-----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, DCrZDuOtDW2TQS2yPf37lTOYjVKD7ml64UTKO5RFqBqkKmz14TEepIsYg2NYR6Bw 3eo83WBDXqPh6u38PMtYMQ== 0000948221-00-000246.txt : 20000511 0000948221-00-000246.hdr.sgml : 20000511 ACCESSION NUMBER: 0000948221-00-000246 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20000331 FILED AS OF DATE: 20000510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ARTISAN PARTNERS LTD PARTNERSHIP CENTRAL INDEX KEY: 0001010643 STANDARD INDUSTRIAL CLASSIFICATION: [] FILING VALUES: FORM TYPE: 13F-HR SEC ACT: SEC FILE NUMBER: 028-05422 FILM NUMBER: 625244 BUSINESS ADDRESS: STREET 1: 1000 NORTH WATER STREET STREET 2: SUITE 1770 CITY: MILWAUKEE STATE: WI ZIP: 53202 BUSINESS PHONE: 4143906118 13F-HR 1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2000 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement [ ] adds new holdings entries Institutional Investment Manager Filing this Report: Name: Artisan Partners Limited Partnership Address: 1000 North Water Street, Suite 1770 Milwaukee, WI 53202 Form 13F File Number: 28-5422 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: Lawrence A. Totsky Title: Chief Financial Officer Phone: 414/390-6100 Signature, Place, and Date of Signing: /s/ Lawrence A. Totsky Milwaukee, WI May 10, 2000 - --------------------------- ---------------------- ---------------- [Signature] [City, State] [Date] Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 4 Form 13F Information Table Entry Total: 245 Form 13F Information Table Value Total: $3,364,145 (thousands) List of Other Included Managers: Artisan Funds, Inc. Artisan Investment Corp. Andrew A. Ziegler Carlene M. Ziegler Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report if filed, other than the manager filing this report. No. Form 13F File Number Name 1. 28-04147 Artisan Funds, Inc. 2. 28-04155 Artisan Investment Corp. 3. 28-04149 Andrew A. Ziegler 4. 28-04153 Carlene M. Ziegler
Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 Title Market Value Investment Other Voting Authority Name of Issuer of class CUSIP (x$1000) Amount Discretion Managers Sole AAR CORP COM COM 000361105 10,835 649,300 DEFINED 1, 2, 3, 4 649,300 ACCEPTANCE INSURANCE COMPANIES COM 004308102 5,329 980,100 DEFINED 1, 2, 3, 4 980,100 ACTEL CORP COM 004934105 13,333 373,600 DEFINED 1, 2, 3, 4 373,600 ADELPHIA COMMUNICATIONS COM 006848105 8,359 170,596 DEFINED 1, 2, 3, 4 170,596 ADVO INC. COM 007585102 22,919 916,750 DEFINED 1, 2, 3, 4 916,750 AFFYMETRIX INC. COM 00826T108 3,622 24,400 DEFINED 1, 2, 3, 4 24,400 AK STEEL CORP COM 001547108 14,900 1,436,100 DEFINED 1, 2, 3, 4 1,436,100 ALASKA COMMUNICATIONS SYSTEMS COM 01167p101 7,452 614,600 DEFINED 1, 2, 3, 4 614,600 ALLIANT TECHSYSTEMS INC COM 018804104 9,326 158,400 DEFINED 1, 2, 3, 4 158,400 ALPHARMA INC COM 020813101 3,201 87,100 DEFINED 1, 2, 3, 4 87,100 ALZA CORP COM 022615108 4,932 131,300 DEFINED 1, 2, 3, 4 131,300 AMERICA SERVICE GROUP INC. COM 02364L109 790 52,700 DEFINED 1, 2, 3, 4 52,700 AMERICAN MOBILE SATELLITE CORP. COM 619908106 10,659 444,110 DEFINED 1, 2, 3, 4 444,110 AMERICAN PACIFIC CORP COM 028740108 8,060 1,141,200 DEFINED 1, 2, 3, 4 1,141,200 AMERICAN POWER CONVERSION CORP COM 029066107 8,837 206,100 DEFINED 1, 2, 3, 4 206,100 AMERICAN SUPERCONDUCTOR CORP COM 030111108 3,311 74,400 DEFINED 1, 2, 3, 4 74,400 AMERICREDIT CORP COM COM 03060R101 215 13,200 DEFINED 1, 2, 3, 4 13,200 ANNUITY AND LIFE RE HOLDINGS L COM G03910109 25,639 986,100 DEFINED 1, 2, 3, 4 986,100 APEX INC COM 037548104 10,295 277,300 DEFINED 1, 2, 3, 4 277,300 APPLIED MATERIALS COM 038222105 966 10,254 DEFINED 1, 2, 3, 4 10,254 APTARGROUP INC COM 038336103 9,402 352,300 DEFINED 1, 2, 3, 4 352,300 ARCTIC CAT INC. COM 039670104 16,236 1,584,000 DEFINED 1, 2, 3, 4 1,584,000 ARNOLD INDUSTRIES INC. COM 042595108 527 41,100 DEFINED 1, 2, 3, 4 41,100 ASPECT COMMUNICATIONS CORP COM 04523Q102 5,107 137,792 DEFINED 1, 2, 3, 4 137,792 ASSET INVESTORS CORPORATION COM 04541w107 5,946 553,100 DEFINED 1, 2, 3, 4 553,100 ASTRO-MED INC. COM 04638F108 1,488 212,600 DEFINED 1, 2, 3, 4 212,600 AT&T CANADA COM 00207Q202 315,187 5,167,000 DEFINED 1, 2, 3, 4 5,167,000 AVIALL INC COM 05366b102 9,186 1,088,659 DEFINED 1, 2, 3, 4 1,088,659 AVT CORP COM 002420107 8,998 761,700 DEFINED 1, 2, 3, 4 761,700 BARNETT INC. COM 068062108 13,853 1,259,400 DEFINED 1, 2, 3, 4 1,259,400 BARR LABORATORIES INC COM 068306109 10,224 243,420 DEFINED 1, 2, 3, 4 243,420 BARRETT RESOURCES CORP. COM 068480201 14,572 488,800 DEFINED 1, 2, 3, 4 488,800 RG BARRY CORP COM 068798107 4,132 1,224,400 DEFINED 1, 2, 3, 4 1,224,400 BELL & HOWELL COMPANY COM 077852101 12,069 386,200 DEFINED 1, 2, 3, 4 386,200 BORG WARNER AUTOMOTIVE INC. COM 099724106 26,074 662,200 DEFINED 1, 2, 3, 4 662,200 BRIGGS AND STRATTON CORP. COM 109043109 13,987 340,100 DEFINED 1, 2, 3, 4 340,100 TOM BROWN INC COM 115660201 15,260 830,500 DEFINED 1, 2, 3, 4 830,500 CABOT OIL & GAS CORP CL A COM 127097103 18,971 1,050,300 DEFINED 1, 2, 3, 4 1,050,300 CALPINE CORP COM 131347106 3,224 34,300 DEFINED 1, 2, 3, 4 34,300 CAMBREX CORP COM COM 132011107 235 5,400 DEFINED 1, 2, 3, 4 5,400 CAPITAL SOUTHWEST CORP COM 140501107 12,012 219,400 DEFINED 1, 2, 3, 4 219,400 CAREMARK RX COM 141705103 4,515 1,078,300 DEFINED 1, 2, 3, 4 1,078,300 CARLISLE COMPANIES INC. COM 142339100 25,280 632,000 DEFINED 1, 2, 3, 4 632,000 CASEYS GEN STORES COM COM 147528103 109 10,000 DEFINED 1, 2, 3, 4 10,000 CEC ENTERTAINMENT INC. COM 125137109 9,304 343,000 DEFINED 1, 2, 3, 4 343,000 CENTEX CONSTRUCTION PRODUCTS COM 15231R109 11,686 445,200 DEFINED 1, 2, 3, 4 445,200 CFC INTERNATIONAL INC COM 125252106 2,314 370,300 DEFINED 1, 2, 3, 4 370,300 CHAMPION ENTERPRISES COM 158496109 5,235 910,400 DEFINED 1, 2, 3, 4 910,400 CHARTER ONE FINL INC COM COM 160903100 5,716 272,195 DEFINED 1, 2, 3, 4 272,195 CHIEFTAIN INTERNATIONAL INC. COM 16867C101 9,243 459,300 DEFINED 1, 2, 3, 4 459,300 CHOICEPOINT INC COM COM 170388102 6,970 186,500 DEFINED 1, 2, 3, 4 186,500 CHROMCRAFT REVINGTON INC. COM 171117104 1,867 244,800 DEFINED 1, 2, 3, 4 244,800 CITIZENS UTILITIES CO. COM 177342201 11,245 686,700 DEFINED 1, 2, 3, 4 686,700 CLARCOR INC. COM 179895107 19,447 1,095,608 DEFINED 1, 2, 3, 4 1,095,608 CLASSIC COMMUNICATIONS COM 182728204 4,560 289,500 DEFINED 1, 2, 3, 4 289,500 CLEARNET COMMUNICATIONS INC COM 184902104 120,567 2,927,280 DEFINED 1, 2, 3, 4 2,927,280 CLEVELAND CLIFFS INC COM 185896107 21,761 921,100 DEFINED 1, 2, 3, 4 921,100 COGNOS, INC. COM 19244C109 54,717 874,600 DEFINED 1, 2, 3, 4 874,600 COM21 INC. COM 205937105 11,689 248,700 DEFINED 1, 2, 3, 4 248,700 COMMONWEALTH TELEPHONE ENTERPR COM 203349105 7,698 164,000 DEFINED 1, 2, 3, 4 164,000 COMMUNITY FIRST BANKSHARES INC COM 203902101 9,198 574,900 DEFINED 1, 2, 3, 4 574,900 COURIER CORP. COM 222660102 4,441 191,025 DEFINED 1, 2, 3, 4 191,025 COVAD COMMUNICATIONS GROUP, IN COM 222814204 8,352 115,200 DEFINED 1, 2, 3, 4 115,200 CRAIG CORP PREFERENCE CLASS A COM 224174201 3,119 702,900 DEFINED 1, 2, 3, 4 702,900 D.R.HORTON COM 23331A109 180 13,800 DEFINED 1, 2, 3, 4 13,800 DAISYTEK INTERNATIONAL CORP. COM 234053106 5,697 360,300 DEFINED 1, 2, 3, 4 360,300 DANAHER CORP COM 235851102 4,228 82,900 DEFINED 1, 2, 3, 4 82,900 DATA STREAM SYSTEMS COM 238124101 8,404 289,800 DEFINED 1, 2, 3, 4 289,800 DAVOX CORP COM COM 239208101 10,406 389,000 DEFINED 1, 2, 3, 4 389,000 DEVON ENERGY CORP COM 25179m103 6,375 131,280 DEFINED 1, 2, 3, 4 131,280 DUFF AND PHELPS CREDIT RATING COM 26432F109 13,707 137,500 DEFINED 1, 2, 3, 4 137,500 DYNEGY, INC (NEW) COM 26816Q101 16,109 256,723 DEFINED 1, 2, 3, 4 256,723 JD EDWARDS COM 281667105 4,562 140,100 DEFINED 1, 2, 3, 4 140,100 ELECTRONICS FOR IMAGING INC. COM 286082102 5,868 97,800 DEFINED 1, 2, 3, 4 97,800 EMCOR GROUP INC. COM 29084Q100 25,649 1,221,400 DEFINED 1, 2, 3, 4 1,221,400 EMISPHERE TECHNOLOGIES COM 291345106 2,646 51,000 DEFINED 1, 2, 3, 4 51,000 ENERGEN CORP COM COM 29265n108 7,819 490,600 DEFINED 1, 2, 3, 4 490,600 ENTRUST TECHNOLOGIES INC. COM 293848107 5,590 65,700 DEFINED 1, 2, 3, 4 65,700 EXODUS COMMUNICATIONS INC. COM 302088109 5,676 40,400 DEFINED 1, 2, 3, 4 40,400 FIRST AMERICAN FINANCIAL CORP. COM 318522307 13,111 940,700 DEFINED 1, 2, 3, 4 940,700 FISERV INC COM 337738108 6,106 164,200 DEFINED 1, 2, 3, 4 164,200 FLEETWOOD ENTERPRISES INC. COM 339099103 9,446 640,400 DEFINED 1, 2, 3, 4 640,400 FOOTSTAR INC. COM 344912100 15,150 536,300 DEFINED 1, 2, 3, 4 536,300 FOREST OIL CORP COM 346091606 16,378 1,541,417 DEFINED 1, 2, 3, 4 1,541,417 L.B. FOSTER CLASS A COM 350060109 3,651 898,800 DEFINED 1, 2, 3, 4 898,800 FRANKLIN ELECTRIC CO INC. COM 353514102 2,421 37,900 DEFINED 1, 2, 3, 4 37,900 FYI INC. COM 302712104 8,889 327,700 DEFINED 1, 2, 3, 4 327,700 GALILEO TECHNOLOGY INC COM m47298100 9,420 516,185 DEFINED 1, 2, 3, 4 516,185 GENLYTE GROUP INC. COM 372302109 31,335 1,606,900 DEFINED 1, 2, 3, 4 1,606,900 GERBER SCIENTIFIC INC COM COM 373730100 9,121 472,300 DEFINED 1, 2, 3, 4 472,300 GLOBAL TELESYSTEMS GROUP COM 37936U104 119,668 5,837,460 DEFINED 1, 2, 3, 4 5,837,460 WW GRAINGER INC. COM 384802104 4,413 81,340 DEFINED 1, 2, 3, 4 81,340 GREIF BROTHERS CORP CLASS A COM 397624107 18,487 580,000 DEFINED 1, 2, 3, 4 580,000 GREY ADVERTISING INC COM 397838103 20,508 50,143 DEFINED 1, 2, 3, 4 50,143 GUCCI GROUP NV COM 401566104 65,931 741,315 DEFINED 1, 2, 3, 4 741,315 GUILFORD MILLS INC. COM 401794102 13,390 1,741,800 DEFINED 1, 2, 3, 4 1,741,800 GUNDLE SLT ENVIRONMENTAL INC. COM 402809107 2,109 717,800 DEFINED 1, 2, 3, 4 717,800 JOHN HANCOCK BANK & THRIFT OPP COM 409735107 20,878 3,009,500 DEFINED 1, 2, 3, 4 3,009,500 HARBINGER CORP COM 41145C103 8,618 295,900 DEFINED 1, 2, 3, 4 295,900 HARDING LAWSON ASSOCIATES GROU COM 412293102 4,007 377,100 DEFINED 1, 2, 3, 4 377,100 HARMAN INTERNATIONAL INDUSTRIE COM 413086109 4,278 71,300 DEFINED 1, 2, 3, 4 71,300 HAVERTY FURNITURE COMPANIES IN COM 419596101 8,019 754,700 DEFINED 1, 2, 3, 4 754,700 HEALTHCARE RLTY TR COM COM 421946104 4,789 285,900 DEFINED 1, 2, 3, 4 285,900 HILB, ROGAL & HAMILTON CO COM 431294107 25,357 928,400 DEFINED 1, 2, 3, 4 928,400 IGATE CAPITAL CORP COM 45169u109 9,499 210,500 DEFINED 1, 2, 3, 4 210,500 INSIGHT ENTERPRISES, INC. COM 45765U103 5,229 143,500 DEFINED 1, 2, 3, 4 143,500 INSTEEL INDUSTRIES INC COM 45774W108 5,124 910,900 DEFINED 1, 2, 3, 4 910,900 INTEGRATED DEVICE TECHNOLOGY I COM 458118106 7,097 179,100 DEFINED 1, 2, 3, 4 179,100 INTERIM SVCS INC COM COM 45868p100 200 10,760 DEFINED 1, 2, 3, 4 10,760 INTERMET CORP COM 45881K104 13,764 1,508,400 DEFINED 1, 2, 3, 4 1,508,400 INTERNATIONAL RECTIFIER COM 460254105 10,312 270,470 DEFINED 1, 2, 3, 4 270,470 INTERNET.COM CORP COM 460967102 7,743 184,900 DEFINED 1, 2, 3, 4 184,900 INTERTAN INC COM 461120107 19,640 1,428,400 DEFINED 1, 2, 3, 4 1,428,400 IPC HLDGS LTD ORD COM G4933P101 9,313 776,100 DEFINED 1, 2, 3, 4 776,100 ITI TECHNOLOGIES INC COM 450564109 9,898 332,700 DEFINED 1, 2, 3, 4 332,700 JACOBS ENGINEERING GROUP INC. COM 469814107 24,031 753,900 DEFINED 1, 2, 3, 4 753,900 JOHN NUVEEN CO. COM 478035108 21,114 552,000 DEFINED 1, 2, 3, 4 552,000 JUST FOR FEET, INC. COM 48213P106 2 28,600 DEFINED 1, 2, 3, 4 28,600 JUSTIN INDS INC COM COM 482171105 18,256 1,014,200 DEFINED 1, 2, 3, 4 1,014,200 KAYDON CORP COM COM 486587108 22,697 831,000 DEFINED 1, 2, 3, 4 831,000 KELLWOOD CO COM COM 488044108 8,328 474,200 DEFINED 1, 2, 3, 4 474,200 KIMBALL INTERNATIONAL INC. COM 494274103 10,449 949,900 DEFINED 1, 2, 3, 4 949,900 KINDER MORGAN INC. COM 49455P101 19,951 578,300 DEFINED 1, 2, 3, 4 578,300 LILLY INDUSTRIES INC. COM 532491107 699 56,500 DEFINED 1, 2, 3, 4 56,500 LINCOLN ELECTRIC HOLDINGS INC. COM 533900106 27,922 1,154,400 DEFINED 1, 2, 3, 4 1,154,400 LINCOLN NATIONAL CORP COM 534187109 5,641 168,400 DEFINED 1, 2, 3, 4 168,400 LITTELFUSE INC COM 537008104 10,982 299,350 DEFINED 1, 2, 3, 4 299,350 LJL BIOSYSTEM INC. COM 501873103 3,568 195,500 DEFINED 1, 2, 3, 4 195,500 M & F WORLDWIDE CORP COM 552541104 4,956 1,132,900 DEFINED 1, 2, 3, 4 1,132,900 MAF BANCORP COM 55261r108 1,829 113,000 DEFINED 1, 2, 3, 4 113,000 MANPOWER INC COM COM 56418H100 5,545 156,200 DEFINED 1, 2, 3, 4 156,200 MAPICS INC COM 564910107 8,915 559,400 DEFINED 1, 2, 3, 4 559,400 MARKEL CORP COM 570535104 11,785 81,000 DEFINED 1, 2, 3, 4 81,000 MARTHA STEWART LIVING OMNIMEDI COM 573083102 11,517 445,120 DEFINED 1, 2, 3, 4 445,120 MEDICIS PHARMACEUTICAL CORP COM 584690309 8,248 206,200 DEFINED 1, 2, 3, 4 206,200 MEDPARTNERS INC. COM 58503X206 1,864 276,100 DEFINED 1, 2, 3, 4 276,100 MEDQUIST INC. COM 584949101 9,994 367,600 DEFINED 1, 2, 3, 4 367,600 MENS WEARHOUSE INC COM COM 587118100 10,692 360,900 DEFINED 1, 2, 3, 4 360,900 MERCHANTS GROUP INC COM 588539106 790 53,100 DEFINED 1, 2, 3, 4 53,100 METTLER-TOLEDO COM 592688105 12,605 307,900 DEFINED 1, 2, 3, 4 307,900 MIDAS GROUP COM 595626102 19,906 829,417 DEFINED 1, 2, 3, 4 829,417 MILLIPORE CORP. COM 601073109 5,384 95,400 DEFINED 1, 2, 3, 4 95,400 MINERALS TECHNOLOGY COM 603158106 11,764 264,000 DEFINED 1, 2, 3, 4 264,000 MODINE MANUFACTURING CO COM 607828100 23,601 939,332 DEFINED 1, 2, 3, 4 939,332 MODIS PROF SVCS. COM 607830106 11,859 958,330 DEFINED 1, 2, 3, 4 958,330 MORRISON MANAGEMENT SPECIALIST COM 618459101 10,917 393,400 DEFINED 1, 2, 3, 4 393,400 MUELLER INDUSTRIES, INC. COM 624756102 28,759 946,800 DEFINED 1, 2, 3, 4 946,800 MYRIAD GENETICS INC COM COM 62855J104 2,518 41,800 DEFINED 1, 2, 3, 4 41,800 NCO GROUP, INC COM 628858102 10,948 342,800 DEFINED 1, 2, 3, 4 342,800 NTL INCORPORATED COM 629407107 74,779 805,700 DEFINED 1, 2, 3, 4 805,700 NABORS INDUSTRIES INC COM 629568106 6,055 156,000 DEFINED 1, 2, 3, 4 156,000 NATIONAL DENTEX CORP COM 63563H109 5,605 380,000 DEFINED 1, 2, 3, 4 380,000 NATIONAL SEMICONDUCTOR CORP COM 637640103 12,624 207,800 DEFINED 1, 2, 3, 4 207,800 NETWORK SOLUTIONS INC. COM 64121Q102 4,949 32,200 DEFINED 1, 2, 3, 4 32,200 NEUBERGER BERMAN COM 641234109 4,910 174,200 DEFINED 1, 2, 3, 4 174,200 NEWFIELD EXPLORATION COM 651290108 9,874 280,100 DEFINED 1, 2, 3, 4 280,100 NEWPARK RESOURCES, INC. COM 651718504 10,332 1,291,500 DEFINED 1, 2, 3, 4 1,291,500 NOKIA CORPORATION COM 654902204 84,689 389,825 DEFINED 1, 2, 3, 4 389,825 NORTEL NETWORKS CORP. COM 656569100 79,386 630,050 DEFINED 1, 2, 3, 4 630,050 OM GROUP INC. COM 670872100 12,778 280,833 DEFINED 1, 2, 3, 4 280,833 OPEN TEXT COMPANY COM 683715106 12,320 415,000 DEFINED 1, 2, 3, 4 415,000 PC-TEL INC. COM 69325Q105 12,931 171,840 DEFINED 1, 2, 3, 4 171,840 PICO HOLDINGS INC. COM 693366205 8,713 783,200 DEFINED 1, 2, 3, 4 783,200 PAIRGAIN TECHNOLOGIES INC. COM 695934109 6,910 369,760 DEFINED 1, 2, 3, 4 369,760 PARADYNE NETWORKS INC. COM 69911G107 10,802 348,450 DEFINED 1, 2, 3, 4 348,450 PARTNER COMMUNICATIONS COM 70211M109 15,257 917,700 DEFINED 1, 2, 3, 4 917,700 PENTON MEDIA, INC. COM 709668107 12,789 491,900 DEFINED 1, 2, 3, 4 491,900 PHARMACIA CORPORATION COM 71713U102 40,480 683,200 DEFINED 1, 2, 3, 4 683,200 PHARMACOPEIA INC COM 71713b104 2,141 43,700 DEFINED 1, 2, 3, 4 43,700 PIER 1 IMPORTS INC COM COM 720279108 155 15,100 DEFINED 1, 2, 3, 4 15,100 PLAYTEX PRODUCTS INC COM 72813P100 9,537 733,650 DEFINED 1, 2, 3, 4 733,650 PLEXUS CORP COM 729132100 3,211 48,200 DEFINED 1, 2, 3, 4 48,200 POGO PRODUCING CO COM COM 730448107 8,929 312,600 DEFINED 1, 2, 3, 4 312,600 POLYCOM INC. COM 73172k104 9,518 120,200 DEFINED 1, 2, 3, 4 120,200 POWELL INDUSTRIES INC COM 739128106 8,654 899,100 DEFINED 1, 2, 3, 4 899,100 POWERWAVE TECHNOLOGIES INC COM 739363109 4,075 32,600 DEFINED 1, 2, 3, 4 32,600 PRIDE INTL INC COM COM 741932107 10,912 477,040 DEFINED 1, 2, 3, 4 477,040 PRIMAENERGY CORP COM 741901201 5,631 208,550 DEFINED 1, 2, 3, 4 208,550 PRIMEDIA INC. COM 74157K101 3,885 121,400 DEFINED 1, 2, 3, 4 121,400 PRIMEX TECHNOLOGY, INC. COM 741597108 9,075 425,800 DEFINED 1, 2, 3, 4 425,800 PROGRESSIVE SOFTWARE COM 743312100 293 12,500 DEFINED 1, 2, 3, 4 12,500 QUANTA SERVICES INC. COM 74762E102 4,036 66,500 DEFINED 1, 2, 3, 4 66,500 RLI CORP COM COM 749607107 596 17,800 DEFINED 1, 2, 3, 4 17,800 RADIAN GROUP INC. COM 750236101 221 4,645 DEFINED 1, 2, 3, 4 4,645 RALCORP HOLDINGS COM 751028101 7,383 509,200 DEFINED 1, 2, 3, 4 509,200 RAYOVAC CORP COM 755081106 11,083 476,700 DEFINED 1, 2, 3, 4 476,700 REAL NETWORKS COM 75605l104 4,350 76,400 DEFINED 1, 2, 3, 4 76,400 REGAL BELOIT CORP COM COM 758750103 20,382 1,164,704 DEFINED 1, 2, 3, 4 1,164,704 REINSURANCE GROUP COM 759351109 13,747 577,310 DEFINED 1, 2, 3, 4 577,310 RELIASTAR FINANCIAL COM 75952U103 5,596 165,200 DEFINED 1, 2, 3, 4 165,200 REMEC INC COM 759543101 4,631 91,700 DEFINED 1, 2, 3, 4 91,700 RICHIE BROS. AUCTIONEERS, INC. COM 767744105 5,225 204,900 DEFINED 1, 2, 3, 4 204,900 RISK CAPITAL HOLDINGS COM 767711104 15,622 954,000 DEFINED 1, 2, 3, 4 954,000 ROANOKE ELECTRONIC STEEL CORP COM 769841107 11,769 692,300 DEFINED 1, 2, 3, 4 692,300 ROHM & HAAS CO. COM 775371107 5,141 115,200 DEFINED 1, 2, 3, 4 115,200 SDL INC COM COM 784076101 6,620 31,100 DEFINED 1, 2, 3, 4 31,100 SK TELECOM CO. LTD COM 78440P108 47,638 1,221,500 DEFINED 1, 2, 3, 4 1,221,500 SPX CORP COM 784635104 5,378 47,200 DEFINED 1, 2, 3, 4 47,200 SANDISK CORP COM 80004c101 4,091 33,400 DEFINED 1, 2, 3, 4 33,400 SANTA FE SNYDER CORP. COM 80218K105 21,685 2,282,600 DEFINED 1, 2, 3, 4 2,282,600 SCHNITZER STEEL INDUSTRIES INC COM 806882106 12,736 705,100 DEFINED 1, 2, 3, 4 705,100 SCOTTISH ANNUITY & LIFE HOLDIN COM G7885T104 10,181 1,324,400 DEFINED 1, 2, 3, 4 1,324,400 SEVENSON ENVIRONMENTAL SERVICE COM 818063109 1,968 203,800 DEFINED 1, 2, 3, 4 203,800 SHIRE PHARMACEUTICAL GROUP PLC COM 82481r106 5,326 103,913 DEFINED 1, 2, 3, 4 103,913 SHOPKO STORES INC COM 824911101 12,796 720,900 DEFINED 1, 2, 3, 4 720,900 SILICON VALLEY BANCSHARES COM 827064106 7,590 105,600 DEFINED 1, 2, 3, 4 105,600 SOMERSET GROUP, INC. (THE) COM 834706103 1,209 66,700 DEFINED 1, 2, 3, 4 66,700 SPANISH BROADCASTING COM 846425882 6,356 271,000 DEFINED 1, 2, 3, 4 271,000 SPECTRIAN CORP COM 847608106 6,950 308,900 DEFINED 1, 2, 3, 4 308,900 STANCORP FINANCIAL GROUP INC COM 852891100 11,739 428,840 DEFINED 1, 2, 3, 4 428,840 STEINER LEISURE LTD COM P8744y102 8,331 432,771 DEFINED 1, 2, 3, 4 432,771 STERLING BANCSHS INC COM COM 858907108 3,971 415,300 DEFINED 1, 2, 3, 4 415,300 STEWART INFORMATION SERVICES C COM 860372101 24,652 1,559,000 DEFINED 1, 2, 3, 4 1,559,000 STRUCTURAL DYNAMIC RES COM COM 863555108 9,592 710,500 DEFINED 1, 2, 3, 4 710,500 SUNGARD DATA SYSTEMS INC. COM 867363103 6,172 163,500 DEFINED 1, 2, 3, 4 163,500 SUPERIOR INDS INTL INC COM COM 868168105 12,006 378,900 DEFINED 1, 2, 3, 4 378,900 SYMANTEC CORP COM COM 871503108 7,377 98,200 DEFINED 1, 2, 3, 4 98,200 SYMYX TECHNOLOGIES COM COM 87155S108 3,446 79,900 DEFINED 1, 2, 3, 4 79,900 SYSTEMS & COMPUTER TECHNOLOGY COM 871873105 12,969 554,820 DEFINED 1, 2, 3, 4 554,820 TANDY CORPORATION COM 875382103 4,405 86,800 DEFINED 1, 2, 3, 4 86,800 TECHNOLOGY SOLUTIONS CO COM 87872t108 12,343 1,352,682 DEFINED 1, 2, 3, 4 1,352,682 TEKELEC COM 879101103 8,984 242,000 DEFINED 1, 2, 3, 4 242,000 TELECOMUNICACOES BRASIL COM 879287308 63,954 427,250 DEFINED 1, 2, 3, 4 427,250 THOMAS INDUSTRIES INC. COM 884425109 9,217 491,600 DEFINED 1, 2, 3, 4 491,600 TIMBERLINE SOFTWARE COM 887134104 4,400 502,900 DEFINED 1, 2, 3, 4 502,900 TWIN DISC INC. COM 901476101 3,278 191,400 DEFINED 1, 2, 3, 4 191,400 UCAR INTERNATIONAL INC. COM 90262K109 703 53,300 DEFINED 1, 2, 3, 4 53,300 UGI CORP COM 902681105 18,346 848,349 DEFINED 1, 2, 3, 4 848,349 US ONCOLOGY INC COM COM 90338W103 51 11,400 DEFINED 1, 2, 3, 4 11,400 UNIT CORP COM 909218109 8,330 757,300 DEFINED 1, 2, 3, 4 757,300 UNITED STATIONERS INC COM 913004107 12,034 337,200 DEFINED 1, 2, 3, 4 337,200 UNITEDGLOBALCOM, INC COM 913247508 158,284 2,108,700 DEFINED 1, 2, 3, 4 2,108,700 VARIAN INC. COM 922206107 4,866 126,800 DEFINED 1, 2, 3, 4 126,800 VARIAN MED SYS INC COM COM 92220P105 283 6,200 DEFINED 1, 2, 3, 4 6,200 VEECO INSTRUMENTS INC. COM 922417100 16,894 228,300 DEFINED 1, 2, 3, 4 228,300 VELCRO INDUSTRIES NV COM 922571104 10,001 899,000 DEFINED 1, 2, 3, 4 899,000 VISUAL NETWORKS INC. COM 928444108 9,029 159,100 DEFINED 1, 2, 3, 4 159,100 VITESSE SEMICONDUCTORS COM 928497106 4,225 43,900 DEFINED 1, 2, 3, 4 43,900 VOICESTREAM WIRELESS CORP. COM 928615103 4,510 35,009 DEFINED 1, 2, 3, 4 35,009 WEATHERFORD INTERNATIONAL INC COM 947074100 4,246 72,580 DEFINED 1, 2, 3, 4 72,580 WERNER ENTERPRISES INC COM COM 950755108 2,381 140,060 DEFINED 1, 2, 3, 4 140,060 WESTERN WIRELESS CORP COM 95988E204 5,282 115,300 DEFINED 1, 2, 3, 4 115,300 WHITE MOUNTAINS INSURANCE GROU COM G9618E107 27,335 203,800 DEFINED 1, 2, 3, 4 203,800 ZEBRA TECHNOLOGIES CORP. COM 989207105 5,050 101,000 DEFINED 1, 2, 3, 4 101,000
-----END PRIVACY-ENHANCED MESSAGE-----