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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- 3-Dimensional Pharmaceuticals COM 88554W104 518 35000 SH SOLE 14000 21000 ARM Holdings (ARMH.Y) COM 042068106 338 15000 SH SOLE 11500 3500 ATS Medical (ATSI) COM 002083103 4513 318100 SH SOLE 74200 243900 Abercrombie and Fitch (ANF) COM 002896207 8868 443400 SH SOLE 257300 186100 Abgenix Inc (ABGX) COM 00339B107 6717 113732 SH SOLE 57000 56732 Aclara Biosciences (ACLA) COM 00461P106 2000 183900 SH SOLE 45400 138500 Acterna Corp (ACTR) COM 00503U105 1403 103900 SH SOLE 63100 40800 Activision Inc.(ATVI) COM 004930202 12835 848600 SH SOLE 273800 574800 Advanced PCS (ADVP) COM 00790K109 4527 99500 SH SOLE 57800 41700 Affymetrix (AFFX) COM 00826T108 1064 14300 SH SOLE 14300 Agile Software Corp (AGIL) COM 00846X105 5100 103300 SH SOLE 61600 41700 Alamosa PCS Holdings Inc. (APC COM 011593100 2347 293400 SH SOLE 86700 206700 Alkermes Inc (ALKS) COM 01642T108 12389 394856 SH SOLE 302354 92502 Allegiance Telecom, Inc (ALGX) COM 01747T102 5242 235450 SH SOLE 147650 87800 Alloy Online (ALOY) COM 019855105 7079 920800 SH SOLE 306180 614620 American Eagle Outfitters (AEO COM 02553E106 16097 381000 SH SOLE 326700 54300 American International Grp (AI COM 026874107 246 2500 SH SOLE 1900 600 American Medical Systems (AMMD COM 02744M108 4737 298400 SH SOLE 297900 500 American Superconductor (AMSC) COM 030111108 8466 296400 SH SOLE 174500 121900 American Tower (AMT) COM 029912201 7432 196230 SH SOLE 115730 80500 Anadarko Petroleum Corp (APC) COM 032511107 355 5000 SH SOLE 3800 1200 Applera Corporation (ABI) COM 69332S102 282 3000 SH SOLE 2300 700 Applied Films Corp (AFCO) COM 038197109 2465 120600 SH SOLE 28100 92500 Applied Micro Circuits (AMCC) COM 03822W109 9363 124760 SH SOLE 65500 59260 Applied Molecular Evolution (A COM 03823e108 1621 95000 SH SOLE 65500 29500 AremisSoft Corp (AREM) COM 040026106 11645 272800 SH SOLE 227000 45800 Arena Pharmaceuticals (ARNA) COM 040047102 160 10300 SH SOLE 10300 Argonaut Tecnologies (AGNT) COM 040175101 2408 283300 SH SOLE 68000 215300 Arrow Electronics (ARW) COM 042735100 5937 207400 SH SOLE 113300 94100 Art tech group (ARTG) COM 04289L107 4830 158050 SH SOLE 84150 73900 Aspen Tech (AZPN) COM 045327103 1496 45000 SH SOLE 45000 Atmel (ATML) COM 049513104 2538 218300 SH SOLE 124900 93400 Avistar Comm (AVSR) COM 05379X208 2220 493300 SH SOLE 493300 BEA Sys Inc (BEAS) COM 073325102 4389 65200 SH SOLE 36400 28800 BJ Services (BJS) COM 055482103 7080 102800 SH SOLE 59600 43200 Baker Hughes (BHI) COM 057224107 208 5000 SH SOLE 3800 1200 Bebe Stores (BEBE) COM 075571109 1860 87000 SH SOLE 87000 Bed Bath & Beyond (BBBY) COM 075896100 7596 339480 SH SOLE 215080 124400 Biogen (BGEN) COM 090597105 450 7500 SH SOLE 5700 1800 Boeing Co. (BA) COM 097023105 330 5000 SH SOLE 3800 1200 Boston Private Financial Hldgs COM 101119105 2278 114600 SH SOLE 27200 87400 BreezeCom Ltd. (BRZE) COM M20385106 2986 208600 SH SOLE 55700 152900 Burlington Resources (BR) COM 122014103 252 5000 SH SOLE 3800 1200 Cal Dive International Inc. (C COM 127914109 10429 391700 SH SOLE 326500 65200 Caliper Technologies (CALP) COM 130876105 352 7500 SH SOLE 5700 1800 Calpine Corp (CPN) COM 131347106 1081 24000 SH SOLE 24000 Caremark Rx Inc (CMX) COM 141705103 5429 400300 SH SOLE 231700 168600 Cato (CACO.A) COM 149205106 4360 317100 SH SOLE 86800 230300 Celeritek Inc (CLTK) COM 150926103 13965 366300 SH SOLE 251500 114800 Celgene Corp. (CELG) COM 151020104 5808 178705 SH SOLE 103700 75005 Cell Therapuetics (CTIC) COM 150934107 29638 657700 SH SOLE 418800 238900 Cephalon (CEPH) COM 156708109 40671 642385 SH SOLE 495858 146527 Certicom Corp (CERT) COM 156915100 2651 130100 SH SOLE 28700 101400 Charles River Laboratories (CR COM 159864107 3022 110400 SH SOLE 42300 68100 Check Point Sft (CHKP) COM M22465104 5356 40100 SH SOLE 22000 18100 Children's Place (PLCE) COM 168905107 15925 786400 SH SOLE 515400 271000 Chiles Offshore Inc. (COD) COM 16888M104 5190 207600 SH SOLE 112600 95000 Chubb Corp (CB) COM 171232101 216 2500 SH SOLE 1900 600 Ciena Corp (CIEN) COM 171779101 3083 37950 SH SOLE 26650 11300 Clarent Corp (CLRN) COM 180461105 5215 461000 SH SOLE 173477 287523 Click Commerce (CKCM) COM 18681d109 6106 292500 SH SOLE 264100 28400 Coach Inc (COH) COM 189754104 3338 116100 SH SOLE 26800 89300 Coastal Corp (CGP) COM 190441105 883 10000 SH SOLE 7600 2400 Coinstar (CSTR) COM 19259P300 3110 203914 SH SOLE 50100 153814 Commerce One (CMRC) COM 200693109 1111 43884 SH SOLE 43884 Comverse Tech (CMVT) COM 205862402 11871 109280 SH SOLE 65980 43300 Concurrent Computer Corp (CCUR COM 206710204 3318 617300 SH SOLE 522000 95300 Consol Energy (CNX) COM 20854P109 698 25000 SH SOLE 19200 5800 Constellation Energy Group Inc COM 210371100 9283 206000 SH SOLE 113000 93000 Cooper Cameron Corp (CAM) COM 216640102 7571 114600 SH SOLE 67800 46800 CoorsTek Inc. (CRTK) COM 217020106 4157 132500 SH SOLE 30800 101700 Corvas Int'l (CVAS) COM 221005101 1437 100000 SH SOLE 51200 48800 Countrywide Credit (CCR) COM 222372104 502 10000 SH SOLE 7600 2400 Credence Systems (CMOS) COM 225302108 4548 197720 SH SOLE 149796 47924 Cree Research (CREE) COM 225447101 4477 126000 SH SOLE 82300 43700 Cross Timbers Oil (XTO) COM 227573102 29048 1046787 SH SOLE 552730 494057 Crown Castle International Cor COM 228227104 6357 234900 SH SOLE 129400 105500 Cubist Pharma (CBST) COM 229678107 19526 673300 SH SOLE 450200 223100 Cymer Inc (CYMI) COM 232572107 8804 342100 SH SOLE 279600 62500 Cypress Semi (CY) COM 232806109 3813 193700 SH SOLE 107900 85800 Dendreon Corp (DNDN) COM 24823Q107 5286 352400 SH SOLE 83200 269200 Dense-Pac Microsystems, Inc. ( COM 248719304 509 254300 SH SOLE 85000 169300 Devon Energy Corp. (DVN) COM 25179M103 530 8700 SH SOLE 8700 Digimarc Corp. (DMRC) COM 253807101 5811 352200 SH SOLE 293100 59100 Discovery Partners Intl (DPII COM 254675101 909 75000 SH SOLE 51800 23200 Diversa Corp (DVSA) COM 255064107 581 32400 SH SOLE 20300 12100 Dobson Communications Corp. (D COM 256069105 4290 293300 SH SOLE 248800 44500 Dreamlife Inc. (DLIF) COM 26152Q103 132 140900 SH SOLE 31200 109700 Duane Reade (DRD) COM 263578106 8671 283700 SH SOLE 283200 500 E.piphany, Inc (EPNY) COM 26881V100 5639 104550 SH SOLE 58050 46500 ECTEL Lmtd (ECTX) COM M29925100 3435 300300 SH SOLE 74600 225700 EXE Technologies (EXEE) COM 301504106 6418 493700 SH SOLE 365700 128000 Eden Bioscience Corp. (EDEN) COM 279445100 599 20000 SH SOLE 20000 Efficient Network (EFNT) COM 282056100 4160 291900 SH SOLE 191800 100100 Elantec Semi (ELNT) COM 284155108 3630 130800 SH SOLE 71000 59800 Elastic Networks Inc. (ELAS) COM 284159100 1320 320000 SH SOLE 74700 245300 Electronic Arts (ERTS) COM 285512109 4429 103900 SH SOLE 52700 51200 Embarcadero Technologies (EMBT COM 290787100 3289 73100 SH SOLE 72900 200 Emulex (EMLX) COM 292475209 320 4000 SH SOLE 3000 1000 Endocare Inc. (ENDO) COM 29264p104 3508 275100 SH SOLE 64700 210400 Entegris Inc (ENTG) COM 29362U104 3072 410400 SH SOLE 410400 Epoch Biosciences (EBIO) COM 294273107 131 20000 SH SOLE 15600 4400 Esterline Technologies (ESL) COM 297425100 3331 126900 SH SOLE 29700 97200 Evergreen Resources (EVG) COM 299900308 13838 358262 SH SOLE 83200 275062 Expeditors Int'l (EXPD) COM 302130109 5455 101600 SH SOLE 61900 39700 Extensity Inc. (EXTN) COM 302255104 2701 449000 SH SOLE 104500 344500 Extreme Networks, Inc. (EXTR) COM 30226D106 7481 191200 SH SOLE 120000 71200 Factory 2-U Stores Inc. (FTUS) COM 303072102 13508 407800 SH SOLE 248900 158900 Fairchild Semi Class A (FCS) COM 303726103 7024 486500 SH SOLE 390500 96000 Fannie Mae (FNM) COM 313586109 434 5000 SH SOLE 3800 1200 Fidelity National Financial (F COM 316326107 3306 89500 SH SOLE 49400 40100 Finisar Corp (FNSR) COM 31787A101 7375 254300 SH SOLE 152700 101600 First American Corp (FAF) COM 318522307 3054 92900 SH SOLE 49900 43000 First Horizon Pharmaceuticals COM 32051K106 16962 551600 SH SOLE 550600 1000 Footstar Inc (FTS) COM 344912100 4450 89900 SH SOLE 52400 37500 Freddie Mac (FRE) COM 313400301 482 7000 SH SOLE 5300 1700 Genzyme Transgenics Corp. (GZT COM 37246E105 6548 457500 SH SOLE 380300 77200 Getty Images (GETY) COM 374276103 15875 496100 SH SOLE 298780 197320 Gilead Science (GILD) COM 375558103 12640 152400 SH SOLE 90400 62000 Global Industries(GLBL) COM 379336100 4727 345330 SH SOLE 224330 121000 Global Marine (GLM) COM 379352404 497 17500 SH SOLE 13400 4100 Globespan (GSPN) COM 379571102 2915 106000 SH SOLE 67300 38700 Good Guys (GGUY) COM 382091106 2022 673900 SH SOLE 137700 536200 Grant Prideco Inc (GRP) COM 38821G101 6774 308790 SH SOLE 189990 118800 Harvard Bioscience (HBIO) COM 416906105 3802 385000 SH SOLE 90300 294700 Home Depot (HD) COM 437076102 457 10000 SH SOLE 7600 2400 Horizon Offshore (HOFF) COM 44043J105 34246 1734000 SH SOLE 1127200 606800 Hot Topic (HOTT) COM 441339108 2769 168468 SH SOLE 96468 72000 Hotjobs.com Inc (HOTJ) COM 441474103 7007 612600 SH SOLE 509900 102700 Hydrill Co (HYDL) COM 448774109 4254 242200 SH SOLE 56000 186200 I-MANY (IMNY) COM 44973Q103 3762 302500 SH SOLE 69500 233000 IBasis (IBAS) COM 450732102 1211 293500 SH SOLE 153900 139600 IDACORP Inc (IDA) COM 451107106 4916 100200 SH SOLE 58800 41400 ILEX Oncology (ILXO) COM 451923106 5773 219400 SH SOLE 36400 183000 IONA Technologies (IONA) COM 46206P109 12073 180200 SH SOLE 53900 126300 Immersion Corp(IMMR) COM 452521107 2261 300800 SH SOLE 64200 236600 Informatica Corp (INFA) COM 45666Q102 10990 277800 SH SOLE 219600 58200 Informax Inc (INMX) COM 45677N205 1245 120000 SH SOLE 28000 92000 Insmed Inc (INSM) COM 457669208 2968 855700 SH SOLE 716000 139700 Integrated Silicon Solution (I COM 45812P107 4034 280600 SH SOLE 86100 194500 Integrated Telecom Express (IT COM 45817U101 1363 285000 SH SOLE 285000 Interactive Intelligence (ININ COM 4589M1036 3361 139300 SH SOLE 41300 98000 Intercept Group Inc.(ICPT) COM 45845L107 8489 318100 SH SOLE 81300 236800 Intermune Pharmaceuticals (ITM COM 45885B100 9251 207300 SH SOLE 27900 179400 Intersil Holding Corp (ISIL) COM 46069S109 1567 68300 SH SOLE 40300 28000 Interwoven (IWOV) COM 46114T102 4662 70700 SH SOLE 37600 33100 Intranet Solutions (INRS) COM 460939309 17090 335100 SH SOLE 297500 37600 Intuit (INTU) COM 461202103 331 8400 SH SOLE 8400 Invitrogen Corp (IVGN) COM 46185R100 44506 515265 SH SOLE 379109 136156 Jacada Corp (JCDA) COM M6184R101 1380 298400 SH SOLE 64700 233700 Jones Apparel (JNY) COM 480074103 8020 249160 SH SOLE 166460 82700 Juniper Networks Inc (JNPR) COM 48203R104 378 3000 SH SOLE 2300 700 Kenneth Cole Prod Class A (KCP COM 193294105 17976 446600 SH SOLE 245581 201019 Key Energy Services (KEG) COM 492914106 10717 1026800 SH SOLE 1024800 2000 King Pharmaceuticals (KG) COM 495582108 10859 210098 SH SOLE 125514 84584 Krispy Kreme (KREM) COM 501014104 290 3500 SH SOLE 2700 800 LTX Corp. (LTXX) COM 502392103 5582 430900 SH SOLE 363600 67300 Lam Research (LRCX) COM 512807108 187 12900 SH SOLE 12900 Lantronix Inc (LTRX) COM 516548104 5076 796200 SH SOLE 795600 600 Lattice Semiconductor Corp. (L COM 518415104 7710 419580 SH SOLE 263980 155600 Liberate Technologies (LBRT) COM 530129105 3398 249400 SH SOLE 135200 114200 Lincare Holdings (LNCR) COM 532791100 4725 82800 SH SOLE 48200 34600 Lynx Therapeutics (LYNX) COM 551812308 2484 276000 SH SOLE 275400 600 MCK Communications (MCKC) COM 581243102 2111 250200 SH SOLE 249700 500 MIPS Technologies (MIPS) COM 604567107 7099 266000 SH SOLE 150300 115700 Macrovision (MVSN) COM 555904101 688 9300 SH SOLE 9300 Mapinfo Corp (MAPS) COM 565105103 2830 59900 SH SOLE 13900 46000 Marine Drilling Companies(MRL) COM 568240204 19771 739100 SH SOLE 553700 185400 Matrixone Inc (MONE) COM 57685P304 9659 531100 SH SOLE 294500 236600 Maverick Tube (MVK) COM 577914104 20118 889200 SH SOLE 797700 91500 Medarex Inc (MEDX) COM 583916101 3941 96700 SH SOLE 52700 44000 Medichem Life Sciences (MCLS) COM 584662100 925 200000 SH SOLE 102200 97800 Medicines Co, The (MDCO) COM 584688105 9461 461500 SH SOLE 460700 800 Medicis Pharmaeutical (MRX) COM 584690309 17572 297199 SH SOLE 241199 56000 Medimmune (MEDI) COM 584699102 9779 205070 SH SOLE 124170 80900 Men's Wearhouse (MW) COM 587118100 294 10800 SH SOLE 10800 Mentor Graphics (MENT) COM 587200106 11982 436700 SH SOLE 367100 69600 Mercury Interactive Corp. (MER COM 589405109 226 2500 SH SOLE 1900 600 Merrill Lynch (MER) COM 590188108 682 10000 SH SOLE 7600 2400 Metawave Communications (MTWV) COM 591409107 1851 202900 SH SOLE 36300 166600 Metromedia Fiber (MFNX) COM 591689104 4335 428144 SH SOLE 261708 166436 Micrel (MCRL) COM 594793101 2041 60600 SH SOLE 33200 27400 Microchip Tech. Inc. (MCHP) COM 595017104 4283 195250 SH SOLE 111250 84000 Micromuse Inc. (MUSE) COM 595094103 8529 141300 SH SOLE 82300 59000 Microtune Inc (TUNE) COM 59514P109 2998 181000 SH SOLE 42200 138800 NCO Croup (NCOG) COM 628858102 8438 277800 SH SOLE 226100 51700 NS Group (NSS) COM 628916108 10620 1123800 SH SOLE 480700 643100 Nabors Industries (NBR) COM 629568106 13191 223010 SH SOLE 128710 94300 Natco Group (NTG) COM 63227W203 3070 372100 SH SOLE 99700 272400 National Oil Well (NOI) COM 637071101 34271 885830 SH SOLE 680950 204880 Neopharm Inc (NEOL) COM 640919106 13548 357700 SH SOLE 285700 72000 Net IQ (NTIQ) COM 64115P102 9008 103100 SH SOLE 103100 Netegrity (NETE) COM 64110P107 13735 252600 SH SOLE 252600 Network Appliance (NTAP) COM 64120L104 6265 97600 SH SOLE 56200 41400 Neurocrine Biosciences (NBIX) COM 64125C109 14247 430100 SH SOLE 341700 88400 Nextel Comm. (NXTL) COM 65332V103 297 12000 SH SOLE 9400 2600 Niku Corp. (NIKU) COM 654113109 3805 520400 SH SOLE 436300 84100 Nokia Corp (NOK) COM 654902204 348 8000 SH SOLE 6100 1900 Novellus Sys (NVLS) COM 670008101 8598 239250 SH SOLE 154450 84800 Noven Pharmaceuticals Inc. (NO COM 670009109 2343 62700 SH SOLE 14700 48000 Numerical Technologies (NMTC) COM 62053T101 2538 140500 SH SOLE 30100 110400 O2Micro International Ltd (OII COM G6797E106 945 126000 SH SOLE 27500 98500 OSI Pharmaceuticals (OSIP) COM 671040103 6730 84000 SH SOLE 46000 38000 Onxy Pharmaceuticals Inc. (ONX COM 683399109 3421 230000 SH SOLE 118600 111400 Optical Communication Products COM 68382T101 1969 175000 SH SOLE 117800 57200 Orapharma (OPHM) COM 68554E106 1736 131000 SH SOLE 46900 84100 Osca Inc. (OSCA) COM 687836106 5786 341600 SH SOLE 79600 262000 P.F. Chang's (PFCB) COM 69333Y108 8865 282000 SH SOLE 95033 186967 PMC Sierra Inc (PMCS) COM 69344F106 236 3000 SH SOLE 2300 700 Pacific Sunwear CA (PSUN) COM 694873100 15173 592100 SH SOLE 487900 104200 Packeteer, Inc (PKTR) COM 695210104 1786 144300 SH SOLE 57600 86700 Pain Therapeutics (PTIE) COM 69562K100 3649 245300 SH SOLE 59800 185500 Patterson Energy (PTEN) COM 703414102 37446 1005250 SH SOLE 680217 325033 Paxson Communications (PAX) COM 704231109 6743 564900 SH SOLE 455100 109800 Pegasus Communications (PGTV) COM 705904100 2050 79600 SH SOLE 50200 29400 Peregrine Systems (PRGN) COM 71366Q101 9488 480400 SH SOLE 319700 160700 Pharmacyclics Inc (PCYC) COM 716933106 12916 377100 SH SOLE 263615 113485 Photronics Inc (PLAB) COM 719405102 13314 568079 SH SOLE 391500 176579 PhysioMetrix Inc (PHYX) COM 718928104 5953 373500 SH SOLE 104500 269000 Pixelworks Inc (PXLW) COM 72581M107 5218 233200 SH SOLE 54400 178800 Polo Ralph Lauren (RL) COM 731572103 4373 196000 SH SOLE 115800 80200 Poly Medica (PLMD) COM 731738100 12899 386500 SH SOLE 324300 62200 Power One (PWER) COM 739308104 444 11300 SH SOLE 11300 Powerwave Tech (PWAV) COM 739363109 14172 242259 SH SOLE 140436 101823 Pozen Inc (POZN) COM 73941U102 18319 1003800 SH SOLE 570900 432900 Praecis Pharmaceutical (PRCS) COM 739421105 8205 280500 SH SOLE 49400 231100 Precise Software Solutions Ltd COM M41450103 2413 97500 SH SOLE 49700 47800 Precision Castparts (PCP) COM 740189105 631 15000 SH SOLE 11500 3500 Precision Drilling (PDS) COM 74022D100 28835 767650 SH SOLE 636650 131000 Progenics Pharmaceuticals (PGN COM 743187106 2158 125100 SH SOLE 61500 63600 QLogic (QLGC) COM 747277101 6282 81580 SH SOLE 51580 30000 Qualcomm (QCOM) COM 747525103 904 11000 SH SOLE 8400 2600 Quest Software (QSFT) COM 74834T103 2795 99600 SH SOLE 50500 49100 Quintiles Trans Corp (QTRN) COM 748767100 4106 196100 SH SOLE 105900 90200 R & B Falcon (FLC) COM 74912E101 12736 555250 SH SOLE 346050 209200 RADVision Ltd. (RVSN) COM M81869105 2232 181300 SH SOLE 46200 135100 RTI International Metals (RTI) COM 74973W107 215 15000 SH SOLE 11500 3500 Radiance Medical Systems (RADX COM 750241101 875 175000 SH SOLE 90800 84200 Rainbow Tech Inc. (RNBO COM 750862104 759 48000 SH SOLE 27900 20100 Redback Networks (RBAK) COM 757209101 3136 76500 SH SOLE 41200 35300 Regeneration Technologies (RTI COM 75886N100 1191 83600 SH SOLE 83600 Resources Connection (RECN) COM 76122Q105 950 50000 SH SOLE 25000 25000 Retek Inc (RETK) COM 76128Q109 5782 237200 SH SOLE 182500 54700 Rohn Industries COM 775381106 2019 529600 SH SOLE 123200 406400 Rosetta Inpharmatics (RSTA) COM 777777103 2667 166700 SH SOLE 39000 127700 Rudolph Technologies (RTEC) COM 781270103 6801 225300 SH SOLE 225000 300 S&P Dep Rcpt (SPY) COM 78462F103 1312 10000 SH SOLE 7600 2400 SBA Comm. Corp. (SBAC) COM 78388J106 10882 265000 SH SOLE 219500 45500 SDLI Inc. (SDLI) COM 784076101 830 5600 SH SOLE 4800 800 Safenet Inc (SFNT) COM 78645r107 14222 302600 SH SOLE 252800 49800 Sandisk (SNDK) COM 80004C101 2897 104400 SH SOLE 61800 42600 Sangamo Biosciences (SGMO) COM 800677106 975 50000 SH SOLE 25900 24100 Sawtek (SAWS) COM 805468105 7145 154700 SH SOLE 111000 43700 Schlumberger Ltd. (SLB) COM 806857108 400 5000 SH SOLE 3800 1200 Sci Sys (SCI) COM 783890106 3690 139900 SH SOLE 74700 65200 Sepracor (SEPR) COM 817315104 4599 57400 SH SOLE 36500 20900 Shuffle Master (SHFL) COM 825549108 6153 387600 SH SOLE 386400 1200 Sicor Inc (SCRI) COM 825846108 14329 992500 SH SOLE 820500 172000 Silicon Storage (SSTI) COM 827057100 9829 832100 SH SOLE 692600 139500 Skywest Inc (SKYW) COM 830879102 7771 270300 SH SOLE 145700 124600 Smith Int'l (SII) COM 832110100 522 7000 SH SOLE 5400 1600 Sonus Networks Inc (SONS) COM 835916107 4623 183100 SH SOLE 99600 83500 Spectrasite Holdings (SITE) COM 84760T100 8726 658600 SH SOLE 391100 267500 Stanford Microdevices (SMDI) COM 854399102 5803 161200 SH SOLE 39600 121600 Stewart & Stevenson Svc (SSSS) COM 860342104 3356 147800 SH SOLE 72200 75600 Stratos Lightwave (STLW) COM 863100103 4689 274800 SH SOLE 223300 51500 Superior Energy Svcs (SESI) COM 868157108 3450 300000 SH SOLE 102600 197400 THQ Inc (THQI) COM 872443403 4500 184600 SH SOLE 184600 Tanox (TNOX) COM 87588Q109 10812 275900 SH SOLE 221500 54400 Telecommunication Systems (TSY COM 87929J103 683 202500 SH SOLE 47400 155100 Therma Wave Inc. (TWAV) COM 88343A108 4088 292000 SH SOLE 59100 232900 Tibco Software (TIBX) COM 88632Q103 4966 103600 SH SOLE 64600 39000 Timberland (TBL) COM 887100105 334 5000 SH SOLE 3800 1200 Titan Pharmaceuticals (TTP) COM 888314101 9019 255000 SH SOLE 100400 154600 Transgenomic Inc (TBIO) COM 89365K206 393 37400 SH SOLE 37400 Transocean Offshore (RIG) COM G90076103 589 12800 SH SOLE 10500 2300 TriQuint Semiconductor (TQNT) COM 89674K103 9673 221420 SH SOLE 184120 37300 Tweeter Home Ent Grp (TWTR) COM 901167106 9612 788700 SH SOLE 489084 299616 USA Networks (USAI) COM 902984103 8506 437632 SH SOLE 269032 168600 UTI Energy (UTI) COM 903387108 39927 1214500 SH SOLE 804802 409698 Ulticom Inc (ULCM) COM 903844108 6438 189000 SH SOLE 52200 136800 United Stationers (USTR) COM 913004107 9507 382200 SH SOLE 319800 62400 Universal Compression (UCO) COM 913431102 8578 227600 SH SOLE 56700 170900 Variagenics Inc. (VGNX) COM 922196100 474 40000 SH SOLE 40000 Varian Inc. (VARI) COM 922206107 5891 173900 SH SOLE 94100 79800 Vastera Inc (VAST) COM 92239N109 3704 231500 SH SOLE 59500 172000 Venator Group (Z) COM 922944103 2762 178200 SH SOLE 102200 76000 Ventiv Health Inc (VTIV) COM 922793104 2512 200000 SH SOLE 46500 153500 Veritas DGC (VTS) COM 92343P107 7200 222895 SH SOLE 46800 176095 Veritas Software (VRTS) COM 923436109 1050 12000 SH SOLE 10250 1750 Versata Inc. (VATA) COM 925298101 2177 243600 SH SOLE 58700 184900 Vical Inc (VICL) COM 925602104 1119 60480 SH SOLE 32280 28200 Vignette Corp (VIGN) COM 926734104 6714 373000 SH SOLE 212200 160800 Virage Logic Corp. (VIRL) COM 92763R104 2175 145000 SH SOLE 54500 90500 Virata Corp., (VRTA) COM 927646109 3593 330400 SH SOLE 240200 90200 Vital Signs (VITL) COM 928469105 2188 68100 SH SOLE 15900 52200 Voice Stream Wireless Corp (VS COM 928615103 584 5800 SH SOLE 4500 1300 WJ Communications (WJCI) COM 929284107 2527 177300 SH SOLE 177300 Washington Federal (WFSL) COM 938824109 284 10000 SH SOLE 7600 2400 Watson Pharmaceuticals (WPI) COM 942683103 8151 159236 SH SOLE 99336 59900 Weatherford Int'l (WFT) COM 947074100 7903 167250 SH SOLE 97250 70000 Western Wireless (WWCA) COM 95988E204 4230 107940 SH SOLE 73440 34500 Wild Oats Market (OATS) COM 96808B107 3295 775375 SH SOLE 651485 123890 Wilson Greatbatch Technologies COM 972232102 4986 176500 SH SOLE 41000 135500 Wireless Facilities Inc. (WFII COM 97653A103 10201 281400 SH SOLE 231000 50400 Xicor Inc. (XICO) COM 984903104 2554 756800 SH SOLE 427700 329100 Zoran Corp (ZRAN) COM 98975F101 4267 275300 SH SOLE 152600 122700 Ztel Inc (ZTEL) COM 988792107 7339 1414800 SH SOLE 857900 556900 Endo Pharmaceuticals Wt ex 12/ 29264f114 86 342823 SH SOLE 191600 151223 MSH Jan 630 Puts (MSGMF) PUT 0B599W9M6 460 200 SH PUT SOLE 153 47