-----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, IK6ZQTlT0ZUlUIr02o9vYPwGWf5VUWG/3372Nel0wA9jrQXqjlycM5/5mAsCqATe wbYPwkkZCFDCKxg8yrCFnA== 0000828405-03-000009.txt : 20031105 0000828405-03-000009.hdr.sgml : 20031105 20031105112021 ACCESSION NUMBER: 0000828405-03-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20030930 FILED AS OF DATE: 20031105 EFFECTIVENESS DATE: 20031105 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WALL STREET ASSOCIATES CENTRAL INDEX KEY: 0000828405 IRS NUMBER: 330238287 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-02192 FILM NUMBER: 03978227 BUSINESS ADDRESS: STREET 1: 1200 PROSPECT ST STE 100 STREET 2: P O BOX 8589 CITY: LAJOLLA STATE: CA ZIP: 92038-8589 BUSINESS PHONE: 8585516321 MAIL ADDRESS: STREET 1: 1200 PROSPECT STREET STREET 2: SUITE 100 CITY: LA JOLLA STATE: CA ZIP: 92038 13F-HR 1 inftable.txt FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- 24-7 Media (TFSM) COM 901314104 125 100000 SH SOLE 79700 20300 AAIPharma Inc. (AAII) COM 00252W104 7374 429949 SH SOLE 79850 350099 AMIS Holdings (AMIS) COM 031538101 3513 190000 SH SOLE 108500 81500 ASE Test Ltd. (ASTS.F) COM Y02516105 2854 328300 SH SOLE 210200 118100 ASTA Funding (ASFI) COM 046220109 3350 128900 SH SOLE 33300 95600 Abercrombie and Fitch (ANF) COM 002896207 18787 678000 SH SOLE 420200 257800 Actel Corp(ACTL) COM 004934105 3835 160000 SH SOLE 50500 109500 Adtran (ADTN) COM 00738A106 9239 150700 SH SOLE 92900 57800 Advanced PCS (ADVP) COM 00790K109 7100 155800 SH SOLE 92400 63400 Affymetrix (AFFX) COM 00826T108 6885 328000 SH SOLE 221700 106300 Agilent Technologies (A) COM 00846U101 15607 705900 SH SOLE 418800 287100 Airspan Networks Inc (AIRN) COM 00950H102 287 125000 SH SOLE 99600 25400 Altiris, Inc (ATRS) COM 02148m100 3610 137700 SH SOLE 27800 109900 Amazon.com Inc. (AMZN) COM 023135106 969 20000 SH SOLE 15900 4100 America Service Grp (ASGR) COM 02364L109 1365 65000 SH SOLE 65000 American Eagle Outfitters (AEO COM 02553E106 7484 501950 SH SOLE 357100 144850 American Healthways (AMHC) COM 02649v104 13000 310200 SH SOLE 123500 186700 Analog Devices (ADI) COM 032654105 855 22500 SH SOLE 17900 4600 Ann Taylor (ANN) COM 036115103 7784 242200 SH SOLE 141100 101100 Answerthink Consulting Grp (AN COM 036916104 241 75000 SH SOLE 59800 15200 Applied Materials (AMAT) COM 038222105 725 40000 SH SOLE 31900 8100 Artesyn Technologies (ATSN) COM 043127109 9937 1311000 SH SOLE 594400 716600 Artisan Components (ARTI) COM 042923102 5628 335000 SH SOLE 149400 185600 Ascential Software (ASCL) COM 04362P207 4834 260900 SH SOLE 160500 100400 Ask Jeeves (ASKJ) COM 045174109 4294 246900 SH SOLE 59900 187000 Asyst Tech (ASYT) COM 04648X107 20601 1465220 SH SOLE 708420 756800 Atlantic Coast Airlines (ACAI) COM 048396105 1881 221000 SH SOLE 94400 126600 Atmel (ATML) COM 049513104 6251 1556200 SH SOLE 946600 609600 Autobytel.com (ABTL) COM 05275N106 1666 175000 SH SOLE 139800 35200 Avi BioPharma Inc (AVII) COM 002346104 869 168000 SH SOLE 168000 Avocent (AVCT) COM 053893103 5064 167200 SH SOLE 102400 64800 BE Aerospace (BEAV) COM 073302101 660 150000 SH SOLE 119500 30500 BJ Services (BJS) COM 055482103 18711 547600 SH SOLE 330500 217100 Bausch & Lomb Inc. (BOL) COM 071707103 12234 277100 SH SOLE 164200 112900 Bearing Point Inc (BE) COM 074002106 12008 1504700 SH SOLE 922700 582000 Bebe Stores (BEBE) COM 075571109 8390 309600 SH SOLE 201000 108600 Bed Bath & Beyond (BBBY) COM 075896100 8062 210668 SH SOLE 132568 78100 Bentley Pharmaceuticals (BNT) COM 082657107 19549 1203000 SH SOLE 581700 621300 Best Buy Co (BBY) COM 086516101 14189 298600 SH SOLE 180700 117900 BioMarin Pharmaceutical (BMRN) COM 09061G101 6234 813900 SH SOLE 222800 591100 Blue Rhino (RINO) COM 095811105 3803 343200 SH SOLE 81100 262100 Bombay Co (BBA) COM 097924104 5568 565300 SH SOLE 133700 431600 Boston Beer Company (SAM) COM 100557107 3620 227400 SH SOLE 74500 152900 BottomLine Technologies Inc (E COM 101388106 1511 184300 SH SOLE 184300 Broadcom Corp (BRCM) COM 111320107 10629 398700 SH SOLE 216600 182100 Brocade Comm (BRCD) COM 111621108 3885 744200 SH SOLE 480400 263800 Buca Inc (BUCA) COM 117769109 1895 362400 SH SOLE 82400 280000 CDW Corp (CDWC) COM 12512N105 12545 217800 SH SOLE 130200 87600 Calpine Corp (CPN) COM 131347106 2693 550700 SH SOLE 301300 249400 Cambiar Inc (CBJ) COM 13201L103 83 30000 SH SOLE 30000 Candies Inc (CAND) COM 137409108 95 40000 SH SOLE 40000 Capital One Financial Corp(COF COM 14040H105 428 7500 SH SOLE 6000 1500 Captaris Inc (CAPA) COM 14071N104 106 20000 SH SOLE 20000 Caremark Rx Inc (CMX) COM 141705103 6427 284400 SH SOLE 168300 116100 Casual Male Retail Grp (CMRG) COM 148711104 3278 443600 SH SOLE 148800 294800 Celadon Group (CLDN) COM 150838100 1201 93500 SH SOLE 93500 Celgene Corp. (CELG) COM 151020104 23148 534605 SH SOLE 333300 201305 Cell Therapuetics (CTIC) COM 150934107 10952 967500 SH SOLE 467900 499600 Cephalon (CEPH) COM 156708109 18652 406448 SH SOLE 254021 152427 Ceridian Corp (CEN) COM 156779100 13985 751100 SH SOLE 463000 288100 Certegy Inc (CEY) COM 156880106 8374 260800 SH SOLE 156900 103900 Charlotte Russe (CHIC) COM 161048103 4149 403600 SH SOLE 93300 310300 Chevron Texaco Corp (CVX) COM 166764100 714 10000 SH SOLE 8000 2000 Chicago Bridge & Iron Co. (CBI COM 167250109 4959 182600 SH SOLE 111500 71100 Chicago Pizza & Brewery Inc (C COM 167889104 1925 163800 SH SOLE 163800 Children's Place (PLCE) COM 168905107 5368 311200 SH SOLE 76100 235100 ChipPac Inc (CHPC) COM 169657103 5963 1012400 SH SOLE 254600 757800 Circuit City (CC) COM 172737108 715 75000 SH SOLE 59800 15200 Cisco Systems (CSCO) COM 17275R102 979 50000 SH SOLE 39900 10100 Compucredit Corp. (CCRT) COM 20478N100 6554 374500 SH SOLE 229300 145200 Computer Science Corp (CSC) COM 205363104 14186 377600 SH SOLE 223400 154200 Conceptus (CPTS) COM 206016107 6290 480190 SH SOLE 241690 238500 Concur Technologies (CNQR) COM 206708109 5275 449300 SH SOLE 274400 174900 Conexant Systems (CNXT) COM 207142100 1698 300000 SH SOLE 239900 60100 Cooper Cameron Corp (CAM) COM 216640102 1807 39100 SH SOLE 32400 6700 Corning Inc (GLW) COM 219350105 471 50000 SH SOLE 39900 10100 Corrections Corp (CXW) COM 22025y100 863 35000 SH SOLE 27900 7100 Covenant Transport Inc (CVTI) COM 22284P105 1728 94500 SH SOLE 94500 Cray Inc (CRAY) COM 225223106 12303 1123600 SH SOLE 496500 627100 Cubic Corp (CUB) COM 229669106 4622 184000 SH SOLE 66000 118000 Cubist Pharma (CBST) COM 229678107 7816 720340 SH SOLE 313540 406800 Cyberguard Corp (CGFW) COM 231910100 2165 227700 SH SOLE 227700 Cyberonics (CYBX) COM 23251P102 6003 194600 SH SOLE 119500 75100 Cymer Inc (CYMI) COM 232572107 3149 76500 SH SOLE 48600 27900 Cypress Semi (CY) COM 232806109 14857 840300 SH SOLE 498500 341800 Digital Insight (DGIN) COM 25385P106 6519 327600 SH SOLE 210900 116700 Dollar General (DG) COM 256669102 8596 429800 SH SOLE 254900 174900 Dynamex (DDN) COM 26784F103 90 10000 SH SOLE 10000 EGL Inc. (EAGL) COM 268484102 5246 288400 SH SOLE 176400 112000 EMC (EMC) COM 268648102 631 50000 SH SOLE 39800 10200 Electroglas (EGLS) COM 285324109 553 275000 SH SOLE 219200 55800 Embarcadero Technologies (EMBT COM 290787100 4123 410200 SH SOLE 92600 317600 Emulex (ELX) COM 292475209 14345 563200 SH SOLE 359000 204200 Encore Capital Grp (ECPG) COM 292554102 3393 290000 SH SOLE 68300 221700 Ensco Intl (ESV) COM 26874Q100 14875 554622 SH SOLE 309005 245617 Eon Communications (EONC) COM 268763109 87 30000 SH SOLE 30000 Ericsson LM Telephone (ERIC.Y) COM 294821400 735 50000 SH SOLE 39800 10200 Euro Net Worldwide (EEFT) COM 298736109 1758 144600 SH SOLE 144600 Evergreen Resources (EVG) COM 299900308 5015 185724 SH SOLE 63000 122724 Exar Corp (EXAR) COM 300645108 1919 136700 SH SOLE 42000 94700 Fairchild Semiconductor Intl ( COM 303726103 6682 403000 SH SOLE 259100 143900 First Horizon Pharmaceuticals COM 32051K106 5806 907200 SH SOLE 446850 460350 Furniture Brands International COM 360921100 6483 269000 SH SOLE 159100 109900 Gentex Corporation (GNTX) COM 371901109 12246 351600 SH SOLE 201400 150200 Genzyme (GENZ) COM 372917104 13615 294000 SH SOLE 168000 126000 Gilead Science (GILD) COM 375558103 11479 204843 SH SOLE 130943 73900 Glamis Gold Ltd (GLG) COM 376775102 132 10000 SH SOLE 8000 2000 Glenayre Tech (GEMS) COM 377899109 88 40000 SH SOLE 40000 Global Payment Inc (GPN) COM 37940X102 9454 262600 SH SOLE 168600 94000 Goody's Family Clothing Inc. ( COM 382588101 4078 413600 SH SOLE 98800 314800 Goodyear Tire (GT) COM 382550101 328 50000 SH SOLE 39800 10200 Grant Prideco Inc (GRP) COM 38821G101 9576 939790 SH SOLE 549490 390300 Harris Corp (HRS) COM 413875105 21102 589600 SH SOLE 363300 226300 Hecla Mining (HL) COM 422704106 52 10000 SH SOLE 10000 Herley Industries (HRLY) COM 427398102 7878 450200 SH SOLE 117400 332800 Heska Corp (HSKA) COM 42805E108 70 40000 SH SOLE 40000 Hollis-Eden Pharmaceuticals (H COM 435902101 6581 271500 SH SOLE 80500 191000 Hologic Inc (HOLX) COM 436440101 1696 124700 SH SOLE 124700 Horizon Offshore (HOFF) COM 44043J105 6502 1582000 SH SOLE 678500 903500 Hot Topic (HOTT) COM 441339108 14509 643700 SH SOLE 423525 220175 Hunt (JB) Transport Srvcs (JBH COM 445658107 15232 581600 SH SOLE 371000 210600 Hydrill Co (HYDL) COM 448774109 5596 273900 SH SOLE 68700 205200 I-Flow Corp (IFLO) COM 449520303 8134 768100 SH SOLE 400900 367200 IDEC Pharmaceuticals (IDPH) COM 449370105 10376 311700 SH SOLE 190900 120800 ILEX Oncology (ILXO) COM 451923106 5796 345600 SH SOLE 180300 165300 IShares Russell MDCP IDXGEW I COM 464287481 777 11800 SH SOLE 10000 1800 Impax Labs (IPXL) COM 45256B101 4088 326800 SH SOLE 198100 128700 Insight Enterprises (NSIT) COM 45765U103 2379 156300 SH SOLE 62600 93700 Integrated Circuit (ICST) COM 45811K208 3058 101800 SH SOLE 65400 36400 Integrated Silicon Solution (I COM 45812P107 5027 505200 SH SOLE 116100 389100 Intel (INTC) COM 458140100 688 25000 SH SOLE 20000 5000 Intercept Group Inc.(ICPT) COM 45845L107 16961 1244400 SH SOLE 531200 713200 International Rectifier (IRF) COM 460254105 6911 184600 SH SOLE 108900 75700 Internet Commerce Corp (ICCA) COM 46059F109 35 25000 SH SOLE 25000 Intersil Corp (ISIL) COM 46069S109 15594 655220 SH SOLE 394816 260404 Introgen Therapeutics (INGN) COM 46119f107 1401 158800 SH SOLE 158800 Intuit (INTU) COM 461202103 7492 155300 SH SOLE 91500 63800 Ixia (XXIA) COM 45071R109 1352 125000 SH SOLE 125000 Jabil Circuit (JBL) COM 466313103 7771 298300 SH SOLE 175800 122500 Jacada Corp (JCDA) COM M6184R101 1439 503000 SH SOLE 503000 Juniper Networks Inc (JNPR) COM 48203R104 7966 531100 SH SOLE 318400 212700 K2 Inc (KTO) COM 482732104 3389 228200 SH SOLE 50800 177400 KLA-Tencor (KLAC) COM 482480100 10356 200700 SH SOLE 121800 78900 KV Pharmaceuticals (KV'A) COM 482740206 8562 380550 SH SOLE 234300 146250 Key Energy Services (KEG) COM 492914106 4494 465700 SH SOLE 462800 2900 Kinross Gold Corp (KGC) COM 496902107 309 41462 SH SOLE 32886 8576 Kopin Corp (KOPN) COM 500600101 1981 287500 SH SOLE 174100 113400 LSI Logic (LSI) COM 502161102 8731 971200 SH SOLE 574600 396600 LTX Corp. (LTXX) COM 502392103 13653 1209700 SH SOLE 630000 579700 Labor Ready (LRW) COM 505401208 13580 1351200 SH SOLE 577400 773800 Lam Research (LRCX) COM 512807108 14503 652400 SH SOLE 402700 249700 Landacorp (LCOR) COM 514756105 56 30700 SH SOLE 30700 Laserscope (LSCP) COM 518081104 7438 633000 SH SOLE 143000 490000 LifeCell (LIFC) COM 531927101 1199 203600 SH SOLE 203600 Lightbridge Inc (LTBG) COM 532226107 5252 557500 SH SOLE 149100 408400 Linens N Things (LIN) COM 535679104 5636 237000 SH SOLE 154700 82300 Lionbridge Technology (LIOX) COM 536252109 4099 547300 SH SOLE 134000 413300 MEMC Elect Mat (WFR) COM 552715104 6163 564900 SH SOLE 310400 254500 MGI Pharm (MOGN) COM 552880106 18880 489000 SH SOLE 311700 177300 MPS Group Inc (MPS) COM 553409103 7475 830600 SH SOLE 540600 290000 MRV Comms (MRVC) COM 553477100 412 150000 SH SOLE 119600 30400 Mad Catz Intract (MCZ) COM 556162105 77 100000 SH SOLE 100000 Manhattan Associates (MANH) COM 562750109 7870 303500 SH SOLE 170800 132700 Marvell Technology Group (MRVL COM G5876H105 21028 556600 SH SOLE 355900 200700 Maverick Tube (MVK) COM 577914104 10282 662500 SH SOLE 446600 215900 Maxim Integrated Products (MXI COM 57772K101 7713 195800 SH SOLE 115800 80000 Mc Donald's Corporation (MCD) COM 580135101 942 40000 SH SOLE 31900 8100 Medicis Pharmaeutical (MRX) COM 584690309 10141 173049 SH SOLE 112149 60900 Medimmune (MEDI) COM 584699102 14329 433820 SH SOLE 259520 174300 Mercury Interactive Corp. (MER COM 589405109 9147 200600 SH SOLE 120200 80400 Micrel (MCRL) COM 594793101 10588 868600 SH SOLE 523900 344700 Microchip Tech. Inc. (MCHP) COM 595017104 11616 484812 SH SOLE 302112 182700 Micron Tech (MU) COM 595112103 1476 110000 SH SOLE 87900 22100 Microtune Inc (TUNE) COM 59514P109 124 50000 SH SOLE 50000 Mindspeed Technologies (MND) COM 602682106 135 24999 SH SOLE 19966 5033 Miramar Mining Corp (MNG) COM 60466E100 50 30000 SH SOLE 30000 Monarch Casino & Resort (MCRI) COM 609027107 2616 231300 SH SOLE 37300 194000 Monster Worldwide (MNST) COM 611742107 8499 337000 SH SOLE 213200 123800 Mykrolis Corp (MYK) COM 62852P103 3975 327400 SH SOLE 64600 262800 Mylan Labs (MYL) COM 628530107 8132 210400 SH SOLE 124150 86250 NS Group (NSS) COM 628916108 8952 1385800 SH SOLE 612700 773100 NTN Communications (NTN) COM 629410309 506 175000 SH SOLE 154700 20300 NVIDIA Corp (NVDA) COM 67066G104 10176 637200 SH SOLE 392300 244900 NYFIX Inc (NYFX) COM 670712108 938 167500 SH SOLE 167500 Nabors Industries (NBR) COM G6359F103 13835 371310 SH SOLE 231910 139400 Nat'l Semiconductor (NSM) COM 637640103 9109 282100 SH SOLE 164100 118000 Natco Group (NTG) COM 63227W203 2613 422800 SH SOLE 118600 304200 National Commerce Financial Co COM 63545p104 8091 325200 SH SOLE 192500 132700 National Oil Well (NOI) COM 637071101 14420 794920 SH SOLE 490240 304680 Nec Corp (NIPNY) COM 629050204 375 50000 SH SOLE 39900 10100 Netgear(NTGR) COM 64111q104 1997 120000 SH SOLE 29300 90700 Netscreen Technologies (NSCN) COM 64117V107 5293 238100 SH SOLE 122700 115400 Network Appliance (NTAP) COM 64120L104 14767 719300 SH SOLE 452400 266900 Neurocrine Biosciences (NBIX) COM 64125C109 5820 117600 SH SOLE 76400 41200 Newport Corp (NEWP) COM 651824104 2783 197400 SH SOLE 126900 70500 Nextel Comm. (NXTL) COM 65332V103 887 45000 SH SOLE 35800 9200 Novellus Sys (NVLS) COM 670008101 10799 321400 SH SOLE 200600 120800 O'Charley's (CHUX) COM 670823103 5789 392500 SH SOLE 211500 181000 O2Micro International Ltd (OII COM G6797E106 9243 641400 SH SOLE 263200 378200 OpenTV Corp (OPTV) COM G67543101 133 40000 SH SOLE 40000 OraSure Technologies (OSUR) COM 68554V108 1244 131100 SH SOLE 131100 Outback Steakhouse (OSI) COM 689899102 9320 246100 SH SOLE 138400 107700 Oxford Industries Inc (OXM) COM 691497309 5367 83600 SH SOLE 50500 33100 PDF Solutions Inc (PDFS) COM 693282105 1395 124000 SH SOLE 124000 PFSWeb Inc. (PFSW) COM 717098107 160 75000 SH SOLE 59800 15200 Pacific Sunwear CA (PSUN) COM 694873100 17287 836742 SH SOLE 541767 294975 Patterson Energy (PTEN) COM 703481101 23982 885911 SH SOLE 560069 325842 Pegasus Solutions (PEGS) COM 705906105 4298 311200 SH SOLE 191400 119800 Penn Treaty American Corp (PTA COM 707874103 244 125000 SH SOLE 99700 25300 Perkin Elmer Inc (PKI) COM 714046109 7839 512000 SH SOLE 293700 218300 Photronics Inc (PLAB) COM 719405102 10441 488579 SH SOLE 257100 231479 Polo Ralph Lauren (RL) COM 731572103 16119 601000 SH SOLE 373700 227300 Poly Medica (PLMD) COM 731738100 15699 592400 SH SOLE 325000 267400 Portal Software Inc (PRSF) COM 736126103 5208 356960 SH SOLE 215880 141080 Portfolio Recovery Associates COM 73640Q105 4466 175700 SH SOLE 107100 68600 Power One (PWER) COM 739308104 15059 1446600 SH SOLE 795500 651100 Pozen Inc (POZN) COM 73941U102 13489 759500 SH SOLE 187700 571800 Precision Drilling (PDS) COM 74022D100 23151 614750 SH SOLE 418150 196600 Providian (PVN) COM 74406A102 19187 1627400 SH SOLE 1002400 625000 Psychiatric Solutions (PSYS) COM 74439H108 7104 513700 SH SOLE 125800 387900 QLogic (QLGC) COM 747277101 12607 268180 SH SOLE 164680 103500 Qad Inc (QADI) COM 74727D108 1591 147000 SH SOLE 147000 Quadramed Corp (QMDC) COM 74730W101 421 165000 SH SOLE 131500 33500 Qualcomm (QCOM) COM 747525103 958 23000 SH SOLE 18900 4100 REMEC Inc (REMC) COM 759543101 2911 285400 SH SOLE 95900 189500 RF Micro Devices Inc (RFMD) COM 749941100 1363 147500 SH SOLE 110100 37400 Radware(RDWR) COM M81873107 3920 216100 SH SOLE 51600 164500 Raindance Communications (RNDC COM 75086X106 2072 750600 SH SOLE 175200 575400 Rare Hospitality (RARE) COM 753820109 7698 309050 SH SOLE 197250 111800 Red Robin Gourmet Burgers (RRG COM 75689M101 4494 176500 SH SOLE 31200 145300 Rent-Way Inc (RWY) COM 76009U104 1232 229500 SH SOLE 229500 Rex Stores Corp (RSC) COM 761624105 1405 107700 SH SOLE 107700 Rite Aid Corp (RAD) COM 767754104 258 50000 SH SOLE 39900 10100 Rudolph Technologies (RTEC) COM 781270103 4879 252300 SH SOLE 63900 188400 SRA International (SRX) COM 78464R105 1108 29600 SH SOLE 22200 7400 Sandisk (SNDK) COM 80004C101 4521 70950 SH SOLE 43750 27200 Sapient (SAPE) COM 803062108 359 100000 SH SOLE 79700 20300 Seagate Technology (STX) COM G7945J104 9588 352500 SH SOLE 208500 144000 Sealed Air Corp (SEE) COM 81211K100 590 12500 SH SOLE 9800 2700 Serologicals Corp (SERO) COM 817523103 4176 317600 SH SOLE 122700 194900 Silicon Precision Industries ( COM 827084864 399 100000 SH SOLE 79700 20300 Sirenza Microdevices (SMDI) COM 82966t106 1359 337300 SH SOLE 337300 Sirius Satellite Radio (SIRI) COM 82966U103 546 300000 SH SOLE 259400 40600 Skywest Inc (SKYW) COM 830879102 7754 447700 SH SOLE 276900 170800 Skyworks Solutions (SWKS) COM 83088m102 10088 1108600 SH SOLE 712600 396000 Sony Corp (SNE) COM 835699307 870 25000 SH SOLE 19900 5100 Staar Surgical (STAA) COM 852312305 6046 569800 SH SOLE 159200 410600 Stamps.com(STMP) COM 852857101 146 25000 SH SOLE 25000 Staples (SPLS) COM 855030102 8134 341200 SH SOLE 202300 138900 Steak N Shake Co (SNS) COM 857873103 7691 516200 SH SOLE 121700 394500 Stonepath Group Inc (STG) COM 861837102 178 70000 SH SOLE 70000 Superconductor Tech (SCON) COM 867931107 192 50000 SH SOLE 50000 Superior Energy Svcs (SPN) COM 868157108 10223 1043200 SH SOLE 227300 815900 Supportsoft Inc (SPRT) COM 868587106 8380 748900 SH SOLE 184800 564100 Swift Transportation (SWFT) COM 870756103 17192 757700 SH SOLE 462300 295400 Symmetricom (SYMM) COM 871543104 949 150000 SH SOLE 150000 TCF Fin'l Corp w/rts exp 6/9/2 COM 872275102 12103 252400 SH SOLE 148800 103600 TJX Cos (TJX) COM 872540109 7411 381600 SH SOLE 225900 155700 TLC Laser Center(TLCV) COM 872934104 784 125000 SH SOLE 99900 25100 Tech Data (TECD) COM 878237106 669 21700 SH SOLE 21700 Tele Systems (TIWI) COM 879946606 109 25000 SH SOLE 19900 5100 Tesco Corp. (TESO.F) COM 88157K101 244 30000 SH SOLE 23100 6900 Therma Wave Inc. (TWAV) COM 88343A108 522 150000 SH SOLE 119600 30400 Thermo Electron (TMO) COM 883556102 10281 473800 SH SOLE 302500 171300 Tiffany & Co (TIF) COM 886547108 14872 398400 SH SOLE 228400 170000 Timberland (TBL) COM 887100105 10503 246200 SH SOLE 155100 91100 Todd Shipyards (TOD) COM 889039103 480 30000 SH SOLE 23900 6100 Total Entm't Restaurant (TENT) COM 89150E100 1625 150000 SH SOLE 150000 Tower Automotive (TWR) COM 891707101 1281 284600 SH SOLE 78500 206100 Transcend Services Inc (TRCR) COM 893929208 45 15500 SH SOLE 15500 Transocean Intl. (RIG) COM G90078109 200 10000 SH SOLE 7700 2300 Transwitching Corp (TXCC) COM 894065101 248 100000 SH SOLE 79700 20300 Trikon Technologies (TRKN) COM 896187408 746 122500 SH SOLE 122500 Trinity Biotech Plc (TRIB) COM 896438108 369 100000 SH SOLE 79700 20300 Tweeter Home Ent Grp (TWTR) COM 901167106 7051 918162 SH SOLE 423100 495062 Tyco International (TYC) COM 302124106 1021 50000 SH SOLE 41900 8100 Tyler Technologies Inc (TYL) COM 902252105 2295 324100 SH SOLE 198400 125700 UTstarcom Inc. (UTSI) COM 918076100 3326 104600 SH SOLE 68000 36600 Ultra Petroleum (UPL) COM 903914109 10065 721500 SH SOLE 226100 495400 Ultralife Batteries (ULBI) COM 903899102 9239 643400 SH SOLE 151800 491600 Ultratech Inc (UTEK) COM 904034105 11706 414800 SH SOLE 208700 206100 United Therapeutics (UTHR) COM 91307C102 4041 178900 SH SOLE 61100 117800 Universal American Financial ( COM 913377107 5549 627000 SH SOLE 380800 246200 Varian Inc. (VARI) COM 922206107 11183 356500 SH SOLE 222400 134100 Virage Logic Corp. (VIRL) COM 92763R104 2185 287500 SH SOLE 67500 220000 Vishay Intertechnology (VSH) COM 928298108 9841 561700 SH SOLE 329300 232400 Vitran Corp (VVN) COM 92850e107 2358 226500 SH SOLE 226500 WJ Communications (WJCI) COM 929284107 207 50000 SH SOLE 39900 10100 WMS Industries (WMS) COM 929297109 4924 217300 SH SOLE 175600 41700 Warnaco Group Inc (WRNC) COM 934390402 3108 199600 SH SOLE 72900 126700 Weatherford Int'l (WFT) COM G95089101 10482 277450 SH SOLE 173250 104200 Wendy's International Inc (WEN COM 950590109 9134 282800 SH SOLE 161700 121100 Westcorp (WES) COM 957907108 10188 291500 SH SOLE 187400 104100 Williams Sonoma (WSM) COM 969904101 3540 131200 SH SOLE 101400 29800 Wilson Greatbatch Technologies COM 972232102 11020 305700 SH SOLE 146300 159400 XM Satellite Radio Hldgs (XMSR COM 983759101 2092 135000 SH SOLE 107900 27100 XTO Energy (XTO) COM 98385x106 12526 596776 SH SOLE 375338 221438 Xilinx (XLNX) COM 983919101 10579 372100 SH SOLE 227900 144200 Yahoo! Corp (YHOO) COM 984332106 354 10000 SH SOLE 8000 2000 Zila Inc (ZILA) COM 989513205 256 75000 SH SOLE 59800 15200 Zoran Corp (ZRAN) COM 98975F101 4227 216000 SH SOLE 119350 96650 QQQ Jan 31 Puts (QAVME) PUT 225 1500 SH PUT SOLE 1196 304
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