL MGMT PAGE 2
- ------------------------------------------------------------------------------------------------------------------------------------
ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8
NAME OF ISSUER TITLE CUSIP FAIR SHARES OR INVESTMENT DISCRETION MANA- VOTING AUTHORITY
OF NUMBER MARKET PRINCIPAL SHARED GERS
CLASS VALUE AMOUNT SOLE SHARED OTHER SOLE SHARED NONE
(A) (B) (C) (A) (B) (C)
- ------------------------- ------ --------- --------- --------- ---------- -------- ------- --- -------- -------- --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
AMERADA HESS CORP COMMON 023551104 69020 1160 1160 1160
AMERICA ONLINE INC DEL COMMON 02364J104 2063160 18756 18756 17056 1700
AMERICAN EAGLE OUTFITTER COMMON 02553E106 169260 3720 3720 3720
AMERICAN WOODMARK CORP COMMON 030506109 151575 4300 4300 3200 1100
AMERICAN XTAL TECHNOLOGY COMMON 030514103 157877 6630 6630 4900 1730
AMERITRADE HLDG CORP COMMON 03072H109 24186762 228177 228177 198857 29320
AMES DEPARTMENT STORES COMMON 030789507 12232063 268100 268100 112630 155470
ANADIGICS INC COMMON 032515108 10108400 273200 273200 124310 148890
ANALOG DEVICES INC COMMON 032654105 14412846 287180 287180 250860 36320
ANCOR COMMUNICATIONS INC COMMON 03332K108 7285023 225020 225020 100030 124990
ANDRX CORP COMMON 034551101 6808595 88280 88280 36880 51400
ANNTAYLOR STORES CORP COMMON 036115103 17493750 388750 388750 150750 238000
ANTEC CORP COMMON 03664P105 6604875 206000 206000 86100 119900
APACHE CORP COMMON 037411105 74490 1910 1910 1910
APRIA HEALTHCARE GROUP COMMON 037933108 5671710 333630 333630 138860 194770
APPLIED MATLS INC COMMON 038222105 554063 7500 7500 7500
APPLIED MICRO CIRCUITS C COMMON 03822W109 32945649 400555 400555 216495 184060
APPLIED SCIENCE & TECHNO COMMON 038236105 8910000 396000 396000 167760 228240
ARGOSY GAMING CO COMMON 040228108 347213 39400 39400 39400
--------- --------- ---------- -------- ------- --- -------- -------- --------
COLUMN TOTALS 150246329 3178268 3178268 1662378 1515890
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
FORM 13F 6/30/99
REPORTING MANAGER; DUNCAN HURST CAPTL MGMT PAGE 3
- ------------------------------------------------------------------------------------------------------------------------------------
ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8
NAME OF ISSUER TITLE CUSIP FAIR SHARES OR INVESTMENT DISCRETION MANA- VOTING AUTHORITY
OF NUMBER MARKET PRINCIPAL SHARED GERS
CLASS VALUE AMOUNT SOLE SHARED OTHER SOLE SHARED NONE
(A) (B) (C) (A) (B) (C)
- ------------------------- ------ --------- --------- --------- ---------- -------- ------- --- -------- -------- --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
ASK JEEVES INC COMMON 045174109 168000 12000 12000 4980 7020
ASTEC INDS INC COMMON 046224101 11088483 272110 272110 112520 159590
ASTROPOWER INC COMMON 04644A101 350000 20000 20000 15000 5000
ASYST TECHNOLOGY CORP COMMON 04648X107 353861 11820 11820 8800 3020
ATMEL CORP COMMON 049513104 11795871 450439 450439 393429 57010
ATWOOD OCEANICS INC COMMON 050095108 5189688 166070 166070 69730 96340
AWARE INC COMMON 05453N100 12317220 267040 267040 109400 157640
BJ SVCS CO COMMON 055482103 16004050 543662 543662 471952 71710
BJS WHOLESALE CLUB INC COMMON 05548J106 78012 2595 2595 2595
BEST BUY INC COMMON 086516101 205875 3050 3050 3050
BINDLEY WESTN INDS INC COMMON 090324104 8594148 372646 372646 149556 223090
BINDVIEW DEV CORP COMMON 090327107 3125500 131600 131600 54430 77170
BIOGEN INC COMMON 090597105 60886445 946728 946728 821728 125000
BIOVAIL CORP INTL NEW COMMON 09067K106 255313 5000 5000 5000
BOISE CASCADE CORP COMMON 097383103 139258 3248 3248 3248
BRIO TECHNOLOGY INC COMMON 109704106 410000 20500 20500 15400 5100
BROADCAST COM INC COMMON 111310108 49017 367 367 367
BROADCOM CORP COMMON 111320107 9094282 62909 62909 56009 6900
BROADVISION INC COMMON 111412102 8685538 117770 117770 54580 63190
--------- --------- ---------- -------- ------- --- -------- -------- --------
COLUMN TOTALS 148790561 3409554 3409554 2351774 1057780
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
FORM 13F 6/30/99
REPORTING MANAGER; DUNCAN HURST CAPTL MGMT PAGE 4
- ------------------------------------------------------------------------------------------------------------------------------------
ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8
NAME OF ISSUER TITLE CUSIP FAIR SHARES OR INVESTMENT DISCRETION MANA- VOTING AUTHORITY
OF NUMBER MARKET PRINCIPAL SHARED GERS
CLASS VALUE AMOUNT SOLE SHARED OTHER SOLE SHARED NONE
(A) (B) (C) (A) (B) (C)
- ------------------------- ------ --------- --------- --------- ---------- -------- ------- --- -------- -------- --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
BROCADE COMMUNICATIONS S COMMON 111621108 4387906 45500 45500 18780 26720
BROOKTROUT INC COMMON 114580103 229051 14260 14260 10600 3660
BUCA INC COMMON 117769109 325710 19740 19740 14600 5140
BURR BROWN CORP COMMON 122574106 14708600 401600 401600 166250 235350
CBOE RUSSELL 2000 INDX COMMON 1248359I2 9510000 20000(C) 20000 20000
S & P 500 INDEX COMMON 12488Y9S2 13138750 10000(P) 10000 10000
C-COR ELECTRONICS INC COMMON 125010108 255893 9180 9180 6800 2380
C H ROBINSON WORLDWIDE I COMMON 12541W100 76550 2083 2083 2083
CMGI INC COMMON 125750109 22452291 196842 196842 172152 24690
CTC COMMUNICATIONS CORP COMMON 126418102 522210 26780 26780 19700 7080
CTS CORP COMMON 126501105 1750000 25000 25000 10280 14720
CALLAWAY GOLF CO COMMON 131193104 3436875 235000 235000 97590 137410
CALPINE CORP COMMON 131347106 9322560 172640 172640 71320 101320
CANFOR CORP COMMON 137902102 367475 49000 49000 49000
CAPROCK COMMUNICATIONS C COMMON 140667106 5989950 147900 147900 61520 86380
CAREINSITE INC COMMON 14170M106 23461043 496530 496530 387330 109200
CATALINA MARKETING CP COMMON 148867104 7922580 86115 86115 36465 49650
CATAPULT COMMUNICATIONS COMMON 149016107 277274 14690 14690 10900 3790
CENDANT CORP COMMON 151313103 256250 12500 12500 12500
--------- --------- ---------- -------- ------- --- -------- -------- --------
COLUMN TOTALS 118390967 1985360 1985360 1177870 807490
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
FORM 13F 6/30/99
REPORTING MANAGER; DUNCAN HURST CAPTL MGMT PAGE 5
- ------------------------------------------------------------------------------------------------------------------------------------
ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8
NAME OF ISSUER TITLE CUSIP FAIR SHARES OR INVESTMENT DISCRETION MANA- VOTING AUTHORITY
OF NUMBER MARKET PRINCIPAL SHARED GERS
CLASS VALUE AMOUNT SOLE SHARED OTHER SOLE SHARED NONE
(A) (B) (C) (A) (B) (C)
- ------------------------- ------ --------- --------- --------- ---------- -------- ------- --- -------- -------- --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
CENTURY COMMUNICATIONS C COMMON 156503104 58374 1269 1269 1269
CEPHALON INC COMMON 156708109 7488625 431000 431000 178190 252810
CHEAP TICKETS INC COMMON 162672109 5821020 159480 159480 66150 93330
CHICOS FAS INC COMMON 168615102 377410 16060 16060 11700 4360
CHILDRENS PL RETAIL STOR COMMON 168905107 10618290 262180 262180 104900 157280
CHIREX INC COMMON 170038103 7061075 219800 219800 91440 128360
CIENA CORP COMMON 171779101 754688 25000 25000 25000
CISCO SYS INC COMMON 17275R102 8763629 136002 136002 122752 13250
CITRIX SYS INC COMMON 177376100 85598 1515 1515 1515
CLAIRE'S STORES INC COMMON 179584107 6915678 268570 268570 113110 155460
CLARENT CORP DEL COMMON 180461105 615000 41000 41000 17000 24000
CLARIFY INC COMMON 180492100 7057875 171100 171100 70790 100310
CLEAR CHANNEL COMMUNICAT COMMON 184502102 5030921 72978 72978 64678 8300
COFLEXIP COMMON 192384105 304500 7000 7000 7000
COINSTAR INC COMMON 19259P300 1689407 58890 58890 30530 28360
COLORADO MEDTECH INC COMMON 19652U104 3426638 156200 156200 66230 89970
COLUMBIA LABS INC COMMON 197779101 295663 34530 34530 25800 8730
COMCAST CORP COMMON 200300200 3419323 88958 88958 78958 10000
COMINCO LTD COMMON 200435105 311229 18500 18500 18500
--------- --------- ---------- -------- ------- --- -------- -------- --------
COLUMN TOTALS 70094941 2170032 2170032 1095512 1074520
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
FORM 13F 6/30/99
REPORTING MANAGER; DUNCAN HURST CAPTL MGMT PAGE 6
- ------------------------------------------------------------------------------------------------------------------------------------
ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8
NAME OF ISSUER TITLE CUSIP FAIR SHARES OR INVESTMENT DISCRETION MANA- VOTING AUTHORITY
OF NUMBER MARKET PRINCIPAL SHARED GERS
CLASS VALUE AMOUNT SOLE SHARED OTHER SOLE SHARED NONE
(A) (B) (C) (A) (B) (C)
- ------------------------- ------ --------- --------- --------- ---------- -------- ------- --- -------- -------- --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
COMMSCOPE INC COMMON 203372107 13061370 424760 424760 175430 249330
COMPTRONIX CORP PFD CV 20476C205 1 3 3 3
COMPUTER NETWORK TECHNOL COMMON 204925101 7473600 345600 345600 151180 194420
COMVERSE TECHNOLOGY INC COMMON 205862402 31319288 414825 414825 364535 50290
CONCENTRIC NETWORK CORP COMMON 20589R107 4916280 123680 123680 51980 71700
CONCORD EFS INC COMMON 206197105 846250 20000 20000 20000
CONCUR TECHNOLOGIES INC COMMON 206708109 2531250 90000 90000 36860 53140
CONEXANT SYSTEMS INC COMMON 207142100 31302016 539109 539109 470829 68280
COPART INC COMMON 217204106 7346763 345730 345730 146550 199180
COST PLUS INC CALIF COMMON 221485105 10933195 240290 240290 101000 139290
CREDENCE SYSTEMS CORP COMMON 225302108 7749101 208730 208730 95230 113500
CREE RESH INC COMMON 225447101 18731973 243470 243470 101280 142190
CYMER INC COMMON 232572107 270000 10800 10800 10800
CYPRESS SEMICONDUCTOR CO COMMON 232806109 428125 25000 25000 25000
DII GROUP INC COMMON 232949107 3686475 98800 98800 41190 57610
DSP GROUP INC COMMON 23332B106 4500000 125000 125000 51950 73050
DSP COMMUNICATIONS INC COMMON 23332K106 5825820 201760 201760 83160 118600
DANAHER CORP DEL COMMON 235851102 121481 2090 2090 2090
DARDEN RESTAURANTS INC COMMON 237194105 123241 5650 5650 5650
--------- --------- ---------- -------- ------- --- -------- -------- --------
COLUMN TOTALS 151166228 3465297 3465297 1934717 1530580
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
FORM 13F 6/30/99
REPORTING MANAGER; DUNCAN HURST CAPTL MGMT PAGE 7
- ------------------------------------------------------------------------------------------------------------------------------------
ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8
NAME OF ISSUER TITLE CUSIP FAIR SHARES OR INVESTMENT DISCRETION MANA- VOTING AUTHORITY
OF NUMBER MARKET PRINCIPAL SHARED GERS
CLASS VALUE AMOUNT SOLE SHARED OTHER SOLE SHARED NONE
(A) (B) (C) (A) (B) (C)
- ------------------------- ------ --------- --------- --------- ---------- -------- ------- --- -------- -------- --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
DIGITAL MICROWAVE CORP COMMON 253859102 11998005 941020 941020 397330 543690
DIGITAL IS INC DEL COMMON 25385N101 3139063 175000 175000 72610 102390
DITECH COMMUNICATIONS CO COMMON 25500M103 480000 24000 24000 17900 6100
DYCOM INDS INC COMMON 267475101 15944040 284715 284715 107565 177150
E-LOAN INC COMMON 26861P107 971775 25200 25200 10370 14830
E M C CORP MASS COMMON 268648102 4101020 74564 74564 66724 7840
ENSCO INTL INC COMMON 26874Q100 12736274 638810 638810 554015 84795
E-TEK DYNAMICS INC COMMON 269240107 14933198 313970 313970 270090 43880
EAGLE USA AIRFREIGHT INC COMMON 270018104 12990119 306100 306100 129410 176690
EBAY INC COMMON 278642103 1158776 7655 7655 6675 980
ECHOSTAR COMMUNICATNS COMMON 278762109 60035644 391271 391271 341821 49450
ELANTEC SEMICONDUCTOR IN COMMON 284155108 313470 23220 23220 17300 5920
ELCOR CORP COMMON 284443108 7572354 173330 173330 72120 101210
ELECTRONICS FOR IMAGING COMMON 286082102 41470876 807219 807219 701559 105660
EMULEX CORP COMMON 292475209 20926599 188210 188210 80440 107770
ENZON INC COMMON 293904108 12317813 595423 595423 229513 365910
EQUANT N V COMMON 294409107 718200 7600 7600 7600
EXCHANGE APPLICATIONS COMMON 300867108 1027308 25210 25210 18500 6710
EXODUS COMMUNICATIONS IN COMMON 302088109 47568412 396610 396610 343660 52950
--------- --------- ---------- -------- ------- --- -------- -------- --------
COLUMN TOTALS 270402946 5399127 5399127 3445202 1953925
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
FORM 13F 6/30/99
REPORTING MANAGER; DUNCAN HURST CAPTL MGMT PAGE 8
- ------------------------------------------------------------------------------------------------------------------------------------
ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8
NAME OF ISSUER TITLE CUSIP FAIR SHARES OR INVESTMENT DISCRETION MANA- VOTING AUTHORITY
OF NUMBER MARKET PRINCIPAL SHARED GERS
CLASS VALUE AMOUNT SOLE SHARED OTHER SOLE SHARED NONE
(A) (B) (C) (A) (B) (C)
- ------------------------- ------ --------- --------- --------- ---------- -------- ------- --- -------- -------- --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
EXPEDITORS INTL WASH INC COMMON 302130109 14026120 514720 514720 212800 301920
EXTREME NETWORKS INC COMMON 30226D106 1370275 23600 23600 20490 3110
FACTORY 2-U INC COMMON 303072102 385725 20850 20850 15600 5250
FACTSET RESH SYS INC COMMON 303075105 8412776 148570 148570 54405 94165
F5 NETWORKS INC COMMON 315616102 336200 8200 8200 6100 2100
MORGAN STAN HI TECH 35 COMMON 32499W9G7 23617500 20000(C) 20000 20000
FORTE SOFTWARE INC COMMON 349546101 384594 39700 39700 29800 9900
FORWARD AIR CORP COMMON 349853101 2832469 100710 100710 49120 51590
FOSSIL INC COMMON 349882100 12068111 249470 249470 94810 154660
FRONTIER AIRLINES INC NE COMMON 359065109 491329 30470 30470 22400 8070
GAP INC DEL COMMON 364760108 10176 202 202 202
GENERAL DYNAMICS CORP COMMON 369550108 6199 90 90 90
GENERAL INSTR CORP DEL COMMON 370120107 115260 2712 2712 2712
GENERAL MAGIC INC COMMON 370253106 264844 75000 75000 75000
GENTEX CORP COMMON 371901109 21205800 757350 757350 662790 94560
GEON CO COMMON 37246W105 7500383 232570 232570 96130 136440
GEORGIA PAC CORP COMMON 373298108 4225376 89190 89190 79390 9800
GILEAD SCIENCES INC COMMON 375558103 10556590 202040 202040 83670 118370
GLOBAL INDUSTRIES LTD COMMON 379336100 8904688 695000 695000 290360 404640
--------- --------- ---------- -------- ------- --- -------- -------- --------
COLUMN TOTALS 116714413 3210444 3210444 1815869 1394575
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
FORM 13F 6/30/99
REPORTING MANAGER; DUNCAN HURST CAPTL MGMT PAGE 9
- ------------------------------------------------------------------------------------------------------------------------------------
ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8
NAME OF ISSUER TITLE CUSIP FAIR SHARES OR INVESTMENT DISCRETION MANA- VOTING AUTHORITY
OF NUMBER MARKET PRINCIPAL SHARED GERS
CLASS VALUE AMOUNT SOLE SHARED OTHER SOLE SHARED NONE
(A) (B) (C) (A) (B) (C)
- ------------------------- ------ --------- --------- --------- ---------- -------- ------- --- -------- -------- --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
GLOBAL MARINE INC COMMON 379352404 14199271 916082 916082 800192 115890
GLOBAL TELESYSTEMS GROUP COMMON 37936U104 469800 5800 5800 5800
GLOBESPAN SEMICONDUCTOR COMMON 379571102 1470750 37000 37000 15120 21880
GLOBIX CORP COMMON 37957F101 9111021 206190 206190 91365 114825
GOLDMAN SACHS GROUP INC COMMON 38141G104 3401819 47084 47084 41784 5300
GOTO COM INC COMMON 38348T107 700000 25000 25000 10170 14830
GULF ISLAND FABRICATN COMMON 402307102 127970 10720 10720 8000 2720
HARLEY DAVIDSON INC COMMON 412822108 4078 75 75 75
HARMONIC INC COMMON 413160102 27077761 471430 471430 199740 271690
HELIX TECHNOLOGY CORP COMMON 423319102 309273 12920 12920 9600 3320
HEWLETT-PACKARD CO COMMON 428236103 2512500 25000(C) 25000 25000
HI / FN INC COMMON 428358105 12007196 157730 157730 65140 92590
HISPANIC BROADCASTING CO COMMON 43357B104 43834126 577715 577715 505655 72060
HOLLYWOOD PK INC NEW COMMON 436255103 4656300 273900 273900 115310 158590
HOME DEPOT INC COMMON 437076102 2756636 42780 42780 37680 5100
HOOPER HOLMES INC COMMON 439104100 7759411 380830 380830 165010 215820
ICOS CORP COMMON 449295104 2146125 52585 52585 46235 6350
ITC DELTACOM INC COMMON 45031T104 9206400 328800 328800 138350 190450
IMCLONE SYSTEMS INC COMMON 45245W109 10476830 412880 412880 170850 242030
--------- --------- ---------- -------- ------- --- -------- -------- --------
COLUMN TOTALS 152227267 3984521 3984521 2451076 1533445
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
FORM 13F 6/30/99
REPORTING MANAGER; DUNCAN HURST CAPTL MGMT PAGE 10
- ------------------------------------------------------------------------------------------------------------------------------------
ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8
NAME OF ISSUER TITLE CUSIP FAIR SHARES OR INVESTMENT DISCRETION MANA- VOTING AUTHORITY
OF NUMBER MARKET PRINCIPAL SHARED GERS
CLASS VALUE AMOUNT SOLE SHARED OTHER SOLE SHARED NONE
(A) (B) (C) (A) (B) (C)
- ------------------------- ------ --------- --------- --------- ---------- -------- ------- --- -------- -------- --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
IMMUNEX CORP NEW COMMON 452528102 57062052 447765 447765 390605 57160
IN FOCUS SYS INC COMMON 452919103 225000 15000 15000 15000
INFOCURE CORP COMMON 45665A108 6029581 113900 113900 47010 66890
INFORMATION RESOURCE ENG COMMON 45675F303 388613 12900 12900 9500 3400
INKTOMI CORP COMMON 457277101 47660860 362440 362440 312890 49550
INTER TEL INC COMMON 458372109 182500 10000 10000 10000
INTERNATIONAL BUSINESS M COMMON 459200101 655298 5070 5070 5070
INTERNATIONAL NETWORK SV COMMON 460053101 4486066 111110 111110 97490 13620
INTERNATIONAL RECTIFIER COMMON 460254105 266250 20000 20000 20000
INTERNATIONAL SPEEDWAY C COMMON 460335201 30875 650 650 650
INTRANET SOLUTIONS INC COMMON 460939309 135844 16100 16100 11900 4200
INTERTAN INC COMMON 461120107 492800 24640 24640 18400 6240
INTERVU INC COMMON 46114R106 4677956 122100 122100 52210 69890
INTIMATE BRANDS INC COMMON 461156101 152927 3228 3228 3228
ISLE OF CAPRI CASINOS IN COMMON 464592104 224813 32700 32700 32700
JABIL CIRCUIT INC COMMON 466313103 36674893 812740 812740 702135 110605
JAKKS PAC INC COMMON 47012E106 9697708 325290 325290 141870 183420
JONES INTERCABLE INC COMMON 480206200 175420 3580 3580 3580
JUNIPER NETWORKS COMMON 48203R104 1490 10 10 10
--------- --------- ---------- -------- ------- --- -------- -------- --------
COLUMN TOTALS 169220944 2439223 2439223 1874248 564975
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
FORM 13F 6/30/99
REPORTING MANAGER; DUNCAN HURST CAPTL MGMT PAGE 11
- ------------------------------------------------------------------------------------------------------------------------------------
ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8
NAME OF ISSUER TITLE CUSIP FAIR SHARES OR INVESTMENT DISCRETION MANA- VOTING AUTHORITY
OF NUMBER MARKET PRINCIPAL SHARED GERS
CLASS VALUE AMOUNT SOLE SHARED OTHER SOLE SHARED NONE
(A) (B) (C) (A) (B) (C)
- ------------------------- ------ --------- --------- --------- ---------- -------- ------- --- -------- -------- --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
K-SWISS INC COMMON 482686102 423615 9110 9110 6700 2410
KEMET CORP COMMON 488360108 7648051 333430 333430 137720 195710
KERAVISION INC COMMON 492061106 224250 13000 13000 9600 3400
KING PHARMACEUTICALS INC COMMON 495582108 7765346 300110 300110 118460 181650
KNIGHT/TRIMARK GROUP INC COMMON 499067106 37137166 608806 608806 516236 92570
KOHLS CORP COMMON 500255104 2406879 31309 31309 27779 3530
KOREA TELECOM COMMON 50063P103 342240 8556 8556 8556
LSI LOGIC CORP COMMON 502161102 47638407 1032811 1032811 904891 127920
LTX CORP COMMON 502392103 252671 18980 18980 14200 4780
LABOR READY INC COMMON 505401208 5596500 172200 172200 71330 100870
LASER VISION CTRS INC COMMON 51807H100 22883805 363235 363235 150390 212845
LEXMARK INTL GROUP INC COMMON 529771107 41929170 640140 640140 544820 95320
LIGHTBRIDGE INC COMMON 532226107 600488 47800 47800 42400 5400
LINEAR TECHNOLOGY CORP COMMON 535678106 1345000 20000 20000 17700 2300
LIPOSOME CO INC COMMON 536310105 6120000 320000 320000 131780 188220
LUCENT TECHNOLOGIES INC COMMON 549463107 5842448 86635 86635 77335 9300
MCI WORLDCOM INC COMMON 55268B106 6569151 76330 76330 68080 8250
MGM GRAND INC COMMON 552953101 28910196 590004 590004 535104 54900
MMC NETWORKS INC COMMON 55308N102 16105973 359910 359910 148820 211090
--------- --------- ---------- -------- ------- --- -------- -------- --------
COLUMN TOTALS 239741355 5032366 5032366 3531901 1500465
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
FORM 13F 6/30/99
REPORTING MANAGER; DUNCAN HURST CAPTL MGMT PAGE 12
- ------------------------------------------------------------------------------------------------------------------------------------
ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8
NAME OF ISSUER TITLE CUSIP FAIR SHARES OR INVESTMENT DISCRETION MANA- VOTING AUTHORITY
OF NUMBER MARKET PRINCIPAL SHARED GERS
CLASS VALUE AMOUNT SOLE SHARED OTHER SOLE SHARED NONE
(A) (B) (C) (A) (B) (C)
- ------------------------- ------ --------- --------- --------- ---------- -------- ------- --- -------- -------- --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
MACROVISION CORP COMMON 555904101 10451801 139590 139590 58420 81170
MACROMEDIA INC COMMON 556100105 33446927 948849 948849 477149 471700
MAKER COMMUNICATIONS INC COMMON 560875106 4049530 130630 130630 54060 76570
MANDALAY RESORT GROUP COMMON 562567107 37432062 1766705 1766705 1602405 164300
MARINE DRILLING COS INC COMMON 568240204 6898363 503990 503990 209090 294900
MAVERICK TUBE CORP COMMON 577914104 322374 23130 23130 17300 5830
MAYTAG CORP COMMON 578592107 74420 1066 1066 1066
MEDIMMUNE INC COMMON 584699102 61324929 905165 905165 788705 116460
MEDPARTNERS INC COMMON 58503X107 487500 65000 65000 65000
MERCURY INTERACTIVE CP COMMON 589405109 10740911 303630 303630 130030 173600
METRIS COS INC COMMON 591598107 2852500 70000 70000 29080 40920
METROMEDIA FIBER NETWORK COMMON 591689104 54007270 1502811 1502811 1310311 192500
MICROSOFT CORP COMMON 594918104 3719874 41246 41246 37446 3800
MICROVISION INC WASH COMMON 594960106 131225 5800 5800 4200 1600
MICROSTRATEGY INC COMMON 594972101 5984250 158000 158000 64960 93040
MICROMUSE INC COMMON 595094103 9436350 189200 189200 81210 107990
MICROWAVE PWR DEVICES IN COMMON 59517M103 415433 27020 27020 20200 6820
MINIMED INC COMMON 60365K108 27839065 361840 361840 181140 180700
MIPS TECHNOLOGIES INC COMMON 604567107 6711 140 140 140
--------- --------- ---------- -------- ------- --- -------- -------- --------
COLUMN TOTALS 269621496 7143812 7143812 5131912 2011900
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
FORM 13F 6/30/99
REPORTING MANAGER; DUNCAN HURST CAPTL MGMT PAGE 13
- ------------------------------------------------------------------------------------------------------------------------------------
ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8
NAME OF ISSUER TITLE CUSIP FAIR SHARES OR INVESTMENT DISCRETION MANA- VOTING AUTHORITY
OF NUMBER MARKET PRINCIPAL SHARED GERS
CLASS VALUE AMOUNT SOLE SHARED OTHER SOLE SHARED NONE
(A) (B) (C) (A) (B) (C)
- ------------------------- ------ --------- --------- --------- ---------- -------- ------- --- -------- -------- --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
MOBILE MINI INC COMMON 60740F105 2514564 128540 128540 62610 65930
MOLECULAR DEVICES CORP COMMON 60851C107 592875 15810 15810 11800 4010
MONACO COACH CORP COMMON 60886R103 472208 11160 11160 8250 2910
MONTANA POWER COMPANY COMMON 612085100 8414810 119359 119359 104699 14660
MORGAN J P & CO INC COMMON 616880100 4918 35 35 35
MOTOROLA INC COMMON 620076109 4853095 51220 51220 45620 5600
MYSOFTWARE CO COMMON 628633109 221907 14360 14360 10700 3660
NASDAQ 100 TR COMMON 631100104 11525000 100000 100000 100000
NAVISTAR INTL CORP COMMON 63934E108 153250 3065 3065 3065
NETBANK INC COMMON 640933107 25005140 658030 658030 276970 381060
NEXTCARD INC COMMON 65332K107 6190200 182400 182400 75160 107240
NEXTLINK COMMUNICATNS COMMON 65333H707 33893506 455711 455711 397161 58550
NEXFOR INC COMMON 65333N100 356598 58000 58000 58000
NOKIA CORP COMMON 654902204 7434417 81195 81195 73495 7700
NOBLE DRILLING CORP COMMON 655042109 1476563 75000 75000 65190 9810
NOBLE INTL LTD COMMON 655053106 191040 11940 11940 8900 3040
NOVELL INC COMMON 670006105 2917173 110082 110082 98082 12000
OAK INDUSTRIES INC COMMON 671400505 5835375 133000 133000 55510 77490
OMNICOM GROUP INC COMMON 681919106 3621600 45270 45270 40170 5100
--------- --------- ---------- -------- ------- --- -------- -------- --------
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
COLUMN TOTALS 115674236 2254177 2254177 1495417 758760
FORM 13F 6/30/99
REPORTING MANAGER; DUNCAN HURST CAPTL MGMT PAGE 14
- ------------------------------------------------------------------------------------------------------------------------------------
ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8
NAME OF ISSUER TITLE CUSIP FAIR SHARES OR INVESTMENT DISCRETION MANA- VOTING AUTHORITY
OF NUMBER MARKET PRINCIPAL SHARED GERS
CLASS VALUE AMOUNT SOLE SHARED OTHER SOLE SHARED NONE
(A) (B) (C) (A) (B) (C)
- ------------------------- ------ --------- --------- --------- ---------- -------- ------- --- -------- -------- --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
ONYX SOFTWARE CORP COMMON 683402101 5045113 233300 233300 97800 135500
OPTICAL COATING LAB INC COMMON 683829105 18899250 226000 226000 93620 132380
ORACLE CORP COMMON 68389X105 371250 10000 10000 10000
OSTEOTECH INC COMMON 688582105 4255719 148025 148025 62500 85525
OUTBACK STEAKHOUSE INC COMMON 689899102 672244 17100 17100 17100
PECO ENERGY CO COMMON 693304107 8166 195 195 195
P F CHANGS CHINA BISTRO COMMON 69333Y108 231820 10720 10720 8000 2720
PLX TECHNOLOGY INC COMMON 693417107 10161938 214500 214500 89750 124750
PMC-SIERRA INC COMMON 69344F106 220426 3740 3740 3740
PACIFIC SUNWEAR CALIF IN COMMON 694873100 7794638 319780 319780 132210 187570
PATTERSON ENERGY INC COMMON 703414102 7812113 791100 791100 328280 462820
PEGASUS COMMUNICATIONS C COMMON 705904100 5596181 141900 141900 60460 81440
PHONE COM INC COMMON 71920Q100 840000 15000 15000 6220 8780
PHOTON DYNAMICS INC COMMON 719364101 383640 31970 31970 23800 8170
PINNACLE HLDGS INC COMMON 72346N101 9604000 392000 392000 163350 228650
PINNACLE SYS INC COMMON 723481107 12619463 375300 375300 156740 218560
PLEXUS CORP COMMON 729132100 195813 6500 6500 4800 1700
POLYCOM INC COMMON 73172K104 10756200 275800 275800 113030 162770
POWER INTEGRATIONS INC COMMON 739276103 51577256 705330 705330 300890 404440
--------- --------- ---------- -------- ------- --- -------- -------- --------
COLUMN TOTALS 147045227 3918260 3918260 1672485 2245775
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
FORM 13F 6/30/99
REPORTING MANAGER; DUNCAN HURST CAPTL MGMT PAGE 15
- ------------------------------------------------------------------------------------------------------------------------------------
ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8
NAME OF ISSUER TITLE CUSIP FAIR SHARES OR INVESTMENT DISCRETION MANA- VOTING AUTHORITY
OF NUMBER MARKET PRINCIPAL SHARED GERS
CLASS VALUE AMOUNT SOLE SHARED OTHER SOLE SHARED NONE
(A) (B) (C) (A) (B) (C)
- ------------------------- ------ --------- --------- --------- ---------- -------- ------- --- -------- -------- --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
POWERWAVE TECHNOLOGIES I COMMON 739363109 11770605 364980 364980 153280 211700
PRECISION DRILLING CORP COMMON 74022D100 7870144 412860 412860 172480 240380
PRIORITY HEALTHCARE CORP COMMON 74264T102 10879679 315353 315353 124828 190525
PROFIT RECOVERY GROUP IN COMMON 743168106 12726589 268990 268990 101570 167420
PROXIM INC COMMON 744284100 15711040 270880 270880 115430 155450
PSINET INC COMMON 74437C101 38908188 889330 889330 558165 331165
QLT PHOTOTHERAPEUTICS IN COMMON 746927102 4413200 80240 80240 33130 47110
QRS CORP COMMON 74726X105 7768800 99600 99600 40930 58670
QLOGIC CORP COMMON 747277101 24595956 186333 186333 104753 81580
QUALCOMM INC COMMON 747525103 720370 5020 5020 5020
QUANTA SVCS INC COMMON 74762E102 8467800 192450 192450 79220 113230
QUIKSILVER INC COMMON 74838C106 5231526 200730 200730 76990 123740
RCN CORP COMMON 749361101 33011955 793080 793080 689030 104050
RF MICRODEVICES INC COMMON 749941100 59913353 802859 802859 389969 412890
RARE HOSPITALITY INTL COMMON 753820109 8449170 331340 331340 137180 194160
RATIONAL SOFTWARE CORP COMMON 75409P202 385369 11700 11700 11700
REALTY INFORMATION GROUP COMMON 75612B107 254475 5850 5850 4300 1550
REDBACK NETWORKS INC COMMON 757209101 1243069 9900 9900 4230 5670
RESEARCH IN MOTION LTD COMMON 760975102 12223913 603650 603650 261020 342630
--------- --------- ---------- -------- ------- --- -------- -------- --------
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
COLUMN TOTALS 264545199 5845145 5845145 3063225 2781920
FORM 13F 6/30/99
REPORTING MANAGER; DUNCAN HURST CAPTL MGMT PAGE 16
- ------------------------------------------------------------------------------------------------------------------------------------
ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8
NAME OF ISSUER TITLE CUSIP FAIR SHARES OR INVESTMENT DISCRETION MANA- VOTING AUTHORITY
OF NUMBER MARKET PRINCIPAL SHARED GERS
CLASS VALUE AMOUNT SOLE SHARED OTHER SOLE SHARED NONE
(A) (B) (C) (A) (B) (C)
- ------------------------- ------ --------- --------- --------- ---------- -------- ------- --- -------- -------- --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
REX STORES CORP COMMON 761624105 463286 15540 15540 11600 3940
ROWECOM INC COMMON 77957X108 2411635 158140 158140 68440 89700
RUBIOS RESTAURANTS INC COMMON 78116B102 748564 48490 48490 36200 12290
SDL INC COMMON 784076101 15244199 298540 298540 124740 173800
SABRE HLDGS CORP COMMON 785905100 111925 1628 1628 1628
SAFETY-KLEEN CORP NEW COMMON 78648R203 453125 25000 25000 25000
SALTON INC COMMON 795757103 8920000 178400 178400 73550 104850
SAUCONY INC COMMON 804120202 244350 10800 10800 8100 2700
SAWTEK INC COMMON 805468105 15443819 336650 336650 140180 196470
SCHWAB CHARLES CORP NEW COMMON 808513105 2582646 23694 23694 20994 2700
SECURITY FIRST TECHNOLOG COMMON 814279105 17866793 395940 395940 169955 225985
SEMTECH CORP COMMON 816850101 19735046 378610 378610 160460 218150
SIEBEL SYSTEMS INC COMMON 826170102 731427 11030 11030 11030
SMITH-GARDNER & ASSOCS COMMON 832059109 394659 48950 48950 23645 25305
SOFTWARE COM INC COMMON 83402P104 811563 35000 35000 14430 20570
SOLECTRON CORP COMMON 834182107 5993873 89880 89880 79580 10300
SOUTHWEST AIRLS CO COMMON 844741108 4358 140 140 140
SOUTHWEST SECS GROUP INC COMMON 845224104 11349813 158600 158600 65600 93000
SPRINT CORP COMMON 852061100 2288858 43186 43186 38286 4900
--------- --------- ---------- -------- ------- --- -------- -------- --------
COLUMN TOTALS 105799937 2258218 2258218 1073558 1184660
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
FORM 13F 6/30/99
REPORTING MANAGER; DUNCAN HURST CAPTL MGMT PAGE 17
- ------------------------------------------------------------------------------------------------------------------------------------
ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8
NAME OF ISSUER TITLE CUSIP FAIR SHARES OR INVESTMENT DISCRETION MANA- VOTING AUTHORITY
OF NUMBER MARKET PRINCIPAL SHARED GERS
CLASS VALUE AMOUNT SOLE SHARED OTHER SOLE SHARED NONE
(A) (B) (C) (A) (B) (C)
- ------------------------- ------ --------- --------- --------- ---------- -------- ------- --- -------- -------- --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
SPRINT CORP COMMON 852061506 5422923 95139 95139 84699 10440
STATIONS CASINOS INC COMMON 857689103 9227634 452890 452890 187800 265090
STILLWATER MNG CO COMMON 86074Q102 5904275 181670 181670 75540 106130
STMICROELECTRONICS N V COMMON 861012102 6757276 97490 97490 88890 8600
SUMMIT TECHNOLOGY INC COMMON 86627E101 8418520 382660 382660 165770 216890
SUN MICROSYSTEMS INC COMMON 866810104 4330516 62875 62875 55675 7200
SUNGLASS HUT INTL INC COMMON 86736F106 8299844 482900 482900 200580 282320
SUPERIOR ENERGY SVCS INC COMMON 868157108 254688 50000 50000 38300 11700
SYNETIC INC COMMON 87160F109 44219313 643190 643190 426840 216350
TLC THE LASER CTR INC COMMON 872934104 10656000 222000 222000 91170 130830
TACO CABANA INC COMMON 873425102 101875 10000 10000 10000
TANDY CORP COMMON 875382103 8798 180 180 180
TELESCAN INC COMMON 879516102 316792 13030 13030 9600 3430
TELEWEST COMMUNICATIONS COMMON 87956P105 782325 17100 17100 17100
TELLABS INC COMMON 879664100 2027 30 30 30
TEMPLE INLAND INC COMMON 879868107 109114 1590 1590 1590
TENFOLD CORP COMMON 88033A103 7302500 230000 230000 95130 134870
TERADYNE INC COMMON 880770102 358750 5000 5000 5000
TEREX CORP NEW COMMON 880779103 395688 13000 13000 5250 7750
--------- --------- ---------- -------- ------- --- -------- -------- --------
COLUMN TOTALS 112868854 2960744 2960744 1559144 1401600
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
FORM 13F 6/30/99
REPORTING MANAGER; DUNCAN HURST CAPTL MGMT PAGE 18
- ------------------------------------------------------------------------------------------------------------------------------------
ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8
NAME OF ISSUER TITLE CUSIP FAIR SHARES OR INVESTMENT DISCRETION MANA- VOTING AUTHORITY
OF NUMBER MARKET PRINCIPAL SHARED GERS
CLASS VALUE AMOUNT SOLE SHARED OTHER SOLE SHARED NONE
(A) (B) (C) (A) (B) (C)
- ------------------------- ------ --------- --------- --------- ---------- -------- ------- --- -------- -------- --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
TEXAS INSTRS INC COMMON 882508104 5589360 38815 38815 34415 4400
THRUSTMASTER INC COMMON 886027101 331440 13810 13810 10300 3510
TIFFANY & CO NEW COMMON 886547108 54470873 564465 564465 490105 74360
TIME WARNER INC COMMON 887315109 4284657 58997 58997 52197 6800
TOWNE SERVICES INC COMMON 892148107 179235 22760 22760 17000 5760
TRANSWITCH CORP COMMON 894065101 30741401 648895 648895 279645 369250
TREX INC COMMON 89531P105 271513 10700 10700 8000 2700
TRICO MARINE SERVICES IN COMMON 896106101 217613 33160 33160 24800 8360
TRIQUINT SEMICONDUCTOR I COMMON 89674K103 10723928 188760 188760 78250 110510
TUBOS DE ACERO DE MEXICO COMMON 898592506 565500 52000 52000 52000
TYCO INTL LTD COMMON 902124106 4727741 49897 49897 44197 5700
U S FRANCHISE SVCS INC COMMON 902956309 438012 18890 18890 14000 4890
U S CONCRETE INC COMMON 90333L102 313875 33480 33480 25000 8480
UTI ENERGY CORP COMMON 903387108 369344 22300 22300 17600 4700
UNIFY CORP COMMON 904743101 380430 28180 28180 28180
UNIPHASE CORP COMMON 909149106 500490 3015 3015 3015
UNITED PAN-EUROPE COMMUN COMMON 911300200 375700 6800 6800 6800
UNITED STATES CELLULAR C COMMON 911684108 77575 1450 1450 1450
UNITRODE CORP COMMON 913283107 9306225 324400 324400 133500 190900
--------- --------- ---------- -------- ------- --- -------- -------- --------
COLUMN TOTALS 123864909 2120774 2120774 1320454 800320
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
FORM 13F 6/30/99
REPORTING MANAGER; DUNCAN HURST CAPTL MGMT PAGE 19
- ------------------------------------------------------------------------------------------------------------------------------------
ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8
NAME OF ISSUER TITLE CUSIP FAIR SHARES OR INVESTMENT DISCRETION MANA- VOTING AUTHORITY
OF NUMBER MARKET PRINCIPAL SHARED GERS
CLASS VALUE AMOUNT SOLE SHARED OTHER SOLE SHARED NONE
(A) (B) (C) (A) (B) (C)
- ------------------------- ------ --------- --------- --------- ---------- -------- ------- --- -------- -------- --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
UNIVERSAL ELECTRS INC COMMON 913483103 432724 15420 15420 11400 4020
VALASSIS COMMUNICATIONS COMMON 918866104 146134 3990 3990 3990
VALLEY MEDIA INC COMMON 91972C106 2050073 137820 137820 59775 78045
VANS INC COMMON 921930103 337065 29430 29430 21900 7530
VERIO INC COMMON 923433106 14494225 208550 208550 88900 119650
VERITAS SOFTWARE CO COMMON 923436109 221869 2337 2337 2337
VERITY INC COMMON 92343C106 24969600 460800 460800 196720 264080
VIATEL INC COMMON 925529208 21796705 388360 388360 163200 225160
VISHAY INTERTECHNOLOGY I COMMON 928298108 9780204 465724 465724 191762 273962
VISX INC DEL COMMON 92844S105 30863487 389752 389752 339972 49780
VITESSE SEMICONDUCTOR CO COMMON 928497106 34173616 506745 506745 442255 64490
VODAFONE AIRTOUCH PLC COMMON 92857T107 744069 3777 3777 3777
WMS INDS INC COMMON 929297109 9984440 587320 587320 245330 341990
WAL MART STORES INC COMMON 931142103 3302230 68440 68440 60740 7700
WASTE CONNECTIONS INC COMMON 941053100 367525 12050 12050 9000 3050
WATERS CORP COMMON 941848103 171063 3220 3220 3220
WEBTRENDS CORP COMMON 94844D104 461250 10000 10000 10000
WESTERN WIRELESS CORP COMMON 95988E204 72765 2695 2695 2695
WEYERHAEUSER CO COMMON 962166104 4813 70 70 70
--------- --------- ---------- -------- ------- --- -------- -------- --------
COLUMN TOTALS 154373855 3296500 3296500 1857043 1439457
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
FORM 13F 6/30/99
REPORTING MANAGER; DUNCAN HURST CAPTL MGMT PAGE 20
- ------------------------------------------------------------------------------------------------------------------------------------
ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8
NAME OF ISSUER TITLE CUSIP FAIR SHARES OR INVESTMENT DISCRETION MANA- VOTING AUTHORITY
OF NUMBER MARKET PRINCIPAL SHARED GERS
CLASS VALUE AMOUNT SOLE SHARED OTHER SOLE SHARED NONE
(A) (B) (C) (A) (B) (C)
- ------------------------- ------ --------- --------- --------- ---------- -------- ------- --- -------- -------- --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
WILLAMETTE INDS INC COMMON 969133107 127870 2776 2776 2776
WILLIAMS COS INC DEL COMMON 969457100 1873814 44025 44025 38625 5400
WINDMERE-DURABLE HLDGS COMMON 973411101 659813 39100 39100 39100
WORKFLOW MGMT INC COMMON 98137N109 233700 16400 16400 12200 4200
XILINX INC COMMON 983919101 214115 3740 3740 3740
XOMED SURGICAL PRODS INC COMMON 98412V107 11753163 241400 241400 98875 142525
YAHOO INC COMMON 984332106 862973 5010 5010 5010
ZOMAX INC MINN COMMON 989929104 6390120 145230 145230 65390 79840
GEMSTAR INTL GROUP LTD COMMON G3788V106 74023515 1134460 1134460 1032850 101610
MIH LTD COMMON G6116R101 392200 14800 14800 14800
FUNDTECH LTD COMMON M47095100 5812594 224100 224100 96040 128060
GALILEO TECHNOLOGY LTD COMMON M47298100 17049281 376260 376260 158380 217880
ORCKIT COMMUNICATIONS LT COMMON M7531S107 6029100 243600 243600 102440 141160
POINT OF SALE LTD COMMON M7945W108 284500 22760 22760 17000 5760
BAAN CO NV COMMON N08044104 317500 20000 20000 20000
FLEXTRONICS INTL LTD COMMON Y2573F102 35195880 634160 634160 577120 57040
--------- --------- ---------- -------- ------- --- -------- -------- --------
COLUMN TOTALS 161220136 3167821 3167821 2284346 883475
--------- --------- ---------- -------- ------- --- -------- -------- --------
REPORT TOTALS 3321238275 72297803 72297803 44686810 27610993
========== ========= ========== ======== ======= === ======== ======== ========
</TABLE>
<PAGE>
