13F-HR/A 1 secondqtrrawrevis.txt 2ND QUARTER HOLDINGS REPORT Title of Value Shrs or SH/PRN PUT/Call Investment Other Voting authority Name of Issuer Class Cusip (000's) prn amt Discretion Manger Sole ShareNone Transocean Sed COM G90078109 " 62,868 " " 2,018,241 " SH Sole " 2,018,241 " Micrchip Tech COM 595017104 " 59,378 " " 2,164,728 " SH Sole " 2,164,728 " Apple Comp COM 037833100 " 52,504 " " 2,963,000 " SH Sole " 2,963,000 " Intl Rectifier COM 460254105 " 48,845 " " 1,675,628 " SH Sole " 1,675,628 " Royal Caribb COM V7780T103 " 45,427 " " 2,329,614 " SH Sole " 2,329,614 " Retek Inc. COM 76128Q109 " 44,239 " " 1,820,555 " SH Sole " 1,820,555 " BMC Software COM 055921100 " 42,591 " " 2,565,740 " SH Sole " 2,565,740 " Clear Channel COM 184502102 " 40,763 " " 1,273,050 " SH Sole " 1,273,050 " RF Micro Dev COM 749941100 " 34,556 " " 4,534,866 " SH Sole " 4,534,866 " Xilinx Inc. COM 983919101 " 33,779 " " 1,505,996 " SH Sole " 1,505,996 " Invitrogen Corp. COM 46185R100 " 31,145 " " 972,983 " SH Sole " 972,983 " HNC Software COM 40425P107 " 27,615 " " 1,653,587 " SH Sole " 1,653,587 " Brocade Commun COM 111621108 " 23,692 " " 1,355,367 " SH Sole " 1,355,367 " Linear Technology COM 535678106 " 23,606 " " 751,080 " SH Sole " 751,080 " Fidelity National COM 316326107 " 22,028 " " 697,102 " SH Sole " 697,102 " Novartis AG-ADR COM 66987V109 " 21,358 " " 487,300 " SH Sole " 487,300 " Barrick Gold Corp COM 067901108 " 21,303 " " 1,121,800 " SH Sole " 1,121,800 " Altera Corp COM 021441100 " 20,891 " " 1,536,103 " SH Sole " 1,536,103 " Extreme Networks COM 30226D106 " 20,860 " " 2,067,415 " SH Sole " 2,067,415 " Veritas Software COM 923436109 " 20,014 " " 1,011,297 " SH Sole " 1,011,297 " Abercrombie Fitch COM 002896207 " 19,986 " " 828,625 " SH Sole " 828,625 " Getty Images COM 374276103 " 18,774 " " 862,378 " SH Sole " 862,378 " Stilwell Finan COM 860831106 " 18,581 " " 1,020,935 " SH Sole " 1,020,935 " Symantec Corp COM 871503108 " 18,351 " " 558,630 " SH Sole " 558,630 " Westwood One Inc. COM 961815107 " 17,151 " " 513,181 " SH Sole " 513,181 " Newmont Mining Corp COM 651639106 " 17,115 " " 650,000 " SH Sole " 650,000 " Fleming Companies COM 339130106 " 16,072 " " 885,520 " SH Sole " 885,520 " Linens 'n Things COM 535679104 " 16,070 " " 489,780 " SH Sole " 489,780 " First American Corp COM 318522307 " 15,967 " " 694,203 " SH Sole " 694,203 " Power Integrations COM 739276103 " 15,638 " " 863,033 " SH Sole " 863,033 " Conoco Inc. COM 208251504 " 15,504 " " 557,705 " SH Sole " 557,705 " Polyone Corp COM 73179P106 " 14,957 " " 1,329,510 " SH Sole " 1,329,510 " Eclipsys Corp. COM 278856109 " 14,902 " " 2,272,020 " SH Sole " 2,272,020 " Qiagen, N.V. COM N72482107 " 14,638 " " 1,256,505 " SH Sole " 1,256,505 " Hyperion Solutions COM 44914M104 " 14,584 " " 799,685 " SH Sole " 799,685 " American Itln Pasta COM 027070101 " 14,184 " " 278,176 " SH Sole " 278,176 " Tiffany & Co. COM 886547108 " 14,096 " " 400,452 " SH Sole " 400,452 " Marathon Oil Corp COM 565849106 " 13,861 " " 511,090 " SH Sole " 511,090 " Callaway Golf COM 131193104 " 13,614 " " 859,476 " SH Sole " 859,476 " Mediacom Commun COM 58446K105 " 13,213 " " 1,696,102 " SH Sole " 1,696,102 " ADC Telecommun COM 000886101 " 13,109 " " 5,724,375 " SH Sole " 5,724,375 " Adaptec Inc COM 00651F108 " 13,033 " " 1,651,900 " SH Sole " 1,651,900 " RPM, Inc. Ohio COM 749685103 " 12,989 " " 851,736 " SH Sole " 851,736 " Agilent Technologies COM 00846U101 " 12,118 " " 512,400 " SH Sole " 512,400 " Placer Dome Inc. COM 725906101 " 11,406 " " 1,017,500 " SH Sole " 1,017,500 " Cadence Design Sys COM 127387108 " 9,999 " " 620,300 " SH Sole " 620,300 " Diversa Corp. COM 255064107 " 9,922 " " 997,227 " SH Sole " 997,227 " Exar Corporation COM 300645108 " 9,815 " " 497,700 " SH Sole " 497,700 " Check Point Software COM M22465104 " 9,795 " " 722,340 " SH Sole " 722,340 " Serena Software, Inc COM 817492101 " 9,439 " " 689,105 " SH Sole " 689,105 " Adolph Coors Company COM 217016104 " 9,252 " " 148,500 " SH Sole " 148,500 " Cree Inc. COM 225447101 " 9,112 " " 688,740 " SH Sole " 688,740 " JDS Uniphase Corp. COM 46612J101 " 8,952 " " 3,352,882 " SH Sole " 3,352,882 " John Hancock Finl COM 41014S106 " 8,529 " " 242,300 " SH Sole " 242,300 " Steel Dynamics COM 858119100 " 7,868 " " 477,715 " SH Sole " 477,715 " Conseco COM 208464107 " 7,823 " " 3,911,261 " SH Sole " 3,911,261 " Cell Therapeutics COM 150934107 " 7,102 " " 1,301,025 " SH Sole " 1,301,025 " Pulte Corporation COM 745867101 " 6,169 " " 107,318 " SH Sole " 107,318 " Schlumberger COM 806857108 " 6,082 " " 130,800 " SH Sole " 130,800 " Healtheon/WebMD COM 422209106 " 6,002 " " 1,066,100 " SH Sole " 1,066,100 " PLX Technology Inc COM 693417107 " 5,683 " " 1,337,135 " SH Sole " 1,337,135 " Walt Disney Co. COM 254687106 " 5,368 " " 284,000 " SH Sole " 284,000 " Sunoco COM 86764P109 " 4,874 " " 136,800 " SH Sole " 136,800 " Mastec COM 576323109 " 4,753 " " 645,740 " SH Sole " 645,740 " Andrew Corp. COM 034425108 " 4,645 " " 311,300 " SH Sole " 311,300 " Juniper Networks COM 48203R104 " 4,616 " " 817,016 " SH Sole " 817,016 " Consol Energy COM 20854P109 " 4,052 " " 190,700 " SH Sole " 190,700 " Millenium Pharac COM 599902103 " 3,379 " " 278,100 " SH Sole " 278,100 " Finisar Corp COM 31787A101 " 3,232 " " 1,363,770 " SH Sole " 1,363,770 " Agnico-Eagle Mines COM 008474108 " 3,051 " " 209,400 " SH Sole " 209,400 " Atlas Air Wrldwide COM 049164106 " 2,982 " " 806,062 " SH Sole " 806,062 " Alltel Corp. COM 020039103 " 2,914 " " 62,000 " SH Sole " 62,000 " Phoenix Companies COM 71902E109 " 2,912 " " 158,700 " SH Sole " 158,700 " DiamondCluster Intl COM 25278P106 " 2,722 " " 455,200 " SH Sole " 455,200 " Sycamore Networks COM 871206108 " 2,695 " " 698,200 " SH Sole " 698,200 " Therma-Wave Inc COM 88343A108 " 2,668 " " 234,200 " SH Sole " 234,200 " Adtran, Inc COM 00738A106 " 2,571 " " 135,300 " SH Sole " 135,300 " Monolithic System COM 609842109 " 2,531 " " 229,850 " SH Sole " 229,850 " Globespan Virata COM 37957V106 " 2,481 " " 641,103 " SH Sole " 641,103 " Cell Genesys Inc COM 150921104 " 2,459 " " 178,700 " SH Sole " 178,700 " Axcelis Technologies COM 054540109 " 2,111 " " 186,800 " SH Sole " 186,800 " Annuity Life Re COM G03910109 " 1,925 " " 106,400 " SH Sole " 106,400 " American Power Conv COM 029066107 " 1,918 " " 151,900 " SH Sole " 151,900 " Global Santafe Corp COM G3930E101 " 1,830 " " 66,906 " SH Sole " 66,906 " NCR Corp. COM 62886E108 " 1,605 " " 46,400 " SH Sole " 46,400 " Cognex Corporation COM 192422103 " 1,536 " " 76,600 " SH Sole " 76,600 " Glamis Gold Ltd COM 376775102 " 1,412 " " 160,600 " SH Sole " 160,600 " American Physicians COM 028884104 " 1,394 " " 75,500 " SH Sole " 75,500 " Conagra Inc COM 205887102 " 1,391 " " 50,300 " SH Sole " 50,300 " Veritas DGC Inc COM 92343P107 " 1,268 " " 100,600 " SH Sole " 100,600 " Rational Software COM 75409P202 932 " 113,500 " SH Sole " 113,500 " Hi/Fn Inc. COM 428358105 909 " 138,800 " SH Sole " 138,800 " Newport Corp. COM 651824104 860 " 54,900 " SH Sole " 54,900 " Park Electrochem COM 700416209 853 " 32,200 " SH Sole " 32,200 " Celeritek Inc. COM 150926103 803 " 121,700 " SH Sole " 121,700 " Northwestern Corp COM 668074107 783 " 46,200 " SH Sole " 46,200 " Peregrine Systems COM 71366Q101 722 " 2,407,920 " SH Sole " 2,407,920 " Cerner Corp COM 156782104 717 " 15,000 " SH Sole " 15,000 " Ultratech Stepper COM 904034105 717 " 44,300 " SH Sole " 44,300 " Concord Camera COM 206156101 595 " 116,700 " SH Sole " 116,700 " Pharmacyclics COM 716933106 577 " 130,000 " SH Sole " 130,000 " Cisco Systems COM 17275R102 548 " 39,283 " SH Sole " 39,283 " Glenayre Technologies COM 377899109 541 " 432,800 " SH Sole " 432,800 " Sapient Corp. COM 803062108 537 " 506,700 " SH Sole " 506,700 " Lone Star Techn COM 542312103 529 " 23,100 " SH Sole " 23,100 " Arena Pharm COM 040047102 516 " 61,400 " SH Sole " 61,400 " Serologicals Corp COM 817523103 512 " 28,000 " SH Sole " 28,000 " Merck & Co. COM 589331107 506 " 10,000 " SH Sole " 10,000 " Maxim Integrated COM 57772K101 498 " 13,000 " SH Sole " 13,000 " Winn-Dixie Stores COM 974280109 483 " 31,000 " SH Sole " 31,000 " Post Properties COM 737464107 431 " 14,300 " SH Sole " 14,300 " Vesta Insurance Grp COM 925391104 423 " 98,900 " SH Sole " 98,900 " Champship Auto Racing COM 158711101 379 " 38,500 " SH Sole " 38,500 " Seachange Intl COM 811699107 378 " 43,000 " SH Sole " 43,000 " American Tower Corp COM 029912201 356 " 103,100 " SH Sole " 103,100 " Actel Corp. COM 004934105 353 " 16,800 " SH Sole " 16,800 " FEI Company Inc. COM 30241L109 353 " 14,400 " SH Sole " 14,400 " Western Wireless COM 95988E204 334 " 104,400 " SH Sole " 104,400 " Nabi Biopharmac COM 629519109 311 " 65,800 " SH Sole " 65,800 " Ditech Commun COM 25500M103 305 " 107,400 " SH Sole " 107,400 " Ishares Rus 2000 GRW COM 464287648 301 " 6,310 " SH Sole " 6,310 " Capstead Mortgage COM 14067E506 298 " 13,250 " SH Sole " 13,250 " Learning Tree Intl COM 522015106 284 " 15,300 " SH Sole " 15,300 " Discovery Partners COM 254675101 281 " 42,900 " SH Sole " 42,900 " Concurrent Computer COM 206710204 279 " 60,000 " SH Sole " 60,000 " "Qualcomm, Inc." COM 747525103 275 " 10,000 " SH Sole " 10,000 " Watchguard Techn COM 941105108 267 " 52,000 " SH Sole " 52,000 " Quick Logic COM 74837P108 267 " 73,600 " SH Sole " 73,600 " Sandisk Corp. COM 80004C101 267 " 21,500 " SH Sole " 21,500 " Plato Learning COM 72764Y100 257 " 26,000 " SH Sole " 26,000 " Ultimate Electronics COM 903849107 241 " 9,300 " SH Sole " 9,300 " NS Group, Inc COM 628916108 224 " 23,500 " SH Sole " 23,500 " TELETECH HLDGS COM 879939106 206 " 21,600 " SH Sole " 21,600 " Stellent Inc. COM 85856W105 203 " 45,000 " SH Sole " 45,000 " Bindview Development COM 090327107 202 " 197,800 " SH Sole " 197,800 " Brush Engineered COM 117421107 199 " 16,086 " SH Sole " 16,086 " Insmed Inc. COM 457669208 186 " 132,700 " SH Sole " 132,700 " Meridian Resource COM 58977Q109 177 " 47,500 " SH Sole " 47,500 " Nvidia Corp. COM 67066G104 172 " 10,000 " SH Sole " 10,000 " Resortquest Intl COM 761183102 167 " 29,300 " SH Sole " 29,300 " Antigenics Inc COM 037032109 162 " 16,400 " SH Sole " 16,400 " EBENX Inc COM 278668108 151 " 56,800 " SH Sole " 56,800 " Cohesion Techn COM 19248N101 137 " 63,900 " SH Sole " 63,900 " Hooper Holmes COM 439104100 131 " 16,400 " SH Sole " 16,400 " Applied Micro Cir COM 03822W109 127 " 26,760 " SH Sole " 26,760 " Penn Treaty Amer COM 707874103 124 " 27,600 " SH Sole " 27,600 " Maxim Pharm COM 57772M107 104 " 32,600 " SH Sole " 32,600 " Airspan Networks COM 00950H102 94 " 96,400 " SH Sole " 96,400 " Amdocs Ltd COM G02602103 88 " 11,700 " SH Sole " 11,700 " Simpletech, Inc COM 828823104 81 " 23,900 " SH Sole " 23,900 " Digital Generation COM 253921100 67 " 60,400 " SH Sole " 60,400 " InforMax, Inc. COM 45677N205 50 " 55,500 " SH Sole " 55,500 " Parametric Tech. COM 699173100 43 " 12,500 " SH Sole " 12,500 " Adelphia Comm COM 006848105 24 " 161,502 " SH Sole " 161,502 " Atchison Casting COM 046613105 5 " 21,500 " SH Sole " 21,500 " " 1,313,120 "