13F-HR 1 blum13f1204.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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- BISYS GROUP, INC. COM 055472104 90804 5520000 SH SOLE 5520000 CB RICHARD ELLIS GROUP INC. COM 12497T101 620902 18506778 SH SOLE 18506778 COPART, INC. COM 217204106 121925 4632400 SH SOLE 4632400 ERESEARCH TECHNOLOGY, INC. COM 29481V108 36534 2305000 SH SOLE 2305000 HEALTH MANAGEMENT ASSOC. INC. COM 421933102 80606 3547800 SH SOLE 3547800 ITT EDUCATIONAL SERVICES, INC. COM 45068B109 263099 5533100 SH SOLE 5533100 JANUS CAPITAL GROUP, INC. COM 47102X105 102541 6100000 SH SOLE 6100000 KINETIC CONCEPTS, INC. COM 49460W208 367942 4822309 SH SOLE 4822309 LINCARE HOLDINGS COM 532791100 101294 2375000 SH SOLE 2375000 PEGASUS SOLUTIONS INC COM 705906105 38955 3091695 SH SOLE 3091695 PERINI CORPORATION COM 713839108 52025 3117147 SH SOLE 3117147 PRG-SCHULTZ INTERNATIONAL COM 69357C107 46714 9287073 SH SOLE 9287073 PRG-SCHULTZ INTERNATIONAL NOTE 4.75% 11/06 69357CAA5 35331 4651939 SH SOLE 4651939 SKILLSOFT PLC COM 830928107 23207 4107430 SH SOLE 4107430 SYNOPSYS INC COM 871607107 84554 4325000 SH SOLE 4325000 TCF FINANCIAL CORPORATION COM 872275102 37662 1171800 SH SOLE 1171800 TIFFANY & COMPANY COM 886547108 34112 1067000 SH SOLE 1067000 URS CORP COM 903236107 217667 6780907 SH SOLE 6780907 WESTERN WIRELESS CORPORATION COM 95988E204 44964 1534600 SH SOLE 1534600