-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, NSEd4Cbnxycsj3ckl6GlWv8bdBLpb7tvSuiZKvgHH1ab2qv67hiP8+YaBE7FNG+y us8v2B2ybMCi4vxUo3wX+w== 0000950156-02-000304.txt : 20020813 0000950156-02-000304.hdr.sgml : 20020813 20020813112918 ACCESSION NUMBER: 0000950156-02-000304 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20020630 FILED AS OF DATE: 20020813 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CENTRAL INDEX KEY: 0000912938 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04968 FILM NUMBER: 02728390 BUSINESS ADDRESS: STREET 1: 500 BOYLSTON ST STREET 2: 15TH FL CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 18006372929 MAIL ADDRESS: STREET 1: 500 BOYLSTON STREET STREET 2: 15TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 13F-HR 1 d58410_13fhr.txt MFS 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2002 Check here if Amendment [ ]; Amendment Number: _____________ This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Massachusetts Financial Services Company Address: 500 Boylston Street Boston, MA 02116 Form 13F File Number: 28-04968 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this report on Behalf of Reporting Manager: Name: James O. Yost Title: Senior Vice President Phone: 617-954-5036 Signature, Place, and Date of Signing: /s/ James O. Yost Boston, Massachusetts August 9, 2002 ------------- --------------------- ----------------- [Signature] [City, State] [Date] Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager. [If there are no entries in this list, omit this section.] Form 13F File Number Name 28- None ---------------------- ---------------------- [Repeat as necessary.] FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 4 Form 13F Information Table Entry Total: 887 Form 13F Information Table Value Total: $81,020,161,357 --------------- (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which report is filed, other than the manager filing this report. [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] No. Form 13F File Number Name ______ 28-___________________ MFS Institutional Advisors, Inc. Vertex Investment Management, Inc. MFS Original Research Partners, LLC MFS Original Research Advisors, LLC [Repeat as necessary.] MFS 13F REPORT DATE: 020630 PAGE: 1
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- 3M CO COM 88579Y101 844355394 6864678 6800068 0 64610 6719532 0 145146 99 CENTS ONLY STORES COM 65440K106 892620 34800 34800 0 0 34800 0 0 A C MOORE ARTS & CRAFTS INC COM 00086T103 14626415 308900 308900 0 0 308900 0 0 ABBOTT LABS COM 002824100 280256058 7443720 7213140 0 230580 7059030 0 384690 ABITIBI-CONSOLIDATED INC COM 003924107 54798122 5936958 5936958 0 0 5936958 0 0 ACCENTURE LTD BERMUDA CL A G1150G111 128751429 6776391 6620191 0 156200 6560633 0 215758 ACE LTD ORD G0070K103 452538670 14320844 14320844 0 0 13837530 0 483314 ACTIVISION INC NEW COM NEW 004930202 726500 25000 25000 0 0 25000 0 0 ADOBE SYS INC COM 00724F101 139593371 4898013 4898013 0 0 4868617 0 29396 ADVANCED AUTO PARTS INC COM 00751Y106 1188318 21800 21800 0 0 21800 0 0 ADVANCED FIBRE COMMUNICATION COM 00754A105 160581501 9708676 9708676 0 0 9403735 0 304941 ADVANCED MICRO DEVICES INC COM 007903107 8781048 903400 903400 0 0 840800 0 62600 ADVANCED SEMICONDUCTOR ENGR SPON ADR 00756M404 242158 74510 74510 0 0 74510 0 0 ADVANCEPCS COM 00790K109 2049264 85600 85600 0 0 85600 0 0 AEROPOSTALE COM 007865108 7075966 258530 258530 0 0 258530 0 0 AES CORP COM 00130H105 39562775 7299405 7299405 0 0 7299405 0 0 AES TR III PFD CV 6.75% 00808N202 11463062 608120 608120 0 0 608120 0 0 AFFILIATED COMPUTER SERVICES CL A 008190100 200796101 4229067 4229067 0 0 4222152 0 6915 AFLAC INC COM 001055102 117250208 3664069 3664069 0 0 3640009 0 24060 AGILENT TECHNOLOGIES INC COM 00846U101 32524237 1375232 1375232 0 0 1374782 0 450 ------------ PAGE TOTAL 2498053217
MFS 13F REPORT DATE: 020630 PAGE: 2
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- AIR PRODS & CHEMS INC COM 009158106 281706582 5581664 5423314 0 158350 5169314 0 412350 AKAMAI TECHNOLOGIES INC COM 00971T101 51220 39400 39400 0 0 39400 0 0 AKZO NOBEL NV SPON ADR 010199305 42174816 969536 845116 0 124420 810932 0 158604 ALABAMA NATL BANCORP DELA COM 010317105 6207786 143400 143400 0 0 140200 0 3200 ALBERTO CULVER CO CL B CONV 013068101 23319708 487860 487860 0 0 435760 0 52100 ALCAN INC COM 013716105 55351230 1475246 1475246 0 0 1474626 0 620 ALCOA INC COM 013817101 506610963 15282382 14821642 0 460740 14468104 0 814278 ALCON INC COM SHS H01301102 81995528 2394030 2394030 0 0 2374330 0 19700 ALKERMES INC COM 01642T108 3743618 233830 233830 0 0 228160 0 5670 ALLEGHENY ENERGY INC COM 017361106 938845 36460 36460 0 0 36460 0 0 ALLERGAN INC COM 018490102 119880597 1795964 1795964 0 0 1751428 0 44536 ALLIANT TECHSYSTEMS INC COM 018804104 12165065 190675 190675 0 0 190675 0 0 ALLSTATE CORP COM 020002101 379334701 10257834 9947334 0 310500 9510624 0 747210 ALLTEL CORP COM 020039103 35460466 754478 754478 0 0 740480 0 13998 AMAZON COM INC COM 023135106 630939 38827 38827 0 0 38827 0 0 AMBAC FINL GROUP INC COM 023139108 10064208 149765 149765 0 0 149765 0 0 AMDOCS LTD ORD G02602103 35056855 4643292 4643292 0 0 4610045 0 33247 AMERICA MOVIL S A DE C V SPON ADR L SHS 02364W105 661960 49400 49400 0 0 49400 0 0 AMERICAN AXLE & MFG HLDGS IN COM 024061103 38851741 1306380 1306380 0 0 1298380 0 8000 AMERICAN EXPRESS CO COM 025816109 366311752 10085676 9896436 0 189240 9745792 0 339884 AMERICAN INTL GROUP INC COM 026874107 798034114 11696235 11696235 0 0 11642093 0 54142 ------------ PAGE TOTAL 2798552694
MFS 13F REPORT DATE: 020630 PAGE: 3
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- AMERICAN ITALIAN PASTA CO CL A 027070101 7806569 153100 153100 0 0 152200 0 900 AMERICAN STD COS INC DEL COM 029712106 5452260 72600 72600 0 0 72600 0 0 AMERICAN TOWER CORP CL A 029912201 83807362 24291989 24291989 0 0 23267037 0 1024952 AMERIPATH INC COM 03071D109 34478160 1436590 1436590 0 0 1406100 0 30490 AMERISOURCEBERGEN CORP COM 03073E105 13915600 183100 183100 0 0 183100 0 0 AMGEN INC COM 031162100 341576882 8156086 8156086 0 0 8107586 0 48500 AMSOUTH BANCORPORATION COM 032165102 2173098 97100 97100 0 0 97100 0 0 ANADARKO PETE CORP COM 032511107 293872469 5960902 5822702 0 138200 5730420 0 230482 ANALOG DEVICES INC COM 032654105 566536113 19075290 18978190 0 97100 18870600 0 204690 ANALOG DEVICES INC NOTE 4.750%10/0 032654AD7 27356930 28646000 28646000 0 0 28646000 0 0 ANCHOR BANCORP WIS INC COM 032839102 4858165 201500 201500 0 0 197100 0 4400 ANGLOGOLD LTD SPON ADR 035128206 7104192 272400 272400 0 0 272400 0 0 ANHEUSER BUSCH COS INC COM 035229103 219692550 4393851 4393851 0 0 4373064 0 20787 ANNTAYLOR STORES CORP COM 036115103 27371410 1078039 1078039 0 0 1057264 0 20775 ANTHEM INC COM 03674B104 189617113 2809975 2809975 0 0 2802175 0 7800 AOL TIME WARNER INC COM 00184A105 209984588 14274955 14274955 0 0 14238437 0 36518 APACHE CORP COM 037411105 472921873 8227590 8064866 0 162724 7941436 0 286154 APARTMENT INVT & MGMT CO CL A 03748R101 224893 4571 4571 0 0 4571 0 0 APOGENT TECHNOLOGIES INC COM 03760A101 500057 24310 24310 0 0 14600 0 9710 APOLLO GROUP INC CL A 037604105 77668004 1970269 1970269 0 0 1970269 0 0 APPLE COMPUTER INC COM 037833100 4066563 229490 229490 0 0 229490 0 0 ------------ PAGE TOTAL 2590984850
MFS 13F REPORT DATE: 020630 PAGE: 4
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- APPLERA CORP COM AP BIO GRP 038020103 154666812 7935701 7935701 0 0 7732209 0 203492 APPLIED MATLS INC COM 038222105 40211171 2114152 2114152 0 0 2096252 0 17900 APRIA HEALTHCARE GROUP INC COM 037933108 22302784 995660 995660 0 0 970180 0 25480 ARACRUZ CELULOSE S A SPON ADR CL B 038496204 72798200 3639910 3639910 0 0 3638857 0 1053 ARAMARK CORP CL B 038521100 81947875 3277915 3277915 0 0 3146245 0 131670 ARBITRON INC COM 03875Q108 5724794 183487 183487 0 0 175169 0 8318 ARCHER DANIELS MIDLAND CO COM 039483102 147330044 11519159 10981393 0 537766 10632663 0 886496 ARMOR HOLDINGS INC COM 042260109 18785850 736700 736700 0 0 723620 0 13080 ART TECHNOLOGY GROUP INC COM 04289L107 58681 58100 58100 0 0 0 0 58100 ARTHROCARE CORP COM 043136100 213476 16600 16600 0 0 16600 0 0 ASCENTIAL SOFTWARE CORP COM 04362P108 183708 65845 65845 0 0 65845 0 0 ASIAINFO HLDGS INC COM 04518A104 1585230 119640 119640 0 0 119640 0 0 ASM INTL N V COM N07045102 16808133 973820 973820 0 0 973820 0 0 ASML HLDG NV N Y SHS N07059111 7028683 464860 464860 0 0 464860 0 0 ASPEN TECHNOLOGY INC COM 045327103 8624527 1034116 1034116 0 0 1004196 0 29920 AT&T CORP COM 001957109 248801750 23252500 22681060 0 571440 22292084 0 960416 AT&T WIRELESS SVCS INC COM 00209A106 232891331 39810484 39601000 0 209484 39471072 0 339412 ATLANTIS PLASTICS INC COM 049156102 472028 116550 116550 0 0 116550 0 0 ATMEL CORP COM 049513104 76141256 12163140 12163140 0 0 12146690 0 16450 ATMEL CORP SDCV 4/2 049513AC8 917500 2000000 2000000 0 0 2000000 0 0 ATMOS ENERGY CORP COM 049560105 7951528 339229 339229 0 0 339229 0 0 ------------ PAGE TOTAL 1145445362
MFS 13F REPORT DATE: 020630 PAGE: 5
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- AU OPTRONICS CORP SPON ADR 002255107 9375841 1128260 1128260 0 0 1128112 0 148 AUTOMATIC DATA PROCESSING IN COM 053015103 302586924 6948035 6948035 0 0 6932141 0 15894 AUTONATION INC COM 05329W102 5023670 346460 346460 0 0 346460 0 0 AVENTIS SPON ADR 053561106 3912034 55545 55545 0 0 55203 0 342 AVERY DENNISON CORP COM 053611109 21607335 344340 344340 0 0 344160 0 180 AVON PRODS INC COM 054303102 332525100 6365335 6365335 0 0 6319285 0 46050 AWARE INC MASS COM 05453N100 1687751 444145 444145 0 0 360655 0 83490 BAKER HUGHES INC COM 057224107 410857457 12341768 12261468 0 80300 12050557 0 291211 BALL CORP COM 058498106 3459432 83400 83400 0 0 83400 0 0 BANCFIRST CORP COM 05945F103 1396339 30100 30100 0 0 29800 0 300 BANCO DE CHILE SPON ADR 059520106 594950 36500 36500 0 0 36500 0 0 BANK MONTREAL QUE COM 063671101 4375440 185400 185400 0 0 185400 0 0 BANK MUT CORP COM 063748107 4247145 208500 208500 0 0 203800 0 4700 BANK NEW YORK INC COM 064057102 32248800 955520 955520 0 0 954910 0 610 BANK OF AMERICA CORPORATION COM 060505104 833251528 11842688 11610678 0 232010 11425421 0 417267 BANKATLANTIC BANCORP CL A 065908501 9397960 757900 757900 0 0 741200 0 16700 BANKUNITED FINL CORP CL A 06652B103 4643875 242500 242500 0 0 237100 0 5400 BARNES & NOBLE INC COM 067774109 31499353 1191803 1191803 0 0 1191803 0 0 BARR LABS INC COM 068306109 12836872 202060 202060 0 0 202060 0 0 BAXTER INTL INC COM 071813109 571249975 12851518 12851518 0 0 12794312 0 57206 BCE INC COM 05534B109 29622797 1700505 1700505 0 0 1700505 0 0 ------------ PAGE TOTAL 2626400578
MFS 13F REPORT DATE: 020630 PAGE: 6
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- BEA SYS INC COM 073325102 50057007 5263618 5263618 0 0 5023496 0 240122 BED BATH & BEYOND INC COM 075896100 17524003 464335 464335 0 0 464335 0 0 BELLSOUTH CORP COM 079860102 475619508 15099032 14768632 0 330400 14393799 0 705233 BELO CORP COM SER A 080555105 16457819 727900 727900 0 0 709200 0 18700 BERKLEY W R CORP COM 084423102 10120000 184000 184000 0 0 184000 0 0 BERKSHIRE HATHAWAY INC DEL CL B 084670207 770730 345 345 0 0 345 0 0 BEST BUY INC COM 086516101 174424767 4805090 4805090 0 0 4741290 0 63800 BIOMARIN PHARMACEUTICAL INC COM 09061G101 682123 130700 130700 0 0 130700 0 0 BIOVAIL CORP COM 09067J109 77482654 2675506 2675506 0 0 2622606 0 52900 BISYS GROUP INC COM 055472104 285957656 8587317 8587317 0 0 8532070 0 55247 BJ SVCS CO COM 055482103 142948021 4219245 4219245 0 0 4184235 0 35010 BJS WHOLESALE CLUB INC COM 05548J106 166820000 4332987 4332987 0 0 4245345 0 87642 BLACK & DECKER CORP COM 091797100 12169054 252470 252470 0 0 252300 0 170 BMC SOFTWARE INC COM 055921100 665992 40120 40120 0 0 40120 0 0 BOEING CO COM 097023105 1228725 27305 27305 0 0 22685 0 4620 BOSTON PROPERTIES INC COM 101121101 230831 5778 5778 0 0 5778 0 0 BOSTON SCIENTIFIC CORP COM 101137107 828466 28256 28256 0 0 28256 0 0 BOWATER INC COM 102183100 131970235 2427262 2427262 0 0 2426322 0 940 BP PLC SPON ADR 055622104 381829615 7562480 7461340 0 101140 7426472 0 136008 BRAUN CONSULTING INC COM 105651103 6269192 1796330 1796330 0 0 1767560 0 28770 BRIGHT HORIZON FAMILY SOLUTI COM 109195107 18478492 558094 558094 0 0 539594 0 18500 ------------ PAGE TOTAL 1972534890
MFS 13F REPORT DATE: 020630 PAGE: 7
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- BRINKER INTL INC COM 109641100 139418441 4391132 4391132 0 0 4337482 0 53650 BRISTOL MYERS SQUIBB CO COM 110122108 99354298 3865926 3865926 0 0 3710996 0 154930 BROADCOM CORP CL A 111320107 22514993 1283637 1283637 0 0 1195000 0 88637 BROCADE COMMUNICATIONS SYS I COM 111621108 233033344 13331427 13331427 0 0 13106982 0 224445 BROOK-PRI AUTOMATION INC COM 11442E102 16734030 654696 654696 0 0 637996 0 16700 BROOKLINE BANCORP INC COM 113739106 11992200 474000 474000 0 0 461800 0 12200 BROWN & BROWN INC COM 115236101 2458575 78050 78050 0 0 78050 0 0 BT GROUP PLC ADR 05577E101 8355523 219190 167540 0 51650 155008 0 64182 BUCA INC COM 117769109 5219700 274000 274000 0 0 274000 0 0 BURLINGTON NORTHN SANTA FE C COM 12189T104 49368990 1645633 1645633 0 0 1633133 0 12500 BURLINGTON RES INC COM 122014103 838660 22070 22070 0 0 22070 0 0 BUSINESS OBJECTS S A SPON ADR 12328X107 453675 16145 16145 0 0 16095 0 50 C H ROBINSON WORLDWIDE INC COM 12541W100 10706800 319320 319320 0 0 310870 0 8450 CABLE DESIGN TECHNOLOGIES CO COM 126924109 17567393 1713892 1713892 0 0 1660288 0 53604 CABLEVISION SYS CORP CL A RAINB MED 12686C844 1511825 172780 172780 0 0 172780 0 0 CACI INTL INC CL A 127190304 11647950 305000 305000 0 0 305000 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 156377267 9700823 9700823 0 0 9663986 0 36837 CAL DIVE INTL INC COM 127914109 10602020 481910 481910 0 0 469320 0 12590 CALIFORNIA PIZZA KITCHEN INC COM 13054D109 40481536 1632320 1632320 0 0 1598030 0 34290 CALPINE CORP COM 131347106 72219049 10272980 10272980 0 0 10262740 0 10240 CANADIAN NATL RY CO COM 136375102 287644882 5552990 5446194 0 106796 5326538 0 226452 ------------ PAGE TOTAL 1198501150
MFS 13F REPORT DATE: 020630 PAGE: 8
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- CANADIAN NATL RY CO PFD CV 063029 136375409 2750475 40300 40300 0 0 40300 0 0 CANON INC ADR 138006309 790647 20900 20900 0 0 20799 0 101 CAPITAL ONE FINL CORP COM 14040H105 555841752 9104697 9104697 0 0 9051614 0 53083 CAPITOL FED FINL COM 14057C106 1431792 54900 54900 0 0 53200 0 1700 CARDINAL HEALTH INC COM 14149Y108 116381653 1895158 1895158 0 0 1894512 0 646 CAREER EDUCATION CORP COM 141665109 40148325 892185 892185 0 0 877905 0 14280 CAREMARK RX INC COM 141705103 232841268 14111592 14111592 0 0 13767560 0 344032 CARNIVAL CORP COM 143658102 88139347 3183075 3183075 0 0 3157405 0 25670 CARRAMERICA RLTY CORP COM 144418100 9961465 322900 322900 0 0 322900 0 0 CATALINA MARKETING CORP COM 148867104 7665511 271634 271634 0 0 268624 0 3010 CATERPILLAR INC DEL COM 149123101 43365735 885919 852999 0 32920 829989 0 55930 CBL & ASSOC PPTYS INC COM 124830100 225018 5556 5556 0 0 5556 0 0 CDW COMPUTER CTRS INC COM 125129106 4535889 96900 96900 0 0 96900 0 0 CEC ENTMT INC COM 125137109 91698803 2220310 2220310 0 0 2199450 0 20860 CELESTICA INC SUB VTG SHS 15101Q108 10427660 459166 459166 0 0 459166 0 0 CEMEX S A SPON ADR 5 ORD 151290889 11116038 421701 421701 0 0 421650 0 51 CENDANT CORP COM 151313103 128899405 8117091 8117091 0 0 8117091 0 0 CERIDIAN CORP NEW COM 156779100 27406930 1443990 1443990 0 0 1443990 0 0 CHARMING SHOPPES INC COM 161133103 26142048 3025700 3025700 0 0 3016100 0 9600 CHARTER COMMUNICATIONS INC D CL A 16117M107 50654644 12415354 12415354 0 0 12068915 0 346439 CHARTER ONE FINL INC COM 160903100 17264708 502173 502173 0 0 494230 0 7943 ------------ PAGE TOTAL 1467689113
MFS 13F REPORT DATE: 020630 PAGE: 9
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- CHECK POINT SOFTWARE TECH LT ORD M22465104 42963531 3168402 3168402 0 0 3158302 0 10100 CHECKFREE CORP NEW COM 162813109 85250309 5450787 5450787 0 0 5132733 0 318054 CHEESECAKE FACTORY INC COM 163072101 10839140 305500 305500 0 0 305500 0 0 CHEMICAL FINL CORP COM 163731102 3852277 102700 102700 0 0 100000 0 2700 CHESAPEAKE ENERGY CORP COM 165167107 723600 100500 100500 0 0 100500 0 0 CHEVRONTEXACO CORP COM 166764100 34123299 385574 385574 0 0 383807 0 1767 CHICOS FAS INC COM 168615102 10860261 299016 299016 0 0 299016 0 0 CHOICEPOINT INC COM 170388102 2855516 62800 62800 0 0 62800 0 0 CHUBB CORP COM 171232101 494079358 6978522 6908702 0 69820 6841943 0 136579 CHURCH & DWIGHT INC COM 171340102 13738205 438500 438500 0 0 427300 0 11200 CIENA CORP COM 171779101 19642829 4688026 4688026 0 0 4359112 0 328914 CIGNA CORP COM 125509109 191385682 1964542 1964542 0 0 1877410 0 87132 CINERGY CORP COM 172474108 6550900 182020 182020 0 0 182020 0 0 CINTAS CORP COM 172908105 2535759 51300 51300 0 0 51300 0 0 CIRCUIT CITY STORE INC CIRCT CITY GRP 172737108 8415000 448800 448800 0 0 416400 0 32400 CISCO SYS INC COM 17275R102 1082727409 77614868 77614868 0 0 77304843 0 310025 CITIGROUP INC COM 172967101 1193785394 30807365 30198955 0 608410 29761591 0 1045774 CITRIX SYS INC COM 177376100 134083096 22199188 22199188 0 0 21253984 0 945204 CLAYTON HOMES INC COM 184190106 1635300 103500 103500 0 0 103500 0 0 CLEAR CHANNEL COMMUNICATIONS COM 184502102 548932565 17143428 17143428 0 0 17088468 0 54960 CNET NETWORKS INC COM 12613R104 262153 131735 131735 0 0 131735 0 0 ------------ PAGE TOTAL 3889241580
MFS 13F REPORT DATE: 020630 PAGE: 10
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- COCA COLA CO COM 191216100 25031944 446999 446999 0 0 440571 0 6428 COCA COLA ENTERPRISES INC COM 191219104 3026307 137061 137061 0 0 137061 0 0 COCA-COLA FEMSA S A DE C V SPON ADR REP L 191241108 2366160 98590 98590 0 0 98590 0 0 COLGATE PALMOLIVE CO COM 194162103 1361360 27200 27200 0 0 27200 0 0 COLT TELECOM GROUP PLC SPON ADR 196877104 39312 15120 15120 0 0 15120 0 0 COMCAST CORP CL A SPL 200300200 187960091 7884232 7884232 0 0 7873922 0 10310 COMCAST CORP ZONES CV2% PCS 200300507 547075 27700 27700 0 0 27700 0 0 COMERICA INC COM 200340107 338593800 5514557 5455557 0 59000 5383928 0 130629 COMMONWEALTH INDS INC DEL COM 203004106 285443 39700 39700 0 0 39700 0 0 COMMONWEALTH TEL ENTERPRISES COM 203349105 773936 19233 19233 0 0 19233 0 0 COMMUNITY HEALTH SYS INC NEW COM 203668108 18400076 686570 686570 0 0 682340 0 4230 COMMUNITY HEALTH SYS INC NEW NOTE 4.250%10/1 203668AA6 1050000 1000000 1000000 0 0 1000000 0 0 COMPANHIA BRASILEIRA DE DIST ADR 20440T201 412728 23200 23200 0 0 23200 0 0 COMPANHIA VALE DO RIO DOCE SPON ADR 204412209 6561941 237150 237150 0 0 237150 0 0 COMPANIA DE MINAS BUENAVENTU SPON ADR 204448104 1419648 55455 55455 0 0 55455 0 0 COMPASS BANCSHARES INC COM 20449H109 674352 20070 20070 0 0 20070 0 0 COMPUTER NETWORK TECHNOLOGY COM 204925101 7409668 1208755 1208755 0 0 1140525 0 68230 COMPUTER SCIENCES CORP COM 205363104 858440 17959 17959 0 0 17959 0 0 CONAGRA FOODS INC COM 205887102 3603625 130330 130330 0 0 130330 0 0 CONCORD EFS INC COM 206197105 371902343 12339162 12339162 0 0 12170481 0 168681 CONMED CORP COM 207410101 27952180 1251777 1251777 0 0 1218257 0 33520 ------------ PAGE TOTAL 1000230428
MFS 13F REPORT DATE: 020630 PAGE: 11
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- CONNECTICUT BANCSHARES INC COM 207540105 4047080 121900 121900 0 0 119200 0 2700 CONOCO INC COM 208251504 17061444 613721 613721 0 0 436196 0 177525 CONSTELLATION ENERGY GROUP I COM 210371100 26043944 887660 887660 0 0 887660 0 0 COOPER CAMERON CORP COM 216640102 85985689 1775830 1775830 0 0 1774660 0 1170 COORS ADOLPH CO CL B 217016104 2959250 47500 47500 0 0 46100 0 1400 CORINTHIAN COLLEGES INC COM 218868107 20677136 610125 610125 0 0 610125 0 0 CORPORATE EXECUTIVE BRD CO COM 21988R102 5291625 154500 154500 0 0 154500 0 0 COST PLUS INC CALIF COM 221485105 46869395 1538770 1538770 0 0 1524530 0 14240 COSTCO WHSL CORP NEW COM 22160K105 72769078 1884233 1884233 0 0 1875083 0 9150 COTT CORP QUE COM 22163N106 1938879 102100 102100 0 0 102100 0 0 COVANSYS CORP COM 22281W103 3684669 655635 655635 0 0 640965 0 14670 COVENTRY HEALTH CARE INC COM 222862104 5161072 181600 181600 0 0 181600 0 0 COX COMMUNICATIONS INC NEW CL A 224044107 7095227 257540 257540 0 0 257540 0 0 COX COMMUNICATIONS INC NEW PRIZES PCS2029 224044503 9220417 314690 314690 0 0 314690 0 0 COX RADIO INC CL A 224051102 9912330 411300 411300 0 0 407300 0 4000 CROWN CASTLE INTL CORP COM 228227104 88039998 22402035 22402035 0 0 21221310 0 1180725 CSG SYS INTL INC COM 126349109 129593839 6770838 6770838 0 0 6348495 0 422343 CSK AUTO CORP COM 125965103 3395784 243600 243600 0 0 243600 0 0 CUMULUS MEDIA INC CL A 231082108 289380 21000 21000 0 0 21000 0 0 CVS CORP COM 126650100 116472719 3806298 3806298 0 0 3720800 0 85498 CYBERONICS INC COM 23251P102 7649833 583111 583111 0 0 563361 0 19750 ------------ PAGE TOTAL 664158789
MFS 13F REPORT DATE: 020630 PAGE: 12
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- CYMER INC COM 232572107 2931026 83648 83648 0 0 83648 0 0 CYTYC CORP COM 232946103 119449352 15675768 15675768 0 0 14734662 0 941106 DANAHER CORP DEL COM 235851102 654125209 9858707 9775085 0 83622 9675315 0 183392 DAVITA INC COM 23918K108 13085740 549821 549821 0 0 524152 0 25669 DEAN FOODS CO NEW COM 242370104 2188764 58680 58680 0 0 55200 0 3480 DEERE & CO COM 244199105 434951783 9080413 8660933 0 419480 8305892 0 774521 DEL MONTE FOODS CO COM 24522P103 18078662 1532090 1532090 0 0 1470550 0 61540 DELL COMPUTER CORP COM 247025109 578434860 22128342 22128342 0 0 22029343 0 98999 DELPHI CORP COM 247126105 148393331 11241919 10748769 0 493150 10409394 0 832525 DELTA & PINE LD CO COM 247357106 11159922 555220 555220 0 0 555220 0 0 DELUXE CORP COM 248019101 466680 12000 12000 0 0 12000 0 0 DENDRITE INTL INC COM 248239105 26430576 2733255 2733255 0 0 2657255 0 76000 DENTSPLY INTL INC NEW COM 249030107 7862974 213031 213031 0 0 213031 0 0 DEVON ENERGY CORP NEW COM 25179M103 493572809 10015682 9887942 0 127740 9676519 0 339163 DEVRY INC DEL COM 251893103 11867207 519580 519580 0 0 505510 0 14070 DIAGEO P L C SPON ADR NEW 25243Q205 46018601 890970 810370 0 80600 758983 0 131987 DIAL CORP NEW COM 25247D101 7059052 352600 352600 0 0 343900 0 8700 DIAMOND OFFSHORE DRILLING IN COM 25271C102 31023419 1088541 1088541 0 0 1037900 0 50641 DIAMONDCLUSTER INTL INC CL A 25278P106 6233971 1042470 1042470 0 0 1017670 0 24800 DIGENE CORP COM 253752109 8154947 693330 693330 0 0 693330 0 0 DIGEX INC DEL CL A 253756100 5456 24800 24800 0 0 24800 0 0 ------------ PAGE TOTAL 2621494340
MFS 13F REPORT DATE: 020630 PAGE: 13
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- DIGITAL INSIGHT CORP COM 25385P106 9540687 579981 579981 0 0 563691 0 16290 DISNEY WALT CO COM DISNEY 254687106 307875878 16289729 16049829 0 239900 15816647 0 473082 DJ ORTHOPEDICS INC COM 23325G104 6324004 771220 771220 0 0 753510 0 17710 DOLE FOOD INC COM 256605106 521348 18071 18071 0 0 13321 0 4750 DOLLAR TREE STORES INC COM 256747106 152571874 3871400 3871400 0 0 3791240 0 80160 DOMINION RES INC VA NEW COM 25746U109 125604504 1897349 1817329 0 80020 1769764 0 127585 DOW CHEM CO COM 260543103 56607495 1646524 1646524 0 0 1646524 0 0 DOW JONES & CO INC COM 260561105 532950 11000 11000 0 0 11000 0 0 DQE INC COM 23329J104 3975720 283980 283980 0 0 283980 0 0 DR REDDYS LABS LTD ADR 256135203 828380 42700 42700 0 0 42700 0 0 DRIL-QUIP INC COM 262037104 23348859 935826 935826 0 0 921316 0 14510 DRS TECHNOLOGIES INC COM 23330X100 3206250 75000 75000 0 0 75000 0 0 DSP GROUP INC COM 23332B106 28436268 1450830 1450830 0 0 1413960 0 36870 DST SYS INC DEL COM 233326107 167143049 3656597 3656597 0 0 3518290 0 138307 DTE ENERGY CO COM 233331107 5580000 125000 125000 0 0 125000 0 0 DU PONT E I DE NEMOURS & CO COM 263534109 17713025 398942 398942 0 0 398692 0 250 DUKE ENERGY CORP COM 264399106 25821646 830278 830278 0 0 829558 0 720 DUKE ENERGY CORP UNIT 99/99/9999 264399585 1687500 75000 75000 0 0 75000 0 0 DUKE REALTY CORP COM NEW 264411505 357156 12337 12337 0 0 12337 0 0 DUN & BRADSTREET CORP DEL NE COM 26483E100 4092912 123840 123840 0 0 123840 0 0 DYNAMEX INC COM 26784F103 47988 21328 21328 0 0 21328 0 0 ------------ PAGE TOTAL 941817493
MFS 13F REPORT DATE: 020630 PAGE: 14
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- DYNEGY INC NEW CL A 26816Q101 50059224 6952670 6952670 0 0 6952670 0 0 E M C CORP MASS COM 268648102 31618320 4187857 4187857 0 0 4157075 0 30782 EASTMAN KODAK CO COM 277461109 138835315 4759524 4576844 0 182680 4457842 0 301682 EBAY INC COM 278642103 115418881 1873075 1873075 0 0 1859895 0 13180 ECHOSTAR COMMUNICATIONS NEW CL A 278762109 538895261 29035305 29035305 0 0 28634839 0 400466 ECOLAB INC COM 278865100 6432442 139140 139140 0 0 139140 0 0 EDISON INTL COM 281020107 25487420 1499260 1499260 0 0 1491700 0 7560 EDO CORP COM 281347104 25244588 885775 885775 0 0 879075 0 6700 EDWARDS LIFESCIENCES CORP COM 28176E108 38383472 1654460 1654460 0 0 1612850 0 41610 EL PASO CORP COM 28336L109 170094083 8252988 8252988 0 0 8250658 0 2330 EL PASO ENERGY CAP TR I PFD CV TR SECS 283678209 1472000 40000 40000 0 0 40000 0 0 ELECTRONIC ARTS INC COM 285512109 69196622 1047640 1047640 0 0 1042240 0 5400 ELECTRONIC DATA SYS NEW COM 285661104 1767634 47581 47581 0 0 47581 0 0 EMMIS COMMUNICATIONS CORP CL A 291525103 36148296 1705913 1705913 0 0 1673883 0 32030 EMULEX CORP COM NEW 292475209 178989163 7948009 7948009 0 0 7757640 0 190369 ENCANA CORP COM 292505104 37660307 1230729 1230729 0 0 1228267 0 2462 ENERGEN CORP COM 29265N108 1903550 69220 69220 0 0 69220 0 0 ENERGY EAST CORP COM 29266M109 80172822 3547470 3401970 0 145500 3310300 0 237170 ENGINEERED SUPPORT SYS INC COM 292866100 3650540 69800 69800 0 0 69800 0 0 ENI S P A SPON ADR 26874R108 17744000 221800 221800 0 0 221800 0 0 ENSCO INTL INC COM 26874Q100 4518072 165740 165740 0 0 165740 0 0 ------------ PAGE TOTAL 1573692013
MFS 13F REPORT DATE: 020630 PAGE: 15
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- ENTERCOM COMMUNICATIONS CORP CL A 293639100 79252179 1726627 1726627 0 0 1700077 0 26550 ENTERGY CORP NEW COM 29364G103 50554104 1191190 1191190 0 0 1191190 0 0 EPRESENCE INC COM 294348107 4721228 1258994 1258994 0 0 1170614 0 88380 EQUITABLE RES INC COM 294549100 78991185 2302950 2302950 0 0 2300630 0 2320 EQUITY OFFICE PROPERTIES TRU COM 294741103 69145479 2297192 2164572 0 132620 2087662 0 209530 EQUITY RESIDENTIAL SH BEN INT 29476L107 37506963 1304590 1304590 0 0 1304590 0 0 ESS TECHNOLOGY INC COM 269151106 922236 52579 52579 0 0 52579 0 0 ETHAN ALLEN INTERIORS INC COM 297602104 20816951 597330 597330 0 0 581130 0 16200 EXELON CORP COM 30161N101 76101991 1455105 1455105 0 0 1454354 0 751 EXPEDITORS INTL WASH INC COM 302130109 2937976 88600 88600 0 0 88600 0 0 EXPRESS SCRIPTS INC COM 302182100 175549561 3503284 3503284 0 0 3503130 0 154 EXTREME NETWORKS INC COM 30226D106 2420187 239860 239860 0 0 239860 0 0 EXXON MOBIL CORP COM 30231G102 1105834274 27024298 26319238 0 705060 25783003 0 1241295 F&M BANCORP MD COM 302367107 2053296 58200 58200 0 0 56500 0 1700 FAIRCHILD SEMICONDUCTOR INTL CL A 303726103 65489788 2695053 2695053 0 0 2669053 0 26000 FAMILY DLR STORES INC COM 307000109 128327696 3640502 3640502 0 0 3626570 0 13932 FASTENAL CO COM 311900104 1311266 34050 34050 0 0 34050 0 0 FEDERAL AGRIC MTG CORP CL C 313148306 2539170 95100 95100 0 0 90700 0 4400 FEDERAL HOME LN MTG CORP COM 313400301 1092192581 17846284 17726674 0 119610 17598058 0 248226 FEDERAL NATL MTG ASSN COM 313586109 368148716 4991847 4891707 0 100140 4814942 0 176905 FEDERATED DEPT STORES INC DE COM 31410H101 1092941 27530 27530 0 0 20100 0 7430 ------------ PAGE TOTAL 3365909767
MFS 13F REPORT DATE: 020630 PAGE: 16
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- FEDERATED INVS INC PA CL B 314211103 8511376 246207 246207 0 0 238837 0 7370 FEDEX CORP COM 31428X106 238294883 4462451 4462451 0 0 4362593 0 99858 FIDELITY NATL FINL INC COM 316326107 3039920 96200 96200 0 0 96200 0 0 FINANCIAL FED CORP COM 317492106 11774464 355724 355724 0 0 350124 0 5600 FINANCIAL INSTNS INC COM 317585404 6027312 159200 159200 0 0 155700 0 3500 FIRST BANCORP P R COM 318672102 4305340 114200 114200 0 0 111200 0 3000 FIRST DATA CORP COM 319963104 857360118 23047315 23047315 0 0 22935083 0 112232 FIRST FED CAP CORP COM 319960100 6367010 288100 288100 0 0 280600 0 7500 FIRST FINL BANKSHARES COM 32020R109 1694480 40500 40500 0 0 39900 0 600 FIRST FINL HLDGS INC COM 320239106 6780454 207100 207100 0 0 202500 0 4600 FIRST HEALTH GROUP CORP COM 320960107 30632747 1092466 1092466 0 0 1064946 0 27520 FIRST NIAGARA FINL GROUP INC COM 33582U100 1715568 61800 61800 0 0 59800 0 2000 FIRST TENN NATL CORP COM 337162101 25953267 677631 677631 0 0 643250 0 34381 FIRSTENERGY CORP COM 337932107 69561583 2083930 2083930 0 0 2082730 0 1200 FISERV INC COM 337738108 116728439 3179745 3179745 0 0 3129693 0 50052 FLEETBOSTON FINL CORP COM 339030108 643460813 19890597 19478667 0 411930 19041398 0 849199 FLEXTRONICS INTL LTD ORD Y2573F102 25028368 3510290 3510290 0 0 3510290 0 0 FLORIDA ROCK INDS INC COM 341140101 922108 25750 25750 0 0 25050 0 700 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 3644911 92935 92935 0 0 92935 0 0 FOOT LOCKER INC COM 344849104 8809038 609622 609622 0 0 609622 0 0 FORD MTR CO CAP TR II PFD TR CV6.5% 345395206 3375000 60000 60000 0 0 60000 0 0 ------------ PAGE TOTAL 2073987198
MFS 13F REPORT DATE: 020630 PAGE: 17
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- FOREST LABS INC COM 345838106 201558396 2846870 2846870 0 0 2831250 0 15620 FORRESTER RESH INC COM 346563109 20796698 1072050 1072050 0 0 1043850 0 28200 FORTUNE BRANDS INC COM 349631101 12038768 214978 214978 0 0 214978 0 0 FOUR SEASONS HOTEL INC NOTE 9/2 35100EAD6 1345140 4982000 4982000 0 0 4982000 0 0 FOX ENTMT GROUP INC CL A 35138T107 239459300 11009623 11009623 0 0 11007356 0 2267 FPL GROUP INC COM 302571104 124369708 2073174 1991124 0 82050 1935449 0 137725 FREEPORT-MCMORAN COPPER & GO CL B 35671D857 1738590 97400 97400 0 0 97400 0 0 FRONTIER FINL CORP WASH COM 35907K105 2788250 95000 95000 0 0 92600 0 2400 FTI CONSULTING INC COM 302941109 227565 6500 6500 0 0 6500 0 0 FUNDTECH LTD ORD M47095100 1170000 292500 292500 0 0 292500 0 0 GALLAGHER ARTHUR J & CO COM 363576109 115996419 3347660 3347660 0 0 3210681 0 136979 GANNETT INC COM 364730101 475125955 6259894 6104684 0 155210 5997098 0 262796 GART SPORTS CO COM 366630101 8703695 305500 305500 0 0 305500 0 0 GARTNER INC COM 366651107 7733570 765700 765700 0 0 744810 0 20890 GENENTECH INC COM NEW 368710406 21143190 631140 631140 0 0 631140 0 0 GENERAL DYNAMICS CORP COM 369550108 98304197 924346 924346 0 0 916594 0 7752 GENERAL ELEC CO COM 369604103 693255533 23864218 23864218 0 0 23705439 0 158779 GENERAL GROWTH PPTYS INC COM 370021107 212976 4176 4176 0 0 4176 0 0 GENERAL MTRS CORP CL H NEW 370442832 94702369 9105997 9105997 0 0 8789351 0 316646 GENESEE & WYO INC CL A 371559105 4726546 209510 209510 0 0 209510 0 0 GENZYME CORP COM GENL DIV 372917104 278027986 14450519 14450519 0 0 14266418 0 184101 ------------ PAGE TOTAL 2403424850
MFS 13F REPORT DATE: 020630 PAGE: 18
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- GEORGIA GULF CORP COM PAR $0.01 373200203 27143251 1026598 1026598 0 0 1025728 0 870 GEORGIA PAC CORP COM 373298108 2381802 96900 96900 0 0 96900 0 0 GERDAU S A SPON ADR 373737105 1394762 133470 133470 0 0 133470 0 0 GILLETTE CO COM 375766102 346444376 10228650 10030780 0 197870 9886150 0 342500 GLACIER BANCORP INC NEW COM 37637Q105 2048200 83600 83600 0 0 81300 0 2300 GLAXOSMITHKLINE PLC SPON ADR 37733W105 39698765 920231 838431 0 81800 822892 0 97339 GLOBAL PMTS INC COM 37940X102 39496546 1327615 1327615 0 0 1232018 0 95597 GLOBALSANTAFE CORP SHS G3930E101 263446605 9632417 9632417 0 0 9515213 0 117204 GLOBESPANVIRATA INC COM 37957V106 42441768 10966865 10966865 0 0 10638885 0 327980 GOLD FIELDS LTD NEW SPON ADR 38059T106 4558686 406300 406300 0 0 406300 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 812848710 11081782 10954292 0 127490 10761596 0 320186 GOODRICH CORP COM 382388106 524271 19190 19190 0 0 11500 0 7690 GRANT PRIDECO INC COM 38821G101 58741120 4319200 4319200 0 0 4319200 0 0 GREENPOINT FINL CORP COM 395384100 441900 9000 9000 0 0 9000 0 0 GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 9770073 757370 757370 0 0 757370 0 0 GRUPO RADIO CENTRO S A DE C SPON ADR 40049C102 316285 103700 103700 0 0 103700 0 0 GRUPO TELEVISA SA DE CV SP ADR REP ORD 40049J206 930388 24890 24890 0 0 24890 0 0 GUCCI GROUP N V COM NY REG 401566104 10832845 114500 114500 0 0 114500 0 0 GUIDANT CORP COM 401698105 17081794 565061 565061 0 0 414302 0 150759 GUITAR CTR MGMT INC COM 402040109 7991526 430810 430810 0 0 430810 0 0 HAEMONETICS CORP COM 405024100 71439932 2446573 2446573 0 0 2384723 0 61850 ------------ PAGE TOTAL 1759973603
MFS 13F REPORT DATE: 020630 PAGE: 19
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- HALLIBURTON CO COM 406216101 4136398 259498 259498 0 0 259498 0 0 HANCOCK FABRICS INC COM 409900107 3340684 179800 179800 0 0 179800 0 0 HARBOR FLA BANCSHARES INC COM 411901101 5778937 277700 277700 0 0 270600 0 7100 HARLEY DAVIDSON INC COM 412822108 676788866 13200485 13200485 0 0 13095754 0 104731 HARLEYSVILLE NATL CORP PA COM 412850109 2371478 87800 87800 0 0 85500 0 2300 HARMAN INTL INDS INC COM 413086109 4856050 98600 98600 0 0 98600 0 0 HARRAHS ENTMT INC COM 413619107 22589185 509339 509339 0 0 504169 0 5170 HARTFORD FINL SVCS GROUP INC COM 416515104 375285376 6310499 6189709 0 120790 6105802 0 204697 HARVARD BIOSCIENCE INC COM 416906105 460979 82465 82465 0 0 78595 0 3870 HCA INC COM 404119109 261031500 5495400 5495400 0 0 5474065 0 21335 HDFC BANK LTD ADR REPS 3 SHS 40415F101 743040 57600 57600 0 0 57600 0 0 HEALTH MGMT ASSOC INC NEW CL A 421933102 4754393 235950 235950 0 0 235950 0 0 HEALTH NET INC COM 42222G108 5594930 209000 209000 0 0 209000 0 0 HEALTHCARE RLTY TR COM 421946104 3296000 103000 103000 0 0 103000 0 0 HEALTHSOUTH CORP COM 421924101 246153974 19245815 19245815 0 0 18778025 0 467790 HEARST-ARGYLE TELEVISION INC COM 422317107 39566230 1754600 1754600 0 0 1721900 0 32700 HEARTLAND EXPRESS INC COM 422347104 28390839 1186412 1186412 0 0 1171492 0 14920 HENRY JACK & ASSOC INC COM 426281101 96041337 5754424 5754424 0 0 5533490 0 220934 HERLEY INDS INC DEL COM 427398102 8428854 397400 397400 0 0 397200 0 200 HEWLETT PACKARD CO COM 428236103 135869607 8891990 8891990 0 0 8473894 0 418096 HI / FN INC COM 428358105 2420225 369500 369500 0 0 369500 0 0 ------------ PAGE TOTAL 1927898881
MFS 13F REPORT DATE: 020630 PAGE: 20
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- HILTON HOTELS CORP COM 432848109 49969527 3594930 3594930 0 0 3594930 0 0 HISPANIC BROADCASTING CORP CL A 43357B104 65122110 2495100 2495100 0 0 2495100 0 0 HNC SOFTWARE INC COM 40425P107 11210393 671281 671281 0 0 641931 0 29350 HOLLYWOOD ENTMT CORP COM 436141105 5494676 265700 265700 0 0 265700 0 0 HOME DEPOT INC COM 437076102 561655950 15291477 15291477 0 0 15084616 0 206861 HONDA MOTOR LTD AMERN SHS 438128308 315372 15228 15228 0 0 15020 0 208 HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 292000 8000 8000 0 0 8000 0 0 HOT TOPIC INC COM 441339108 3683309 137900 137900 0 0 137900 0 0 HOUSEHOLD INTL INC COM 441815107 73261279 1474070 1474070 0 0 1474070 0 0 HUDSON RIV BANCORP INC COM 444128102 2307645 85500 85500 0 0 83200 0 2300 HUMANA INC COM 444859102 5534583 354100 354100 0 0 354100 0 0 HUNT J B TRANS SVCS INC COM 445658107 29823170 1010270 1010270 0 0 990270 0 20000 HUNTINGTON BANCSHARES INC COM 446150104 2098914 108080 108080 0 0 108080 0 0 HYDRIL CO COM 448774109 10205440 380800 380800 0 0 371700 0 9100 HYPERION SOLUTIONS CORP COM 44914M104 30160606 1653814 1653814 0 0 1606124 0 47690 ICICI BK LTD ADR 45104G104 1829247 261321 261321 0 0 261321 0 0 IDEC PHARMACEUTICALS CORP COM 449370105 460850 13000 13000 0 0 13000 0 0 IDEXX LABS INC COM 45168D104 35215136 1365457 1365457 0 0 1330887 0 34570 ILLINOIS TOOL WKS INC COM 452308109 443491161 6493282 6467152 0 26130 6409073 0 84209 ILLUMINA INC COM 452327109 604800 90000 90000 0 0 90000 0 0 IMMUNEX CORP NEW COM 452528102 6624391 296526 296526 0 0 272426 0 24100 ------------ PAGE TOTAL 1339360558
MFS 13F REPORT DATE: 020630 PAGE: 21
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- IMPATH INC COM 45255G101 39502009 2200669 2200669 0 0 2075495 0 125174 IMS HEALTH INC COM 449934108 219025864 12201998 12201998 0 0 11528914 0 673084 INCO LTD COM 453258402 2364974 104460 104460 0 0 104460 0 0 INDEPENDENCE CMNTY BK CORP COM 453414104 5286320 184000 184000 0 0 179000 0 5000 INDEPENDENT BANK CORP MICH COM 453838104 4102800 130000 130000 0 0 127100 0 2900 INET TECHNOLOGIES INC COM 45662V105 8277323 1226270 1226270 0 0 1176120 0 50150 INFORMATICA CORP COM 45666Q102 12959882 1827910 1827910 0 0 1775660 0 52250 INFOSYS TECHNOLOGIES LTD SPON ADR 456788108 1200128 23440 23440 0 0 23440 0 0 INFOUSA INC NEW COM 456818301 6861422 1254144 1254144 0 0 1214024 0 40120 INGERSOLL-RAND COMPANY LTD CL A G4776G101 27248518 596770 596770 0 0 596590 0 180 INGLES MKTS INC CL A 457030104 933248 73600 73600 0 0 73600 0 0 INHALE THERAPEUTIC SYS INC COM 457191104 34309007 3615280 3615280 0 0 3522240 0 93040 INTEGRATED DEVICE TECHNOLOGY COM 458118106 5541770 305500 305500 0 0 305500 0 0 INTEL CORP COM 458140100 159361354 8722570 8534870 0 187700 8384330 0 338240 INTERNATIONAL BUSINESS MACHS COM 459200101 334067904 4639832 4590132 0 49700 4479295 0 160537 INTERNATIONAL GAME TECHNOLOG COM 459902102 16280271 287130 287130 0 0 287130 0 0 INTERNATIONAL MULTIFOODS COR COM 460043102 1521000 58500 58500 0 0 58500 0 0 INTERNATIONAL RECTIFIER CORP COM 460254105 25194607 864309 864309 0 0 864309 0 0 INTERNET SEC SYS INC COM 46060X107 21599351 1646292 1646292 0 0 1529442 0 116850 INTERSIL CORP CL A 46069S109 97139602 4543480 4543480 0 0 4464599 0 78881 INTERSTATE BAKERIES CORP DEL COM 46072H108 3929413 136060 136060 0 0 136060 0 0 ------------ PAGE TOTAL 1026706767
MFS 13F REPORT DATE: 020630 PAGE: 22
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- INTERWOVEN INC COM 46114T102 4434700 1454000 1454000 0 0 1398100 0 55900 INTL PAPER CO COM 460146103 558874932 12824115 12561475 0 262640 12351919 0 472196 INTUIT COM 461202103 98976162 1990671 1990671 0 0 1975191 0 15480 INVESTMENT TECHNOLOGY GRP NE COM 46145F105 3999210 122300 122300 0 0 113900 0 8400 IRON MTN INC PA COM 462846106 41293496 1338525 1338525 0 0 1338525 0 0 ISTAR FINL INC COM 45031U101 3135000 110000 110000 0 0 110000 0 0 ITT INDS INC IND COM 450911102 34899910 494333 489433 0 4900 484423 0 9910 IVAX CORP COM 465823102 12666110 1172788 1172788 0 0 1035860 0 136928 J D EDWARDS & CO COM 281667105 27591192 2270880 2270880 0 0 2212650 0 58230 J P MORGAN CHASE & CO COM 46625H100 11213511 330587 330587 0 0 326287 0 4300 JACK IN THE BOX INC COM 466367109 51527925 1620375 1620375 0 0 1583635 0 36740 JDA SOFTWARE GROUP INC COM 46612K108 1154704 40860 40860 0 0 40860 0 0 JDS UNIPHASE CORP COM 46612J101 14230299 5329700 5329700 0 0 4966900 0 362800 JEFFERSON SMURFIT GROUP PLC SPON ADR 47508W107 1597680 50720 50720 0 0 50720 0 0 JOHNSON & JOHNSON COM 478160104 493662175 9446272 9446272 0 0 9382938 0 63334 JOHNSON CTLS INC COM 478366107 1140092 13970 13970 0 0 12100 0 1870 JUNIPER NETWORKS INC COM 48203R104 15762935 2789900 2789900 0 0 2595000 0 194900 KANSAS CITY SOUTHERN COM NEW 485170302 425000 25000 25000 0 0 25000 0 0 KB HOME COM 48666K109 34045277 660945 660945 0 0 653545 0 7400 KEANE INC COM 486665102 22338848 1801520 1801520 0 0 1754800 0 46720 KELLOGG CO COM 487836108 401468407 11195438 10795538 0 399900 10403577 0 791861 ------------ PAGE TOTAL 1834437564
MFS 13F REPORT DATE: 020630 PAGE: 23
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- KEMET CORP COM 488360108 15531056 869600 869600 0 0 847900 0 21700 KERR MCGEE CORP COM 492386107 19974150 373000 373000 0 0 372670 0 330 KEYCORP NEW COM 493267108 2675400 98000 98000 0 0 98000 0 0 KEYSPAN CORP COM 49337W100 144299687 3832661 3727311 0 105350 3657030 0 175631 KIMBERLY CLARK CORP COM 494368103 296118448 4776104 4619414 0 156690 4509361 0 266743 KINDER MORGAN INC KANS COM 49455P101 97284055 2558760 2558760 0 0 2558760 0 0 KINDER MORGAN MANAGEMENT LLC SHS 49455U100 52124866 1709012 1709012 0 0 1709012 0 0 KING PHARMACEUTICALS INC COM 495582108 5355353 240690 240690 0 0 240690 0 0 KLA-TENCOR CORP COM 482480100 50682639 1152140 1152140 0 0 1143860 0 8280 KNIGHT TRANSN INC COM 499064103 22172655 956130 956130 0 0 938530 0 17600 KOHLS CORP COM 500255104 190273788 2715094 2715094 0 0 2700394 0 14700 KONINKLIJKE PHILIPS ELECTRS NY REG SH NEW 500472303 15895006 575906 575906 0 0 575906 0 0 KPMG CONSULTING INC COM 48265R109 25369958 1707265 1707265 0 0 1660195 0 47070 KRAFT FOODS INC CL A 50075N104 15907437 388460 388460 0 0 388350 0 110 KROGER CO COM 501044101 209766457 10541028 10541028 0 0 10285790 0 255238 KT CORP SPON ADR 48268K101 28820848 1331217 1331217 0 0 1331217 0 0 L-3 COMMUNICATIONS HLDGS INC COM 502424104 21955320 406580 406580 0 0 406580 0 0 LABONE INC NEW COM 50540L105 649750 25000 25000 0 0 25000 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 206709317 4528134 4528134 0 0 4522234 0 5900 LAM RESEARCH CORP COM 512807108 22951650 1276510 1276510 0 0 1276510 0 0 LAMAR ADVERTISING CO CL A 512815101 93494404 2512615 2512615 0 0 2512615 0 0 ------------ PAGE TOTAL 1538012242
MFS 13F REPORT DATE: 020630 PAGE: 24
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- LAUDER ESTEE COS INC CL A 518439104 34121683 969366 969366 0 0 949003 0 20363 LEAR CORP COM 521865105 1343794 29055 29055 0 0 24055 0 5000 LEE ENTERPRISES INC COM 523768109 25929050 740830 740830 0 0 733230 0 7600 LEGATO SYS INC COM 524651106 17260308 4794530 4794530 0 0 4697090 0 97440 LEGGETT & PLATT INC COM 524660107 375804 16060 16060 0 0 16060 0 0 LEHMAN BROS HLDGS INC COM 524908100 26205446 419153 419153 0 0 414273 0 4880 LENNAR CORP COM 526057104 87286867 1426256 1426256 0 0 1422356 0 3900 LEVEL 3 COMMUNICATIONS INC COM 52729N100 178770 60600 60600 0 0 60600 0 0 LEXMARK INTL NEW CL A 529771107 178429606 3279956 3279956 0 0 3277389 0 2567 LIFEPOINT HOSPITALS INC COM 53219L109 23219156 639470 639470 0 0 629720 0 9750 LILLY ELI & CO COM 532457108 611050516 10834229 10834229 0 0 10697013 0 137216 LIN TV CORP CL A 532774106 23263594 860340 860340 0 0 831040 0 29300 LINCARE HLDGS INC COM 532791100 184707098 5718486 5718486 0 0 5445629 0 272857 LINEAR TECHNOLOGY CORP COM 535678106 317169779 10091307 10091307 0 0 10051197 0 40110 LINENS N THINGS INC COM 535679104 14462648 440800 440800 0 0 436400 0 4400 LIZ CLAIBORNE INC COM 539320101 254400 8000 8000 0 0 4800 0 3200 LOCKHEED MARTIN CORP COM 539830109 159150135 2289930 2289930 0 0 2272140 0 17790 LOEWS CORP COM 540424108 471611 8900 8900 0 0 5300 0 3600 LOEWS CORP CAROLNA GP STK 540424207 5319924 196670 196670 0 0 196670 0 0 LOWES COS INC COM 548661107 528219875 11634799 11634799 0 0 11564979 0 69820 LSI LOGIC CORP COM 502161102 2585275 295460 295460 0 0 295460 0 0 ------------ PAGE TOTAL 2241005337
MFS 13F REPORT DATE: 020630 PAGE: 25
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- LTX CORP COM 502392103 26146966 1831020 1831020 0 0 1803240 0 27780 LYONDELL CHEMICAL CO COM 552078107 2979079 197290 197290 0 0 197290 0 0 M & T BK CORP COM 55261F104 4648192 54200 54200 0 0 54200 0 0 M D C HLDGS INC COM 552676108 878800 16900 16900 0 0 15100 0 1800 MACRONIX INTL LTD SPON ADR 556103109 152711 26100 26100 0 0 26100 0 0 MACROVISION CORP COM 555904101 66812729 5096318 5096318 0 0 4853470 0 242848 MAF BANCORP INC COM 55261R108 5722720 152200 152200 0 0 148800 0 3400 MAHANAGAR TEL NIGAM LTD SPONS ADR 2001 559778402 147000 25000 25000 0 0 25000 0 0 MANDALAY RESORT GROUP COM 562567107 278457 10100 10100 0 0 6100 0 4000 MANHATTAN ASSOCS INC COM 562750109 11373899 353666 353666 0 0 351966 0 1700 MANITOWOC INC COM 563571108 218973 6170 6170 0 0 6170 0 0 MANPOWER INC COM 56418H100 23364364 635765 635765 0 0 635765 0 0 MARATHON OIL CORP COM 565849106 1327958 48966 48966 0 0 36936 0 12030 MARSH & MCLENNAN COS INC COM 571748102 29454982 304917 304917 0 0 304760 0 157 MARSH SUPERMARKETS INC CL B 571783208 593530 42700 42700 0 0 42700 0 0 MARTEK BIOSCIENCES CORP COM 572901106 486557 23258 23258 0 0 23258 0 0 MARTIN MARIETTA MATLS INC COM 573284106 20545551 526809 526809 0 0 512369 0 14440 MATTEL INC COM 577081102 4060008 192600 192600 0 0 192600 0 0 MATTSON TECHNOLOGY INC COM 577223100 1889857 409060 409060 0 0 398950 0 10110 MAXIM INTEGRATED PRODS INC COM 57772K101 112624656 2938290 2938290 0 0 2932159 0 6131 MB FINANCIAL INC NEW COM 55264U108 5922420 177000 177000 0 0 173100 0 3900 ------------ PAGE TOTAL 319629409
MFS 13F REPORT DATE: 020630 PAGE: 26
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- MBIA INC COM 55262C100 553994 9800 9800 0 0 9800 0 0 MCCLATCHY CO CL A 579489105 39144313 609250 609250 0 0 605250 0 4000 MCCORMICK & CO INC COM NON VTG 579780206 9073528 352370 352370 0 0 352370 0 0 MCDATA CORP CL B 580031102 27604774 3101660 3101660 0 0 3020960 0 80700 MCDATA CORP CL A 580031201 59601377 6765196 6765196 0 0 6467059 0 298137 MCDONALDS CORP COM 580135101 21932247 770905 770905 0 0 770905 0 0 MCGRAW HILL COS INC COM 580645109 154128266 2581713 2581713 0 0 2495548 0 86165 MCKESSON CORP COM 58155Q103 418233 12790 12790 0 0 12790 0 0 MDU RES GROUP INC COM 552690109 30782961 1170900 1170900 0 0 1170900 0 0 MED-DESIGN CORP COM 583926100 4820150 372500 372500 0 0 372500 0 0 MEDICIS PHARMACEUTICAL CORP CL A NEW 584690309 15624076 365390 365390 0 0 356240 0 9150 MEDIMMUNE INC COM 584699102 41483112 1571330 1571330 0 0 1561730 0 9600 MEDTRONIC INC COM 585055106 112869471 2634060 2634060 0 0 2617270 0 16790 MELLON FINL CORP COM 58551A108 522516615 16624773 16355013 0 269760 16161389 0 463384 MERCK & CO INC COM 589331107 310294220 6127453 5966743 0 160710 5776024 0 351429 MERCURY INTERACTIVE CORP COM 589405109 2990999 130270 130270 0 0 126670 0 3600 MEREDITH CORP COM 589433101 20384943 531550 531550 0 0 531550 0 0 MERRILL LYNCH & CO INC COM 590188108 762526588 18827817 18667717 0 160100 18439345 0 388472 METLIFE INC COM 59156R108 474630854 16480238 16231888 0 248350 15757019 0 723219 METRO GOLDWYN MAYER INC COM 591610100 1334970 114100 114100 0 0 114100 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 18850857 511279 511279 0 0 496119 0 15160 ------------ PAGE TOTAL 2631566548
MFS 13F REPORT DATE: 020630 PAGE: 27
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- MGIC INVT CORP WIS COM 552848103 339000 5000 5000 0 0 5000 0 0 MGM MIRAGE COM 552953101 2868750 85000 85000 0 0 85000 0 0 MICHAELS STORES INC COM 594087108 64443600 1652400 1652400 0 0 1620320 0 32080 MICREL INC COM 594793101 7909000 550000 550000 0 0 550000 0 0 MICROCHIP TECHNOLOGY INC COM 595017104 96368585 3513255 3513255 0 0 3488655 0 24600 MICRON TECHNOLOGY INC COM 595112103 65928341 3260551 3260551 0 0 3233671 0 26880 MICROSOFT CORP COM 594918104 1240009944 22669286 22669286 0 0 22554987 0 114299 MICROTUNE INC DEL COM 59514P109 7680420 862000 862000 0 0 862000 0 0 MID ATLANTIC MED SVCS INC COM 59523C107 10160535 324100 324100 0 0 324100 0 0 MIRANT CORP COM 604675108 19321056 2646720 2646720 0 0 2639310 0 7410 MOBILE TELESYSTEMS OJSC SPON ADR 607409109 4221366 139365 139365 0 0 139365 0 0 MOLEX INC COM 608554101 14305239 426640 426640 0 0 426640 0 0 MOODYS CORP COM 615369105 45272500 910000 910000 0 0 910000 0 0 MORGAN STANLEY DEAN WITTER&C COM NEW 617446448 234915800 5453013 5453013 0 0 5450723 0 2290 MOTOROLA INC COM 620076109 226533473 15526626 15526626 0 0 15409334 0 117292 MOVIE GALLERY INC COM 624581104 15200064 719700 719700 0 0 719700 0 0 MPS GROUP INC COM 553409103 11061594 1301364 1301364 0 0 1251897 0 49467 MYLAN LABS INC COM 628530107 58687733 1872017 1872017 0 0 1838617 0 33400 NATIONAL CITY CORP COM 635405103 134435502 4043173 3807073 0 236100 3655746 0 387427 NATIONAL COMMERCE FINL CORP COM 63545P104 18957040 720800 720800 0 0 720800 0 0 NATIONAL FUEL GAS CO N J COM 636180101 165722537 7362174 7044014 0 318160 6847346 0 514828 ------------ PAGE TOTAL 2444342079
MFS 13F REPORT DATE: 020630 PAGE: 28
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- NATIONAL GRID GROUP PLC SPON ADR 636274102 6035671 171663 115513 0 56150 104675 0 66988 NATIONAL PENN BANCSHARES INC COM 637138108 1878540 71700 71700 0 0 69800 0 1900 NATIONAL PROCESSING INC COM 637229105 6380108 247291 247291 0 0 231691 0 15600 NATIONAL SEMICONDUCTOR CORP COM 637640103 15810140 542000 542000 0 0 542000 0 0 NATIONAL-OILWELL INC COM 637071101 14210855 675100 675100 0 0 665400 0 9700 NATIONWIDE FINL SVCS INC CL A 638612101 46630935 1180530 1180530 0 0 1179570 0 960 NBTY INC COM 628782104 4366289 282060 282060 0 0 282060 0 0 NCO GROUP INC COM 628858102 13376840 614180 614180 0 0 597420 0 16760 NDCHEALTH CORP COM 639480102 29407214 1054022 1054022 0 0 1028312 0 25710 NETEGRITY INC COM 64110P107 9753535 1583366 1583366 0 0 1543636 0 39730 NETSCREEN TECHNOLOGIES INC COM 64117V107 4827872 525912 525912 0 0 525912 0 0 NETWORK APPLIANCE INC COM 64120L104 33408914 2685604 2685604 0 0 2537192 0 148412 NETWORKS ASSOCS INC COM 640938106 11688893 606585 606585 0 0 606585 0 0 NEW YORK CMNTY BANCORP INC COM 649445103 2241170 82700 82700 0 0 82700 0 0 NEW YORK TIMES CO CL A 650111107 196341639 3812459 3812459 0 0 3789038 0 23421 NEWELL RUBBERMAID INC COM 651229106 13734404 391740 391740 0 0 391740 0 0 NEWFIELD EXPL CO COM 651290108 95252623 2562621 2562621 0 0 2457081 0 105540 NEWMONT MINING CORP COM 651639106 3112864 118225 118225 0 0 118225 0 0 NEWS CORP LTD ADR NEW 652487703 10323430 450215 450215 0 0 433336 0 16879 NEXEN INC COM 65334H102 9107550 333000 333000 0 0 333000 0 0 NEXTEL COMMUNICATIONS INC CL A 65332V103 48150 15000 15000 0 0 15000 0 0 ------------ PAGE TOTAL 527937635
MFS 13F REPORT DATE: 020630 PAGE: 29
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- NICOR INC COM 654086107 99904046 2183695 2026385 0 157310 1930093 0 253602 NIKE INC CL B 654106103 287366997 5356328 5320428 0 35900 5148676 0 207652 NISOURCE INC COM 65473P105 213225617 9767550 9603090 0 164460 9491250 0 276300 NOBLE CORPORATION SHS G65422100 271954949 7045465 7045465 0 0 6987374 0 58091 NOKIA CORP SPON ADR 654902204 68852617 4755015 4755015 0 0 4754588 0 427 NORFOLK SOUTHERN CORP COM 655844108 9982325 426960 426960 0 0 426960 0 0 NORTH FORK BANCORPORATION NY COM 659424105 4199955 105500 105500 0 0 105500 0 0 NORTHERN TR CORP COM 665859104 2013542 45700 45700 0 0 45700 0 0 NORTHROP GRUMMAN CORP COM 666807102 746027875 5968223 5907183 0 61040 5826698 0 141525 NOVELLUS SYS INC COM 670008101 97089584 2855576 2855576 0 0 2820916 0 34660 NOVEN PHARMACEUTICALS INC COM 670009109 53555100 2100200 2100200 0 0 2045870 0 54330 NSTAR COM 67019E107 128233441 2863632 2682372 0 181260 2559495 0 304137 NVIDIA CORP COM 67066G104 224302 13056 13056 0 0 13056 0 0 O REILLY AUTOMOTIVE INC COM 686091109 31547656 1144690 1144690 0 0 1122580 0 22110 OCCIDENTAL PETE CORP DEL COM 674599105 129077710 4304025 4304025 0 0 4301455 0 2570 OCEAN ENERGY INC DEL COM 67481E106 4513861 208300 208300 0 0 208300 0 0 ODYSSEY HEALTHCARE INC COM 67611V101 4321000 119200 119200 0 0 119200 0 0 OFFICE DEPOT INC COM 676220106 6305578 375332 375332 0 0 362372 0 12960 OIL STS INTL INC COM 678026105 1029826 86540 86540 0 0 86540 0 0 OLIN CORP COM PAR $1 680665205 2383340 107600 107600 0 0 107600 0 0 OMNICARE INC COM 681904108 1273610 48500 48500 0 0 48500 0 0 ------------ PAGE TOTAL 2163082931
MFS 13F REPORT DATE: 020630 PAGE: 30
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- OMNICOM GROUP INC COM 681919106 32931116 719020 719020 0 0 714220 0 4800 ONESOURCE INFORMATION SVCS I COM 68272J106 1158430 172900 172900 0 0 172900 0 0 ORACLE CORP COM 68389X105 776706038 82017533 81572033 0 445500 80915478 0 1102055 ORTHODONTIC CTRS AMER INC COM 68750P103 32625201 1415410 1415410 0 0 1379070 0 36340 OSTEOTECH INC COM 688582105 6147822 831911 831911 0 0 808791 0 23120 OUTBACK STEAKHOUSE INC COM 689899102 189518343 5399383 5399383 0 0 5282160 0 117223 OWENS ILL INC COM NEW 690768403 29911540 2176968 2176968 0 0 2166668 0 10300 OWENS ILL INC PFD CONV $.01 690768502 2728320 117600 117600 0 0 117600 0 0 P A M TRANSN SVCS INC COM 693149106 4558996 189800 189800 0 0 189800 0 0 P F CHANGS CHINA BISTRO INC COM 69333Y108 9703753 308840 308840 0 0 308840 0 0 P T TELEKOMUNIKASI INDONESIA SPON ADR 715684106 2502720 284400 284400 0 0 284293 0 107 PACIFIC CAP BANCORP NEW COM 69404P101 5644325 236362 236362 0 0 231162 0 5200 PACIFIC NORTHWEST BANCORP COM 69466M103 6295320 201000 201000 0 0 196600 0 4400 PACTIV CORP COM 695257105 5940480 249600 249600 0 0 249600 0 0 PALL CORP COM 696429307 59992213 2891191 2607521 0 283670 2437711 0 453480 PALM INC COM 696642107 179872 102200 102200 0 0 102200 0 0 PANERA BREAD CO CL A 69840W108 5411790 157000 157000 0 0 157000 0 0 PAPA JOHNS INTL INC COM 698813102 18527109 554870 554870 0 0 538910 0 15960 PARK PL ENTMT CORP COM 700690100 326975 31900 31900 0 0 19200 0 12700 PARTNER COMMUNICATIONS CO LT ADR 70211M109 47010642 11193010 11193010 0 0 11193010 0 0 PATTERSON DENTAL CO COM 703412106 2341603 46525 46525 0 0 46525 0 0 ------------ PAGE TOTAL 1240162608
MFS 13F REPORT DATE: 020630 PAGE: 31
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- PENNEY J C INC COM 708160106 368615 16740 16740 0 0 10100 0 6640 PENTAIR INC COM 709631105 3654080 76000 76000 0 0 76000 0 0 PEOPLESOFT INC COM 712713106 285817287 19208151 19208151 0 0 19026339 0 181812 PEPSI BOTTLING GROUP INC COM 713409100 104988268 3408710 3408710 0 0 3383110 0 25600 PEPSICO INC COM 713448108 682967249 14169445 13957535 0 211910 13750779 0 418666 PERFORMANCE FOOD GROUP CO COM 713755106 1102820 32570 32570 0 0 32570 0 0 PEROT SYS CORP CL A 714265105 4188294 384600 384600 0 0 369900 0 14700 PETCO ANIMAL SUPPLIES COM NEW 716016209 18000215 722610 722610 0 0 715710 0 6900 PETROLEO BRASILEIRO SA PETRO SPON ADR 71654V408 8208815 435250 435250 0 0 435250 0 0 PETSMART INC COM 716768106 28423201 1772020 1772020 0 0 1772020 0 0 PFF BANCORP INC COM 69331W104 4577280 119200 119200 0 0 116200 0 3000 PFIZER INC COM 717081103 2229221295 63692037 63337187 0 354850 62783175 0 908862 PG&E CORP COM 69331C108 31445861 1757734 1757734 0 0 1751724 0 6010 PHARMACEUTICAL PROD DEV INC COM 717124101 53995156 2049930 2049930 0 0 2007130 0 42800 PHARMACIA CORP COM 71713U102 228589632 6103862 6103862 0 0 6086935 0 16927 PHELPS DODGE CORP COM 717265102 24163058 586482 538382 0 48100 510082 0 76400 PHILIP MORRIS COS INC COM 718154107 873432269 19996160 19677460 0 318700 19404080 0 592080 PIER 1 IMPORTS INC COM 720279108 28000140 1333340 1333340 0 0 1282820 0 50520 PINNACLE WEST CAP CORP COM 723484101 121257021 3069798 2929858 0 139940 2850078 0 219720 PLACER DOME INC COM 725906101 3470616 309600 309600 0 0 309600 0 0 PLAYBOY ENTERPRISES INC CL B 728117300 27345677 2144759 2144759 0 0 2091789 0 52970 ------------ PAGE TOTAL 4763216850
MFS 13F REPORT DATE: 020630 PAGE: 32
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- PLAYTEX PRODS INC COM 72813P100 3978240 307200 307200 0 0 307200 0 0 PNC FINL SVCS GROUP INC COM 693475105 66658412 1275027 1235342 0 39685 1211612 0 63415 PORTUGAL TELECOM SGPS S A SPON ADR 737273102 6617206 930690 930690 0 0 930690 0 0 POSCO SPON ADR 693483109 2401396 88060 88060 0 0 88060 0 0 PPG INDS INC COM 693506107 155581317 2513430 2405780 0 107650 2336498 0 176932 PPL CORP COM 69351T106 44977884 1359670 1359670 0 0 1353580 0 6090 PRAXAIR INC COM 74005P104 647079901 11358257 11224527 0 133730 10860096 0 498161 PRECISE SOFTWARE SOLUTIONS L ORD M41450103 703644 73680 73680 0 0 73680 0 0 PREMCOR INC COM 74045Q104 3972454 154450 154450 0 0 149420 0 5030 PRIDE INTL INC DEL COM 74153Q102 24795684 1583377 1583377 0 0 1562717 0 20660 PRIME HOSPITALITY CORP COM 741917108 10557103 812710 812710 0 0 812510 0 200 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 22147485 714435 714435 0 0 663600 0 50835 PROBUSINESS SERVICES INC COM 742674104 11589610 795498 795498 0 0 773248 0 22250 PROCTER & GAMBLE CO COM 742718109 705520455 7900565 7748485 0 152080 7611302 0 289263 PROGRESS ENERGY INC COM 743263105 10371990 199423 199423 0 0 199423 0 0 PROQUEST COMPANY COM 74346P102 16549390 466180 466180 0 0 462680 0 3500 PROVINCE HEALTHCARE CO COM 743977100 224942 10060 10060 0 0 10060 0 0 PRUDENTIAL FINL INC COM 744320102 15673195 469820 469820 0 0 469820 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 2512699 58030 58030 0 0 58030 0 0 PULTE HOMES INC COM 745867101 9739411 169440 169440 0 0 165140 0 4300 QLOGIC CORP COM 747277101 145421528 3816838 3816838 0 0 3764960 0 51878 ------------ PAGE TOTAL 1907073945
MFS 13F REPORT DATE: 020630 PAGE: 33
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- QUALCOMM INC COM 747525103 4180817 152085 152085 0 0 152085 0 0 QUANEX CORP COM 747620102 2556450 58500 58500 0 0 58500 0 0 QUEBECOR WORLD INC COM NON-VTG 748203106 808500 30000 30000 0 0 30000 0 0 QUEST DIAGNOSTICS INC COM 74834L100 34694586 403191 403191 0 0 403191 0 0 QUESTAR CORP COM 748356102 17868721 723430 723430 0 0 723430 0 0 RADIANT SYSTEMS INC COM 75025N102 5738230 440386 440386 0 0 424306 0 16080 RADIO ONE INC CL D NON VTG 75040P405 15493648 1041940 1041940 0 0 1023640 0 18300 RAMBUS INC DEL COM 750917106 238701 58362 58362 0 0 58362 0 0 RARE HOSPITALITY INTL INC COM 753820109 13380855 497060 497060 0 0 484810 0 12250 RATIONAL SOFTWARE CORP COM NEW 75409P202 191352908 23307297 23307297 0 0 22939177 0 368120 REED ELSEVIER P L C SPON ADR 758205108 53425554 1369886 1227756 0 142130 1184780 0 185106 REGIONS FINL CORP COM 758940100 9001564 256090 256090 0 0 256090 0 0 REGIS CORP MINN COM 758932107 36670943 1357228 1357228 0 0 1316598 0 40630 RELIANT RES INC COM 75952B105 200664 22933 22933 0 0 22933 0 0 RENAISSANCE LEARNING INC COM 75968L105 2679150 132500 132500 0 0 127100 0 5400 RENAL CARE GROUP INC COM 759930100 14881601 477740 477740 0 0 465500 0 12240 REPUBLIC SVCS INC COM 760759100 1598066 83800 83800 0 0 83800 0 0 RETEK INC COM 76128Q109 36498649 1502002 1502002 0 0 1479702 0 22300 REYNOLDS R J TOB HLDGS INC COM 76182K105 12484083 232262 232262 0 0 232262 0 0 ROADWAY CORP COM 769742107 1695896 47200 47200 0 0 47200 0 0 ROBERT HALF INTL INC COM 770323103 43953260 1886406 1886406 0 0 1886406 0 0 ------------ PAGE TOTAL 499402843
MFS 13F REPORT DATE: 020630 PAGE: 34
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- ROCKWELL AUTOMATION INC COM 773903109 3744592 187417 187417 0 0 177497 0 9920 ROCKWELL COLLINS INC COM 774341101 4404475 160630 160630 0 0 160630 0 0 ROHM & HAAS CO COM 775371107 8272593 204312 204312 0 0 204206 0 106 ROSLYN BANCORP INC COM 778162107 460613 21100 21100 0 0 21100 0 0 ROSTELECOM OPEN JT STK LNG D SPON ADR 778529107 610800 101800 101800 0 0 101800 0 0 ROWAN COS INC COM 779382100 26501475 1235500 1235500 0 0 1220800 0 14700 ROYAL CARIBBEAN CRUISES LTD NOTE 5/1 780153AM4 1812500 5000000 5000000 0 0 5000000 0 0 ROYAL DUTCH PETE CO NY REG GLD1.25 780257804 35672142 645416 645416 0 0 641466 0 3950 RSA SEC INC COM 749719100 9347653 1943379 1943379 0 0 1801259 0 142120 RYDER SYS INC COM 783549108 1345289 49660 49660 0 0 49660 0 0 S1 CORPORATION COM 78463B101 59190501 8009540 8009540 0 0 7424838 0 584702 SABRE HLDGS CORP CL A 785905100 209959804 5864799 5864799 0 0 5776600 0 88199 SAFECO CORP COM 786429100 103055311 3336203 3189833 0 146370 2904876 0 431327 SAFEWAY INC COM NEW 786514208 189525124 6492810 6492810 0 0 6266445 0 226365 SANDY SPRING BANCORP INC COM 800363103 3973740 123600 123600 0 0 120900 0 2700 SAP AKTIENGESELLSCHAFT SPON ADR 803054204 1382101 56900 56900 0 0 56900 0 0 SAPPI LTD SPON ADR NEW 803069202 2201561 157030 157030 0 0 157030 0 0 SBA COMMUNICATIONS CORP COM 78388J106 3082917 2186466 2186466 0 0 1830416 0 356050 SBC COMMUNICATIONS INC COM 78387G103 111189183 3645547 3645547 0 0 3634323 0 11224 SCHEIN HENRY INC COM 806407102 5041850 113300 113300 0 0 113300 0 0 SCHERING PLOUGH CORP COM 806605101 77993906 3170484 3170484 0 0 3167274 0 3210 ------------ PAGE TOTAL 858768130
MFS 13F REPORT DATE: 020630 PAGE: 35
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- SCHLUMBERGER LTD COM 806857108 206452607 4439841 4305641 0 134200 4217810 0 222031 SCHOLASTIC CORP COM 807066105 144218028 3805225 3805225 0 0 3593785 0 211440 SCHWAB CHARLES CORP NEW COM 808513105 29890560 2668800 2668800 0 0 2662600 0 6200 SCIENTIFIC ATLANTA INC COM 808655104 507877 30874 30874 0 0 30874 0 0 SCRIPPS E W CO OHIO CL A 811054204 53845330 699290 699290 0 0 691090 0 8200 SEACOAST FINL SVCS CORP COM 81170Q106 4675555 186500 186500 0 0 181800 0 4700 SEALED AIR CORP NEW COM 81211K100 2367876 58800 58800 0 0 58800 0 0 SEARS ROEBUCK & CO COM 812387108 943356887 17373055 16978775 0 394280 16702234 0 670821 SELECT MEDICAL CORP COM 816196109 12187082 778230 778230 0 0 758740 0 19490 SEMCO ENERGY INC INCOME PRIDES 78412D307 1004202 118700 118700 0 0 118700 0 0 SHIRE PHARMACEUTICALS GRP PL SPON ADR 82481R106 95071238 3683504 3683504 0 0 3540427 0 143077 SIEBEL SYS INC COM 826170102 26885967 1890715 1890715 0 0 1816160 0 74555 SILGAN HOLDINGS INC COM 827048109 5762093 142485 142485 0 0 142485 0 0 SILICONWARE PRECISION INDS L SPONSD ADR SPL 827084864 1099101 318580 318580 0 0 318580 0 0 SK TELECOM LTD SPON ADR 78440P108 16052715 647548 647548 0 0 609550 0 37998 SL GREEN RLTY CORP COM 78440X101 297963 8358 8358 0 0 8358 0 0 SMARTFORCE PUB LTD CO SPON ADR 83170A206 19021467 5594549 5594549 0 0 5192169 0 402380 SMITH INTL INC COM 832110100 8434080 123685 123685 0 0 123685 0 0 SMUCKER J M CO COM NEW 832696405 30938435 906488 799374 0 107114 735761 0 170727 SMURFIT-STONE CONTAINER CORP COM 832727101 63193781 4098170 4098170 0 0 4087270 0 10900 SOLECTRON CORP NOTE 11/2 834182AL1 2294250 5700000 5700000 0 0 5700000 0 0 ------------ PAGE TOTAL 1667557094
MFS 13F REPORT DATE: 020630 PAGE: 36
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- SONG NETWORKS HLDG AKTIEBOLA SPON ADR 83544Q101 44387 246593 246593 0 0 246593 0 0 SONIC CORP COM 835451105 48799047 1553615 1553615 0 0 1518683 0 34932 SOUTH FINL GROUP INC COM 837841105 7789368 347600 347600 0 0 338800 0 8800 SOUTHTRUST CORP COM 844730101 202678793 7759525 7543935 0 215590 7201535 0 557990 SOUTHWEST AIRLS CO COM 844741108 51328362 3176260 3176260 0 0 3152410 0 23850 SOVEREIGN BANCORP INC UNIT 11/12/2029 845905306 3280000 40000 40000 0 0 40000 0 0 SPANISH BROADCASTING SYS INC CL A 846425882 13802430 1380243 1380243 0 0 1339638 0 40605 SPDR TR UNIT SER 1 78462F103 1721904 17400 17400 0 0 17400 0 0 SPHERION CORP COM 848420105 16749095 1407487 1407487 0 0 1369507 0 37980 SPRINT CORP COM FON GROUP 852061100 7999144 753925 753925 0 0 753925 0 0 SPRINT CORP PCS COM SER 1 852061506 5741849 1284530 1284530 0 0 1284530 0 0 SPX CORP COM 784635104 134266428 1142693 1142693 0 0 1133753 0 8940 ST JOE CO COM 790148100 1801200 60000 60000 0 0 60000 0 0 ST JUDE MED INC COM 790849103 5830827 78955 78955 0 0 78955 0 0 ST PAUL COS INC COM 792860108 293490466 7540865 7449195 0 91670 7219231 0 321634 STAPLES INC COM 855030102 3179580 161400 161400 0 0 161400 0 0 STARBUCKS CORP COM 855244109 31671325 1274500 1274500 0 0 1274500 0 0 STARWOOD HOTELS&RESORTS WRLD PAIRED CTF 85590A203 152991880 4651623 4651623 0 0 4646983 0 4640 STATE STR CORP COM 857477103 43392078 970740 970740 0 0 969998 0 742 STATION CASINOS INC COM 857689103 12542517 702662 702662 0 0 692352 0 10310 STERIS CORP COM 859152100 26572054 1390479 1390479 0 0 1347059 0 43420 ------------ PAGE TOTAL 1065672733
MFS 13F REPORT DATE: 020630 PAGE: 37
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- STERLING BANCORP COM 859158107 2120580 59400 59400 0 0 57800 0 1600 STERLING FINL CORP COM 859317109 1598688 64050 64050 0 0 62425 0 1625 STMICROELECTRONICS N V NY REGISTRY 861012102 136277147 5601198 5601198 0 0 5600548 0 650 STORAGENETWORKS INC COM 86211E103 16221764 8238580 8238580 0 0 8112810 0 125770 STRYKER CORP COM 863667101 115665611 2161570 2161570 0 0 2130900 0 30670 STUDENT LN CORP COM 863902102 6908193 83392 83392 0 0 78512 0 4880 SUN MICROSYSTEMS INC COM 866810104 6113152 1220190 1220190 0 0 1219490 0 700 SUNCOR ENERGY INC COM 867229106 14461242 809700 809700 0 0 809700 0 0 SUNGARD DATA SYS INC COM 867363103 304311947 11492143 11492143 0 0 11315098 0 177045 SUNRISE ASSISTED LIVING INC COM 86768K106 28037356 1046170 1046170 0 0 1018670 0 27500 SUNTRUST BKS INC COM 867914103 293909202 4340065 4226375 0 113690 4043017 0 297048 SUPERIOR ENERGY SVCS INC COM 868157108 3695615 364100 364100 0 0 354800 0 9300 SUPERVALU INC COM 868536103 1079933 44025 44025 0 0 44025 0 0 SUSQUEHANNA BANCSHARES INC P COM 869099101 5888703 259300 259300 0 0 252500 0 6800 SWIFT TRANSN CO COM 870756103 22108904 948880 948880 0 0 930880 0 18000 SWITCHBOARD INC COM 871045100 8064599 2385976 2385976 0 0 2161108 0 224868 SYLVAN LEARNING SYS INC COM 871399101 25583020 1283000 1283000 0 0 1268370 0 14630 SYMANTEC CORP COM 871503108 2334781 71074 71074 0 0 67474 0 3600 SYNGENTA AG SPON ADR 87160A100 84476371 6947070 6141090 0 805980 5905394 0 1041676 SYSCO CORP COM 871829107 115629417 4247958 4247958 0 0 4217388 0 30570 TAIWAN SEMICONDUCTOR MFG LTD SPON ADR 874039100 144320891 11101607 11101607 0 0 11037698 0 63909 ------------ PAGE TOTAL 1338807116
MFS 13F REPORT DATE: 020630 PAGE: 38
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- TALBOTS INC COM 874161102 110113885 3146111 3146111 0 0 3032090 0 114021 TALISMAN ENERGY INC COM 87425E103 3710879 82190 82190 0 0 82144 0 46 TARGET CORP COM 87612E106 681062532 17875657 17875657 0 0 17823630 0 52027 TARO PHARMACEUTICAL INDS LTD ORD M8737E108 3517149 143440 143440 0 0 143440 0 0 TECHNOLOGY SOLUTIONS CO COM 87872T108 1811850 1415508 1415508 0 0 1378931 0 36577 TEKELEC COM 879101103 18156488 2261082 2261082 0 0 2075062 0 186020 TEKTRONIX INC COM 879131100 67042832 3583262 3583262 0 0 3567302 0 15960 TELEFONICA S A SPON ADR 879382208 34716643 1397048 1397048 0 0 1396937 0 111 TELEFONOS DE MEXICO S A SPON ADR ORD L 879403780 46325541 1444063 1444063 0 0 1443968 0 95 TELEPHONE & DATA SYS INC COM 879433100 128680921 2125201 2125201 0 0 2123331 0 1870 TEMPLE INLAND INC COM 879868107 5791207 100090 100090 0 0 100090 0 0 TENET HEALTHCARE CORP COM 88033G100 461673227 6452456 6452456 0 0 6413286 0 39170 TERADYNE INC COM 880770102 86661726 3687733 3687733 0 0 3679792 0 7941 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 84300735 1262365 1262365 0 0 1262365 0 0 TEXAS INSTRS INC COM 882508104 224191430 9459554 9367354 0 92200 9285722 0 173832 THERMA-WAVE INC COM 88343A108 5535540 486000 486000 0 0 473700 0 12300 TIFFANY & CO NEW COM 886547108 79885766 2269482 2269482 0 0 2183020 0 86462 TIMBERLAND CO CL A 887100105 1201761 33550 33550 0 0 33550 0 0 TJX COS INC NEW COM 872540109 95289304 4859220 4859220 0 0 4821300 0 37920 TOLL BROTHERS INC COM 889478103 17087467 583190 583190 0 0 569290 0 13900 TOO INC COM 890333107 3680600 119500 119500 0 0 119500 0 0 ------------ PAGE TOTAL 2160437482
MFS 13F REPORT DATE: 020630 PAGE: 39
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- TOTAL FINA ELF S A SPON ADR 89151E109 73726435 911328 911328 0 0 908730 0 2598 TRACTOR SUPPLY CO COM 892356106 2946085 41500 41500 0 0 41500 0 0 TRANSOCEAN INC ORD G90078109 79903550 2565122 2565122 0 0 2563212 0 1910 TRANSOCEAN SEDCO FOREX INC DBCV 1.500% 5/1 893830AD1 1792500 2000000 2000000 0 0 2000000 0 0 TRANSWITCH CORP COM 894065101 395200 617500 617500 0 0 617500 0 0 TRAVELERS PPTY CAS CORP NEW CL A 89420G109 267159782 15093773 15093773 0 0 15060620 0 33153 TRIAD HOSPITALS INC COM 89579K109 22267554 525426 525426 0 0 516561 0 8865 TRIBUNE CO NEW COM 896047107 245896061 5652783 5489703 0 163080 5332987 0 319796 TRIBUNE CO NEW SB DB EXCH2%29 896047305 3350000 50000 50000 0 0 50000 0 0 TRICO MARINE SERVICES INC COM 896106101 7021301 1034065 1034065 0 0 1030925 0 3140 TRIGON HEALTHCARE INC COM 89618L100 9726086 96700 96700 0 0 96700 0 0 TUESDAY MORNING CORP COM NEW 899035505 27550464 1484400 1484400 0 0 1467000 0 17400 TXU CORP COM 873168108 107986012 2094782 2058482 0 36300 2016109 0 78673 TYCO INTL LTD NEW COM 902124106 186803594 13827061 13827061 0 0 13802873 0 24188 TYSON FOODS INC CL A 902494103 3209872 206955 206955 0 0 206955 0 0 UCBH HOLDINGS INC COM 90262T308 3827607 100700 100700 0 0 98500 0 2200 UMPQUA HLDGS CORP COM 904214103 4217136 228200 228200 0 0 223100 0 5100 UNILAB CORP NEW COM NEW 904763208 5053455 184500 184500 0 0 184500 0 0 UNILEVER N V N Y SHS NEW 904784709 41834102 645588 645588 0 0 643949 0 1639 UNION PAC CORP COM 907818108 54252792 857345 857345 0 0 856955 0 390 UNITED PARCEL SERVICE INC CL B 911312106 590723533 9566373 9566373 0 0 9473931 0 92442 ------------ PAGE TOTAL 1739643121
MFS 13F REPORT DATE: 020630 PAGE: 40
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- UNITED SURGICAL PARTNERS INT COM 913016309 6498055 209750 209750 0 0 209750 0 0 UNITED TECHNOLOGIES CORP COM 913017109 15740646 231821 231821 0 0 229751 0 2070 UNITEDHEALTH GROUP INC COM 91324P102 497171338 5430599 5430599 0 0 5402832 0 27767 UNIVERSAL HLTH SVCS INC CL B 913903100 5061700 103300 103300 0 0 103300 0 0 UNIVISION COMMUNICATIONS INC CL A 914906102 151630443 4828995 4828995 0 0 4717470 0 111525 UNOCAL CORP COM 915289102 229677110 6217572 5928902 0 288670 5711802 0 505770 UNUMPROVIDENT CORP COM 91529Y106 90391885 3551744 3551744 0 0 3453706 0 98038 UPM KYMMENE CORP SPON ADR 915436109 449502 11400 11400 0 0 11400 0 0 UROLOGIX INC COM 917273104 4423294 345840 345840 0 0 337680 0 8160 US BANCORP DEL COM NEW 902973304 41158508 1762677 1762677 0 0 1761820 0 857 USA INTERACTIVE COM 902984103 93988538 4008040 4008040 0 0 3995960 0 12080 UTSTARCOM INC COM 918076100 571900 28354 28354 0 0 28354 0 0 V F CORP COM 918204108 392100 10000 10000 0 0 6000 0 4000 VALASSIS COMMUNICATIONS INC COM 918866104 3420050 93700 93700 0 0 93700 0 0 VALERO ENERGY CORP NEW COM 91913Y100 2620523 70030 70030 0 0 70030 0 0 VARCO INTL INC DEL COM 922122106 32267286 1839640 1839640 0 0 1801240 0 38400 VARIAN INC COM 922206107 26478554 803598 803598 0 0 780588 0 23010 VARIAN MED SYS INC COM 92220P105 17448260 430290 430290 0 0 430290 0 0 VEECO INSTRS INC DEL COM 922417100 12452361 538830 538830 0 0 525230 0 13600 VERIDIAN CORP DEL COM 92342R203 5538800 244000 244000 0 0 244000 0 0 VERISIGN INC COM 92343E102 137403035 19110297 19110297 0 0 18304750 0 805547 ------------ PAGE TOTAL 1374783887
MFS 13F REPORT DATE: 020630 PAGE: 41
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- VERITAS SOFTWARE CO COM 923436109 443664589 22418625 22418625 0 0 22078431 0 340194 VERITY INC COM 92343C106 12681903 1143544 1143544 0 0 1112074 0 31470 VERIZON COMMUNICATIONS COM 92343V104 344372532 8577149 8468649 0 108500 8385994 0 191155 VIACOM INC CL B 925524308 2313817231 52148236 51863236 0 285000 51281464 0 866772 VIGNETTE CORP COM 926734104 1437657 729775 729775 0 0 729775 0 0 VISTEON CORP COM 92839U107 2840000 200000 200000 0 0 200000 0 0 VISX INC DEL COM 92844S105 20539960 1884400 1884400 0 0 1822100 0 62300 VODAFONE GROUP PLC NEW SPON ADR 92857W100 64117845 4697278 4697278 0 0 4696775 0 503 VOTORANTIM CELULOSE E PAPEL SPON ADR 92906P106 1331694 70460 70460 0 0 70460 0 0 VULCAN MATLS CO COM 929160109 1483506 33870 33870 0 0 33870 0 0 WACHOVIA CORP 2ND NEW COM 929903102 199529100 5226011 5011481 0 214530 4870621 0 355390 WADDELL & REED FINL INC CL A 930059100 3644532 159011 159011 0 0 148541 0 10470 WAL MART STORES INC COM 931142103 1271832355 23120021 23120021 0 0 23005826 0 114195 WALGREEN CO COM 931422109 109871446 2844200 2844200 0 0 2814310 0 29890 WASHINGTON MUT INC COM 939322103 1212384 32670 32670 0 0 23500 0 9170 WASTE MGMT INC DEL COM 94106L109 40242222 1544807 1544807 0 0 1544117 0 690 WEBMD CORP COM 94769M105 42225704 7500125 7500125 0 0 7345545 0 154580 WEBSTER FINL CORP CONN COM 947890109 1603786 41940 41940 0 0 40740 0 1200 WEIGHT WATCHERS INTL INC NEW COM 948626106 3897871 89730 89730 0 0 84830 0 4900 WELLPOINT HEALTH NETWORK NEW COM 94973H108 56852655 730660 730660 0 0 730660 0 0 WELLS FARGO & CO NEW COM 949746101 150960886 3015599 3015599 0 0 3013653 0 1946 ------------ PAGE TOTAL 5088159857
MFS 13F REPORT DATE: 020630 PAGE: 42
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- WENDYS INTL INC COM 950590109 8529993 214160 214160 0 0 214160 0 0 WERNER ENTERPRISES INC COM 950755108 16792855 788027 788027 0 0 774461 0 13566 WESTCORP INC COM 957907108 9677655 302900 302900 0 0 296200 0 6700 WESTWOOD ONE INC COM 961815107 128476673 3844305 3844305 0 0 3826705 0 17600 WEYERHAEUSER CO COM 962166104 2956255 46300 46300 0 0 46300 0 0 WGL HLDGS INC COM 92924F106 62385874 2408721 2258011 0 150710 2159301 0 249420 WHIRLPOOL CORP COM 963320106 2375836 36350 36350 0 0 36350 0 0 WHITEHALL JEWELLERS INC COM 965063100 6391000 308000 308000 0 0 308000 0 0 WHOLE FOODS MKT INC COM 966837106 4582347 95030 95030 0 0 95030 0 0 WILLIAMS COS INC DEL COM 969457100 3574958 596821 596821 0 0 596821 0 0 WILLIAMS SONOMA INC COM 969904101 36371498 1186285 1186285 0 0 1186285 0 0 WILLIS GROUP HOLDINGS LTD SHS G96655108 266252694 8090328 8090328 0 0 7830955 0 259373 WILSON GREATBATCH TECHNOLOGI COM 972232102 22764596 893430 893430 0 0 869560 0 23870 WIMM BILL DANN FOODS OJSC SPNSRD ADR 97263M109 1333520 63200 63200 0 0 63200 0 0 WINTRUST FINANCIAL CORP COM 97650W108 8272601 239300 239300 0 0 233700 0 5600 WORLD WRESTLING ENTMT INC CL A 98156Q108 22969742 1573270 1573270 0 0 1533750 0 39520 WRIGLEY WM JR CO COM 982526105 4090365 73900 73900 0 0 73900 0 0 WYETH COM 983024100 1111657114 21712053 21528583 0 183470 21227111 0 484942 XCEL ENERGY INC COM 98389B100 7726409 460728 460728 0 0 460728 0 0 XILINX INC COM 983919101 83881404 3739697 3739697 0 0 3713997 0 25700 XL CAP LTD CL A G98255105 662423708 7820823 7820823 0 0 7725772 0 95051 ------------ PAGE TOTAL 2473487097
MFS 13F REPORT DATE: 020630 PAGE: 43
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- YAHOO INC COM 984332106 208116 14100 14100 0 0 8500 0 5600 YELLOW CORP COM 985509108 2964600 91500 91500 0 0 91500 0 0 YUM BRANDS INC WHEN ISSUED 988498101 183310306 6267019 6267019 0 0 6039865 0 227154 ZARLINK SEMICONDUCTOR INC COM 989139100 56089459 11019540 11019540 0 0 10851060 0 168480 ZIMMER HLDGS INC COM 98956P102 524202 14700 14700 0 0 8900 0 5800 ZOLL MED CORP COM 989922109 13820045 424840 424840 0 0 413060 0 11780 ------------ PAGE TOTAL 256916728 ------------ GRAND TOTAL 81020161357
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