13F-HR 1 inftable.txt 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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- AARON RENTS INC COM 002535201 10905 669000 SH SOLE ABBOTT LABS COM 002824100 223 4000 SH SOLE ADAPTEC INC COM 00651f108 13500 931000 SH SOLE ADVANCED MARKETING SERVICES IN COM 00753t105 14509 795000 SH SOLE AEGON N V ORD AMER REG COM 007924103 267 9965 SH SOLE AGILENT TECHNOLOGIES INC COM 00846u101 521 18283 SH SOLE AKZO NOBEL N V COM 010199305 356 7932 SH SOLE 179 4000 SH OTHER ALLEGHENY ENERGY INC COM 017361106 811 22400 SH SOLE ALLIED CAPITAL CORPORATION COM 01903q108 9542 367000 SH SOLE AMERICAN HOME PRODUCTS COM 026609107 2955 48156 SH SOLE 196 3200 SH OTHER AMERICAN INTL GROUP COM 026874107 761 9590 SH SOLE 106 1331 SH OTHER AMETEK INC COM 031100100 11422 358175 SH SOLE AMLI RESIDENTIAL PROPERTIES TR COM 001735109 8613 341500 SH SOLE AMSOUTH BANCORP COM 032165102 342 18105 SH OTHER ANADARKO PETROLEUM CORP COM 032511107 242 4257 SH SOLE ANSYS INC COM 03662Q105 13989 567500 SH SOLE APACHE CORP COM 037411105 10823 216975 SH SOLE APRIA HEALTHCARE GROUP INC COM 037933108 13645 546000 SH SOLE APTARGROUP INC COM 038336103 25877 738700 SH SOLE ARMOR HOLDINGS INC COM 042260109 15506 574500 SH SOLE AUTODESK INC COM 052769106 7996 214550 SH SOLE AVISTA CORP COM 05379b107 2529 190700 SH SOLE AVNET INC COM 053807103 8287 325380 SH SOLE BAKER HUGHES INC COM 057224107 5915 162175 SH SOLE BALDOR ELECTRIC CO COM 057741100 9698 464000 SH SOLE BANK OF AMERICA CORP COM 060505104 7338 116570 SH SOLE 214 3394 SH OTHER BANK ONE CORP COM 06423a103 2798 71650 SH SOLE BANTA CORP COM 066821109 3594 121750 SH SOLE BECKMAN COULTER INC COM 075811109 4003 90370 SH SOLE BECTON DICKINSON & CO COM 075887109 2964 89400 SH SOLE BELDEN INC COM 077459105 13612 578000 SH SOLE BERKSHIRE HATHAWAY CLASS A COM 084670108 8089 107 SH SOLE BERKSHIRE HATHAWAY CLASS B COM 084670207 3835 1519 SH SOLE 265 105 SH OTHER BIO RAD LABS INC CL A COM 090572207 15414 243500 SH SOLE BOEING CO COM 097023105 388 10000 SH SOLE BORGWARNER INC COM 099724106 16015 306500 SH SOLE BP PLC COM 055622104 1900 40859 SH SOLE 123 2646 SH OTHER BRADY CORP CLASS A COM 104674106 4681 127900 SH SOLE BRISTOL MYERS SQUIBB COM 110122108 7813 153195 SH SOLE BRITISH AMERICAN TOBACCO ADR COM 110448107 197 11578 SH SOLE BUCKLE INC COM 118440106 3254 145900 SH SOLE BURLINGTON COAT FACTORY COM 121579106 6436 383100 SH SOLE BUSH INDUSTRIES INC COM 123164105 4989 459400 SH SOLE C&D TECHNOLOGIES INC COM 124661109 5635 246600 SH SOLE CAMBREX CORP COM 132011107 13996 321000 SH SOLE CAMDEN PROPERITES COM 133131102 6386 174000 SH SOLE CAPITAL ONE FINL CORP COM 14040h105 6602 122375 SH SOLE CARPENTER TECHNOLOGY COM 144285103 8958 336500 SH SOLE CATERPILLAR INC COM 149123101 209 4000 SH OTHER CBL & ASSOCIATES COM 124830100 11057 351000 SH SOLE CENTEX CONSTRUCTION PRODS COM 15231r109 8878 277000 SH SOLE CENTEX CORP COM 152312104 7185 125850 SH SOLE CHEVRONTEXACO CORPORATION COM 166764100 2496 27859 SH SOLE CHITTENDEN CORP COM 170228100 9884 358125 SH SOLE CHUBB CORP COM 171232101 2489 36075 SH SOLE CINCINNATI FINANCIAL CORP COM 172062101 227 5952 SH OTHER CITIGROUP COM 172967101 8582 170004 SH SOLE CLARCOR INC COM 179895107 14103 519450 SH SOLE COCA COLA CO COM 191216100 1096 23241 SH SOLE COHU INC COM 192576106 3950 200000 SH SOLE COLONIAL BANCGROUP INC COM 195493309 7638 542100 SH SOLE COMERICA INC COM 200340107 4687 81800 SH SOLE COMMSCOPE INC COM 203372107 12081 568000 SH SOLE COMPAQ COMPUTER CORP COM 204493100 1501 153741 SH SOLE COMPUWARE CORP COM 205638109 923 78300 SH SOLE CONSOLIDATED EDISON INC COM 209115104 391 9700 SH SOLE COORSTEK, INC COM 217020106 6085 191100 SH SOLE COVANCE INC COM 222816100 9591 422500 SH SOLE CVB FINANCIAL CORP COM 126600105 8040 343600 SH SOLE DENTSPLY INT'L INC COM 249030107 27290 543630 SH SOLE DIEBOLD INC COM 253651103 12904 319100 SH SOLE DONNELLY (R.R.& SONS) & CO COM 257867101 1185 39925 SH SOLE DONNELLY CORP CL A COM 257870105 4363 331750 SH SOLE DONNELLY RH CORP COM 74955w307 19028 655000 SH SOLE DOW CHEM CO COM 260543103 628 18593 SH SOLE 152 4500 SH OTHER DU PONT E I DE NEMOURS COM 263534109 982 23105 SH SOLE DUKE ENERGY CORP COM 264399106 603 15350 SH SOLE ENTEGRIS INC COM 29362u104 3398 310000 SH SOLE EQUITABLE RESOURCES INC COM 294549100 21035 617408 SH SOLE 375 11000 SH OTHER EXXON-MOBIL COM 30231G102 3387 86184 SH SOLE FEDERAL HOME LN MTG CP COM 313400301 392 6000 SH SOLE FEDERAL NATL MTG ASSN COM 313586109 719 9050 SH SOLE FIBERMARK INC COM 315646109 2814 492000 SH SOLE FINLAY ENTERPRISES INC COM 317884203 4698 565300 SH SOLE FIRST INDUSTRIAL RLTY COM 32054k103 6854 220400 SH SOLE FIRST VA BANKS INC COM 337477103 201 3967 SH SOLE FORD MTR CO COM 345370860 3487 221821 SH SOLE FTI CONSULTING INC COM 302941109 5291 161300 SH SOLE FURNITURE BRANDS INT'L INC COM 360921100 10740 335400 SH SOLE FYI INC COM 302712104 14841 443000 SH SOLE GABLES RESIDENTIAL COM 362418105 10505 354900 SH SOLE GENCORP INC COM 368682100 2862 202800 SH SOLE GENERAL ELECTRIC CO COM 369604103 2610 65108 SH SOLE GRACO INC COM 384109104 6092 156000 SH SOLE GRANITE CONSTRUCTION INC COM 387328107 21263 883000 SH SOLE GRIFFON CORP COM 398433102 14603 973500 SH SOLE HANCOCK FABRICS COM 409900107 3643 277000 SH SOLE HANMI FINANCIAL CORP COM 410495105 3342 230478 SH SOLE HARMAN INT'L COM 413086109 11040 244800 SH SOLE HEALTHCARE RLTY TR COM 421946104 3472 124000 SH SOLE HEICO CORPORATION COM 422806208 8532 632500 SH SOLE HEWLETT PACKARD CO COM 428236103 563 27420 SH SOLE HUGHES SUPPLY INC. COM 444482103 18769 608000 SH SOLE IDEX CORP COM 45167r104 3450 100000 SH SOLE INTEL CORP COM 458140100 8063 256389 SH SOLE INTERNATIONAL BUS MACH COM 459200101 10076 83300 SH SOLE 290 2400 SH OTHER INTL PAPER CO COM 460146103 154 3827 SH SOLE 129 3200 SH OTHER J P MORGAN CHASE & CO COM 46625h100 5538 152365 SH SOLE JAKKS PACIFIC INC COM 47012e106 11522 608000 SH SOLE JOHNSON & JOHNSON COM 478160104 261 4415 SH SOLE KINDER MORGAN INC COM 49455P101 16341 293427 SH SOLE 313 5625 SH OTHER KONINKLIJKE PHILIPS ELECTRONIC COM 500472303 7357 252739 SH SOLE LANCASTER COLONY CORP COM 513847103 3551 100000 SH SOLE LANDAMERICA FINANCIAL GROUP IN COM 514936103 7175 250000 SH SOLE LASALLE HOTEL PROPERTIES COM 517942108 4890 416500 SH SOLE LEAR CORP COM 521865105 7238 189765 SH SOLE LEVEL 3 COMMUNICATIONS COM 52729n100 5327 1065350 SH SOLE LIBERTY PPTY TR SH BEN INT COM 531172104 8021 268700 SH SOLE LINCOLN NATL CORP COM 534187109 49 1000 SH SOLE 291 6000 SH OTHER LIZ CLAIBORNE COM 539320101 6075 122110 SH SOLE LOCKHEED MARTIN CORP COM 539830109 839 17984 SH SOLE M D C HLDGS INC COM 552676108 31671 838090 SH SOLE MAC DERMID INC COM 554273102 11318 667700 SH SOLE MACK-CALI REALTY CORP COM 554489104 4451 143500 SH SOLE MARTIN MARIETTA MATERIALS COM 573284106 7764 166600 SH SOLE MATTEL INC COM 577081102 2207 128285 SH SOLE MAXIMUS INC COM 577933104 9737 231500 SH SOLE MEAD CORP COM 582834107 525 17005 SH SOLE MEDALLION FINANCIAL COM 583928106 5862 742000 SH SOLE MENS WEARHOUSE INC COM 587118100 10779 522000 SH SOLE MERCANTILE BANKSHARES COM 587405101 1379 32050 SH SOLE MERCK & CO INC COM 589331107 8952 152241 SH SOLE MERIDIAN RESOURCE CORP COM 58977q109 3252 815000 SH SOLE MICROSOFT CORP COM 594918104 9015 136076 SH SOLE MID-ATLANTIC RLTY TR SH BEN IN COM 595232109 291 18725 SH SOLE MILACRON INC COM 598709103 790 49955 SH SOLE MILLS CORP COM 601148109 9083 343000 SH SOLE MINERALS TECHNOLOGIES INC COM 603158106 20456 438600 SH SOLE MINNESOTA MNG & MFG CO COM 604059105 5619 47535 SH SOLE MKS INSTRUMENTS INC COM 55306n104 11055 409000 SH SOLE MOHAWK INDUSTRIES INC COM 608190104 9873 179900 SH SOLE MORGAN STAN DEAN WITTR CO COM 617446448 9084 162395 SH SOLE NATIONAL CITY CORP COM 635405103 975 33352 SH SOLE 175 6000 SH OTHER NEWELL RUBBERMAID CO COM 651229106 2741 99422 SH SOLE NEWPARK RESOURCES INC COM 651718504 7900 1000000 SH SOLE NOKIA CORP SPONSORED ADR COM 654902204 12980 529152 SH SOLE NORFOLK SOUTHERN CORP COM 655844108 349 19060 SH SOLE 148 8100 SH OTHER NORTHWEST PIPE CO COM 667746101 4970 304000 SH SOLE NUI CORP COM 629431107 5617 237000 SH SOLE O CHARLEYS INC COM 670823103 4294 232000 SH SOLE OCEANEERING INTL INC COM 675232102 13712 619900 SH SOLE OFFSHORE LOGISTICS INC COM 676255102 4476 252000 SH SOLE OMNICARE INC COM 681904108 16794 675000 SH SOLE OUTBACK STEAKHOUSE INC COM 689899102 10760 314175 SH SOLE PAN PACIFIC RETAIL PPTYS INC COM 69806l104 11373 396000 SH SOLE PAPA JOHNS INTERNATIONAL INC COM 698813102 10745 391000 SH SOLE PARK ELECTROCHEMICAL CORP COM 700416209 6843 259200 SH SOLE PARKER HANNIFIN CORP COM 701094104 2440 53150 SH SOLE PARKWAY PROPERTIES INC COM 70159Q104 6232 187700 SH SOLE PENN VA CORP COM 707882106 14697 431000 SH SOLE PENN VIRGINIA RESOURCE PARTNER COM 707884102 245 9500 SH SOLE PFIZER INC COM 717081103 1579 39629 SH SOLE PHARMACIA CORPORATION COM 71713U102 271 6350 SH SOLE 341 8000 SH OTHER PHILIP MORRIS COS INC COM 718154107 46 995 SH SOLE 743 16200 SH OTHER PIER 1 IMPORTS INC COM 720279108 14930 861000 SH SOLE PIONEER STD ELECTRS COM 723877106 5071 399300 SH SOLE PITNEY BOWES INC COM 724479100 406 10800 SH SOLE 301 8000 SH OTHER PMA CAPITAL CORP COM 693419202 3378 175000 SH SOLE PNC FINANCIAL SERVICES GROUP COM 693475105 4788 85200 SH SOLE POLYONE CORP COM 73179p106 4920 502000 SH SOLE PPG INDS INC COM 693506107 331 6400 SH SOLE 207 4000 SH OTHER PRENTISS PROPERTIES TRUST COM 740706106 8194 298500 SH SOLE PROCTER & GAMBLE CO COM 742718109 681 8600 SH SOLE PROQUEST COMPANY COM 74346P102 12964 382300 SH SOLE PROSPERITY BANCSHARES INC COM 743606105 8353 309500 SH SOLE PROTECTIVE LIFE CORP COM 743674103 240 8280 SH SOLE PULTE CORP COM 745867101 16174 362070 SH SOLE PXRE GROUP LTD COM G73018106 3045 172600 SH SOLE QUAKER CHEMICAL COM 747316107 9146 444000 SH SOLE QUESTAR CORP COM 748356102 11468 457800 SH SOLE QUIXOTE CORP COM 749056107 8930 470000 SH SOLE RADIAN GROUP INC. COM 750236101 19302 449400 SH SOLE RECKSON ASSOCIATES REALTY CORP COM 75621K106 8340 357000 SH SOLE REINSURANCE GROUP OF AMERICA COM 759351109 5265 158200 SH SOLE REX STORES CORP COM 761624105 12512 446550 SH SOLE REYNOLDS & REYNOLDS COM 761695105 7571 312200 SH SOLE ROHM & HAAS CO COM 775371107 249 7200 SH SOLE ROUSE CO COM 779273101 337 11500 SH SOLE ROYAL DUTCH PETE CO NY REG GLD COM 780257804 716 14610 SH SOLE RUDDICK CORP COM 781258108 8427 527000 SH SOLE RUSS BERRIE & CO INC COM 782233100 4158 138600 SH SOLE RYLAND GROUP COM 783764103 24449 334000 SH SOLE SARA LEE CORP COM 803111103 1932 86925 SH SOLE SCHULMAN A INC COM 808194104 2867 210000 SH SOLE SEITEL INC COM 816074306 3792 278800 SH SOLE SHOPKO STORES INC COM 824911101 7980 840000 SH SOLE SIMPSON MFG CO INC COM 829073105 2865 50000 SH SOLE SOLECTRON CORP COM 834182107 395 35000 SH SOLE SPACEHAB INC COM 846243103 399 518700 SH SOLE SPARTECH CORP COM 847220209 13501 657000 SH SOLE ST PAUL COS INC COM 792860108 316 7186 SH SOLE ST. MARY LAND & EXPLORATION CO COM 792228108 7777 367000 SH SOLE STANLEY FURNITURE INC COM 854305208 5158 217000 SH SOLE STANLEY WORKS COM 854616109 5381 115550 SH SOLE STONE ENERGY CORP COM 861642106 8967 227000 SH SOLE STRIDE RITE COM 863314100 1015 155000 SH SOLE SUPERIOR FINANCIAL CORP COM 868161100 5243 335000 SH SOLE SWIFT TRANSN CO COM COM 870756103 9047 420600 SH SOLE SYLVAN INC COM 871371100 2588 230000 SH SOLE SYMMETRICOM INC COM 871543104 107 14000 SH SOLE TECHNITROL INC COM 878555101 8562 310000 SH SOLE TELEFLEX INC COM 879369106 14453 305500 SH SOLE TEXAS INSTRS INC COM 882508104 765 27310 SH SOLE THE WILLIAMS COMPANIES INC COM 969457100 2469 96749 SH SOLE THOMAS & BETTS CORP COM 884315102 1251 59165 SH SOLE TJX COS INC COM 872540109 19749 495451 SH SOLE TORCHMARK CORP COM 891027104 275 7000 SH SOLE TORO CO COM 891092108 18527 411700 SH SOLE TOTAL FINA ELF SA COM 89151e109 1151 16393 SH SOLE TRAMMELL CROW CO COM 89288r106 11232 960000 SH SOLE TRANSACTION SYSTEMS ARCHITECTS COM 893416107 5609 457500 SH SOLE TRENWICK GROUP LTD COM G9032C109 15505 1524600 SH SOLE TRIAD GUARANTY INC COM 895925105 4799 132300 SH SOLE TROPICAL SPORTSWEAR INTL CORP COM 89708p102 6553 349500 SH SOLE TYCO INTL LTD COM 902124106 8930 151609 SH SOLE UCBH HOLDINGS INC COM 90262t308 7013 246600 SH SOLE ULTRATECH STEPPER INC. COM 904034105 4708 285000 SH SOLE UNIT CORP COM 909218109 4657 361000 SH SOLE UNITED TECHNOLOGIES CP COM 913017109 420 6500 SH SOLE US ONCOLOGY INC COM 90338w103 8578 1137700 SH SOLE UST INC COM 902911106 2314 66100 SH SOLE V F CORP COM 918204108 2361 60525 SH SOLE VARCO INTERNATIONAL INC COM 922122106 2135 142500 SH SOLE VERIZON COMMUNICATIONS COM 92343v104 231 4857 SH SOLE 114 2400 SH OTHER VINTAGE PETROLEUM INC COM 927460105 2462 170390 SH SOLE VITAL SIGNS INC COM 928469105 6519 186800 SH SOLE WACHOVIA CORP COM 929903102 5247 167309 SH SOLE WAL MART STORES INC COM 931142103 230 4000 SH SOLE WELLPOINT HEALTH NETWORKS COM 94973h108 2460 21050 SH SOLE WELLS FARGO & CO COM 949746101 1499 34480 SH SOLE WEST COAST BANCORP OREGON COM 952145100 8802 632350 SH SOLE WESTPORT RESOURCES CORP COM 961418100 9017 519687 SH SOLE WILLAMETTE INDS INC COM 969133107 1355 26000 SH SOLE WILLIAMS CLAYTON ENRGY COM 969490101 2817 215000 SH SOLE WOODHEAD INDS INC COM 979438108 6384 402000 SH SOLE WSFS FINANCIAL CORP COM 929328102 4771 275000 SH SOLE SPACEHAB INC 846243ac7 1460 2950000 PRN SOLE