UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: September 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 November 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: 384
Form 13F Information Table Value Total: $3,507,752
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 INFORMATION
NAME OF ISSUER CUSIP VALUE PRINCIPAL SHRS/ PUT/ INVESTMENT OTHER
TITLE OF CLASS NUMBER (X$1000) AMOUNT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE
- ------------------------------ --------- -------- --------- ----- ---- ---------- -------- -------- ------ ------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
ACT MFG INC 000973107 461 18400 SH SOLE 9600 0 8800
COMMON
AES CORP 00130H105 7 120 SH SOLE 120 0 0
COMMON
AT&T CORP 001957208 5037 135001 SH SOLE 124901 0 10100
COM LIB GRP A
ATMI INC 00207R101 13422 359730 SH SOLE 146000 0 213730
COMMON
AVT CORP 002420107 6532 213300 SH SOLE 85240 0 128060
COMMON
AVX CORP NEW 002444107 127 3619 SH SOLE 3619 0 0
COMMON
ABGENIX INC 00339B107 8414 214720 SH SOLE 88700 0 126020
COMMON
ACCREDO HEALTH INC 00437V104 438 13920 SH SOLE 7100 0 6820
COMMON
ACCRUE SOFTWARE INC 00437W102 732 32520 SH SOLE 17025 0 15495
COMMON
ACTIVE SOFTWARE INC 00504E100 7600 317500 SH SOLE 127700 0 189800
COMMON
ADAPTIVE BROADBAND CORP 00650M104 16090 480300 SH SOLE 197175 0 283125
COMMON
ADAPTEC INC 00651F108 19384 488428 SH SOLE 430788 0 57640
COMMON
ADOBE SYS INC 00724F101 64528 568525 SH SOLE 501875 0 66650
COMMON
ADTRAN INC 00738A106 7673 200280 SH SOLE 79690 0 120590
COMMON
ADVANCED DIGITAL INFORMA 007525108 15078 542140 SH SOLE 224130 0 318010
COMMON
ADVANCED FIBRE COMMUNICA 00754A105 17938 806180 SH SOLE 430190 0 375990
COMMON
AERIAL COMMUNICATIONS IN 007655103 12323 454300 SH SOLE 185830 0 268470
COMMON
AEROFLEX INC 007768104 295 24200 SH SOLE 12300 0 11900
COMMON
ADVENT SOFTWARE INC 007974108 12774 205210 SH SOLE 82900 0 122310
COMMON
AFFYMETRIX INC 00826T108 10830 110020 SH SOLE 43810 0 66210
COMMON
AIRGATE PCS INC 009367103 4179 168000 SH SOLE 67950 0 100050
COMMON
AIRONET WIRELESS COMM 00943A107 701 33400 SH SOLE 17400 0 16000
COMMON
ALLEGIANCE TELECOM INC 01747T102 31759 603490 SH SOLE 529340 0 74150
COMMON
ALLERGAN INC 018490102 38428 349349 SH SOLE 307809 0 41540
COMMON
ALLIANCE SEMICONDUCTOR C 01877H100 5392 507500 SH SOLE 205230 0 302270
COMMON
ALPHA INDS INC 020753109 12304 218140 SH SOLE 86890 0 131250
COMMON
AMAZON COM INC 023135106 400 5000 SH SOLE 5000 0 0
COMMON
AMERADA HESS CORP 023551104 71 1160 SH SOLE 1160 0 0
COMMON
AMERICA ONLINE INC DEL 02364J104 2081 20000 SH SOLE 20000 0 0
COMMON
AMERICAN MOBILE SATELLIT 02755R103 3316 189480 SH SOLE 75420 0 114060
COMMON
MORGAN STAN HI TECH 35 0309839V4 11938 10000 SH PUT SOLE 10000 0 0
PUT OPT OCT 124
AMKOR TECHNOLOGY INC 031652100 41 2565 SH SOLE 2565 0 0
COMMON
AMSOUTH BANCORPORATION 032165102 586 25000 SH CALL SOLE 25000 0 0
CALL OPT OCT 2
ANADIGICS INC 032515108 6759 240320 SH SOLE 96110 0 144210
COMMON
ANALOG DEVICES INC 032654105 17559 342620 SH SOLE 303750 0 38870
COMMON
ANDRX CORP 034551101 4828 82480 SH SOLE 32480 0 50000
COMMON
ANTEC CORP 03664P105 15323 288435 SH SOLE 120135 0 168300
COMMON
APACHE CORP 037411105 23685 548433 SH SOLE 480103 0 68330
COMMON
APPLE COMPUTER INC 037833100 6 100 SH SOLE 100 0 0
COMMON
APPLIED MATLS INC 038222105 466 6000 SH SOLE 6000 0 0
COMMON
APPLIED MICRO CIRCUITS C 03822W109 18000 315790 SH SOLE 235650 0 80140
COMMON
ARGOSY GAMING CO 040228108 6744 508960 SH SOLE 231850 0 277110
COMMON
ARIBA INC 04033V104 17086 118240 SH SOLE 103810 0 14430
COMMON
ARTHROCARE CORP 043136100 8336 152600 SH SOLE 62916 0 89684
COMMON
ASHFORD COM INC 044093102 2305 250000 SH SOLE 100960 0 149040
COMMON
AT HOME CORP 045919107 414 10000 SH SOLE 10000 0 0
COM SER A
ASTEC INDS INC 046224101 2782 115300 SH SOLE 47110 0 68190
COMMON
ASTROPOWER INC 04644A101 352 29350 SH SOLE 15000 0 14350
COMMON
ASYST TECHNOLOGY CORP 04648X107 575 17430 SH SOLE 8800 0 8630
COMMON
ATMEL CORP 049513104 21616 639304 SH SOLE 563004 0 76300
COMMON
AUDIOVOX CORP 050757103 534 30760 SH SOLE 15600 0 15160
CL A
AURORA BIOSCIENCES CORP 051920106 544 39900 SH SOLE 20700 0 19200
COMMON
AWARE INC 05453N100 4812 167740 SH SOLE 68850 0 98890
COMMON
BJ SVCS CO 055482103 12835 403450 SH SOLE 352660 0 50790
COMMON
BJS WHOLESALE CLUB INC 05548J106 77 2595 SH SOLE 2595 0 0
COMMON
BARRETT RESOURCES CORP 068480201 3356 90850 SH SOLE 36230 0 54620
COM PAR $0.01
BIO TECHNOLOGY GEN CORP 090578105 384 40000 SH SOLE 40000 0 0
COMMON
BIOCRYST PHARMACEUTICALS 09058V103 7040 290300 SH SOLE 117460 0 172840
COMMON
BIOGEN INC 090597105 38984 494648 SH SOLE 441508 0 53140
COMMON
BOISE CASCADE CORP 097383103 41 1118 SH SOLE 1118 0 0
COMMON
BRAUN CONSULTING INC 105651103 692 41600 SH SOLE 21600 0 20000
COMMON
BRITISH STL PLC 111015301 492 19100 SH SOLE 19100 0 0
DEPOSITORY RECEI
BROADCOM CORP 111320107 3403 31219 SH SOLE 28819 0 2400
CL A
BROADVISION INC 111412102 54988 413250 SH SOLE 347860 0 65390
COMMON
BROCADE COMMUNICATIONS S 111621108 3 13 SH SOLE 13 0 0
COMMON
BURR BROWN CORP 122574106 15031 380520 SH SOLE 152650 0 227870
COMMON
CBT GROUP PUB LTD 124853300 8300 337070 SH SOLE 136700 0 200370
DEPOSITORY RECEI
CBOE NASDAQ-100 NEW 12486W9V1 11576 5000 SH PUT SOLE 5000 0 0
PUT OPT OCT 236
CDW COMPUTER CTRS INC 125129106 71 1457 SH SOLE 1457 0 0
COMMON
CEC ENTMT INC 125137109 5068 141270 SH SOLE 56940 0 84330
COMMON
C H ROBINSON WORLDWIDE I 12541W100 70 2083 SH SOLE 2083 0 0
COMMON
CTS CORP 126501105 13659 237540 SH SOLE 95990 0 141550
COMMON
CABLETRON SYS INC 126920107 392 25000 SH SOLE 25000 0 0
COMMON
CALIFORNIA AMPLIFIER INC 129900106 754 52030 SH SOLE 26300 0 25730
COMMON
CALPINE CORP 131347106 68028 799747 SH SOLE 627657 0 172090
COMMON
CANFOR CORP 137902102 597 77700 SH SOLE 77700 0 0
COMMON
CAPROCK COMMUNICATIONS C 140667106 5766 248010 SH SOLE 99760 0 148250
COMMON
CAREINSITE INC 14170M106 29837 589380 SH SOLE 473880 0 115500
COMMON
CELGENE CORP 151020104 7323 270600 SH SOLE 109070 0 161530
COMMON
CENTRAL NEWSPAPERS INC 154647101 59 1319 SH SOLE 1319 0 0
CL A
CEPHALON INC 156708109 12177 677670 SH SOLE 273120 0 404550
COMMON
CHEAP TICKETS INC 162672109 7861 242810 SH SOLE 97090 0 145720
COMMON
CHIREX INC 170038103 6004 232590 SH SOLE 94210 0 138380
COMMON
CHROMAVISION MED SYS INC 17111P104 466 37300 SH SOLE 19000 0 18300
COMMON
CIDCO INC 171768104 512 39210 SH SOLE 20100 0 19110
COMMON
CISCO SYS INC 17275R102 10012 146022 SH SOLE 136572 0 9450
COMMON
CITIGROUP INC 172967101 2200 50000 SH CALL SOLE 50000 0 0
CALL OPT OCT 4
CITRIX SYS INC 177376100 94 1515 SH SOLE 1515 0 0
COMMON
CLARENT CORP DEL 180461105 5771 113290 SH SOLE 46570 0 66720
COMMON
CLEAR CHANNEL COMMUNICAT 184502102 6326 79198 SH SOLE 73298 0 5900
COMMON
COFLEXIP 192384105 530 11100 SH SOLE 11100 0 0
DEPOSITORY RECEI
COHU INC 192576106 3063 145000 SH SOLE 58590 0 86410
COMMON
COLORADO MEDTECH INC 19652U104 4664 323080 SH SOLE 131538 0 191542
COMMON
COMINCO LTD 200435105 835 51100 SH SOLE 51100 0 0
COMMON
COMMSCOPE INC 203372107 13229 407058 SH SOLE 166428 0 240630
COMMON
COMPTRONIX CORP 20476C205 0 3 SH SOLE 3 0 0
PFD A CV
COMVERSE TECHNOLOGY INC 205862402 28307 300145 SH SOLE 267315 0 32830
COM PAR $0.10
CONEXANT SYSTEMS INC 207142100 37648 518168 SH SOLE 455688 0 62480
COMMON
COPART INC 217204106 6080 329760 SH SOLE 137000 0 192760
COMMON
CORNING INC 219350105 8 110 SH SOLE 110 0 0
COMMON
COST PLUS INC CALIF 221485105 11080 228460 SH SOLE 93600 0 134860
COMMON
CREDENCE SYS CORP 225302108 16227 361610 SH SOLE 149090 0 212520
COMMON
CREE RESH INC 225447101 9320 274610 SH SOLE 109110 0 165500
COMMON
CRESTAR ENERGY INC 225905108 599 41100 SH SOLE 41100 0 0
COMMON
CUMULUS MEDIA INC 231082108 13567 415050 SH SOLE 163960 0 251090
CL A
CYBERONICS INC 23251P102 6501 363690 SH SOLE 148220 0 215470
COMMON
CYMER INC 232572107 201 5800 SH SOLE 5800 0 0
COMMON
CYPRESS SEMICONDUCTOR CO 232806109 108 5000 SH SOLE 5000 0 0
COMMON
CYTYC CORP 232946103 7963 205830 SH SOLE 85530 0 120300
COMMON
DII GROUP INC 232949107 8087 229840 SH SOLE 93110 0 136730
COMMON
DSP GROUP INC 23332B106 8214 205990 SH SOLE 81990 0 124000
COMMON
DANKA BUSINESS SYS PLC 236277109 6037 592570 SH SOLE 239270 0 353300
DEPOSITORY RECEI
DAVOX CORP 239208101 462 35390 SH SOLE 17900 0 17490
COMMON
DELL COMPUTER CORP 247025109 836 20000 SH CALL SOLE 20000 0 0
CALL OPT OCT 4
DENDRITE INTL INC 248239105 3780 80000 SH SOLE 32360 0 47640
COMMON
DIAMOND TECHNOLOGY PARTN 252762109 6772 150900 SH SOLE 60470 0 90430
CL A
DIGITAL MICROWAVE CORP 253859102 11350 723510 SH SOLE 322460 0 401050
COMMON
DIGITAL INSIGHT CORP 25385P106 225 15000 SH SOLE 6040 0 8960
COMMON
DITECH COMMUNICATIONS CO 25500M103 1162 22130 SH SOLE 12000 0 10130
COMMON
E M C CORP MASS 268648102 4964 69547 SH SOLE 64707 0 4840
COMMON
ENSCO INTL INC 26874Q100 8424 466400 SH SOLE 408170 0 58230
COMMON
EAGLE USA AIRFREIGHT INC 270018104 12999 434205 SH SOLE 177565 0 256640
COMMON
ECHOSTAR COMMUNICATIONS 278762109 56253 619442 SH SOLE 543792 0 75650
CL A
ECLIPSE SURGICAL TECHNOL 278849104 2439 147800 SH SOLE 60130 0 87670
COMMON
EGAIN COMMUNICATIONS 28225C103 1399 75600 SH SOLE 30310 0 45290
COMMON
ELANTEC SEMICONDUCTOR IN 284155108 732 41400 SH SOLE 21100 0 20300
COMMON
ELECTRONICS FOR IMAGING 286082102 41070 798935 SH SOLE 702575 0 96360
COMMON
EMULEX CORP 292475209 34734 404470 SH SOLE 164560 0 239910
COM NEW
ENSIGN RESOURCE SVC GROU 29357T104 568 25700 SH SOLE 25700 0 0
COMMON
ENZON INC 293904108 20808 682243 SH SOLE 256603 0 425640
COMMON
EQUANT N V 294409107 903 11100 SH SOLE 11100 0 0
DEPOSITORY RECEI
ETOYS INC 297862104 9126 137100 SH SOLE 122000 0 15100
COMMON
EXCHANGE APPLICATIONS 300867108 1093 37620 SH SOLE 18500 0 19120
COMMON
EXODUS COMMUNICATIONS IN 302088109 56485 783840 SH SOLE 686440 0 97400
COMMON
EXPEDITORS INTL WASH INC 302130109 15818 492878 SH SOLE 201098 0 291780
COMMON
FACTORY 2-U INC 303072102 6087 203760 SH SOLE 86170 0 117590
COMMON
FACTSET RESH SYS INC 303075105 8035 141270 SH SOLE 49805 0 91465
COMMON
FALCONBRIDGE LTD NEW 305915100 539 36900 SH SOLE 36900 0 0
COMMON
F5 NETWORKS INC 315616102 10762 158260 SH SOLE 63640 0 94620
COMMON
FOCAL COMMUNICATIONS COR 344155106 5090 198650 SH SOLE 80260 0 118390
COMMON
FORTE SOFTWARE INC 349546101 932 33890 SH SOLE 17600 0 16290
COMMON
FOSSIL INC 349882100 9717 359060 SH SOLE 132215 0 226845
COMMON
FOUNDRY NETWORKS INC 35063R100 1890 15000 SH SOLE 13190 0 1810
COMMON
GASONICS INTL CORP 367278108 417 25300 SH SOLE 13200 0 12100
COMMON
GENENTECH INC 368710406 3869 26441 SH SOLE 24541 0 1900
COM NEW
GENERAL DYNAMICS CORP 369550108 6 90 SH SOLE 90 0 0
COMMON
GENERAL INSTR CORP DEL 370120107 140 2912 SH SOLE 2912 0 0
COMMON
GEORGIA PAC CORP 373298108 41 1026 SH SOLE 1026 0 0
COM GA PAC GRP
GILEAD SCIENCES INC 375558103 13440 209380 SH SOLE 183120 0 26260
COMMON
GLOBAL MARINE INC 379352404 22808 1387532 SH SOLE 1224522 0 163010
COMMON
HARBINGER CORP 41145C103 169 10000 SH SOLE 10000 0 0
COMMON
HARLEY DAVIDSON INC 412822108 4 75 SH SOLE 75 0 0
COMMON
HARMONIC INC 413160102 71081 543380 SH SOLE 290860 0 252520
COMMON
HELIX TECHNOLOGY CORP 423319102 8375 251870 SH SOLE 103400 0 148470
COMMON
HEWLETT PACKARD CO 428236103 7 78 SH SOLE 78 0 0
COMMON
HI / FN INC 428358105 19867 180200 SH SOLE 72390 0 107810
COMMON
HISPANIC BROADCASTING CO 43357B104 47679 626325 SH SOLE 555125 0 71200
CL A
HOLLYWOOD PK INC NEW 436255103 7132 463900 SH SOLE 190620 0 273280
COMMON
HOME DEPOT INC 437076102 3184 46390 SH SOLE 42790 0 3600
COMMON
HOOPER HOLMES INC 439104100 9556 372920 SH SOLE 152810 0 220110
COMMON
HOOVERS INC 439321100 231 21000 SH SOLE 10900 0 10100
COMMON
HORIZON OFFSHORE INC 44043J105 403 50410 SH SOLE 25960 0 24450
COMMON
HOT TOPIC INC 441339108 382 14020 SH SOLE 7200 0 6820
COMMON
ITC DELTACOM INC 45031T104 8596 312580 SH SOLE 128200 0 184380
COMMON
ITXC CORP 45069F109 1591 50000 SH SOLE 20200 0 29800
COMMON
IMCLONE SYSTEMS INC 45245W109 17770 534430 SH SOLE 215590 0 318840
COMMON
IMMUNEX CORP NEW 452528102 30 700 SH SOLE 700 0 0
COMMON
INCO LTD 453258402 613 28700 SH SOLE 28700 0 0
COMMON
INFOCURE CORP 45665A108 8378 443860 SH SOLE 176880 0 266980
COMMON
INFOSYS TECHNOLOGIES LTD 456788108 13143 91911 SH SOLE 80855 0 11056
DEPOSITORY RECEI
INKTOMI CORP 457277101 1 10 SH SOLE 10 0 0
COMMON
INTEGRATED DEVICE TECHNO 458118106 7398 399900 SH SOLE 160950 0 238950
COMMON
INTEGRATED SILICON SOLUT 45812P107 408 41540 SH SOLE 21350 0 20190
COMMON
INTEL CORP 458140100 3716 50000 SH SOLE 45900 0 4100
COMMON
INTERCEPT GROUP INC 45845L107 375 20260 SH SOLE 10300 0 9960
COMMON
INTERNAP NETWORK SVCS CO 45885A102 3347 75000 SH SOLE 66070 0 8930
COMMON
INTERNATIONAL BUSINESS M 459200101 6 50 SH SOLE 50 0 0
COMMON
INTERPHASE CORP 460593106 468 20000 SH SOLE 20000 0 0
COMMON
INTERNET CAP GROUP INC 46059C106 11097 126285 SH SOLE 110455 0 15830
COMMON
INTERTAN INC 461120107 7734 394100 SH SOLE 161810 0 232290
COMMON
ISLE OF CAPRI CASINOS IN 464592104 327 32700 SH SOLE 32700 0 0
COMMON
JDS UNIPHASE CORP 46612J101 8204 72084 SH SOLE 66864 0 5220
COMMON
JAKKS PAC INC 47012E106 11892 317130 SH SOLE 131520 0 185610
COMMON
JUNIPER NETWORKS INC 48203R104 4245 23317 SH SOLE 21407 0 1910
COMMON
KEMET CORP 488360108 14253 445830 SH SOLE 180350 0 265480
COMMON
KERR MCGEE CORP 492386107 137 2490 SH SOLE 2490 0 0
COMMON
KERR-MCGEE CORP 492386107 1101 20000 SH CALL SOLE 20000 0 0
ALL OPT JAN 6
KEY ENERGY SVCS INC 492914106 760 153850 SH SOLE 79000 0 74850
COMMON
KEYNOTE SYS INC 493308100 5284 211350 SH SOLE 85500 0 125850
COMMON
KING PHARMACEUTICALS INC 495582108 16480 470860 SH SOLE 190160 0 280700
COMMON
KOHLS CORP 500255104 2250 34019 SH SOLE 31489 0 2530
COMMON
KOPIN CORP 500600101 5799 208960 SH SOLE 84250 0 124710
COMMON
KOREA TELECOM 50063P103 616 16656 SH SOLE 16656 0 0
DEPOSITORY RECEI
KRONOS INC 501052104 5472 149160 SH SOLE 59650 0 89510
COMMON
LSI LOGIC CORP 502161102 42640 819991 SH SOLE 722661 0 97330
COMMON
LAM RESEARCH CORP 512807108 14539 238350 SH SOLE 210280 0 28070
COMMON
LEGATO SYS INC 524651106 174 3992 SH SOLE 3992 0 0
COMMON
LEXMARK INTL GROUP INC 529771107 65798 817362 SH SOLE 714312 0 103050
CL A
LIBERATE TECHNOLOGIES 530129105 2 50 SH SOLE 50 0 0
COMMON
LIGHTBRIDGE INC 532226107 808 41020 SH SOLE 21000 0 20020
COMMON
LINEAR TECHNOLOGY CORP 535678106 2535 43120 SH SOLE 39920 0 3200
COMMON
LUCENT TECHNOLOGIES INC 549463107 4416 68063 SH SOLE 62963 0 5100
COMMON
MCI WORLDCOM INC 55268B106 4 60 SH SOLE 60 0 0
COMMON
MGM GRAND INC 552953101 22296 436104 SH SOLE 395904 0 40200
COMMON
MTI TECHNOLOGY CORP 553903105 12908 559690 SH SOLE 226160 0 333530
COMMON
MACROVISION CORP 555904101 12064 271860 SH SOLE 108940 0 162920
COMMON
MARINE DRILLING COS INC 568240204 7588 479890 SH SOLE 195290 0 284600
COM PAR $0.01
MATTSON TECHNOLOGY INC 577223100 740 62000 SH SOLE 46700 0 15300
COMMON
MAVERICK TUBE CORP 577914104 560 33670 SH SOLE 17300 0 16370
COMMON
MEADE INSTRUMENTS CORP 583062104 424 17600 SH SOLE 9200 0 8400
COMMON
MEASUREMENT SPECIALTIES 583421102 422 22980 SH SOLE 11600 0 11380
COMMON
MEDAREX INC 583916101 439 61600 SH SOLE 32000 0 29600
COMMON
MEDICAL MANAGER CORP NEW 58461U103 35299 709523 SH SOLE 491998 0 217525
COMMON
MEDIMMUNE INC 584699102 61142 613524 SH SOLE 538884 0 74640
COMMON
MERCURY INTERACTIVE CORP 589405109 64875 1004837 SH SOLE 754047 0 250790
COMMON
MICREL INC 594793101 3 60 SH SOLE 60 0 0
COMMON
MICROSOFT CORP 594918104 4983 55025 SH SOLE 51125 0 3900
COMMON
MICROSOFT CORP 594918104 906 10000 SH CALL SOLE 10000 0 0
CALL OPT OCT 9
MICROSTRATEGY INC 594972101 11931 212810 SH SOLE 84410 0 128400
CL A
MICROMUSE INC 595094103 13229 205900 SH SOLE 85740 0 120160
COMMON
MINIMED INC 60365K108 52754 536940 SH SOLE 341240 0 195700
COMMON
MOBILE MINI INC 60740F105 5134 234690 SH SOLE 99030 0 135660
COMMON
MOLECULAR DEVICES CORP 60851C107 640 23290 SH SOLE 11800 0 11490
COMMON
MONACO COACH CORP 60886R103 634 26000 SH SOLE 13475 0 12525
COMMON
MOTOROLA INC 620076109 3569 40557 SH SOLE 37757 0 2800
COMMON
NCO GROUP INC 628858102 7865 167340 SH SOLE 67470 0 99870
COMMON
NS GROUP INC 628916108 351 32670 SH SOLE 16600 0 16070
COMMON
NATIONAL-OILWELL INC 637071101 3330 202580 SH SOLE 81290 0 121290
COMMON
NATIONAL SEMICONDUCTOR C 637640103 458 15000 SH SOLE 15000 0 0
COMMON
NAVISTAR INTL CORP NEW 63934E108 13 272 SH SOLE 272 0 0
COMMON
NETRIX CORP 641148101 196 69720 SH SOLE 35400 0 34320
COMMON
NETOPIA INC 64114K104 399 10000 SH SOLE 10000 0 0
COMMON
NETRO CORP 64114R109 2 90 SH SOLE 90 0 0
COMMON
NETIQ CORP 64115P102 642 21670 SH SOLE 11000 0 10670
COMMON
NETWORK APPLIANCE INC 64120L104 141 1968 SH SOLE 1968 0 0
COMMON
NETWORK SOLUTIONS INC DE 64121Q102 2 25 SH SOLE 25 0 0
COMMON
NETZERO INC 64122R109 1037 39900 SH SOLE 35220 0 4680
COMMON
NEXTLINK COMMUNICATIONS 65333H707 72515 1398722 SH SOLE 1231542 0 167180
CL A
NEXFOR INC 65333N100 515 86475 SH SOLE 86475 0 0
COMMON
NOKIA CORP 654902204 7060 78557 SH SOLE 74257 0 4300
DEPOSITORY RECEI
NOVADIGM INC 669937104 430 29400 SH SOLE 15250 0 14150
COMMON
OMNICOM GROUP INC 681919106 3887 49090 SH SOLE 45490 0 3600
COMMON
OPTICAL COATING LAB INC 683829105 19727 214280 SH SOLE 86020 0 128260
COMMON
OPTIMAL ROBOTICS CORP 68388R208 466 25900 SH SOLE 13500 0 12400
CL A NEW
ORACLE CORP 68389X105 683 15000 SH SOLE 15000 0 0
COMMON
ORTEL CORP 68749W102 356 22980 SH SOLE 11600 0 11380
COMMON
PHLX BANK INDEX 6929279J7 11565 15000 SH CALL SOLE 15000 0 0
CALL OPT OCT 75
PE CORP 69332S102 3641 50389 SH SOLE 46489 0 3900
COM PE BIO GRP
PHLX E-S OIL SVC INDEX 69333V9J5 1636 20000 SH CALL SOLE 20000 0 0
CALL OPT OCT 8
PMC-SIERRA INC 69344F106 17543 189650 SH SOLE 174700 0 14950
COMMON
PACKETEER INC 695210104 9006 264400 SH SOLE 107570 0 156830
COMMON
PATINA OIL & GAS CORP 703224105 276 31060 SH SOLE 15900 0 15160
COMMON
PATTERSON ENERGY INC 703414102 11358 747860 SH SOLE 299780 0 448080
COMMON
PEGASUS COMMUNICATIONS C 705904100 6049 134040 SH SOLE 55200 0 78840
CL A
PEREGRINE SYSTEMS INC 71366Q101 223 5468 SH SOLE 5468 0 0
COMMON
PERFORMANCE TECHNOLOGIES 71376K102 576 25530 SH SOLE 12850 0 12680
COMMON
PERVASIVE SOFTWARE INC 715710109 11386 330020 SH SOLE 134070 0 195950
COMMON
PETROLEUM GEO-SVCS A/S 716597109 894 46900 SH SOLE 46900 0 0
DEPOSITORY RECEI
PHARMACYCLICS INC 716933106 5109 125000 SH SOLE 50590 0 74410
COMMON
PHONE COM INC 71920Q100 2 15 SH SOLE 15 0 0
COMMON
PHOTON DYNAMICS INC 719364101 977 46500 SH SOLE 23800 0 22700
COMMON
PINNACLE HLDGS INC 72346N101 11545 441920 SH SOLE 176820 0 265100
COMMON
PINNACLE SYS INC 723481107 15115 356700 SH SOLE 145440 0 211260
COMMON
PHLX SEMICONDUCTOR IDX 72999W9V5 9863 20000 SH PUT SOLE 20000 0 0
PUT OPT OCT 53
POHANG IRON & STL LTD 730450103 132 4200 SH SOLE 4200 0 0
DEPOSITORY RECEI
POLYCOM INC 73172K104 19474 408640 SH SOLE 166740 0 241900
COMMON
POLYMEDICA CORP 731738100 5887 253210 SH SOLE 104459 0 148751
COMMON
POOL ENERGY SVCS CO 732788104 3310 134410 SH SOLE 53800 0 80610
COMMON
POWER INTEGRATIONS INC 739276103 44449 641860 SH SOLE 269810 0 372050
COMMON
POWERWAVE TECHNOLOGIES I 739363109 16577 343780 SH SOLE 139380 0 204400
COMMON
POWERTEL INC 73936C109 16606 301590 SH SOLE 120870 0 180720
COMMON
PRECISION DRILLING CORP 74022D100 8984 387460 SH SOLE 155480 0 231980
COMMON
PRICE COMMUNICATIONS COR 741437305 10711 427390 SH SOLE 173360 0 254030
COM NEW
PRIMUS KNOWLEDGE SOLUTIO 74163Q100 632 22940 SH SOLE 11800 0 11140
COMMON
PRIDE INTL INC 741932107 4375 308370 SH SOLE 122560 0 185810
COMMON
PROFIT RECOVERY GROUP IN 743168106 22246 498500 SH SOLE 190205 0 308295
COMMON
PROXICOM INC 744282104 7614 130160 SH SOLE 52660 0 77500
COMMON
PROXIM INC 744284100 12065 262290 SH SOLE 106370 0 155920
COMMON
QLT PHOTOTHERAPEUTICS IN 746927102 6395 83680 SH SOLE 37880 0 45800
COMMON
QRS CORP 74726X105 9041 140990 SH SOLE 55835 0 85155
COMMON
QLOGIC CORP 747277101 13152 188386 SH SOLE 166126 0 22260
COMMON
QUALCOMM INC 747525103 1688 8923 SH SOLE 8323 0 600
COMMON
RF MICRODEVICES INC 749941100 32220 704268 SH SOLE 600138 0 104130
COMMON
RADIANT SYSTEMS INC 75025N102 360 22270 SH SOLE 11500 0 10770
COMMON
RARE HOSPITALITY INTL 753820109 6069 280640 SH SOLE 116460 0 164180
COMMON
REALNETWORKS INC 75605L104 6368 60900 SH SOLE 54300 0 6600
COMMON
RED HAT INC 756577102 2 20 SH SOLE 20 0 0
COMMON
REMEDY CORP 759548100 10028 353420 SH SOLE 142070 0 211350
COMMON
RESEARCH IN MOTION LTD 760975102 17081 552120 SH SOLE 220940 0 331180
COMMON
REX STORES CORP 761624105 703 22680 SH SOLE 11600 0 11080
COMMON
ROWECOM INC 77957X108 566 20400 SH SOLE 10600 0 9800
COMMON
ROYAL DUTCH PETE CO 780257804 6 110 SH SOLE 110 0 0
DEPOSITORY RECEI
RURAL CELLULAR CORP 781904107 2478 54020 SH SOLE 23430 0 30590
CL A
SDL INC 784076101 27111 355260 SH SOLE 142930 0 212330
COMMON
ST MARY LD & EXPL CO 792228108 237 9090 SH SOLE 4600 0 4490
COMMON
SALTON INC 795757103 7812 252000 SH SOLE 100025 0 151975
COMMON
SANDISK CORP 80004C101 10127 155350 SH SOLE 62560 0 92790
COMMON
SAP AKTIENGESELLSCHAFT 803054204 642 17000 SH SOLE 17000 0 0
DEPOSITORY RECEI
SAWTEK INC 805468105 22348 638520 SH SOLE 258760 0 379760
COMMON
SCANSOURCE INC 806037107 388 13920 SH SOLE 7100 0 6820
COMMON
SCIENT CORP 80864H109 14303 223480 SH SOLE 197000 0 26480
COMMON
SCIENTIFIC ATLANTA INC 808655104 37634 759321 SH SOLE 668251 0 91070
COMMON
SECURITY FIRST TECHNOLOG 814279105 3405 87600 SH SOLE 40085 0 47515
COMMON
SEMTECH CORP 816850101 25757 703260 SH SOLE 284620 0 418640
COMMON
SHIRE PHARMACEUTICALS GR 82481R106 608 21100 SH SOLE 21100 0 0
DEPOSITORY RECEI
SIEBEL SYS INC 826170102 37767 566855 SH SOLE 501195 0 65660
COMMON
SILICON STORAGE TECHNOLO 827057100 372 26330 SH SOLE 13400 0 12930
COMMON
SILVERSTREAM SOFTWARE IN 827907106 6326 203260 SH SOLE 81650 0 121610
COMMON
SOLECTRON CORP 834182107 7004 97530 SH SOLE 90230 0 7300
COMMON
SONOSITE INC 83568G104 445 17040 SH SOLE 8700 0 8340
COMMON
SOURCE INFORMATION MGMT 836151209 339 23880 SH SOLE 12300 0 11580
COMMON
SPRINT CORP 852061506 8466 113539 SH SOLE 106099 0 7440
PCS COM SER 1
STATION CASINOS INC 857689103 9911 426290 SH SOLE 170400 0 255890
COMMON
STMICROELECTRONICS N V 861012102 8688 117300 SH SOLE 111200 0 6100
COMMON
STONE ENERGY CORP 861642106 4315 84600 SH SOLE 33960 0 50640
COMMON
SUMMIT TECHNOLOGY INC 86627E101 9301 507930 SH SOLE 206050 0 301880
COMMON
SUN MICROSYSTEMS INC 866810104 6802 73135 SH SOLE 68035 0 5100
COMMON
SUPERIOR ENERGY SVCS INC 868157108 717 113620 SH SOLE 59700 0 53920
COMMON
TANDY CORP 875382103 9 170 SH SOLE 170 0 0
COMMON
TELCOM SEMICONDUCTOR INC 87921P107 552 43270 SH SOLE 22300 0 20970
COMMON
TELEPHONE & DATA SYS INC 879433100 93 1050 SH SOLE 1050 0 0
COMMON
TELIGENT INC 87959Y103 25591 515040 SH SOLE 450240 0 64800
CL A
TENFOLD CORP 88033A103 6662 251400 SH SOLE 100440 0 150960
COMMON
TEXAS INSTRS INC 882508104 6926 84210 SH SOLE 77910 0 6300
COMMON
TIFFANY & CO NEW 886547108 76451 1275520 SH SOLE 1119810 0 155710
COMMON
TITAN PHARMACEUTICALS IN 888314101 595 63500 SH SOLE 32800 0 30700
COMMON
DLJ 5 STOCK INDEX 99 3 88851P992 765 100000 SH PUT SOLE 100000 0 0
PUT OPT SEP 9.92
TRANSWITCH CORP 894065101 32358 567683 SH SOLE 245583 0 322100
COMMON
TREX INC 89531P105 415 15630 SH SOLE 8000 0 7630
COMMON
TRIQUINT SEMICONDUCTOR I 89674K103 16910 295690 SH SOLE 118505 0 177185
COMMON
TUMBLEWEED COMMUNICATION 899690101 14725 550480 SH SOLE 224320 0 326160
COMMON
TYCO INTL LTD NEW 902124106 5600 54242 SH SOLE 50142 0 4100
COMMON
U S FRANCHISE SVCS INC 902956309 489 28240 SH SOLE 14000 0 14240
CL A NEW
UTI ENERGY CORP 903387108 595 30630 SH SOLE 17600 0 13030
COMMON
ULTIMATE ELECTRS INC 903849107 449 28750 SH SOLE 14400 0 14350
COMMON
UNIT CORP 909218109 461 61010 SH SOLE 31300 0 29710
COMMON
UNITED PAN-EUROPE COMMUN 911300200 656 10750 SH SOLE 10750 0 0
DEPOSITORY RECEI
UNITED STATES CELLULAR C 911684108 99 1450 SH SOLE 1450 0 0
COMMON
UNITED THERAPEUTICS CORP 91307C102 672 23280 SH SOLE 11800 0 11480
COMMON
UNIVERSAL ELECTRS INC 913483103 530 22900 SH SOLE 11400 0 11500
COMMON
UNIVISION COMMUNICATIONS 914906102 16132 198243 SH SOLE 174243 0 24000
CL A
USWEB CORP 917327108 686 20000 SH SOLE 20000 0 0
COMMON
VALASSIS COMMUNICATIONS 918866104 175 3990 SH SOLE 3990 0 0
COMMON
VALUEVISION INTL INC 92047K107 7731 297350 SH SOLE 120300 0 177050
CL A
VANS INC 921930103 520 43370 SH SOLE 21900 0 21470
COMMON
VARCO INTL INC 922126107 5225 428700 SH SOLE 171060 0 257640
COMMON
VARIAN INC 922206107 7585 427320 SH SOLE 172240 0 255080
COMMON
VARIAN SEMICONDUCTOR EQU 922207105 9832 466790 SH SOLE 185360 0 281430
COMMON
VERITAS SOFTWARE CO 923436109 5825 76707 SH SOLE 71092 0 5615
COMMON
VERITY INC 92343C106 32378 470530 SH SOLE 192970 0 277560
COMMON
VERISIGN INC 92343E102 5325 50000 SH SOLE 44040 0 5960
COMMON
VIANT CORP 92553N107 6753 139600 SH SOLE 57270 0 82330
COMMON
VINTAGE PETE INC 927460105 2639 195500 SH SOLE 77920 0 117580
COMMON
VISHAY INTERTECHNOLOGY I 928298108 10422 438824 SH SOLE 174362 0 264462
COMMON
VISX INC DEL 92844S105 44921 567947 SH SOLE 500837 0 67110
COMMON
VITESSE SEMICONDUCTOR CO 928497106 50683 593655 SH SOLE 522985 0 70670
COMMON
VODAFONE AIRTOUCH PLC 92857T107 1402 5897 SH SOLE 5897 0 0
DEPOSITORY RECEI
VOICESTREAM WIRELESS COR 928615103 64058 1037900 SH SOLE 916210 0 121690
COMMON
WMS INDS INC 929297109 6428 552920 SH SOLE 222830 0 330090
COMMON
WATCHGUARD TECHNOLOGIES 941105108 731 48720 SH SOLE 24900 0 23820
COMMON
WATERS CORP 941848103 195 3220 SH SOLE 3220 0 0
COMMON
WESTERN WIRELESS CORP 95988E204 216 4827 SH SOLE 4827 0 0
CL A
WILD OATS MARKETS INC 96808B107 4740 120000 SH SOLE 48620 0 71380
COMMON
WILLAMETTE INDS INC 969133107 38 876 SH SOLE 876 0 0
COMMON
WORKFLOW MGMT INC 98137N109 438 33680 SH SOLE 17000 0 16680
COMMON
XILINX INC 983919101 5192 79228 SH SOLE 73628 0 5600
COMMON
XOMED SURGICAL PRODS INC 98412V107 13652 239510 SH SOLE 92575 0 146935
COMMON
YAHOO INC 984332106 539 3000 SH SOLE 3000 0 0
COMMON
ZEBRA TECHNOLOGIES CORP 989207105 118 2595 SH SOLE 2595 0 0
CL A
ZOLL MED CORP 989922109 934 30860 SH SOLE 15700 0 15160
COMMON
ZOMAX INC MINN 989929104 12312 475810 SH SOLE 199380 0 276430
COMMON
DLJ NDX 10 INDEX 99 2 9999991 1190 100000 SH PUT SOLE 100000 0 0
PUT OPT SEP 49.8
CHINA COM CORP G2108N109 1129 17375 SH SOLE 17375 0 0
CL A
GEMSTAR INTL GROUP LTD G3788V106 25895 331460 SH SOLE 305350 0 26110
ORD
MIH LTD G6116R101 679 23500 SH SOLE 23500 0 0
CL A
SBS BROADCASTING SA L8137F102 649 16750 SH SOLE 16750 0 0
ORD
AUDIOCODES LTD M15342104 2389 63500 SH SOLE 25700 0 37800
ORD
CHECK POINT SOFTWARE TEC M22465104 14398 170513 SH SOLE 156753 0 13760
ORD
GALILEO TECHNOLOGY LTD M47298100 17624 704940 SH SOLE 289860 0 415080
ORD
ORCKIT COMMUNICATIONS LT M7531S107 9697 274130 SH SOLE 111050 0 163080
COMMON
POINT OF SALE LTD M7945W108 504 44270 SH SOLE 22500 0 21770
ORD
RADWARE LTD M81873107 825 30000 SH SOLE 11990 0 18010
ORD
ASM LITHOGRAPHY HLDG N V N07059111 597 8900 SH SOLE 8900 0 0
DEPOSITORY RECEI
BAAN CO NV N08044104 551 38000 SH SOLE 38000 0 0
COMMON
</TABLE>
