0000950156-01-500470.txt : 20011119
0000950156-01-500470.hdr.sgml : 20011119
ACCESSION NUMBER: 0000950156-01-500470
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20010930
FILED AS OF DATE: 20011106
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MASSACHUSETTS FINANCIAL SERVICES CO /MA/
CENTRAL INDEX KEY: 0000912938
STANDARD INDUSTRIAL CLASSIFICATION: []
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: 1775794
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 6179545261
MAIL ADDRESS:
STREET 1: 500 BOYLSTON STREET
STREET 2: 15TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02116
13F-HR
1
d57178_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: September 30, 2001
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: 617-954-5000
Signature, Place, and Date of Signing:
/s/ James O. Yost Boston, Massachusetts November 5, 2001
------------- --------------------- -----------------
[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: 788
Form 13F Information Table Value Total: $81,978,271,989
---------------
(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: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
ABBOTT LABS COM 002824100 612276895 11808619 11623679 0 184940 11548359 0 260260
ABITIBI-CONSOLIDATED INC COM 003924107 31022099 4862398 4862398 0 0 4862398 0 0
ACCENTURE LTD BERMUDA CL A G1150G111 137066669 10750327 10716397 0 33930 10632247 0 118080
ACE LTD ORD G0070K103 146372344 5070050 5070050 0 0 5061150 0 8900
ACTIVISION INC NEW COM NEW 004930202 8743745 321225 321225 0 0 321225 0 0
ACXIOM CORP COM 005125109 7123884 757860 757860 0 0 640284 0 117576
ADELPHIA BUSINESS SOLUTIONS CL A 006847107 42400 40000 40000 0 0 40000 0 0
ADELPHIA COMMUNICATIONS CORP CL A 006848105 8723712 392960 392960 0 0 392960 0 0
ADOBE SYS INC COM 00724F101 266366315 11107853 11107853 0 0 10966536 0 141317
ADVANCED FIBRE COMMUNICATIONS COM 00754A105 127993637 8760687 8760687 0 0 8372831 0 387856
ADVANCED MICRO DEVICES INC COM 007903107 32283478 3961163 3961163 0 0 3958723 0 2440
ADVANCEPCS COM 00790K109 25256870 351865 351865 0 0 351865 0 0
AES CORP COM 00130H105 150788802 11761997 11761997 0 0 11744067 0 17930
AES TR III PFD CV
6.75% 00808N202 14775110 448410 448410 0 0 448410 0 0
AFC ENTERPRISES INC COM 00104Q107 3634566 178165 178165 0 0 149500 0 28665
AFFILIATED COMPUTER SERVICES CL A 008190100 240694364 2956570 2956570 0 0 2817124 0 139446
AFLAC INC COM 001055102 307670697 11395211 11395211 0 0 11370211 0 25000
AGCO CORP COM 001084102 47450688 5243170 5243170 0 0 4843729 0 399441
AGL RES INC COM 001204106 19590510 980997 777077 0 203920 716977 0 264020
AIR PRODS & CHEMS INC COM 009158106 304867763 7902223 7653073 0 249150 7456733 0 445490
----------
PAGE TOTAL: 2492744547
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
AKAMAI TECHNOLOGIES INC COM 00971T101 40452207 13901102 13901102 0 0 13238914 0 662188
AKZO NOBEL NV SPONSORED
ADR 010199305 49287279 1212181 1001511 0 210670 1001511 0 210670
ALCAN INC COM 013716105 39193830 1306461 1306461 0 0 1306461 0 0
ALCOA INC COM 013817101 365357184 11781915 11320285 0 461630 11128443 0 653472
ALKERMES INC COM 01642T108 2447500 125000 125000 0 0 125000 0 0
ALLEGIANCE TELECOM INC COM 01747T102 3493966 1160786 1160786 0 0 1160786 0 0
ALLERGAN INC COM 018490102 196410700 2962454 2962454 0 0 2960504 0 1950
ALLSTATE CORP COM 020002101 290637382 7781456 7493156 0 288300 7285356 0 496100
ALLTEL CORP COM 020039103 36203625 624739 624739 0 0 624585 0 154
ALSTOM SPONSORED
ADR 021244108 5994074 378175 229505 0 148670 229505 0 148670
ALTERA CORP COM 021441100 81397494 4969322 4969322 0 0 4969322 0 0
AMDOCS LTD ORD G02602103 177266153 6651638 6651638 0 0 6586973 0 64665
AMERICAN AXLE & MFG HLDGS INC COM 024061103 2152634 168834 168834 0 0 168834 0 0
AMERICAN EXPRESS CO COM 025816109 2785924 95868 95868 0 0 95550 0 318
AMERICAN HOME PRODS CORP COM 026609107 1340651652 23015479 22840909 0 174570 22622939 0 392540
AMERICAN INTL GROUP INC COM 026874107 1440749622 18471149 18471149 0 0 18410259 0 60890
AMERICAN STD COS INC DEL COM 029712106 2303125 41875 41875 0 0 41875 0 0
AMERICAN TOWER CORP CL A 029912201 323203868 23268817 23268817 0 0 22601561 0 667256
AMERISOURCEBERGEN CORP COM 03073E105 224485587 3163997 3163997 0 0 3105767 0 58230
AMGEN INC COM 031162100 152018596 2586670 2586670 0 0 2579550 0 7120
ANADARKO PETE CORP COM 032511107 33023171 686838 686838 0 0 686838 0 0
----------
PAGE TOTAL: 4809515573
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
ANADIGICS INC COM 032515108 4716825 386625 386625 0 0 353989 0 32636
ANALOG DEVICES INC COM 032654105 825472064 25243794 25112694 0 131100 25019142 0 224652
ANDRX GROUP COM 034553107 71867998 1107024 1107024 0 0 1107024 0 0
ANHEUSER BUSCH COS INC COM 035229103 206722653 4936071 4936071 0 0 4897614 0 38457
AO TATNEFT SPON ADR
REG S 03737P306 474471 54040 54040 0 0 54040 0 0
AOL TIME WARNER INC COM 00184A105 902327912 27260662 27260662 0 0 27181821 0 78841
APACHE CORP COM 037411105 417882471 9718197 9586057 0 132140 9284738 0 433459
APACHE CORP PFD C
DP 1/50 037411600 1862000 50000 50000 0 0 50000 0 0
APOGENT TECHNOLOGIES INC COM 03760A101 2688750 112500 112500 0 0 101500 0 11000
APOLLO GROUP INC CL A 037604105 14826293 352755 352755 0 0 352755 0 0
APPLEBEES INTL INC COM 037899101 40011233 1356313 1356313 0 0 1212408 0 143905
APPLERA CORP COM AP
BIO GRP 038020103 581735016 23841599 23841599 0 0 23746342 0 95257
APPLIED EXTRUSION TECHNOLOGIES COM 038196101 357630 45500 45500 0 0 45500 0 0
APPLIED MATLS INC COM 038222105 10466347 368015 368015 0 0 368015 0 0
APPLIED MICRO CIRCUITS CORP COM 03822W109 4404050 630050 630050 0 0 630050 0 0
APRIA HEALTHCARE GROUP INC COM 037933108 9515142 367380 367380 0 0 310680 0 56700
AQUILA INC DEL CL A 03840J106 31419468 1441260 1441260 0 0 1435760 0 5500
ARACRUZ CELULOSE S A SPON ADR
CL B 038496204 65325002 4398990 4398990 0 0 4398990 0 0
ARBITRON INC COM 03875Q108 3380892 129239 129239 0 0 90971 0 38268
ARCHER DANIELS MIDLAND CO COM 039483102 108797983 8641619 7895153 0 746466 7673933 0 967686
ARENA PHARMACEUTICALS INC COM 040047102 2387000 217000 217000 0 0 217000 0 0
----------
PAGE TOTAL: 3306641200
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
ARLINGTON HOSPITALITY INC COM 041560103 1820000 520000 520000 0 0 520000 0 0
ARM HLDGS PLC SPONSORED
ADR 042068106 13661195 1294900 1294900 0 0 1294900 0 0
ARMOR HOLDINGS INC COM 042260109 2484900 125500 125500 0 0 125500 0 0
ART TECHNOLOGY GROUP INC COM 04289L107 1578955 2255650 2255650 0 0 2255650 0 0
ARTHROCARE CORP COM 043136100 43860018 2237756 2237756 0 0 1926084 0 311672
ASCENTIAL SOFTWARE CORP COM 04362P108 44342 13437 13437 0 0 13437 0 0
ASM INTL N V COM N07045102 19417118 1688445 1688445 0 0 1674015 0 14430
ASML HLDG NV N Y SHS N07059111 14971852 1335580 1335580 0 0 1331280 0 4300
ASPEN TECHNOLOGY INC COM 045327103 25364820 2536482 2536482 0 0 2122376 0 414106
ASSOCIATED MATLS INC COM 045709102 1286500 62000 62000 0 0 62000 0 0
ASYST TECHNOLOGY CORP COM 04648X107 3977339 439485 439485 0 0 439485 0 0
AT&T CORP COM 001957109 537185392 27833440 27075000 0 758440 26759490 0 1073950
AT&T WIRELESS SVCS INC COM 00209A106 409784390 27428674 27094390 0 334284 26968531 0 460143
ATLANTIS PLASTICS INC COM 049156102 337995 116550 116550 0 0 116550 0 0
ATMEL CORP COM 049513104 199853890 29918247 29918247 0 0 29817797 0 100450
ATMEL CORP SB DB CV
ZRO 18 049513AC8 930000 2000000 2000000 0 0 2000000 0 0
ATMOS ENERGY CORP COM 049560105 35500010 1643519 1643519 0 0 1643519 0 0
AUSTRALIA&NEW ZEALAND BKG GRP SPONSORED
ADR 052528304 545391 13860 13860 0 0 13860 0 0
AUTODESK INC COM 052769106 330859 10320 10320 0 0 6500 0 3820
AUTOMATIC DATA PROCESSING INC COM 053015103 296017687 6292893 6292893 0 0 6284152 0 8741
AVERY DENNISON CORP COM 053611109 3685449 77900 77900 0 0 77900 0 0
----------
PAGE TOTAL: 1612638101
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
AVON PRODS INC COM 054303102 69239025 1497060 1497060 0 0 1493960 0 3100
AWARE INC MASS COM 05453N100 4535972 1151262 1151262 0 0 987946 0 163316
BAKER HUGHES INC COM 057224107 5558574 192006 192006 0 0 191866 0 140
BANCO LATINOAMERICANO DE EXPO CL E P16994132 1040862 35830 35830 0 0 35830 0 0
BANK NEW YORK INC COM 064057102 61404350 1754410 1754410 0 0 1754040 0 370
BANK OF AMERICA CORPORATION COM 060505104 870550871 14906693 14724113 0 182580 14608233 0 298460
BARNES & NOBLE INC COM 067774109 55627717 1540934 1540934 0 0 1540934 0 0
BARR LABS INC COM 068306109 21943973 277561 277561 0 0 273561 0 4000
BAXTER INTL INC COM 071813109 306898685 5574908 5574908 0 0 5558628 0 16280
BCE INC COM 05534B109 88042695 3992866 3992866 0 0 3992266 0 600
BEA SYS INC COM 073325102 94950600 9901001 9901001 0 0 9729746 0 171255
BED BATH & BEYOND INC COM 075896100 21794091 856013 856013 0 0 856013 0 0
BELDEN INC COM 077459105 6528206 347245 347245 0 0 245385 0 101860
BELLSOUTH CORP COM 079860102 16160457 388940 388940 0 0 381800 0 7140
BIOVAIL CORP COM 09067J109 88810389 1914017 1914017 0 0 1914017 0 0
BISYS GROUP INC COM 055472104 187291082 3532461 3532461 0 0 3355211 0 177250
BJ SVCS CO COM 055482103 44585565 2506215 2506215 0 0 2501175 0 5040
BJS WHOLESALE CLUB INC COM 05548J106 68486414 1438488 1438488 0 0 1363018 0 75470
BLYTH INC COM 09643P108 4669794 234781 234781 0 0 165311 0 69470
BMC SOFTWARE INC COM 055921100 193020137 15198436 15198436 0 0 14865336 0 333100
BOEING CO COM 097023105 27619276 824456 824456 0 0 787074 0 37382
----------
PAGE TOTAL: 2238758735
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
BORDERS GROUP INC COM 099709107 2675255 139700 139700 0 0 139700 0 0
BOWATER INC COM 102183100 32740755 743770 743770 0 0 743770 0 0
BP PLC SPONSORED
ADR 055622104 259138094 5270248 5270248 0 0 5265708 0 4540
BRAUN CONSULTING INC COM 105651103 6676380 1854550 1854550 0 0 1658810 0 195740
BRIGHT HORIZON FAMILY SOLUTION COM 109195107 10098918 374034 374034 0 0 292994 0 81040
BRINKER INTL INC COM 109641100 25070504 1061410 1061410 0 0 1061410 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 77072221 1387189 1387189 0 0 1374430 0 12759
BROCADE COMMUNICATIONS SYS INC COM 111621108 46892890 3342330 3342330 0 0 3337830 0 4500
BROOKS AUTOMATION INC COM 11434A100 37021842 1392322 1392322 0 0 1357282 0 35040
BUCA INC COM 117769109 7124700 635000 635000 0 0 635000 0 0
BURLINGTON NORTHN SANTA FE CP COM 12189T104 34614420 1293997 1293997 0 0 1282827 0 11170
BUSINESS OBJECTS S A SPONSORED
ADR 12328X107 1243457 63767 63767 0 0 63767 0 0
C H ROBINSON WORLDWIDE INC COM 12541W100 10284854 355140 355140 0 0 298720 0 56420
CABLE DESIGN TECHNOLOGIES CORP COM 126924109 66561829 5617032 5617032 0 0 5162473 0 454559
CACHEFLOW INC COM 126946102 1816950 1211300 1211300 0 0 1211300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 161337185 9689921 9689921 0 0 9689841 0 80
CALIFORNIA PIZZA KITCHEN INC COM 13054D109 21806453 1376670 1376670 0 0 1208500 0 168170
CALPINE CORP COM 131347106 341733512 14981741 14981741 0 0 14927278 0 54463
CANADIAN NATL RY CO COM 136375102 145519942 3824440 3717715 0 106725 3642372 0 182068
CANADIAN NATL RY CO PFD CV
063029 136375409 3537210 65130 65130 0 0 65130 0 0
CANON INC ADR 138006309 512407 18908 18908 0 0 18908 0 0
----------
PAGE TOTAL: 1293479778
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
CAPITAL ONE FINL CORP COM 14040H105 249542807 5421308 5421308 0 0 5397045 0 24263
CARBO CERAMICS INC COM 140781105 3577455 129150 129150 0 0 129150 0 0
CARDINAL HEALTH INC COM 14149Y108 306055608 4138683 4138683 0 0 4127638 0 11045
CAREER EDUCATION CORP COM 141665109 3433650 62430 62430 0 0 62430 0 0
CAREMARK RX INC COM 141705103 262380737 15730260 15730260 0 0 13450180 0 2280080
CARNIVAL CORP COM 143658102 37854934 1719116 1719116 0 0 1713616 0 5500
CARRAMERICA RLTY CORP COM 144418100 9284604 309900 309900 0 0 309900 0 0
CATALINA MARKETING CORP COM 148867104 4827592 172414 172414 0 0 121354 0 51060
CATERPILLAR INC DEL COM 149123101 26569088 593060 519890 0 73170 495900 0 97160
CEC ENTMT INC COM 125137109 51275488 1503680 1503680 0 0 1412870 0 90810
CELESTICA INC SUB VTG
SHS 15101Q108 62667043 2299708 2299708 0 0 2299708 0 0
CEMEX S A SPON ADR
5 ORD 151290889 5701349 277573 277573 0 0 277573 0 0
CENDANT CORP COM 151313103 57356787 4480999 4480999 0 0 4480999 0 0
CENTRA SOFTWARE INC COM 15234X103 2131440 249000 249000 0 0 249000 0 0
CENTURYTEL INC COM 156700106 30070605 897630 897630 0 0 897630 0 0
CEPHALON INC COM 156708109 349160 7000 7000 0 0 7000 0 0
CEPHALON INC SB NT CV
144A 06 156708AB5 1810000 2000000 2000000 0 0 2000000 0 0
CERIDIAN CORP NEW COM 156779100 9358996 645448 645448 0 0 454248 0 191200
CHARLES RIV LABS INTL INC COM 159864107 5376240 152000 152000 0 0 152000 0 0
CHARTER COMMUNICATIONS INC DEL CL A 16117M107 271696828 21946432 21946432 0 0 21808472 0 137960
CHECK POINT SOFTWARE TECH LTD ORD M22465104 50185055 2279067 2279067 0 0 2278822 0 245
----------
PAGE TOTAL: 1451505467
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
CHECKFREE CORP NEW COM 162813109 196762619 11594733 11594733 0 0 10920235 0 674498
CHEESECAKE FACTORY INC COM 163072101 13687425 571500 571500 0 0 571500 0 0
CHEVRON CORPORATION COM 166751107 51430876 606854 606854 0 0 606447 0 407
CHICOS FAS INC COM 168615102 5556175 235931 235931 0 0 235931 0 0
CHUBB CORP COM 171232101 60958932 853647 798827 0 54820 782617 0 71030
CIENA CORP COM 171779101 212536256 20654641 20654641 0 0 20161240 0 493401
CIGNA CORP COM 125509109 617091013 7439313 7439313 0 0 7348448 0 90865
CIRRUS LOGIC INC COM 172755100 41743065 5625750 5625750 0 0 5081650 0 544100
CISCO SYS INC COM 17275R102 598179251 49111597 49111597 0 0 49070510 0 41087
CITIGROUP INC COM 172967101 1284207453 31708826 31307916 0 400910 31086772 0 622054
CITRIX SYS INC COM 177376100 158667656 8013518 8013518 0 0 7670086 0 343432
CITY NATL CORP COM 178566105 2898386 67170 67170 0 0 67170 0 0
CLEAR CHANNEL COMMUNICATIONS COM 184502102 702978313 17684989 17684989 0 0 17642639 0 42350
CLOSURE MED CORP COM 189093107 6081460 315920 315920 0 0 315920 0 0
CMS ENERGY CORP ADJ CV
TR8.75% 125896308 16927195 554990 554990 0 0 554990 0 0
CNET NETWORKS INC COM 12613R104 63099856 14674385 14674385 0 0 13519970 0 1154415
COCA COLA CO COM 191216100 33778709 720997 720997 0 0 715019 0 5978
COCA-COLA FEMSA S A DE C V SPON ADR
REP L 191241108 2469935 125060 125060 0 0 125060 0 0
COGNEX CORP COM 192422103 5044106 257090 257090 0 0 247730 0 9360
COLGATE PALMOLIVE CO COM 194162103 32991519 566378 566378 0 0 566087 0 291
COLT TELECOM GROUP PLC SPONSORED
ADR 196877104 74784 16436 16436 0 0 16436 0 0
----------
PAGE TOTAL: 4107164984
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
COMCAST CORP CL A SPL 200300200 497422598 13867371 13586231 0 281140 13465101 0 402270
COMCAST CORP ZONES CV2%
PCS 200300507 1534580 27700 27700 0 0 27700 0 0
COMERICA INC COM 200340107 178372211 3219715 3219715 0 0 3200705 0 19010
COMMONWEALTH TEL ENTERPRISES COM 203349105 1291138 35133 35133 0 0 35133 0 0
COMMUNITY HEALTH SYS INC NEWCO COM 203668108 18617240 626000 626000 0 0 626000 0 0
COMPAGNIE GENERALE DES GEOPHYS SPONSORED
ADR 204386106 85346 13232 13232 0 0 13232 0 0
COMPANHIA DE BEBIDAS DAS AMERS SPON ADR
PFD 20441W203 665616 41575 41575 0 0 41575 0 0
COMPANHIA VALE DO RIO DOCE SPON ADR
PFD 204412100 411532 20680 20680 0 0 20680 0 0
COMPANIA DE MINAS BUENAVENTURA SPON ADR
SER B 204448104 1558151 71970 71970 0 0 71970 0 0
COMPAQ COMPUTER CORP COM 204493100 34803394 4188134 4188134 0 0 3896436 0 291698
COMPASS BANCSHARES INC COM 20449H109 7151092 274725 274725 0 0 274725 0 0
COMPLETEL EUROPE NV ORD N21590109 567500 1135000 1135000 0 0 1135000 0 0
COMPUTER ASSOC INTL INC COM 204912109 227351793 8832626 8832626 0 0 8832626 0 0
COMPUTER NETWORK TECHNOLOGY CP COM 204925101 36712643 3489795 3489795 0 0 3026562 0 463233
COMPUWARE CORP COM 205638109 65932092 7915017 7915017 0 0 7915017 0 0
COMVERSE TECHNOLOGY INC COM PAR
$0.10 205862402 446740316 21813492 21813492 0 0 21386260 0 427232
CONCORD EFS INC COM 206197105 355270240 7257819 7257819 0 0 6999609 0 258210
CONMED CORP COM 207410101 23032249 1301257 1301257 0 0 1092832 0 208425
CONOCO INC CL A 208251306 40568225 1595290 1595290 0 0 1380550 0 214740
CONOCO INC CL B 208251405 202129375 7976692 7976692 0 0 7926605 0 50087
CONSTELLATION BRANDS INC CL A 21036P108 14099035 338431 338431 0 0 338431 0 0
----------
PAGE TOTAL: 2154316365
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
CONSTELLATION ENERGY GROUP INC COM 210371100 7212568 298040 298040 0 0 295090 0 2950
COOPER CAMERON CORP COM 216640102 97130443 2961294 2961294 0 0 2851330 0 109964
COOPER INDS INC COM 216669101 688402 16600 16600 0 0 16600 0 0
CORINTHIAN COLLEGES INC COM 218868107 6629577 196665 196665 0 0 196665 0 0
CORPORATE EXECUTIVE BRD CO COM 21988R102 4068480 156000 156000 0 0 156000 0 0
COST PLUS INC CALIF COM 221485105 17471560 951610 951610 0 0 901010 0 50600
COSTCO WHSL CORP NEW COM 22160K105 331303168 9316737 9316737 0 0 9195787 0 120950
COTELLIGENT INC COM 221630106 27200 160000 160000 0 0 160000 0 0
COUNTRYWIDE CR INDS INC DEL COM 222372104 289938 6600 6600 0 0 6600 0 0
COVANCE INC COM 222816100 5063873 282740 282740 0 0 282740 0 0
COVANSYS CORP COM 22281W103 10285433 1176823 1176823 0 0 1015368 0 161455
COX COMMUNICATIONS INC NEW CL A 224044107 76235959 1826011 1643161 0 182850 1584961 0 241050
COX RADIO INC CL A 224051102 7594005 376500 376500 0 0 376500 0 0
CROWN CASTLE INTL CORP COM 228227104 234000 26000 26000 0 0 26000 0 0
CSG SYS INTL INC COM 126349109 290646868 7088948 7088948 0 0 6587858 0 501090
CSX CORP COM 126408103 8423415 267410 267410 0 0 266540 0 870
CUMULUS MEDIA INC CL A 231082108 145950 21000 21000 0 0 21000 0 0
CVS CORP COM 126650100 132827224 4000820 4000820 0 0 3994763 0 6057
CYBERONICS INC COM 23251P102 27741398 1760241 1760241 0 0 1402771 0 357470
CYPRESS SEMICONDUCTOR CORP COM 232806109 22654070 1524500 1524500 0 0 1524500 0 0
CYSIVE INC COM 23281T108 91030 33840 33840 0 0 33840 0 0
----------
PAGE TOTAL: 1046764561
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
CYTYC CORP COM 232946103 329616564 12294538 12294538 0 0 11167554 0 1126984
DANAHER CORP DEL COM 235851102 421037670 8924071 8787551 0 136520 8724981 0 199090
DARDEN RESTAURANTS INC COM 237194105 1550850 59080 59080 0 0 59080 0 0
DAVITA INC COM 23918K108 178600310 8776428 8776428 0 0 7579556 0 1196872
DECOMA INTERNATIONAL INC CL A SUB
VTG 24359C100 85725 12700 12700 0 0 12700 0 0
DEERE & CO COM 244199105 439676959 11690427 11279527 0 410900 11046671 0 643756
DEL MONTE FOODS CO COM 24522P103 49597548 6441240 6441240 0 0 5663720 0 777520
DELL COMPUTER CORP COM 247025109 378405744 20421249 20421249 0 0 20360099 0 61150
DELPHI AUTOMOTIVE SYS CORP COM 247126105 89922045 7652940 7160090 0 492850 6993980 0 658960
DELTA & PINE LD CO COM 247357106 10177133 599360 599360 0 0 599360 0 0
DENDRITE INTL INC COM 248239105 24026281 3025980 3025980 0 0 2528065 0 497915
DEVON ENERGY CORP NEW COM 25179M103 511082520 14857050 14663240 0 193810 14254094 0 602956
DIAGEO P L C SPON ADR
NEW 25243Q205 30090281 725067 599067 0 126000 597267 0 127800
DIAMOND OFFSHORE DRILLING INC COM 25271C102 62201095 2466340 2466340 0 0 2326090 0 140250
DIGENE CORP COM 253752109 237500 9500 9500 0 0 9500 0 0
DIGEX INC DEL CL A 253756100 7230208 2164733 2164733 0 0 2085740 0 78993
DIGITAL INSIGHT CORP COM 25385P106 9258455 805083 805083 0 0 672301 0 132782
DILLARDS INC CL A 254067101 261688 19870 19870 0 0 12500 0 7370
DISNEY WALT CO COM DISNEY 254687106 71898691 3861369 3534669 0 326700 3385732 0 475637
DISTRIBUCION Y SERVICIO SPONSORED
D&S SA ADR 254753106 1013936 90530 90530 0 0 90530 0 0
DOCUMENTUM INC COM 256159104 5791804 707180 707180 0 0 707180 0 0
----------
PAGE TOTAL: 2621763006
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
DOLLAR TREE STORES INC COM 256747106 11993450 634910 634910 0 0 634910 0 0
DOMINION RES INC VA NEW COM 25746U109 124066546 2090422 2034032 0 56390 2016567 0 73855
DOW CHEM CO COM 260543103 55229756 1685890 1685890 0 0 1679100 0 6790
DRIL-QUIP INC COM 262037104 5996733 386886 386886 0 0 323626 0 63260
DSP GROUP INC COM 23332B106 28865057 1446870 1446870 0 0 1263530 0 183340
DST SYS INC DEL COM 233326107 125837389 2909535 2909535 0 0 2797139 0 112396
DTE ENERGY CO COM 233331107 275520 6400 6400 0 0 6400 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 14121102 376362 376362 0 0 376202 0 160
DUKE ENERGY CORP COM 264399106 76224601 2013860 2013860 0 0 2012870 0 990
DUKE ENERGY CORP CORP UNITS 264399585 3024500 115000 115000 0 0 115000 0 0
DYCOM INDS INC COM 267475101 1046320 90200 90200 0 0 75591 0 14609
DYNEGY INC NEW CL A 26816Q101 354226396 10222984 10222984 0 0 10192418 0 30566
E M C CORP MASS COM 268648102 191971453 16337996 16337996 0 0 16328554 0 9442
E PIPHANY INC COM 26881V100 4617158 1086390 1086390 0 0 881125 0 205265
EBAY INC COM 278642103 64955393 1419790 1419790 0 0 1417690 0 2100
ECHOSTAR COMMUNICATIONS NEW CL A 278762109 612959468 26341189 26341189 0 0 25944744 0 396445
ECOLAB INC COM 278865100 7268180 200060 200060 0 0 200000 0 60
EDISON SCHOOLS INC CL A 281033100 22536599 1492490 1492490 0 0 1228030 0 264460
EDUCATION MGMT CORP COM 28139T101 2728605 89875 89875 0 0 89875 0 0
EDWARDS AG INC COM 281760108 3475890 99000 99000 0 0 99000 0 0
EL PASO CORP COM 28336L109 578218442 13916208 13916208 0 0 13885098 0 31110
----------
PAGE TOTAL: 2289638556
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
EL PASO ELEC CO COM NEW 283677854 2363055 179700 179700 0 0 179700 0 0
EL PASO ENERGY CAP TR I PFD CV TR
SECS 283678209 2190400 40000 40000 0 0 40000 0 0
ELAN PLC ADR 284131208 1976276 40790 40790 0 0 40790 0 0
ELECTRONIC ARTS INC COM 285512109 10957238 239922 239922 0 0 239922 0 0
ELECTRONIC DATA SYS NEW COM 285661104 8451189 146773 146773 0 0 146773 0 0
ELECTRONICS BOUTIQUE HLDGS CP COM 286045109 3501883 129940 129940 0 0 129940 0 0
ELOYALTY CORP COM 290151109 2464120 4400215 4400215 0 0 3708141 0 692074
EMBRAER-EMPRESA BRASILEIRA DE SP ADR PFD
SHS 29081M102 3152310 247240 247240 0 0 247240 0 0
EMMIS COMMUNICATIONS CORP CL A 291525103 15070472 1045109 1045109 0 0 888159 0 156950
EMULEX CORP COM NEW 292475209 30197483 3175340 3175340 0 0 3091010 0 84330
ENERGEN CORP COM 29265N108 26914950 1196220 1196220 0 0 1196220 0 0
ENERGY EAST CORP COM 29266M109 38232931 1901190 1901190 0 0 1901190 0 0
ENRON CORP COM 293561106 190223634 6985811 6985811 0 0 6961445 0 24366
ENTERASYS NETWORKS INC COM 293637104 136275703 21128016 21128016 0 0 20665006 0 463010
ENTERCOM COMMUNICATIONS CORP CL A 293639100 47163100 1387150 1387150 0 0 1387150 0 0
ENTERGY CORP NEW COM 29364G103 55230298 1553158 1553158 0 0 1553158 0 0
ENZON INC COM 293904108 7578600 148600 148600 0 0 148600 0 0
EOG RES INC COM 26875P101 252163138 8716320 8716320 0 0 8287738 0 428582
EPRESENCE INC COM 294348107 3705355 1199144 1199144 0 0 1101444 0 97700
EQUITABLE RES INC COM 294549100 27141554 904417 904417 0 0 898197 0 6220
EQUITY OFFICE PROPERTIES TRUST COM 294741103 39976672 1249271 1037101 0 212170 973401 0 275870
----------
PAGE TOTAL: 904930361
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
EQUITY RESIDENTIAL PPTYS TR SH BEN INT 29476L107 110980323 1900348 1752078 0 148270 1704678 0 195670
EXAR CORP COM 300645108 24350961 1407570 1407570 0 0 1187420 0 220150
EXELON CORP COM 30161N101 357575594 8017390 7835710 0 181680 7767364 0 250026
EXPRESS SCRIPTS INC COM 302182100 113051675 2043595 2043595 0 0 2043595 0 0
EXTREME NETWORKS INC COM 30226D106 64718873 9365973 9365973 0 0 9319443 0 46530
EXXON MOBIL CORP COM 30231G102 1118051782 28376949 27670079 0 706870 27346175 0 1030774
FACTORY 2-U INC COM 303072102 1085000 77500 77500 0 0 77500 0 0
FAIRCHILD SEMICONDUCTOR INTL CL A 303726103 46107076 2872715 2872715 0 0 2872715 0 0
FAMILY DLR STORES INC COM 307000109 28323584 1029200 1029200 0 0 1029200 0 0
FEDERAL HOME LN MTG CORP COM 313400301 1670400485 25698469 25555129 0 143340 25443367 0 255102
FEDERAL NATL MTG ASSN COM 313586109 857527143 10711056 10600866 0 110190 10516756 0 194300
FEDERATED DEPT STORES INC DEL COM 31410H101 678295 24053 24053 0 0 15643 0 8410
FEDERATED INVS INC PA CL B 314211103 18661527 630457 630457 0 0 524457 0 106000
FEDEX CORP COM 31428X106 63045360 1715520 1715520 0 0 1630520 0 85000
FINANCIAL FED CORP COM 317492106 19351423 789854 789854 0 0 789854 0 0
FIRST DATA CORP COM 319963104 444483717 7629312 7629312 0 0 7615202 0 14110
FIRST HEALTH GROUP CORP COM 320960107 69354017 2360586 2360586 0 0 2033276 0 327310
FIRSTENERGY CORP COM 337932107 109892499 3056815 2988715 0 68100 2973715 0 83100
FISERV INC COM 337738108 203524610 5951012 5951012 0 0 5848870 0 102142
FLEETBOSTON FINL CORP COM 339030108 479829315 13056580 12686410 0 370170 12531810 0 524770
FLEXTRONICS INTL LTD ORD Y2573F102 365785970 22115234 22115234 0 0 22055298 0 59936
----------
PAGE TOTAL: 6166779230
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
FOMENTO ECONOMICO MEXICANO SA SPON ADR
UNITS 344419106 4111637 144420 144420 0 0 144420 0 0
FORD MTR CO DEL COM PAR
$0.01 345370860 3207338 184861 184861 0 0 184861 0 0
FOREST LABS INC COM 345838106 120774984 1674175 1674175 0 0 1670955 0 3220
FORRESTER RESH INC COM 346563109 581350 35000 35000 0 0 29600 0 5400
FORTUNE BRANDS INC COM 349631101 29353102 876212 876212 0 0 876212 0 0
FOUR SEASONS HOTEL INC LYON ZERO
CPN 29 35100EAD6 1195680 4982000 4982000 0 0 4982000 0 0
FOX ENTMT GROUP INC CL A 35138T107 159624411 8357299 8357299 0 0 8292099 0 65200
FPL GROUP INC COM 302571104 48178185 899686 810996 0 88690 784496 0 115190
FREEPORT-MCMORAN COPPER & GOLD CL B 35671D857 1445185 131500 131500 0 0 131500 0 0
FUNDTECH LTD ORD M47095100 3530107 733910 733910 0 0 733910 0 0
GALLAGHER ARTHUR J & CO COM 363576109 80817891 2387530 2387530 0 0 2364830 0 22700
GALYANS TRADING INC COM 36458R101 5775351 541270 541270 0 0 454860 0 86410
GANNETT INC COM 364730101 236829012 3939927 3798267 0 141660 3753695 0 186232
GAP INC DEL COM 364760108 5366267 449060 449060 0 0 448860 0 200
GART SPORTS CO COM 366630101 3799400 314000 314000 0 0 314000 0 0
GARTNER INC COM 366651107 8933617 987140 987140 0 0 816300 0 170840
GEMSTAR-TV GUIDE INTL INC COM 36866W106 92743040 4705380 4705380 0 0 4692380 0 13000
GENENTECH INC COM NEW 368710406 120565764 2740131 2740131 0 0 2736601 0 3530
GENERAL DYNAMICS CORP COM 369550108 437761083 4956534 4956534 0 0 4928977 0 27557
GENERAL ELEC CO COM 369604103 1200733264 32277776 32277776 0 0 32189970 0 87806
GENERAL MTRS CORP CL H NEW 370442832 57297272 4298370 4298370 0 0 4298370 0 0
----------
PAGE TOTAL: 2622623941
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
GENZYME CORP COM GENL
DIV 372917104 136941527 3015005 3015005 0 0 3011775 0 3230
GEORGIA GULF CORP COM PAR
$0.01 373200203 20503070 1275860 1275860 0 0 1275860 0 0
GILEAD SCIENCES INC COM 375558103 22499736 400565 400565 0 0 400565 0 0
GILLETTE CO COM 375766102 663320763 22259086 21844816 0 414270 21666959 0 592127
GLOBAL CROSSING LTD COM G3921A100 16809714 9338730 9338730 0 0 9338730 0 0
GLOBAL CROSSING LTD PFD CV
6.75% G3921A134 3273480 77940 77940 0 0 77940 0 0
GLOBAL CROSSING LTD PFD CONV
7% G3921A142 2583875 59060 59060 0 0 59060 0 0
GLOBAL INDS LTD COM 379336100 65212008 11965506 11965506 0 0 10626654 0 1338852
GLOBAL MARINE INC COM 379352404 223782594 15984471 15984471 0 0 15698334 0 286137
GLOBAL PMTS INC COM 37940X102 50858531 1729882 1729882 0 0 1499342 0 230540
GLOBESPAN INC COM 379571102 21797971 2411280 2411280 0 0 2036880 0 374400
GOLDMAN SACHS GROUP INC COM 38141G104 366771607 5140457 5140457 0 0 5129827 0 10630
GRAINGER W W INC COM 384802104 47926176 1233621 1233621 0 0 1233281 0 340
GRANT PRIDECO INC COM 38821G101 68204480 11199422 11199422 0 0 11095322 0 104100
GRUPO AEROPORTUARIO DEL SPON ADR
SUREST SER B 40051E202 14504952 1543080 1543080 0 0 1543080 0 0
GRUPO TELEVISA SA DE CV SP ADR
REP ORD 40049J206 2204160 76800 76800 0 0 76800 0 0
GUIDANT CORP COM 401698105 812196924 21096024 20833624 0 262400 20584584 0 511440
GYMBOREE CORP COM 403777105 2479750 381500 381500 0 0 381500 0 0
HAEMONETICS CORP COM 405024100 53946365 1558693 1558693 0 0 1300673 0 258020
HALLIBURTON CO COM 406216101 85475369 3790482 3475352 0 315130 3361852 0 428630
HARLEY DAVIDSON INC COM 412822108 442421878 10923997 10923997 0 0 10884047 0 39950
----------
PAGE TOTAL: 3123714930
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
HARMONIC INC COM 413160102 3817530 471300 471300 0 0 471300 0 0
HARRAHS ENTMT INC COM 413619107 69083207 2557690 2557690 0 0 2557600 0 90
HARTFORD FINL SVCS GROUP INC COM 416515104 187135184 3185822 3127712 0 58110 3106540 0 79282
HARVARD BIOSCIENCE INC COM 416906105 8272100 827210 827210 0 0 695240 0 131970
HCA INC COM 404119109 495005975 11171428 10961228 0 210200 10867748 0 303680
HEALTH MGMT ASSOC INC NEW CL A 421933102 39493513 1902385 1902385 0 0 1902385 0 0
HEALTHSOUTH CORP COM 421924101 23222857 1428220 1428220 0 0 1428220 0 0
HELIX TECHNOLOGY CORP COM 423319102 5148080 317000 317000 0 0 317000 0 0
HEWLETT PACKARD CO COM 428236103 25311139 1577018 1577018 0 0 1499116 0 77902
HI / FN INC COM 428358105 12540724 1273170 1273170 0 0 1118150 0 155020
HILTON HOTELS CORP COM 432848109 30297522 3859557 3859557 0 0 3859557 0 0
HISPANIC BROADCASTING CORP CL A 43357B104 6174736 383524 383524 0 0 383524 0 0
HNC SOFTWARE INC COM 40425P107 28712934 1535451 1535451 0 0 1296681 0 238770
HOME DEPOT INC COM 437076102 263471097 6866591 6866591 0 0 6841551 0 25040
HOUSEHOLD INTL INC COM 441815107 17302458 306890 306890 0 0 306890 0 0
HOUSTON EXPL CO COM 442120101 73449763 2961684 2961684 0 0 2724541 0 237143
HUNTINGTON BANCSHARES INC COM 446150104 4856840 280580 280580 0 0 280580 0 0
HYPERION SOLUTIONS CORP COM 44914M104 40665088 3043794 3043794 0 0 2534484 0 509310
I-MANY INC COM 44973Q103 1399447 603210 603210 0 0 603210 0 0
I-STAT CORP COM 450312103 2093459 343190 343190 0 0 343190 0 0
I2 TECHNOLOGIES INC COM 465754109 37943778 11030168 11030168 0 0 10949317 0 80851
----------
PAGE TOTAL: 1375397431
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
IDEC PHARMACEUTICALS CORP COM 449370105 33343707 672659 672659 0 0 672659 0 0
IDEXX LABS INC COM 45168D104 59259496 2535708 2535708 0 0 2098488 0 437220
IDX SYS CORP COM 449491109 5943514 579855 579855 0 0 507535 0 72320
ILLINOIS TOOL WKS INC COM 452308109 85612571 1582195 1582195 0 0 1568055 0 14140
ILLUMINA INC COM 452327109 1657500 255000 255000 0 0 255000 0 0
IMCLONE SYS INC COM 45245W109 30621938 541502 541502 0 0 541502 0 0
IMMUNEX CORP NEW COM 452528102 4266512 228400 228400 0 0 228400 0 0
IMPATH INC COM 45255G101 60461520 1752000 1752000 0 0 1532560 0 219440
IMS HEALTH INC COM 449934108 252286466 10071316 10071316 0 0 9841648 0 229668
INET TECHNOLOGIES INC COM 45662V105 12388660 2096220 2096220 0 0 1650260 0 445960
INFORMATICA CORP COM 45666Q102 3357500 850000 850000 0 0 850000 0 0
INFOUSA INC NEW COM 456818301 8849923 2179784 2179784 0 0 1791194 0 388590
ING GROUP N V SPONSORED
ADR 456837103 2413894 90408 90408 0 0 90408 0 0
INGERSOLL-RAND CO COM 456866102 4094397 121136 121136 0 0 120848 0 288
INGLES MKTS INC CL A 457030104 1059600 88300 88300 0 0 88300 0 0
INHALE THERAPEUTIC SYS INC COM 457191104 28556430 2147100 2147100 0 0 1836980 0 310120
INPUT/OUTPUT INC COM 457652105 20946125 2560651 2560651 0 0 2132171 0 428480
INSTINET GROUP INC COM 457750107 4299925 439216 439216 0 0 429010 0 10206
INTEL CORP COM 458140100 229389147 11222561 11222561 0 0 11164337 0 58224
INTERNAP NETWORK SVCS CORP COM 45885A102 15005644 15005644 15005644 0 0 14045710 0 959934
INTERNATIONAL BUSINESS MACHS COM 459200101 575709655 6276817 6170537 0 106280 6056781 0 220036
----------
PAGE TOTAL: 1439524123
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
INTERNATIONAL FLAVORS&FRAGRANC COM 459506101 3213425 116050 116050 0 0 116050 0 0
INTERNET SEC SYS INC COM 46060X107 49569542 5441223 5441223 0 0 5211795 0 229428
INTERSIL CORP CL A 46069S109 122513881 4388033 4388033 0 0 4388033 0 0
INTERSTATE BAKERIES CORP DEL COM 46072H108 296055 11610 11610 0 0 7300 0 4310
INTERTAPE POLYMER GROUP INC COM 460919103 4063264 534640 534640 0 0 534640 0 0
INTERWOVEN INC COM 46114T102 1182665 306390 306390 0 0 306390 0 0
INTL PAPER CO COM 460146103 48016558 1378202 1321602 0 56600 1304902 0 73300
INTUIT COM 461202103 163091912 4555640 4555640 0 0 4545840 0 9800
IRON MTN INC PA COM 462846106 20219310 487800 487800 0 0 487800 0 0
ITT EDUCATIONAL SERVICES INC COM 45068B109 1542720 48210 48210 0 0 48210 0 0
IVAX CORP COM 465823102 2115683 95430 95430 0 0 95430 0 0
IVEX PACKAGING CORP DEL COM 465855104 15108823 886148 886148 0 0 829668 0 56480
J P MORGAN CHASE & CO COM 46625H100 33837459 990848 990848 0 0 984183 0 6665
JABIL CIRCUIT INC COM 466313103 11881304 663760 663760 0 0 663760 0 0
JACK IN THE BOX INC COM 466367109 17468640 623880 623880 0 0 519460 0 104420
JAZZTEL P L C SPONSORED
ADR 47214R152 177374 58733 58733 0 0 58733 0 0
JDA SOFTWARE GROUP INC COM 46612K108 7246303 551469 551469 0 0 388519 0 162950
JDS UNIPHASE CORP COM 46612J101 11670638 1846620 1846620 0 0 1846420 0 200
JEFFERSON PILOT CORP COM 475070108 126033947 2833497 2638487 0 195010 2573287 0 260210
JEFFERSON SMURFIT GROUP PLC SPONSORED
ADR 47508W107 5498522 307180 307180 0 0 307180 0 0
JNI CORP COM 46622G105 5409731 865557 865557 0 0 728877 0 136680
----------
PAGE TOTAL: 650157756
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
JOHNSON & JOHNSON COM 478160104 452539277 8168579 8168579 0 0 8138988 0 29591
JUNIPER NETWORKS INC COM 48203R104 50298089 5185370 5185370 0 0 5185370 0 0
KEANE INC COM 486665102 3983070 291800 291800 0 0 246000 0 45800
KELLOGG CO COM 487836108 65320020 2177334 2007034 0 170300 1956734 0 220600
KERR MCGEE CORP COM 492386107 49042907 944768 944768 0 0 944728 0 40
KEYSPAN CORP COM 49337W100 66291197 1994320 1994320 0 0 1985970 0 8350
KILROY RLTY CORP COM 49427F108 5308562 212768 212768 0 0 150578 0 62190
KIMBERLY CLARK CORP COM 494368103 4912880 79240 79240 0 0 79240 0 0
KINDER MORGAN INC KANS COM 49455P101 47101204 957147 957147 0 0 957147 0 0
KINDER MORGAN MANAGEMENT LLC SHS 49455U100 52677840 1529110 1529110 0 0 1529110 0 0
KING PHARMACEUTICALS INC COM 495582108 10202240 243200 243200 0 0 243200 0 0
KLA-TENCOR CORP COM 482480100 10972882 347463 347463 0 0 347463 0 0
KOREA TELECOM SPONSORED
ADR 50063P103 38720479 2117030 2117030 0 0 2036030 0 81000
KROGER CO COM 501044101 439659257 17843314 17843314 0 0 17807555 0 35759
KULICKE & SOFFA INDS INC COM 501242101 4123906 378340 378340 0 0 378340 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 130844325 1618359 1618359 0 0 1618359 0 0
LAM RESEARCH CORP COM 512807108 135016751 7965590 7965590 0 0 7933530 0 32060
LAMAR ADVERTISING CO CL A 512815101 117755452 3883755 3883755 0 0 3883755 0 0
LANDAMERICA FINL GROUP INC COM 514936103 7278425 218900 218900 0 0 218900 0 0
LANDRYS RESTAURANTS INC COM 51508L103 4740988 320337 320337 0 0 224797 0 95540
LEGATO SYS INC COM 524651106 9049672 1651400 1651400 0 0 1651400 0 0
----------
PAGE TOTAL: 1705839419
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
LEHMAN BROS HLDGS INC COM 524908100 46755146 822430 822430 0 0 819080 0 3350
LEXMARK INTL NEW CL A 529771107 153280455 3428326 3428326 0 0 3423386 0 4940
LIBERTY MEDIA CORP NEW COM SER A 530718105 3129280 246400 246400 0 0 246400 0 0
LIFEPOINT HOSPITALS INC COM 53219L109 52761720 1199130 1199130 0 0 1020770 0 178360
LIGHTBRIDGE INC COM 532226107 5639345 550180 550180 0 0 463100 0 87080
LILLY ELI & CO COM 532457108 1580427590 19583985 19463825 0 120160 19271225 0 312760
LINCARE HLDGS INC COM 532791100 75863461 2855230 2855230 0 0 2454310 0 400920
LINCOLN NATL CORP IND COM 534187109 22238966 476924 476924 0 0 476574 0 350
LINEAR TECHNOLOGY CORP COM 535678106 230194008 7018110 7018110 0 0 6987580 0 30530
LOWES COS INC COM 548661107 502695209 15882945 15882945 0 0 15839425 0 43520
LSI LOGIC CORP COM 502161102 106964503 9103362 9103362 0 0 9098992 0 4370
LTX CORP COM 502392103 19574365 1438234 1438234 0 0 1399234 0 39000
MACROVISION CORP COM 555904101 18541360 652635 652635 0 0 637035 0 15600
MAGYAR TAVKOZLESI RT SPONSORED
ADR 559776109 1270751 94060 94060 0 0 94060 0 0
MAIL-WELL INC COM 560321200 5328000 1440000 1440000 0 0 1440000 0 0
MANOR CARE INC NEW COM 564055101 8492888 302238 302238 0 0 294128 0 8110
MARRIOTT INTL INC NEW CL A 571903202 56137718 1680770 1680770 0 0 1677770 0 3000
MARSH & MCLENNAN COS INC COM 571748102 38255970 395615 395615 0 0 395528 0 87
MARSH SUPERMARKETS INC CL B 571783208 585417 42700 42700 0 0 42700 0 0
MARTEK BIOSCIENCES CORP COM 572901106 13028525 715853 715853 0 0 665673 0 50180
MARTIN MARIETTA MATLS INC COM 573284106 30835458 788429 788429 0 0 659479 0 128950
----------
PAGE TOTAL: 2972000136
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 38599591 2689867 2689867 0 0 2462432 0 227435
MATTSON TECHNOLOGY INC COM 577223100 3110800 777700 777700 0 0 656800 0 120900
MAXIM INTEGRATED PRODS INC COM 57772K101 34305490 981840 981840 0 0 981840 0 0
MAXXAM INC COM 577913106 454250 23000 23000 0 0 23000 0 0
MAY DEPT STORES CO COM 577778103 281204 9690 9690 0 0 6100 0 3590
MCDATA CORP CL A 580031201 39335290 4688354 4688354 0 0 4524983 0 163371
MCDONALDS CORP COM 580135101 126470500 4659930 4659930 0 0 4650930 0 9000
MCGRAW HILL COS INC COM 580645109 5119563 87965 87965 0 0 87965 0 0
MCKESSON CORP COM 58155Q103 158583657 4196445 4196445 0 0 4187065 0 9380
MCSI INC COM 55270M108 2013750 125000 125000 0 0 125000 0 0
MDU RES GROUP INC COM 552690109 23339385 998690 998690 0 0 998690 0 0
MED-DESIGN CORP COM 583926100 5414400 376000 376000 0 0 376000 0 0
MEDTRONIC INC COM 585055106 44884605 1031830 1031830 0 0 1031210 0 620
MELLON FINL CORP COM 58551A108 150520042 4655739 4386149 0 269590 4306289 0 349450
MEMBERWORKS INC COM 586002107 2490307 121065 121065 0 0 85226 0 35839
MERCK & CO INC COM 589331107 30629540 459903 459903 0 0 453883 0 6020
MERCURY INTERACTIVE CORP COM 589405109 25762453 1353070 1353070 0 0 1353070 0 0
MEREDITH CORP COM 589433101 2090378 65060 65060 0 0 65060 0 0
MERISTAR HOSPITALITY CORP COM 58984Y103 3936099 373090 373090 0 0 262960 0 110130
MERRILL LYNCH & CO INC COM 590188108 372176178 9166901 9006901 0 160000 8937881 0 229020
METASOLV INC COM 59139P104 13009410 2168235 2168235 0 0 1810900 0 357335
----------
PAGE TOTAL: 1082526892
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
METLIFE INC COM 59156R108 346370726 11662314 11662314 0 0 11438144 0 224170
METRO GOLDWYN MAYER INC COM 591610100 1017000 60000 60000 0 0 60000 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 24849494 589689 589689 0 0 487939 0 101750
MGIC INVT CORP WIS COM 552848103 14709210 225118 225118 0 0 225118 0 0
MGM MIRAGE COM 552953101 11312610 503230 503230 0 0 503230 0 0
MICREL INC COM 594793101 6571028 329540 329540 0 0 329540 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 93708451 3496584 3496584 0 0 3465835 0 30749
MICROMUSE INC COM 595094103 19512618 3435320 3435320 0 0 3066920 0 368400
MICRON TECHNOLOGY INC COM 595112103 128312911 6814281 6814281 0 0 6810821 0 3460
MICROSOFT CORP COM 594918104 1365849289 26692384 26637284 0 55100 26535539 0 156845
MID ATLANTIC MED SVCS INC COM 59523C107 13216350 629350 629350 0 0 443030 0 186320
MIDWAY GAMES INC COM 598148104 1666942 137650 137650 0 0 137650 0 0
MILLICOM INTL CELLULAR S A ORD L6388F102 1238504 116840 116840 0 0 116840 0 0
MINNESOTA MNG & MFG CO COM 604059105 630009149 6402532 6306702 0 95830 6253582 0 148950
MIRANT CORP COM 604675108 741736 33869 33869 0 0 21989 0 11880
MKS INSTRUMENT INC COM 55306N104 8344204 470096 470096 0 0 392506 0 77590
MOBILE TELESYSTEMS OJSC SPONSORED
ADR 607409109 2135962 87040 87040 0 0 87040 0 0
MODIS PROFESSIONAL SVCS INC COM 607830106 31541772 7885443 7885443 0 0 7297597 0 587846
MOOG INC CL A 615394202 1345736 59625 59625 0 0 59625 0 0
MORGAN STANLEY DEAN WITTER&CO COM NEW 617446448 372473513 8036106 7893106 0 143000 7842216 0 193890
MOTOROLA INC COM 620076109 280758738 17997355 17997355 0 0 17978335 0 19020
----------
PAGE TOTAL: 3355685943
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
MYLAN LABS INC COM 628530107 8196036 251258 251258 0 0 251258 0 0
NATIONAL DATA CORP COM 635621105 68282208 1896728 1896728 0 0 1583952 0 312776
NATIONAL EQUIP SVCS INC COM 635847106 256500 135000 135000 0 0 135000 0 0
NATIONAL FUEL GAS CO N J COM 636180101 157040119 6818937 6418657 0 400280 6292957 0 525980
NATIONAL PROCESSING INC COM 637229105 18030628 643951 643951 0 0 453251 0 190700
NATIONAL-OILWELL INC COM 637071101 7794229 537533 537533 0 0 458903 0 78630
NATIONWIDE FINL SVCS INC CL A 638612101 43216917 1162370 1162370 0 0 1162370 0 0
NAVIGANT CONSULTING INC COM 63935N107 4812389 1297140 1297140 0 0 1297140 0 0
NBTY INC COM 628782104 6847148 520300 520300 0 0 520300 0 0
NCO GROUP INC COM 628858102 9776959 714690 714690 0 0 598980 0 115710
NETEGRITY INC COM 64110P107 26706725 3116304 3116304 0 0 2900129 0 216175
NETIQ CORP COM 64115P102 1475268 64790 64790 0 0 64790 0 0
NETRO CORP COM 64114R109 281070 104100 104100 0 0 104100 0 0
NETWORK APPLIANCE INC COM 64120L104 17145316 2521370 2521370 0 0 2521370 0 0
NEW YORK TIMES CO CL A 650111107 147696467 3784178 3784178 0 0 3782495 0 1683
NEWFIELD EXPL CO COM 651290108 163707814 5606432 5606432 0 0 5227759 0 378673
NEWS CORP LTD SP ADR
PFD 652487802 1920720 90217 90217 0 0 90217 0 0
NEXTEL COMMUNICATIONS INC CL A 65332V103 129600 15000 15000 0 0 15000 0 0
NEXTEL PARTNERS INC CL A 65333F107 36779181 5464960 5464960 0 0 5464960 0 0
NICOR INC COM 654086107 80452324 2076189 1918989 0 157200 1870889 0 205300
NIKE INC CL B 654106103 271334633 5796510 5796510 0 0 5772350 0 24160
----------
PAGE TOTAL: 1071882252
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
NISOURCE INC COM 65473P105 259801232 11145484 10836124 0 309360 10733224 0 412260
NMS COMMUNICATIONS CORP COM 629248105 2815536 1804831 1804831 0 0 1515231 0 289600
NOBLE AFFILIATES INC COM 654894104 19088445 615955 615955 0 0 532738 0 83217
NOBLE DRILLING CORP COM 655042109 371050560 15460440 15460440 0 0 14926079 0 534361
NOKIA CORP SPONSORED
ADR 654902204 289407609 18492499 18492499 0 0 18484079 0 8420
NORTEL NETWORKS CORP NEW COM 656568102 86343168 15390939 15390939 0 0 15306379 0 84560
NORTEL NETWORKS CORP NEW GTD SR CV
144A08 656568AA0 3075625 3500000 3500000 0 0 3500000 0 0
NORTHERN TR CORP COM 665859104 1201792 22900 22900 0 0 22900 0 0
NOVARTIS A G SPONSORED
ADR 66987V109 43941536 1129022 913252 0 215770 912252 0 216770
NOVELLUS SYS INC COM 670008101 145199440 5084014 5084014 0 0 5069914 0 14100
NOVEN PHARMACEUTICALS INC COM 670009109 17236992 952320 952320 0 0 834420 0 117900
NOVOSTE CORP COM 67010C100 9043784 1525090 1525090 0 0 1273300 0 251790
NRG ENERGY INC COM 629377102 38530684 2376970 2376970 0 0 2376970 0 0
NRG ENERGY INC CORP
UNITS 629377201 8795068 453354 453354 0 0 453354 0 0
NSTAR COM 67019E107 74675102 1782222 1566602 0 215620 1498902 0 283320
NTL INC COM 629407107 1644336 530431 530431 0 0 459113 0 71318
NVIDIA CORP COM 67066G104 10721541 390300 390300 0 0 390300 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 110620919 4544820 4472390 0 72430 4444340 0 100480
OCEANEERING INTL INC COM 675232102 8661461 535650 535650 0 0 535650 0 0
OFFICE DEPOT INC COM 676220106 9602348 706055 706055 0 0 499125 0 206930
OFFSHORE LOGISTICS INC COM 676255102 470539 24520 24520 0 0 17380 0 7140
----------
PAGE TOTAL: 1511927716
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
OIL STS INTL INC COM 678026105 1681614 254790 254790 0 0 254790 0 0
OMNICARE INC COM 681904108 21535077 986490 986490 0 0 986490 0 0
OMNICOM GROUP INC COM 681919106 25977199 400265 400265 0 0 400265 0 0
ON SEMICONDUCTOR CORP COM 682189105 444000 240000 240000 0 0 240000 0 0
ONESOURCE INFORMATION SVCS INC COM 68272J106 4383217 516280 516280 0 0 516280 0 0
ONI SYSTEMS CORP COM 68273F103 71548648 17754007 17754007 0 0 16312821 0 1441186
ONYX SOFTWARE CORP COM 683402101 1600750 842500 842500 0 0 708030 0 134470
OPEN JT STK CO-VIMPEL SPONSORED
COMMUNIC ADR 68370R109 2132958 129900 129900 0 0 129900 0 0
OPENWAVE SYS INC COM 683718100 14407500 1130000 1130000 0 0 1130000 0 0
ORACLE CORP COM 68389X105 1652700670 131375252 130981252 0 394000 130614972 0 760280
ORTHODONTIC CTRS AMER INC COM 68750P103 19834770 804656 804656 0 0 675886 0 128770
OSTEOTECH INC COM 688582105 6502758 1842141 1842141 0 0 1524311 0 317830
OUTBACK STEAKHOUSE INC COM 689899102 6090058 237800 237800 0 0 237800 0 0
OWENS ILL INC COM NEW 690768403 25697738 6376610 6376610 0 0 6376610 0 0
OWENS ILL INC PFD CONV
$.01 690768502 4600890 343350 343350 0 0 343350 0 0
PACKAGED ICE INC COM 695148106 129890 74223 74223 0 0 74223 0 0
PALM INC COM 696642107 2430827 1664950 1664950 0 0 1664950 0 0
PANERA BREAD CO CL A 69840W108 5734861 163900 163900 0 0 163900 0 0
PAPA JOHNS INTL INC COM 698813102 20706233 794865 794865 0 0 665375 0 129490
PAREXEL INTL CORP COM 699462107 17515889 1544611 1544611 0 0 1296301 0 248310
PARTNER COMMUNICATIONS CO LTD ADR 70211M109 58265293 12976680 12976680 0 0 12976680 0 0
----------
PAGE TOTAL: 1963920841
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
PATHMARK STORES INC NEW WT EXP
091910 70322A119 281285 34303 34303 0 0 34303 0 0
PEOPLESOFT INC COM 712713106 119090338 6601460 6601460 0 0 6596980 0 4480
PEPSICO INC COM 713448108 503463271 10380686 10170306 0 210380 10080684 0 300002
PEREGRINE SYSTEMS INC COM 71366Q101 57852915 4580595 4580595 0 0 4304040 0 276555
PETROLEO BRASILEIRO SA PETROBR SPONSORED
ADR 71654V408 5013340 253840 253840 0 0 253840 0 0
PETROLEUM GEO-SVCS A/S SPONSORED
ADR 716597109 196749 31230 31230 0 0 31230 0 0
PFIZER INC COM 717081103 1526200065 38059852 38016152 0 43700 37890936 0 168916
PHARMACIA CORP COM 71713U102 616084538 15189461 15189461 0 0 15146955 0 42506
PHELPS DODGE CORP COM 717265102 14950650 543660 543660 0 0 543660 0 0
PHILIP MORRIS COS INC COM 718154107 575934075 11926570 11724070 0 202500 11615100 0 311470
PHOTRONICS INC COM 719405102 1366278 74053 74053 0 0 60519 0 13534
PIER 1 IMPORTS INC COM 720279108 8956364 1079080 1079080 0 0 904580 0 174500
PINNACLE SYS INC COM 723481107 2203801 757320 757320 0 0 757320 0 0
PINNACLE WEST CAP CORP COM 723484101 156212473 3934823 3759483 0 175340 3697933 0 236890
PLAYBOY ENTERPRISES INC CL B 728117300 5608135 454100 454100 0 0 443600 0 10500
PNC FINL SVCS GROUP INC COM 693475105 265191904 4632173 4500103 0 132070 4449213 0 182960
PORTAL SOFTWARE INC COM 736126103 4352469 2921120 2921120 0 0 2437190 0 483930
PPG INDS INC COM 693506107 20834550 455400 408200 0 47200 394300 0 61100
PPL CORP COM 69351T106 37198589 1141061 1141061 0 0 1134351 0 6710
PRAXAIR INC COM 74005P104 346155642 8241801 8146531 0 95270 7931066 0 310735
PRECISE SOFTWARE SOLUTIONS LTD ORD M41450103 1220141 110420 110420 0 0 110420 0 0
----------
PAGE TOTAL: 4268367572
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
PREDICTIVE SYS INC COM 74036W102 1601121 1685390 1685390 0 0 1408520 0 276870
PROBUSINESS SERVICES INC COM 742674104 13359186 903258 903258 0 0 754218 0 149040
PROCTER & GAMBLE CO COM 742718109 571728618 7854494 7642904 0 211590 7554088 0 300406
PROGRESS ENERGY INC COM 743263105 11491571 267308 267308 0 0 267308 0 0
PROVIDIAN FINL CORP COM 74406A102 37007490 1836600 1836600 0 0 1836600 0 0
PROVIDIAN FINL CORP SR NT CV
3.25%05 74406AAA0 656250 1000000 1000000 0 0 1000000 0 0
PROVIDIAN FINL CORP NT ZERO
CV 21 74406AAB8 1435500 4400000 4400000 0 0 4400000 0 0
PUBLIC SVC CO N MEX COM 744499104 6148971 243910 243910 0 0 243910 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 75593904 1776590 1697990 0 78600 1674590 0 102000
QLOGIC CORP COM 747277101 214390490 11283710 11283710 0 0 11185687 0 98023
QUALCOMM INC COM 747525103 572776182 12048300 12048300 0 0 12014700 0 33600
QUEST DIAGNOSTICS INC COM 74834L100 74317403 1204496 1204496 0 0 1204496 0 0
QUEST SOFTWARE INC COM 74834T103 9429826 814320 814320 0 0 814320 0 0
QUINENCO S A SPONSORED
ADR 748718103 520920 86820 86820 0 0 86820 0 0
QWEST COMMUNICATIONS INTL INC COM 749121109 261291159 15646177 15646177 0 0 15644537 0 1640
RADIANT SYSTEMS INC COM 75025N102 22235949 2179995 2179995 0 0 1912231 0 267764
RADIO ONE INC CL A 75040P108 752050 65000 65000 0 0 65000 0 0
RADIO ONE INC CL D NON
VTG 75040P405 7586396 657400 657400 0 0 657400 0 0
RARE HOSPITALITY INTL INC COM 753820109 5469614 351970 351970 0 0 297670 0 54300
RATIONAL SOFTWARE CORP COM NEW 75409P202 231456695 26727101 26727101 0 0 26321755 0 405346
RAYTHEON CO COM NEW 755111507 1782675 51300 51300 0 0 51300 0 0
----------
PAGE TOTAL: 2121031969
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
RCM TECHNOLOGIES INC COM NEW 749360400 703010 182600 182600 0 0 182600 0 0
REGIS CORP MINN COM 758932107 13767534 656848 656848 0 0 462488 0 194360
RELIANT RES INC COM 75952B105 3217239 198595 198595 0 0 186515 0 12080
RENAISSANCE RE HLDGS LTD COM G7496G103 6441530 72450 72450 0 0 72450 0 0
RENAISSANCE WORLDWIDE INC COM 75968A109 2224800 2060000 2060000 0 0 2060000 0 0
RENAL CARE GROUP INC COM 759930100 6137692 199470 199470 0 0 173770 0 25700
RETEK INC COM 76128Q109 2047759 162263 162263 0 0 120522 0 41741
REUTERS GROUP PLC SPONSORED
ADR 76132M102 51872180 992769 992769 0 0 992295 0 474
RF MICRODEVICES INC COM 749941100 18414795 1109325 1109325 0 0 1109325 0 0
RIVERSTONE NETWORKS INC COM 769320102 42105656 8020125 8020125 0 0 7735805 0 284320
ROBERT HALF INTL INC COM 770323103 28594350 1429003 1429003 0 0 1429003 0 0
ROCKWELL INTL CORP NEW COM 773903109 22070573 1503445 1264335 0 239110 1171625 0 331820
ROGERS COMMUNICATIONS INC CL B 775109200 732450 57000 57000 0 0 57000 0 0
ROHM & HAAS CO COM 775371107 81314481 2482127 2367847 0 114280 2285091 0 197036
ROSS STORES INC COM 778296103 11553311 394985 394985 0 0 394985 0 0
ROYAL CARIBBEAN CRUISES LTD SR NT CV
ZERO 21 780153AM4 1250000 5000000 5000000 0 0 5000000 0 0
ROYAL DUTCH PETE CO NY REG
GLD1.25 780257804 160375623 3191555 3125405 0 66150 3118035 0 73520
RSA SEC INC COM 749719100 91296232 6782781 6782781 0 0 6098629 0 684152
RUDOLPH TECHNOLOGIES INC COM 781270103 4648410 188500 188500 0 0 188500 0 0
S1 CORPORATION COM 78463B101 65263875 7714406 7714406 0 0 7100008 0 614398
SABRE HLDGS CORP CL A 785905100 470089 17580 17580 0 0 17420 0 160
----------
PAGE TOTAL: 614501589
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
SAFECO CORP COM 786429100 113244607 3733749 3587479 0 146270 3432379 0 301370
SAFEWAY INC COM NEW 786514208 805229380 20272643 20158753 0 113890 19898506 0 374137
SANDISK CORP COM 80004C101 3131339 317580 317580 0 0 317580 0 0
SANMINA CORP COM 800907107 9156451 674260 674260 0 0 674180 0 80
SANTA FE INTL CORP ORD G7805C108 217318714 10226763 10226763 0 0 10121063 0 105700
SAP AKTIENGESELLSCHAFT SPONSORED
ADR 803054204 95165721 3671517 3671517 0 0 3671517 0 0
SAPIENT CORP COM 803062108 2270961 589860 589860 0 0 495020 0 94840
SAPPI LTD SPON ADR
NEW 803069202 968000 110000 110000 0 0 110000 0 0
SBA COMMUNICATIONS CORP COM 78388J106 74336431 5568272 5568272 0 0 5343629 0 224643
SBC COMMUNICATIONS INC COM 78387G103 204248991 4334656 4185926 0 148730 4115472 0 219184
SCHERING PLOUGH CORP COM 806605101 483057953 13020430 12855120 0 165310 12755671 0 264759
SCHLUMBERGER LTD COM 806857108 163565875 3579122 3406962 0 172160 3268802 0 310320
SCHOLASTIC CORP COM 807066105 177549078 4081588 4081588 0 0 3595508 0 486080
SCHWAB CHARLES CORP NEW COM 808513105 24210145 2105230 2105230 0 0 2105230 0 0
SCRIPPS E W CO OHIO CL A 811054204 603009 9900 9900 0 0 9900 0 0
SEARS ROEBUCK & CO COM 812387108 195689535 5649236 5307706 0 341530 5197116 0 452120
SEMCO ENERGY INC INCOME
PRIDES 78412D307 1406595 118700 118700 0 0 118700 0 0
SEMTECH CORP COM 816850101 3604260 127000 127000 0 0 127000 0 0
SEPRACOR INC COM 817315104 5518907 153730 153730 0 0 150630 0 3100
SERONO S A SPONSORED
ADR 81752M101 11910425 627525 627525 0 0 627525 0 0
SHAW GROUP INC LYON
144A 21 820280AA3 886875 1650000 1650000 0 0 1650000 0 0
----------
PAGE TOTAL: 2593073251
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
SHIRE PHARMACEUTICALS GRP PLC SPONSORED
ADR 82481R106 1382290 34300 34300 0 0 34300 0 0
SIEBEL SYS INC COM 826170102 46509657 3574916 3574916 0 0 3574916 0 0
SIERRA PAC RES NEW COM 826428104 672252 44520 44520 0 0 44520 0 0
SIMPLEX SOLUTIONS INC COM 828854109 266112 17600 17600 0 0 17600 0 0
SIPEX CORP COM 829909100 5717765 885103 885103 0 0 698063 0 187040
SK TELECOM LTD SPONSORED
ADR 78440P108 6974192 378210 378210 0 0 378210 0 0
SL GREEN RLTY CORP COM 78440X101 221523 7028 7028 0 0 7028 0 0
SMARTFORCE PUB LTD CO SPONSORED
ADR 83170A206 34210380 2091099 2091099 0 0 2049239 0 41860
SMITHFIELD FOODS INC COM 832248108 5219684 247966 247966 0 0 247966 0 0
SMUCKER J M CO COM 832696306 34627859 1350014 1064094 0 285920 973094 0 376920
SMURFIT-STONE CONTAINER CORP COM 832727101 25864650 1955000 1955000 0 0 1955000 0 0
SOLECTRON CORP LYON ZERO
CPN 20 834182AL1 1197000 5700000 5700000 0 0 5700000 0 0
SONG NETWORKS HLDG AKTIEBOLAG SPONSORED
ADR 83544Q101 113944 307957 307957 0 0 307957 0 0
SONIC CORP COM 835451105 40019156 1319893 1319893 0 0 1119298 0 200595
SONICWALL INC COM 835470105 10849885 913290 913290 0 0 757080 0 156210
SONY CORP ADR NEW 835699307 239040 7200 7200 0 0 7200 0 0
SOUTHERN CO COM 842587107 239800 10000 10000 0 0 10000 0 0
SOUTHTRUST CORP COM 844730101 103256751 4054054 3854564 0 199490 3780564 0 273490
SOVEREIGN BANCORP INC UNIT EX
111229 845905306 2902015 49820 49820 0 0 49820 0 0
SPANISH BROADCASTING SYS INC CL A 846425882 12388059 1747258 1747258 0 0 1455338 0 291920
SPHERION CORP COM 848420105 13562100 1883625 1883625 0 0 1582197 0 301428
----------
PAGE TOTAL: 346434115
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
SPRINT CORP COM FON
GROUP 852061100 637060211 26533120 25755720 0 777400 25419900 0 1113220
SPRINT CORP PCS COM
SER 1 852061506 609457540 23182105 23182105 0 0 22946545 0 235560
SPRINT CORP EQUITY
UNIT 852061605 3536000 130000 130000 0 0 130000 0 0
SPX CORP COM 784635104 61018545 736050 736050 0 0 727750 0 8300
SPX CORP LYON ZERO
144A21 784635AC8 1109063 1950000 1950000 0 0 1950000 0 0
ST PAUL COS INC COM 792860108 599661594 14547831 14547831 0 0 14333252 0 214579
STAPLES INC COM 855030102 5095695 381700 381700 0 0 381700 0 0
STARBUCKS CORP COM 855244109 3841821 257150 257150 0 0 257150 0 0
STARWOOD HOTELS&RESORTS PAIRED
WRLDWD CTF 85590A203 70418084 3200822 3200822 0 0 3199262 0 1560
STATE STR CORP COM 857477103 366399488 8052736 8052736 0 0 8045580 0 7156
STATION CASINOS INC COM 857689103 6762353 805042 805042 0 0 751072 0 53970
STERIS CORP COM 859152100 31665949 1610679 1610679 0 0 1264889 0 345790
STMICROELECTRONICS N V NY
REGISTRY 861012102 110622504 5147627 5147627 0 0 5144037 0 3590
STORAGENETWORKS INC COM 86211E103 27560887 6959820 6959820 0 0 6159440 0 800380
STRAYER ED INC COM 863236105 5224444 117140 117140 0 0 117140 0 0
STRYKER CORP COM 863667101 5556881 105045 105045 0 0 105005 0 40
STUDENT LN CORP COM 863902102 17640651 250222 250222 0 0 176122 0 74100
SUN MICROSYSTEMS INC COM 866810104 326894153 39527709 38876059 0 651650 38631049 0 896660
SUNGARD DATA SYS INC COM 867363103 185651701 7944018 7944018 0 0 7506425 0 437593
SUNOCO INC COM 86764P109 452120 12700 12700 0 0 8000 0 4700
SUNRISE ASSISTED LIVING INC COM 86768K106 12507144 484210 484210 0 0 422130 0 62080
----------
PAGE TOTAL: 3088136828
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
SWITCHBOARD INC COM 871045100 7278500 2434281 2434281 0 0 2253878 0 180403
SYLVAN LEARNING SYS INC COM 871399101 22893817 999730 999730 0 0 999730 0 0
SYNGENTA AG SPONSORED
ADR 87160A100 33691681 3379306 2745216 0 634090 2733274 0 646032
SYNOPSYS INC COM 871607107 29984952 747568 747568 0 0 674558 0 73010
SYSCO CORP COM 871829107 14102141 552159 552159 0 0 552089 0 70
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED
ADR 874039100 50812838 5354356 5354356 0 0 5337186 0 17170
TALISMAN ENERGY INC COM 87425E103 1224360 36000 36000 0 0 36000 0 0
TALK AMERICA HLDGS INC COM 87426R103 1952438 4338750 4338750 0 0 4338750 0 0
TARGET CORP COM 87612E106 383868295 12090340 12090340 0 0 12051140 0 39200
TCF FINL CORP COM 872275102 8062342 175040 175040 0 0 175040 0 0
TECHNOLOGY SOLUTIONS CO COM 87872T108 7215894 3436140 3436140 0 0 2852396 0 583744
TECO ENERGY INC COM 872375100 257450 9500 9500 0 0 9500 0 0
TEKELEC COM 879101103 72565936 5509942 5509942 0 0 5186007 0 323935
TEKTRONIX INC COM 879131100 86382743 4938979 4938979 0 0 4938889 0 90
TELEDYNE TECHNOLOGIES INC COM 879360105 2096947 131470 131470 0 0 131470 0 0
TELEFONICA S A SPONSORED
ADR 879382208 35992228 1060154 1060154 0 0 1060154 0 0
TELEFONOS DE MEXICO S A SPON ADR
ORD L 879403780 7854898 243261 243261 0 0 243261 0 0
TELEPHONE & DATA SYS INC COM 879433100 104150484 1104459 1104459 0 0 1104459 0 0
TELETECH HOLDINGS INC COM 879939106 5616975 719203 719203 0 0 719203 0 0
TENET HEALTHCARE CORP COM 88033G100 58279959 977032 977032 0 0 973622 0 3410
TERADYNE INC COM 880770102 38903670 1995060 1995060 0 0 1994410 0 650
----------
PAGE TOTAL: 973188548
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 60878591 1007090 1007090 0 0 1007090 0 0
TEXAS INSTRS INC COM 882508104 522829826 20929937 20690337 0 239600 20596338 0 333599
THERMA-WAVE INC COM 88343A108 5813847 566100 566100 0 0 478630 0 87470
THERMO ELECTRON CORP COM 883556102 6822900 378000 378000 0 0 378000 0 0
THORATEC CORP COM NEW 885175307 1663924 100600 100600 0 0 100600 0 0
THQ INC COM NEW 872443403 3949002 91518 91518 0 0 91518 0 0
TIBCO SOFTWARE INC COM 88632Q103 31044163 4229450 4229450 0 0 3719570 0 509880
TIER TECHNOLOGIES INC CL B 88650Q100 9800424 816702 816702 0 0 816702 0 0
TIME WARNER TELECOM INC CL A 887319101 8584986 1184136 1184136 0 0 1184136 0 0
TJX COS INC NEW COM 872540109 1286390 39100 39100 0 0 39100 0 0
TOOTSIE ROLL INDS INC COM 890516107 10918103 285366 285366 0 0 200907 0 84459
TOTAL FINA ELF S A SPONSORED
ADR 89151E109 59058695 874296 874296 0 0 870446 0 3850
TOYS R US INC COM 892335100 4055942 235400 235400 0 0 235400 0 0
TRANSACTION SYS ARCHITECTS CL A 893416107 11646492 1854537 1854537 0 0 1575257 0 279280
TRANSOCEAN SEDCO FOREX INC ORD G90078109 158989390 6022325 6022325 0 0 5879452 0 142873
TRANSPORTACION MARITIMA MEXICA ADR SER
L SH 893868208 1320678 237960 237960 0 0 237960 0 0
TRANSWITCH CORP COM 894065101 9377691 3064605 3064605 0 0 2857555 0 207050
TRIAD HOSPITALS INC COM 89579K109 25908127 731868 731868 0 0 640920 0 90948
TRIBUNE CO NEW COM 896047107 22205797 707191 615521 0 91670 587221 0 119970
TRICO MARINE SERVICES INC COM 896106101 20179474 3408695 3408695 0 0 3259550 0 149145
TRIGON HEALTHCARE INC COM 89618L100 16573465 253030 253030 0 0 253030 0 0
----------
PAGE TOTAL: 992907908
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
TRITON PCS HLDGS INC CL A 89677M106 9054640 238280 238280 0 0 238280 0 0
TUBOS DE ACERO DE MEXICO S A ADR NEW 898592506 1026720 114080 114080 0 0 114080 0 0
TXU CORP COM 873168108 40179821 867440 867440 0 0 867440 0 0
TYCO INTL LTD NEW COM 902124106 1724493771 37900962 37900962 0 0 37818413 0 82549
TYCO INTL LTD NEW LYON ZRO
144A 20 902124AA4 2356000 3100000 3100000 0 0 3100000 0 0
TYCOM LTD COM G9144B106 24451274 3114812 3114812 0 0 3114812 0 0
UNILAB CORP NEW COM NEW 904763208 1801341 64960 64960 0 0 61040 0 3920
UNILEVER N V N Y SHS
NEW 904784709 904079 16736 16736 0 0 15576 0 1160
UNITED PARCEL SERVICE INC CL B 911312106 84216021 1620162 1620162 0 0 1615942 0 4220
UNITED STATES CELLULAR CORP COM 911684108 894069 18062 18062 0 0 18062 0 0
UNITED TECHNOLOGIES CORP COM 913017109 21859324 470093 470093 0 0 468380 0 1713
UNITED THERAPEUTICS CORP DEL COM 91307C102 32935046 2622217 2622217 0 0 2506271 0 115946
UNITEDHEALTH GROUP INC COM 91324P102 19665114 295716 295716 0 0 295394 0 322
UNIVERSAL HLTH SVCS INC CL B 913903100 6982304 143080 143080 0 0 143080 0 0
UNIVISION COMMUNICATIONS INC CL A 914906102 46070128 2007413 2007413 0 0 2007413 0 0
UNOCAL CORP COM 915289102 88318523 2717493 2482403 0 235090 2384043 0 333450
UNUMPROVIDENT CORP COM 91529Y106 141465069 5602577 5602577 0 0 5511687 0 90890
US BANCORP DEL COM NEW 902973304 28237824 1273121 1273121 0 0 1271734 0 1387
USA NETWORKS INC COM 902984103 9321911 518460 518460 0 0 518460 0 0
VALASSIS COMMUNICATIONS INC COM 918866104 319100 10000 10000 0 0 10000 0 0
VARIAN INC COM 922206107 23399252 918338 918338 0 0 763958 0 154380
----------
PAGE TOTAL: 2307951330
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
VARIAN SEMICONDUCTOR EQUIPMNT COM 922207105 8622785 333570 333570 0 0 333570 0 0
VEECO INSTRS INC DEL COM 922417100 17544325 662050 662050 0 0 634350 0 27700
VERISIGN INC COM 92343E102 867785872 20710880 20710880 0 0 20357194 0 353686
VERITAS SOFTWARE CO COM 923436109 457587309 24814930 24814930 0 0 24480462 0 334468
VERITY INC COM 92343C106 24432647 2419074 2419074 0 0 2035124 0 383950
VERIZON COMMUNICATIONS COM 92343V104 458693392 8477054 8229154 0 247900 8095704 0 381350
VERIZON COMMUNICATIONS DB CV ZRO
144A21 92343VAA2 3045625 5500000 5500000 0 0 5500000 0 0
VERSATEL TELECOM INTL N V SPONSORED
ADR 925301103 36108 64478 64478 0 0 64478 0 0
VI TECHNOLOGIES INC COM 917920100 7469914 1167174 1167174 0 0 1001724 0 165450
VIACOM INC CL B 925524308 1450225233 42035514 41673914 0 361600 41344723 0 690791
VIDESH SANCHAR NIGAM LTD SPON ADR
NEW 92659G600 903160 95270 95270 0 0 95270 0 0
VIGNETTE CORP COM 926734104 31667477 8945615 8945615 0 0 8249000 0 696615
VISTEON CORP COM 92839U107 24076144 1888325 1888325 0 0 1868315 0 20010
VISX INC DEL COM 92844S105 102650393 7758911 7758911 0 0 7354411 0 404500
VITESSE SEMICONDUCTOR CORP COM 928497106 5888063 759750 759750 0 0 759750 0 0
VODAFONE GROUP PLC NEW SPONSORED
ADR 92857W100 148405360 6757985 6757985 0 0 6737195 0 20790
VOTORANTIM CELULOSE E SPONSORED
PAPEL SA ADR 92906P106 2835896 217310 217310 0 0 217310 0 0
WACHOVIA CORP 2ND NEW COM 929903102 15156551 488921 488921 0 0 488921 0 0
WADDELL & REED FINL INC CL A 930059100 8111246 311971 311971 0 0 219561 0 92410
WAL MART STORES INC COM 931142103 476273605 9621689 9621689 0 0 9586812 0 34877
WALGREEN CO COM 931422109 41948823 1218380 1218380 0 0 1211720 0 6660
----------
PAGE TOTAL: 4153359926
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
WALTER INDS INC COM 93317Q105 712420 79600 79600 0 0 79600 0 0
WATCHGUARD TECHNOLOGIES INC COM 941105108 24581545 3209079 3209079 0 0 2828991 0 380088
WATERS CORP COM 941848103 5549716 155150 155150 0 0 155150 0 0
WATSON PHARMACEUTICALS INC COM 942683103 33367629 609900 609900 0 0 609900 0 0
WAVECOM S A SPONSORED
ADR 943531103 711385 38980 38980 0 0 38980 0 0
WEATHERFORD INTL INC COM 947074100 9391481 368149 368149 0 0 354219 0 13930
WEBEX INC COM 94767L109 5278140 248500 248500 0 0 248500 0 0
WEBMD CORP COM 94769M105 39427472 9255275 9255275 0 0 8016445 0 1238830
WEBMETHODS INC COM 94768C108 27080435 3919021 3919021 0 0 3503521 0 415500
WELLPOINT HEALTH NETWORK NEW COM 94973H108 10278656 94170 94170 0 0 94170 0 0
WELLS FARGO & CO NEW COM 949746101 208508505 4690855 4690855 0 0 4688683 0 2172
WESTERN WIRELESS CORP CL A 95988E204 54020165 1599176 1599176 0 0 1516276 0 82900
WESTWOOD ONE INC COM 961815107 41193761 1851405 1851405 0 0 1851405 0 0
WGL HLDGS INC COM 92924F106 54704317 2034374 1830164 0 204210 1766064 0 268310
WHITEHALL JEWELLERS INC COM 965063100 2055486 221020 221020 0 0 221020 0 0
WHOLE FOODS MKT INC COM 966837106 7012597 223260 223260 0 0 223260 0 0
WILLIAMS COS INC DEL COM 969457100 143588418 5259649 5259649 0 0 5245343 0 14306
WILLIAMS SONOMA INC COM 969904101 8949703 375880 375880 0 0 375880 0 0
WILLIS GROUP HOLDINGS LTD SHS G96655108 33249236 1421515 1421515 0 0 1338630 0 82885
WILSON GREATBATCH TECHNOLOGIES COM 972232102 14560342 496940 496940 0 0 429090 0 67850
WIND RIVER SYSTEMS INC COM 973149107 9765609 930058 930058 0 0 773168 0 156890
----------
PAGE TOTAL: 733987016
MFS 13F REPORT
DATE: 010930 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
---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ -----
WORLD WRESTLING FEDN ENTMT INC CL A 98156Q108 9562740 724450 724450 0 0 611950 0 112500
WORLDCOM INC GA NEW WRLDCOM
GP COM 98157D106 1255284 83463 83463 0 0 82714 0 749
WORLDCOM INC GA NEW MCI GROUP
COM 98157D304 221673 14555 14555 0 0 13745 0 810
XILINX INC COM 983919101 94572082 4019213 4019213 0 0 4014833 0 4380
XL CAP LTD CL A G98255105 192800290 2440510 2440510 0 0 2432810 0 7700
XO COMMUNICATIONS INC CL A 983764101 3830569 9342850 9342850 0 0 9342850 0 0
YAHOO INC COM 984332106 6719387 762700 762700 0 0 762700 0 0
YOUNG BROADCASTING INC CL A 987434107 387875 26750 26750 0 0 26750 0 0
ZARLINK SEMICONDUCTOR INC COM 989139100 81825142 10423585 10423585 0 0 9276765 0 1146820
ZIMMER HLDGS INC COM 98956P102 2235984 80576 80576 0 0 80576 0 0
ZOLL MED CORP COM 989922109 16230752 455920 455920 0 0 382740 0 73180
ZORAN CORP COM 98975F101 3848316 158890 158890 0 0 158890 0 0
-----------
PAGE TOTAL: 413490093
-----------
GRAND TOTAL: 81978271989