13F-HR 1 blum13f0902.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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- CONVERGYS CORPORATION COM 212485106 77780 5175000 SH SOLE 5175000 COPART, INC. COM 217204106 10812 996500 SH SOLE 996500 DIANON SYSTEMS, INC. COM 252826102 37739 797700 SH SOLE 797700 EFUNDS CORPORATION COM 28224R101 18715 1995000 SH SOLE 1995000 FAIR ISAAC & COMPANY INC COM 303250104 178662 5463681 SH SOLE 5463681 GLOBAL PAYMENTS, INC. COM 37940X102 1646 64300 SH SOLE 64300 HAEMONETICS CORP COM 405024100 79030 3330400 SH SOLE 3330400 INTERLAND INC. COM 458727104 16400 8000000 SH SOLE 8000000 INTUITIVE SURGICAL INC COM 46120E107 3892 487041 SH SOLE 487041 ITT EDUCATIONAL SERVICES, INC. COM 45068B109 20940 1115600 SH SOLE 1115600 MAGELLAN HEALTH SERVICES, INC COM 559079108 1531 5889700 SH SOLE 5889700 METTLER-TOLEDO INTERNATIONAL COM 592688105 6500 250000 SH SOLE 250000 MSC SOFTWARE CORPORATION COM 553531104 5464 641300 SH SOLE 641300 NCR CORP. COM 62886E108 72563 3664800 SH SOLE 3664800 NORTHWEST AIRLINES CORP COM 667280101 8091 1211182 SH SOLE 1211182 PEGASUS SOLUTIONS INC COM 705906105 33643 3188900 SH SOLE 3188900 PERINI CORPORATION COM 713839108 24458 5823397 SH SOLE 5823397 PLAYTEX PRODUCTS COM 72813P100 92164 10830117 SH SOLE 10830117 PRG-SCHULTZ INTERNATIONAL COM 69357C107 129247 10439948 SH SOLE 10439948 PRG-SCHULTZ INTERNATIONAL NOTE 4.75% 11/06 69357CAA5 63979 5167960 SH SOLE 5167960 SYNOPSYS INC COM 871607107 150929 3956200 SH SOLE 3956200 URS CORP COM 903236107 127615 7701544 SH SOLE 7701544