13F-HR 1 zweig.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2001 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: ZWEIG-DIMENNA PARTNERS, L.P. Address: 900 THIRD AVENUE NEW YORK N.Y. 10022 X 13 File Number: 28-4790 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 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: MARC BALTUCH Title: CHIEF COMPL. OFFICER Phone: 212-451-1100 Signature, Place and Date of Signing: MARC BALTUCH January 22, 2002 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934 FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 3 Form 13F Information Table Entry Total: 208 Form 13F Information Table Value Total: 3258757 List of Other Included Managers: No. 13F File Number Name 01 ZWEIG-DIMENNA ASSOCIATES LLC 02 ZWEIG-DIMENNA INTERNATIONAL 03 GOTHAM ADVISORS, INC. 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 DISCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- -------- --------- -------- -------- -------- D 3COM CORP COM COMMON STOCK 885535104 1104 173000 SH SOLE 010203 173000 0 0 D ACE LTD COM COMMON STOCK G0070K103 30113 750000 SH SOLE 010203 750000 0 0 D ACTION PERFORMANCE COS INC COMMON STOCK 004933107 6532 213400 SH SOLE 010203 213400 0 0 D ADVANCE AUTO PARTS INC COM COMMON STOCK 00751Y106 6719 135059 SH SOLE 010203 135059 0 0 D ADVANCEPCS COMMON STOCK 00790K109 67928 2314400 SH SOLE 010203 2314400 0 0 D ADVISORY BOARD CO Com COMMON STOCK 00762W107 6925 250000 SH SOLE 010203 250000 0 0 D AEROFLEX INC COM COMMON STOCK 007768104 4733 250000 SH SOLE 010203 250000 0 0 D AKAMAI TECH COM STK COMMON STOCK 00971T101 4463 751300 SH SOLE 010203 751300 0 0 D ALKERMES INC COM COMMON STOCK 01642T108 7249 275000 SH SOLE 010203 275000 0 0 D AMAZON COM INC COM COMMON STOCK 023135106 5167 477500 SH SOLE 010203 477500 0 0 D AMER INTL GROUP INC COM COMMON STOCK 026874107 60034 756100 SH SOLE 010203 756100 0 0 D AMERICAN TOWER CORP CL A COM COMMON STOCK 029912201 758 80000 SH SOLE 010203 80000 0 0 D AMERITRADE HOLDINGS CORP-CL A COMMON STOCK 03072H109 10560 1783700 SH SOLE 010203 1783700 0 0 D AMN HEALTHCARE SERVI CES INC COMMON STOCK 001744101 3151 115000 SH SOLE 010203 115000 0 0 D AMR CORP COM COMMON STOCK 001765106 16020 718400 SH SOLE 010203 718400 0 0 D ANALOG DEVICES INC COM COMMON STOCK 032654105 25671 578300 SH SOLE 010203 578300 0 0 D ANTHEM INC COMMON STOCK 03674B104 22523 455000 SH SOLE 010203 455000 0 0 D APPLE COMPUTER INC COM COMMON STOCK 037833100 12593 575000 SH SOLE 010203 575000 0 0 D ARAMARK CORPORATION Cl B COMMON STOCK 038521100 15468 575000 SH SOLE 010203 575000 0 0 D ARIBA INC COM COMMON STOCK 04033V104 1459 236800 SH SOLE 010203 236800 0 0 D ART TECHNOLOGY INC COM COMMON STOCK 04289L107 608 174600 SH SOLE 010203 174600 0 0 D ASHFORD.COM INC COM STK COMMON STOCK 044093102 97 358500 SH SOLE 010203 358500 0 0 D ASK JEEVES INC COM STK COMMON STOCK 045174109 943 277400 SH SOLE 010203 277400 0 0 D AUTOBYTEL INC COMMON STOCK 05275N106 21 11900 SH SOLE 010203 11900 0 0 D AVANEX CORP COM STK COMMON STOCK 05348W109 885 150000 SH SOLE 010203 150000 0 0 D BEA SYSTEMS INC COM COMMON STOCK 073325102 4380 284400 SH SOLE 010203 284400 0 0 D BEAZER HOMES USA INC COM COMMON STOCK 07556Q105 25083 342800 SH SOLE 010203 342800 0 0 D BERKLEY W R CORP COM COMMON STOCK 084423102 82279 1532200 SH SOLE 010203 1532200 0 0 D BJ'S WHOLESALE CLUB INC COM COMMON STOCK 05548J106 24917 565000 SH SOLE 010203 565000 0 0 D BLACK & DECKER MFG CO COM COMMON STOCK 091797100 22208 588600 SH SOLE 010203 588600 0 0 D BROCADE COMMUNICATION COMMON STOCK 111621108 70469 2127700 SH SOLE 010203 2127700 0 0 D CACHEFLOW, INC COM STK COMMON STOCK 126946102 372 138800 SH SOLE 010203 138800 0 0 D CALDERA INTL INC COMMON STOCK 12877Q107 51 58800 SH SOLE 010203 58800 0 0 D CALPINE CORP COM COMMON STOCK 131347106 16706 995000 SH SOLE 010203 995000 0 0 D CARNIVAL CORP COM STK COMMON STOCK 143658102 13703 488000 SH SOLE 010203 488000 0 0 D CENDANT CORP COM COMMON STOCK 151313103 27748 1415000 SH SOLE 010203 1415000 0 0 D CENTEX CORP COM COMMON STOCK 152312104 32673 572300 SH SOLE 010203 572300 0 0 D CEPHALON INC COM COMMON STOCK 156708109 29100 385000 SH SOLE 010203 385000 0 0 D CISCO SYS INC COM COMMON STOCK 17275R102 52338 2890000 SH SOLE 010203 2890000 0 0 D CITIGROUP INC COM STK COMMON STOCK 172967101 44714 885772 SH SOLE 010203 885772 0 0 D CMGI INC COM COMMON STOCK 125750109 603 370000 SH SOLE 010203 370000 0 0 D COMMERCE BANCORP INC N J COM COMMON STOCK 200519106 27341 695000 SH SOLE 010203 695000 0 0 D COMMUNITY HEALTH SYSTEMS COMMON STOCK 203668108 10350 405900 SH SOLE 010203 405900 0 0 D COMPUTER ASSOC INTL INC COM COMMON STOCK 204912109 16383 475000 SH SOLE 010203 475000 0 0 D CONEXANT SYSTEMS INC COM STK COMMON STOCK 207142100 14399 1002700 SH SOLE 010203 1002700 0 0 D CONTINENTAL AIRLINES INC CL B COMMON STOCK 210795308 10615 405000 SH SOLE 010203 405000 0 0 D COOPER INDS INC COM COMMON STOCK 216669101 10996 314900 SH SOLE 010203 314900 0 0 D COPPER MOUNTAIN NETWORKS INC COMMON STOCK 217510106 336 198900 SH SOLE 010203 198900 0 0 D CORNING INC COM COMMON STOCK 219350105 3232 362381 SH SOLE 010203 362381 0 0 D CROMPTON CORPORATION COM STK COMMON STOCK 227116100 135 15000 SH SOLE 010203 15000 0 0 D CSX CORP COM COMMON STOCK 126408103 19649 560600 SH SOLE 010203 560600 0 0 D CUMMINS ENGINE CO INC COMMON STOCK 231021106 964 25000 SH SOLE 010203 25000 0 0 D DARDEN RESTAURANTS INC COM COMMON STOCK 237194105 10896 307800 SH SOLE 010203 307800 0 0 D DELTA AIR LINES INC COM COMMON STOCK 247361108 15947 545000 SH SOLE 010203 545000 0 0 D DIME BANCORP INC WTS EXP 1/01/ WARRANTS 25429Q110 48 323300 SH SOLE 010203 323300 0 0 D DOW CHEMICAL CORP COM COMMON STOCK 260543103 18897 559400 SH SOLE 010203 559400 0 0 D DR HORTON INC COM COMMON STOCK 23331A109 20119 619800 SH SOLE 010203 619800 0 0 D DST SYSTEMS INC DEL COM COMMON STOCK 233326107 32014 642200 SH SOLE 010203 642200 0 0 D DU PONT E I DE NEMOURS & CO. C COMMON STOCK 263534109 13178 310000 SH SOLE 010203 310000 0 0 D E-LOAN INC COM STK COMMON STOCK 26861P107 1064 578400 SH SOLE 010203 578400 0 0 D EBAY INC COM STK COMMON STOCK 278642103 48623 726800 SH SOLE 010203 726800 0 0 D EMERSON ELEC CO COM COMMON STOCK 291011104 22383 392000 SH SOLE 010203 392000 0 0 D EMISPHERE TECHNOLOGIES INC COMMON STOCK 291345106 5808 182000 SH SOLE 010203 182000 0 0 D EMULEX CORP COM NEW COMMON STOCK 292475209 21138 535000 SH SOLE 010203 535000 0 0 D ENGAGE TECHNOLOGIES INC USD CO COMMON STOCK 292827102 43 98000 SH SOLE 010203 98000 0 0 D ENZON INC COM COMMON STOCK 293904108 62476 1110100 SH SOLE 010203 1110100 0 0 D EVEREST RE GROUP LTD COM STK COMMON STOCK G3223R108 113226 1601500 SH SOLE 010203 1601500 0 0 D EXAR CORP COM COMMON STOCK 300645108 1147 55000 SH SOLE 010203 55000 0 0 D EXPEDITORS INTL WASH INC COM COMMON STOCK 302130109 14807 260000 SH SOLE 010203 260000 0 0 D EXTREME NETWORKS INC USD COM COMMON STOCK 30226D106 3290 255000 SH SOLE 010203 255000 0 0 D FAIRCHILD SEMICON INTL CLASS A COMMON STOCK 303726103 13395 475000 SH SOLE 010203 475000 0 0 D FAIRMNT HTL&RES COMMON STOCK 305204109 11233 470000 SH SOLE 010203 470000 0 0 D FAMILY DLR STORES INC COM COMMON STOCK 307000109 6596 220000 SH SOLE 010203 220000 0 0 D FANNIE MAE COM STK COMMON STOCK 313586109 45418 571300 SH SOLE 010203 571300 0 0 D FINISAR CORP COM STK COMMON STOCK 31787A101 15102 1485000 SH SOLE 010203 1485000 0 0 D FLEXTRONICS INTL LTD USD SHS COMMON STOCK Y2573F102 49163 2049300 SH SOLE 010203 2049300 0 0 D FOUNDRY NETWORKS INC COM COMMON STOCK 35063R100 1515 185900 SH SOLE 010203 185900 0 0 D FREDDIE MAC USD0.21 COM COMMON STOCK 313400301 69808 1067400 SH SOLE 010203 1067400 0 0 D GATEWAY INC COM COMMON STOCK 367626108 442 55000 SH SOLE 010203 55000 0 0 D GEMSTAR-TV GUIDE INT COMMON STOCK 36866W106 25107 906400 SH SOLE 010203 906400 0 0 D GEORGIA PACIFIC CORP COM COMMON STOCK 373298108 17657 639500 SH SOLE 010203 639500 0 0 D GLOBAL SPORTS INC COM STK COMMON STOCK 37937A107 7217 361764 SH SOLE 010203 361764 0 0 D GLOBALSANTAFE CORP COMMON STOCK G3930E101 27361 959374 SH SOLE 010203 959374 0 0 D GLYCOGENESYS INC Com COMMON STOCK 37989P101 32 16100 SH SOLE 010203 16100 0 0 D GREENPOINT FINL CORP COM COMMON STOCK 395384100 9831 275000 SH SOLE 010203 275000 0 0 D H POWER CORP COM STK COMMON STOCK 40427A108 2013 645200 SH SOLE 010203 645200 0 0 D HANDSPRING INC COM STK COMMON STOCK 410293104 1076 159700 SH SOLE 010203 159700 0 0 D HARRAHS ENTMT INC COM COMMON STOCK 413619107 10692 288900 SH SOLE 010203 288900 0 0 D HEALTHEXTRAS INC COM STK COMMON STOCK 422211102 857 150000 SH SOLE 010203 150000 0 0 D HOME DEPOT INC COM COMMON STOCK 437076102 42226 827800 SH SOLE 010203 827800 0 0 D HONEYWELL INTERNATIONAL INC COMMON STOCK 438516106 22490 665000 SH SOLE 010203 665000 0 0 D HUNT J B TRANS SVCS INC COM COMMON STOCK 445658107 7308 315000 SH SOLE 010203 315000 0 0 D HUTCHINSON TECHNOLOGY INC COMMON STOCK 448407106 11030 475000 SH SOLE 010203 475000 0 0 D I 2 TECHNOLOGIES INC COM COMMON STOCK 465754109 906 114700 SH SOLE 010203 114700 0 0 D ICOS CORP COM COMMON STOCK 449295104 25096 436900 SH SOLE 010203 436900 0 0 D IMPATH INC COM COMMON STOCK 45255G101 16024 360000 SH SOLE 010203 360000 0 0 D INDEPENDENCE COMMUNITY BANK COMMON STOCK 453414104 3089 135733 SH SOLE 010203 135733 0 0 D INGERSOLL RAND CO SEE CUSIP G4 COMMON STOCK 456866102 18731 448000 SH SOLE 010203 448000 0 0 D INKTOMI CORP COM COMMON STOCK 457277101 8220 1225000 SH SOLE 010203 1225000 0 0 D INTEGRATED DEVICE TECHNOLOGY I COMMON STOCK 458118106 5552 208800 SH SOLE 010203 208800 0 0 D INTEL CORP COM COMMON STOCK 458140100 19185 610000 SH SOLE 010203 610000 0 0 D INTL PAPER CO COM COMMON STOCK 460146103 37324 925000 SH SOLE 010203 925000 0 0 D INVESTMENT TECHNOLOGY GROUP COMMON STOCK 46145F105 7814 200000 SH SOLE 010203 200000 0 0 D ISOLYSER INC COM COMMON STOCK 464888106 1006 394700 SH SOLE 010203 394700 0 0 D J.D. EDWARDS & CO COM STK COMMON STOCK 281667105 34298 2085000 SH SOLE 010203 2085000 0 0 D JB OXFORD HLDGS INC, COM COMMON STOCK 466107109 77 75900 SH SOLE 010203 75900 0 0 D JDS UNIPHASE CORP COM STK COMMON STOCK 46612J101 1829 210700 SH SOLE 010203 210700 0 0 D KB HOME COMMON STOCK 48666K109 24862 620000 SH SOLE 010203 620000 0 0 D KNIGHT TRADING GROUP INC COM S COMMON STOCK 499063105 8693 788800 SH SOLE 010203 788800 0 0 D KOHL'S CORP COM COMMON STOCK 500255104 16870 239500 SH SOLE 010203 239500 0 0 D LASER VISION CTRS INC COMMON STOCK 51807H100 476 229900 SH SOLE 010203 229900 0 0 D LAWSON SOFTWARE INC Com COMMON STOCK 520780107 10868 690000 SH SOLE 010203 690000 0 0 D LENNAR CORP COM COMMON STOCK 526057104 27273 582500 SH SOLE 010203 582500 0 0 D LEXMARK INTL GROUP INC COM COMMON STOCK 529771107 16638 282000 SH SOLE 010203 282000 0 0 D LIBERTY MEDIA CORP NEW COMMON STOCK 530718105 62131 4437948 SH SOLE 010203 4437948 0 0 D LOWE'S COS INC COM COMMON STOCK 548661107 32023 690000 SH SOLE 010203 690000 0 0 D M D C CORP COLO COM COMMON STOCK 552676108 25763 681750 SH SOLE 010203 681750 0 0 D MAGNA ENTERTAINMENT CL-A COM S COMMON STOCK 559211107 15575 2225000 SH SOLE 010203 2225000 0 0 D MASCO CORP COM COMMON STOCK 574599106 7321 298800 SH SOLE 010203 298800 0 0 D MATTEL INC COM COMMON STOCK 577081102 6880 400000 SH SOLE 010203 400000 0 0 D MAXTOR CORP COM COMMON STOCK 577729205 2219 350000 SH SOLE 010203 350000 0 0 D MERCURY INTERACTIVE CORP COMMON STOCK 589405109 17530 515900 SH SOLE 010203 515900 0 0 D MICRON TECHNOLOGY INC COM COMMON STOCK 595112103 3100 100000 SH SOLE 010203 100000 0 0 D MICROSOFT CORP COM COMMON STOCK 594918104 29813 450000 SH SOLE 010203 450000 0 0 D MICROSTRATEGY INC COM STK COMMON STOCK 594972101 3531 917100 SH SOLE 010203 917100 0 0 D MIPS TECHNOLOGIES INC COMMON STOCK 604567107 2614 302600 SH SOLE 010203 302600 0 0 D NAVISTAR INTL CORP NEW COMMON STOCK 63934E108 18407 466000 SH SOLE 010203 466000 0 0 D NETEGRITY INC COM COMMON STOCK 64110P107 3098 160000 SH SOLE 010203 160000 0 0 D NETIQ CORP COM STK COMMON STOCK 64115P102 23801 675000 SH SOLE 010203 675000 0 0 D NETSCREEN TECHNOLOGI ES INC COMMON STOCK 64117V107 7082 320000 SH SOLE 010203 320000 0 0 D NEWPORT CORP COM COMMON STOCK 651824104 5707 296000 SH SOLE 010203 296000 0 0 D NOKIA CORP ADS SHRS EACH ADRS STOCKS 654902204 9751 397500 SH SOLE 010203 397500 0 0 D NORFOLK SOUTHERN CORP COM COMMON STOCK 655844108 28072 1531500 SH SOLE 010203 1531500 0 0 D NORTEL NETWORKS CORP COM STK ( COMMON STOCK 656568102 3490 467893 SH SOLE 010203 467893 0 0 D OPTICAL CABLE CORP COM COMMON STOCK 683827109 308 189000 SH SOLE 010203 189000 0 0 D PACIFICARE HEALTH SYSTEMS INC COMMON STOCK 695112102 5122 320100 SH SOLE 010203 320100 0 0 D PALM INC COM STK COMMON STOCK 696642107 2104 542200 SH SOLE 010203 542200 0 0 D PARKER HANNIFIN CORP COM COMMON STOCK 701094104 20375 443800 SH SOLE 010203 443800 0 0 D PAYCHEX INC COM COMMON STOCK 704326107 3485 100000 SH SOLE 010203 100000 0 0 D PC MALL INC COMMON STOCK 69323K100 1415 348500 SH SOLE 010203 348500 0 0 D PFIZER INC COM COMMON STOCK 717081103 5579 140000 SH SOLE 010203 140000 0 0 D PHARMACIA CORPORATION COMMON STOCK 71713U102 11729 275000 SH SOLE 010203 275000 0 0 D PHELPS DODGE CORP COM COMMON STOCK 717265102 16812 518900 SH SOLE 010203 518900 0 0 D PHILIP MORRIS CO INC COMMON STOCK 718154107 87789 1914700 SH SOLE 010203 1914700 0 0 D PMC SIERRA INC COM COMMON STOCK 69344F106 5795 272600 SH SOLE 010203 272600 0 0 D POLYCOM INC COM COMMON STOCK 73172K104 2766 81200 SH SOLE 010203 81200 0 0 D PRIMEDIA INC COM STK COMMON STOCK 74157K101 2394 550342 SH SOLE 010203 550342 0 0 D PROTEIN DESIGN LABS INC COMMON STOCK 74369L103 9512 290000 SH SOLE 010203 290000 0 0 D PULTE HOMES INC COM COMMON STOCK 745867101 25565 572300 SH SOLE 010203 572300 0 0 D QUEST SOFTWARE INC COM COMMON STOCK 74834T103 442 20000 SH SOLE 010203 20000 0 0 D QUIGLEY CORP COM NEW COMMON STOCK 74838L304 46 20200 SH SOLE 010203 20200 0 0 D QWEST COMMUN INTL COM COMMON STOCK 749121109 4710 333300 SH SOLE 010203 333300 0 0 D RATIONAL SOFTWARE CORP COM NEW COMMON STOCK 75409P202 10335 530000 SH SOLE 010203 530000 0 0 D READ-RITE CORP USD C OM COMMON STOCK 755246105 2314 350000 SH SOLE 010203 350000 0 0 D REALNETWORKS INC COM COMMON STOCK 75605L104 2259 380300 SH SOLE 010203 380300 0 0 D REDBACK NETWORKS INC COMMON STOCK 757209101 1869 473200 SH SOLE 010203 473200 0 0 D RENAISSANCE RE HLDGS LTD COM COMMON STOCK G7496G103 33199 348000 SH SOLE 010203 348000 0 0 D ROBERT HALF INTL INC COM COMMON STOCK 770323103 11214 420000 SH SOLE 010203 420000 0 0 D ROHM & HAAS CO COMMON STOCK 775371107 4156 120000 SH SOLE 010203 120000 0 0 D RSA SECURITY INC COM STK COMMON STOCK 749719100 3143 180000 SH SOLE 010203 180000 0 0 D RYAN AIR HLDG PLC ADS ADRS STOCKS 783513104 68292 2130800 SH SOLE 010203 2130800 0 0 D RYDER SYSTEM INC COMMON STOCK 783549108 4795 216500 SH SOLE 010203 216500 0 0 D SABRE HOLDINGS CORP. COM COMMON STOCK 785905100 17999 425000 SH SOLE 010203 425000 0 0 D SANMINA-SCI CORP COM COMMON STOCK 800907107 59300 2979904 SH SOLE 010203 2979904 0 0 D SCIENT INC COMMON STOCK 808649107 77 184264 SH SOLE 010203 184264 0 0 D SEACHANGE INTL INC COM COMMON STOCK 811699107 3719 109000 SH SOLE 010203 109000 0 0 D SIEBEL SYS INC COM COMMON STOCK 826170102 6279 224400 SH SOLE 010203 224400 0 0 D SILICON STORAGE TECHNOLOGY INC COMMON STOCK 827057100 6391 663000 SH SOLE 010203 663000 0 0 D SMURFIT-STONE CONTAINER CORP COMMON STOCK 832727101 2625 164400 SH SOLE 010203 164400 0 0 D SONIC AUTOMOTIVE INC CL A COM COMMON STOCK 83545G102 3727 159000 SH SOLE 010203 159000 0 0 D SOUTHWEST AIRLS CO COM COMMON STOCK 844741108 36032 1949800 SH SOLE 010203 1949800 0 0 D STILWELL FIN INC COM STK COMMON STOCK 860831106 8983 330000 SH SOLE 010203 330000 0 0 D STRATOS LIGHTWV COM COMMON STOCK 863100103 2378 386692 SH SOLE 010203 386692 0 0 D SUNRISE TECH INC COM COMMON STOCK 86769L103 54 224900 SH SOLE 010203 224900 0 0 D SYCAMORE NETWORK INC COM STK COMMON STOCK 871206108 2677 499500 SH SOLE 010203 499500 0 0 D TAKE-TWO INTERACTIVE SOFTWRE C COMMON STOCK 874054109 663 41000 SH SOLE 010203 41000 0 0 D TALK AMERICA HOLDING INC COMMON STOCK 87426R103 41 99100 SH SOLE 010203 99100 0 0 D TENET HEALTHCARE CORP COM COMMON STOCK 88033G100 84897 1445800 SH SOLE 010203 1445800 0 0 D TEXAS INSTRUMENTS IN C USD1 CO COMMON STOCK 882508104 14644 523000 SH SOLE 010203 523000 0 0 D TEXTRON INC COM COMMON STOCK 883203101 11331 273300 SH SOLE 010203 273300 0 0 D TLC LASER EYE CENTERS INC. COMMON STOCK 87255E108 571 250300 SH SOLE 010203 250300 0 0 D TOLL BROS INC COM COMMON STOCK 889478103 24035 547500 SH SOLE 010203 547500 0 0 D TRACK DATA CORP COMMON STOCK 891918104 31 21100 SH SOLE 010203 21100 0 0 D TRANSKARYOTIC THERAPIES INC COMMON STOCK 893735100 34240 800000 SH SOLE 010203 800000 0 0 D TRANSMETA COM STK COMMON STOCK 89376R109 1550 676800 SH SOLE 010203 676800 0 0 D TRANSOCEAN SEDCO FOREX INC COMMON STOCK G90078109 4312 127500 SH SOLE 010203 127500 0 0 D TRAVELOCITY.COM COMM STOCK COMMON STOCK 893953109 574 20000 SH SOLE 010203 20000 0 0 D TRICON GLOBAL RESTAURANTS INC COMMON STOCK 895953107 13028 264800 SH SOLE 010203 264800 0 0 D TYCO INTERNATIONAL LTD COM COMMON STOCK 902124106 85758 1456000 SH SOLE 010203 1456000 0 0 D UNILAB CORP NEW COMMON STOCK 904763208 12299 490000 SH SOLE 010203 490000 0 0 D UNITEDHEALTH GROUP INC COM STK COMMON STOCK 91324P102 48124 680000 SH SOLE 010203 680000 0 0 D USA NETWORKS INC COM STK (NEW) COMMON STOCK 902984103 6828 250000 SH SOLE 010203 250000 0 0 D USINTERNETWORKING INC COMMON STOCK 917311805 44 219500 SH SOLE 010203 219500 0 0 D VALUECLICK INC COM STK COMMON STOCK 92046N102 103 36028 SH SOLE 010203 36028 0 0 D VERISIGN INC COM COMMON STOCK 92343E102 19138 503100 SH SOLE 010203 503100 0 0 D VERITAS SOFTWARE CORP COM COMMON STOCK 923436109 31605 705000 SH SOLE 010203 705000 0 0 D VIACOM INC CL B COM COMMON STOCK 925524308 23655 535779 SH SOLE 010203 535779 0 0 D VIGNETTE CORPORATION COMMON STOCK 926734104 2776 517000 SH SOLE 010203 517000 0 0 D VIMPEL COMMUNICATION S SPON AD ADRS STOCKS 68370R109 11082 425400 SH SOLE 010203 425400 0 0 D WAL MART STORES INC COMMON STOCK 931142103 26761 465000 SH SOLE 010203 465000 0 0 D WEBMETHODS INC COM STK COMMON STOCK 94768C108 503 30000 SH SOLE 010203 30000 0 0 D WEIGHT WATCHERS INTL INC NEW COMMON STOCK 948626106 16910 500000 SH SOLE 010203 500000 0 0 D WESTERN DIGITAL CORP COM COMMON STOCK 958102105 2978 475000 SH SOLE 010203 475000 0 0 D WILL COMMS GRP COM STK COMMON STOCK 969455104 389 165565 SH SOLE 010203 165565 0 0 D WILLIS GROUP HDLS LTD SHARES COMMON STOCK G96655108 10598 450000 SH SOLE 010203 450000 0 0 D XEROX CORP COM COMMON STOCK 984121103 417 40000 SH SOLE 010203 40000 0 0 D YAHOO INC COM COMMON STOCK 984332106 2203 124200 SH SOLE 010203 124200 0 0 D ZOLTEK COS INC COM COMMON STOCK 98975W104 24 10000 SH SOLE 010203 10000 0 0 S REPORT SUMMARY 208 DATA RECORDS 3258757 3 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED