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, 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: Strong Capital Management, Inc.
Address: 100 Heritage Reserve
P.O. Box 2936
Milwaukee, WI 53201
13F File Number: 28-1202
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: Elizabeth N. Cohernour
Title: Senior Vice President
Phone: 414-359-3371
Signature, Place, and Date of Signing:
/s/Elizabeth N. Cohernour
Menomonee Falls, Wisconsin
July 28, 2000
Report Type (Check only one):
[ ] 13F HOLDINGS REPORT
[ ] 13F NOTICE
[X ] 13F COMBINATION REPORT
I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934.
<PAGE>
FORM 13F SUMMARY PAGE
Report Summary
Number of Other Included Managers: 2
Form 13F Information Table Entry Total: 1,076
Form 13F Information Table Value Total: 22,869,732
List of Other Included Managers:
No. 13F File Number Name
01 28-1152 Schafer Capital Management
02 None Flint Prairie, L.L.C.
<PAGE>
<TABLE>
<CAPTION>
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
ADC TELECOMMUNICATIONS INC COMMON 000886101 105673 1259887 SH DEFINED 981523 0 278364
ABM INDUSTRIES INC COMMON 000957100 2852 124000 SH SOLE 109500 0 14500
AGCO CORPORATION COMMON 001084102 12074 985600 SH SOLE 621900 0 363700
THE AES CORPORATION COMMON 00130H105 1825 40000 SH SOLE 40000 0 0
AK STEEL HOLDING CORPORATION COMMON 001547108 8739 1092400 SH DEFINED 407100 0 685300
AMB PROPERTY CORPORATION COMMON 00163T109 1093 47900 SH SOLE 32400 0 15500
AMFM INC COMMON 001693100 6163 89325 SH DEFINED 02 67025 0 22300
AT & T CORPORATION COMMON 001957109 29299 926456 SH DEFINED 02 837975 0 88481
AT&T CORP-LIBERTY MEDIA GROUP COMMON 001957208 115043 4744050 SH DEFINED 4674050 0 70000
AT&T WIRELESS GROUP COMMON 001957406 558 20000 SH DEFINED 20000 0 0
ATS MEDICAL INC COMMON 002083103 7228 494200 SH DEFINED 219400 0 274800
AVX CORPORATION COMMON 002444107 43324 1888780 SH DEFINED 1765400 0 123380
AXA FINANCIAL INC COMMON 002451102 454 13350 SH SOLE 2125 0 11225
ABBOTT LABORATORIES COMMON 002824100 44112 989900 SH DEFINED 589700 0 400200
ABERCROMBIE & FITCH COMPANY CL COMMON 002896207 18769 1540000 SH SOLE 1540000 0 0
ABGENIX INC COMMON 00339B107 8474 70700 SH DEFINED 02 70700 0 0
ACNIELSEN CORPORATION COMMON 004833109 14005 636600 SH SOLE 297300 0 339300
ACTION PERFORMANCE COMPANIES I COMMON 004933107 9279 1279800 SH DEFINED 02 1018425 0 261375
ACTEL CORPORATION COMMON 004934105 2683 58800 SH SOLE 1300 0 57500
ACTIVE SOFTWARE INC COMMON 00504E100 1049 13500 SH SOLE 13500 0 0
ACXIOM CORPORATION COMMON 005125109 15560 571000 SH DEFINED 02 571000 0 0
ADECCO SA-ADR COMMON 006754105 361 3400 SH SOLE 3400 0 0
ADELPHIA BUS SOLUTIONS INC COMMON 006847107 6902 297643 SH SOLE 207022 0 90621
ADELPHIA COMMUNICATIONS-CL A COMMON 006848105 830 17710 SH SOLE 6425 0 11285
ADOBE SYSTEMS INC COMMON 00724F101 4758 36600 SH DEFINED 02 35200 0 1400
ADVANCED DIGITAL INFO CORP COMMON 007525108 129 8100 SH SOLE 8100 0 0
ADVANCED FIBRE COMMUNICATIONS COMMON 00754A105 8143 179700 SH DEFINED 46900 0 132800
ADVANCED RADIO TELECOM CORP COMMON 00754U101 15336 1048600 SH SOLE 602200 0 446400
ADVANCED NEUROMODULATION SYSTE COMMON 00757T101 5025 300000 SH SOLE 300000 0 0
AEROFLEX INCORPORATED COMMON 007768104 11229 226000 SH SOLE 0 0 226000
ADVANCED MICRO DEVICES INC COMMON 007903107 6906 89400 SH DEFINED 68800 0 20600
ADVENT SOFTWARE INC COMMON 007974108 11813 183150 SH DEFINED 20700 0 162450
AETHER SYSTEMS INC COMMON 00808V105 492 2400 SH SOLE 2400 0 0
AETNA INC COMMON 008117103 17645 274900 SH DEFINED 02 137500 0 137400
AFFYMETRIX INC COMMON 00826T108 15274 92500 SH DEFINED 02 78900 0 13600
AGILENT TECHNOLOGIES INC COMMON 00846U101 3946 53507 SH DEFINED 02 45735 0 7772
AGRIUM INC COMMON 008916108 8130 942600 SH SOLE 423200 0 519400
AIR PRODUCTS & CHEMICALS INC COMMON 009158106 47559 1543500 SH DEFINED 1445000 0 98500
AIRGATE PCS INC COMMON 009367103 5561 105800 SH SOLE 2400 0 103400
AKAMAI TECHNOLOGIES COMMON 00971T101 13654 115000 SH SOLE 115000 0 0
ALASKA AIR GROUP INC COMMON 011659109 3827 141100 SH SOLE 75000 0 66100
ALBERTSONS INC COMMON 013104104 64046 1926200 SH DEFINED 1792700 0 133500
ALCOA INC COMMON 013817101 4143 142875 SH DEFINED 133425 0 9450
ALEXION PHARMACEUTICALS INC COMMON 015351109 2581 36100 SH SOLE 0 0 36100
ALKERMES INC COMMON 01642T108 21645 459300 SH SOLE 199900 0 259400
ALLERGAN INC COMMON 018490102 44775 601000 SH DEFINED 421600 0 179400
ALLIED HEALTHCARE PRODUCTS INC COMMON 019222108 479 142000 SH SOLE 124800 0 17200
ALLMERICA FINANCIAL CORP COMMON 019754100 19143 365500 SH SOLE 211000 0 154500
ALLOY ONLINE INC COMMON 019855105 2931 260500 SH DEFINED 0 0 260500
THE ALLSTATE CORPORATION COMMON 020002101 58916 2647900 SH DEFINED 2503700 0 144200
ALLTEL CORPORATION COMMON 020039103 25811 416725 SH DEFINED 01 02 399550 0 17175
ALPHA INDUSTRIES INC COMMON 020753109 13029 295700 SH DEFINED 38000 0 257700
<PAGE>
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
ALTERA CORPORATION COMMON 021441100 59175 580500 SH SOLE 394900 0 185600
ALTEON WEBSYSTEMS INC COMMON 02145A109 2091 20900 SH DEFINED 02 1100 0 19800
ALTERRA HEALTHCARE CORP COMMON 02146C104 3 1300 SH DEFINED 0 0 1300
ALZA CORPORATION COMMON 022615108 126545 2140300 SH DEFINED 01 1789300 0 351000
AMAZON.COM INC COMMON 023135106 1016 27975 SH DEFINED 02 25000 0 2975
AMBAC FINANCIAL GROUP INC COMMON 023139108 1332 24300 SH SOLE 15800 0 8500
AMERADA HESS CORPORATION COMMON 023551104 4928 79800 SH DEFINED 38800 0 41000
AMERICA ONLINE INC COMMON 02364J104 50207 951785 SH DEFINED 02 941730 0 10055
AMERICAN EXPRESS COMPANY COMMON 025816109 51321 984575 SH DEFINED 691450 0 293125
AMERICAN HOME PRODUCTS CORPORA COMMON 026609107 31819 541600 SH DEFINED 01 02 525900 0 15700
AMERICAN INTERNATIONAL GROUP I COMMON 026874107 173163 1473730 SH DEFINED 1192554 0 281176
AMERICAN POWER CONVERSION CORP COMMON 029066107 95971 2351500 SH DEFINED 1918100 0 433400
AMERICAN TOWER CORPORATION CL COMMON 029912201 14228 341300 SH DEFINED 02 256600 0 84700
AMERICAN SUPERCONDUCTOR CORP COMMON 030111108 7382 153000 SH SOLE 0 0 153000
AMERISOURCE HEALTH CORP CLASS COMMON 03071P102 9827 317000 SH SOLE 148000 0 169000
AMES DEPARTMENT STORES INC COMMON 030789507 97 12500 SH SOLE 12500 0 0
AMGEN INC COMMON 031162100 71507 1017895 SH DEFINED 821595 0 196300
AMPHENOL CORPORATION-CLASS A COMMON 032095101 338 5100 SH DEFINED 02 2900 0 2200
ANADARKO PETROLEUM CORPORATION COMMON 032511107 102459 2077740 SH DEFINED 02 1732175 0 345565
ANALOG DEVICES INC COMMON 032654105 16857 221800 SH SOLE 166400 0 55400
ANAREN MICROWAVE INC COMMON 032744104 11083 84450 SH DEFINED 14100 0 70350
ANDREW CORPORATION COMMON 034425108 33801 1007100 SH DEFINED 02 752400 0 254700
ANHEUSER-BUSCH COMPANIES INC COMMON 035229103 54981 736150 SH DEFINED 539300 0 196850
ANIXTER INTERNATIONAL INC COMMON 035290105 236 8900 SH SOLE 8900 0 0
ANNTAYLOR STORES CORPORATION COMMON 036115103 6016 181600 SH SOLE 95500 0 86100
AON CORPORATION COMMON 037389103 130 4200 SH SOLE 4200 0 0
APACHE CORPORATION COMMON 037411105 149519 2542300 SH DEFINED 2141125 0 401175
APARTMENT INVESTMENT & MGMT CO COMMON 03748R101 25902 598900 SH SOLE 550800 0 48100
APOLLO GROUP INC CLASS A COMMON 037604105 15218 543500 SH SOLE 505000 0 38500
APPLE COMPUTER INC COMMON 037833100 63 1200 SH SOLE 0 0 1200
APRIA HEALTHCARE GROUP INC COMMON 037933108 4204 343200 SH SOLE 180000 0 163200
APPLIED MATERIALS INC COMMON 038222105 116089 1280987 SH DEFINED 02 1072780 0 208207
APPLIED POWER INC COMMON 038225108 4358 130075 SH DEFINED 02 114825 0 15250
APPLIED MICRO CIRCUITS CORPORA COMMON 03822W109 130135 1317825 SH DEFINED 02 1045500 0 272325
APTARGROUP INC COMMON 038336103 12096 448000 SH DEFINED 311100 0 136900
ARCHSTONE COMMUNITIES TRUST COMMON 039581103 6740 320000 SH SOLE 320000 0 0
ARIBA INC COMMON 04033V104 11275 115000 SH SOLE 96000 0 19000
ARMOR HOLDINGS INC COMMON 042260109 2270 174600 SH DEFINED 02 145900 0 28700
ARROW ELECTRONICS INC COMMON 042735100 1062 34250 SH DEFINED 01 15900 0 18350
ART TECHNOLOGY GROUP INC COMMON 04289L107 14000 138700 SH DEFINED 45600 0 93100
ARTESYN TECHNOLOGIES COMMON 043127109 19049 684900 SH DEFINED 253900 0 431000
ARTHOCARE CORPORATION COMMON 043136100 3783 71050 SH DEFINED 16800 0 54250
ASIAINFO HOLDINGS INC COMMON 04518A104 626 14000 SH SOLE 14000 0 0
ASSOCIATES FIRST CAPITAL CORPO COMMON 046008108 4006 179523 SH DEFINED 02 163348 0 16175
ATMEL CORPORATION COMMON 049513104 4642 125875 SH DEFINED 02 84425 0 41450
ATWOOD OCEANICS INC COMMON 050095108 4401 98900 SH SOLE 50500 0 48400
AUTHENTIC HOMES CORPORATION COMMON 052662103 0 10000 SH DEFINED 0 0 10000
AUTODESK INC COMMON 052769106 22373 645000 SH SOLE 645000 0 0
AUTOMATIC DATA PROCESSING INC COMMON 053015103 1847 34475 SH SOLE 23825 0 10650
AVANEX CORPORATION COMMON 05348W109 53 550 SH DEFINED 02 550 0 0
AVERY DENNISON CORPORATION COMMON 053611109 557 8300 SH DEFINED 8300 0 0
AVNET INC COMMON 053807103 51441 868200 SH DEFINED 01 803100 0 65100
<PAGE>
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
AVON PRODUCTS INC COMMON 054303102 15838 355900 SH DEFINED 152400 0 203500
AWARE INC COMMON 05453N100 358 7000 SH DEFINED 02 4300 0 2700
AXIOHM TRANSACTION SOLUTIONS COMMON 054602107 0 12 SH SOLE 0 0 12
BB&T CORPORATION COMMON 054937107 19952 835700 SH SOLE 466100 0 369600
BJ SERVICES COMPANY COMMON 055482103 85668 1370695 SH DEFINED 02 1101895 0 268800
BP AMOCO PLC ADR COMMON 055622104 24248 428700 SH SOLE 428700 0 0
BMC SOFTWARE INC COMMON 055921100 91 2500 SH SOLE 0 0 2500
BAKER HUGHES INC COMMON 057224107 8509 265900 SH SOLE 95600 0 170300
BALLY TOTAL FITNESS HOLDING CO COMMON 05873K108 3591 141525 SH DEFINED 02 114800 0 26725
BANK OF AMERICA CORPORATION COMMON 060505104 49186 1143860 SH DEFINED 01 1059718 0 84142
THE BANK OF NEW YORK COMPANY I COMMON 064057102 62710 1348610 SH DEFINED 1061250 0 287360
BANK ONE CORPORATION COMMON 06423A103 1066 40140 SH SOLE 38965 0 1175
BARBEQUES GALORE LIMITED SPONS COMMON 067091108 3819 424300 SH SOLE 345500 0 78800
BARNES & NOBLE INC COMMON 067774109 24475 1100000 SH SOLE 1100000 0 0
BARNETT INC COMMON 068062108 779 76000 SH SOLE 66000 0 10000
BARR LABORATORIES INC COMMON 068306109 27 600 SH SOLE 600 0 0
BARRA INC COMMON 068313105 30 600 SH SOLE 600 0 0
BARRETT RESOURCES CORPORATION COMMON 068480201 35612 1170000 SH DEFINED 1170000 0 0
BAXTER INTERNATIONAL INC COMMON 071813109 2276 32375 SH SOLE 12125 0 20250
BEA SYSTEMS INC COMMON 073325102 38199 772670 SH DEFINED 531600 0 241070
BECKMAN COULTER INC COMMON 075811109 26526 454400 SH DEFINED 451600 0 2800
BECTON DICKINSON & COMPANY COMMON 075887109 1061 37000 SH DEFINED 37000 0 0
BELL ATLANTIC CORPORATION COMMON 077853109 13696 269539 SH DEFINED 256400 0 13139
BELL MICROPRODUCTS INC COMMON 078137106 276 15000 SH SOLE 10000 0 5000
BELLSOUTH CORPORATION COMMON 079860102 14109 331000 SH SOLE 330200 0 800
A H BELO CORPORATION SERIES A COMMON 080555105 18275 1055600 SH SOLE 620700 0 434900
BERKSHIRE HATHAWAY INC CLASS B COMMON 084670207 1823 1036 SH DEFINED 1036 0 0
BEST BUY COMPANY INC COMMON 086516101 29454 465680 SH DEFINED 02 386280 0 79400
BETHLEHEM STEEL CORPORATION COMMON 087509105 259 72700 SH SOLE 47700 0 25000
BIOGEN INC COMMON 090597105 12919 200300 SH DEFINED 02 200100 0 200
BIOVAIL CORPORATION INTERNATIO COMMON 09067J109 1109 20000 SH SOLE 20000 0 0
BLACK & DECKER CORPORATION COMMON 091797100 22801 580000 SH SOLE 580000 0 0
BLACK BOX CORPORATION COMMON 091826107 8521 107625 SH SOLE 62025 0 45600
BLOCKBUSTER INC -CLASS A COMMON 093679108 1796 185400 SH DEFINED 02 176800 0 8600
THE BOEING COMPANY COMMON 097023105 16813 402100 SH DEFINED 401900 0 200
BORDERS GROUP INC COMMON 099709107 21993 1413200 SH SOLE 810900 0 602300
BORG WARNER INC COMMON 099724106 18595 529400 SH DEFINED 01 302600 0 226800
BOWATER INC COMMON 102183100 97 2200 SH SOLE 2200 0 0
BRINKER INTERNATIONAL INC COMMON 109641100 12 400 SH SOLE 400 0 0
BRISTOL MYERS SQUIBB COMPANY COMMON 110122108 3745 64300 SH SOLE 64300 0 0
BRITISH AIRWAYS PLC ADR COMMON 110419306 40 700 SH SOLE 700 0 0
BRITISH TELECOM PLC ADR COMMON 111021408 26 200 SH SOLE 200 0 0
BROADBASE SOFTWARE INC COMMON 11130R100 2557 83500 SH SOLE 0 0 83500
BROADCOM CORPORATION COMMON 111320107 8512 38880 SH DEFINED 02 26800 0 12080
BROADVISION INC COMMON 111412102 87453 1721100 SH DEFINED 02 1319500 0 401600
BROADWING INC COMMON 111620100 22789 878607 SH DEFINED 02 870707 0 7900
BROCADE COMMUNICATIONS SYSTEMS COMMON 111621108 86297 470325 SH DEFINED 02 385700 0 84625
BROOKS AUTOMATION INC COMMON 11434A100 102 1600 SH SOLE 1600 0 0
BUCA INC COMMON 117769109 4470 286075 SH DEFINED 76200 0 209875
THE BUCKLE INC COMMON 118440106 3558 302800 SH SOLE 159000 0 143800
BURLINGTON INDUSTRIES INC COMMON 121693105 441 261600 SH SOLE 215000 0 46600
<PAGE>
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
BURLINGTON NORTHERN SANTA FE C COMMON 12189T104 2921 127353 SH DEFINED 02 85912 0 41441
BURLINGTON RESOURCES INC COMMON 122014103 164 4300 SH DEFINED 02 2800 0 1500
BURR BROWN CORPORATION COMMON 122574106 2419 27900 SH DEFINED 27900 0 0
BUSINESS OBJECTS SA COMMON 12328X107 8592 97500 SH SOLE 79000 0 18500
CBL & ASSOCIATES PROPERTIES COMMON 124830100 8264 331400 SH SOLE 132600 0 198800
CCB FINANCIAL CORPORATION COMMON 124875105 6727 181800 SH SOLE 80700 0 101100
C-CUBE MICROSYSTEMS INC COMMON 12501N108 247 12600 SH DEFINED 02 7300 0 5300
CDW COMPUTER CENTERS INC COMMON 125129106 16019 256300 SH SOLE 250000 0 6300
C H ROBINSON WORLDWIDE INC COMMON 12541W100 5168 104400 SH DEFINED 22425 0 81975
CIGNA CORPORATION COMMON 125509109 94963 1015650 SH DEFINED 02 965000 0 50650
CIT GROUP INC-CL A COMMON 125577106 338 20815 SH SOLE 0 0 20815
CMS ENERGY CORPORATION COMMON 125896100 133 6000 SH DEFINED 6000 0 0
CSK AUTO CORPORATION COMMON 125965103 1176 155500 SH SOLE 77000 0 78500
CNA FINANCIAL CORPORATION COMMON 126117100 602 17700 SH DEFINED 17700 0 0
CNF TRANSPORTATION INC COMMON 12612W104 14537 639000 SH DEFINED 513600 0 125400
CNET NETWORKS INC COMMON 12613R104 27878 1135000 SH DEFINED 1135000 0 0
CSG SYSTEMS INTERNATIONAL INC COMMON 126349109 7123 127050 SH DEFINED 02 22000 0 105050
CVS CORPORATION COMMON 126650100 1222 30550 SH SOLE 4650 0 25900
CABLE & WIRELESS PLC-ADR COMMON 126830207 4048 80856 SH DEFINED 65520 0 15336
CABLEVISION SYSTEMS-CL A COMMON 12686C109 20084 295900 SH DEFINED 160400 0 135500
CABLETRON SYSTEMS INC COMMON 126920107 1384 54800 SH DEFINED 02 3000 0 51800
CABOT CORPORATION COMMON 127055101 191 7000 SH DEFINED 7000 0 0
CABOT MICROELECTRONICS CORP COMMON 12709P103 2315 50600 SH SOLE 0 0 50600
CADENCE DESIGN SYSTEMS INC COMMON 127387108 1667 81800 SH DEFINED 01 37300 0 44500
CALGON CARBON CORP COMMON 129603106 1183 152700 SH SOLE 142000 0 10700
CALIFORNIA AMPLIFIER INC COMMON 129900106 11897 260050 SH DEFINED 02 63000 0 197050
CALLON PETROLEUM CORPORATION COMMON 13123X102 2340 157300 SH SOLE 31300 0 126000
CALPINE CORPORATION COMMON 131347106 12118 184300 SH DEFINED 02 149100 0 35200
CAMBREX CORPORATION COMMON 132011107 140 3100 SH SOLE 3100 0 0
CAMDEN PROPERTY TRUST COMMON 133131102 29 1000 SH SOLE 0 0 1000
CAMDEN PROPERTY TRUST CONV PFD CONVRT 133131201 143 5900 PRN DEFINED 3975 0 1925
CANADIAN NATIONAL RAILWAY COMP COMMON 136375102 1395 47800 SH DEFINED 01 22000 0 25800
CAPITAL ONE FINANCIAL CORPORAT COMMON 14040H105 11134 249500 SH SOLE 183000 0 66500
CARDINAL HEALTH INC COMMON 14149Y108 101884 1376812 SH DEFINED 02 1079450 0 297362
CARLISLE COMPANIES INC COMMON 142339100 27513 611400 SH DEFINED 607200 0 4200
CARNIVAL CORPORATION COMMON 143658102 150 7700 SH SOLE 6300 0 1400
CARRAMERICA REALTY CORPORATION COMMON 144418100 7913 298600 SH SOLE 208200 0 90400
CATERPILLAR INC COMMON 149123101 1579 46600 SH DEFINED 46600 0 0
CELL GENESYS INC COMMON 150921104 50 1800 SH SOLE 1800 0 0
CELERITEK INC COMMON 150926103 7628 186900 SH DEFINED 02 36800 0 150100
CELESTICA INC COMMON 15101Q108 27522 554600 SH SOLE 468100 0 86500
CELGENE CORP COMMON 151020104 18145 308200 SH SOLE 221600 0 86600
CENTRAL GARDEN & PET COMPANY COMMON 153527106 6486 723225 SH DEFINED 02 522849 0 200376
CENTRAL NEWSPAPERS INC-CL A COMMON 154647101 4649 73500 SH SOLE 37900 0 35600
CENTURYTEL INC COMMON 156700106 141 4900 SH SOLE 4900 0 0
CEPHALON INC COMMON 156708109 18112 302500 SH DEFINED 02 302500 0 0
CERIDIAN CORPORATION COMMON 15677T106 209 8700 SH DEFINED 02 5100 0 3600
<PAGE>
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
CERNER CORPORATION COMMON 156782104 4796 176000 SH SOLE 137000 0 39000
CHARTER ONE FINANCIAL INC COMMON 160903100 3974 172800 SH SOLE 93400 0 79400
CHARTER COMMUNICATIONS-CL A COMMON 16117M107 3 200 SH SOLE 0 0 200
CHASE MANHATTAN CORPORATION COMMON 16161A108 20459 444150 SH DEFINED 01 02 429300 0 14850
CHECKFREE HOLDINGS CORPORATION COMMON 162816102 39693 769800 SH DEFINED 02 604200 0 165600
CHESAPEAKE CORPORATION COMMON 165159104 800 27000 SH SOLE 27000 0 0
CHEVRON CORPORATION COMMON 166751107 60573 714200 SH DEFINED 496800 0 217400
CHIEFTAIN INTERNATIONAL INC COMMON 16867C101 13782 723000 SH DEFINED 257200 0 465800
CHIRON CORPORATION COMMON 170040109 10426 219500 SH SOLE 171000 0 48500
CHUBB CORPORATION COMMON 171232101 1421 23100 SH DEFINED 01 9400 0 13700
CIENA CORPORATION COMMON 171779101 1949 11690 SH DEFINED 9600 0 2090
CIMA LABS INC COMMON 171796105 2274 112275 SH DEFINED 50200 0 62075
CIRCUIT CITY STORES INC COMMON 172737108 11118 335000 SH SOLE 335000 0 0
CISCO SYSTEMS INC COMMON 17275R102 559089 8795888 SH DEFINED 02 7345338 0 1450550
CITIGROUP INC COMMON 172967101 272678 4525770 SH DEFINED 02 3553580 0 972190
CITIZENS COMMUNICATIONS CLASS COMMON 17453B101 5244 304000 SH DEFINED 02 277700 0 26300
CITY NATIONAL CORPORATION COMMON 178566105 21116 607500 SH DEFINED 602700 0 4800
CLAIRES STORES INC COMMON 179584107 4275 222100 SH DEFINED 114100 0 108000
CLARENT CORPORATION COMMON 180461105 4612 64500 SH SOLE 64500 0 0
CLEAR CHANNEL COMMUNICATIONS I COMMON 184502102 37161 495479 SH DEFINED 02 325629 0 169850
CLOROX COMPANY COMMON 189054109 3814 85100 SH SOLE 75200 0 9900
COASTAL CORPORATION COMMON 190441105 77001 1264900 SH DEFINED 1076100 0 188800
THE COCA-COLA COMPANY COMMON 191216100 29465 513000 SH DEFINED 502900 0 10100
COCA COLA ENTERPRISES INC COMMON 191219104 155 9500 SH SOLE 9500 0 0
COGNIZANT TECH SOLUTIONS CORP COMMON 192446102 13 400 SH SOLE 400 0 0
COGNOS INC COMMON 19244C109 2876 69500 SH DEFINED 02 3700 0 65800
COHERENT INC COMMON 192479103 9713 115800 SH SOLE 109600 0 6200
COINMACH LAUNDRY CORPORATION COMMON 19259L101 20226 1423325 SH DEFINED 02 1049450 0 373875
COLGATE PALMOLIVE COMPANY COMMON 194162103 1147 19150 SH SOLE 19000 0 150
COMCAST CORPORATION CLASS A COMMON 200300200 95180 2350120 SH DEFINED 1938180 0 411940
COMDISCO INC COMMON 200336105 71 3200 SH SOLE 3200 0 0
COMERICA INC COMMON 200340107 25031 557800 SH SOLE 368800 0 189000
COMMERCE ONE INC COMMON 200693109 39280 865400 SH DEFINED 02 785100 0 80300
COMMSCOPE INC COMMON 203372107 15719 383400 SH SOLE 383400 0 0
COMPAQ COMPUTER CORPORATION COMMON 204493100 76123 2977900 SH DEFINED 02 2794800 0 183100
COMPUCREDIT CORPORATION COMMON 20478N100 156 5200 SH SOLE 5200 0 0
COMPUTER ASSOCIATES INTL INC COMMON 204912109 31092 607415 SH SOLE 519680 0 87735
COMPUTER SCIENCES CORPORATION COMMON 205363104 3944 52800 SH SOLE 52800 0 0
COMVERSE TECHNOLOGY INC COMMON 205862402 96199 1034400 SH DEFINED 780700 0 253700
COM21 INC COMMON 205937105 1873 74900 SH DEFINED 02 4000 0 70900
CONCORD EFS INC COMMON 206197105 18450 709600 SH DEFINED 02 615800 0 93800
CONCURRENT COMPUTER CORP COMMON 206710204 3171 241600 SH DEFINED 02 13000 0 228600
CONEXANT SYSTEMS INC COMMON 207142100 28611 588400 SH DEFINED 02 527400 0 61000
CONOCO INC CLASS A COMMON 208251306 1142 51900 SH DEFINED 01 21700 0 30200
CONTINENTAL AIRLINES INC CLASS COMMON 210795308 19505 415000 SH SOLE 415000 0 0
CONVERGYS CORPORATION COMMON 212485106 9016 173800 SH DEFINED 02 60000 0 113800
COOPER CAMERON CORPORATION COMMON 216640102 75418 1142700 SH DEFINED 02 1025200 0 117500
ADOLF COORS COMPANY CL B COMMON 217016104 938 15500 SH SOLE 3500 0 12000
COPART INC COMMON 217204106 750 46900 SH DEFINED 0 0 46900
COPPER MOUNTAIN NETWORKS INC COMMON 217510106 28905 328000 SH DEFINED 02 146600 0 181400
CORNING INC COMMON 219350105 380177 1408716 SH DEFINED 02 1215341 0 193375
<PAGE>
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
CORPORATE EXECUTIVE BOARD CO COMMON 21988R102 13657 228100 SH SOLE 8400 0 219700
CORSAIR COMMUNICATIONS INC COMMON 220406102 1610 56000 SH SOLE 56000 0 0
COST PLUS INC COMMON 221485105 4188 146000 SH DEFINED 34500 0 111500
COSTCO WHOLESALE CORPORATION COMMON 22160K105 55344 1677100 SH DEFINED 1562800 0 114300
COSTAR GROUP INC COMMON 22160N109 2662 106200 SH DEFINED 02 5700 0 100500
COUNTRYWIDE CREDIT INDUSTRIES COMMON 222372104 13647 450200 SH DEFINED 283400 0 166800
COVAD COMMUNICATIONS GROUP INC COMMON 222814204 19310 1197500 SH DEFINED 1189400 0 8100
COVANCE INC COMMON 222816100 3687 418400 SH SOLE 211200 0 207200
COVENANT TRANSPORT INC CLASS A COMMON 22284P105 786 98300 SH SOLE 83700 0 14600
COVENTRY HEALTH CARE INC COMMON 222862104 1306 98000 SH SOLE 0 0 98000
COX COMMUNICATIONS INC CLASS A COMMON 224044107 87481 1920016 SH DEFINED 1734197 0 185819
CREDENCE SYSTEMS CORPORATION COMMON 225302108 15204 275500 SH SOLE 183500 0 92000
CRITICAL PATH INC COMMON 22674V100 27086 464500 SH DEFINED 02 422500 0 42000
CROMPTON CORPORATION COMMON 227116100 24830 2026900 SH SOLE 2026900 0 0
CROSS TIMBERS OIL COMPANY COMMON 227573102 3370 152300 SH SOLE 4800 0 147500
CROWN CASTLE INTERNATIONAL COR COMMON 228227104 2712 74300 SH DEFINED 02 63800 0 10500
CULLEN/FROST BANKERS INC COMMON 229899109 9980 379300 SH SOLE 264500 0 114800
CURAGEN CORPORATION COMMON 23126R101 2341 61500 SH SOLE 0 0 61500
CYPRESS SEMICONDUCTOR INC COMMON 232806109 2194 51925 SH DEFINED 02 48325 0 3600
CYTEC INDUSTRIES INC COMMON 232820100 17652 715000 SH SOLE 715000 0 0
CYTYC CORPORATION COMMON 232946103 13117 245750 SH DEFINED 40900 0 204850
DQE INC COMMON 23329J104 2765 70000 SH SOLE 70000 0 0
DAIN RAUSCHER CORPORATION COMMON 233856103 5359 81200 SH SOLE 1200 0 80000
DALLAS SEMICONDUCTOR CORPORATI COMMON 235204104 52372 1285200 SH SOLE 1009800 0 275400
DAMARK INTERNATIONAL INC CLASS COMMON 235691102 644 29950 SH DEFINED 02 27300 0 2650
DANA CORPORATION COMMON 235811106 1036 48900 SH DEFINED 01 18800 0 30100
DEERE & COMPANY COMMON 244199105 1961 53000 SH SOLE 53000 0 0
DELL COMPUTER CORPORATION COMMON 247025109 9399 190600 SH SOLE 180100 0 10500
DELPHI AUTOMOTIVE SYSTEMS CORP COMMON 247126105 29 2000 SH SOLE 0 0 2000
DELTA DOLLAR PINE COMPANY LTD COMMON 247357106 251 10000 SH DEFINED 10000 0 0
DEVELOPERS DIVERSIFIED REALTY COMMON 251591103 203 13600 SH SOLE 2500 0 11100
DEVON ENERGY CORPORATION COMMON 25179M103 143754 2558474 SH DEFINED 02 2089675 0 468799
DIAMOND OFFSHORE DRILLING INC COMMON 25271C102 39488 1124200 SH DEFINED 02 932200 0 192000
DIAMOND TECHNOLOGY PARTNERS IN COMMON 252762109 5500 62500 SH DEFINED 11600 0 50900
DIEBOLD INC COMMON 253651103 148 5300 SH SOLE 5300 0 0
DIGEX INC COMMON 253756100 2514 37000 SH DEFINED 10300 0 26700
DIGITAL LIGHTWAVE INC COMMON 253855100 10226 101700 SH DEFINED 17700 0 84000
DIGITAL MICROWAVE CORPORATION COMMON 253859102 54599 1432100 SH DEFINED 02 715300 0 716800
DIGITAL ISLAND INC COMMON 25385N101 2932 60300 SH DEFINED 02 3200 0 57100
THE WALT DISNEY COMPANY COMMON 254687106 80547 2075275 SH DEFINED 1469575 0 605700
GO.COM COMMON 254687205 48582 4069675 SH DEFINED 3874500 0 195175
DITECH COMMUNICATIONS CORP COMMON 25500M103 1797 19000 SH SOLE 19000 0 0
DOCUMENTUM INC COMMON 256159104 2699 30200 SH DEFINED 13300 0 16900
DOLLAR GENERAL CORPORATION COMMON 256669102 105 5400 SH SOLE 5400 0 0
DOLLAR THRIFTY AUTOMOTIVE GRP COMMON 256743105 3940 213700 SH SOLE 112500 0 101200
DOLLAR TREE STORES INC COMMON 256747106 31324 791762 SH DEFINED 671412 0 120350
DONALDSON LUFKIN & JENRETTE IN COMMON 257661108 6578 155000 SH SOLE 97000 0 58000
DOUBLECLICK INC COMMON 258609304 43651 1144940 SH DEFINED 02 1110115 0 34825
DOVER CORPORATION COMMON 260003108 41 1000 SH SOLE 0 0 1000
THE DOW CHEMICAL COMPANY COMMON 260543103 91 3000 SH DEFINED 3000 0 0
DOW JONES & COMPANY INC COMMON 260561105 15 200 SH SOLE 0 0 200
<PAGE>
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
DRIL-QUIP INC COMMON 262037104 7811 167075 SH DEFINED 33500 0 133575
EI DU PONT DE NEMOURS & COMPAN COMMON 263534109 4362 99700 SH DEFINED 99700 0 0
DUKE ENERGY CORPORATION COMMON 264399106 29338 520400 SH DEFINED 511400 0 9000
DURA AUTOMOTIVE SYSTEMS INC COMMON 265903104 957 88500 SH SOLE 73900 0 14600
DUSA PHARMACEUTICALS INC COMMON 266898105 4916 166650 SH DEFINED 70900 0 95750
DYNEGY INC COMMON 26816Q101 59721 874235 SH DEFINED 713635 0 160600
ECI TELECOM LTD COMMON 268258100 1723 48200 SH DEFINED 01 21500 0 26700
EGL INC COMMON 268484102 114 3700 SH SOLE 3700 0 0
EMC COMMUNICATIONS CORPORATION COMMON 268648102 104934 1363890 SH DEFINED 02 1076410 0 287480
ENSCO INTERNATIONAL INC COMMON 26874Q100 85965 2400425 SH DEFINED 02 2030150 0 370275
EOG RESOURCES INC COMMON 26875P101 44508 1328600 SH DEFINED 1199600 0 129000
E.PIPHANY INC COMMON 26881V100 986 9200 SH SOLE 9200 0 0
E-TEK DYNAMICS INC COMMON 269240107 253867 962300 SH DEFINED 02 734150 0 228150
EASTMAN KODAK COMPANY COMMON 277461109 9228 155100 SH DEFINED 02 139650 0 15450
JD EDWARDS & COMPANY COMMON 281667105 19346 1284400 SH DEFINED 1275100 0 9300
AG EDWARDS INC COMMON 281760108 2933 75200 SH SOLE 36200 0 39000
EFFICIENT NETWORKS INC COMMON 282056100 27807 378000 SH DEFINED 02 377400 0 600
EL PASO ENERGY CORPORATION COMMON 283905107 9627 189000 SH DEFINED 99300 0 89700
ELAN CORPORATION PLC ADR COMMON 284131208 33618 694052 SH DEFINED 429041 0 265011
ELECTRO SCIENTIFIC INDS INC COMMON 285229100 18013 409100 SH SOLE 210100 0 199000
ELECTRONIC ARTS INC COMMON 285512109 28562 391600 SH DEFINED 361800 0 29800
ELECTRONIC DATA SYSTEMS CORPOR COMMON 285661104 1617 39200 SH SOLE 39200 0 0
ELECTRONICS BOUTIQUE HLDG CORP COMMON 286045109 4664 284800 SH SOLE 149000 0 135800
EMCORE CORP COMMON 290846104 8664 72200 SH DEFINED 17300 0 54900
EMERGE INTERACTIVE INC COMMON 29088W103 7 380 SH DEFINED 02 0 0 380
EMERSON ELECTRIC COMPANY COMMON 291011104 9349 154850 SH DEFINED 144200 0 10650
EMMIS COMMUNICATIONS INC-CL A COMMON 291525103 9156 221300 SH DEFINED 64000 0 157300
ENCORE WIRE CORPORATION COMMON 292562105 1128 209800 SH SOLE 181300 0 28500
ENRON CORPORATION COMMON 293561106 153200 2375195 SH DEFINED 2030775 0 344420
ENTRUST TECHNOLOGIES INC COMMON 293848107 4493 54300 SH DEFINED 02 1200 0 53100
EQUITABLE RESOURCES INC COMMON 294549100 193 4000 SH DEFINED 4000 0 0
EQUITY OFFICE PROPERTIES TRUST COMMON 294741103 11309 410300 SH DEFINED 315000 0 95300
EQUITY RESIDENTIAL PROPS TRUST COMMON 29476L107 240 5216 SH SOLE 868 0 4348
ERICSSON LM TELEPHONE CO ADR C COMMON 294821400 20963 1048150 SH DEFINED 02 1013751 0 34399
ETOYS INC COMMON 297862104 11197 1765000 SH SOLE 1765000 0 0
EVANS & SUTHERLAND CMP CORPORA COMMON 299096107 783 122900 SH SOLE 107000 0 15900
EXACTECH INC COMMON 30064E109 128 8000 SH SOLE 5400 0 2600
EXCALIBUR TECHNOLOGIES CORP COMMON 300651205 2983 74700 SH DEFINED 02 4000 0 70700
EXCHANGE APPLICATIONS INC COMMON 300867108 18290 686950 SH DEFINED 02 146100 0 540850
EXFO ELECTRO-OPTICAL ENGINEERI COMMON 302043104 206 4700 SH DEFINED 02 255 0 4445
EXODUS COMMUNICATIONS INC COMMON 302088109 44139 958240 SH DEFINED 747000 0 211240
EXPEDIA INC-CLASS A COMMON 302125109 2671 180300 SH DEFINED 0 0 180300
EXPRESS SCRIPTS INC CLASS A COMMON 302182100 14742 237300 SH SOLE 135900 0 101400
EXTREME NETWORKS INC COMMON 30226D106 8904 84400 SH DEFINED 02 12200 0 72200
EXXON MOBIL CORPORATION COMMON 30231G102 60683 773029 SH DEFINED 730124 0 42905
FCR AUTOMOTIVE GROUP INC COMMON 30241W105 0 3000 SH SOLE 0 0 3000
FPL GROUP INC COMMON 302571104 1782 36000 SH SOLE 22600 0 13400
FACTORY 2-U STORES INC COMMON 303072102 3346 88500 SH SOLE 0 0 88500
FAIRCHILD SEMICON INTL CL - A COMMON 303726103 22517 555975 SH SOLE 550000 0 5975
<PAGE>
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
FAMILY DOLLAR STORES INC COMMON 307000109 1430 73100 SH DEFINED 01 39200 0 33900
FREDDIE MAC COMMON 313400301 17959 443420 SH DEFINED 01 426975 0 16445
FANNIE MAE COMMON 313586109 6461 123800 SH DEFINED 01 108000 0 15800
FEDERATED DEPARTMENT STORES IN COMMON 31410H101 54358 1610600 SH DEFINED 1506125 0 104475
FEDERATED INVESTORS INC CL B COMMON 314211103 7188 205000 SH SOLE 200000 0 5000
FEDEX CORPORATION COMMON 31428X106 1440 37900 SH DEFINED 01 17400 0 20500
F5 NETWORKS INC COMMON 315616102 3994 73200 SH DEFINED 02 4000 0 69200
FINISAR CORPORATION COMMON 31787A101 3273 125000 SH DEFINED 02 6500 0 118500
FIRST DATA CORPORATION COMMON 319963104 39238 790700 SH DEFINED 539000 0 251700
FIRST HEALTH GROUP CORPORATION COMMON 320960107 4167 127000 SH SOLE 3000 0 124000
FIRST TENNESSEE NATIONAL CORP COMMON 337162101 11160 673800 SH DEFINED 346700 0 327100
FIRST UNION CORPORATION COMMON 337358105 799 32200 SH SOLE 32200 0 0
FIRSTAR CORPORATION COMMON 33763V109 106 5016 SH SOLE 4902 0 114
FISERV INC COMMON 337738108 81295 1879657 SH DEFINED 1613139 0 266518
FLEET BOSTON FINANCIAL CORPORA COMMON 339030108 23766 699000 SH DEFINED 693700 0 5300
FOMENTO ECONOMICO MEX-SP ADR COMMON 344419106 3608 83796 SH SOLE 83796 0 0
FORD MOTOR COMPANY COMMON 345370100 2520 58600 SH SOLE 58600 0 0
FOREST LABORATORIES INC COMMON 345838106 53379 528500 SH DEFINED 406900 0 121600
FORRESTER RESEARCH INC COMMON 346563109 5170 71000 SH SOLE 1700 0 69300
FORWARD AIR CORPORATION COMMON 349853101 6720 168000 SH DEFINED 26100 0 141900
FOUNDRY NETWORKS INC COMMON 35063R100 529 4800 SH DEFINED 02 3400 0 1400
FRANKLIN RESOURCES INC COMMON 354613101 1306 43000 SH DEFINED 01 19600 0 23400
FREEMARKETS INC COMMON 356602102 6288 132550 SH DEFINED 02 132500 0 50
H.B. FULLER CO. COMMON 359694106 1153 26000 SH SOLE 24000 0 2000
GPU INC COMMON 36225X100 21 775 SH SOLE 575 0 200
GSI LUMONICS INC COMMON 36229U102 962 27400 SH SOLE 0 0 27400
GTE CORPORATION COMMON 362320103 1997 32073 SH SOLE 31600 0 473
GT GROUP TELECOM INC-CLASS B COMMON 362359408 4035 255200 SH SOLE 134000 0 121200
GALLAGHER (ARTHUR J.) & CO COMMON 363576109 1298 30900 SH DEFINED 02 28700 0 2200
GANNETT COMPANY INC COMMON 364730101 2034 34000 SH SOLE 33200 0 800
THE GAP INC COMMON 364760108 2667 85350 SH SOLE 84750 0 600
GATEWAY INC COMMON 367626108 227 4000 SH SOLE 0 0 4000
GAYLORD ENTERTAINMENT COMPANY COMMON 367905106 13630 633958 SH DEFINED 576200 0 57758
GENENTECH INC COMMON 368710406 72292 420300 SH DEFINED 02 325500 0 94800
GENERAL CABLE CORPORATION COMMON 369300108 4021 494900 SH SOLE 258000 0 236900
GENERAL ELECTRIC COMPANY COMMON 369604103 253050 4774532 SH DEFINED 3450649 0 1323883
GENERAL MAGIC INC COMMON 370253106 2415 295000 SH SOLE 0 0 295000
GENERAL MOTORS CORPORATION COMMON 370442105 7600 130900 SH DEFINED 130400 0 500
GENERAL MOTORS CORPORATION CLA COMMON 370442832 68463 780200 SH DEFINED 02 742000 0 38200
GENESCO INC COMMON 371532102 3413 212500 SH SOLE 7000 0 205500
GENSET SPONSORED ADR COMMON 37244T104 789 34100 SH DEFINED 02 1800 0 32300
GENUITY INC COMMON 37248E103 39605 4325500 SH DEFINED 4042100 0 283400
GETTY IMAGES INC COMMON 374276103 9392 253400 SH DEFINED 02 192825 0 60575
THE GILLETTE COMPANY COMMON 375766102 2764 79100 SH SOLE 79100 0 0
GLAMIS GOLD LTD COMMON 376775102 985 508400 SH SOLE 373400 0 135000
GLENAYRE TECHNOLOGIES INC COMMON 377899109 559 52900 SH SOLE 46000 0 6900
GLOBAL INDUSTRIES LTD COMMON 379336100 3813 202000 SH SOLE 80000 0 122000
GLOBAL IMAGING SYSTEMS INC COMMON 37934A100 438 41700 SH SOLE 0 0 41700
GLOBAL MARINE INC COMMON 379352404 12280 435650 SH DEFINED 0 0 435650
GLOBAL TELESYSTEMS INC COMMON 37936U104 28648 2375000 SH DEFINED 2375000 0 0
<PAGE>
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
GLOBESPAN INC COMMON 379571102 9705 79500 SH SOLE 79500 0 0
GOLDCORP INC CLASS A COMMON 380956102 942 131000 SH SOLE 100000 0 31000
GOLDEN WEST FINANCIAL CORPORAT COMMON 381317106 30471 746600 SH SOLE 656000 0 90600
GOLDMAN SACHS GROUP INC COMMON 38141G104 40953 431650 SH DEFINED 331750 0 99900
WW GRAINGER INC COMMON 384802104 37422 1214500 SH DEFINED 1135000 0 79500
GRANDETEL TECHNOLOGIES INC COMMON 386560106 0 758 SH SOLE 0 0 758
GRANDETEL TECHNOLOGIES INC -Cl COMMON 386560205 0 102806 SH DEFINED 02 17094 0 85712
GRANT PRIDECO INC COMMON 38821G101 37413 1496532 SH DEFINED 661002 0 835530
GREATER BAY BANCORP COMMON 391648102 2501 53500 SH SOLE 0 0 53500
GREKA ENERGY CORPORATION COMMON 397637109 613 67200 SH SOLE 56000 0 11200
GREY WOLF INC COMMON 397888108 10292 2058300 SH SOLE 60300 0 1998000
GULF CANADA RESOURCES LTD ADR COMMON 40218L305 250 52000 SH DEFINED 52000 0 0
HCA-THE HEALTHCARE COMPANY COMMON 404119109 51534 1696600 SH DEFINED 1570100 0 126500
H S RESOURCES INC COMMON 404297103 1923 64100 SH SOLE 57300 0 6800
HAEMONETICS CORPORATION COMMON 405024100 1 50 SH SOLE 0 0 50
HAIN CELESTIAL GROUP INC COMMON 405217100 370 10082 SH DEFINED 02 5791 0 4291
HALL KINION & ASSOCIATES INC COMMON 406069104 9950 298675 SH DEFINED 61900 0 236775
HALLIBURTON COMPANY COMMON 406216101 80200 1699600 SH DEFINED 02 1606425 0 93175
JOHN HANCOCK FINANCIAL SERVICE COMMON 41014S106 62978 2658700 SH DEFINED 2648900 0 9800
HANDSPRING INC COMMON 410293104 6642 246000 SH DEFINED 02 43300 0 202700
MA HANNA COMPANY COMMON 410522106 1387 154100 SH SOLE 127000 0 27100
HANOVER COMPRESSOR COMPANY COMMON 410768105 9865 259600 SH DEFINED 50400 0 209200
HARKEN ENERGY CORPORATION COMMON 412552101 3746 5993200 SH DEFINED 3320400 0 2672800
HARLEY-DAVIDSON INC COMMON 412822108 5944 154389 SH DEFINED 02 88000 0 66389
HARRAHS ENTERTAINMENT INC COMMON 413619107 1286 61400 SH DEFINED 01 8300 0 53100
HARRIS CORPORATION COMMON 413875105 5404 165000 SH DEFINED 02 81600 0 83400
HARTE-HANKS INC COMMON 416196103 93 3700 SH SOLE 3700 0 0
HEALTHSOUTH CORPORATION COMMON 421924101 49753 6922200 SH DEFINED 02 6180800 0 741400
HEALTH MANAGEMENT ASSOCIATES, COMMON 421933102 16933 1296300 SH DEFINED 02 661600 0 634700
HEILIG-MEYERS COMPANY COMMON 422893107 248 208900 SH SOLE 154000 0 54900
HELLER FINANCIAL INC COMMON 423328103 62 3000 SH SOLE 0 0 3000
HELMERICH & PAYNE INC COMMON 423452101 6813 182300 SH SOLE 66300 0 116000
HERTZ CORPORATION-CL A COMMON 428040109 3589 127900 SH DEFINED 3200 0 124700
HEWLETT-PACKARD COMPANY COMMON 428236103 35977 288103 SH DEFINED 02 273650 0 14453
HIBERNIA CORPORATION CLASS A COMMON 428656102 1892 174000 SH SOLE 151600 0 22400
HILLENBRAND INDUSTRIES INC COMMON 431573104 18847 601900 SH SOLE 601900 0 0
HISPANIC BROADCASTING CRP-CL A COMMON 43357B104 13 400 SH DEFINED 02 400 0 0
HOLLINGER INTERNATIONAL INC COMMON 435569108 11418 838000 SH SOLE 381300 0 456700
THE HOME DEPOT INC COMMON 437076102 110096 2204682 SH DEFINED 1670175 0 534507
HOMEGROCER.COM COMMON 43740K100 1145 189800 SH DEFINED 02 10300 0 179500
HONEYWELL INTERNATIONAL INC COMMON 438516106 3114 92437 SH DEFINED 91600 0 837
HOOPER HOLMES INC COMMON 439104100 372 46500 SH DEFINED 02 29150 0 17350
HORACE MANN EDUCATORS CORP COMMON 440327104 9290 619300 SH SOLE 430400 0 188900
HOUSEHOLD INTERNATIONAL INC COMMON 441815107 13442 323416 SH SOLE 313361 0 10055
HOUSTON EXPLORATION CO COMMON 442120101 5324 211900 SH SOLE 111900 0 100000
HUMAN GENOME SCIENCES INC COMMON 444903108 69182 518700 SH DEFINED 02 466400 0 52300
JB HUNT TRANSPORT SERVICES INC COMMON 445658107 6101 395200 SH SOLE 173300 0 221900
HUTCHINSON TECHNOLOGY INC COMMON 448407106 19521 1369900 SH SOLE 787920 0 581980
ICN PHARMACEUTICALS INC COMMON 448924100 1416 50900 SH DEFINED 01 22900 0 28000
IDT CORPORATION COMMON 448947101 191 5625 SH DEFINED 02 3600 0 2025
<PAGE>
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
ICG COMMUNICATIONS INC COMMON 449246107 10663 483300 SH SOLE 254500 0 228800
ICICI LTD ADR COMMON 44926P202 1759 93800 SH SOLE 93800 0 0
IDEC PHARMACEUTICALS CORP COMMON 449370105 5713 48700 SH SOLE 0 0 48700
IFR SYSTEMS INC COMMON 449507102 489 97800 SH SOLE 85000 0 12800
IHOP CORPORATION NEW COMMON 449623107 19247 1149050 SH SOLE 642800 0 506250
IMC GLOBAL INC COMMON 449669100 18093 1391800 SH DEFINED 1383000 0 8800
IMS HEALTH INC COMMON 449934108 22554 1253000 SH SOLE 1245000 0 8000
ITC DELTACOM INC COMMON 45031T104 14142 633800 SH SOLE 409400 0 224400
ITT EDUCATIONAL SERVICES INC COMMON 45068B109 7370 419666 SH DEFINED 02 328577 0 91089
ITXC CORPORATION COMMON 45069F109 4971 140400 SH SOLE 3000 0 137400
ILLINOIS TOOL WORKS INC COMMON 452308109 53267 934500 SH DEFINED 931500 0 3000
IMCLONE SYSTEMS INC COMMON 45245W109 2316 30300 SH SOLE 14500 0 15800
IMMUNEX CORPORATION COMMON 452528102 34527 698400 SH DEFINED 475800 0 222600
IN FOCUS SYSTEMS INC COMMON 452919103 5964 185300 SH SOLE 0 0 185300
INCYTE GENOMICS INC COMMON 45337C102 1360 16550 SH DEFINED 150 0 16400
INDEPENDENT ENERGY HLDGS-ADR COMMON 45384X108 86 10300 SH SOLE 10300 0 0
INFINEON TECHNOLOGIES AG ADR COMMON 45662N103 3582 45200 SH SOLE 17700 0 27500
INFINITY BROADCASTING CORP CLA COMMON 45662S102 16455 451587 SH DEFINED 02 325314 0 126273
INFOCROSSING INC COMMON 45664X109 340 18000 SH SOLE 17000 0 1000
INFOCUS CORPORATION COMMON 45665B106 869 27000 SH SOLE 27000 0 0
INFONET SERVICES CORPORATION COMMON 45666T106 1105 92600 SH DEFINED 92600 0 0
INFORMIX CORPORATION COMMON 456779107 35848 4819910 SH DEFINED 02 4495200 0 324710
INFOSPACE INC COMMON 45678T102 16520 299000 SH SOLE 220500 0 78500
INGERSOLL-RAND COMPANY COMMON 456866102 483 12000 SH SOLE 12000 0 0
INGRAM MICRO INC CLASS A COMMON 457153104 4251 243800 SH SOLE 8800 0 235000
INKTOMI CORPORATION COMMON 457277101 6303 53300 SH DEFINED 11500 0 41800
INSIGHT ENTERPRISES INC COMMON 45765U103 184 3100 SH DEFINED 02 1800 0 1300
INPRISE CORPORATION COMMON 45766C102 1717 280300 SH SOLE 215000 0 65300
INSIGHT COMMUNICATIONS INC COMMON 45768V108 11738 751200 SH DEFINED 02 369700 0 381500
INTEGRATED DEVICE TECHNOLOGY I COMMON 458118106 60923 1017500 SH DEFINED 02 669825 0 347675
INTEGRATED SILICON SOLUTION COMMON 45812P107 18924 498000 SH SOLE 9000 0 489000
INTEL CORPORATION COMMON 458140100 239371 1790528 SH DEFINED 02 1233365 0 557163
INTERNAP NETWORK SERVICES COMMON 45885A102 2719 65500 SH SOLE 65500 0 0
INTERNATIONAL BUSINESS MACHINE COMMON 459200101 37189 339433 SH DEFINED 02 316275 0 23158
INTERNATIONAL GAME TECHNOLOGY COMMON 459902102 344 12992 SH DEFINED 7348 0 5644
INTERNATIONAL PAPER COMPANY COMMON 460146103 1829 61350 SH DEFINED 49125 0 12225
INTERNET CAPITAL GROUP INC COMMON 46059C106 10561 285300 SH SOLE 237300 0 48000
INTERPUBLIC GROUP OF COMPANIES COMMON 460690100 6234 144986 SH SOLE 135700 0 9286
INTRANET SOLUTIONS INC COMMON 460939309 25 650 SH DEFINED 02 650 0 0
INTERTRUST TECHNOLOGIES CORPOR COMMON 46113Q109 4082 184900 SH DEFINED 02 80900 0 104000
INTIMATE BRANDS INC COMMON 461156101 6288 318400 SH SOLE 149100 0 169300
INTUIT INC COMMON 461202103 15226 368000 SH DEFINED 02 272200 0 95800
INVACARE CORPORATION COMMON 461203101 18302 697200 SH DEFINED 335100 0 362100
INVITROGEN CORPORATION COMMON 46185R100 10581 140700 SH SOLE 2500 0 138200
INVESTORS FINANCIAL SERVICES C COMMON 461915100 4528 114100 SH DEFINED 22700 0 91400
IOMEGA CORPORATION COMMON 462030107 1024 256000 SH SOLE 225000 0 31000
IRON MOUNTAIN INC COMMON 462846106 335 9851 SH DEFINED 02 6156 0 3695
ISHARES MSCI MALAYSIA COMMON 464286830 1077 172300 SH SOLE 172300 0 0
I2 TECHNOLOGIES INC COMMON 465754109 19735 189275 SH DEFINED 166725 0 22550
IVAX CORPORATION COMMON 465823102 12753 307300 SH SOLE 300500 0 6800
<PAGE>
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
IVEX PACKAGING CORPORATION COMMON 465855104 3408 306300 SH DEFINED 02 164500 0 141800
JDS UNIPHASE CORPORATION COMMON 46612J101 357624 2983305 SH DEFINED 02 2383080 0 600225
JDA SOFTWARE GROUP INC COMMON 46612K108 2201 114700 SH SOLE 100000 0 14700
JACK IN THE BOX INC COMMON 466367109 13520 549041 SH DEFINED 100900 0 448141
JACOBS ENGINEERING GROUP INC COMMON 469814107 22963 702500 SH SOLE 702500 0 0
JASON INC COMMON 471171108 2204 229000 SH SOLE 168000 0 61000
JETFORM CORPORATION COMMON 477155105 261 53500 SH SOLE 0 0 53500
JOHNSON & JOHNSON COMMON 478160104 19369 190125 SH DEFINED 186050 0 4075
JONES MEDICAL INDUSTRIES INC COMMON 480236108 253 6343 SH DEFINED 02 6143 0 200
JUNIPER NETWORKS INC COMMON 48203R104 479668 3295270 SH DEFINED 02 2750030 0 545240
JUNIPER NETWORKS 4.75% CONV NO CONVRT 48203RAA2 4163 3750000 PRN SOLE 3750000 0 0
KLA-TENCOR CORPORATION COMMON 482480100 17059 291300 SH DEFINED 02 215600 0 75700
KMART CORPORATION COMMON 482584109 21732 3190000 SH DEFINED 3190000 0 0
KANA COMMUNICATIONS INC COMMON 483600102 3310 53500 SH SOLE 53500 0 0
KANSAS CITY SOUTHERN INDUSTRIE COMMON 485170104 16856 190062 SH DEFINED 02 148625 0 41437
KEANE INC COMMON 486665102 46675 2158400 SH DEFINED 2015000 0 143400
KELLWOOD CO COMMON 488044108 9080 429800 SH SOLE 205350 0 224450
KENT ELECTRONICS CORPORATION COMMON 490553104 1959 65725 SH DEFINED 02 46844 0 18881
KERR MCGEE CORPORATION COMMON 492386107 527 8938 SH SOLE 5875 0 3063
KEY ENERGY SERVICES INC COMMON 492914106 13552 1407957 SH SOLE 315457 0 1092500
KFORCE.COM INC COMMON 493732101 1041 150000 SH SOLE 131500 0 18500
KIMBERLY-CLARK CORPORATION COMMON 494368103 1159 20200 SH DEFINED 20200 0 0
KINDER MORGAN ENERGY PARTNERS COMMON 494550106 156 3900 SH SOLE 1075 0 2825
KINDER MORGAN INC COMMON 49455P101 2592 75000 SH DEFINED 75000 0 0
KOHLS CORPORATION COMMON 500255104 331297 5955910 SH DEFINED 4714300 0 1241610
KONINKLIJKE PHILIPS ELECTRONIC COMMON 500472204 38 800 SH SOLE 800 0 0
KOPIN CORP COMMON 500600101 5125 74000 SH SOLE 37000 0 37000
KRISPY KREME DOUGHNUTS INC COMMON 501014104 2561 34850 SH DEFINED 17200 0 17650
THE KROGER COMPANY COMMON 501044101 10641 482300 SH SOLE 352900 0 129400
KULICKE & SOFFA INDUSTRIES INC COMMON 501242101 36 600 SH SOLE 600 0 0
LAN CHILE SA COMMON 501723100 1062 146500 SH SOLE 125000 0 21500
LTV CORPORATION NEW COMMON 501921100 773 269000 SH SOLE 214500 0 54500
LSI LOGIC CORPORATION COMMON 502161102 45779 845800 SH DEFINED 02 774875 0 70925
LAFARGE CORPORATION COMMON 505862102 1149 54700 SH DEFINED 01 25200 0 29500
LAM RESEARCH CORPORATION COMMON 512807108 5948 158600 SH SOLE 63000 0 95600
LAMAR ADVERTISING COMPANY COMMON 512815101 8877 204950 SH DEFINED 02 171600 0 33350
LANDS END INC COMMON 515086106 8781 263110 SH SOLE 115600 0 147510
LATTICE SEMICONDUCTOR CORP COMMON 518415104 34611 500700 SH SOLE 285600 0 215100
ESTEE LAUDER COMPANIES INC CLA COMMON 518439104 1226 24800 SH SOLE 24800 0 0
LEARNING TREE INTL INC COMMON 522015106 3118 50900 SH SOLE 2100 0 48800
LEGGETT & PLATT INC COMMON 524660107 21514 1303900 SH DEFINED 1303900 0 0
LEGG MASON INC COMMON 524901105 25005 500100 SH SOLE 416000 0 84100
LEHMAN BROTHERS HOLDINGS INC COMMON 524908100 25182 266300 SH DEFINED 125800 0 140500
LEVEL 3 COMMUNICATIONS INC COMMON 52729N100 2534 28800 SH SOLE 28800 0 0
LEXMARK INTERNATIONAL GRP INC COMMON 529771107 2542 37805 SH DEFINED 02 22500 0 15305
LIBERATE TECHNOLOGIES COMMON 530129105 1516 54200 SH DEFINED 02 19900 0 34300
LIFEPOINT HOSPITALS INC COMMON 53219L109 2448 110000 SH DEFINED 0 0 110000
LIFEMINDERS INC COMMON 53220Q105 340 11500 SH SOLE 11500 0 0
ELI LILLY & COMPANY COMMON 532457108 55101 551700 SH DEFINED 337000 0 214700
LINCARE HOLDINGS INC COMMON 532791100 15324 622300 SH DEFINED 354700 0 267600
LINEAR TECHNOLOGY CORPORATION COMMON 535678106 4650 72725 SH SOLE 57825 0 14900
LITTELFUSE INC COMMON 537008104 10290 210000 SH DEFINED 02 6100 0 203900
<PAGE>
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
LOCKHEED MARTIN CORPORATION COMMON 539830109 1099 44300 SH DEFINED 44300 0 0
LONE STAR TECHNOLOGIES INC COMMON 542312103 3386 73200 SH SOLE 0 0 73200
LOWES COMPANIES INC COMMON 548661107 67633 1647075 SH DEFINED 1368075 0 279000
LUCENT TECHNOLOGIES INC COMMON 549463107 47740 805736 SH DEFINED 02 805200 0 536
LYCOS INC COMMON 550818108 18900 350000 SH DEFINED 350000 0 0
M & F WORLDWIDE CORPORATION COMMON 552541104 608 108000 SH SOLE 91100 0 16900
MBIA INC COMMON 55262C100 838 17400 SH DEFINED 17400 0 0
MBNA CORPORATION COMMON 55262L100 4356 160600 SH SOLE 83000 0 77600
MGIC INVESTMENT CORPORATION COMMON 552848103 118 2600 SH SOLE 2600 0 0
MGM GRAND INC COMMON 552953101 553 17200 SH DEFINED 01 17200 0 0
MMC NETWORKS INC COMMON 55308N102 924 17300 SH DEFINED 02 900 0 16400
MACROVISION CORPORATION COMMON 555904101 15613 244250 SH DEFINED 31500 0 212750
MACROMEDIA INC COMMON 556100105 14832 153400 SH SOLE 150000 0 3400
MALLINCKRODT INC COMMON 561232109 15060 346700 SH SOLE 241300 0 105400
MANHATTAN ASSOCIATES INC COMMON 562750109 2465 98600 SH DEFINED 02 5300 0 93300
HCR MANOR CARE COMMON 564055101 13243 1891800 SH SOLE 1056500 0 835300
MANPOWER INC COMMON 56418H100 80 2500 SH DEFINED 02 1500 0 1000
MARCHFIRST INC COMMON 566244109 34982 1916800 SH DEFINED 1546600 0 370200
MARINE DRILLING COMPANIES INC COMMON 568240204 20781 742175 SH DEFINED 02 212350 0 529825
MARSH & MCLENNAN COMPANIES INC COMMON 571748102 23786 227750 SH SOLE 225150 0 2600
MARSHALL & ILSLEY CORPORATION COMMON 571834100 14 340 SH SOLE 0 0 340
MASCO CORPORATION COMMON 574599106 51344 2842600 SH DEFINED 2668200 0 174400
MASTEC INC COMMON 576323109 15 400 SH SOLE 400 0 0
MATRIX SERVICE COMPANY COMMON 576853105 2711 586200 SH SOLE 492900 0 93300
MATTEL INC COMMON 577081102 205 15580 SH DEFINED 8830 0 6750
MAXIM INTEGRATED PRODUCTS INC COMMON 57772K101 2140 31500 SH SOLE 31500 0 0
MAXIM PHARMACEUTICALS INC COMMON 57772M107 2990 58200 SH SOLE 2500 0 55700
MAXYGEN INC COMMON 577776107 2185 38500 SH DEFINED 02 2100 0 36400
MAY DEPARTMENT STORES COMPANY COMMON 577778103 1134 47250 SH DEFINED 01 21950 0 25300
MAYTAG CORPORATION COMMON 578592107 1442 39100 SH DEFINED 01 17900 0 21200
MCDONALDS CORPORATION COMMON 580135101 3694 112150 SH DEFINED 111300 0 850
MCGRAW-HILL INC COMMON 580645109 18252 338000 SH SOLE 338000 0 0
MCKESSON HBOC INC COMMON 58155Q103 10144 484500 SH SOLE 325200 0 159300
MCLEODUSA INC-CL A COMMON 582266102 15147 732200 SH SOLE 420300 0 311900
MCMORAN EXPLORATION CO. COMMON 582411104 1642 99500 SH DEFINED 89600 0 9900
THE MEAD CORPORATION COMMON 582834107 41453 1641700 SH DEFINED 1534500 0 107200
MEDAREX INC COMMON 583916101 980 11600 SH DEFINED 02 600 0 11000
MEDIAONE GROUP INC COMMON 58440J104 80483 1213232 SH DEFINED 02 1145200 0 68032
MEDIMMUNE INC COMMON 584699102 50421 681370 SH DEFINED 02 482600 0 198770
MEDQUIST INC COMMON 584949101 923 26100 SH SOLE 2925 0 23175
MEDTRONIC INC COMMON 585055106 30542 613133 SH DEFINED 02 362625 0 250508
MELLON FINANCIAL CORPORATION COMMON 58551A108 47624 1307000 SH DEFINED 01 1281300 0 25700
MENTOR CORPORATION COMMON 587188103 400 14700 SH DEFINED 02 8500 0 6200
MENTOR GRAPHICS CORPORATION COMMON 587200106 3715 186900 SH DEFINED 02 10600 0 176300
MERCK & COMPANY INC COMMON 589331107 56218 733675 SH DEFINED 619250 0 114425
MERCURY GENERAL CORPORATION COMMON 589400100 2365 100100 SH SOLE 91400 0 8700
MERCURY INTERACTIVE CORPORATIO COMMON 589405109 12539 129600 SH DEFINED 02 94400 0 35200
MERIDIAN RESOURCE CORPORATION COMMON 58977Q109 1246 219000 SH SOLE 190000 0 29000
MERRILL LYNCH & COMPANY INC COMMON 590188108 42148 366500 SH DEFINED 199650 0 166850
METASOLV SOFTWARE INC COMMON 591393103 282 6400 SH SOLE 0 0 6400
<PAGE>
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
METHODE ELECTRONICS INC CLASS COMMON 591520200 8031 207925 SH DEFINED 02 176400 0 31525
METRICOM INC COMMON 591596101 917 32880 SH DEFINED 02 26345 0 6535
METROMEDIA FIBER NETWORK INC COMMON 591689104 516 13000 SH SOLE 13000 0 0
MICREL INC COMMON 594793101 5586 128600 SH DEFINED 4400 0 124200
MICROSOFT CORPORATION COMMON 594918104 100359 1254493 SH DEFINED 02 1103180 0 151313
MICROCHIP TECHNOLOGY INC COMMON 595017104 27453 471169 SH DEFINED 02 463612 0 7557
MICROCELL TELECOMMUNICATIONS I COMMON 59501T304 1851 51233 SH DEFINED 02 44700 0 6533
MICROMUSE INC COMMON 595094103 18369 111000 SH DEFINED 02 90500 0 20500
MICRON TECHNOLOGY INC COMMON 595112103 301015 3418200 SH DEFINED 02 2875800 0 542400
MILLENNIUM PHARMACEUTICALS INC COMMON 599902103 123297 1102100 SH DEFINED 909100 0 193000
MILLIPORE CORPORATION COMMON 601073109 6120 81200 SH DEFINED 50100 0 31100
MINERALS TECHNOLOGIES INC COMMON 603158106 1063 23100 SH SOLE 20700 0 2400
MINIMED INC COMMON 60365K108 5157 43700 SH DEFINED 8300 0 35400
MINNESOTA MINING & MANUFACTURI COMMON 604059105 6971 84500 SH DEFINED 84500 0 0
MIPS TECHNOLOGIES INC COMMON 604567107 1063 25000 SH SOLE 25000 0 0
MODEM MEDIA INC COMMON 607533106 3888 312600 SH DEFINED 158600 0 154000
MODIS PROFESSIONAL SERVICES IN COMMON 607830106 5704 642700 SH DEFINED 02 436300 0 206400
MONTANA POWER COMPANY COMMON 612085100 10639 301275 SH DEFINED 02 192975 0 108300
J P MORGAN & COMPANY INC COMMON 616880100 7643 69400 SH DEFINED 69400 0 0
MORGAN STANLEY DEAN WITTER & C COMMON 617446448 108148 1299075 SH DEFINED 02 1038875 0 260200
MORRISON KNUDSEN CORPORATION COMMON 61844A109 8283 1142500 SH SOLE 802900 0 339600
MORRISON KNUDSEN CORP WARRANTS OPTION 61844A117 0 76 SH CALL SOLE 0 0 76
MOTIENT CORPORATION COMMON 619908106 43 2700 SH SOLE 2700 0 0
MOTOROLA INC COMMON 620076109 31356 1078931 SH DEFINED 02 1066067 0 12864
MOVIE GALLERY INC COMMON 624581104 312 80400 SH DEFINED 02 58406 0 21994
MYLAN LABORATORIES INC COMMON 628530107 944 51700 SH DEFINED 01 23800 0 27900
MYPOINTS.COM INC COMMON 62855T102 2180 115000 SH SOLE 115000 0 0
NCR CORPORATION COMMON 62886E108 52063 1337100 SH DEFINED 1246800 0 90300
NRG ENERGY INC COMMON 629377102 986 54000 SH SOLE 14000 0 40000
NTL INC COMMON 629407107 41306 689874 SH DEFINED 544255 0 145619
NABISCO HOLDINGS CORPORATION COMMON 629526104 10658 203000 SH SOLE 203000 0 0
NABORS INDUSTRIES INC COMMON 629568106 117618 2829900 SH DEFINED 02 2243718 0 586182
NATIONAL COMPUTER SYSTEMS INC COMMON 635519101 2056 41750 SH DEFINED 18400 0 23350
NATIONAL-OILWELL INC COMMON 637071101 22623 688150 SH DEFINED 176700 0 511450
NATIONAL SEMICONDUCTOR CORPORA COMMON 637640103 91541 1613050 SH DEFINED 02 1170250 0 442800
NATIONWIDE FINANCIAL SERV-CL A COMMON 638612101 99 3000 SH SOLE 0 0 3000
NATURAL MIRCOSYSTEMS CORPORATI COMMON 638882100 31696 281900 SH DEFINED 02 216700 0 65200
NAVISTAR INTERNATIONAL CORP COMMON 63934E108 12 400 SH SOLE 0 0 400
NAVIGANT CONSULTING INC COMMON 63935N107 786 185000 SH SOLE 168000 0 17000
NEOSE TECHNOLOGIES INC COMMON 640522108 5931 141000 SH SOLE 0 0 141000
NETWORK ASSOCIATES INC COMMON 640938106 49301 2419700 SH DEFINED 02 2250500 0 169200
NETCENTIVES INC COMMON 64108P101 405 21000 SH SOLE 21000 0 0
NETOPIA INC COMMON 64114K104 626 15550 SH SOLE 1525 0 14025
NETRO CORPORATION COMMON 64114R109 25956 452400 SH DEFINED 02 375100 0 77300
NETWORK APPLIANCE INC COMMON 64120L104 32699 406200 SH DEFINED 262200 0 144000
NEUBERGER BERMAN INC COMMON 641234109 19 400 SH SOLE 400 0 0
NEUROCRINE BIOSCIENCES INC COMMON 64125C109 9367 263400 SH DEFINED 58800 0 204600
NEW ERA OF NETWORKS INC COMMON 644312100 33953 798900 SH DEFINED 02 797300 0 1600
NEWFOCUS INC COMMON 644383101 4728 57565 SH DEFINED 10300 0 47265
NEW YORK TIMES COMPANY CLASS A COMMON 650111107 557 14100 SH DEFINED 13100 0 1000
<PAGE>
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
NEWELL RUBBERMAID INC COMMON 651229106 53645 2083300 SH DEFINED 1950000 0 133300
NEWFIELD EXPLORATION COMPANY COMMON 651290108 16624 424900 SH DEFINED 225300 0 199600
NEWMARK HOMES CORPORATION COMMON 651578106 1926 299200 SH SOLE 230500 0 68700
NEWPARK RESOURCES INC COMMON 651718504 2950 312600 SH SOLE 275000 0 37600
NEWPORT CORPORATION COMMON 651824104 17528 163240 SH DEFINED 21300 0 141940
NEWS CORPORATION LTD ADR COMMON 652487703 19320 354500 SH DEFINED 351600 0 2900
NEXTEL COMMUNICATION INC CLASS COMMON 65332V103 2313 37810 SH DEFINED 29620 0 8190
NEXTLINK COMMUNICATIONS INC COMMON 65333H707 4439 117000 SH SOLE 117000 0 0
NIKE INC CLASS B COMMON 654106103 11148 280000 SH SOLE 280000 0 0
NIKU CORPORATION COMMON 654113109 1283 38000 SH SOLE 38000 0 0
NISOURCE INC COMMON 65473P105 49663 2666462 SH DEFINED 2480300 0 186162
NOBLE AFFILIATES INC COMMON 654894104 23248 624100 SH DEFINED 529600 0 94500
NOKIA CORPORATION ADR COMMON 654902204 134607 2695513 SH DEFINED 02 2276060 0 419453
NOBLE DRILLING CORPORATION COMMON 655042109 48015 1165775 SH DEFINED 02 707087 0 458688
NORDSTROM INC COMMON 655664100 60892 2524000 SH DEFINED 2355000 0 169000
NORTEL NETWORKS CORPORATION COMMON 656568102 250904 3676245 SH DEFINED 02 2949100 0 727145
NORTHERN BORDER PARTNERS COMMON 664785102 55 2000 SH SOLE 2000 0 0
NORTHERN TRUST COMPANY COMMON 665859104 72210 1109850 SH DEFINED 837450 0 272400
NOVA CORPORATION COMMON 669784100 21909 784200 SH DEFINED 376600 0 407600
NOVARTIS AG-ADR COMMON 66987V109 3328 83200 SH SOLE 83200 0 0
NOVELLUS SYSTEMS INC COMMON 670008101 27580 487600 SH DEFINED 02 280100 0 207500
NOVOSTE CORPORATION COMMON 67010C100 13844 226950 SH DEFINED 63300 0 163650
OM GROUP INC COMMON 670872100 110 2500 SH DEFINED 2500 0 0
OSI PHARMACEUTICALS INC COMMON 671040103 2636 91500 SH SOLE 0 0 91500
OAK TECHNOLOGY INC COMMON 671802106 6760 313500 SH SOLE 0 0 313500
OCEAN ENERGY INC COMMON 67481E106 4808 338875 SH DEFINED 02 270275 0 68600
OCEANEERING INTERNATIONAL INC COMMON 675232102 1911 100600 SH SOLE 93100 0 7500
OFFICE DEPOT INC COMMON 676220106 758 121300 SH DEFINED 01 55000 0 66300
OLD KENT FINANCIAL CORPORATION COMMON 679833103 35349 1321473 SH SOLE 1063951 0 257522
OLD REPUBLIC INTL CORPORATION COMMON 680223104 35 2100 SH SOLE 2100 0 0
OMNICARE INC COMMON 681904108 18867 2081900 SH DEFINED 01 2028700 0 53200
ON ASSIGNMENT INC COMMON 682159108 1186 38900 SH SOLE 6000 0 32900
1-800-FLOWERS.COM INC COMMON 68243Q106 3254 634900 SH SOLE 318000 0 316900
ONI SYSTEMS CORPORATION COMMON 68273F103 246 2100 SH DEFINED 02 1300 0 800
OPEN MARKET INC COMMON 68370M100 7 500 SH SOLE 0 0 500
OPTEL INC 144A COMMON 683817100 89 17825 SH SOLE 17825 0 0
OPTIMAL ROBOTICS CORPORATION COMMON 68388R208 3404 88700 SH SOLE 2000 0 86700
ORACLE SYSTEMS CORPORATION COMMON 68389X105 327721 3898535 SH DEFINED 02 3138263 0 760272
OPTIKA INC COMMON 683973101 570 95000 SH SOLE 83500 0 11500
ORIENTAL FINANCIAL GROUP COMMON 68618W100 72 5000 SH SOLE 0 0 5000
OSHKOSH TRUCK CORPORATION COMMON 688239201 18 500 SH DEFINED 02 500 0 0
OUTBACK STEAKHOUSE INC COMMON 689899102 155 5300 SH SOLE 5300 0 0
OXFORD HEALTH PLANS INC COMMON 691471106 1255 52700 SH DEFINED 02 2800 0 49900
PC CONNECTION INC COMMON 69318J100 3232 56700 SH SOLE 2700 0 54000
PECO ENERGY COMPANY COMMON 693304107 601 14900 SH SOLE 14900 0 0
PG&E CORPORATION COMMON 69331C108 230 9338 SH SOLE 5600 0 3738
PE CORPORATION-PE BIOSYSTEMS G COMMON 69332S102 65650 996580 SH DEFINED 02 830400 0 166180
PE CORPORATION-CELERA GENOMICS COMMON 69332S201 53435 571500 SH DEFINED 02 524100 0 47400
<PAGE>
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
PF CHANGS CHINA BISTRO INC. COMMON 69333Y108 7432 232700 SH DEFINED 43000 0 189700
PMC-SIERRA INC COMMON 69344F106 171078 962800 SH DEFINED 788400 0 174400
PRI AUTOMATION INC COMMON 69357H106 46 700 SH DEFINED 02 500 0 200
PAC-WEST TELECOMM INC COMMON 69371Y101 1030 51500 SH DEFINED 1300 0 50200
PACIFIC CENTURY FINANCIAL CORP COMMON 694058108 3396 232200 SH SOLE 119000 0 113200
PACKARD BIOSCIENCE COMPANY COMMON 695172205 87 5100 SH DEFINED 02 3100 0 2000
PAINE WEBBER GROUP INC COMMON 695629105 24074 529100 SH SOLE 490500 0 38600
PALL CORPORATION COMMON 696429307 1898 102600 SH SOLE 86700 0 15900
PALM INC COMMON 696642107 33151 993300 SH DEFINED 02 884500 0 108800
PANAMSAT CORPORATION COMMON 697933109 12215 279600 SH DEFINED 128400 0 151200
PARK PLACE ENTERTAINMENT CORPO COMMON 700690100 1695 139050 SH DEFINED 02 107574 0 31476
PARKER-HANNIFIN CORPORATION COMMON 701094104 19560 571100 SH DEFINED 534800 0 36300
PATINA OIL & GAS CORPORATION COMMON 703224105 3963 191000 SH SOLE 176100 0 14900
PATTERSON DENTAL COMPANY COMMON 703412106 2729 53500 SH DEFINED 02 49500 0 4000
PAYCHEX INC COMMON 704326107 75606 1800150 SH DEFINED 1316250 0 483900
PEGASUS SOLUTIONS COMMON 705906105 2621 241000 SH SOLE 213100 0 27900
PENNZOIL-QUAKER STATE COMPANY COMMON 709323109 21158 1754000 SH SOLE 1020000 0 734000
PEPSI BOTTLING GROUP INC COMMON 713409100 66597 2281700 SH DEFINED 2150700 0 131000
PEPSICO INC COMMON 713448108 17024 383100 SH SOLE 383100 0 0
PER-SE TECHNOLOGIES INC COMMON 713569309 1 115 SH SOLE 65 0 50
PEREGRINE INVEST HOLDINGS ADR COMMON 713659100X 16 4600 SH SOLE 0 0 4600
PEREGRINE SYSTEMS INC COMMON 71366Q101 5051 145600 SH DEFINED 02 76900 0 68700
PETROLEUM GEO-SERVICES A/S ADR COMMON 716597109 9777 573000 SH SOLE 557500 0 15500
PETROLEUM HELICOPTERS - VTG COMMON 716604103 200 21000 SH SOLE 18700 0 2300
PETROLEUM HELICOPTERS INC COMMON 716604202 630 65500 SH SOLE 51500 0 14000
PHARMACYCLICS INC COMMON 716933106 5496 90100 SH DEFINED 18700 0 71400
PFIZER INC COMMON 717081103 390703 8139656 SH DEFINED 02 6533414 0 1606242
PHARMACEUTICAL PRODUCT DEV INC COMMON 717124101 25857 1231300 SH DEFINED 705200 0 526100
PHARMACIA CORPORATION COMMON 71713U102 11219 217056 SH DEFINED 213641 0 3415
PHELPS DODGE CORPORATION COMMON 717265102 56 1500 SH DEFINED 1500 0 0
PHILIP MORRIS COMPANIES INC COMMON 718154107 21486 808900 SH DEFINED 02 732500 0 76400
PHILLIPS PETROLEUM COMPANY COMMON 718507106 58128 1146800 SH DEFINED 880500 0 266300
PHONE.COM INC COMMON 71920Q100 5542 85100 SH DEFINED 02 85100 0 0
PIER 1 IMPORTS INC DEL COMMON 720279108 10736 1101100 SH SOLE 588300 0 512800
PINNACLE HOLDINGS INC COMMON 72346N101 13843 256350 SH DEFINED 02 137350 0 119000
PITT-DES MOINES INC COMMON 724508106 1756 92400 SH SOLE 76500 0 15900
PITTSTON COMPANY BRINKS GROUP COMMON 725701106 18547 1355000 SH DEFINED 1345300 0 9700
PIXELWORKS INC COMMON 72581M107 1934 85000 SH DEFINED 02 4500 0 80500
PLANTRONICS INC COMMON 727493108 381 3300 SH DEFINED 3300 0 0
PLAYTEX PRODUCTS INC COMMON 72813P100 5312 469600 SH SOLE 349000 0 120600
PLEXUS CORPORATION COMMON 729132100 11018 97500 SH SOLE 4000 0 93500
PLUM CREEK TIMBER COMPANY INC COMMON 729251108 668 25700 SH DEFINED 25700 0 0
POLICY MANAGEMENT SYSTEMS CORP COMMON 731108106 2383 155000 SH SOLE 138000 0 17000
POLYCOM INC COMMON 73172K104 6596 70100 SH SOLE 2500 0 67600
PORTAL SOFTWARE INC COMMON 736126103 40286 630700 SH DEFINED 386900 0 243800
POWER-ONE INC COMMON 739308104 2393 21000 SH SOLE 3000 0 18000
POWERWAVE TECHNOLOGIES INC COMMON 739363109 7836 178100 SH DEFINED 21400 0 156700
POWERTEL INC COMMON 73936C109 4709 66382 SH DEFINED 02 57144 0 9238
PRAXAIR INC COMMON 74005P104 39695 1060300 SH DEFINED 992500 0 67800
PRECISION DRILLING CORPORATION COMMON 74022D100 26114 676100 SH SOLE 401700 0 274400
T ROWE PRICE ASSOCIATES INC COMMON 741477103 6575 154700 SH DEFINED 38100 0 116600
<PAGE>
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
PRICELINE.COM INC COMMON 741503106 179 4700 SH DEFINED 02 3200 0 1500
PRIMEDIA INC COMMON 74157K101 228 10000 SH DEFINED 10000 0 0
PRIDE INTERNATIONAL INC COMMON 741932107 74 3000 SH SOLE 3000 0 0
THE PROCTER & GAMBLE COMPANY COMMON 742718109 4729 82600 SH DEFINED 82600 0 0
PROLOGIS TRUST COMMON 743410102 31969 1500000 SH DEFINED 1500000 0 0
PROSOFTTRAINING.COM COMMON 743477101 9568 569125 SH DEFINED 129000 0 440125
PROTECTIVE LIFE CORPORATION COMMON 743674103 22764 855000 SH SOLE 855000 0 0
PROTEIN DESIGN LABS INC COMMON 74369L103 7505 45500 SH SOLE 2000 0 43500
PROTOCOL SYSTEMS INC COMMON 74371R106 288 18100 SH SOLE 18100 0 0
PROVIDIAN FINANCIAL CORPORATIO COMMON 74406A102 162 1800 SH SOLE 1800 0 0
PROXIM INC COMMON 744284100 9847 99500 SH DEFINED 12900 0 86600
PSINET INC COMMON 74437C101 435 17300 SH SOLE 17300 0 0
PURE RESOURCES INC COMMON 74622E102 1423 79591 SH SOLE 73139 0 6452
QLOGIC CORPORATION COMMON 747277101 2553 38640 SH DEFINED 0 0 38640
QUAKER FABRIC CORPORATION COMMON 747399103 1921 379500 SH SOLE 204600 0 174900
QUAKER OATS COMPANY COMMON 747402105 17053 227000 SH SOLE 227000 0 0
QUALCOMM INC COMMON 747525103 1452 24200 SH DEFINED 02 24200 0 0
QUESTAR CORPORATION COMMON 748356102 194 10000 SH DEFINED 10000 0 0
QUICKLOGIC CORPORATION COMMON 74837P108 772 34700 SH SOLE 6100 0 28600
QWEST COMMUNICATIONS INTL INC COMMON 749121109 3458 69600 SH SOLE 69600 0 0
R&B FALCON CORPORATION COMMON 74912E101 22907 972200 SH SOLE 915500 0 56700
RCN CORPORATION COMMON 749361101 74 2923 SH SOLE 2923 0 0
R.H. DONNELLEY CORPORATION COMMON 74955W307 1930 99600 SH SOLE 87300 0 12300
RSA SECURITY INC COMMON 749719100 5270 76100 SH DEFINED 02 27200 0 48900
RF MICRO DEVICES INC COMMON 749941100 766 8745 SH DEFINED 02 5100 0 3645
RADIOSHACK CORPORATION COMMON 750438103 12360 260900 SH SOLE 191900 0 69000
RANGE RESOURCES CORPORATION COMMON 75281A109 2116 677000 SH SOLE 576000 0 101000
RATIONAL SOFTWARE CORPORATION COMMON 75409P202 29619 318700 SH DEFINED 02 318700 0 0
RAYMOND JAMES FINANCIAL INC COMMON 754730109 2250 100000 SH SOLE 0 0 100000
RAYOVAC CORPORATION COMMON 755081106 2146 95913 SH DEFINED 02 82250 0 13663
RAYTHEON COMPANY CLASS B COMMON 755111408 36866 1915100 SH DEFINED 1785300 0 129800
READERS DIGEST ASSOC INC CLASS COMMON 755267101 28310 712200 SH DEFINED 627200 0 85000
REALNETWORKS INC COMMON 75605L104 9617 190200 SH DEFINED 02 190200 0 0
RECKSON ASSOCIATES REALTY CORP COMMON 75621K106 3589 151100 SH SOLE 75100 0 76000
RED HAT INC. COMMON 756577102 10119 373900 SH DEFINED 02 317700 0 56200
REDBACK NETWORKS INC COMMON 757209101 137509 772525 SH DEFINED 600400 0 172125
REDBACK NETWORKS 144A CONVERTI CONVRT 757209AA9 1419 1250000 PRN SOLE 1250000 0 0
REGIS CORPORATION MINN COMMON 758932107 1554 124325 SH DEFINED 02 76937 0 47388
REHABCARE GROUP INC COMMON 759148109 2970 109000 SH SOLE 0 0 109000
RELIANCE STEEL & ALUMINUM CO COMMON 759509102 11005 575400 SH SOLE 253000 0 322400
RELIANT ENERGY INC COMMON 75952J108 12 400 SH SOLE 0 0 400
REMEC INC COMMON 759543101 6951 166000 SH DEFINED 02 10600 0 155400
REMEDY CORPORATION COMMON 759548100 50 900 SH SOLE 900 0 0
RENAL CARE GROUP INC COMMON 759930100 10931 447000 SH SOLE 192800 0 254200
RENT A CENTER INC COMMON 76009N100 3683 163688 SH DEFINED 02 139525 0 24163
REPUBLIC SERVICES INC COMMON 760759100 29290 1830650 SH SOLE 1790775 0 39875
ROANOKE ELECTRIC STEEL CORPORA COMMON 769841107 829 66300 SH SOLE 54500 0 11800
ROBBINS & MYERS INC COMMON 770196103 297 13000 SH DEFINED 4600 0 8400
ROBERT HALF INTERNATIONAL INC COMMON 770323103 101392 3557600 SH DEFINED 2825400 0 732200
<PAGE>
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
ROFIN SINAR TECHNOLOGIES INC COMMON 775043102 1599 127900 SH SOLE 113000 0 14900
ROLLINS TRUCK LEASING CORPORAT COMMON 775741101 25357 3655125 SH DEFINED 2898750 0 756375
ROSS SYSTEMS INC COMMON 778303107 772 574300 SH SOLE 477000 0 97300
ROYAL GROUP TECHNOLOGIES LTD COMMON 779915107 1378 57700 SH DEFINED 01 24400 0 33300
ROYAL DUTCH PETROLEUM COMPANY COMMON 780257804 29465 478625 SH DEFINED 453175 0 25450
RUBY TUESDAY INC COMMON 781182100 12436 989900 SH DEFINED 687100 0 302800
RURAL CELLULAR CORP-CL A COMMON 781904107 46 600 SH DEFINED 02 400 0 200
SBC COMMUNICATIONS INC COMMON 78387G103 17194 397558 SH DEFINED 376916 0 20642
SBA COMMUNICATIONS CORP COMMON 78388J106 3786 72900 SH DEFINED 02 65000 0 7900
SCP POOL CORPORATION COMMON 784028102 1164 49551 SH DEFINED 02 36936 0 12615
SDL INC COMMON 784076101 354702 1243750 SH DEFINED 02 1018940 0 224810
SEI INVESTMENTS COMPANY COMMON 784117103 36 900 SH SOLE 900 0 0
SF HOLDINGS GROUP INC 144A CLA COMMON 784141855 8 1100 SH SOLE 1100 0 0
S1 CORPORATION COMMON 78463B101 746 32000 SH SOLE 0 0 32000
SABRE HOLDINGS CORP COMMON 785905100 0 0 SH DEFINED 0 0 0
SAFEWAY INC COMMON 786514208 12677 280925 SH SOLE 259875 0 21050
ST JUDE MEDICAL INC COMMON 790849103 1853 40400 SH DEFINED 02 2200 0 38200
ST PAUL COMPANIES INC COMMON 792860108 34 1000 SH SOLE 0 0 1000
SANDISK CORPORATION COMMON 80004C101 10802 176535 SH DEFINED 02 118325 0 58210
SANTA FE SNYDER CORPORATION COMMON 80218K105 151 13300 SH SOLE 13300 0 0
SAPIENT CORPORATION COMMON 803062108 786 7350 SH DEFINED 02 5200 0 2150
SARA LEE CORPORATION COMMON 803111103 2031 105189 SH DEFINED 02 5500 0 99689
SAWTEK INC COMMON 805468105 16933 294175 SH DEFINED 02 103850 0 190325
HENRY SCHEIN INC COMMON 806407102 2027 117500 SH SOLE 105000 0 12500
SCHERING-PLOUGH CORPORATION COMMON 806605101 72427 1434200 SH DEFINED 01 1051700 0 382500
SCHLUMBERGER LTD COMMON 806857108 46358 621213 SH DEFINED 02 611200 0 10013
THE CHARLES SCHWAB CORPORATION COMMON 808513105 52931 1574150 SH DEFINED 02 1087775 0 486375
SCIENTIFIC ATLANTA INC COMMON 808655104 38867 521700 SH SOLE 368000 0 153700
THE EW SCRIPPS COMPANY CLASS A COMMON 811054204 71162 1444921 SH DEFINED 1255600 0 189321
SEAGATE TECHNOLOGY INC COMMON 811804103 49977 908677 SH DEFINED 798200 0 110477
SEAGRAM CO LTD 7.5% CONV PFD PREFER 811850205 1295 24100 SH SOLE 24100 0 0
SEACOR SMIT INC COMMON 811904101 8461 218700 SH SOLE 57000 0 161700
SECURITY CAPITAL GROUP INC CLA COMMON 81413P204 20570 1210000 SH SOLE 1210000 0 0
SEGUE SOFTWARE INC COMMON 815807102 3190 380900 SH DEFINED 194600 0 186300
SEMTECH CORPORATION COMMON 816850101 5385 70400 SH DEFINED 30800 0 39600
SENSORMATIC ELECTRONICS CORP COMMON 817265101 182 11500 SH DEFINED 02 6600 0 4900
SEPRACOR INC COMMON 817315104 47140 390800 SH DEFINED 02 333900 0 56900
SEQUENOM INC COMMON 817337108 6194 136500 SH DEFINED 10500 0 126000
SERENA SOFTWARE INC COMMON 817492101 1987 43765 SH SOLE 3325 0 40440
SHARPER IMAGE CORPORATION COMMON 820013100 1738 139000 SH SOLE 123000 0 16000
SHOPKO STORES INC COMMON 824911101 14137 919500 SH SOLE 458400 0 461100
SIEBEL SYSTEMS INC COMMON 826170102 69301 423700 SH DEFINED 02 349800 0 73900
SILICON STORAGE TECHNOLOGY INC COMMON 827057100 7065 80000 SH SOLE 1500 0 78500
SILICON IMAGE INC COMMON 82705T102 2314 46400 SH DEFINED 02 2500 0 43900
SILICON VALLEY BANCSHARES COMMON 827064106 5115 120000 SH SOLE 5000 0 115000
SILICON VALLEY GROUP INC COMMON 827066101 1930 74600 SH SOLE 66100 0 8500
SIRIUS SATELLITE RADIO INC COMMON 82966U103 10378 234200 SH DEFINED 02 217000 0 17200
SIPEX CORPORATION COMMON 829909100 2547 92000 SH SOLE 0 0 92000
SIZZLER INTERNATIONAL INC COMMON 830139101 878 342600 SH SOLE 270000 0 72600
AO SMITH CORPORATION COMMON 831865209 687 32800 SH SOLE 29000 0 3800
SMITH INTERNATIONAL INC COMMON 832110100 62429 857400 SH DEFINED 781400 0 76000
<PAGE>
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
SMITHKLINE BEECHAM PLC ADR COMMON 832378301 196 3000 SH SOLE 0 0 3000
SOLECTRON CORPORATION COMMON 834182107 2793 66700 SH DEFINED 02 65200 0 1500
SOLUTIA INC COMMON 834376105 36314 2641000 SH DEFINED 2465000 0 176000
SONERA OYJ SPONSORED ADR COMMON 835433202 97 2110 SH SOLE 1370 0 740
SONIC FOUNDRY INC COMMON 83545R108 1730 82400 SH DEFINED 02 4400 0 78000
SONICWALL INC COMMON 835470105 14002 159000 SH DEFINED 02 159000 0 0
SONOCO PRODUCTS COMPANY COMMON 835495102 17410 846700 SH DEFINED 625000 0 221700
SONY CORPORATION ADR COMMON 835699307 302 3200 SH DEFINED 3200 0 0
SPECTRALINK CORPORATION COMMON 847580107 3547 242500 SH SOLE 0 0 242500
SPINNAKER EXPLORATION CO COMMON 84855W109 28257 1102700 SH DEFINED 569400 0 533300
SPLASH TECHNOLOGY HOLDINGS INC COMMON 848623104 1198 152100 SH SOLE 128000 0 24100
SPRINT CORPORATION COMMON 852061100 17095 335200 SH SOLE 335200 0 0
SPRINT CORPORATION PCS GROUP COMMON 852061506 69978 1176100 SH DEFINED 951700 0 224400
STARBUCKS CORPORATION COMMON 855244109 4315 113000 SH DEFINED 0 0 113000
STARWOOD HOTELS & RESORTS WORL COMMON 85590A203 63932 1970600 SH DEFINED 1321200 0 649400
STATE STREET CORPORATION COMMON 857477103 24691 232800 SH SOLE 189300 0 43500
STATION CASINOS INC COMMON 857689103 18 700 SH SOLE 700 0 0
STEIN MART INC COMMON 858375108 1722 168000 SH SOLE 0 0 168000
STMICROELECTRONICS NV-NY SHS COMMON 861012102 43359 675500 SH SOLE 675500 0 0
STONE ENERGY CORPORATION COMMON 861642106 22926 383700 SH SOLE 108300 0 275400
STORAGENETWORKS INC COMMON 86211E103 5776 64000 SH DEFINED 02 33600 0 30400
STRYKER CORPORATION COMMON 863667101 49586 1133400 SH DEFINED 864600 0 268800
SUBURBAN LODGES OF AMERICA INC COMMON 864444104 19 3274 SH SOLE 948 0 2326
SUIZA FOODS CORPORATION COMMON 865077101 2395 49000 SH SOLE 0 0 49000
SUN MICROSYSTEMS INC COMMON 866810104 150958 1660015 SH DEFINED 1256625 0 403390
SUNGARD DATA SYSTEMS INC COMMON 867363103 12788 412500 SH DEFINED 02 355600 0 56900
SUNTRUST BANKS INC COMMON 867914103 18503 405000 SH SOLE 405000 0 0
SUPERVALU INC COMMON 868536103 22069 1157700 SH SOLE 1157700 0 0
SWIFT TRANSPORTATION CO INC COMMON 870756103 3003 214500 SH SOLE 109200 0 105300
SYBASE INC COMMON 871130100 23000 1000000 SH SOLE 1000000 0 0
SYBRON INTERNATIONAL CORPORATI COMMON 87114F106 58920 2973860 SH DEFINED 02 2639164 0 334696
SYCAMORE NETWORKS INC COMMON 871206108 33300 301700 SH DEFINED 02 272200 0 29500
SYKES ENTERPRISES INC COMMON 871237103 193 15000 SH SOLE 15000 0 0
SYMANTEC CORPORATION COMMON 871503108 779 14440 SH SOLE 1350 0 13090
SYMBOL TECHNOLOGIES INC COMMON 871508107 24867 460500 SH SOLE 460500 0 0
SYMMETRICOM INC COMMON 871543104 2247 89000 SH SOLE 0 0 89000
SYNOPSYS INC COMMON 871607107 16590 480000 SH SOLE 480000 0 0
SYNTHETECH INC COMMON 87162E100 3 1000 SH SOLE 0 0 1000
SYNTROLEUM CORPORATION COMMON 871630109 17015 993600 SH DEFINED 578600 0 415000
<PAGE>
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
SYSCO CORPORATION COMMON 871829107 46 1100 SH SOLE 0 0 1100
SYSTEMS & COMPUTER TECHNOLOGY COMMON 871873105 132 6600 SH SOLE 6600 0 0
TBC CORPORATION COMMON 872180104 1549 335000 SH SOLE 273000 0 62000
TCF FINANCIAL CORPORATION COMMON 872275102 3951 153808 SH DEFINED 02 129225 0 24583
TESSCO TECHNOLOGIES INC COMMON 872386107 6 200 SH SOLE 0 0 200
TJX COMPANIES INC COMMON 872540109 18375 980000 SH SOLE 980000 0 0
TMP WORLDWIDE INC COMMON 872941109 22144 300000 SH SOLE 300000 0 0
TV GUIDE INC-CL A COMMON 87307Q109 10357 302400 SH SOLE 132700 0 169700
TXU CORPORATION COMMON 873168108 664 22500 SH SOLE 22500 0 0
TAIWAN SEMICONDUCTOR ADR COMMON 874039100 5643 145636 SH SOLE 145636 0 0
TALISMAN ENERGY INC COMMON 87425E103 19408 585900 SH SOLE 351100 0 234800
TARGET CORPORATION COMMON 87612E106 13991 241225 SH SOLE 235125 0 6100
TECHNE CORP COMMON 878377100 13104 100800 SH DEFINED 14900 0 85900
TECHNITROL INC COMMON 878555101 19 200 SH SOLE 200 0 0
TEKELEC COMMON 879101103 34334 712500 SH DEFINED 179900 0 532600
TEKTRONIX INC COMMON 879131100 7563 102200 SH SOLE 97400 0 4800
TELEFONOS DE MEXICO SA ADR SER COMMON 879403780 5608 98174 SH SOLE 98174 0 0
TELEPHONE & DATA SYSTEMS INC COMMON 879433100 29544 294700 SH SOLE 238700 0 56000
TELLABS INC COMMON 879664100 65012 949950 SH DEFINED 755450 0 194500
TELETECH HOLDINGS INC COMMON 879939106 2112 68000 SH SOLE 0 0 68000
TENET HEALTHCARE CORPORATION COMMON 88033G100 29216 1082075 SH DEFINED 02 982575 0 99500
TENNANT COMPANY COMMON 880345103 713 19000 SH SOLE 15000 0 4000
TERADYNE INC COMMON 880770102 9746 132600 SH SOLE 100500 0 32100
TERAYON COMMUNICATION SYSTEMS COMMON 880775101 11877 184900 SH DEFINED 02 157400 0 27500
TEVA PHAR INDUSTRIES LTD ADR COMMON 881624209 19874 358500 SH SOLE 350000 0 8500
TETRA TECH INC COMMON 88162G103 4598 201000 SH SOLE 0 0 201000
TEXACO INC COMMON 881694103 12496 234675 SH DEFINED 02 232675 0 2000
TEXAS INSTRUMENTS INC COMMON 882508104 152228 2216240 SH DEFINED 02 1783540 0 432700
TEXTRON INC COMMON 883203101 2075 38200 SH SOLE 38200 0 0
THERMO ELECTRON CORPORATION COMMON 883556102 24222 1150000 SH SOLE 1150000 0 0
THOMAS & BETTS CORPORATION COMMON 884315102 2917 152500 SH SOLE 80800 0 71700
THORATEC LABORATORIES CORP COMMON 885175307 1327 82000 SH SOLE 0 0 82000
3COM CORPORATION COMMON 885535104 3630 63000 SH SOLE 63000 0 0
TIBCO SOFTWARE INC COMMON 88632Q103 76683 715100 SH DEFINED 02 559600 0 155500
TICKET MASTER ONLINE-CITYSRCH COMMON 88633P203 18668 1171300 SH SOLE 675600 0 495700
TIDEWATER INC COMMON 886423102 34477 957700 SH SOLE 905500 0 52200
TIFFANY & COMPANY COMMON 886547108 18461 273500 SH SOLE 195500 0 78000
TIMBERLAND COMPANY-CLASS A COMMON 887100105 814 11500 SH SOLE 1500 0 10000
TIME WARNER INC COMMON 887315109 40048 526950 SH DEFINED 424100 0 102850
TITAN PHARMACEUTICALS INC COMMON 888314101 19673 457500 SH SOLE 18000 0 439500
TOLLGRADE COMMUNICATIONS INC COMMON 889542106 7009 52900 SH DEFINED 17700 0 35200
TOPPS COMPANY INC COMMON 890786106 304 26400 SH DEFINED 02 17200 0 9200
TOSCO CORPORATION COMMON 891490302 22494 794500 SH DEFINED 794500 0 0
TOWER AUTOMOTIVE INC COMMON 891707101 4736 378900 SH SOLE 221300 0 157600
TOYS R US INC COMMON 892335100 42632 2927500 SH DEFINED 2735000 0 192500
TRANSACTION SYST ARCHITS-CL A COMMON 893416107 16637 971500 SH SOLE 558900 0 412600
TRANSMONTAIGNE INC COMMON 893934109 74 12000 SH DEFINED 12000 0 0
TRANSWITCH CORPORATION COMMON 894065101 5822 75425 SH DEFINED 18700 0 56725
TRIAD HOSPITALS INC COMMON 89579K109 10084 416900 SH SOLE 116600 0 300300
TRICO MARINE SERVICES INC COMMON 896106101 4641 364000 SH SOLE 23000 0 341000
TRIMBLE NAVIGATION LTD COMMON 896239100 7132 146100 SH SOLE 8100 0 138000
<PAGE>
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
TRINITY INDUSTRIES INC COMMON 896522109 15170 820000 SH SOLE 820000 0 0
TRIQUINT SEMICONDUCTOR INC COMMON 89674K103 18870 197200 SH DEFINED 152000 0 45200
TRIZETTO GROUP INC COMMON 896882107 1831 113100 SH DEFINED 02 6100 0 107000
TRUE NORTH COMMUNICATIONS INC COMMON 897844106 25335 575800 SH DEFINED 340700 0 235100
TULARIK INC COMMON 899165104 5289 179300 SH DEFINED 91600 0 87700
TUPPERWARE CORPORATION COMMON 899896104 2717 123500 SH SOLE 5000 0 118500
TURNSTONE SYSTEMS INC COMMON 900423104 3280 19800 SH DEFINED 02 1600 0 18200
TUT SYSTEMS INC COMMON 901103101 402 7000 SH SOLE 1250 0 5750
24/7 MEDIA INC COMMON 901314104 3969 254000 SH SOLE 127000 0 127000
TYCO INTERNATIONAL LTD COMMON 902124106 13707 289332 SH SOLE 289332 0 0
UCAR INTERNATIONAL INC COMMON 90262K109 1314 100600 SH DEFINED 01 45200 0 55400
USX-MARATHON GROUP COMMON 902905827 602 24000 SH DEFINED 24000 0 0
U S BANCORP COMMON 902973106 9 450 SH SOLE 0 0 450
U S CONCRETE INC COMMON 90333L102 496 62000 SH SOLE 53000 0 9000
USX US STEEL GROUP COMMON 90337T101 37 2000 SH DEFINED 2000 0 0
UTI ENERGY CORPORATION COMMON 903387108 13510 336700 SH DEFINED 02 12700 0 324000
UNIFI INC COMMON 904677101 24036 1942300 SH DEFINED 1931100 0 11200
UNICOM CORPORATION COMMON 904911104 1691 43700 SH SOLE 43700 0 0
UNION CARBIDE CORPORATION COMMON 905581104 594 12000 SH SOLE 12000 0 0
UNION PACIFIC CORPORATION COMMON 907818108 11 300 SH SOLE 0 0 300
UNION PACIFIC RESOURCES GROUP COMMON 907834105 10476 476200 SH DEFINED 02 396525 0 79675
UNIONBANCAL CORPORATION COMMON 908906100 5663 305100 SH SOLE 134300 0 170800
UNISYS CORPORATION COMMON 909214108 157 10800 SH DEFINED 10800 0 0
UNITED PARCEL SERVICE INC CLAS COMMON 911312106 2755 46700 SH DEFINED 02 43125 0 3575
UNITED STATES CELLULAR CORPORA COMMON 911684108 78113 1239896 SH DEFINED 1032600 0 207296
US CELLULAR CORP LYONS CONV CONVRT 911684AA6 897 1514000 PRN SOLE 0 0 1514000
US WEST INC COMMON 91273H101 1423 16600 SH SOLE 16400 0 200
UNITED STATIONERS INC COMMON 913004107 17 525 SH SOLE 525 0 0
UNITED TECHNOLOGIES CORPORATIO COMMON 913017109 22944 389700 SH DEFINED 381775 0 7925
UNITED GLOBALCOM INC-CL A COMMON 913247508 16109 344580 SH DEFINED 340000 0 4580
UNITEDHEALTH GROUP INC COMMON 91324P102 142131 1657500 SH DEFINED 02 1492900 0 164600
UNIVERSAL ACCESS INC COMMON 913363107 761 25000 SH SOLE 25000 0 0
UNIVERSAL FOODS CORPORATION COMMON 913538104 5180 280000 SH SOLE 160700 0 119300
UNIVERSAL HEALTH SERVICES-CL B COMMON 913903100 7649 115900 SH SOLE 81100 0 34800
UNIVISION COMMUNICATIONS INC COMMON 914906102 82412 796250 SH DEFINED 02 540550 0 255700
UNOCAL CORPORATION COMMON 915289102 59615 1799700 SH DEFINED 1684700 0 115000
UNOVA INC COMMON 91529B106 1590 217500 SH SOLE 191200 0 26300
UNUMPROVIDENT CORPORATION COMMON 91529Y106 10560 526354 SH SOLE 239371 0 286983
USINTERNETWORKING INC COMMON 917311805 43976 2151717 SH DEFINED 02 1771791 0 379926
VA LINUX SYSTEMS INC COMMON 91819B105 2692 62600 SH DEFINED 02 3400 0 59200
VALASSIS COMMUNICATIONS INC COMMON 918866104 3321 87100 SH DEFINED 40700 0 46400
VALERO ENERGY CORP COMMON 91913Y100 21580 679700 SH SOLE 393600 0 286100
VARIAN SEMICONDUCTOR EQUIP COMMON 922207105 9956 158500 SH SOLE 35500 0 123000
VARIAN MEDICAL SYSTEMS INC COMMON 92220P105 587 15000 SH SOLE 15000 0 0
VASTAR RESOURCES INC COMMON 922380100 41 500 SH SOLE 0 0 500
VENATOR GROUP INC COMMON 922944103 17625 1719500 SH SOLE 988600 0 730900
VERITAS SOFTWARE CORPORATION COMMON 923436109 217303 1922774 SH DEFINED 02 1535975 0 386799
VERITAS SOFTWARE CORP CONV NOT CONVRT 923436AB5 10236 865000 PRN SOLE 865000 0 0
VERITY INC COMMON 92343C106 5358 141000 SH SOLE 100000 0 41000
VERISIGN INC COMMON 92343E102 99684 564784 SH DEFINED 02 451710 0 113074
VERSATEL TELECOM INTL ADR COMMON 925301103 1396 32374 SH SOLE 32374 0 0
<PAGE>
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
----------------------------- --------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
VERTICALNET INC COMMON 92532L107 27736 750900 SH DEFINED 02 632800 0 118100
VIACOM INTERNATIONAL INC COMMON 925524308 83598 1226006 SH DEFINED 02 790240 0 435766
VIASYSTEMS GROUP INC COMMON 92553H100 1455 89900 SH DEFINED 02 80000 0 9900
VICINITY CORPORATION COMMON 925653107 41 2100 SH DEFINED 2100 0 0
VIGNETTE CORPORATION COMMON 926734104 48591 934155 SH DEFINED 02 858371 0 75784
VINTAGE PETROLEUM INC COMMON 927460105 47 2100 SH SOLE 2100 0 0
VIRATA CORPORATION COMMON 927646109 4049 67900 SH DEFINED 02 900 0 67000
VISHAY INTERTECHNOLOGY INC COMMON 928298108 377 9950 SH DEFINED 02 9550 0 400
VISTEON CORPORATION COMMON 92839U107 31 2550 SH DEFINED 02 2544 0 6
VISUAL NETWORKS INC COMMON 928444108 1254 44000 SH SOLE 0 0 44000
VISX INC COMMON 92844S105 9962 355000 SH SOLE 214000 0 141000
VITESSE SEMICONDUCTOR CORPORAT COMMON 928497106 35067 476700 SH SOLE 336400 0 140300
VITRIA TECHNOLOGY INC COMMON 92849Q104 2017 33000 SH SOLE 33000 0 0
VODAFONE AIRTOUCH PLC ADR COMMON 92857T107 64656 1560318 SH DEFINED 02 1476300 0 84018
VOICESTREAM WIRELESS CORPORATI COMMON 928615103 170179 1463314 SH DEFINED 02 1184550 0 278764
VORNADO REALTY TRUST COMMON 929042109 2095 60300 SH DEFINED 60300 0 0
VORNADO OPERATING INC COMMON 92904N103 31 4020 SH DEFINED 4020 0 0
WHX CORPORATION COMMON 929248102 1620 294500 SH SOLE 260000 0 34500
WACKENHUT CORP CLASS B COMMON 929794303 792 84500 SH SOLE 84500 0 0
WACKENHUT CORRECTIONS CORP COMMON 929798106 319 42500 SH SOLE 0 0 42500
WADDELL & REED FINANCIAL INC C COMMON 930059100 10048 306226 SH DEFINED 02 282092 0 24134
WAL-MART STORES INC COMMON 931142103 98372 1707100 SH DEFINED 1277525 0 429575
WALGREEN COMPANY COMMON 931422109 110801 3442350 SH DEFINED 2608550 0 833800
WASHINGTON MUTUAL INC COMMON 939322103 10669 369500 SH SOLE 279500 0 90000
WASTE MANAGEMENT INC COMMON 94106L109 4598 242000 SH DEFINED 02 224600 0 17400
WATCHGUARD TECHNOLOGIES INC COMMON 941105108 3538 64400 SH DEFINED 02 3400 0 61000
WATERS CORPORATION COMMON 941848103 5552 44480 SH DEFINED 0 0 44480
WATSON PHARMACEUTICALS INC COMMON 942683103 87650 1630700 SH DEFINED 02 1547000 0 83700
WEATHERFORD INTERNATIONAL INC COMMON 947074100 76342 1917532 SH DEFINED 1575702 0 341830
WEBCO INDUSTRIES INC COMMON 947621108 354 115700 SH SOLE 92600 0 23100
WEBTRENDS CORPORATION COMMON 94844D104 13281 343300 SH DEFINED 32500 0 310800
WEBVAN GROUP INC COMMON 94845V103 24336 3342300 SH DEFINED 02 2850500 0 491800
WELLPOINT HEALTH NETWORKS INC COMMON 94973H108 24745 341600 SH DEFINED 297500 0 44100
WELLS FARGO COMPANY COMMON 949746101 67789 1749400 SH DEFINED 01 1611000 0 138400
WENDY'S INTERNATIONAL INC COMMON 950590109 109 6100 SH SOLE 6100 0 0
WERNER ENTERPRISES INC COMMON 950755108 7524 650700 SH SOLE 453700 0 197000
WESLEY JESSEN VISIONCARE INC COMMON 951018100 473 12600 SH SOLE 0 0 12600
WESTERN GAS RESOURCES INC COMMON 958259103 210 10000 SH DEFINED 10000 0 0
WESTERN WIRELESS CORP CL-A COMMON 95988E204 26389 484200 SH DEFINED 278400 0 205800
WESTWOOD ONE INC COMMON 961815107 399 11700 SH DEFINED 02 10200 0 1500
WEYERHAEUSER COMPANY COMMON 962166104 26230 610000 SH DEFINED 610000 0 0
WHITMAN CORPORATION COMMON 96647R107 48474 3917100 SH DEFINED 3665000 0 252100
WILLAMETTE INDUSTRIES INC COMMON 969133107 169 6200 SH DEFINED 6200 0 0
WIND RIVER SYSTEMS INC COMMON 973149107 2227 58800 SH DEFINED 02 3200 0 55600
WINSTAR COMMUNICATIONS INC COMMON 975515107 12867 379850 SH DEFINED 02 378400 0 1450
WISCONSIN CENTRAL TRANSPORTATI COMMON 976592105 20982 1613970 SH DEFINED 02 1048799 0 565171
WISCONSIN ENERGY CORPORATION COMMON 976657106 25 1275 SH SOLE 675 0 600
WORLD ACCEPTANCE CORPORATION COMMON 981419104 3801 724000 SH SOLE 597000 0 127000
WORLDCOM, INC. COMMON 98157D106 40987 893452 SH DEFINED 870707 0 22745
XILINX INC COMMON 983919101 125889 1524775 SH DEFINED 1253675 0 271100
YAHOO INC COMMON 984332106 29619 239100 SH DEFINED 02 239100 0 0
<PAGE>
YOUNG & RUBICAM INC COMMON 987425105 5902 103200 SH DEFINED 31300 0 71900
ZALE CORPORATION COMMON 988858106 19054 522025 SH SOLE 299800 0 222225
ZEBRA TECHNOLOGIES CORPORATION COMMON 989207105 15731 355000 SH SOLE 200725 0 154275
ZIFF-DAVIS INC COMMON 989511100 133 14800 SH SOLE 14800 0 0
ZYGO CORPORATION COMMON 989855101 9381 103300 SH DEFINED 44800 0 58500
ZOLL MEDICAL CORP COMMON 989922109 5524 112725 SH DEFINED 29900 0 82825
A C E LTD COMMON G0070K103 65569 2341739 SH DEFINED 2105500 0 236239
AMDOCS LTD COMMON G02602103 31460 409900 SH DEFINED 02 275900 0 134000
APEX SILVER MINES LIMITED COMMON G04074103 1618 162800 SH SOLE 140100 0 22700
EVEREST RE GROUP LTD COMMON G3223R108 16 500 SH SOLE 500 0 0
FRESH DEL MONTE PRODUCE INC COMMON G36738105 9594 1395500 SH SOLE 872700 0 522800
GEMSTAR INTERNATIONAL GROUP LT COMMON G3788V106 27777 452000 SH SOLE 340000 0 112000
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