-----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, V8WH6YvB2/jwtrGukhT9f4yDGEnplEfVRTsgBpToJRt3+Gr8TMzxvTLnqg+B9/iO nQUNPU4wRoTn95Mp32vSGw== 0000828405-03-000005.txt : 20030502 0000828405-03-000005.hdr.sgml : 20030502 20030502105826 ACCESSION NUMBER: 0000828405-03-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20030331 FILED AS OF DATE: 20030502 EFFECTIVENESS DATE: 20030502 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WALL STREET ASSOCIATES CENTRAL INDEX KEY: 0000828405 IRS NUMBER: 330238287 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-02192 FILM NUMBER: 03678408 BUSINESS ADDRESS: STREET 1: 1200 PROSPECT ST STE 100 STREET 2: P O BOX 8589 CITY: LAJOLLA STATE: CA ZIP: 92038-8589 BUSINESS PHONE: 8585516321 MAIL ADDRESS: STREET 1: 1200 PROSPECT STREET STREET 2: SUITE 100 CITY: LA JOLLA STATE: CA ZIP: 92038 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 - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- 4 Kids Entertainment (KDE) COM 350865101 177 15000 SH SOLE 12000 3000 AAIPharma Inc. (AAII) COM 00252W104 4591 532550 SH SOLE 98850 433700 ASM International N.V. (ASMI) COM N07045102 3567 357400 SH SOLE 236100 123100 Abercrombie and Fitch (ANF) COM 002896207 19504 649500 SH SOLE 392900 256600 Actel Corp(ACTL) COM 004934105 2554 149700 SH SOLE 42900 106800 Adobe Systems (ADBE) COM 00724F101 3462 112300 SH SOLE 64000 48300 Advanced Fibre Communications COM 00754A105 3670 242424 SH SOLE 179324 63900 Advanced PCS (ADVP) COM 00790K109 6464 228100 SH SOLE 136700 91400 Affymetrix (AFFX) COM 00826T108 6305 242500 SH SOLE 163800 79600 Agilent Technologies (A) COM 00846U101 5411 411500 SH SOLE 245700 165800 Alliant Techsystems (ATK) COM 018804104 10707 198250 SH SOLE 116850 81400 Altiris, Inc (ATRS) COM 02148m100 864 69200 SH SOLE 69200 American Eagle Outfitters (AEO COM 02553E106 7175 494150 SH SOLE 351400 144550 American Healthways (AMHC) COM 02649v104 4360 229500 SH SOLE 42800 186700 Arch Capital Group LTD (ACGL) COM G0450A105 4257 125400 SH SOLE 79700 46300 Artisan Components (ARTI) COM 042923102 8965 554700 SH SOLE 196300 359000 Ascential Software (ASCL) COM 04362P108 56 20000 SH SOLE 20000 Ashworth (ASHW) COM 04516H101 3534 556500 SH SOLE 103900 452600 Asyst Tech (ASYT) COM 04648X107 7317 1349920 SH SOLE 626220 727000 Atlantic Coast Airlines (ACAI) COM 048396105 2136 344000 SH SOLE 219200 126400 Atmel (ATML) COM 049513104 2348 1467700 SH SOLE 874000 593700 Autodesk (ADSK) COM 052769106 3025 198200 SH SOLE 114600 83600 BEA Sys Inc (BEAS) COM 073325102 6834 674000 SH SOLE 389200 284800 BJ Services (BJS) COM 055482103 19093 555200 SH SOLE 321700 233500 Bebe Stores (BEBE) COM 075571109 3592 304400 SH SOLE 197500 108300 Bed Bath & Beyond (BBBY) COM 075896100 17238 499068 SH SOLE 308468 190600 Bentley Pharmaceuticals (BNT) COM 082657107 7274 907000 SH SOLE 363900 545100 Best Buy Co (BBY) COM 086516101 7641 283300 SH SOLE 167900 115400 BioMarin Pharmaceutical (BMRN) COM 09061G101 5867 516900 SH SOLE 94900 422000 Blue Rhino (RINO) COM 095811105 3304 323600 SH SOLE 66400 257200 Borland (BORL) COM 099849101 2701 293600 SH SOLE 183000 112000 Boston Beer Company (SAM) COM 100557107 2817 224300 SH SOLE 57700 166600 Boston Scientific Corp (BSX) COM 101137107 408 10000 SH SOLE 7900 2100 Boyd Gaming (BYD) COM 103304101 1687 132300 SH SOLE 132300 Brinker Intl (EAT) COM 109641100 274 9000 SH SOLE 9000 Broadcom Corp (BRCM) COM 111320107 4855 393100 SH SOLE 218900 174200 Buca Inc (BUCA) COM 117769109 1897 344900 SH SOLE 61500 283400 Cabot Microelectronics Corp. ( COM 12709P103 3280 78200 SH SOLE 48600 30000 Calpine Corp (CPN) COM 131347106 1676 507900 SH SOLE 275500 232400 Captiva Software (CPTV) COM 14073T109 118 40000 SH SOLE 40000 Caremark Rx Inc (CMX) COM 141705103 10300 567500 SH SOLE 334400 233100 Celadon Group (CLDN) COM 150838100 742 93500 SH SOLE 93500 Celgene Corp. (CELG) COM 151020104 17409 667505 SH SOLE 394200 273305 Cell Therapuetics (CTIC) COM 150934107 7789 939600 SH SOLE 438100 504100 Centillium Communications (CTL COM 152319109 243 60000 SH SOLE 50000 10000 Cephalon (CEPH) COM 156708109 20942 524348 SH SOLE 325321 200027 Charles River Laboratories (CR COM 159864107 1460 57200 SH SOLE 21300 35900 Charlotte Russe (CHIC) COM 161048103 3136 388100 SH SOLE 74000 314100 Chattem, Inc. (CHTT) COM 162456107 1508 98000 SH SOLE 28200 69800 Chelsea Property Group (CPG) COM 163421100 3118 83700 SH SOLE 44400 39700 Chicago Pizza & Brewery Inc (C COM 167889104 1150 163800 SH SOLE 163800 Children's Place (PLCE) COM 168905107 2689 292000 SH SOLE 54100 237900 ChipPac Inc (CHPC) COM 169657103 3806 1057200 SH SOLE 212400 844800 Cima Labs (CIMA) COM 171796105 2619 120700 SH SOLE 25700 95000 Coach Inc (COH) COM 189754104 977 25500 SH SOLE 25500 Coinstar (CSTR) COM 19259P300 5650 336514 SH SOLE 95500 241014 Computer Science Corp (CSC) COM 205363104 9107 279800 SH SOLE 166100 113700 Conceptus (CPTS) COM 206016107 2489 276590 SH SOLE 123190 153400 Concord EFS (CE) COM 206197105 5525 587800 SH SOLE 344000 243800 Concur Technologies (CNQR) COM 206708109 76 15000 SH SOLE 15000 Connectics Corp (CNCT) COM 208192104 10432 622800 SH SOLE 176800 446000 Constellation Brands (STZ) COM 21036P108 7044 310300 SH SOLE 177100 133200 Cooper Cameron Corp (CAM) COM 216640102 1946 39300 SH SOLE 32000 7300 Covenant Transport Inc (CVTI) COM 22284P105 2085 122700 SH SOLE 122700 Cray Inc (CRAY) COM 225223106 5661 856500 SH SOLE 301400 556500 Credence Systems (CMOS) COM 225302108 1661 244200 SH SOLE 179300 66200 Cree Research (CREE) COM 225447101 3835 207100 SH SOLE 131300 76800 Cubic Corp (CUB) COM 229669106 1870 114600 SH SOLE 36700 77900 Cubist Pharma (CBST) COM 229678107 5901 736740 SH SOLE 304440 434000 Cymer Inc (CYMI) COM 232572107 3572 150900 SH SOLE 107900 43600 Cypress Semi (CY) COM 232806109 5358 776500 SH SOLE 432400 344100 DRS Technologies (DRS) COM 23330X100 4377 175000 SH SOLE 114700 61100 Diamonds Series Index Large Ca COM 252787106 998 12500 SH SOLE 10000 2500 Digimarc Corp. (DMRC) COM 253807101 3203 274000 SH SOLE 169100 106300 Digital Generation Systems (DG COM 253921100 89 35000 SH SOLE 27900 7100 Digital Insight (DGIN) COM 25385P106 11678 837100 SH SOLE 401700 437500 Dollar Tree (DLTR) COM 256747106 8260 415100 SH SOLE 237200 177900 Dynamex (DDN) COM 26784F103 99 20000 SH SOLE 20000 Dynamics Research Corp (DRCO) COM 268057106 499 38200 SH SOLE 38200 ECC International Corp (ECC) COM 268255106 82 20000 SH SOLE 20000 EDO Corp (EDO) COM 281347104 4111 227100 SH SOLE 46200 180900 EMS Technologies (ELMG) COM 26873N108 976 69900 SH SOLE 69900 Echostar Comm (DISH) COM 278762109 289 10000 SH SOLE 7900 2100 Emulex (ELX) COM 292475209 10102 527500 SH SOLE 322700 205700 Ensco Intl (ESV) COM 26874Q100 4207 164922 SH SOLE 51405 114517 Euro Net Worldwide (EEFT) COM 298736109 773 96500 SH SOLE 96500 Evergreen Resources (EVG) COM 299900308 3904 86162 SH SOLE 23400 62762 Evolving Systems Inc (EVOL) COM 30049R100 41 14000 SH SOLE 11200 2800 Exar Corp (EXAR) COM 300645108 1673 131600 SH SOLE 34800 96800 FEI Company (FEIC) COM 30241L109 3768 236100 SH SOLE 154000 83000 Fairchild Semi Class A (FCS) COM 303726103 3497 334300 SH SOLE 196900 137400 Finish Line (FINL) COM 317923100 2197 146500 SH SOLE 40000 106500 First Horizon Pharmaceuticals COM 32051K106 2289 904920 SH SOLE 472670 434650 Foot Locker , Inc (FL) COM 344849104 12189 1139200 SH SOLE 687000 452200 GTSI CORP (GTSI) COM 36238K103 493 74100 SH SOLE 74100 Genesis Microchip (GNSS) COM 37184C103 1994 159800 SH SOLE 48800 111000 Genta (GNTA) COM 37245M207 4904 687100 SH SOLE 134400 555500 Gentex Corporation (GNTX) COM 371901109 7755 304700 SH SOLE 153700 151000 Genzyme (GENZ) COM 372917104 9637 264400 SH SOLE 142500 121900 Gilead Science (GILD) COM 375558103 23176 551943 SH SOLE 351343 200600 Glamis Gold Ltd (GLG) COM 376775102 103 10000 SH SOLE 8000 2000 Global Industries(GLBL) COM 379336100 3924 842100 SH SOLE 495630 346470 Goody's Family Clothing Inc. ( COM 382588101 1582 392600 SH SOLE 73700 318900 Grant Prideco Inc (GRP) COM 38821G101 10453 866790 SH SOLE 493290 373500 Group One Software (GSOF) COM 39943y103 2117 117600 SH SOLE 21900 95700 Harris Corp (HRS) COM 413875105 7809 281200 SH SOLE 170300 110900 HealthExtras (HLEX) COM 422211102 38 10000 SH SOLE 10000 Herley Industries (HRLY) COM 427398102 3811 221700 SH SOLE 48100 173600 Hologic Inc (HOLX) COM 436440101 1074 124700 SH SOLE 124700 Horizon Offshore (HOFF) COM 44043J105 5216 1534000 SH SOLE 628700 908900 Hot Topic (HOTT) COM 441339108 13762 590400 SH SOLE 385750 206950 Hunt (JB) Transport Srvcs (JBH COM 445658107 9707 360600 SH SOLE 237800 124400 Hydrill Co (HYDL) COM 448774109 6757 270400 SH SOLE 51000 219400 IDEC Pharmaceuticals (IDPH) COM 449370105 10160 296900 SH SOLE 179300 117600 ILEX Oncology (ILXO) COM 451923106 3906 421800 SH SOLE 195900 226500 IPC Holdings (IPCR) COM g4933p101 3849 127900 SH SOLE 74200 54400 IShares MSCI Japan Index Fund COM 464286848 517 80000 SH SOLE 64200 15800 Image Entertainment (DISK) COM 452439201 24 10000 SH SOLE 10000 Insight Enterprises (NSIT) COM 45765U103 960 136200 SH SOLE 50100 86100 Integral Systems Inc (ISYS) COM 45810H107 390 18400 SH SOLE 18400 Integrated Circuit (ICST) COM 45811K208 2261 104200 SH SOLE 68500 36200 Integrated Device Tech (IDTI) COM 458118106 3164 398500 SH SOLE 207300 191200 Integrated Silicon Solution (I COM 45812P107 1077 458400 SH SOLE 89200 369200 Intercept Group Inc.(ICPT) COM 45845L107 3547 862900 SH SOLE 279200 584900 Intersil Corp (ISIL) COM 46069S109 9455 607620 SH SOLE 355716 251904 J.D. Edwards (JDEC) COM 281667105 1735 157300 SH SOLE 98900 59200 Jacada Corp (JCDA) COM M6184R101 800 503000 SH SOLE 503000 Jones Apparel (JNY) COM 480074103 10771 392660 SH SOLE 244160 148500 KLA-Tencor (KLAC) COM 482480100 6811 189500 SH SOLE 112800 76700 KV Pharmaceuticals (KV'A) COM 482740206 4842 267500 SH SOLE 163700 105000 Key Energy Services (KEG) COM 492914106 4633 459600 SH SOLE 456700 2900 Kinross Gold Corp (KGC) COM 496902107 255 41462 SH SOLE 32886 8576 L3 Communications (LLL) COM 502424104 5363 133500 SH SOLE 72300 61200 LSI Logic (LSI) COM 502161102 2830 626200 SH SOLE 361800 264400 LTX Corp. (LTXX) COM 502392103 1949 389900 SH SOLE 275800 115600 Labor Ready (LRW) COM 505401208 7317 1283600 SH SOLE 506500 779800 Lam Research (LRCX) COM 512807108 7018 616200 SH SOLE 374800 241400 Landacorp (LCOR) COM 514756105 27 20000 SH SOLE 20000 Leapfrog Ent. (LF) COM 52186N106 1385 58100 SH SOLE 14900 43200 Linens N Things (LIN) COM 535679104 4129 203200 SH SOLE 132100 71900 MGI Pharm (MOGN) COM 552880106 8169 648300 SH SOLE 412600 238900 MTR Gaming Group Inc (MNTG) COM 553769100 5730 864300 SH SOLE 437100 429900 Manhattan Associates (MANH) COM 562750109 5161 294400 SH SOLE 161500 133800 Marvel Ent. (MVL) COM 57383M108 6679 483300 SH SOLE 90100 393200 Marvell Technology Group (MRVL COM G5876H105 13326 628900 SH SOLE 377500 252400 Maverick Tube (MVK) COM 577914104 12793 687800 SH SOLE 473300 217000 Maxim Integrated Products (MXI COM 57772K101 3616 100100 SH SOLE 57500 42600 Medicis Pharmaeutical (MRX) COM 584690309 9025 162349 SH SOLE 102649 60400 Medimmune (MEDI) COM 584699102 17972 547420 SH SOLE 317020 230400 Medsource Technologies (MEDT) COM 58505Y103 1070 591400 SH SOLE 253600 337800 Mercury Interactive Corp. (MER COM 589405109 5571 187700 SH SOLE 109300 78400 Micrel (MCRL) COM 594793101 7474 811400 SH SOLE 477900 334800 Microchip Tech. Inc. (MCHP) COM 595017104 16211 814612 SH SOLE 488112 326500 Monarch Casino & Resort (MCRI) COM 609027107 2159 237000 SH SOLE 40700 196300 Multimedia Games (MGAM) COM 625453105 2135 111000 SH SOLE 33400 77600 Mykrolis Corp (MYK) COM 62852P103 2415 289200 SH SOLE 54000 235200 Mylan Labs (MYL) COM 628530107 5644 196300 SH SOLE 112950 83350 NDC Health (NDC) COM 639480102 3797 226400 SH SOLE 141400 86300 NS Group (NSS) COM 628916108 9659 1279300 SH SOLE 521400 762000 NTN Communications (NTN) COM 629410309 104 60000 SH SOLE 60000 Nabors Industries (NBR) COM G6359F103 14585 365810 SH SOLE 232010 133800 Nanometrics Inc (NANO) COM 630077105 888 227700 SH SOLE 44100 183600 Nasdaq 100 Trust Series I (QQQ COM 631100104 757 30000 SH SOLE 24000 6000 Nassda Corp (NSDA) COM 63172M101 887 134400 SH SOLE 25000 109400 Nat'l Semiconductor (NSM) COM 637640103 4534 266100 SH SOLE 152700 113400 Natco Group (NTG) COM 63227W203 2182 386200 SH SOLE 76900 309300 National Oil Well (NOI) COM 637071101 16909 755220 SH SOLE 460740 295880 Net Flix.com (NFLX) COM 64110L106 812 39900 SH SOLE 8400 31500 Netscreen Technologies (NSCN) COM 64117V107 6195 369200 SH SOLE 181300 189000 Network Appliance (NTAP) COM 64120L104 10091 901800 SH SOLE 557200 344600 Neurocrine Biosciences (NBIX) COM 64125C109 6920 166100 SH SOLE 108600 58100 Novellus Sys (NVLS) COM 670008101 6158 225800 SH SOLE 137700 88100 Noven Pharmaceuticals Inc. (NO COM 670009109 5880 416400 SH SOLE 228300 190000 Nu Skin Ent (NUS) COM 67018T105 1344 133500 SH SOLE 77900 56300 O'Charley's (CHUX) COM 670823103 4771 248900 SH SOLE 156500 93600 O2Micro International Ltd (OII COM G6797E106 6582 611700 SH SOLE 245700 367600 OM Group (OMG) COM 670872100 656 75000 SH SOLE 59200 15800 Omnicare Inc (OCR) COM 681904108 9866 362600 SH SOLE 208400 154200 OraSure Technologies (OSUR) COM 68554V108 766 131100 SH SOLE 131100 Orbital Sciences Corp (ORB) COM 685564106 78 15000 SH SOLE 15000 Outback Steakhouse (OSI) COM 689899102 8077 228300 SH SOLE 125700 102600 PDF Solutions Inc (PDFS) COM 693282105 787 124000 SH SOLE 124000 Pacific Sunwear CA (PSUN) COM 694873100 12939 635829 SH SOLE 417179 221250 Partnerre Re LTD (PRE) COM G6852T105 8568 170500 SH SOLE 108000 62500 Patterson Energy (PTEN) COM 703481101 28075 868911 SH SOLE 551569 318942 Paychex (PAYX) COM 704326107 3887 141500 SH SOLE 79700 61800 Penwest Pharmaceuticals (PPCO) COM 709754105 7270 454400 SH SOLE 87200 367200 Perkin Elmer Inc (PKI) COM 714046109 4430 498300 SH SOLE 284400 216900 Petroquest Energy Inc (PQUE) COM 716748108 699 462800 SH SOLE 462800 Photronics Inc (PLAB) COM 719405102 5468 459879 SH SOLE 235500 225479 Polo Ralph Lauren (RL) COM 731572103 14038 613000 SH SOLE 335100 277900 Poly Medica (PLMD) COM 731738100 9671 317600 SH SOLE 142400 176100 Poore Brothers (SNAK) COM 732813100 31 15000 SH SOLE 12000 3000 Possis Medical (POSS) COM 737407106 325 20100 SH SOLE 3800 16300 Power One (PWER) COM 739308104 6002 1364100 SH SOLE 679900 688700 Pozen Inc (POZN) COM 73941U102 3396 893600 SH SOLE 156200 737400 PracticeWorks Inc (PRWK) COM 739419109 1885 183500 SH SOLE 36500 147000 Precision Drilling (PDS) COM 74022D100 20057 601050 SH SOLE 397550 203500 Primedia (PRM) COM 74157k101 147 60000 SH SOLE 47400 12600 QLogic (QLGC) COM 747277101 9243 248880 SH SOLE 149880 99000 RF Micro Devices Inc (RFMD) COM 749941100 5747 956800 SH SOLE 597900 360500 Raindance Communications (RNDC COM 75086X106 1210 720300 SH SOLE 136700 583600 Ramsay Youth Services Inc (RYO COM 75158K206 69 20000 SH SOLE 15200 4800 Rare Hospitality (RARE) COM 753820109 5638 202500 SH SOLE 129000 74400 Real Networks (RNWK) COM 75605L104 186 45000 SH SOLE 40000 5000 Red Robin Gourmet Burgers (RRG COM 75689M101 4982 374900 SH SOLE 71600 303300 Reebok Int'l (RBK) COM 758110100 11294 343800 SH SOLE 197300 146500 Regal Entertainment Group (RGC COM 758766109 1694 94400 SH SOLE 52700 42700 Rex Stores Corp (RSC) COM 761624105 1093 107700 SH SOLE 107700 Rita Medical Systems Inc (RITA COM 76774E103 1286 302600 SH SOLE 26800 275800 Rudolph Technologies (RTEC) COM 781270103 3173 219600 SH SOLE 52200 167400 SRA International (SRX) COM 78464R105 1929 81400 SH SOLE 57500 24400 Scientific Atlanta (SFA) COM 808655104 5326 387600 SH SOLE 228300 159300 Scientific Games Corp (SGMS) COM 80874P109 4517 836400 SH SOLE 215200 624200 Sealed Air Corp (SEE) COM 81211K100 502 12500 SH SOLE 9800 2700 Shuffle Master (SHFL) COM 825549108 3098 153750 SH SOLE 93950 60600 Signal Technology Corp (STCO) COM 826675100 5538 503900 SH SOLE 321200 185100 Sirenza Microdevices (SMDI) COM 82966t106 442 287300 SH SOLE 287300 Skywest Inc (SKYW) COM 830879102 4368 422800 SH SOLE 258300 164500 Skyworks Solutions (SWKS) COM 83088m102 3435 551400 SH SOLE 357000 196600 Stage Stores (STGS) COM 85254C305 5827 275100 SH SOLE 194600 81500 Stake Technology (STKL) COM 852559103 79 20000 SH SOLE 20000 Stancorp Financial Group (SFG) COM 852891100 8434 163600 SH SOLE 93800 69800 Starbucks Coffee (SBUX) COM 855244109 12849 498800 SH SOLE 273800 225000 Sturm Ruger& Company (RGR) COM 864159108 155 17700 SH SOLE 14100 3600 Superior Energy Svcs (SPN) COM 868157108 8594 1005200 SH SOLE 184200 823100 Swift Transportation (SWFT) COM 870756103 11453 715800 SH SOLE 429600 286200 Tesco Corp. (TESO.F) COM 88157K101 309 30000 SH SOLE 23100 6900 Thermo Electron (TMO) COM 883556102 874 48300 SH SOLE 48300 Tiffany & Co (TIF) COM 886547108 9275 371000 SH SOLE 207700 163300 Time Warner Telecom (TWTC) COM 887319101 113 35000 SH SOLE 27700 7300 Titan Corp (TTN) COM 888266103 5996 804800 SH SOLE 526400 281400 Todd Shipyards (TOD) COM 889039103 390 30000 SH SOLE 23900 6100 Total Entm't Restaurant (TENT) COM 89150E100 1219 150000 SH SOLE 150000 Tower Automotive (TWR) COM 891707101 702 296200 SH SOLE 85300 210900 Transcend Services Inc (TRCR) COM 893929208 22 10000 SH SOLE 10000 Transocean Intl. (RIG) COM G90078109 9721 475375 SH SOLE 288075 187300 Trikon Technologies (TRKN) COM 896187408 421 122500 SH SOLE 122500 Tweeter Home Ent Grp (TWTR) COM 901167106 4211 882762 SH SOLE 387600 497562 UTstarcom Inc. (UTSI) COM 918076100 4394 219800 SH SOLE 152700 68000 Ultimate Electronics (ULTE) COM 903849107 1702 214100 SH SOLE 45800 168300 Ultra Petroleum (UPL) COM 903914109 5998 679300 SH SOLE 182700 501200 United Defense Industries (UDI COM 91018B104 5728 264700 SH SOLE 168200 97800 United Therapeutics (UTHR) COM 91307C102 1552 90000 SH SOLE 24600 65400 Universal American Financial ( COM 913377107 2743 468900 SH SOLE 292000 179200 Valueclick Inc (VCLK) COM 92046N102 91 30000 SH SOLE 30000 Varian Inc. (VARI) COM 922206107 9805 342100 SH SOLE 213400 130100 Virage Logic Corp. (VIRL) COM 92763R104 1260 201600 SH SOLE 40000 161600 Watchguard Tech (WGRD) COM 941105108 2236 372600 SH SOLE 81400 291200 Weatherford Int'l (WFT) COM G95089101 9988 264450 SH SOLE 163050 101400 WebMD Corp (HLTH) COM 94769M105 11819 1310300 SH SOLE 784500 525800 Wendy's International Inc (WEN COM 950590109 7318 266000 SH SOLE 149100 116900 White Electronic Design Corp ( COM 963801105 1050 154900 SH SOLE 154900 Williams Sonoma (WSM) COM 969904101 3462 158800 SH SOLE 142700 16100 Wilson Greatbatch Technologies COM 972232102 8039 287200 SH SOLE 127500 160400 XTO Energy (XTO) COM 98385x106 11341 596880 SH SOLE 379942 219738 Xilinx (XLNX) COM 983919101 8233 351700 SH SOLE 210700 141000 Zoran Corp (ZRAN) COM 98975F101 2684 207900 SH SOLE 109050 98850 aQuantive Inc (AQNT COM 03839G105 44 10000 SH SOLE 10000
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