-----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, KqwJFQiJZfbrtIcRvQZkh6vJ69O8WY6m3vm5kIpI4jeZBiFjCl8qsFkWNMiieLSy 574y46MX7rUuEw12CchvUg== 0000950156-01-000059.txt : 20010208 0000950156-01-000059.hdr.sgml : 20010208 ACCESSION NUMBER: 0000950156-01-000059 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20001231 FILED AS OF DATE: 20010207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CENTRAL INDEX KEY: 0000912938 STANDARD INDUSTRIAL CLASSIFICATION: UNKNOWN SIC - 0000 [0000] STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: SEC FILE NUMBER: 028-04968 FILM NUMBER: 1526630 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 0001.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2000 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 February 2, 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: 896 Form 13F Information Table Value Total: $108,752,004,734 ---------------- (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: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- A D C TELECOMMUNICATIONS COM 000886101 87392298 4821644 4821644 0 0 4821644 0 0 ABBOTT LABS COM 002824100 177598910 3666596 3666596 0 0 3652936 0 13660 ABGENIX INC COM 00339B107 26138479 442560 442560 0 0 442560 0 0 ABITIBI-CONSOLIDATED INC COM 003924107 1167668 127100 127100 0 0 127100 0 0 ACE LTD ORD G0070K103 59765725 1408340 1408340 0 0 1408340 0 0 ACXIOM CORP COM 005125109 39318777 1009805 1009805 0 0 855279 0 154526 ADELPHIA BUSINESS SOLUTIONS CL A 006847107 3245529 763654 763654 0 0 572924 0 190730 ADVANCED FIBRE COMMUNICATIONS COM 00754A105 24840416 1375286 1375286 0 0 1258996 0 116290 ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 847506 276782 276782 0 0 276782 0 0 AES CORP COM 00130H105 975642268 17618822 17618822 0 0 17566612 0 52210 AFFILIATED COMPUTER SERVICES CL A 008190100 222911847 3673140 3673140 0 0 3426074 0 247066 AFLAC INC COM 001055102 764169850 10585976 10585976 0 0 10565146 0 20830 AGCO CORP COM 001084102 66459247 5481175 5481175 0 0 5239199 0 241976 AGENCY COM LTD COM 008447104 40688 10500 10500 0 0 10500 0 0 AGILE SOFTWARE CORP DEL COM 00846X105 254281 5150 5150 0 0 5150 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 67303080 1229280 1229280 0 0 1229280 0 0 AGL RES INC COM 001204106 17274039 782977 782977 0 0 782977 0 0 AIR PRODS & CHEMS INC COM 009158106 53106152 1295272 1295272 0 0 1241272 0 54000 AKAMAI TECHNOLOGIES INC COM 00971T101 140069356 6650335 6650335 0 0 6520630 0 129705 AKZO NOBEL NV SPONSORED ADR 010199305 4331728 81347 81347 0 0 81347 0 0 ---------- PAGE TOTAL 2731877843
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- ALAMOSA PCS HOLDINGS COM 011593100 417440 52180 52180 0 0 52180 0 0 ALBANY MOLECULAR RESH INC COM 012423109 3862347 62675 62675 0 0 62675 0 0 ALCAN ALUMINIUM LTD NEW COM 013716105 11553462 337949 337949 0 0 337949 0 0 ALCATEL SPONSORED ADR 013904305 8481839 151632 151632 0 0 151632 0 0 ALCOA INC COM 013817101 324188177 9677259 9677259 0 0 9639747 0 37512 ALKERMES INC COM 01642T108 563495 17960 17960 0 0 17960 0 0 ALLEGHENY ENERGY INC COM 017361106 8032773 166700 166700 0 0 166700 0 0 ALLEGIANCE TELECOM INC COM 01747T102 259839655 11669795 11669795 0 0 11553679 0 116116 ALLERGAN INC COM 018490102 103328900 1067315 1067315 0 0 1065095 0 2220 ALLIED WASTE INDS INC COM PAR $.01 NEW 019589308 483022 33170 33170 0 0 33170 0 0 ALLOS THERAPEUTICS INC COM 019777101 5190074 643770 643770 0 0 537400 0 106370 ALLSCRIPTS INC COM 019886100 113997 12200 12200 0 0 12200 0 0 ALLSTATE CORP COM 020002101 186181941 4273953 4273953 0 0 4272513 0 1440 ALLTEL CORP COM 020039103 340412580 5452097 5452097 0 0 5450110 0 1987 ALTERA CORP COM 021441100 319750844 12152282 12152282 0 0 12152282 0 0 ALZA CORP DEL COM 022615108 401904438 9456575 9456575 0 0 9444715 0 11860 AMDOCS LTD ORD G02602103 41139594 620975 620975 0 0 547250 0 73725 AMERICA ONLINE INC DEL COM 02364J104 8719314 250555 250555 0 0 243246 0 7309 AMERICAN EAGLE OUTFITTERS NEW COM 02553E106 2019550 47800 47800 0 0 47800 0 0 AMERICAN ELEC PWR INC COM 025537101 27563340 592760 592760 0 0 592760 0 0 AMERICAN EXPRESS CO COM 025816109 184046092 3350130 3350130 0 0 3347777 0 2353 ---------- PAGE TOTAL 2237792872
MFS 13F REPORT DATE: 001231 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 GENERAL CORP COM 026351106 68645820 842280 842280 0 0 839140 0 3140 AMERICAN HOME PRODS CORP COM 026609107 1417166970 22300031 22300031 0 0 22121611 0 178420 AMERICAN INTL GROUP INC COM 026874107 1605987561 16294186 16294186 0 0 16255696 0 38490 AMERICAN TOWER CORP CL A 029912201 833101038 21996067 21996067 0 0 21637429 0 358638 AMERICAN TOWER CORP NT CV 144A 09 029912AA0 3018388 1790000 1790000 0 0 1790000 0 0 AMERICAN TOWER CORP NT CONV 5%10029912AF9 5991315 6602000 6602000 0 0 6602000 0 0 AMERIHOST PPTYS INC COM NEW 03070D209 1646875 527000 527000 0 0 527000 0 0 AMERISOURCE HEALTH CORP CL A 03071P102 13294226 263252 263252 0 0 215192 0 48060 AMGEN INC COM 031162100 72706599 1137160 1137160 0 0 1133640 0 3520 AMR CORP COM 001765106 3475495 88690 88690 0 0 84750 0 3940 ANADARKO PETE CORP COM 032511107 17841080 251000 251000 0 0 251000 0 0 ANADIGICS INC COM 032515108 8260041 504430 504430 0 0 463444 0 40986 ANALOG DEVICES INC COM 032654105 289522374 5656170 5656170 0 0 5643938 0 12232 ANALOG DEVICES INC SB NT CV 144A 05 032654AC9 1017900 1160000 1160000 0 0 1160000 0 0 ANC RENTAL CORP COM 001813104 4956613 1416175 1416175 0 0 1416175 0 0 ANDREW CORP COM 034425108 9237443 424710 424710 0 0 424710 0 0 ANDRX GROUP COM 034553107 100430777 1735305 1735305 0 0 1735305 0 0 ANHEUSER BUSCH COS INC COM 035229103 250781577 5511683 5511683 0 0 5461506 0 50177 ANNTAYLOR STORES CORP GTD SD CV 144A19 036115AA1 1815000 4000000 4000000 0 0 4000000 0 0 ANTEC CORP COM 03664P105 7716722 976059 976059 0 0 794459 0 181600 AO TATNEFT SPON ADR REG S 03737P306 915306 129610 129610 0 0 129610 0 0 ---------- PAGE TOTAL 4717529117
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- APAC CUSTOMER SERVICES INC COM 00185E106 269151 73000 73000 0 0 73000 0 0 APACHE CORP COM 037411105 238024015 3397334 3397334 0 0 3308536 0 88798 APACHE CORP ACES C DP 1/50 037411600 3009350 50000 50000 0 0 50000 0 0 APOGENT TECHNOLOGIES INC COM 03760A101 263015 12830 12830 0 0 8300 0 4530 APPLEBEES INTL INC COM 037899101 97870800 3113236 3113236 0 0 3015186 0 98050 APPLERA CORP COM AP BIO GRP 038020103 943058275 10025922 10025922 0 0 10006707 0 19215 APPLIED EXTRUSION TECHNOLOGIES COM 038196101 177905 57500 57500 0 0 57500 0 0 APPLIED MICRO CIRCUITS CORP COM 03822W109 151921620 2024353 2024353 0 0 2024353 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 24412785 1627519 1627519 0 0 1627519 0 0 ARIBA INC COM 04033V104 20047224 373841 373841 0 0 373841 0 0 ARM HLDGS PLC SPONSORED ADR 042068106 16571225 734475 734475 0 0 734475 0 0 ART TECHNOLOGY GROUP INC COM 04289L107 36846556 1205633 1205633 0 0 1202313 0 3320 ARTHROCARE CORP COM 043136100 57527867 2950147 2950147 0 0 2695954 0 254193 ASPEN TECHNOLOGY INC COM 045327103 95404125 2869297 2869297 0 0 2469521 0 399776 ASSOCIATED MATLS INC COM 045709102 1111250 70000 70000 0 0 70000 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 1913122 37148 37148 0 0 37148 0 0 ASYST TECHNOLOGY CORP COM 04648X107 5473629 407355 407355 0 0 407355 0 0 AT & T CDA INC DEPS RCPT CL B 00207Q202 14102166 483166 483166 0 0 430096 0 53070 AT&T CORP COM 001957109 7216658 418357 418357 0 0 409487 0 8870 AT&T CORP COM LIB GRP A 001957208 196681047 14502363 14502363 0 0 14502363 0 0 AT&T CORP COM WIRLES GRP 001957406 865600 50000 50000 0 0 50000 0 0 ---------- PAGE TOTAL 1912767384
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- ATLANTIS PLASTICS INC COM 049156102 400582 116550 116550 0 0 116550 0 0 ATMEL CORP COM 049513104 38008054 3269510 3269510 0 0 3245510 0 24000 ATMOS ENERGY CORP COM 049560105 45498351 1866599 1866599 0 0 1866599 0 0 AUSTRALIA&NEW ZEALAND BKG GRP SPONSORED ADR 052528304 528720 13218 13218 0 0 13218 0 0 AUTOMATIC DATA PROCESSING INC COM 053015103 618222053 9764690 9764690 0 0 9734269 0 30421 AUTONATION INC COM 05329W102 69416400 11569400 11569400 0 0 11569400 0 0 AVAYA INC COM 053499109 263698 25572 25572 0 0 16416 0 9156 AVERY DENNISON CORP COM 053611109 11156088 203300 203300 0 0 203300 0 0 AVT CORP COM 002420107 9946606 2001732 2001732 0 0 1715452 0 286280 AWARE INC MASS COM 05453N100 20384703 1148434 1148434 0 0 1012426 0 136008 AXA FINL INC COM 002451102 4542470 81297 81297 0 0 70350 0 10947 AZTEC TECHNOLOGY PARTNERS INC COM 05480L101 213499 974881 974881 0 0 974881 0 0 BAKER HUGHES INC COM 057224107 443452700 10669667 10669667 0 0 10639807 0 29860 BANCO DE A EDWARDS SPON ADR REP A 059504100 804465 59590 59590 0 0 59590 0 0 BANCO LATINOAMERICANO DE EXPO CL E P16994132 1447457 41880 41880 0 0 41880 0 0 BANCO SANTANDER CHILE SPON ADR SER A 05965F108 637670 42160 42160 0 0 42160 0 0 BANCO SANTIAGO SP ADR REP COM 05965L105 367961 18810 18810 0 0 18810 0 0 BANK NEW YORK INC COM 064057102 22558073 408757 408757 0 0 408387 0 370 BANK OF AMERICA CORPORATION COM 060505104 143448785 3126949 3126949 0 0 3113439 0 13510 BANK ONE CORP COM 06423A103 82364131 2248850 2248850 0 0 2247680 0 1170 BARR LABS INC COM 068306109 1006166 13795 13795 0 0 8925 0 4870 ---------- PAGE TOTAL 1514668632
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- BARRETT RES CORP COM PAR $0.01 068480201 3424911 60285 60285 0 0 60285 0 0 BAUSCH & LOMB INC COM 071707103 859691 21260 21260 0 0 21260 0 0 BAXTER INTL INC COM 071813109 5704514 64595 64595 0 0 64595 0 0 BB&T CORP COM 054937107 16184080 433750 433750 0 0 433750 0 0 BBVA BANCO BHIF SPONSORED ADR 073297103 239362 16160 16160 0 0 16160 0 0 BCE INC COM 05534B109 61356163 2120336 2120336 0 0 2120336 0 0 BE AEROSPACE INC COM 073302101 1283200 80200 80200 0 0 80200 0 0 BEA SYS INC COM 073325102 234787554 3488049 3488049 0 0 3480289 0 7760 BEAR STEARNS COS INC COM 073902108 4924749 97160 97160 0 0 97160 0 0 BECTON DICKINSON & CO COM 075887109 249300 7200 7200 0 0 7200 0 0 BELDEN INC COM 077459105 8834306 348150 348150 0 0 254860 0 93290 BELLSOUTH CORP COM 079860102 27650979 675452 675452 0 0 670882 0 4570 BERGEN BRUNSWIG CORP CL A 083739102 681956 43080 43080 0 0 43080 0 0 BEST BUY INC COM 086516101 20931374 708050 708050 0 0 708050 0 0 BIOMET INC COM 090613100 3205717 80775 80775 0 0 80775 0 0 BIOTECH HOLDERS TR DEPOSTRY RCPTS 09067D201 8515600 50000 50000 0 0 50000 0 0 BIOVAIL CORP COM 09067J109 56139336 1445400 1445400 0 0 1445400 0 0 BISYS GROUP INC COM 055472104 180472075 3462294 3462294 0 0 3194244 0 268050 BJ SVCS CO COM 055482103 108830765 1580120 1580120 0 0 1571425 0 8695 BJS WHOLESALE CLUB INC COM 05548J106 151455841 3946732 3946732 0 0 3616867 0 329865 BLACK BOX CORP DEL COM 091826107 6102772 126320 126320 0 0 92560 0 33760 ---------- PAGE TOTAL 901834244
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- BLYTH INC COM 09643P108 5775429 239396 239396 0 0 172476 0 66920 BMC SOFTWARE INC COM 055921100 205771678 14697977 14697977 0 0 14697097 0 880 BOEING CO COM 097023105 815051490 12349265 12349265 0 0 12214777 0 134488 BOSTON SCIENTIFIC CORP COM 101137107 11380741 831500 831500 0 0 831500 0 0 BOTTOMLINE TECH DEL INC COM 101388106 16714531 650700 650700 0 0 581950 0 68750 BP AMOCO P L C SPONSORED ADR 055622104 676470734 14129937 14129937 0 0 14093937 0 36000 BRASIL TELECOM PARTICIPACOES SPON ADR PFD 105530109 656434 11126 11126 0 0 11126 0 0 BRAUN CONSULTING INC COM 105651103 6917807 1876270 1876270 0 0 1771270 0 105000 BRIGHT HORIZON FAMILY SOLUTION COM 109195107 10275590 393324 393324 0 0 320074 0 73250 BRISTOL MYERS SQUIBB CO COM 110122108 1687947107 22829532 22829532 0 0 22770609 0 58923 BROADCOM CORP CL A 111320107 2610300 31075 31075 0 0 31075 0 0 BROADVISION INC COM 111412102 13222235 1119390 1119390 0 0 1119390 0 0 BROADWING INC COM 111620100 87834070 3850345 3850345 0 0 3779154 0 71191 BROCADE COMMUNICATIONS SYS INC COM 111621108 177972053 1938440 1938440 0 0 1933900 0 4540 BROOKS AUTOMATION INC COM 11434A100 7070389 251956 251956 0 0 251956 0 0 BUDGET GROUP INC CL A 119003101 568863 267700 267700 0 0 267700 0 0 BURLINGTON NORTHN SANTA FE CP COM 12189T104 57807385 2041798 2041798 0 0 2041798 0 0 BURLINGTON RES INC COM 122014103 19432400 384800 384800 0 0 384800 0 0 BUSINESS OBJECTS S A SPONSORED ADR 12328X107 2205770 38954 38954 0 0 38954 0 0 CABLE DESIGN TECHNOLOGIES CORP COM 126924109 98076064 5833694 5833694 0 0 5382283 0 451411 CABLETRON SYS INC COM 126920107 228716892 15185028 15185028 0 0 14794806 0 390222 ---------- PAGE TOTAL 4132477961
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- CACHEFLOW INC COM 126946102 32785640 1921559 1921559 0 0 1921559 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 385827283 14030083 14030083 0 0 14030083 0 0 CALIFORNIA AMPLIFIER INC COM 129900106 2428190 262507 262507 0 0 262507 0 0 CALPINE CORP COM 131347106 721133044 16003130 16003130 0 0 15981870 0 21260 CAMBRIDGE TECH PARTNERS MASS COM 132524109 5358938 2041500 2041500 0 0 2041500 0 0 CANADIAN NATL RY CO COM 136375102 90068963 3033953 3033953 0 0 2919460 0 114493 CANADIAN NATL RY CO PFD CV 063029 136375409 2768981 60690 60690 0 0 60690 0 0 CANADIAN PAC LTD NEW COM 135923100 251346 8800 8800 0 0 8800 0 0 CANON INC ADR 138006309 514333 15268 15268 0 0 15268 0 0 CAPITAL ONE FINL CORP COM 14040H105 129000931 1960143 1960143 0 0 1949110 0 11033 CARBO CERAMICS INC COM 140781105 8740791 233480 233480 0 0 233480 0 0 CARDINAL HEALTH INC COM 14149Y108 452108611 4538104 4538104 0 0 4527594 0 10510 CAREMARK RX INC COM 141705103 326923524 24105849 24105849 0 0 20356509 0 3749340 CARNIVAL CORP COM 143658102 67533742 2191800 2191800 0 0 2191800 0 0 CARRAMERICA RLTY CORP COM 144418100 10780722 344300 344300 0 0 344300 0 0 CARRIER ACCESS CORP COM 144460102 2584260 287140 287140 0 0 209830 0 77310 CATALINA MARKETING CORP COM 148867104 6639304 170514 170514 0 0 124694 0 45820 CATERPILLAR INC DEL COM 149123101 35675614 754050 754050 0 0 754050 0 0 CEC ENTMT INC COM 125137109 1453725 42600 42600 0 0 42600 0 0 CELESTICA INC SUB VTG SHS 15101Q108 40107025 739300 739300 0 0 739300 0 0 CEMEX S A SPON ADR 5 ORD 151290889 585209 32400 32400 0 0 32400 0 0 ---------- PAGE TOTAL 2323270172
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- CENDANT CORP COM 151313103 391600960 40685814 40685814 0 0 40685814 0 0 CENTURYTEL INC COM 156700106 17918973 501230 501230 0 0 501230 0 0 CERIDIAN CORP COM 15677T106 15634456 784193 784193 0 0 611093 0 173100 CERNER CORP COM 156782104 4823875 104300 104300 0 0 104300 0 0 CHARTER COMMUNICATIONS INC DEL CL A 16117M107 71337910 3144440 3144440 0 0 3144440 0 0 CHARTER ONE FINL INC COM 160903100 7614338 263700 263700 0 0 263700 0 0 CHASE MANHATTAN CORP NEW COM 16161A108 548650957 12074982 12074982 0 0 12057976 0 17006 CHC HELICOPTER CORP CL A SUB VTG 12541C203 108000 16000 16000 0 0 16000 0 0 CHECK POINT SOFTWARE TECH LTD ORD M22465104 473412646 3544516 3544516 0 0 3537126 0 7390 CHECKFREE CORP NEW COM 162813109 346271810 8147572 8147572 0 0 7693095 0 454477 CHEVRON CORPORATION COM 166751107 50324283 595998 595998 0 0 594631 0 1367 CHINA MOBILE HONG KONG LTD SPONSORED ADR 16941M109 35927035 1324499 1324499 0 0 1324499 0 0 CHUBB CORP COM 171232101 50943310 588940 588940 0 0 588940 0 0 CIENA CORP COM 171779101 680806019 8379151 8379151 0 0 8337511 0 41640 CIGNA CORP COM 125509109 529483916 4002146 4002146 0 0 3946851 0 55295 CINTAS CORP COM 172908105 72591851 1364842 1364842 0 0 1364516 0 326 CIPHERGEN BIOSYSTEMS INC COM 17252Y104 1147251 86585 86585 0 0 86585 0 0 CISCO SYS INC COM 17275R102 3641979793 95215158 95215158 0 0 95065196 0 149962 CITADEL COMMUNICATIONS CORP COM 172853202 3512400 292700 292700 0 0 292700 0 0 CITIGROUP INC COM 172967101 1357550365 26586314 26586314 0 0 26495480 0 90834 CITRIX SYS INC COM 177376100 337427303 14996769 14996769 0 0 14464977 0 531792 ---------- PAGE TOTAL 8639067451
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- CLASSIC COMMUNICATIONS INC CL A 182728204 31165 14250 14250 0 0 14250 0 0 CLEAR CHANNEL COMMUNICATIONS COM 184502102 480880259 9927953 9927953 0 0 9917253 0 10700 CLOROX CO DEL COM 189054109 10908120 307271 307271 0 0 305193 0 2078 CLOSURE MED CORP COM 189093107 8701920 241720 241720 0 0 241720 0 0 CMS ENERGY CORP COM 125896100 4497970 141950 141950 0 0 141950 0 0 CMS ENERGY CORP ADJ CV TR8.75% 125896308 24423000 697800 697800 0 0 697800 0 0 CNET NETWORKS INC COM 12613R104 277564016 17347751 17347751 0 0 16642992 0 704759 COASTAL CORP COM 190441105 629643895 7129766 7129766 0 0 7093502 0 36264 COCA COLA CO COM 191216100 156562936 2569259 2569259 0 0 2564612 0 4647 COCA COLA ENTERPRISES INC COM 191219104 14208200 747800 747800 0 0 747800 0 0 COGNEX CORP COM 192422103 1402061 63370 63370 0 0 54970 0 8400 COLGATE PALMOLIVE CO COM 194162103 118602879 1837380 1837380 0 0 1832191 0 5189 COLT TELECOM GROUP PLC SPONSORED ADR 196877104 1442259 16436 16436 0 0 16436 0 0 COMCAST CORP CL A SPL 200300200 440059446 10540346 10540346 0 0 10517706 0 22640 COMCAST CORP ZONES CV2% PCS 200300507 1191100 27700 27700 0 0 27700 0 0 COMERICA INC COM 200340107 52831875 889800 889800 0 0 889800 0 0 COMMERCE ONE INC DEL COM 200693109 3413576 134860 134860 0 0 134860 0 0 COMMONWEALTH TEL ENTERPRISES COM 203349105 1229655 35133 35133 0 0 35133 0 0 COMMUNITY HEALTH SYS INC NEWCO COM 203668108 35229950 1006570 1006570 0 0 1006570 0 0 COMPANHIA BRASILEIRA DE DISTRB ADR 20440T201 2280849 62489 62489 0 0 62489 0 0 COMPANHIA DE BEBIDAS DAS AMERS SPON ADR PFD 20441W203 5153064 200119 200119 0 0 200119 0 0 ---------- PAGE TOTAL 2270258195
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- COMPANHIA VALE DO RIO DOCE SPON ADR PFD 204412100 1457800 59200 59200 0 0 59200 0 0 COMPANIA CERVECERIAS UNIDAS SA SPONSORED ADR 204429104 1489520 69280 69280 0 0 69280 0 0 COMPAQ COMPUTER CORP COM 204493100 410192867 27255340 27255340 0 0 26955722 0 299618 COMPLETE BUSINESS SOLUTIONS COM 20452F107 12777630 1239103 1239103 0 0 1069768 0 169335 COMPLETEL EUROPE NV ORD N21590109 4042870 1135000 1135000 0 0 1135000 0 0 COMPUTER ASSOC INTL INC COM 204912109 302230676 15499009 15499009 0 0 15402049 0 96960 COMPUTER NETWORK TECHNOLOGY CP COM 204925101 104422121 3624258 3624258 0 0 3224213 0 400045 COMPUTER SCIENCES CORP COM 205363104 647651829 10771756 10771756 0 0 10645306 0 126450 COMPUWARE CORP COM 205638109 172539238 27606278 27606278 0 0 27606278 0 0 COMVERSE TECHNOLOGY INC COM PAR $0.10 205862402 620857267 5715602 5715602 0 0 5700882 0 14720 CONAGRA FOODS INC COM 205887102 24150360 928860 928860 0 0 928860 0 0 CONCORD COMMUNICATIONS INC COM 206186108 4313024 492917 492917 0 0 420557 0 72360 CONCORD EFS INC COM 206197105 99112997 2255798 2255798 0 0 1950578 0 305220 CONEXANT SYSTEMS INC COM 207142100 1017056 66150 66150 0 0 66150 0 0 CONMED CORP COM 207410101 17881583 1044180 1044180 0 0 885740 0 158440 CONOCO INC CL A 208251306 96967187 3387500 3387500 0 0 3123560 0 263940 CONOCO INC CL B 208251405 443372714 15322000 15322000 0 0 15267480 0 54520 CONSOLIDATED STORES CORP COM 210149100 8646625 813800 813800 0 0 813800 0 0 CONSTELLATION ENERGY CORP COM 210371100 67217634 1491670 1491670 0 0 1491670 0 0 COOPER CAMERON CORP COM 216640102 271747094 4113516 4113516 0 0 4005404 0 108112 COORS ADOLPH CO CL B 217016104 21356969 265925 265925 0 0 265925 0 0 ---------- PAGE TOTAL 3333445060
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- CORNELL COMPANIES INC COM 219141108 576200 107200 107200 0 0 107200 0 0 CORNING INC COM 219350105 953462989 18053908 18053908 0 0 17923769 0 130139 COST PLUS INC CALIF COM 221485105 9003438 306500 306500 0 0 306500 0 0 COSTCO WHSL CORP NEW COM 22160K105 213738431 5351890 5351890 0 0 5337270 0 14620 COTELLIGENT INC COM 221630106 578129 617000 617000 0 0 617000 0 0 COX COMMUNICATIONS INC NEW CL A 224044107 63552055 1364891 1364891 0 0 1364891 0 0 COX RADIO INC CL A 224051102 35230563 1561500 1561500 0 0 1561500 0 0 CREDENCE SYS CORP COM 225302108 31786460 1382020 1382020 0 0 1216580 0 165440 CROWN CASTLE INTL CORP COM 228227104 769914 28450 28450 0 0 28450 0 0 CSG SYS INTL INC COM 126349109 329163455 7012878 7012878 0 0 6586773 0 426105 CUMULUS MEDIA INC CL A 231082108 76125 21000 21000 0 0 21000 0 0 CVS CORP COM 126650100 1681676983 28057410 28057410 0 0 27880384 0 177026 CYBERONICS INC COM 23251P102 28335031 1218711 1218711 0 0 1020841 0 197870 CYSIVE INC COM 23281T108 8835226 2141873 2141873 0 0 1946246 0 195627 CYTYC CORP COM 232946103 310876021 4969087 4969087 0 0 4517693 0 451394 D R HORTON INC COM 23331A109 2157787 88300 88300 0 0 88300 0 0 DANAHER CORP DEL COM 235851102 11569050 169200 169200 0 0 169200 0 0 DANKA BUSINESS SYS PLC SPONSORED ADR 236277109 278330 809100 809100 0 0 809100 0 0 DATA RETURN CORP COM 23785M104 4272094 1139225 1139225 0 0 1018725 0 120500 DAVITA INC COM 23918K108 149905469 8753604 8753604 0 0 7745736 0 1007868 DE BEERS CONS MINES LTD ADR DEFD 240253302 716124 26771 26771 0 0 26771 0 0 ---------- PAGE TOTAL 3836559873
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- DEERE & CO COM 244199105 695571384 15183170 15183170 0 0 15001110 0 182060 DEL MONTE FOODS CO COM 24522P103 49141733 6778170 6778170 0 0 5979340 0 798830 DELL COMPUTER CORP COM 247025109 205243237 11770559 11770559 0 0 11753109 0 17450 DELPHI AUTOMOTIVE SYS CORP COM 247126105 56821793 5050826 5050826 0 0 5029486 0 21340 DELTA & PINE LD CO COM 247357106 10960520 523500 523500 0 0 523500 0 0 DENDRITE INTL INC COM 248239105 47227360 2110720 2110720 0 0 1697045 0 413675 DEVON ENERGY CORP NEW COM 25179M103 275468374 4518097 4518097 0 0 4513330 0 4767 DEVON ENERGY CORP NEW SRDBCV ZRO144A20 25179MAC7 1604625 3300000 3300000 0 0 3300000 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 2278568 51348 51348 0 0 51348 0 0 DIAL CORP NEW COM 25247D101 140657 12787 12787 0 0 9597 0 3190 DIAMOND OFFSHORE DRILLING INC COM 25271C102 86861760 2171544 2171544 0 0 2138009 0 33535 DIGEX INC DEL CL A 253756100 56565293 2514013 2514013 0 0 2473400 0 40613 DIGITAL INSIGHT CORP COM 25385P106 16994771 940913 940913 0 0 791421 0 149492 DISNEY WALT CO COM DISNEY 254687106 14989569 518007 518007 0 0 500317 0 17690 DOCUMENTUM INC COM 256159104 41650625 838260 838260 0 0 838260 0 0 DOLLAR TREE STORES INC COM 256747106 10512950 429100 429100 0 0 429100 0 0 DOMINION RES INC VA NEW COM 25746U109 121065650 1806950 1806950 0 0 1803395 0 3555 DOW CHEM CO COM 260543103 20305303 554411 554411 0 0 553120 0 1291 DRIL-QUIP INC COM 262037104 14589507 426756 426756 0 0 364536 0 62220 DSP GROUP INC COM 23332B106 5952092 282800 282800 0 0 282800 0 0 DST SYS INC DEL COM 233326107 136177902 2032506 2032506 0 0 1924032 0 108474 ---------- PAGE TOTAL 1870123670
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- DTE ENERGY CO COM 233331107 8217654 211050 211050 0 0 211050 0 0 DU PONT E I DE NEMOURS & CO COM 263534109 25055425 518617 518617 0 0 517567 0 1050 DUKE ENERGY CORP COM 264399106 111739988 1310733 1310733 0 0 1310733 0 0 DUPONT PHOTOMASKS INC COM 26613X101 43290915 819221 819221 0 0 693974 0 125247 DYCOM INDS INC COM 267475101 13238328 368376 368376 0 0 269586 0 98790 DYNEGY INC NEW CL A 26816Q101 434051121 7742341 7742341 0 0 7723446 0 18895 E M C CORP MASS COM 268648102 1200439380 18051720 18051720 0 0 17992130 0 59590 E PIPHANY INC COM 26881V100 259565286 4812379 4812379 0 0 4779504 0 32875 ECHOSTAR COMMUNICATIONS NEW CL A 278762109 588131021 25851913 25851913 0 0 25545754 0 306159 ECOLAB INC COM 278865100 5551689 128550 128550 0 0 128550 0 0 EDGEWATER TECHNOLOGY INC COM 280358102 5877300 904200 904200 0 0 904200 0 0 EDISON INTL COM 281020107 90089063 5765700 5765700 0 0 5765700 0 0 EGL INC COM 268484102 40557656 1694350 1694350 0 0 1429410 0 264940 EL PASO ELEC CO COM NEW 283677854 10002960 757800 757800 0 0 757800 0 0 EL PASO ENERGY CAP TR I PFD CV TR SECS 283678209 3560000 40000 40000 0 0 40000 0 0 EL PASO ENERGY CORP DEL COM 283905107 152701707 2131961 2131961 0 0 2131961 0 0 ELECTRONIC ARTS INC COM 285512109 2770796 65004 65004 0 0 64610 0 394 ELOYALTY CORP COM 290151109 35932190 5554520 5554520 0 0 4737816 0 816704 EMBRAER-EMPRESA BRASILEIRA DE SP ADR PFD SHS 29081M102 51931308 1306448 1306448 0 0 1212248 0 94200 EMMIS COMMUNICATIONS CORP CL A 291525103 10642992 371004 371004 0 0 315394 0 55610 EMULEX CORP COM NEW 292475209 190822089 2387156 2387156 0 0 2379876 0 7280 ---------- PAGE TOTAL 3284168866
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- ENCOMPASS SVCS CORP COM 29255U104 6038971 1193001 1193001 0 0 1193001 0 0 ENERGEN CORP COM 29265N108 20313216 631100 631100 0 0 631100 0 0 ENERGY EAST CORP COM 29266M109 47958319 2436040 2436040 0 0 2428400 0 7640 ENHERENT CORP COM 293313102 468594 500100 500100 0 0 500100 0 0 ENRON CORP COM 293561106 311823986 3751266 3751266 0 0 3739990 0 11276 ENTERCOM COMMUNICATIONS CORP CL A 293639100 29843104 866600 866600 0 0 866600 0 0 ENTERGY CORP NEW COM 29364G103 21202543 501100 501100 0 0 501100 0 0 ENTRAVISION COMMUNICATIONS CP CL A 29382R107 219765 11960 11960 0 0 11960 0 0 EOG RES INC COM 26875P101 276729376 5065984 5065984 0 0 4849857 0 216127 EPRESENCE INC COM 294348107 12808214 2948484 2948484 0 0 2542564 0 405920 EQUITY OFFICE PROPERTIES TRUST COM 294741103 16067813 492500 492500 0 0 492500 0 0 EQUITY RESIDENTIAL PPTYS TR SH BEN INT 29476L107 49810337 900534 900534 0 0 900534 0 0 ERICSSON L M TEL CO ADR CL B SEK10 294821400 120820 10800 10800 0 0 10800 0 0 EVEREST RE GROUP LTD COM G3223R108 848756 11850 11850 0 0 11850 0 0 EXCHANGE APPLICATIONS COM 300867108 1547906 1269816 1269816 0 0 933141 0 336675 EXELON CORP COM 30161N101 496822810 7076240 7076240 0 0 7068959 0 7281 EXODUS COMMUNICATIONS INC COM 302088109 58934600 2946730 2946730 0 0 2940330 0 6400 EXPRESS SCRIPTS INC CL A 302182100 71851075 702700 702700 0 0 672910 0 29790 EXTENDED STAY AMER INC COM 30224P101 6526515 507900 507900 0 0 507900 0 0 EXTENSITY INC COM 302255104 383700 63780 63780 0 0 46910 0 16870 EXTREME NETWORKS INC COM 30226D106 264940102 6771632 6771632 0 0 6761482 0 10150 ---------- PAGE TOTAL 1695260523
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- EXXON MOBIL CORP COM 30231G102 1138767767 13098770 13098770 0 0 13055575 0 43195 F Y I INC COM 302712104 2337875 63400 63400 0 0 63400 0 0 FAIRCHILD SEMICONDUCTOR INTL CL A 303726103 17580801 1217760 1217760 0 0 1217760 0 0 FEDERAL HOME LN MTG CORP COM 313400301 1669832017 24244385 24244385 0 0 24207153 0 37232 FEDERAL NATL MTG ASSN COM 313586109 492910984 5681971 5681971 0 0 5680701 0 1270 FEDERATED INVS INC PA CL B 314211103 27357549 939315 939315 0 0 757975 0 181340 FEDEX CORP COM 31428X106 17990392 450210 450210 0 0 369100 0 81110 FIFTH THIRD BANCORP COM 316773100 23765563 397750 397750 0 0 397750 0 0 FINANCIAL FED CORP COM 317492106 25461589 1066454 1066454 0 0 995934 0 70520 FINISAR COM 31787A101 6740470 232430 232430 0 0 232430 0 0 FIREPOND INC COM 318224102 6347326 672600 672600 0 0 672600 0 0 FIRST DATA CORP COM 319963104 385223055 7311539 7311539 0 0 7298702 0 12837 FIRST HEALTH GROUP CORP COM 320960107 53332720 1145413 1145413 0 0 963463 0 181950 FIRST INDUSTRIAL REALTY TRUST COM 32054K103 3932576 115664 115664 0 0 115664 0 0 FIRST UN CORP COM 337358105 18086144 650300 650300 0 0 650300 0 0 FIRSTAR CORP NEW WIS COM 33763V109 34974161 1504265 1504265 0 0 1488375 0 15890 FISERV INC COM 337738108 61783467 1302432 1302432 0 0 1248917 0 53515 FLAG TELECOM HOLDINGS LTD ORD G3529L102 32172625 5147620 5147620 0 0 5036540 0 111080 FLEETBOSTON FINL CORP COM 339030108 194419935 5175974 5175974 0 0 5163974 0 12000 FLEXTRONICS INTL LTD ORD Y2573F102 715517637 25105882 25105882 0 0 25036686 0 69196 FOMENTO ECONOMICO MEXICANO SA SPON ADR UNITS 344419106 2116046 70830 70830 0 0 70830 0 0 ---------- PAGE TOTAL 4930650700
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- FORD MTR CO DEL COM PAR $0.01 345370860 23204880 990096 990096 0 0 990096 0 0 FOREST LABS INC COM 345838106 3630809 27325 27325 0 0 27325 0 0 FORTUNE BRANDS INC COM 349631101 47151960 1571732 1571732 0 0 1571732 0 0 FOUNDRY NETWORKS INC COM 35063R100 12743400 849560 849560 0 0 849560 0 0 FOUR SEASONS HOTEL INC LTD VTG SH 35100E104 13443390 211291 211291 0 0 175081 0 36210 FOUR SEASONS HOTEL INC LYON ZERO CPN 29 35100EAD6 1519510 4982000 4982000 0 0 4982000 0 0 FPL GROUP INC COM 302571104 31465963 438550 438550 0 0 438550 0 0 FRANKLIN RES INC COM 354613101 11045190 289900 289900 0 0 289900 0 0 FRIEDMANS INC CL A 358438109 601250 130000 130000 0 0 130000 0 0 FRIENDLY ICE CREAM CORP NEW COM 358497105 597774 289900 289900 0 0 289900 0 0 FUNDTECH LTD ORD M47095100 10338721 578390 578390 0 0 578390 0 0 GALILEO TECHNOLOGY LTD ORD M47298100 6012765 445390 445390 0 0 326940 0 118450 GALLAGHER ARTHUR J & CO COM 363576109 97751160 1536364 1536364 0 0 1536364 0 0 GAMETECH INTERNATIONAL INC COM 36466D102 1736915 545000 545000 0 0 545000 0 0 GANNETT INC COM 364730101 245672841 3895735 3895735 0 0 3894311 0 1424 GAP INC DEL COM 364760108 238434818 9350385 9350385 0 0 9333875 0 16510 GARTNER GROUP INC NEW COM 366651107 6464300 936855 936855 0 0 783125 0 153730 GASONICS INTL CORP COM 367278108 6076502 330694 330694 0 0 330694 0 0 GAYLORD CONTAINER CORP CL A 368145108 546500 546500 546500 0 0 546500 0 0 GEMSTAR-TV GUIDE INTL INC COM 36866W106 88798466 1925170 1925170 0 0 1918100 0 7070 GENENTECH INC COM NEW 368710406 142039830 1742820 1742820 0 0 1742820 0 0 ---------- PAGE TOTAL 989276942
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- GENERAL DYNAMICS CORP COM 369550108 442326690 5670855 5670855 0 0 5641458 0 29397 GENERAL ELEC CO COM 369604103 1537813064 32079877 32079877 0 0 31967170 0 112707 GENERAL MLS INC COM 370334104 63717154 1429854 1429854 0 0 1429854 0 0 GENERAL MTRS CORP CL H NEW 370442832 72632390 3157930 3157930 0 0 3157930 0 0 GENZYME CORP COM GENL DIV 372917104 14313474 159150 159150 0 0 159150 0 0 GILLETTE CO COM 375766102 84161496 2329730 2329730 0 0 2328304 0 1426 GLENAYRE TECHNOLOGIES INC COM 377899109 2983695 845000 845000 0 0 845000 0 0 GLOBAL CROSSING LTD COM G3921A100 404981526 28296641 28296641 0 0 28239571 0 57070 GLOBAL CROSSING LTD PFD CV 6.75% G3921A134 11864325 80300 80300 0 0 80300 0 0 GLOBAL CROSSING LTD PFD CONV 7% G3921A142 7192763 58300 58300 0 0 58300 0 0 GLOBAL INDS LTD COM 379336100 165181341 12068484 12068484 0 0 10808864 0 1259620 GLOBAL MARINE INC COM 379352404 517497603 18237801 18237801 0 0 18104371 0 133430 GOLDEN ST BANCORP INC COM 381197102 2121998 67500 67500 0 0 67500 0 0 GOLDEN WEST FINL CORP DEL COM 381317106 102224363 1514435 1514435 0 0 1514435 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 195485648 1828045 1828045 0 0 1825275 0 2770 GOODRICH B F CO COM 382388106 1897684 52170 52170 0 0 46810 0 5360 GPU INC COM 36225X100 727037 19750 19750 0 0 18000 0 1750 GRAINGER W W INC COM 384802104 305157192 8360471 8360471 0 0 8165432 0 195039 GRANT PRIDECO INC COM 38821G101 201529888 9186757 9186757 0 0 9086297 0 100460 GREY WOLF INC COM 397888108 4258200 724800 724800 0 0 724800 0 0 GRUPO AEROPORTUARIO DEL SUREST SPON ADR SER B 40051E202 25676814 1544470 1544470 0 0 1544470 0 0 ---------- PAGE TOTAL 4163744342
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- GRUPO IUSACELL S A DE C V NEW SPON ADR V 40050B100 6127475 628459 628459 0 0 628459 0 0 GRUPO TELEVISA SA DE CV SP ADR REP ORD 40049J206 26739312 595040 595040 0 0 517000 0 78040 GULF CDA RES LTD ORD 40218L305 539103 106500 106500 0 0 106500 0 0 GULF ISLAND FABRICATION INC COM 402307102 3892018 214000 214000 0 0 214000 0 0 HAEMONETICS CORP COM 405024100 48173738 1560283 1560283 0 0 1328063 0 232220 HALLIBURTON CO COM 406216101 87458925 2412660 2412660 0 0 2412660 0 0 HANCOCK JOHN FINL SVCS INC COM 41014S106 190026078 5050527 5050527 0 0 5033077 0 17450 HARLEY DAVIDSON INC COM 412822108 289743077 7289134 7289134 0 0 7271984 0 17150 HARMONIC INC COM 413160102 4791133 842471 842471 0 0 724421 0 118050 HARRAHS ENTMT INC COM 413619107 113852831 4316695 4316695 0 0 4303645 0 13050 HARTFORD FINL SVCS GROUP INC COM 416515104 936798886 13264409 13264409 0 0 13165421 0 98988 HARVARD BIOSCIENCE INC COM 416906105 4795695 485640 485640 0 0 388650 0 96990 HCA-HEALTHCARE CO COM 404119109 433053119 9839880 9839880 0 0 9823340 0 16540 HEALTH MGMT ASSOC INC NEW CL A 421933102 36628834 1765245 1765245 0 0 1765245 0 0 HEALTH NET INC COM 42222G108 2377780 90800 90800 0 0 90800 0 0 HEALTHSOUTH CORP COM 421924101 32045740 1964550 1964550 0 0 1964550 0 0 HEINZ H J CO COM 423074103 13756730 290000 290000 0 0 290000 0 0 HERSHEY FOODS CORP COM 427866108 48629519 755410 755410 0 0 755410 0 0 HEWLETT PACKARD CO COM 428236103 38664902 1225046 1225046 0 0 1146584 0 78462 HI / FN INC COM 428358105 10645938 387125 387125 0 0 327005 0 60120 HIGHWOODS PPTYS INC COM 431284108 3531255 141960 141960 0 0 141960 0 0 ---------- PAGE TOTAL 2332272085
MFS 13F REPORT DATE: 001231 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 1822517 173573 173573 0 0 149543 0 24030 HISPANIC BROADCASTING CORP CL A 43357B104 2935050 115100 115100 0 0 115100 0 0 HNC SOFTWARE INC COM 40425P107 47632821 1604501 1604501 0 0 1350811 0 253690 HOME DEPOT INC COM 437076102 327847399 7175945 7175945 0 0 7175775 0 170 HONEYWELL INTL INC COM 438516106 161460054 3412666 3412666 0 0 3406846 0 5820 HOUSEHOLD INTL INC COM 441815107 31436350 571570 571570 0 0 571570 0 0 HOUSTON EXPL CO COM 442120101 88753437 2327959 2327959 0 0 2195631 0 132328 HSBC HLDGS PLC SPON ADR NEW 404280406 2331869 31683 31683 0 0 31683 0 0 HUMAN GENOME SCIENCES INC COM 444903108 13079868 188710 188710 0 0 188710 0 0 HYPERION SOLUTIONS CORP COM 44914M104 44813441 2902989 2902989 0 0 2455939 0 447050 I-STAT CORP COM 450312103 7954893 300900 300900 0 0 300900 0 0 I2 TECHNOLOGIES INC COM 465754109 125927389 2315906 2315906 0 0 2313596 0 2310 ICN PHARMACEUTICALS INC NEW COM 448924100 2516641 82010 82010 0 0 82010 0 0 IDEC PHARMACEUTICALS CORP COM 449370105 19654736 103685 103685 0 0 103685 0 0 IDEXX LABS INC COM 45168D104 52695346 2395243 2395243 0 0 2000563 0 394680 IDX SYS CORP COM 449491109 18286250 731450 731450 0 0 662900 0 68550 IKON OFFICE SOLUTIONS INC COM 451713101 6757750 2703100 2703100 0 0 2703100 0 0 ILLUMINA INC COM 452327109 6863935 427340 427340 0 0 427340 0 0 IMMUNEX CORP NEW COM 452528102 49640703 1221925 1221925 0 0 1221925 0 0 IMMUNOGEN INC COM 45253H101 846118 39470 39470 0 0 39470 0 0 IMPATH INC COM 45255G101 76413155 1149070 1149070 0 0 966300 0 182770 ---------- PAGE TOTAL 1089669722
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- IMRGLOBAL CORPORATION COM 45321W106 24454428 4549661 4549661 0 0 3941761 0 607900 IMS HEALTH INC COM 449934108 121643100 4505300 4505300 0 0 4405610 0 99690 INFINITY BROADCASTING CP NEW CL A 45662S102 301081463 10777158 10777158 0 0 10759782 0 17376 INFORMATICA CORP COM 45666Q102 11166770 282260 282260 0 0 282260 0 0 INFORMATION HLDGS INC COM 456727106 611003 26070 26070 0 0 26070 0 0 INFOUSA INC NEW COM 456818301 7401844 2193139 2193139 0 0 1824939 0 368200 ING GROEP N V SPONSORED ADR 456837103 2653259 33114 33114 0 0 33114 0 0 INGERSOLL-RAND CO COM 456866102 233711452 5581169 5581169 0 0 5511205 0 69964 INGLES MKTS INC CL A 457030104 888475 88300 88300 0 0 88300 0 0 INKTOMI CORP COM 457277101 4270695 238920 238920 0 0 238920 0 0 INPUT/OUTPUT INC COM 457652105 24511256 2406131 2406131 0 0 2008461 0 397670 INRANGE TECHNOLOGIES CORP CL B 45769V206 6843564 404060 404060 0 0 404060 0 0 INTEL CORP COM 458140100 481936368 16031414 16031414 0 0 15942140 0 89274 INTERMEDIA COMMUNICATIONS INC COM 458801107 21615276 3007552 3007552 0 0 2579347 0 428205 INTERNAP NETWORK SVCS CORP COM 45885A102 49419038 6816419 6816419 0 0 6573760 0 242659 INTERNATIONAL BUSINESS MACHS COM 459200101 739426645 8699137 8699137 0 0 8598371 0 100766 INTERNATIONAL SPEEDWAY CORP CL A 460335201 411274 10823 10823 0 0 10823 0 0 INTERNET SEC SYS INC COM 46060X107 361136027 4604154 4604154 0 0 4474559 0 129595 INTERTAPE POLYMER GROUP INC COM 460919103 3907972 534460 534460 0 0 534460 0 0 INTERWOVEN INC COM 46114T102 53172586 806415 806415 0 0 806415 0 0 INTRABIOTICS PHARMACEUTICALS COM 46116T100 18466111 1918557 1918557 0 0 1828917 0 89640 ---------- PAGE TOTAL 2468728606
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- INTROGEN THERAPEUTICS INC COM 46119F107 2278710 325530 325530 0 0 275200 0 50330 INTUIT COM 461202103 6216454 157630 157630 0 0 157630 0 0 IVEX PACKAGING CORP DEL COM 465855104 28201525 2578543 2578543 0 0 2308863 0 269680 IVILLAGE INC COM 46588H105 45560 42900 42900 0 0 42900 0 0 JABIL CIRCUIT INC COM 466313103 2386646 94055 94055 0 0 94055 0 0 JDA SOFTWARE GROUP INC COM 46612K108 7310266 559659 559659 0 0 404329 0 155330 JEFFERSON PILOT CORP COM 475070108 57634492 771030 771030 0 0 771030 0 0 JNI CORP COM 46622G105 49133281 2165702 2165702 0 0 2061422 0 104280 JOHNSON & JOHNSON COM 478160104 88847466 845667 845667 0 0 835241 0 10426 JPM CO COM 465933109 103050 150000 150000 0 0 150000 0 0 JUNIPER NETWORKS INC COM 48203R104 23886228 189480 189480 0 0 189480 0 0 JUPITER MEDIA METRIX INC COM 48206U104 3113644 334369 334369 0 0 334369 0 0 KANA COMMUNICATIONS COM 483600102 4017525 349350 349350 0 0 349350 0 0 KANSAS CITY SOUTHN INDS INC COM NEW 485170302 319444 31550 31550 0 0 31550 0 0 KEEBLER FOODS CO COM 487256109 23502652 567190 567190 0 0 451650 0 115540 KERR MCGEE CORP COM 492386107 42802865 639450 639450 0 0 639450 0 0 KEY ENERGY SVCS INC COM 492914106 6595036 631890 631890 0 0 631890 0 0 KEY3MEDIA GROUP INC COM 49326R104 1947239 159780 159780 0 0 159780 0 0 KEYSPAN CORP COM 49337W100 59265675 1398600 1398600 0 0 1398600 0 0 KFORCE COM INC COM 493732101 35081 11457 11457 0 0 11457 0 0 KILROY RLTY CORP COM 49427F108 16845001 600278 600278 0 0 543878 0 56400 ---------- PAGE TOTAL 424487840
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- KIMBERLY CLARK CORP COM 494368103 42825416 605820 605820 0 0 605820 0 0 KINDER MORGAN INC KANS COM 49455P101 43748362 838300 838300 0 0 838300 0 0 KING PHARMACEUTICALS INC COM 495582108 797014 15420 15420 0 0 9900 0 5520 KNIGHTSBRIDGE TANKERS LTD ORD G5299G106 4331461 197450 197450 0 0 197450 0 0 KOREA TELECOM SPONSORED ADR 50063P103 9306262 300202 300202 0 0 300202 0 0 KROGER CO COM 501044101 641223022 23694591 23694591 0 0 23619572 0 75019 L-3 COMMUNICATIONS HLDGS INC COM 502424104 985600 12800 12800 0 0 12800 0 0 L90 INC COM 539441105 2660086 616903 616903 0 0 540563 0 76340 LABOR READY INC COM NEW 505401208 136620 41250 41250 0 0 41250 0 0 LABORATORIO CHILE SA ADR 50540H104 235771 13190 13190 0 0 13190 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 10728080 60955 60955 0 0 60955 0 0 LAM RESEARCH CORP COM 512807108 11539100 795800 795800 0 0 795800 0 0 LANDRYS SEAFOOD RESTAURANTS COM 51508L103 3246338 326692 326692 0 0 234602 0 92090 LATTICE SEMICONDUCTOR CORP COM 518415104 17415825 947800 947800 0 0 947800 0 0 LEHMAN BROS HLDGS INC COM 524908100 120461562 1781317 1781317 0 0 1771627 0 9690 LEVEL 3 COMMUNICATIONS INC COM 52729N100 102626749 3127720 3127720 0 0 3117820 0 9900 LEXMARK INTL NEW CL A 529771107 34235451 772600 772600 0 0 772600 0 0 LIFEPOINT HOSPITALS INC COM 53219L109 53724727 1071815 1071815 0 0 901865 0 169950 LIGHTSPAN INC COM 53226T103 2704707 1882190 1882190 0 0 1840960 0 41230 LILLY ELI & CO COM 532457108 23905022 256872 256872 0 0 256102 0 770 LINCARE HLDGS INC COM 532791100 57007220 999040 999040 0 0 832920 0 166120 ---------- PAGE TOTAL 1183844395
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- LINCOLN NATL CORP IND COM 534187109 79882432 1688418 1688418 0 0 1686238 0 2180 LINEAR TECHNOLOGY CORP COM 535678106 52490975 1134940 1134940 0 0 1134750 0 190 LITTON INDS INC COM 538021106 600382 7630 7630 0 0 4900 0 2730 LOCKHEED MARTIN CORP COM 539830109 478695 14100 14100 0 0 9100 0 5000 LOEWS CORP COM 540424108 1398087 13500 13500 0 0 8730 0 4770 LOUIS DREYFUS NAT GAS CORP COM 546011107 1519034 33158 33158 0 0 33158 0 0 LOWES COS INC COM 548661107 1624250 36500 36500 0 0 36500 0 0 LUCENT TECHNOLOGIES INC COM 549463107 79810893 5911918 5911918 0 0 5909378 0 2540 LUMINANT WORLDWIDE CORP COM 550260103 32338 39825 39825 0 0 39825 0 0 MACROMEDIA INC COM 556100105 35210700 579600 579600 0 0 575100 0 4500 MAGYAR TAVKOZLESI RT SPONSORED ADR 559776109 15252705 746328 746328 0 0 746328 0 0 MAIL-WELL INC COM 560321200 7632240 1770000 1770000 0 0 1770000 0 0 MANOR CARE INC NEW COM 564055101 16426596 796441 796441 0 0 796441 0 0 MANUFACTURERS SVCS LTD COM 565005105 351125 53000 53000 0 0 53000 0 0 MARINE DRILLING COS INC COM PAR $0.01 568240204 32521232 1215747 1215747 0 0 1044127 0 171620 MARSH & MCLENNAN COS INC COM 571748102 35061156 299668 299668 0 0 270958 0 28710 MARSH SUPERMARKETS INC CL B 571783208 539088 42700 42700 0 0 42700 0 0 MARTEK BIOSCIENCES CORP COM 572901106 9925354 810233 810233 0 0 809033 0 1200 MARTIN MARIETTA MATLS INC COM 573284106 35033072 828205 828205 0 0 712765 0 115440 MAXIM INTEGRATED PRODS INC COM 57772K101 22165643 463600 463600 0 0 463600 0 0 MAXXAM INC COM 577913106 349301 23000 23000 0 0 23000 0 0 ---------- PAGE TOTAL 428305298
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- MAY DEPT STORES CO COM 577778103 464395 14180 14180 0 0 9100 0 5080 MCCORMICK & CO INC COM NON VTG 579780206 6316404 175154 175154 0 0 175154 0 0 MCDONALDS CORP COM 580135101 12186892 358438 358438 0 0 357916 0 522 MCKESSON HBOC INC COM 58155Q103 37542268 1046037 1046037 0 0 1046037 0 0 MCLEODUSA INC CL A 582266102 93404953 6612740 6612740 0 0 6612740 0 0 MCN ENERGY GROUP INC COM 55267J100 38382488 1386300 1386300 0 0 1386300 0 0 MDU RES GROUP INC COM 552690109 31242250 961300 961300 0 0 961300 0 0 MEDAREX INC COM 583916101 4779568 117290 117290 0 0 117290 0 0 MEDTRONIC INC COM 585055106 846215396 14015990 14015990 0 0 13975675 0 40315 MELLON FINL CORP COM 58551A108 127240326 2586869 2586869 0 0 2586869 0 0 MEMBERWORKS INC COM 586002107 2540863 119570 119570 0 0 87571 0 31999 MERCATOR SOFTWARE INC COM 587587106 5621965 1045947 1045947 0 0 727257 0 318690 MERCK & CO INC COM 589331107 50437473 538718 538718 0 0 533138 0 5580 MERCURY INTERACTIVE CORP COM 589405109 75306947 834426 834426 0 0 834376 0 50 MERISTAR HOSPITALITY CORP COM 58984Y103 7357524 373725 373725 0 0 272835 0 100890 MERISTAR HOTELS & RESORTS INC COM 589988104 2273250 866000 866000 0 0 866000 0 0 MERRILL LYNCH & CO INC COM 590188108 439159192 6440512 6440512 0 0 6413912 0 26600 META GROUP INC COM 591002100 3542155 544947 544947 0 0 457905 0 87042 METASOLV SOFTWARE INC COM 591393103 22228929 2436047 2436047 0 0 2141272 0 294775 METLIFE INC COM 59156R108 35142450 1004070 1004070 0 0 904320 0 99750 METRO GOLDWYN MAYER INC COM 591610100 12769034 782800 782800 0 0 782800 0 0 ---------- PAGE TOTAL 1854154719
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- METROMEDIA FIBER NETWORK INC CL A 591689104 176248609 17407270 17407270 0 0 17319082 0 88188 METTLER TOLEDO INTERNATIONAL COM 592688105 31091027 571789 571789 0 0 477699 0 94090 MGM MIRAGE COM 552953101 28139082 998300 998300 0 0 986040 0 12260 MICREL INC COM 594793101 14367506 426500 426500 0 0 426500 0 0 MICRO LINEAR CORP COM 594850109 772000 193000 193000 0 0 193000 0 0 MICROCHIP TECHNOLOGY INC COM 595017104 4043954 184344 184344 0 0 142115 0 42229 MICROMUSE INC COM 595094103 527839 8745 8745 0 0 8745 0 0 MICRON TECHNOLOGY INC COM 595112103 202648697 5708414 5708414 0 0 5694894 0 13520 MICROSOFT CORP COM 594918104 1562505866 36023190 36023190 0 0 35934505 0 88685 MID ATLANTIC MED SVCS INC COM 59523C107 14662069 740060 740060 0 0 562480 0 177580 MILLENNIUM PHARMACEUTICALS INC COM 599902103 18149175 293320 293320 0 0 293320 0 0 MILLIPORE CORP COM 601073109 3718575 59025 59025 0 0 59025 0 0 MINNESOTA MNG & MFG CO COM 604059105 117225413 972825 972825 0 0 972825 0 0 MITEL CORP COM 606711109 44498531 5519540 5519540 0 0 4867440 0 652100 MKS INSTRUMENT INC COM 55306N104 6409188 413496 413496 0 0 344826 0 68670 MOBILE TELESYSTEMS OJSC SPONSORED ADR 607409109 1173840 48910 48910 0 0 48910 0 0 MODIS PROFESSIONAL SVCS INC COM 607830106 51565854 12500813 12500813 0 0 11970397 0 530416 MONTANA POWER CO COM 612085100 29940175 1442900 1442900 0 0 1442900 0 0 MOOG INC CL A 615394202 1152750 39750 39750 0 0 39750 0 0 MORGAN J P & CO INC COM 616880100 496500 3000 3000 0 0 3000 0 0 MORGAN STANLEY DEAN WITTER&CO COM NEW 617446448 389415005 4913754 4913754 0 0 4904774 0 8980 ---------- PAGE TOTAL 2698751654
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- MOTHERS WK INC COM 619903107 1627681 163800 163800 0 0 163800 0 0 MOTOROLA INC COM 620076109 83654633 4131093 4131093 0 0 4130769 0 324 MOVIE GALLERY INC COM 624581104 958750 295000 295000 0 0 295000 0 0 MPOWER COMMUNICATIONS CORP COM 62473J106 12991947 2535014 2535014 0 0 2307789 0 227225 MYLAN LABS INC COM 628530107 4788301 190110 190110 0 0 190110 0 0 NABORS INDS INC COM 629568106 16088800 272000 272000 0 0 272000 0 0 NATIONAL CITY CORP COM 635405103 11640875 404900 404900 0 0 404900 0 0 NATIONAL DATA CORP COM 635621105 83467276 2278970 2278970 0 0 1993713 0 285257 NATIONAL EQUIP SVCS INC COM 635847106 388313 207100 207100 0 0 207100 0 0 NATIONAL FUEL GAS CO N J COM 636180101 129592570 2059084 2059084 0 0 2059084 0 0 NATIONAL PROCESSING INC COM 637229105 11194942 658526 658526 0 0 481306 0 177220 NATIONAL-OILWELL INC COM 637071101 30149475 779318 779318 0 0 653208 0 126110 NATIONWIDE FINL SVCS INC CL A 638612101 68945063 1451475 1451475 0 0 1451475 0 0 NATURAL MICROSYSTEMS CORP COM 638882100 26686012 2702381 2702381 0 0 2441531 0 260850 NAVIGANT CONSULTING INC COM 63935N107 5006757 1313420 1313420 0 0 1313420 0 0 NCO GROUP INC COM 628858102 40606515 1336840 1336840 0 0 1132300 0 204540 NDS GROUP PLC SPONSORED ADR 628891103 1541518 28220 28220 0 0 22920 0 5300 NETEGRITY INC COM 64110P107 63832661 1173934 1173934 0 0 1091144 0 82790 NETOPIA INC COM 64114K104 3812373 884131 884131 0 0 749560 0 134571 NETRO CORP COM 64114R109 25669390 3700359 3700359 0 0 3532499 0 167860 NETWORK APPLIANCE INC COM 64120L104 64896266 1011050 1011050 0 0 1011050 0 0 ---------- PAGE TOTAL 687540117
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- NETWORKS ASSOCS INC COM 640938106 1491409 356200 356200 0 0 356200 0 0 NEW YORK TIMES CO CL A 650111107 188010125 4692979 4692979 0 0 4688491 0 4488 NEWFIELD EXPL CO COM 651290108 266428677 5616474 5616474 0 0 5285689 0 330785 NEWS CORP LTD SP ADR PFD 652487802 2621886 90217 90217 0 0 90217 0 0 NEXTCARD INC COM 65332K107 8896000 1112000 1112000 0 0 1112000 0 0 NEXTEL COMMUNICATIONS INC CL A 65332V103 21672833 875670 875670 0 0 875670 0 0 NEXTEL PARTNERS INC CL A 65333F107 75153171 4470210 4470210 0 0 4470210 0 0 NICOR INC COM 654086107 59415336 1375769 1375769 0 0 1375769 0 0 NIKE INC CL B 654106103 69031630 1236860 1236860 0 0 1236860 0 0 NISOURCE INC COM 65473P105 321266345 10447686 10447686 0 0 10430876 0 16810 NOBLE AFFILIATES INC COM 654894104 17746846 385801 385801 0 0 368868 0 16933 NOBLE DRILLING CORP COM 655042109 771235576 17755268 17755268 0 0 17203864 0 551404 NOKIA CORP SPONSORED ADR 654902204 321885428 7399665 7399665 0 0 7383915 0 15750 NORTEL NETWORKS CORP NEW COM 656568102 607247868 18939800 18939800 0 0 18881098 0 58702 NORTHEAST UTILS COM 664397106 26102700 1076400 1076400 0 0 1076400 0 0 NORTHERN TR CORP COM 665859104 53911259 660985 660985 0 0 660985 0 0 NORTHROP GRUMMAN CORP COM 666807102 400890 4830 4830 0 0 3100 0 1730 NOVA CORP GA COM 669784100 180322011 9044591 9044591 0 0 8224581 0 820010 NOVARTIS A G SPONSORED ADR 66987V109 6662693 148887 148887 0 0 148887 0 0 NOVATEL WIRELESS INC COM 66987M109 3915945 316440 316440 0 0 232960 0 83480 NOVELLUS SYS INC COM 670008101 10341626 287771 287771 0 0 287771 0 0 ---------- PAGE TOTAL 3013760253
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- NRG ENERGY INC COM 629377102 61144682 2198500 2198500 0 0 2198500 0 0 NSTAR COM 67019E107 32987725 769393 769393 0 0 767753 0 1640 NTL INC COM 629407107 111241104 4647245 4647245 0 0 4527497 0 119748 NUANCE COMMUNICATIONS INC COM 669967101 4821806 111810 111810 0 0 111810 0 0 NUMERICAL TECHNOLOGIES INC COM 67053T101 5791580 320650 320650 0 0 269420 0 51230 OCCIDENTAL PETE CORP DEL COM 674599105 99096607 4086458 4086458 0 0 4086208 0 250 OCEAN ENERGY INC TEX COM 67481E106 608125 35000 35000 0 0 35000 0 0 OCEANEERING INTL INC COM 675232102 16586953 853370 853370 0 0 853370 0 0 OFFICE DEPOT INC COM 676220106 144389507 20265194 20265194 0 0 20065754 0 199440 OMNICARE INC COM 681904108 19630094 907750 907750 0 0 907750 0 0 OMNICOM GROUP INC COM 681919106 4507986 54395 54395 0 0 54395 0 0 ON SEMICONDUCTOR CORP COM 682189105 3512250 669000 669000 0 0 669000 0 0 ONESOURCE INFORMATION SVCS INC COM 68272J106 3491375 450500 450500 0 0 450500 0 0 ONYX SOFTWARE CORP COM 683402101 10078750 916250 916250 0 0 797070 0 119180 ORACLE CORP COM 68389X105 3896523251 134076225 134076225 0 0 134022465 0 53760 ORION PWR HLDGS INC COM 686286105 32958100 1338400 1338400 0 0 1338400 0 0 ORTHODONTIC CTRS AMER INC COM 68750P103 68625812 2196026 2196026 0 0 2016586 0 179440 ORTHOFIX INTL N V COM N6748L102 975375 51000 51000 0 0 51000 0 0 OSTEOTECH INC COM 688582105 8241967 1735151 1735151 0 0 1445681 0 289470 OWENS ILL INC COM NEW 690768403 28935740 5088050 5088050 0 0 5088050 0 0 OWENS ILL INC PFD CONV $.01 690768502 5699720 438440 438440 0 0 438440 0 0 ---------- PAGE TOTAL 4559848509
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- OXFORD HEALTH PLANS INC COM 691471106 1544450 39100 39100 0 0 39100 0 0 PACIFICARE HEALTH SYS DEL COM 695112102 14755500 983700 983700 0 0 983700 0 0 PACKAGED ICE INC COM 695148106 111335 74223 74223 0 0 74223 0 0 PACKETEER INC COM 695210104 7779705 628663 628663 0 0 532673 0 95990 PALM INC COM 696642107 19019718 671790 671790 0 0 666670 0 5120 PAPA JOHNS INTL INC COM 698813102 29087981 1307325 1307325 0 0 1099725 0 207600 PAREXEL INTL CORP COM 699462107 21978644 2032801 2032801 0 0 1691131 0 341670 PARTNER COMMUNICATIONS CO LTD ADR 70211M109 59325186 10097904 10097904 0 0 10097904 0 0 PARTNERRE LTD COM G6852T105 863150 14150 14150 0 0 14150 0 0 PATHMARK STORES INC NEW COM 70322A101 732386 44387 44387 0 0 44387 0 0 PATHMARK STORES INC NEW WT EXP 092810 70322A119 165066 34303 34303 0 0 34303 0 0 PEGASUS COMMUNICATIONS CORP CL A 705904100 17746900 689200 689200 0 0 689200 0 0 PEOPLESOFT INC COM 712713106 24512555 659170 659170 0 0 659170 0 0 PEPSI BOTTLING GROUP INC COM 713409100 8139563 204450 204450 0 0 204450 0 0 PEPSICO INC COM 713448108 215599012 4350087 4350087 0 0 4338097 0 11990 PEREGRINE SYSTEMS INC COM 71366Q101 34698202 1756871 1756871 0 0 1473846 0 283025 PERFORMANCE FOOD GROUP CO COM 713755106 5126600 100000 100000 0 0 100000 0 0 PERSONNEL GROUP AMER INC COM 715338109 718325 425800 425800 0 0 425800 0 0 PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 71654V408 6864718 271870 271870 0 0 271870 0 0 PETROLEUM GEO-SVCS A/S SPONSORED ADR 716597109 239616 18000 18000 0 0 18000 0 0 PFIZER INC COM 717081103 1468770984 31929804 31929804 0 0 31863515 0 66289 ---------- PAGE TOTAL 1937779595
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- PG&E CORP COM 69331C108 19366000 968300 968300 0 0 968300 0 0 PHARMACIA CORP COM 71713U102 1238803555 20308255 20308255 0 0 20187626 0 120629 PHELPS DODGE CORP COM 717265102 117223060 2100320 2100320 0 0 2100320 0 0 PHILIP MORRIS COS INC COM 718154107 499742540 11357785 11357785 0 0 11337185 0 20600 PHILLIPS PETE CO COM 718507106 10011081 176019 176019 0 0 176019 0 0 PHOTRONICS INC COM 719405102 34139811 1456663 1456663 0 0 1224159 0 232504 PINNACLE HLDGS INC COM 72346N101 58434014 6448247 6448247 0 0 5945837 0 502410 PINNACLE SYS INC COM 723481107 4890363 663100 663100 0 0 663100 0 0 PINNACLE WEST CAP CORP COM 723484101 98357674 2065253 2065253 0 0 2053553 0 11700 PMC-SIERRA INC COM 69344F106 750318 9543 9543 0 0 9543 0 0 PMI GROUP INC COM 69344M101 270748 4000 4000 0 0 4000 0 0 PNC FINL SVCS GROUP INC COM 693475105 617605945 8453176 8453176 0 0 8435936 0 17240 PNV INC COM 69348A103 14851 79417 79417 0 0 79417 0 0 POLYMER GROUP INC COM 731745105 777763 144700 144700 0 0 144700 0 0 PORTAL SOFTWARE INC COM 736126103 23967868 3055567 3055567 0 0 3055567 0 0 POTASH CORP SASK INC COM 73755L107 3210792 41000 41000 0 0 41000 0 0 POWERTEL INC COM 73936C109 11749759 189705 189705 0 0 189705 0 0 POWERWAVE TECHNOLOGIES INC COM 739363109 93358278 1595868 1595868 0 0 1595868 0 0 PRAXAIR INC COM 74005P104 86147850 1941360 1941360 0 0 1894860 0 46500 PRECISE SOFTWARE SOLUTIONS LTD ORD M41450103 7053750 285000 285000 0 0 285000 0 0 PRECISION DRILLING CORP COM 74022D100 3662295 97500 97500 0 0 97500 0 0 ---------- PAGE TOTAL 2929538313
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- PREDICTIVE SYS INC COM 74036W102 3470338 484955 484955 0 0 484955 0 0 PRI AUTOMATION INC COM 69357H106 23595825 1258444 1258444 0 0 1057774 0 200670 PROBUSINESS SERVICES INC COM 742674104 21664313 815613 815613 0 0 681743 0 133870 PROCTER & GAMBLE CO COM 742718109 51354508 654723 654723 0 0 654487 0 236 PROFIT RECOVERY GROUP INTL INC COM 743168106 2214516 347375 347375 0 0 347375 0 0 PROGRESS ENERGY INC COM 743263105 61665693 1253699 1253699 0 0 1253699 0 0 PROVIDIAN FINL CORP COM 74406A102 123959305 2155814 2155814 0 0 2148454 0 7360 PROVIDIAN FINL CORP SR NT CV 3.25%05 74406AAA0 1003750 1000000 1000000 0 0 1000000 0 0 PROXICOM INC COM 744282104 5201501 1260970 1260970 0 0 1143900 0 117070 PROXIM INC COM 744284100 21359046 496722 496722 0 0 419642 0 77080 PSS WORLD MED INC COM 69366A100 2875000 575000 575000 0 0 575000 0 0 PUBLIC SVC CO N MEX COM 744499104 268120 10000 10000 0 0 10000 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 113285066 2329770 2329770 0 0 2329770 0 0 QLOGIC CORP COM 747277101 269376184 3498392 3498392 0 0 3461318 0 37074 QUAKER OATS CO COM 747402105 476487522 4893325 4893325 0 0 4854686 0 38639 QUALCOMM INC COM 747525103 119802757 1457685 1457685 0 0 1457685 0 0 QUEST DIAGNOSTICS INC COM 74834L100 78836980 555190 555190 0 0 555190 0 0 QUEST SOFTWARE INC COM 74834T103 592669 21120 21120 0 0 21120 0 0 QUORUM HEALTH GROUP INC COM 749084109 19162395 1216660 1216660 0 0 1017900 0 198760 QWEST COMMUNICATIONS INTL INC COM 749121109 937772807 22942454 22942454 0 0 22879634 0 62820 R & B FALCON CORP COM 74912E101 12232761 533320 533320 0 0 533320 0 0 ---------- PAGE TOTAL 2346181056
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- RADIANT SYSTEMS INC COM 75025N102 29640540 1445880 1445880 0 0 1363846 0 82034 RADIO ONE INC CL A 75040P108 379389 35500 35500 0 0 35500 0 0 RADIO ONE INC CL D NON VTG 75040P405 1323960 120360 120360 0 0 118560 0 1800 RADIOSHACK CORP COM 750438103 506216109 11824164 11824164 0 0 11796354 0 27810 RATIONAL SOFTWARE CORP COM NEW 75409P202 502807576 12913362 12913362 0 0 12888442 0 24920 RAVISENT TECHNOLOGIES INC COM 754440105 2020740 673580 673580 0 0 673580 0 0 RCM TECHNOLOGIES INC COM NEW 749360400 1865787 514700 514700 0 0 514700 0 0 READERS DIGEST ASSN INC CL A NON VTG 755267101 43606378 1114540 1114540 0 0 1108440 0 6100 REDBACK NETWORKS INC COM 757209101 39322280 959080 959080 0 0 954880 0 4200 REGENT COMMUNICATIONS INC DEL COM 758865109 178407 30050 30050 0 0 30050 0 0 REGIS CORP MINN COM 758932107 9428234 650223 650223 0 0 475473 0 174750 RELIANT ENERGY INC COM 75952J108 82934251 1914810 1914810 0 0 1914810 0 0 RENAISSANCE RE HLDGS LTD COM G7496G103 3453559 44100 44100 0 0 44100 0 0 RENAISSANCE WORLDWIDE INC COM 75968A109 2268002 2903972 2903972 0 0 2741931 0 162041 RENT WAY INC COM 76009U104 602389 135765 135765 0 0 135765 0 0 REPUBLIC SVCS INC COM 760759100 68161923 3965900 3965900 0 0 3965900 0 0 RETEK INC COM 76128Q109 16355820 671008 671008 0 0 533967 0 137041 REUTERS GROUP PLC SPONSORED ADR 76132M102 61695179 626347 626347 0 0 625887 0 460 RF MICRODEVICES INC COM 749941100 49429950 1801580 1801580 0 0 1801580 0 0 RITE AID CORP COM 767754104 17255871 7265630 7265630 0 0 7265630 0 0 ROCKWELL INTL CORP NEW COM 773903109 638175 13400 13400 0 0 8600 0 4800 ---------- PAGE TOTAL 1439584520
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- ROGERS COMMUNICATIONS INC CL B 775109200 904400 53200 53200 0 0 53200 0 0 ROGERS WIRELESS COMMUNICATIONS CL B NON-VTG 775315104 465168 26300 26300 0 0 26300 0 0 ROHM & HAAS CO COM 775371107 171201203 4714728 4714728 0 0 4613752 0 100976 ROYAL DUTCH PETE CO NY REG GLD1.25 780257804 229948766 3796915 3796915 0 0 3789915 0 7000 RSA SEC INC COM 749719100 280718451 5309096 5309096 0 0 4813444 0 495652 S1 CORPORATION COM 78463B101 37535951 7149705 7149705 0 0 6670113 0 479592 SAFECO CORP COM 786429100 38798089 1180170 1180170 0 0 1180170 0 0 SAFEWAY INC COM NEW 786514208 1894550125 30312802 30312802 0 0 30105413 0 207389 SANMINA CORP COM 800907107 212615219 2774750 2774750 0 0 2770490 0 4260 SANTA FE INTL CORP ORD G7805C108 417361025 13017311 13017311 0 0 12873531 0 143780 SAP AKTIENGESELLSCHAFT SPONSORED ADR 803054204 35285650 1047456 1047456 0 0 1047456 0 0 SARA LEE CORP COM 803111103 28666580 1167111 1167111 0 0 1167111 0 0 SAWTEK INC COM 805468105 6505439 140850 140850 0 0 140850 0 0 SBA COMMUNICATIONS CORP COM 78388J106 173621469 4228276 4228276 0 0 4212406 0 15870 SBC COMMUNICATIONS INC COM 78387G103 397085705 8315931 8315931 0 0 8300178 0 15753 SCHERING PLOUGH CORP COM 806605101 171225646 3017192 3017192 0 0 3008943 0 8249 SCHLOTZSKYS INC COM 806832101 1005500 402200 402200 0 0 402200 0 0 SCHLUMBERGER LTD COM 806857108 517620453 6475355 6475355 0 0 6443095 0 32260 SCHOLASTIC CORP COM 807066105 186421447 2103486 2103486 0 0 1888109 0 215377 SCHWAB CHARLES CORP NEW COM 808513105 17761899 625970 625970 0 0 621960 0 4010 SCI SYS INC COM 783890106 59024085 2237880 2237880 0 0 2226110 0 11770 ---------- PAGE TOTAL 4878322271
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- SCIENTIFIC ATLANTA INC COM 808655104 27890330 856530 856530 0 0 856530 0 0 SEACOR SMIT INC COM 811904101 9630375 183000 183000 0 0 183000 0 0 SELECTICA INC COM 816288104 3071749 127000 127000 0 0 126000 0 1000 SEMCO ENERGY INC INCOME PRIDES 78412D307 2023425 158700 158700 0 0 158700 0 0 SEPRACOR INC COM 817315104 72100481 899850 899850 0 0 899850 0 0 SERONO S A SPONSORED ADR 81752M101 62067684 2592960 2592960 0 0 2592960 0 0 SHIRE PHARMACEUTICALS GRP PLC SPONSORED ADR 82481R106 6295754 136680 136680 0 0 136680 0 0 SIEBEL SYS INC COM 826170102 1193581 17650 17650 0 0 14700 0 2950 SIERRA PAC RES NEW COM 826428104 3376281 210203 210203 0 0 210203 0 0 SIGMA ALDRICH CORP COM 826552101 1784765 45400 45400 0 0 45400 0 0 SILGAN HOLDINGS INC COM 827048109 621000 69000 69000 0 0 69000 0 0 SILVERLEAF RESORTS INC COM 828395103 135540 54000 54000 0 0 54000 0 0 SIPEX CORP COM 829909100 20778106 868033 868033 0 0 685363 0 182670 SITEL CORP COM 82980K107 60375 21000 21000 0 0 21000 0 0 SIX FLAGS INC COM 83001P109 28001060 1629200 1629200 0 0 1629200 0 0 SKYWEST INC COM 830879102 32633780 1135088 1135088 0 0 951408 0 183680 SMARTFORCE PUB LTD CO SPONSORED ADR 83170A206 76565780 2038384 2038384 0 0 1997004 0 41380 SMITH INTL INC COM 832110100 11258862 151000 151000 0 0 151000 0 0 SMUCKER J M CO COM 832696306 8892125 318144 318144 0 0 318144 0 0 SMURFIT-STONE CONTAINER CORP COM 832727101 5081747 340212 340212 0 0 323700 0 16512 SODEXHO MARRIOTT SVCS INC COM 833793102 24607115 1112186 1112186 0 0 953816 0 158370 ---------- PAGE TOTAL 398069914
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- SOLECTRON CORP COM 834182107 59932963 1767934 1767934 0 0 1763644 0 4290 SOLECTRON CORP LYON ZERO CPN 20 834182AL1 2864250 5700000 5700000 0 0 5700000 0 0 SONIC CORP COM 835451105 30674419 1315821 1315821 0 0 1117316 0 198505 SONICWALL INC COM 835470105 3430050 211080 211080 0 0 178340 0 32740 SONY CORP ADR NEW 835699307 465650 6700 6700 0 0 6700 0 0 SOUTHERN CO COM 842587107 10738088 322950 322950 0 0 322950 0 0 SOUTHERN ENERGY INC DEL COM 842816100 10329633 364850 364850 0 0 364850 0 0 SOUTHTRUST CORP COM 844730101 3836784 94300 94300 0 0 94300 0 0 SOVEREIGN BANCORP INC UNIT EX 111229 845905306 2416270 49820 49820 0 0 49820 0 0 SPANISH BROADCASTING SYS INC CL A 846425882 7678675 1535735 1535735 0 0 1290105 0 245630 SPECIALTY LABORATORIES INC COM 84749R100 2997813 90500 90500 0 0 90500 0 0 SPECTRASITE HLDGS INC COM 84760T100 12404107 936159 936159 0 0 936159 0 0 SPEECHWORKS INTL INC COM 84764M101 6257858 127550 127550 0 0 127550 0 0 SPHERION CORP COM 848420105 28707141 2537760 2537760 0 0 2326682 0 211078 SPINNAKER EXPL CO COM 84855W109 637500 15000 15000 0 0 15000 0 0 SPORTSLINE COM INC COM 848934105 18606576 3502744 3502744 0 0 3120464 0 382280 SPRINT CORP COM FON GROUP 852061100 37141812 1828565 1828565 0 0 1827785 0 780 SPRINT CORP PCS COM SER 1 852061506 708182474 34651978 34651978 0 0 34383168 0 268810 SPX CORP COM 784635104 45587838 421380 421380 0 0 419180 0 2200 ST PAUL COS INC COM 792860108 688624618 12679051 12679051 0 0 12516392 0 162659 STAR BUFFET INC COM 855086104 89670 35000 35000 0 0 35000 0 0 ---------- PAGE TOTAL 1681604189
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- STARWOOD HOTELS&RESORTS WRLDWD PAIRED CTF 85590A203 41744460 1184240 1184240 0 0 1184240 0 0 STATE STR CORP COM 857477103 438085937 3526978 3526978 0 0 3523980 0 2998 STATION CASINOS INC COM 857689103 6162289 412552 412552 0 0 412552 0 0 STERIS CORP COM 859152100 19586538 1214669 1214669 0 0 887379 0 327290 STET HELLAS COMMUNICATIONS S A ADR 859823106 680421 64802 64802 0 0 64802 0 0 STEWART ENTERPRISES INC CL A 860370105 1757332 922000 922000 0 0 922000 0 0 STILLWATER MNG CO COM 86074Q102 3063398 77850 77850 0 0 77850 0 0 STILWELL FINL INC COM 860831106 92695880 2350480 2350480 0 0 2350480 0 0 STRYKER CORP COM 863667101 2501676 49450 49450 0 0 49450 0 0 STUDENT LN CORP COM 863902102 13514094 248252 248252 0 0 181602 0 66650 SUN MICROSYSTEMS INC COM 866810104 504805685 18109621 18109621 0 0 18036916 0 72705 SUNGARD DATA SYS INC COM 867363103 64644850 1371774 1371774 0 0 1122420 0 249354 SUPERIOR ENERGY SVCS INC COM 868157108 4214750 366500 366500 0 0 366500 0 0 SWITCHBOARD INC COM 871045100 6694552 2254817 2254817 0 0 2144508 0 110309 SYCAMORE NETWORKS INC COM 871206108 209531 5625 5625 0 0 5625 0 0 SYLVAN LEARNING SYS INC COM 871399101 12384758 836130 836130 0 0 836130 0 0 SYNAVANT INC COM 87157A105 562135 119935 119935 0 0 119935 0 0 SYNGENTA AG SPONSORED ADR 87160A100 573668 52452 52452 0 0 52452 0 0 SYNOPSYS INC COM 871607107 133391848 2811979 2811979 0 0 2635729 0 176250 SYNOVUS FINL CORP COM 87161C105 11798406 438000 438000 0 0 438000 0 0 SYNTEL INC COM 87162H103 86250 15000 15000 0 0 15000 0 0 ---------- PAGE TOTAL 1359158456
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- SYSCO CORP COM 871829107 65688000 2189600 2189600 0 0 2189600 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1798485 104260 104260 0 0 104260 0 0 TALISMAN ENERGY INC COM 87425E103 444744 12000 12000 0 0 12000 0 0 TALK COM INC COM 874264104 9489668 6603805 6603805 0 0 6603805 0 0 TARGET CORP COM 87612E106 2173650 67400 67400 0 0 67400 0 0 TECHNOLOGY SOLUTIONS CO COM 87872T108 7122830 3351920 3351920 0 0 2823276 0 528644 TEKELEC COM 879101103 133787430 4459581 4459581 0 0 4317090 0 142491 TEKTRONIX INC COM 879131100 100587024 2985930 2985930 0 0 2985930 0 0 TELE NORTE CELULAR PART S A SPON ADR PFD 87924Y105 473918 14042 14042 0 0 14042 0 0 TELE NORTE LESTE PART S A SPON ADR PFD 879246106 433816 19017 19017 0 0 19017 0 0 TELE1 EUROPE HLDG AB SPONSORED ADR 87944T201 1984620 429107 429107 0 0 429107 0 0 TELECOM HLDRS TR DEPOSITRY RCPT 87927P200 240188 4500 4500 0 0 4500 0 0 TELECORP PCS INC NEW CL A 879300101 7999600 357524 357524 0 0 357524 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 8042186 340410 340410 0 0 340410 0 0 TELEFONICA S A SPONSORED ADR 879382208 41926400 838528 838528 0 0 838528 0 0 TELEFONOS DE MEXICO S A SPON ADR ORD L 879403780 50749470 1124642 1124642 0 0 1124642 0 0 TELEPHONE & DATA SYS INC COM 879433100 54715410 607949 607949 0 0 607949 0 0 TELESYSTEM INTL WIRELESS INC SUB VTG SHS 879946101 9473511 1848490 1848490 0 0 1848490 0 0 TELETECH HOLDINGS INC COM 879939106 62551128 3404143 3404143 0 0 3404143 0 0 TENET HEALTHCARE CORP COM 88033G100 45881869 1032515 1032515 0 0 1032515 0 0 TERADYNE INC COM 880770102 1888575 50700 50700 0 0 50700 0 0 ---------- PAGE TOTAL 607452520
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- TEVA PHARMACEUTICAL INDS LTD ADR 881624209 130190521 1777345 1777345 0 0 1777345 0 0 TEXACO INC COM 881694103 279563 4500 4500 0 0 4500 0 0 TEXAS INSTRS INC COM 882508104 393006561 8295653 8295653 0 0 8288091 0 7562 THERMO ELECTRON CORP COM 883556102 17002125 571500 571500 0 0 571500 0 0 TIBCO SOFTWARE INC COM 88632Q103 10392742 216800 216800 0 0 216800 0 0 TICKETMASTER ONLINE- CITYSEARCH CL B 88633P203 6242591 745384 745384 0 0 629724 0 115660 TIDEWATER INC COM 886423102 9273044 208970 208970 0 0 208970 0 0 TIER TECHNOLOGIES INC CL B 88650Q100 8162562 1435302 1435302 0 0 1435302 0 0 TIME WARNER INC COM 887315109 123431366 2362775 2362775 0 0 2347906 0 14869 TIME WARNER TELECOM INC CL A 887319101 195414507 3080450 3080450 0 0 3042390 0 38060 TJX COS INC NEW COM 872540109 35904060 1293840 1293840 0 0 1288100 0 5740 TOLL BROTHERS INC COM 889478103 1199681 29350 29350 0 0 29350 0 0 TOOTSIE ROLL INDS INC COM 890516107 12678566 275250 275250 0 0 201533 0 73717 TOTAL FINA ELF S A SPONSORED ADR 89151E109 26286527 361640 361640 0 0 361640 0 0 TRANSACTION SYS ARCHITECTS CL A 893416107 31885938 2757822 2757822 0 0 2339742 0 418080 TRANSMETA CORP DEL COM 89376R109 568230 24180 24180 0 0 23190 0 990 TRANSOCEAN SEDCO FOREX INC ORD G90078109 833064002 18110087 18110087 0 0 17970951 0 139136 TRANSWITCH CORP COM 894065101 9585625 245000 245000 0 0 245000 0 0 TRIBUNE CO NEW COM 896047107 12963610 306831 306831 0 0 300871 0 5960 TRICO MARINE SERVICES INC COM 896106101 43860376 2841250 2841250 0 0 2812810 0 28440 TRIQUINT SEMICONDUCTOR INC COM 89674K103 5138509 117621 117621 0 0 117621 0 0 ---------- PAGE TOTAL 1906530704
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- TRITON PCS HLDGS INC CL A 89677M106 11788696 347370 347370 0 0 347370 0 0 TUBOS DE ACERO DE MEXICO S A ADR NEW 898592506 4972353 347717 347717 0 0 347717 0 0 TXU CORP COM 873168108 119772810 2702943 2702943 0 0 2684095 0 18848 TYCO INTL LTD NEW COM 902124106 2674980953 48197855 48197855 0 0 48073128 0 124727 TYCO INTL LTD NEW LYON ZRO 144A 20 902124AA4 2390875 3100000 3100000 0 0 3100000 0 0 TYCOM LTD COM G9144B106 164839668 7367136 7367136 0 0 7348816 0 18320 UBICS INC COM 90261L108 77598 54000 54000 0 0 54000 0 0 UNIBANCO-UNIAO DE BANCOS BRASL GDR REP PFD UT 90458E107 1771254 60171 60171 0 0 60171 0 0 UNILEVER N V N Y SHS NEW 904784709 100405032 1595326 1595326 0 0 1595326 0 0 UNION PAC CORP COM 907818108 801850 15800 15800 0 0 15800 0 0 UNITED PARCEL SERVICE INC CL B 911312106 5966063 101550 101550 0 0 91630 0 9920 UNITED RENTALS INC COM 911363109 1545255 115000 115000 0 0 115000 0 0 UNITED STATIONERS INC COM 913004107 675605 27160 27160 0 0 27160 0 0 UNITED TECHNOLOGIES CORP COM 913017109 1951139051 24815759 24815759 0 0 24791021 0 24738 UNITED THERAPEUTICS CORP DEL COM 91307C102 39626318 2686530 2686530 0 0 2569291 0 117239 UNITEDGLOBALCOM PFD CV 1/20DSR 913247201 8805225 426920 426920 0 0 426920 0 0 UNITEDGLOBALCOM CL A 913247508 44277544 3249728 3249728 0 0 3249728 0 0 UNITEDHEALTH GROUP INC COM 91324P102 97374015 1586542 1586542 0 0 1574880 0 11662 UNIVISION COMMUNICATIONS INC CL A 914906102 202248839 4940490 4940490 0 0 4940490 0 0 UNOCAL CORP COM 915289102 20834806 538548 538548 0 0 538448 0 100 UNUMPROVIDENT CORP COM 91529Y106 299627440 11148928 11148928 0 0 11113668 0 35260 ---------- PAGE TOTAL 5753921250
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- US BANCORP DEL COM 902973106 190256393 6518532 6518532 0 0 6491027 0 27505 USA ED INC COM 90390U102 64603400 950050 950050 0 0 950050 0 0 USA NETWORKS INC COM 902984103 35451028 1823894 1823894 0 0 1823894 0 0 VARCO INTL INC DEL COM 922122106 10679250 491000 491000 0 0 491000 0 0 VARIAN INC COM 922206107 33417450 986493 986493 0 0 847583 0 138910 VARIAN SEMICONDUCTOR EQUIPMNT COM 922207105 10831164 456049 456049 0 0 389639 0 66410 VDI MULTIMEDIA COM 917916108 320251 84700 84700 0 0 84700 0 0 VEECO INSTRS INC DEL COM 922417100 60626668 1510945 1510945 0 0 1419545 0 91400 VERISIGN INC COM 92343E102 721846929 9730100 9730100 0 0 9596019 0 134081 VERITAS SOFTWARE CO COM 923436109 779623950 8909988 8909988 0 0 8889467 0 20521 VERITY INC COM 92343C106 17370334 721899 721899 0 0 599379 0 122520 VERIZON COMMUNICATIONS COM 92343V104 513859094 10251553 10251553 0 0 10134767 0 116786 VERSATEL TELECOM INTL N V SPONSORED ADR 925301103 681272 78988 78988 0 0 78988 0 0 VESTCOM INTL INC COM 924904105 275605 152100 152100 0 0 152100 0 0 VI TECHNOLOGIES INC COM 917920100 5973025 1137719 1137719 0 0 981359 0 156360 VIA NET WRKS INC COM 925912107 1643239 431070 431070 0 0 431070 0 0 VIACOM INC CL B 925524308 941516155 20139383 20139383 0 0 19955988 0 183395 VIASYSTEMS GROUP INC COM 92553H100 2297769 276440 276440 0 0 276440 0 0 VIGNETTE CORP COM 926734104 39349188 2186066 2186066 0 0 2186066 0 0 VIRAGE INC COM 92763Q106 479934 89290 89290 0 0 89290 0 0 VISTEON CORP COM 92839U107 15097200 1312800 1312800 0 0 1312800 0 0 ---------- PAGE TOTAL 3446199297
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- VISX INC DEL COM 92844S105 86508076 8288596 8288596 0 0 7885096 0 403500 VITRIA TECHNOLOGY COM 92849Q104 323950 41800 41800 0 0 41800 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W100 6908278 192904 192904 0 0 192904 0 0 VOICESTREAM WIRELESS CORP COM 928615103 62599718 622109 622109 0 0 592479 0 29630 WACKENHUT CORP COM SER B 929794303 871125 101000 101000 0 0 101000 0 0 WADDELL & REED FINL INC CL A 930059100 13697607 364056 364056 0 0 268916 0 95140 WAL MART STORES INC COM 931142103 1135251022 21369431 21369431 0 0 21308618 0 60813 WALGREEN CO COM 931422109 36683131 877335 877335 0 0 874485 0 2850 WALTER INDS INC COM 93317Q105 597000 79600 79600 0 0 79600 0 0 WASHINGTON MUT INC COM 939322103 110230946 2077399 2077399 0 0 2077399 0 0 WASTE MGMT INC DEL COM 94106L109 1307358 47112 47112 0 0 47112 0 0 WASTE SYS INTL INC COM NEW 94106P209 124215 664249 664249 0 0 664249 0 0 WATCHGUARD TECHNOLOGIES INC COM 941105108 33267097 1051924 1051924 0 0 942726 0 109198 WATERS CORP COM 941848103 83353875 998250 998250 0 0 998250 0 0 WATSON PHARMACEUTICALS INC COM 942683103 164552743 3214737 3214737 0 0 3204647 0 10090 WEATHERFORD INTL INC COM 947074100 392290952 8302454 8302454 0 0 8190064 0 112390 WEBMD CORP COM 94769M105 36353127 4580210 4580210 0 0 3827710 0 752500 WEBMETHODS INC COM 94768C108 11565456 130041 130041 0 0 130041 0 0 WELLPOINT HEALTH NETWORK NEW COM 94973H108 26411266 229165 229165 0 0 229165 0 0 WELLS FARGO & CO NEW COM 949746101 240641514 4321323 4321323 0 0 4319541 0 1782 WESTPOINT STEVENS INC COM 961238102 565495 75500 75500 0 0 75500 0 0 ---------- PAGE TOTAL 2444103950
MFS 13F REPORT DATE: 001231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- WEYERHAEUSER CO COM 962166104 650615 12820 12820 0 0 7900 0 4920 WGL HLDGS INC COM 92924F106 20772157 682464 682464 0 0 682464 0 0 WILLIAMS COMMUNICATIONS GROUP CL A 969455104 16840511 1433235 1433235 0 0 1433235 0 0 WILLIAMS COS INC DEL COM 969457100 298372841 7471088 7471088 0 0 7455622 0 15466 WIND RIVER SYSTEMS INC COM 973149107 22711996 665553 665553 0 0 555893 0 109660 WINSTAR COMMUNICATIONS INC COM 975515107 57333547 4905754 4905754 0 0 4833714 0 72040 WISCONSIN ENERGY CORP COM 976657106 13476283 597300 597300 0 0 597300 0 0 WORKFLOW MGMT INC COM 98137N109 1017170 147952 147952 0 0 147952 0 0 WORLDCOM INC GA NEW COM 98157D106 157165209 11176590 11176590 0 0 11176590 0 0 WRIGLEY WM JR CO COM 982526105 29160382 304350 304350 0 0 304350 0 0 XILINX INC COM 983919101 261858544 5677150 5677150 0 0 5677070 0 80 XL CAP LTD CL A G98255105 91267993 1044555 1044555 0 0 1044555 0 0 XO COMMUNICATIONS INC CL A 983764101 379526144 21307329 21307329 0 0 21220549 0 86780 YAHOO INC COM 984332106 45103221 1500340 1500340 0 0 1500200 0 140 ZORAN CORP COM 98975F101 2165040 139680 139680 0 0 139680 0 0 ------------ PAGE TOTAL 1397421653 ------------ GRAND TOTAL 108752004734
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