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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- A G Edwards Inc. COM 281760108 10390 236250 SH SOLE 199750 36500 AMERICREDIT CORP COM 03060R101 14321 376980 SH SOLE 316624 60356 AOL Time Warner COM 00184A105 30487 1289100 SH SOLE 707600 581500 ASM International NV COM N07045102 9500 363850 SH SOLE 321046 42804 Abbott Labs COM 002824100 57113 1085800 SH SOLE 604200 481600 Abercrombie & Fitch Co. Cl. A COM 002896207 70939 2303205 SH SOLE 1391542 911663 Advanced Digital Info Corp COM 007525108 7727 593942 SH SOLE 495321 98621 Advanced Energy INDS COM 007973100 13244 368299 SH SOLE 312019 56280 Aeroflex Inc COM 007768104 8762 681317 SH SOLE 573033 108284 Alberto Culver COM 013068101 3338 61820 SH SOLE 49911 11909 Alcoa Inc COM 013817101 26467 701300 SH SOLE 445200 256100 Alpha INDS COM 020753109 5113 335293 SH SOLE 283987 51306 American Eagle Outfitters Inc COM 02553E106 8445 340935 SH SOLE 287829 53106 American Express COM 025816109 42848 1046100 SH SOLE 596200 449900 American International Group COM 026874107 1614 22375 SH SOLE 22375 Amgen COM 031162100 67235 1126600 SH SOLE 634300 492300 Amkor Technologies Inc COM 031652100 3346 150000 SH SOLE 150000 Anaren Microwave, Inc COM 032744104 9036 621913 SH SOLE 514147 107766 Applica Inc COM 03815A106 6966 810058 SH SOLE 654030 156028 Applied Films Corp COM 038197109 8574 348520 SH SOLE 293864 54656 Applied Materials Inc. COM 038222105 37940 699100 SH SOLE 401000 298100 Ascential Software Corp COM 04362P108 46 12000 SH SOLE 12000 Aspen Technology Inc COM 045327103 12212 533273 SH SOLE 447958 85315 BJ Services Co COM 055482103 5701 165400 SH SOLE 97400 68000 Bank of America Corp COM 060505104 55163 810979 SH SOLE 454179 356800 Baxter International COM 071813109 41837 702900 SH SOLE 370100 332800 Becton Dickinson & Co. COM 075887109 377 10000 SH SOLE 10000 Black & Decker COM 091797100 34018 730950 SH SOLE 402650 328300 Borg-Warner Automotive Inc. COM 099724106 12090 192143 SH SOLE 162028 30115 Brinker International COM 109641100 35090 1082700 SH SOLE 611200 471500 Bristol-Myers Squibb Co COM 110122108 52212 1289500 SH SOLE 715500 574000 Brooks Automation Inc COM 11434A100 9983 219705 SH SOLE 184341 35364 CYTYC CORP COM 232946103 7561 280859 SH SOLE 243464 37395 Calpine Corporation COM 131347106 381 30000 SH SOLE 30000 Cambrex Corp. COM 132011107 10628 252437 SH SOLE 214032 38405 Cardinal Health Inc COM 14149Y108 1024 14450 SH SOLE 14450 Catalina Marketing Corp COM 148867104 10601 290435 SH SOLE 243598 46837 Caterpillar Inc. COM 149123101 19710 346700 SH SOLE 179100 167600 Charter One COM 160903100 797 25523 SH SOLE 25523 ChevronTexaco Corp COM 166764100 542 6006 SH SOLE 6006 Cisco Systems Inc. COM 17275R102 53809 3178334 SH SOLE 1738634 1439700 Citigroup COM 172967101 70686 1427427 SH SOLE 783929 643498 Coach Inc COM 189754104 11276 222370 SH SOLE 185652 36718 Coherent Inc COM 192479103 9916 292519 SH SOLE 240840 51679 Concurrent-Computer-Corp COM 206710204 7741 931491 SH SOLE 766125 165366 Conoco Inc. COM 208251504 47814 1638600 SH SOLE 921500 717100 Constellation Energy Group COM 210371100 617 20000 SH SOLE 20000 Coorstek Inc COM 217020106 11603 302004 SH SOLE 250431 51573 Cox Radio, Inc COM 224051102 11707 412202 SH SOLE 345466 66736 Cymer Inc COM 232572107 12115 243960 SH SOLE 205260 38700 Digital Insight COM 25385P106 14042 509683 SH SOLE 435522 74161 Dollar Tree Stores Inc. COM 256747106 10728 326966 SH SOLE 273219 53747 EOG Resources Inc COM 26875P101 10193 251300 SH SOLE 132700 118600 El Paso Corporation COM 28336L109 13830 314100 SH SOLE 164000 150100 Electronic Data Systems Corp COM 285661104 48248 832000 SH SOLE 475100 356900 Electroscientific Industries C COM 285229100 11175 304900 SH SOLE 254228 50672 Emmis Broadcasting COM 291525103 11438 427739 SH SOLE 355893 71846 Endocare Inc COM 29264P104 13299 674725 SH SOLE 563605 111120 Ethan Allan Interiors Inc COM 297602104 10564 277553 SH SOLE 232027 45526 FEI Company COM 30241L109 11167 314109 SH SOLE 261154 52955 Fannie Mae COM 313586109 52976 663200 SH SOLE 371900 291300 Federated Department Stores COM 31410H101 66083 1617700 SH SOLE 900200 717500 Finisar Corporation COM 31787A101 8808 1143907 SH SOLE 960861 183046 Fleet Boston Financial Corp COM 339030108 48881 1396588 SH SOLE 779238 617350 Foot Locker Inc COM 344849104 15541 960500 SH SOLE 551800 408700 Franklin Resources COM 354613101 11453 273200 SH SOLE 105900 167300 Freddie Mac COM 313400301 1052 16600 SH SOLE 16600 Free Markets Inc COM 356602102 10462 455480 SH SOLE 382876 72604 General Electric Co. COM 369604103 69822 1864400 SH SOLE 1048100 816300 Georgia Pacific Corp. COM 373298108 238 7932 SH SOLE 7932 Getty Images Inc. COM 374276103 12710 424223 SH SOLE 351210 73013 Grant Prideco Inc. COM 38821G101 12287 898200 SH SOLE 755940 142260 Guidant Corp COM 401698105 50602 1168100 SH SOLE 646500 521600 HI FN Inc COM 428358105 2988 253183 SH SOLE 198905 54278 Hartford Financial Services Gr COM 416515104 13822 202900 SH SOLE 97800 105100 Hewlett Packard COM 428236103 56604 3155200 SH SOLE 1746800 1408400 Honeywell, Inc COM 438516106 60199 1573000 SH SOLE 866800 706200 II-VI Incorporated COM 902104108 8957 591233 SH SOLE 490079 101154 Int'l Game Technology COM 459902102 312 5000 SH SOLE 5000 Integrated Circuit Sys COM 45811K208 9358 458750 SH SOLE 384497 74253 Intel Corp. COM 458140100 56572 1860300 SH SOLE 1035800 824500 International Business Machine COM 459200101 47731 458950 SH SOLE 256750 202200 International Rectifier Corp COM 460254105 44465 979200 SH SOLE 540400 438800 Itron Inc COM 465741106 6453 216900 SH SOLE 182998 33902 Ivax Corp COM 465823102 26053 1623224 SH SOLE 893049 730175 J P Morgan Chase& Co COM 46625H100 64045 1796500 SH SOLE 1000800 795700 Johnson and Johnson COM 478160104 40373 621600 SH SOLE 359000 262600 Key Energy Services Inc COM 492914106 13637 1272143 SH SOLE 1068858 203285 Koninklijke Philips Electronic COM 500472303 1294 42835 SH SOLE 42835 Lamar Advertising Co COM 512815101 10810 266121 SH SOLE 223064 43057 Lear Corp. COM 521865105 42545 893800 SH SOLE 504400 389400 Lilly (ELI) COM 532457108 48692 639000 SH SOLE 364200 274800 Lowe's Companies COM 548661107 39724 913400 SH SOLE 497500 415900 MKS Instruments, Inc COM 55306N104 12540 366243 SH SOLE 307610 58633 Manugistics Grp Inc COM 565011103 12109 563750 SH SOLE 474129 89621 Maverick Tube Corp COM 577914104 11879 727900 SH SOLE 618749 109151 Mediacom Communications Corp. COM 58446K105 8390 598882 SH SOLE 499870 99012 Medicis Pharmaceutical Corp COM 584690309 333 6000 SH SOLE 6000 Medtronic COM 585055106 37126 821200 SH SOLE 462100 359100 Merck & Company COM 589331107 921 16000 SH SOLE 16000 Metris Companies COM 591598107 12479 623950 SH SOLE 523870 100080 Microchip Technology COM 595017104 11112 265648 SH SOLE 222334 43314 Microsemi Corp Com COM 595137100 7118 436138 SH SOLE 358854 77284 Microsoft Corp COM 594918104 96605 1601800 SH SOLE 891700 710100 Northrop Corp COM 666807102 53507 473300 SH SOLE 259600 213700 Oracle COM 68389X105 52060 4067200 SH SOLE 2253600 1813600 Orbotech Ltd. COM M75253100 7236 230293 SH SOLE 199652 30641 P & O Princess Cruises COM 693070104 279 10000 SH SOLE 10000 POLYCOM Inc COM 73172K104 220 8963 SH SOLE 8963 Pall Corp. COM 696429307 16206 790900 SH SOLE 444300 346600 Pemstar Inc. COM 706552106 7017 730934 SH SOLE 618827 112107 Pentair Inc COM 709631105 1349 30000 SH SOLE 30000 Peoplesoft COM 712713106 54638 1495700 SH SOLE 841400 654300 Pfizer Inc. COM 717081103 37411 941400 SH SOLE 501225 440175 Pharmarceutical Product Devel COM 717124101 9584 274996 SH SOLE 232007 42989 Philip Morris Inc. COM 718154107 527 10000 SH SOLE 10000 Phillips Petroleum COM 718507106 18407 293100 SH SOLE 161200 131900 Photon Dynamics Inc COM 719364101 11470 225395 SH SOLE 189170 36225 Pier 1 Imports Inc COM 720279108 10807 524879 SH SOLE 437548 87331 Praxair COM 74005P104 52280 874250 SH SOLE 479150 395100 Procter & Gamble COM 742718109 32757 363600 SH SOLE 182100 181500 Qualcomm Inc. COM 747525103 6976 185345 SH SOLE 99745 85600 QuikSilver Inc COM 74838C106 10419 476198 SH SOLE 393490 82708 Qwest Communications Intl COM 749121109 46355 5639300 SH SOLE 3147100 2492200 RF-Micro-Devices COM 749941100 8821 492773 SH SOLE 418711 74062 Radian Group, Inc. COM 125662106 1423 29000 SH SOLE 29000 Raymond James Financial Inc COM 754730109 10939 319575 SH SOLE 266491 53084 Renaissancere Holdings LTD COM G7496G103 224 2171 SH SOLE 2171 Roadway Services COM 769742107 9723 262783 SH SOLE 219207 43576 Royal Caribbean Cruises Ltd. COM V7780T103 12860 570304 SH SOLE 483665 86639 Rudolph Technologies COM 781270103 10768 249485 SH SOLE 207514 41971 SPX Corp. COM 784635104 38963 275200 SH SOLE 150900 124300 Salton/Maxim Housewares, Inc COM 795757103 9529 480030 SH SOLE 394785 85245 Schering Plough COM 806605101 56018 1789700 SH SOLE 984400 805300 Secure Computing Corp COM 813705100 9816 500577 SH SOLE 421685 78892 Semtech Corp COM 816850101 10377 284305 SH SOLE 232841 51464 Sicor Inc COM 825846108 7537 441270 SH SOLE 383442 57828 Silicon Image Inc COM 82705T102 11761 1377200 SH SOLE 1164984 212216 Sonicwall Inc COM 835470105 3203 245622 SH SOLE 202694 42928 Stage Stores Inc. COM 85254C305 11265 423500 SH SOLE 353149 70351 Steiner Leisure Ltd COM P8744Y102 11670 541290 SH SOLE 453828 87462 Sun Microsystem COM 866810104 141 16000 SH SOLE 16000 Suntrust Banks Inc. COM 867914103 400 6000 SH SOLE 6000 Target Corp COM 87612E106 61756 1432200 SH SOLE 799400 632800 Tesoro Petroleum Corp COM 881609101 7840 558000 SH SOLE 463686 94314 Texas Instruments COM 882508104 215 6500 SH SOLE 6500 Textron Inc COM 883203101 28652 560700 SH SOLE 283600 277100 The Children's Place COM 168905107 10372 314314 SH SOLE 265019 49295 Therma-Wave Inc COM 88343A108 9748 675048 SH SOLE 557407 117641 Tyco International Ltd. COM 902124106 72901 2255600 SH SOLE 1282100 973500 USA Network Inc COM 902984103 22071 694700 SH SOLE 395700 299000 UTSTARCOM Inc COM 918076100 9400 358360 SH SOLE 301210 57150 United Technologies COM 913017109 1692 22800 SH SOLE 22800 Value Vision Int'l Inc COM 92047K107 10912 525861 SH SOLE 439485 86376 Varco International Inc COM 922122106 402 20000 SH SOLE 20000 Veeco Instruments Inc COM 922417100 10400 297130 SH SOLE 248853 48277 Verity Inc COM 92343C106 10131 573000 SH SOLE 479521 93479 Verizon Communications COM 92343V104 49456 1072800 SH SOLE 603200 469600 Viacom Inc. Cl B COM 925524308 24572 508000 SH SOLE 273700 234300 Vintage Petroleum COM 927460105 11834 805027 SH SOLE 675304 129723 Vitesse Semiconductor Corp COM 928497106 6357 648701 SH SOLE 564268 84433 Wal-Mart Stores, Inc. COM 931142103 46263 754700 SH SOLE 405900 348800 Walt Disney Co. COM 254687106 30503 1321600 SH SOLE 691600 630000 Washington Mutual Inc COM 939322103 663 20000 SH SOLE 20000 Webster Financial Corp. COM 947890109 211 5650 SH SOLE 5650 Williams-Sonoma Inc COM 969904101 10283 223596 SH SOLE 190094 33502 Wyeth COM 983024100 210 3200 SH SOLE 3200 XCEL Energy Inc. COM 98389B100 28907 1140300 SH SOLE 658700 481600 Yellow Corporation COM 985509108 9628 364848 SH SOLE 308199 56649 Zale Corp COM 988858106 10431 256912 SH SOLE 217983 38929 Zarlink Semiconductor COM 989139100 228 23600 SH SOLE 23600 Zoran Corp COM 98975F101 11903 272497 SH SOLE 228765 43732