13F-HR 1 blum13f1203.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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- FIRST HEALTH GROUP CORP. COM 320960107 20170 1033300 SH SOLE 1033300 HAEMONETICS CORP COM 405024100 28998 1213800 SH SOLE 1213800 HENRY SHEIN, INC. COM 806407102 16895 250000 SH SOLE 250000 IMPATH, INC. COM 45255G101 7459 1912505 SH SOLE 1912505 LABORATORY CORP. OF AMERICA COM 50540R409 23371 632500 SH SOLE 632500 NCR CORP. COM 62886E108 33290 858000 SH SOLE 858000 NU SKIN ENTERPRISES COM 67018T105 25635 1500000 SH SOLE 1500000 PEGASUS SOLUTIONS INC COM 705906105 22698 2167900 SH SOLE 2167900 PERINI CORPORATION COM 713839108 50191 5485324 SH SOLE 5485324 PLAYTEX PRODUCTS COM 72813P100 78467 10150992 SH SOLE 10150992 PRG-SCHULTZ INTERNATIONAL COM 69357C107 46190 9426548 SH SOLE 9426548 PRG-SCHULTZ INTERNATIONAL NOTE 4.75% 11/06 69357CAA5 37650 5167960 SH SOLE 5167960 RENAL CARE GROUP, INC. COM 759930100 83294 2021700 SH SOLE 2021700 SYNOPSYS INC COM 871607107 256151 7565000 SH SOLE 7565000 URS CORP COM 903236107 173371 6932064 SH SOLE 6932064