-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, V0Sjk4drmwzIR5HlLZ5RV3rPPghZOWPtB9z+cf+lsdSWwToOumRr9Y0QKqzGei/k EIL0yIc6asx+gWBlNVMzBA== 0000080835-03-000010.txt : 20030711 0000080835-03-000010.hdr.sgml : 20030711 20030711115024 ACCESSION NUMBER: 0000080835-03-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20030630 FILED AS OF DATE: 20030711 EFFECTIVENESS DATE: 20030711 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PROVIDENT INVESTMENT COUNSEL CENTRAL INDEX KEY: 0000080835 IRS NUMBER: 952989756 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-00969 FILM NUMBER: 03783170 BUSINESS ADDRESS: STREET 1: 300 N LAKE AVE STE 1001 CITY: PASADENA STATE: CA ZIP: 91101 BUSINESS PHONE: 6264498500 MAIL ADDRESS: STREET 1: 300 NORTH LAKE AVENUE CITY: PASADENA STATE: CA ZIP: 91101 FORMER COMPANY: FORMER CONFORMED NAME: PROVIDENT INVESTMENT COUNSEL INC DATE OF NAME CHANGE: 19920507 13F-HR 1 pic13f-2q03.txt I REPRESENT THAT I AM AUTHORIZED TO SUBMIT THIS FORM AND THAT ALL INFORMATION "IN THIS FORM AND THE ATTACHMENTS TO IT IS TRUE, CORRECT AND COMPLETE, AND I" "UNDERSTAND THAT ALL REQUIRED ITEMS, STATEMENTS AND SCHEDULES ARE INTEGRAL" PARTS OF THIS FORM AND THAT THE SUBMISSION OF ANY AMENDMENT REPRESENTS THAT "ALL UNAMENDED ITEMS, STATEMENTS AND SCHEDULES REMAIN TRUE, CORRECT AND" COMPLETE AS PREVIOUSLY SUBMITTED. I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934. July 11, 2003 PROVIDENT INVESTMENT COUNSEL, INC By: /s/ Aaron Eubanks - -------------------------- Aaron Eubanks Managing Director and Chief Operating Officer VALUE SHARES/ SH/ PUT/ INVSTMT -----VOTING AUTHORITY----- NAME OF ISSUER -TITLE OF CLASS- --CUSIP-- x$1000 PRN AMT PRN CALL DSCRETN -MANAGERS- SOLE SHARED NONE AOL TIME WARNER INC COMMON 00184A105 46 2850 SH SOLE 2850 0 0 ATI TECHNOLOGIES INC COMMON 001941103 19855 1946584 SH OTHER 1782284 0 164300 ATMI INC COMMON 00207R101 9639 386333 SH OTHER 374233 0 12100 AAIPHARMA INC COMMON 00252W104 16956 853770 SH OTHER 760670 0 93100 AARON RENTS INC COMMON 002535201 16762 649681 SH OTHER 583881 0 65800 ABBOTT LABS COMMON 002824100 302 6900 SH SOLE 6900 0 0 ABLE LABORATORIES INC COM NEW 00371N407 4427 224740 SH OTHER 217840 0 6900 ACETO CORP COMMON 004446100 5014 270590 SH OTHER 262190 0 8400 ADOBE SYS INC COMMON 00724F101 10751 335246 SH SOLE 283946 0 51300 ADTRAN INC COMMON 00738A106 15830 306656 SH OTHER 278156 0 28500 AEROPOSTALE COMMON 007865108 11717 545492 SH OTHER 528592 0 16900 AFFILIATED COMPUTER SERV CL A 008190100 31070 679431 SH SOLE 597611 0 81820 AFFYMETRIX INC COMMON 00826T108 10203 517651 SH OTHER 501451 0 16200 AIRTRAN HLDGS INC COMMON 00949P108 6724 642200 SH OTHER 622300 0 19900 ALARIS MEDICAL SYSTEMS I COMMON 011637105 9433 728450 SH OTHER 705650 0 22800 ALKERMES INC COMMON 01642T108 3660 344613 SH OTHER 333913 0 10700 ALLIANCE DATA SYSTEMS CO COMMON 018581108 9402 401809 SH OTHER 362209 0 39600 ALLIANCE GAMING CORP COM NEW 01859P609 8501 449529 SH OTHER 435329 0 14200 ALLIANT TECHSYSTEMS INC COMMON 018804104 6514 125482 SH SOLE 97455 0 28027 ALTERA CORP COMMON 021441100 21341 1298886 SH SOLE 1149076 0 149810 AMERICAN HEALTHWAYS INC COMMON 02649V104 8838 245360 SH OTHER 237760 0 7600 AMERICAN INTL GROUP INC COMMON 026874107 94 1700 SH SOLE 1700 0 0 AMERICAN PHARMACEUTICALS COMMON 02886P109 12635 372708 SH OTHER 335108 0 37600 AMERICAN WOODMARK CORP COMMON 030506109 3754 79927 SH OTHER 77427 0 2500 AMGEN INC COMMON 031162100 46824 710095 SH SOLE 647475 0 62620 ANALOG DEVICES INC COMMON 032654105 66 1900 SH SOLE 1900 0 0 ANGIOTECH PHARMACEUTICAL COMMON 034918102 14555 357882 SH OTHER 323982 0 33900 ANHEUSER BUSCH COS INC COMMON 035229103 276 5400 SH SOLE 5400 0 0 ANTEON INTL CORP COMMON 03674E108 15178 543812 SH OTHER 490312 0 53500 APOLLO GROUP INC CL A 037604105 61691 998229 SH SOLE 917546 0 80683 APOLLO GROUP INC COM UNV PHOENX 037604204 11090 220521 SH SOLE 220521 0 0 APPLIED MATLS INC COMMON 038222105 28932 1826494 SH SOLE 1562644 0 263850 ARIBA INC COMMON 04033V104 2 600 SH SOLE 600 0 0 ASK JEEVES INC COMMON 045174109 9162 671196 SH OTHER 648496 0 22700 AT RD INC COMMON 04648K105 2074 189900 SH OTHER 184150 0 5750 ATLANTIC COAST AIRLINES COMMON 048396105 2386 179300 SH OTHER 165700 0 13600 AVID TECHNOLOGY INC COMMON 05367P100 8836 250100 SH OTHER 242400 0 7700 AVOCENT CORP COMMON 053893103 8910 298100 SH OTHER 288800 0 9300 BJ SVCS CO COMMON 055482103 49917 1336112 SH SOLE 1217062 0 119050 BANK OF THE OZARKS INC COMMON 063904106 4188 109000 SH OTHER 105350 0 3650 BANKUNITED FINL CORP CL A 06652B103 8887 442566 SH OTHER 428666 0 13900 BARR LABS INC COMMON 068306109 26268 401037 SH SOLE 322637 0 78400 BEA SYS INC COMMON 073325102 26 2400 SH SOLE 2400 0 0 BEAR STEARNS COS INC COMMON 073902108 6829 94301 SH SOLE 79601 0 14700 BED BATH & BEYOND INC COMMON 075896100 86386 2225308 SH SOLE 2025248 0 200060 BERKLEY W R CORP COMMON 084423102 17989 341338 SH OTHER 314838 0 26500 BORG WARNER INC COMMON 099724106 19687 305705 SH OTHER 285005 0 20700 BOSTON COMMUNICATIONS GR COMMON 100582105 11280 667065 SH OTHER 646465 0 20600 BOSTON SCIENTIFIC CORP COMMON 101137107 68792 1125899 SH SOLE 1063279 0 62620 BRINKER INTL INC COMMON 109641100 35269 979153 SH SOLE 839353 0 139800 BROADCOM CORP CL A 111320107 15 600 SH SOLE 600 0 0 BUSINESS OBJECTS S A DEPOSITORY RECEI 12328X107 9686 443104 SH OTHER 428904 0 14200 CABLEVISION SYS CORP CL A NY CABLVS 12686C109 7561 364216 SH SOLE 261116 0 103100 CAL DIVE INTL INC COMMON 127914109 13818 634415 SH OTHER 614315 0 20100 CALPINE CORP COMMON 131347106 14 2100 SH SOLE 2100 0 0 CAPITAL AUTOMOTIVE REIT COM SH BEN INT 139733109 28 1000 SH SOLE 1000 0 0 CAREMARK RX INC COMMON 141705103 12940 503902 SH SOLE 369402 0 134500 CARMAX INC COMMON 143130102 20991 696203 SH OTHER 650703 0 45500 CELGENE CORP COMMON 151020104 7691 253502 SH SOLE 214702 0 38800 CHATTEM INC COMMON 162456107 13152 699939 SH OTHER 630939 0 69000 CHESAPEAKE ENERGY CORP COMMON 165167107 8531 844622 SH OTHER 720722 0 123900 CHICAGO BRIDGE & IRON CO DEPOSITORY RECEI 167250109 9308 410408 SH OTHER 397008 0 13400 CHIPPAC INC CL A 169657103 13675 1797012 SH OTHER 1602162 0 194850 CIENA CORP COMMON 171779101 14 2800 SH SOLE 2800 0 0 CISCO SYS INC COMMON 17275R102 57439 3421003 SH SOLE 3016433 0 404570 CLAIRES STORES INC COMMON 179584107 8714 343605 SH OTHER 332905 0 10700 COCA COLA CO COMMON 191216100 186 4000 SH SOLE 4000 0 0 COGNIZANT TECHNOLOGY SOL CL A 192446102 39820 1632616 SH OTHER 1500666 0 131950 COGNOS INC COMMON 19244C109 20956 774993 SH OTHER 675093 0 99900 CORINTHIAN COLLEGES INC COMMON 218868107 12396 256602 SH OTHER 248602 0 8000 CORNING INC COMMON 219350105 21 2900 SH SOLE 2900 0 0 CORPORATE EXECUTIVE BRD COMMON 21988R102 18295 448192 SH OTHER 434192 0 14000 COST PLUS INC CALIF COMMON 221485105 15295 428791 SH OTHER 415591 0 13200 COSTCO WHSL CORP NEW COMMON 22160K105 357 9760 SH SOLE 9760 0 0 COSTAR GROUP INC COMMON 22160N109 12695 427713 SH OTHER 414413 0 13300 COUNTRYWIDE FINANCIAL CO COMMON 222372104 63591 914054 SH SOLE 828544 0 85510 COX RADIO INC CL A 224051102 8857 383242 SH SOLE 324327 0 58915 CREDENCE SYS CORP COMMON 225302108 9108 1060296 SH OTHER 1027096 0 33200 CUMULUS MEDIA INC CL A 231082108 7076 377008 SH OTHER 324008 0 53000 CYMER INC COMMON 232572107 6836 213151 SH OTHER 206451 0 6700 DSP GROUP INC COMMON 23332B106 7310 335956 SH OTHER 325456 0 10500 DELL COMPUTER CORP COMMON 247025109 39588 1243346 SH SOLE 1092286 0 151060 DIGENE CORP COMMON 253752109 16967 620596 SH OTHER 565396 0 55200 DIGITAL INSIGHT CORP COMMON 25385P106 27022 1426696 SH OTHER 1382746 0 43950 DIGITAL RIV INC COMMON 25388B104 12759 666260 SH OTHER 645660 0 20600 DOCUMENTUM INC COMMON 256159104 4306 219791 SH OTHER 212391 0 7400 DOLLAR TREE STORES INC COMMON 256747106 32667 1028228 SH SOLE 850050 0 178178 DORAL FINL CORP COMMON 25811P100 10342 231624 SH SOLE 169424 0 62200 DRIL-QUIP INC COMMON 262037104 8057 442682 SH OTHER 428782 0 13900 E M C CORP MASS COMMON 268648102 48 4600 SH SOLE 4600 0 0 ENSCO INTL INC COMMON 26874Q100 8436 313624 SH SOLE 241269 0 72355 EBAY INC COMMON 278642103 41879 402678 SH SOLE 364068 0 38610 ECHOSTAR COMMUNICATIONS CL A 278762109 44468 1284464 SH SOLE 1181714 0 102750 EDO CORP COMMON 281347104 4465 252252 SH OTHER 243902 0 8350 EDUCATION MGMT CORP COMMON 28139T101 15949 300700 SH OTHER 270350 0 30350 ELECTRONICS FOR IMAGING COMMON 286082102 15603 772420 SH OTHER 748520 0 23900 EON LABS INC COMMON 29412E100 6458 183775 SH OTHER 178075 0 5700 ESPERION THERAPEUTICS IN COMMON 29664R106 4781 246050 SH OTHER 235450 0 10600 EXPEDIA INC CL A 302125109 6456 84791 SH SOLE 71591 0 13200 FEI CO COMMON 30241L109 5924 315593 SH OTHER 306093 0 9500 FLIR SYS INC COMMON 302445101 19464 646428 SH OTHER 626028 0 20400 FTI CONSULTING INC COMMON 302941109 5605 224459 SH OTHER 217634 0 6825 FAIRCHILD SEMICONDUCTOR COMMON 303726103 6956 543881 SH OTHER 527281 0 16600 FAMILY DLR STORES INC COMMON 307000109 6185 162134 SH SOLE 133434 0 28700 FEDERAL HOME LN MTG CORP COMMON 313400301 5522 108770 SH SOLE 78640 0 30130 FEDERAL NATL MTG ASSN COMMON 313586109 128 1900 SH SOLE 1900 0 0 FILENET CORP COMMON 316869106 13927 773742 SH OTHER 750142 0 23600 FINDWHAT COM COMMON 317794105 4944 258720 SH OTHER 209720 0 49000 FOREST LABS INC COMMON 345838106 93 1700 SH SOLE 1700 0 0 FOUNDRY NETWORKS INC COMMON 35063R100 13953 978496 SH OTHER 947596 0 30900 FREDS INC CL A 356108100 24864 664278 SH OTHER 612228 0 52050 GEN-PROBE INC NEW COMMON 36866T103 18598 453941 SH OTHER 439741 0 14200 GENERAL ELEC CO COMMON 369604103 14028 489115 SH SOLE 350665 0 138450 GILEAD SCIENCES INC COMMON 375558103 39444 710066 SH SOLE 668246 0 41820 GLOBESPANVIRATA INC COMMON 37957V106 7043 842430 SH OTHER 816230 0 26200 GOLDMAN SACHS GROUP INC COMMON 38141G104 35624 425366 SH SOLE 369026 0 56340 GUIDANT CORP COMMON 401698105 26847 604795 SH SOLE 568795 0 36000 GUITAR CTR MGMT INC COMMON 402040109 5396 185550 SH OTHER 161050 0 24500 GYMBOREE CORP COMMON 403777105 8523 508247 SH OTHER 492347 0 15900 HCC INS HLDGS INC COMMON 404132102 12651 427827 SH OTHER 414727 0 13100 HARMAN INTL INDS INC COMMON 413086109 15793 199553 SH SOLE 154253 0 45300 HEADWATERS INC COMMON 42210P102 10821 743745 SH OTHER 720545 0 23200 HEALTHEXTRAS INC COMMON 422211102 162 20800 SH OTHER 20300 0 500 HOME DEPOT INC COMMON 437076102 205 6200 SH SOLE 6200 0 0 HOT TOPIC INC COMMON 441339108 15393 570947 SH OTHER 553347 0 17600 HUNT J B TRANS SVCS INC COMMON 445658107 39128 1026987 SH OTHER 939587 0 87400 ICOS CORP COMMON 449295104 7669 207996 SH SOLE 155546 0 52450 ITT EDUCATIONAL SERVICES COMMON 45068B109 10971 375060 SH OTHER 363960 0 11100 ICON PUB LTD CO DEPOSITORY RECEI 45103T107 11998 377054 SH OTHER 365254 0 11800 ILEX ONCOLOGY INC COMMON 451923106 11061 571021 SH OTHER 509521 0 61500 INFINITY PPTY & CAS CORP COMMON 45665Q103 9944 421354 SH OTHER 408404 0 12950 INSPIRE PHARMACEUTICALS COMMON 457733103 5627 519097 SH OTHER 502897 0 16200 INTEGRATED CIRCUIT SYS I COMMON 45811K208 18338 583816 SH OTHER 537716 0 46100 INTEL CORP COMMON 458140100 429 20600 SH SOLE 20600 0 0 INTERNATIONAL BUSINESS M COMMON 459200101 305 3700 SH SOLE 3700 0 0 INTERNATIONAL GAME TECHN COMMON 459902102 7710 75341 SH SOLE 54441 0 20900 INTERNATIONAL RECTIFIER COMMON 460254105 15142 564593 SH OTHER 547193 0 17400 INTERSIL CORP CL A 46069S109 14043 527748 SH SOLE 400688 0 127060 INVESTORS FINL SERVICES COMMON 461915100 20750 714793 SH OTHER 643093 0 71700 IPAYMENT INC COMMON 46262E105 9253 388130 SH OTHER 332330 0 55800 IRON MTN INC PA COMMON 462846106 7944 214183 SH SOLE 181483 0 32700 I2 TECHNOLOGIES INC COMMON 465754109 1 1100 SH SOLE 1100 0 0 JABIL CIRCUIT INC COMMON 466313103 13095 592526 SH SOLE 455217 0 137309 JEFFERIES GROUP INC NEW COMMON 472319102 8508 170883 SH OTHER 165583 0 5300 JETBLUE AWYS CORP COMMON 477143101 9874 235208 SH SOLE 179658 0 55550 JOHNSON & JOHNSON COMMON 478160104 25940 501740 SH SOLE 441090 0 60650 K V PHARMACEUTICAL CO CL A 482740206 12941 465511 SH OTHER 454811 0 10700 KEY ENERGY SVCS INC COMMON 492914106 10765 1004222 SH OTHER 972822 0 31400 KIRKLANDS INC COMMON 497498105 7743 469267 SH OTHER 452667 0 16600 KOHLS CORP COMMON 500255104 21973 427648 SH SOLE 390848 0 36800 LTX CORP COMMON 502392103 17087 1977679 SH OTHER 1763679 0 214000 LAMAR ADVERTISING CO CL A 512815101 7631 214960 SH SOLE 165470 0 49490 LANDRYS RESTAURANTS INC COMMON 51508L103 7495 317590 SH OTHER 307690 0 9900 LILLY ELI & CO COMMON 532457108 228 3300 SH SOLE 3300 0 0 LIN TV CORP CL A 532774106 5030 213607 SH OTHER 179107 0 34500 LOCKHEED MARTIN CORP COMMON 539830109 50131 1053845 SH SOLE 983735 0 70110 LONE STAR TECHNOLOGIES I COMMON 542312103 11153 526568 SH OTHER 489668 0 36900 LOWES COS INC COMMON 548661107 23870 555774 SH SOLE 503544 0 52230 MSC INDL DIRECT INC CL A 553530106 14840 829049 SH OTHER 739549 0 89500 MACROMEDIA INC COMMON 556100105 17992 856336 SH OTHER 802336 0 54000 MANPOWER INC COMMON 56418H100 14423 388878 SH SOLE 303738 0 85140 MARTEK BIOSCIENCES CORP COMMON 572901106 19132 445662 SH OTHER 403062 0 42600 MAXIM INTEGRATED PRODS I COMMON 57772K101 42190 1237252 SH SOLE 1135582 0 101670 MAVERICK TUBE CORP COMMON 577914104 10447 545533 SH OTHER 528783 0 16750 MCDATA CORP CL A 580031201 14928 1018968 SH OTHER 987468 0 31500 MCLEODUSA INC CL A 582266102 0 211 SH SOLE 211 0 0 MCLEODUSA INC ESCROW COMMON 582266995 4 3600 SH SOLE 3600 0 0 MEDICINES CO COMMON 584688105 9690 496674 SH OTHER 481324 0 15350 MEDICIS PHARMACEUTICAL C CL A NEW 584690309 15264 269198 SH OTHER 241048 0 28150 MEDIMMUNE INC COMMON 584699102 5731 157572 SH SOLE 133372 0 24200 MEDTRONIC INC COMMON 585055106 16843 351113 SH SOLE 260403 0 90710 MENTOR GRAPHICS CORP COMMON 587200106 14217 978467 SH OTHER 948067 0 30400 MERCK & CO INC COMMON 589331107 14130 233362 SH SOLE 160592 0 72770 MERCURY INTERACTIVE CORP COMMON 589405109 9629 248426 SH SOLE 192026 0 56400 MICHAELS STORES INC COMMON 594087108 14075 369815 SH SOLE 283560 0 86255 MICREL INC COMMON 594793101 7237 695855 SH OTHER 673455 0 22400 MICROSOFT CORP COMMON 594918104 60942 2376830 SH SOLE 2128024 0 248806 MICROSTRATEGY INC CL A NEW 594972408 18411 502771 SH OTHER 461171 0 41600 MICROSTRATEGY INC NOTE 7.500 6/2 594972AA9 2 1400 PRN SOLE 1400 0 0 MICROMUSE INC COMMON 595094103 8260 1036360 SH OTHER 1004260 0 32100 MICROSEMI CORP COMMON 595137100 16495 1036127 SH OTHER 908727 0 127400 MID ATLANTIC MED SVCS IN COMMON 59523C107 10029 191751 SH OTHER 185751 0 6000 MORGAN STANLEY COM NEW 617446448 90 2100 SH SOLE 2100 0 0 MYLAN LABS INC COMMON 628530107 8351 240166 SH SOLE 206566 0 33600 NATIONAL INSTRS CORP COMMON 636518102 26145 688922 SH OTHER 594622 0 94300 NAVIGANT CONSULTING INC COMMON 63935N107 7406 625010 SH OTHER 548410 0 76600 NETSCREEN TECHNOLOGIES I COMMON 64117V107 11637 521828 SH OTHER 466928 0 54900 NETWORK APPLIANCE INC COMMON 64120L104 12333 766983 SH SOLE 600683 0 166300 NEUROCRINE BIOSCIENCES I COMMON 64125C109 7261 145367 SH OTHER 140267 0 5100 NEW CENTURY FINANCIAL CO COMMON 64352D101 7989 183920 SH OTHER 156520 0 27400 NEW YORK CMNTY BANCORP I COMMON 649445103 8595 295453 SH SOLE 214653 0 80800 99 CENTS ONLY STORES COMMON 65440K106 8036 234138 SH OTHER 211840 0 22298 NOKIA CORP DEPOSITORY RECEI 654902204 27345 1664341 SH SOLE 1483441 0 180900 NOVELLUS SYS INC COMMON 670008101 7584 206943 SH SOLE 174683 0 32260 ODYSSEY HEALTHCARE INC COMMON 67611V101 20628 557508 SH OTHER 506308 0 51200 OLD DOMINION FGHT LINES COMMON 679580100 7891 369273 SH OTHER 358598 0 10675 OMNICARE INC COMMON 681904108 17418 515490 SH SOLE 371190 0 144300 OMNIVISION TECHNOLOGIES COMMON 682128103 4978 159900 SH OTHER 128550 0 31350 1 800 FLOWERS COM CL A 68243Q106 6807 811340 SH OTHER 785940 0 25400 ORACLE CORP COMMON 68389X105 80 6700 SH SOLE 6700 0 0 OSTEOTECH INC COMMON 688582105 6429 473078 SH OTHER 459078 0 14000 P F CHANGS CHINA BISTRO COMMON 69333Y108 5615 114107 SH OTHER 110507 0 3600 PMC-SIERRA INC COMMON 69344F106 10739 913160 SH OTHER 833160 0 80000 PANERA BREAD CO CL A 69840W108 16609 415231 SH OTHER 402431 0 12800 PATTERSON DENTAL CO COMMON 703412106 12974 285770 SH SOLE 208470 0 77300 PAYCHEX INC COMMON 704326107 16954 576851 SH SOLE 510501 0 66350 PEPSICO INC COMMON 713448108 280 6300 SH SOLE 6300 0 0 PFIZER INC COMMON 717081103 61072 1788355 SH SOLE 1513353 0 275002 PHARMACEUTICAL PROD DEV COMMON 717124101 8053 280487 SH OTHER 271687 0 8800 PINNACLE SYS INC COMMON 723481107 11980 1119609 SH OTHER 1085059 0 34550 PIXELWORKS INC COMMON 72581M107 10421 1748479 SH OTHER 1694279 0 54200 PORTFOLIO RECOVERY ASSOC COMMON 73640Q105 9871 320390 SH OTHER 310490 0 9900 PRAXAIR INC COMMON 74005P104 43149 717948 SH SOLE 631708 0 86240 PRIORITY HEALTHCARE CORP CL B 74264T102 1950 104829 SH OTHER 101229 0 3600 PROCTER & GAMBLE CO COMMON 742718109 178 2000 SH SOLE 2000 0 0 PROGRESSIVE CORP OHIO COMMON 743315103 27490 376064 SH SOLE 338964 0 37100 QLOGIC CORP COMMON 747277101 10737 222583 SH SOLE 187183 0 35400 QUIKSILVER INC COMMON 74838C106 10150 615508 SH OTHER 508108 0 107400 RADIAN GROUP INC COMMON 750236101 17759 484570 SH SOLE 438780 0 45790 RARE HOSPITALITY INTL IN COMMON 753820109 22039 678948 SH OTHER 629898 0 49050 RENT A CTR INC NEW COMMON 76009N100 11489 151551 SH SOLE 128251 0 23300 RESOURCES CONNECTION INC COMMON 76122Q105 18280 765795 SH OTHER 686845 0 78950 RESPIRONICS INC COMMON 761230101 18521 497485 SH OTHER 482085 0 15400 ROSS STORES INC COMMON 778296103 8751 203699 SH SOLE 150299 0 53400 RYANAIR HLDGS PLC DEPOSITORY RECEI 783513104 63118 1405112 SH SOLE 1253307 0 151805 SLM CORP COMMON 78442P106 101472 2590566 SH SOLE 2371656 0 218910 SRA INTL INC CL A 78464R105 6389 199670 SH OTHER 193370 0 6300 SAFENET INC COMMON 78645R107 7457 268801 SH OTHER 260401 0 8400 ST JUDE MED INC COMMON 790849103 78812 1370647 SH SOLE 1263097 0 107550 SANDISK CORP COMMON 80004C101 48684 1199993 SH OTHER 1085093 0 114900 SAP AKTIENGESELLSCHAFT DEPOSITORY RECEI 803054204 158 5400 SH SOLE 5400 0 0 SCHLUMBERGER LTD COMMON 806857108 14 300 SH SOLE 300 0 0 SEMTECH CORP COMMON 816850101 8883 623397 SH OTHER 603997 0 19400 SERENA SOFTWARE INC COMMON 817492101 7916 382765 SH OTHER 371015 0 11750 SOUTHWEST BANCORPORATION COMMON 84476R109 12719 391234 SH OTHER 379034 0 12200 SPANISH BROADCASTING SYS CL A 846425882 8337 1031781 SH OTHER 999581 0 32200 SPRINT PCS CORP COMMON 852061506 16095 2799165 SH SOLE 2471905 0 327260 STARBUCKS CORP COMMON 855244109 7301 297400 SH SOLE 297400 0 0 STATION CASINOS INC COMMON 857689103 12318 487830 SH OTHER 472330 0 15500 STERICYCLE INC COMMON 858912108 10036 261639 SH SOLE 221239 0 40400 STRATASYS INC COMMON 862685104 7782 225056 SH OTHER 218056 0 7000 STRAYER ED INC COMMON 863236105 18330 230425 SH OTHER 204325 0 26100 SUN MICROSYSTEMS INC COMMON 866810104 39 8300 SH SOLE 8300 0 0 SURMODICS INC COMMON 868873100 7244 237356 SH OTHER 211556 0 25800 SYCAMORE NETWORKS INC COMMON 871206108 5 1400 SH SOLE 1400 0 0 SYMANTEC CORP COMMON 871503108 8551 194728 SH SOLE 142728 0 52000 SYNOPSYS INC COMMON 871607107 9273 149734 SH SOLE 126434 0 23300 TAIWAN SEMICONDUCTOR MFG DEPOSITORY RECEI 874039100 22203 2378865 SH SOLE 2159736 0 219129 TEKELEC COMMON 879101103 15315 1360160 SH OTHER 1259660 0 100500 TEVA PHARMACEUTICAL INDS DEPOSITORY RECEI 881624209 76414 1342956 SH SOLE 1236246 0 106710 TETRA TECHNOLOGIES INC D COMMON 88162F105 13438 453208 SH OTHER 439208 0 14000 TEXAS INSTRS INC COMMON 882508104 56 3200 SH SOLE 3200 0 0 TIMCO AVIATION SERVICES WARRANT 887151108 8 20089 SOLE 20089 0 0 TIMCO AVIATION SVCS INC NOTE 8.000 1/0 887151AB4 0 12405 PRN SOLE 12405 0 0 TITAN CORP COMMON 888266103 16721 1624954 SH OTHER 1467754 0 157200 TOLLGRADE COMMUNICATIONS COMMON 889542106 8298 444701 SH OTHER 432101 0 12600 TRACTOR SUPPLY CO COMMON 892356106 24624 519936 SH OTHER 489236 0 30700 TRIMBLE NAVIGATION LTD COMMON 896239100 4714 204693 SH OTHER 198393 0 6300 TRIMERIS INC COMMON 896263100 8173 179162 SH OTHER 162862 0 16300 TUESDAY MORNING CORP COM NEW 899035505 12671 481800 SH OTHER 466900 0 14900 UCBH HOLDINGS INC COMMON 90262T308 17511 610369 SH OTHER 591069 0 19300 UNITED ONLINE INC COMMON 911268100 10364 409011 SH OTHER 369611 0 39400 UNITED SURGICAL PARTNERS COMMON 913016309 18517 820417 SH OTHER 737517 0 82900 UNITEDHEALTH GROUP INC COMMON 91324P102 74167 1475960 SH SOLE 1385800 0 90160 UNIVISION COMMUNICATIONS CL A 914906102 6875 226143 SH SOLE 191153 0 34990 URBAN OUTFITTERS INC COMMON 917047102 11742 326626 SH OTHER 316526 0 10100 UTSTARCOM INC COMMON 918076100 33636 943769 SH SOLE 798449 0 145320 VCA ANTECH INC COMMON 918194101 8424 426336 SH OTHER 414336 0 12000 VARIAN INC COMMON 922206107 9823 285982 SH OTHER 277082 0 8900 VERISIGN INC COMMON 92343E102 7 500 SH SOLE 500 0 0 VIACOM INC CL B 925524308 38964 892443 SH SOLE 779856 0 112587 VISTACARE INC CL A 92839Y109 5848 238989 SH OTHER 231589 0 7400 WAL MART STORES INC COMMON 931142103 23315 434415 SH SOLE 320235 0 114180 WEIGHT WATCHERS INTL INC COMMON 948626106 32203 707922 SH SOLE 649552 0 58370 WELLPOINT HEALTH NETWORK COMMON 94973H108 51 600 SH SOLE 600 0 0 WESTCORP INC COMMON 957907108 11069 395310 SH OTHER 383010 0 12300 WESTERN DIGITAL CORP COMMON 958102105 8470 822353 SH OTHER 796853 0 25500 WESTERN WIRELESS CORP CL A 95988E204 7132 617510 SH OTHER 598310 0 19200 WILSON GREATBATCH TECHNO COMMON 972232102 25320 701391 SH OTHER 665491 0 35900 WINTRUST FINANCIAL CORP COMMON 97650W108 8581 288065 SH OTHER 252565 0 35500 WYETH COMMON 983024100 196 4300 SH SOLE 4300 0 0 XTO ENERGY INC COMMON 98385X106 6025 299602 SH SOLE 259836 0 39766 XILINX INC COMMON 983919101 40805 1612863 SH SOLE 1416413 0 196450 YAHOO INC COMMON 984332106 19128 584967 SH SOLE 534767 0 50200 ZOLL MED CORP COMMON 989922109 11305 340107 SH OTHER 303707 0 36400 AMDOCS LTD ORD G02602103 44393 1849704 SH SOLE 1567304 0 282400 BUNGE LIMITED COMMON G16962105 6294 220072 SH SOLE 184872 0 35200 MARVELL TECHNOLOGY GROUP ORD G5876H105 10390 302485 SH SOLE 213085 0 89400 NABORS INDUSTRIES LTD SHS G6359F103 42431 1073399 SH SOLE 948859 0 124540 PLATINUM UNDERWRITER HLD COMMON G7127P100 7237 266636 SH OTHER 229036 0 37600 RENAISSANCE RE HLDGS LTD COMMON G7496G103 9709 213297 SH SOLE 177897 0 35400 SCOTTISH ANNUITY & LIFE ORD G7885T104 10826 535678 SH OTHER 518678 0 17000 SINA CORP ORD G81477104 10936 540020 SH OTHER 522120 0 17900 UTI WORLDWIDE INC ORD G87210103 8418 272877 SH OTHER 263477 0 9400 WILLIS GROUP HOLDINGS LT SHS G96655108 15058 489691 SH SOLE 421931 0 67760 ALCON INC COM SHS H01301102 91 2000 SH SOLE 2000 0 0 CHECK POINT SOFTWARE TEC ORD M22465104 18 900 SH SOLE 900 0 0 RADWARE LTD ORD M81873107 7044 411180 SH OTHER 397680 0 13500 TARO PHARMACEUTICAL INDS ORD M8737E108 30599 556048 SH OTHER 501398 0 54650 ASM INTL N V COMMON N07045102 11854 797184 SH OTHER 771584 0 25600 AS OF JUNE 30, 2003 S REPORT SUMMARY 300 DATA RECORDS 4432784 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED
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