UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or 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: 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 May 15, 2000
- ------------------- ----------------------- -----------------
[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: 409
Form 13F Information Table Value Total: $5,579,968
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>
ITEM 4 ITEM 5 ITEM 6 ITEM 8
ITEM 1 & 2 ITEM 3 FAIR SHARES OR INVESTMENT ITEM VOTING AUTHORITY
NAME OF ISSUE CUSIP MARKET PRINCIPAL DISCRETION 7 SHARES
TITLE OF CLASS NUMBER VALUE AMOUNT SOLE SHARED OTHER MGRS SOLE SHARED NONE
- ------------------------ --------- ------ ------- ---- ------ ----- ---- ---- ------ ----
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
ACT MFG INC 000973107 940 16800 x x
COMMON
AES CORP 00130H105 9 120 x x
COMMON
AT&T CORP 001957208 16615 280123 x x
COM LIB GRP A
AVX CORP NEW 002444107 434 5720 x x
COMMON
ABIOMED INC 003654100 5687 140420 x x
COMMON
ACCREDO HEALTH INC 00437V104 1295 39080 x x
COMMON
ACCRUE SOFTWARE INC 00437W102 9202 200920 x x
COMMON
ACTIVE SOFTWARE INC 00504E100 17359 272900 x x
COMMON
ACTUATE CORP 00508B102 26442 491380 x x
COMMON
ACXIOM CORP 005125109 333 10000 x x
COMMON
ADAPTIVE BROADBAND CORP 00650M104 37862 707700 x x
COMMON
ADELPHIA BUSINESS SOLUTI 006847107 36014 584400 x x
CL A
ADTRAN INC 00738A106 10394 174880 x x
COMMON
ADVANCED DIGITAL INFORMA 007525108 28417 829700 x x
COMMON
ADVANCED FIBRE COMMUNICA 00754A105 89513 1427932 x x
COMMON
ADVANCED RADIO TELECOM C 00754U101 18852 569110 x x
COMMON
AEROFLEX INC 007768104 12192 246300 x x
COMMON
ADVENT SOFTWARE INC 007974108 21642 471770 x x
COMMON
AFFYMETRIX INC 00826T108 6591 44400 x x
COMMON
AIRGATE PCS INC 009367103 29956 283940 x x
COMMON
AIRNET COMMUNICATIONS CO 00941P106 15367 439850 x x
COMMON
ALAMOSA PCS HOLDINGS 011593100 42612 1128800 x x
COMMON
ALEXION PHARMACEUTICALS 015351109 10567 151500 x x
COMMON
ALLAIRE CORP 016714107 13993 185030 x x
COMMON
ALLEGIANCE TELECOM INC 01747T102 70006 868290 x x
COMMON
ALTEON WEBSYSTEMS INC 02145A109 820 10000 x x
COMMON
AMPHENOL CORP NEW 032095101 151 1473 x x
CL A
ANADIGICS INC 032515108 5619 85139 x x
COMMON
ANAREN MICROWAVE INC 032744104 4583 47800 x x
COMMON
ANCOR COMMUNICATIONS INC 03332K108 2 60 x x
COMMON
APACHE CORP 037411105 327 6582 x x
COMMON
APPLE COMPUTER INC 037833100 14 100 x x
COMMON
APPLIED FILMS CORP 038197109 1208 60400 x x
COMMON
APPLIED MICRO CIRCUITS C 03822W109 127434 849208 x x
COMMON
APPLIED SCIENCE & TECHNO 038236105 7003 231500 x x
COMMON
APPLIED SIGNAL TECHNOLOG 038237103 896 52300 x x
COMMON
ARIBA INC 04033V104 18161 86638 x x
COMMON
ARQULE INC 04269E107 373 27600 x x
COMMON
ARTHROCARE CORP 043136100 23809 258795 x x
COMMON
ASPECT MED SYS INC 045235108 8313 231730 x x
COMMON
ASPECT COMMUNICATIONS CO 04523Q102 11333 305780 x x
COMMON
ASPEN TECHNOLOGY INC 045327103 13720 339820 x x
COMMON
ASYST TECHNOLOGY CORP 04648X107 45959 785620 x x
COMMON
ATMEL CORP 049513104 1020 19766 x x
COMMON
AUDIOVOX CORP 050757103 12918 296120 x x
CL A
AVERT INC 053596102 639 21300 x x
COMMON
AVIGEN INC 053690103 467 10500 x x
COMMON
BJ SVCS CO 055482103 29959 405540 x x
COMMON
BEST BUY INC 086516101 30125 350290 x x
COMMON
BIOPURE CORP 09065H105 6109 183370 x x
CL A
BITSTREAM INC 091736108 2534 202700 x x
CL A
BLUE WAVE SYS INC 096081104 934 58400 x x
COMMON
BRAUNS FASHIONS CORP 105658108 1030 40800 x x
COMMON
BREAKAWAY SOLUTIONS INC 106372105 15588 342600 x x
COMMON
BROADCOM CORP 111320107 17227 70928 x x
CL A
BROADVISION INC 111412102 30281 674792 x x
COMMON
BROCADE COMMUNICATIONS S 111621108 2350 13107 x x
COMMON
BROOKS AUTOMATION INC 11434A100 12488 199800 x x
COMMON
BURR BROWN CORP 122574106 26390 485325 x x
COMMON
BUSINESS OBJECTS S A 12328X107 6231 62625 x x
DEPOSITORY RECEI
S & P 500 INDEX 12486Q9D4 15238 10000 x x
CALL OPT APR 147
C COR NET CORP 125010108 38147 778510 x x
COMMON
CDW COMPUTER CTRS INC 125129106 123 1457 x x
COMMON
CTC COMMUNICATIONS GROUP 126419100 13550 317900 x x
COMMON
CACI INTL INC 127190304 3593 120000 x x
CL A
CALIFORNIA AMPLIFIER INC 129900106 10867 350540 x x
COMMON
CALIFORNIA MICRO DEVICES 130439102 650 23700 x x
COMMON
CALPINE CORP 131347106 119239 1268504 x x
COMMON
CELERITEK INC 150926103 1271 20100 x x
COMMON
CELGENE CORP 151020104 38497 386660 x x
COMMON
CELLPOINT INC 15115E109 954 15905 x x
COMMON
CEPHALON INC 156708109 20522 547259 x x
COMMON
CHARTERED SEMICONDUCTOR 16133R106 3114 33040 x x
ADR
CHINA TELECOM HONG KONG 169428109 3431 19355 x x
DEPOSITORY RECEI
CHROMAVISION MED SYS INC 17111P104 624 40900 x x
COMMON
CIMA LABS INC 171796105 981 57100 x x
COMMON
CIRRUS LOGIC CORP 172755100 365 20000 x x
COMMON
CISCO SYS INC 17275R102 19988 258540 x x
COMMON
CITRIX SYS INC 177376100 201 3030 x x
COMMON
CLARENT CORP DEL 180461105 50846 563781 x x
COMMON
CLARUS CORP 182707109 22563 319475 x x
COMMON
COGNEX CORP 192422103 213 3685 x x
COMMON
COLE KENNETH PRODTNS INC 193294105 1189 30300 x x
CL A
COMPTRONIX CORP 20476C205 0 0 x x
PFD A CV
COMVERSE TECHNOLOGY INC 205862402 51075 270238 x x
COM PAR $0.10
CONCEPTUS INC 206016107 412 58800 x x
COMMON
CONCORD CAMERA CORP 206156101 24763 450230 x x
COMMON
CONCURRENT COMPUTER CORP 206710204 9582 755270 x x
COMMON
CONEXANT SYSTEMS INC 207142100 468 6589 x x
COMMON
COPART INC 217204106 9163 523620 x x
COMMON
COPPER MTN NETWORKS INC 217510106 77499 945830 x x
COMMON
CORIXA CORP 21887F100 10993 266500 x x
COMMON
CORNING INC 219350105 7959 41028 x x
COMMON
CORSAIR COMMUNICATIONS I 220406102 903 47200 x x
COMMON
CORVAS INTL INC 221005101 809 73500 x x
COMMON
CREDENCE SYS CORP 225302108 38773 309872 x x
COMMON
CUBIST PHARMACEUTICALS I 229678107 24770 591520 x x
COMMON
CYBEROPTICS CORP 232517102 501 11800 x x
COMMON
CYLINK CORP 232565101 889 61300 x x
COMMON
CYSIVE INC 23281T108 16159 235900 x x
COMMON
CYTYC CORP 232946103 31484 652520 x x
COMMON
DSP GROUP INC 23332B106 35983 545190 x x
COMMON
DATA CRITICAL CORP DEL 237622105 436 30200 x x
COMMON
DAVOX CORP 239208101 973 36390 x x
COMMON
DELL COMPUTER CORP 247025109 539 10000 x x
COMMON
DIAMOND TECHNOLOGY PARTN 252762109 20239 307825 x x
CL A
DIANON SYS INC 252826102 568 27600 x x
COMMON
DIEBOLD INC 253651103 275 10000 x x
COMMON
DIGENE CORP 253752109 15088 328000 x x
COMMON
DIGEX INC DEL 253756100 69870 629818 x x
CL A
DIGITAL LIGHTWAVE INC 253855100 19313 309940 x x
COMMON
DIGITALTHINK INC 25388M100 1379 35000 x x
COMMON
DITECH COMMUNICATIONS CO 25500M103 36261 341880 x x
COMMON
DOCUMENTUM INC 256159104 25848 331380 x x
COMMON
DONALDSON LUFKIN & JENRE 257661504 333 25000 x x
COM DLJDIRECT
DYCOM INDS INC 267475101 10238 210000 x x
COMMON
E M C CORP MASS 268648102 8577 68074 x x
COMMON
EP MEDSYSTEMS INC 26881P103 472 77900 x x
COMMON
E-TEK DYNAMICS INC 269240107 57090 242680 x x
COMMON
EAGLE PAC INDS INC 269719100 551 37700 x x
COMMON
ECHOSTAR COMMUNICATIONS 278762109 18497 234138 x x
CL A
EFFICIENT NETWORKS INC 282056100 15144 97231 x x
COMMON
EGAIN COMMUNICATIONS 28225C103 11709 300230 x x
COMMON
ELANTEC SEMICONDUCTOR IN 284155108 20649 280700 x x
COMMON
ELECTRIC LIGHTWAVE INC 284895109 1253 52500 x x
CL A
ELECTROGLAS INC 285324109 4966 145000 x x
COMMON
EMULEX CORP 292475209 45448 416474 x x
COM NEW
ENDOCARE INC 29264P104 1037 54200 x x
COMMON
ENZON INC 293904108 16260 431433 x x
COMMON
ERICSSON L M TEL CO 294821400 1922 20490 x x
DEPOSITORY RECEI
EVOLVING SYS INC 30049R100 546 57500 x x
COMMON
EXCHANGE APPLICATIONS 300867108 12045 227600 x x
COMMON
EXODUS COMMUNICATIONS IN 302088109 59759 425332 x x
COMMON
EXTENSITY INC 302255104 6602 137540 x x
COMMON
FEI CO 30241L109 873 29100 x x
COMMON
FAIRMARKET INC 305158107 2275 100000 x x
COMMON
FORRESTER RESH INC 346563109 8951 165000 x x
COMMON
FUSION MED TECHNOLOGIES 361128101 449 23000 x x
COMMON
GADZOOKS INC 362553109 878 40500 x x
COMMON
GASONICS INTL CORP 367278108 1511 38100 x x
COMMON
GENENTECH INC 368710406 10463 68836 x x
COM NEW
GENERAL MAGIC INC 370253106 313 35000 x x
COMMON
GENSET SA 37244T104 2644 81385 x x
DEPOSITORY RECEI
GENTNER COMMUNICATIONS C 37245J105 1347 66500 x x
COMMON
GENUS INC 372461103 1086 78300 x x
COMMON
GENZYME TRANSGENICS CORP 37246E105 7017 350830 x x
COMMON
GETTHERE COM INC 374266104 4465 290400 x x
COMMON
GLOBESPAN INC 379571102 73307 719133 x x
COMMON
GLOBIX CORP 37957F101 11516 302060 x x
COMMON
GLOBO CABO S A 37957X102 1212 64635 x x
DEPOSITORY RECEI
HARLEY DAVIDSON INC 412822108 9 115 x x
COMMON
HEARME 421903105 1 40 x x
COMMON
HELIX TECHNOLOGY CORP 423319102 22617 376560 x x
COMMON
HOME DEPOT INC 437076102 8620 133640 x x
COMMON
HOT TOPIC INC 441339108 599 17100 x x
COMMON
HOTJOBS COM INC 441474103 5316 210530 x x
COMMON
ICG COMMUNICATIONS INC 449246107 361 10000 x x
COMMON
ISS GROUP INC 450306105 369 3167 x x
COMMON
IBIS TECHNOLOGY CORP 450909106 19949 221660 x x
COMMON
ICICI BK LTD 45104G104 293 20000 x x
DEPOSITORY RECEI
IMCLONE SYS INC 45245W109 13497 175570 x x
COMMON
IMPERIAL BANCORP 452556103 2895 93400 x x
COMMON
IN FOCUS SYS INC 452919103 19665 549120 x x
COMMON
INFORMATICA CORP 45666Q102 348 4532 x x
COMMON
INFORMATION RESOURCE ENG 45675F303 629 17345 x x
COM PAR $0.01
INFORMIX CORP 456779107 339 20000 x x
COMMON
INFOSYS TECHNOLOGIES LTD 456788108 1089 5640 x x
DEPOSITORY RECEI
INKTOMI CORP 457277101 1432 7344 x x
COMMON
INSILICON CORP 45769H108 1186 75000 x x
COMMON
INTASYS CORP 45809M109 262 36000 x x
COMMON
INTEGRATED SILICON SOLUT 45812P107 21644 738390 x x
COMMON
INTEL CORP 458140100 11416 86523 x x
COMMON
INTEGRATED INFORMATION S 45817B103 10192 467600 x x
COMMON
INTERCEPT GROUP INC 45845L107 765 29700 x x
COMMON
INTERLINK ELECTRS 458751104 12799 134200 x x
COMMON
INTERMEDIA COMMUNICATION 458801107 372 7700 x x
COMMON
INTERNAP NETWORK SVCS CO 45885A102 3696 80340 x x
COMMON
INTERNET CAP GROUP INC 46059C106 2 20 x x
COMMON
INTERNET PICTURES CORP 46059S101 18075 532596 x x
COMMON
INTRANET SOLUTIONS INC 460939309 16404 356600 x x
COM NEW
INTERVU INC 46114R106 6293 69920 x x
COMMON
ION NETWORKS INC 46205P100 2078 61800 x x
COMMON
I2 TECHNOLOGIES INC 465754109 4555 37297 x x
COMMON
IVAX CORP 465823102 315 11550 x x
COMMON
JDS UNIPHASE CORP 46612J101 19538 162056 x x
COMMON
JABIL CIRCUIT INC 466313103 154 3550 x x
COMMON
JAZZTEL P L C 47214R152 1697 20965 x x
DEPOSITORY RECEI
JONES PHARMA INC 480236108 12076 397577 x x
COMMON
JUNIPER NETWORKS INC 48203R104 21167 80313 x x
COMMON
KEMET CORP 488360108 35244 557225 x x
COMMON
KEY ENERGY SVCS INC 492914106 1607 138950 x x
COMMON
KEYNOTE SYS INC 493308100 33733 329910 x x
COMMON
KOPIN CORP 500600101 41964 610380 x x
COMMON
LCC INTERNATIONAL INC 501810105 305 7700 x x
CL A
LSI LOGIC CORP 502161102 13 180 x x
COMMON
LTX CORP 502392103 36873 816010 x x
COMMON
LAM RESEARCH CORP 512807108 338 7497 x x
COMMON
LEARNING TREE INTL INC 522015106 16426 462700 x x
COMMON
LEXMARK INTL GROUP INC 529771107 7 70 x x
CL A
L90 INC 539441105 10697 563010 x x
COMMON
LORONIX INFORMATION SYST 544183106 1354 37300 x x
COMMON
LUMINANT WORLDWIDE CORP 550260103 7062 424800 x x
COMMON
MACROVISION CORP 555904101 105955 1230250 x x
COMMON
MAPINFO CORP 565105103 1377 35300 x x
COMMON
MASTEC INC 576323109 15980 179548 x x
COMMON
MAXTOR CORP 577729205 323 25000 x x
COM NEW
MAXIM PHARMACEUTICALS IN 57772M107 8148 173600 x x
COMMON
MAXWELL TECHNOLOGIES INC 577767106 550 40000 x x
COMMON
MAVERICK TUBE CORP 577914104 781 24070 x x
COMMON
MEASUREMENT SPECIALTIES 583421102 918 36280 x x
COMMON
MEDAREX INC 583916101 5176 103000 x x
COMMON
MEDIMMUNE INC 584699102 103128 592264 x x
COMMON
MELTRONIX INC 585730104 591 150000 x x
COMMON
MERCATOR SOFTWARE INC 587587106 22050 265460 x x
COMMON
MERCURY COMPUTER SYS 589378108 25102 513600 x x
COMMON
MERCURY INTERACTIVE CORP 589405109 102424 1292419 x x
COMMON
METACREATIONS CORP 591016100 213 10000 x x
COMMON
METROCALL INC 591647102 100 10000 x x
COMMON
MICREL INC 594793101 63370 660100 x x
COMMON
MICROSOFT CORP 594918104 1072 10090 x x
COMMON
MICROSOFT CORP 594918104 3188 30000 x x
CALL OPT APR 10
MICROMUSE INC 595094103 36885 265716 x x
COMMON
MICRON TECHNOLOGY INC 595112103 947 7517 x x
COMMON
MICROSEMI CORP 595137100 644 18800 x x
COMMON
MILLENNIUM PHARMACEUTICA 599902103 9202 70850 x x
COMMON
MILLIPORE CORP 601073109 5644 100000 x x
COMMON
MISSION CRITICAL SOFTWAR 605047109 13636 223090 x x
COMMON
MODEM MEDIA POPPE TYSON 607533106 12589 388840 x x
CL A
MOLECULAR DEVICES CORP 60851C107 15477 201650 x x
COMMON
MONTANA POWER CO 612085100 54912 858000 x x
COMMON
MOTOROLA INC 620076109 8691 59524 x x
COMMON
MYRIAD GENETICS INC 62855J104 5256 87240 x x
COMMON
NDS GROUP PLC 628891103 2479 35165 x x
DEPOSITORY RECEI
NANOMETRICS INC 630077105 11944 245000 x x
COMMON
NASDAQ 100 TR 631100104 18626 170100 x x
UNIT SER 1
NATURAL MICROSYSTEMS COR 638882100 16070 187400 x x
COMMON
NETEGRITY INC 64110P107 521 7600 x x
COMMON
NETOPIA INC 64114K104 24621 342250 x x
COMMON
NETSOLVE INC 64115J106 690 21400 x x
COMMON
NETRATINGS INC 64116M108 3800 152400 x x
COMMON
NETWORK APPLIANCE INC 64120L104 5579 67416 x x
COMMON
NETWORK PERIPHERALS INC 64121R100 4157 117100 x x
COMMON
NETZEE INC 64122W108 202 13600 x x
COMMON
NEXTEL COMMUNICATIONS IN 65332V103 11809 79657 x x
CL A
NEXTLINK COMMUNICATIONS 65333H707 127163 1028102 x x
CL A
NOKIA CORP 654902204 19990 90045 x x
DEPOSITORY RECEI
NORTEL NETWORKS CORP NEW 656568102 1324 10500 x x
COMMON
OSI PHARMACEUTICALS INC 671040103 770 39500 x x
COMMON
OCEAN ENERGY INC TEX 67481E106 5438 378300 x x
COMMON
OPTIMAL ROBOTICS CORP 68388R208 1203 25600 x x
CL A NEW
OPTIO SOFTWARE INC 68389J106 379 30000 x x
COMMON
ORACLE CORP 68389X105 9084 116362 x x
COMMON
PC-TEL INC 69325Q105 22739 302185 x x
COMMON
PMC-SIERRA INC 69344F106 9000 44187 x x
COMMON
PSW TECHNOLOGIES INC 69364J103 13702 344710 x x
COMMON
PACKETEER INC 695210104 4932 140920 x x
COMMON
PARLEX CORP 701630105 880 28848 x x
COMMON
PATINA OIL & GAS CORP 703224105 585 43100 x x
COMMON
PATTERSON ENERGY INC 703414102 3731 117500 x x
COMMON
PEGASUS COMMUNICATIONS C 705904100 16516 117340 x x
CL A
PEREGRINE SYSTEMS INC 71366Q101 54367 810686 x x
COMMON
PERFORMANCE TECHNOLOGIES 71376K102 3909 90000 x x
COMMON
PERICOM SEMICONDUCTOR CO 713831105 8834 247550 x x
COMMON
PHARMACEUTICAL PROD DEV 717124101 737 43500 x x
COMMON
PHARMACOPEIA INC 71713B104 15857 323620 x x
COMMON
PHOTON DYNAMICS INC 719364101 21329 309120 x x
COMMON
PICTURETEL CORP 720035302 306 35000 x x
COM NEW
PIER 1 IMPORTS INC 720279108 10265 1001500 x x
COMMON
PILOT NETWORK SVCS INC 721596104 20750 627600 x x
COMMON
PINNACLE HLDGS INC 72346N101 20762 386263 x x
COMMON
PINNACLE SYS INC 723481107 25010 752180 x x
COMMON
PLANAR SYS INC 726900103 1003 85400 x x
COMMON
POLYCOM INC 73172K104 22456 283580 x x
COMMON
POLYMEDICA CORP 731738100 14003 238347 x x
COMMON
POWER INTEGRATIONS INC 739276103 16866 674640 x x
COMMON
POWERWAVE TECHNOLOGIES I 739363109 36895 295160 x x
COMMON
POWERTEL INC 73936C109 17938 259260 x x
COMMON
PRICELINE COM INC 741503106 3 35 x x
COMMON
PRIMUS KNOWLEDGE SOLUTIO 74163Q100 13952 162230 x x
COMMON
PRIMA ENERGY CORP 741901201 535 19800 x x
COM PAR $0.015
PROGENICS PHARMACEUTICAL 743187106 15813 225900 x x
COMMON
PROJECT SOFTWARE & DEV I 74339P101 11599 205290 x x
COMMON
PROSOFTTRAINING COM INC 743477101 2238 99200 x x
COMMON
QLOGIC CORP 747277101 29106 214802 x x
COMMON
QUANTA SVCS INC 74762E102 10954 180500 x x
COMMON
QUEST SOFTWARE INC 74834T103 8546 75800 x x
COMMON
QUIDEL CORP 74838J101 175 25000 x x
COMMON
R & B FALCON CORP 74912E101 492 25000 x x
COMMON
RF MONOLITHICS INC 74955F106 839 55900 x x
COMMON
RF MICRODEVICES INC 749941100 82851 616569 x x
COMMON
RADIANT SYSTEMS INC 75025N102 1463 23270 x x
COMMON
RAINBOW TECHNOLOGIES INC 750862104 1260 33700 x x
COMMON
RARE MEDIUM GROUP INC 75382N109 10286 233100 x x
COMMON
RATIONAL SOFTWARE CORP 75409P202 344 4496 x x
COM NEW
REDBACK NETWORKS INC 757209101 580 1934 x x
COMMON
REMEC INC 759543101 8817 174600 x x
COMMON
REMEDY CORP 759548100 14967 355300 x x
COMMON
RESMED INC 761152107 6502 91100 x x
COMMON
CBOE NASDAQ 100 INDEX 76899W9P0 40680 10000 x x
PUT OPT APR 420
ROBOTIC VISION SYS INC 771074101 13682 855130 x x
COMMON
SDL INC 784076101 111148 522130 x x
COMMON
SPDR TR 78462F103 7519 50000 x x
UNIT SER 1
SAGENT TECHNOLOGY INC 786693101 11595 402430 x x
COMMON
SANDISK CORP 80004C101 672 5482 x x
COMMON
SANMINA CORP 800907107 379 5606 x x
COMMON
SAPIENT CORP 803062108 49 583 x x
COMMON
SATYAM INFOWAY LTD 804099109 585 10910 x x
DEPOSITORY RECEI
SAWTEK INC 805468105 133 2532 x x
COMMON
SCANSOURCE INC 806037107 846 23820 x x
COMMON
SCIENT CORP 80864H109 44182 487195 x x
COMMON
SCIENTIFIC ATLANTA INC 808655104 473 7486 x x
COMMON
SEACHANGE INTL INC 811699107 1294 21000 x x
COMMON
SEMTECH CORP 816850101 24834 387660 x x
COMMON
SHAW GROUP INC 820280105 3014 85500 x x
COMMON
SIEBEL SYS INC 826170102 6311 52841 x x
COMMON
SIERRA WIRELESS INC 826516106 406 5890 x x
COMMON
SIGMA DESIGNS INC 826565103 472 62900 x x
COMMON
SILICON LABORATORIES INC 826919102 34648 391500 x x
COMMON
SILICON GRAPHICS INC 827056102 1056 100000 x x
COMMON
SILICON STORAGE TECHNOLO 827057100 393 5323 x x
COMMON
SILVERSTREAM SOFTWARE IN 827907106 12139 164320 x x
COMMON
SKILLSOFT CORP 83066P101 2069 71200 x x
COMMON
SONIC SOLUTIONS 835460106 453 49000 x x
COMMON
SOURCE INFORMATION MGMT 836151209 525 30000 x x
COM NEW
SPECTRALINK CORP 847580107 775 43080 x x
COMMON
SPECTRUM CTL INC 847615101 311 27000 x x
COMMON
SPRINT CORP 852061506 8188 125000 x x
PCS COM SER 1
STARTEK INC 85569C107 5443 73800 x x
COMMON
STERICYCLE INC 858912108 500 20000 x x
COMMON
STMICROELECTRONICS N V 861012102 16956 90584 x x
COMMON
SUN MICROSYSTEMS INC 866810104 10441 111422 x x
COMMON
SUPERIOR ENERGY SVCS INC 868157108 692 71000 x x
COMMON
SYMANTEC CORP 871503108 68645 913740 x x
COMMON
SYMIX SYS INC 871535100 930 46500 x x
COMMON
TANNING TECHNOLOGY CORP 87588P101 9682 224840 x x
COMMON
TECHNE CORP 878377100 19281 279442 x x
COMMON
TELAXIS COMMUNICATIONS C 879202109 14448 240370 x x
COMMON
TELCOM SEMICONDUCTOR INC 87921P107 10043 332000 x x
COMMON
TELEFONOS DE MEXICO S A 879403400 309 90000 x x
DEPOSITORY RECEI
TELESCAN INC 879516102 706 29900 x x
COMMON
TELETECH HOLDINGS INC 879939106 184 5339 x x
COMMON
TEVA PHARMACEUTICAL INDS 881624209 232 6209 x x
DEPOSITORY RECEI
TEXAS INSTRS INC 882508104 8240 51500 x x
COMMON
THERMA-WAVE INC 88343A108 13127 386100 x x
COMMON
THREE FIVE SYS INC 88554L108 1608 26799 x x
COMMON
TIBCO SOFTWARE INC 88632Q103 17871 219276 x x
COMMON
TIFFANY & CO NEW 886547108 109 1304 x x
COMMON
TITAN PHARMACEUTICALS IN 888314101 9058 292200 x x
COMMON
TOLLGRADE COMMUNICATIONS 889542106 1114 21014 x x
COMMON
TRANSWITCH CORP 894065101 0 4 x x
COMMON
TRINTECH GROUP PLC 896682101 1065 27300 x x
DEPOSITORY RECEI
TRIQUINT SEMICONDUCTOR I 89674K103 18783 255556 x x
COMMON
TUMBLEWEED COMMUNICATION 899690101 60611 519430 x x
COMMON
II VI INC 902104108 654 17200 x x
COMMON
U S INTERACTIVE INC 90334M109 1430 40000 x x
COMMON
UTI ENERGY CORP 903387108 688 18230 x x
COMMON
UNITED PAN-EUROPE COMMUN 911300200 1760 35520 x x
DEPOSITORY RECEI
UNIVERSAL ELECTRS INC 913483103 936 38600 x x
COMMON
UNIVISION COMMUNICATIONS 914906102 66501 588502 x x
CL A
UROLOGIX INC 917273104 1094 125900 x x
COMMON
VALENCE TECHNOLOGY INC 918914102 10370 440120 x x
COMMON
VALUEVISION INTL INC 92047K107 20022 483910 x x
CL A
VARIAN INC 922206107 20787 541680 x x
COMMON
VARIAN MED SYS INC 92220P105 8388 183850 x x
COMMON
VENTRO CORP 922815105 4450 78584 x x
COMMON
VERITAS SOFTWARE CO 923436109 19266 147072 x x
COMMON
VERITY INC 92343C106 18449 452740 x x
COMMON
VIASAT INC 92552V100 7416 103000 x x
COMMON
VIASYSTEMS GROUP INC 92553H100 3410 220000 x x
COMMON
VICAL INC 925602104 6368 190085 x x
COMMON
VINTAGE PETE INC 927460105 2013 100000 x x
COMMON
VITESSE SEMICONDUCTOR CO 928497106 428 4450 x x
COMMON
VITRIA TECHNOLOGY 92849Q104 20627 204604 x x
COMMON
VODAFONE AIRTOUCH PLC 92857T107 13 225 x x
DEPOSITORY RECEI
VOICESTREAM WIRELESS COR 928615103 101923 791250 x x
COMMON
WI-LAN INC 928972108 1934 46420 x x
COMMON
WARNER CHILCOTT PLC 934435207 1122 69600 x x
DEPOSITORY RECEI
WATCHGUARD TECHNOLOGIES 941105108 20701 230010 x x
COMMON
WAVECOM S A 943531103 3945 34605 x x
DEPOSITORY RECEI
WEBTRENDS CORP 94844D104 213 2952 x x
COMMON
WESTELL TECHNOLOGIES INC 957541105 24831 779020 x x
CL A
XETA TECHNOLOGIES INC 983909102 1400 30760 x x
COMMON
XILINX INC 983919101 20 240 x x
COMMON
YAHOO INC 984332106 857 5000 x x
COMMON
XICOR INC 984903104 8770 620880 x x
COMMON
ZORAN CORP 98975F101 28681 509310 x x
COMMON
ZOLL MED CORP 989922109 21931 427920 x x
COMMON
ZOMAX INC MINN 989929104 27457 455720 x x
COMMON
CHINA COM CORP G2108N109 1415 17470 x x
CL A
MIH LTD G6116R101 1570 25745 x x
CL A
OPENTV CORP G67543101 1632 13785 x x
CL A
AUDIOCODES LTD M15342104 19863 197890 x x
ORD
BREEZECOM LTD M20385106 1869 50000 x x
ORD
CHECK POINT SOFTWARE TEC M22465104 56120 328070 x x
ORD
COMMTOUCH SOFTWARE LTD M25596103 29874 634770 x x
ORD
ECTEL LTD M29925100 9071 456380 x x
ORD
M SYS FLASH DISK PIONEER M7061C100 28909 545450 x x
ORD
OPTIBASE LTD M7524R108 354 14900 x x
ORD
ORCKIT COMMUNICATIONS LT M7531S107 24725 369030 x x
COMMON
POINT OF SALE LTD M7945W108 1091 51970 x x
ORD
RADCOM LTD M81865103 1692 127700 x x
ORD
RADVISION LTD M81869105 6887 131490 x x
ORD
RADWARE LTD M81873107 20652 532960 x x
ORD
TTI TEAM TELECOM INTL LT M88258104 1927 58400 x x
ORD
ASM LITHOGRAPHY HLDG N V N07059111 2302 20600 x x
DEPOSITORY RECEI
CORE LABORATORIES N V N22717107 2906 100000 x x
COMMON
KPNQWEST N V N50919104 1490 27465 x x
CL C
QIAGEN N V N72482107 1513 11125 x x
ORD
FLEXTRONICS INTL LTD Y2573F102 54279 770600 x x
ORD
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