13F-HR 1 berk-table.txt FORM 13F INFORMATION TABLE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 -------- -------- -------- -------- -------- -------- -------- -------- NAME OF ISSUER TITLE OF CUSIP FAIR MARKET SHARES OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY CLASS NUMBER VALUE PRINCIPAL PRN CALL DISCRETION MANAGERS SOLE SHAREHOLDER NONE (000'S) AMOUNT ---------------------------- ----- --------- ----------- ------ --- ---- ---------- -------- ---- ----------- ---- AOL TIME WARNER INC COM 00184A105 7,648 190,500 SH SOLE 190,500 APPLIED MICRO CIRCUITS CORP COM 03822W109 4,778 289,584 SH SOLE 289,584 BEA SYSTEMS INC COM 073325102 7,501 255,370 SH SOLE 255,370 BROCADE COMM SYSTEMS INC COM 111621108 4,594 219,921 SH SOLE 219,921 CIENA CORP COM 171779101 7,232 173,215 SH SOLE 173,215 COMVERSE TECHNOLOGY COM 205862402 4,128 70,100 SH SOLE 70,100 EMC CORP/MASS COM 268648102 9,186 312,439 SH SOLE 312,439 EXTREME NETWORKS INC COM 30226D106 1,059 69,600 SH SOLE 69,600 INTEGRATED DEVICE TECH INC COM 458118106 2,424 81,850 SH SOLE 81,850 JUNIPER NETWORKS INC COM 48203R104 7,438 195,942 SH SOLE 195,942 MAXIM INTEGRATED PRODUCTS COM 57772K101 4,582 110,170 SH SOLE 110,170 MCDATA CORPORATION CLA 580031201 2,528 133,916 SH SOLE 133,916 MICROMUSE INC COM 595094103 2,942 77,850 SH SOLE 77,850 NETWORK APPLIANCE INC COM 64120L104 3,108 184,873 SH SOLE 184,873 NOVELLUS SYSTEMS INC COM 670008101 3,180 78,400 SH SOLE 78,400 ONI SYSTEMS CORP COM 68273F103 1,645 84,350 SH SOLE 84,350 OPENWAVE SYSTEMS INC COM 683718100 2,314 116,625 SH SOLE 116,625 PEOPLESOFT INC COM 712713106 3,492 149,000 SH SOLE 149,000 SIEBEL SYSTEMS INC COM 826170102 2,852 104,850 SH SOLE 104,850 TRANSWITCH CORP COM 894065101 2,722 207,400 SH SOLE 207,400 TRIQUINT SEMICONDUCTOR INC COM 89674K103 5,232 353,200 SH SOLE 353,200 VERITAS SOFTWARE CORP COM 923436109 6,711 145,135 SH SOLE 145,135 VITESSE SEMICONDUCTOR CORP COM 928497106 3,159 132,675 SH SOLE 132,675 CHECK POINT SOFTWARE TECH COM M22465104 7,011 147,597 SH SOLE 147,597