-----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, GYn3KVHpZ9iX0isbt0PMUBGc4IEWuZPLq2afaEg0GN3C1ra0cV7wjlB9mxd7l1Nv EysDSwV0fU+n/TqEbXachg== 0000828405-03-000002.txt : 20030212 0000828405-03-000002.hdr.sgml : 20030212 20030212104648 ACCESSION NUMBER: 0000828405-03-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20021231 FILED AS OF DATE: 20030212 EFFECTIVENESS DATE: 20030212 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: 03552816 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 - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- AAIPharma Inc. (AAII) COM 00252W104 5572 397400 SH SOLE 79800 317600 AFC Enterprises (AFCE) COM 00104Q107 1754 83500 SH SOLE 22700 60800 AMN Healthcare Services Inc (A COM 001744101 2077 122800 SH SOLE 52100 70700 ASM International N.V. (ASMI) COM N07045102 4401 341200 SH SOLE 219900 121300 Abercrombie and Fitch (ANF) COM 002896207 14615 714300 SH SOLE 422000 292300 Actel Corp(ACTL) COM 004934105 1367 84300 SH SOLE 23700 60600 Advanced Fibre Communications COM 00754A105 3543 212424 SH SOLE 170324 42100 Affymetrix (AFFX) COM 00826T108 4862 212400 SH SOLE 139400 73000 Allen Telecom Inc (ALN) COM 018091108 284 30000 SH SOLE 23400 6600 Alliant Techsystems (ATK) COM 018804104 12274 196850 SH SOLE 116650 80200 Alloy Inc. (ALOY) COM 019855105 9583 875200 SH SOLE 408780 466420 Altiris, Inc (ATRS) COM 02148m100 1102 69200 SH SOLE 69200 American Eagle Outfitters (AEO COM 02553E106 6556 475750 SH SOLE 333000 142750 American Healthways (AMHC) COM 02649v104 3118 178200 SH SOLE 33300 144900 Arch Capital Group LTD (ACGL) COM G0450A105 3762 120700 SH SOLE 75000 45700 Artisan Components (ARTI) COM 042923102 7376 478000 SH SOLE 173700 304300 Ashworth (ASHW) COM 04516H101 3497 546400 SH SOLE 103900 442500 Asyst Tech (ASYT) COM 04648X107 9611 1307620 SH SOLE 600020 707600 Atlantic Coast Airlines (ACAI) COM 048396105 3872 321900 SH SOLE 197100 124800 Atmel (ATML) COM 049513104 3247 1456200 SH SOLE 871600 584600 Avid Technology (AVID) COM 05367P100 3369 146800 SH SOLE 91200 55600 BEA Sys Inc (BEAS) COM 073325102 7633 665500 SH SOLE 381300 284200 BJ Services (BJS) COM 055482103 17648 546200 SH SOLE 316500 229700 Bebe Stores (BEBE) COM 075571109 3669 273800 SH SOLE 184800 89000 Bed Bath & Beyond (BBBY) COM 075896100 16829 487368 SH SOLE 299768 187600 Bentley Pharmaceuticals (BNT) COM 082657107 4953 615300 SH SOLE 192400 422900 Best Buy Co (BBY) COM 086516101 6743 279200 SH SOLE 165500 113700 BioMarin Pharmaceutical (BMRN) COM 09061G101 3611 512200 SH SOLE 101900 410300 Biosite Diagnostics Inc. (BSTE COM 090945106 255 7500 SH SOLE 5900 1600 Borland (BORL) COM 099849101 3435 279300 SH SOLE 168700 110600 Boston Beer Company (SAM) COM 100557107 3080 215400 SH SOLE 57700 157700 Boyd Gaming (BYD) COM 103304101 1950 138800 SH SOLE 6500 132300 Brinker Intl (EAT) COM 109641100 290 9000 SH SOLE 9000 Broadcom Corp (BRCM) COM 111320107 3658 242900 SH SOLE 135300 107600 Buca Inc (BUCA) COM 117769109 2870 344900 SH SOLE 61500 283400 CBRL Group Inc (CBRL) COM 12489V106 6098 202400 SH SOLE 122300 80100 Calpine Corp (CPN) COM 131347106 1616 495800 SH SOLE 266800 229000 Caremark Rx Inc (CMX) COM 141705103 8944 550400 SH SOLE 323800 226600 Celadon Group (CLDN) COM 150838100 1100 93500 SH SOLE 93500 Celestica Inc (CLS) COM 15101Q108 2246 159300 SH SOLE 82900 76400 Celgene Corp. (CELG) COM 151020104 13329 620805 SH SOLE 351800 269005 Cell Therapuetics (CTIC) COM 150934107 5537 761600 SH SOLE 375200 386400 Centillium Communications (CTL COM 152319109 524 231700 SH SOLE 70300 161400 Cephalon (CEPH) COM 156708109 24599 505448 SH SOLE 308321 197127 Charles River Laboratories (CR COM 159864107 3509 91200 SH SOLE 37800 53400 Charlotte Russe (CHIC) COM 161048103 4094 385900 SH SOLE 79800 306100 Chattem, Inc. (CHTT) COM 162456107 2014 98000 SH SOLE 28200 69800 Chelsea Property Group (CPG) COM 163421100 3331 100000 SH SOLE 52100 47900 Chicago Pizza & Brewery Inc (C COM 167889104 1130 163800 SH SOLE 163800 Children's Place (PLCE) COM 168905107 3097 291100 SH SOLE 60100 231000 ChipPac Inc (CHPC) COM 169657103 3279 923700 SH SOLE 173200 750500 Cima Labs (CIMA) COM 171796105 2855 118000 SH SOLE 25700 92300 Coach Inc (COH) COM 189754104 968 29400 SH SOLE 29400 Coinstar (CSTR) COM 19259P300 5758 254214 SH SOLE 54400 199814 Computer Science Corp (CSC) COM 205363104 13119 380800 SH SOLE 217900 162900 Conceptus (CPTS) COM 206016107 3317 276890 SH SOLE 128090 148800 Concord EFS (CE) COM 206197105 13250 841800 SH SOLE 490700 351100 Concur Technologies (CNQR) COM 206708109 64 20000 SH SOLE 20000 Connectics Corp (CNCT) COM 208192104 9852 819600 SH SOLE 224500 595100 Constellation Brands (STZ) COM 21036P108 7274 306800 SH SOLE 175700 131100 Cooper Cameron Corp (CAM) COM 216640102 1958 39300 SH SOLE 32000 7300 Covenant Transport Inc (CVTI) COM 22284P105 2108 111200 SH SOLE 111200 Cray Inc (CRAY) COM 225223106 4001 521700 SH SOLE 113800 407900 Credence Systems (CMOS) COM 225302108 2112 226400 SH SOLE 161500 64900 Cree Research (CREE) COM 225447101 2109 129000 SH SOLE 79800 49200 Crown Cork & Seal Co (CCK) COM 228255105 397 50000 SH SOLE 39100 10900 Cubist Pharma (CBST) COM 229678107 5226 635040 SH SOLE 268940 366100 Cymer Inc (CYMI) COM 232572107 4750 147300 SH SOLE 104300 43000 Cypress Semi (CY) COM 232806109 2894 506000 SH SOLE 264900 241100 DRS Technologies (DRS) COM 23330X100 5238 167200 SH SOLE 106900 60300 Digimarc Corp. (DMRC) COM 253807101 3341 294600 SH SOLE 184200 110400 Digital Insight (DGIN) COM 25385P106 6846 787800 SH SOLE 379200 408600 Dollar Tree (DLTR) COM 256747106 3808 155000 SH SOLE 88200 66800 Dynamex (DDN) COM 26784F103 83 20000 SH SOLE 20000 Dynamics Research Corp (DRCO) COM 268057106 535 38200 SH SOLE 38200 ECC International Corp (ECC) COM 268255106 84 20000 SH SOLE 20000 EDO Corp (EDO) COM 281347104 3909 188100 SH SOLE 36800 151300 EMS Technologies (ELMG) COM 26873N108 1088 69900 SH SOLE 69900 Eastman Kodak (EK) COM 277461109 350 10000 SH SOLE 7800 2200 Echo Bay Mine Ltd (ECO) COM 278751102 120 95000 SH SOLE 75900 19100 Emulex (ELX) COM 292475209 9457 509800 SH SOLE 307100 202700 Ennis Business Forms (EBF) COM 293389102 436 37500 SH SOLE 29900 7600 Ensco Intl (ESV) COM 26874Q100 3546 120422 SH SOLE 45805 74617 Euro Net Worldwide (EEFT) COM 298736109 526 70000 SH SOLE 70000 Evergreen Resources (EVG) COM 299900308 3734 83262 SH SOLE 23400 59862 Exar Corp (EXAR) COM 300645108 1576 127100 SH SOLE 34800 92300 FEI Company (FEIC) COM 30241L109 4173 272900 SH SOLE 174900 98000 Fairchild Semi Class A (FCS) COM 303726103 3481 325000 SH SOLE 187600 137400 Finish Line (FINL) COM 317923100 2663 252400 SH SOLE 74700 177700 First Horizon Pharmaceuticals COM 32051K106 6598 882370 SH SOLE 458220 424150 Foot Locker , Inc (Z) COM 344849104 11714 1115600 SH SOLE 670200 445400 GAP Stores (GPS) COM 364760108 233 15000 SH SOLE 11800 3200 GTSI CORP (GTSI) COM 36238K103 997 74100 SH SOLE 74100 Genesis Microchip (GNSS) COM 37184C103 1802 138100 SH SOLE 47500 90600 Genta (GNTA) COM 37245M207 5232 680400 SH SOLE 141000 539400 Gentex Corporation (GNTX) COM 371901109 9470 299300 SH SOLE 150700 148600 Genzyme (GENZ) COM 372917104 7245 245000 SH SOLE 130000 115000 Gilead Science (GILD) COM 375558103 18008 529643 SH SOLE 352943 176700 Glamis Gold Ltd (GLG) COM 376775102 113 10000 SH SOLE 8000 2000 Global Industries(GLBL) COM 379336100 3472 832600 SH SOLE 492230 340370 Goody's Family Clothing Inc. ( COM 382588101 1743 392600 SH SOLE 73700 318900 Grant Prideco Inc (GRP) COM 38821G101 10098 867490 SH SOLE 501190 366300 Group One Software (GSOF) COM 39943y103 2361 197600 SH SOLE 37200 160400 Harris Corp (HRS) COM 413875105 12056 458400 SH SOLE 271500 186900 HealthExtras (HLEX) COM 422211102 40 10000 SH SOLE 10000 Hecla Mining (HL) COM 422704106 51 10000 SH SOLE 10000 Herley Industries (HRLY) COM 427398102 2576 148000 SH SOLE 32300 115700 Hollywood Entmt (HLYW) COM 436141105 1474 97600 SH SOLE 59100 38500 Hologic Inc (HOLX) COM 436440101 1643 134600 SH SOLE 9900 124700 Horizon Offshore (HOFF) COM 44043J105 7373 1480500 SH SOLE 593900 886600 Hot Topic (HOTT) COM 441339108 13090 572100 SH SOLE 367450 204650 Hunt (JB) Transport Srvcs (JBH COM 445658107 9930 338900 SH SOLE 216100 122800 Hydrill Co (HYDL) COM 448774109 6227 264200 SH SOLE 51000 213200 IDEC Pharmaceuticals (IDPH) COM 449370105 9643 290700 SH SOLE 174900 115800 ILEX Oncology (ILXO) COM 451923106 1987 281400 SH SOLE 155000 126400 IPC Holdings (IPCR) COM g4933p101 3864 122500 SH SOLE 68800 53700 Insight Enterprises (NSIT) COM 45765U103 1136 136700 SH SOLE 55400 81300 Integral Systems Inc (ISYS) COM 45810H107 369 18400 SH SOLE 18400 Integrated Circuit (ICST) COM 45811K208 2672 146400 SH SOLE 110700 35700 Integrated Device Tech (IDTI) COM 458118106 4090 488600 SH SOLE 273200 215400 Integrated Silicon Solution (I COM 45812P107 1999 458400 SH SOLE 89200 369200 Intercept Group Inc.(ICPT) COM 45845L107 6617 390800 SH SOLE 127500 263300 Intersil Corp (ISIL) COM 46069S109 8217 589488 SH SOLE 341784 247704 J.D. Edwards (JDEC) COM 281667105 1673 148300 SH SOLE 89900 58400 Jacada Corp (JCDA) COM M6184R101 739 503000 SH SOLE 503000 Jones Apparel (JNY) COM 480074103 13441 379260 SH SOLE 233860 145400 KLA-Tencor (KLAC) COM 482480100 6533 184700 SH SOLE 109100 75600 KV Pharmaceuticals (KV'A) COM 482740206 8057 347300 SH SOLE 226900 120400 Key Energy Services (KEG) COM 492914106 4217 470100 SH SOLE 467200 2900 Kinross Gold Corp (KGC) COM 496902107 110 45000 SH SOLE 35900 9100 Krispy Kreme Doughnuts (KKD) COM 501014104 7963 235800 SH SOLE 135000 100800 L3 Communications (LLL) COM 502424104 5942 132300 SH SOLE 72100 60200 LSI Logic (LSI) COM 502161102 3570 618700 SH SOLE 358500 260200 LTX Corp. (LTXX) COM 502392103 2264 375500 SH SOLE 261400 114100 Labor Ready (LRW) COM 505401208 7498 1167900 SH SOLE 479700 688200 Lam Research (LRCX) COM 512807108 6512 603000 SH SOLE 365400 237600 Lawson Software (LWSN) COM 520780107 1041 181000 SH SOLE 37500 143500 Leapfrog Ent. (LF) COM 52186N106 785 31200 SH SOLE 5900 25300 LexarMedia Inc (LEXR) COM 52886P104 4060 647600 SH SOLE 123800 523800 Lifecore Biomedical (LCBM) COM 532187101 2467 287500 SH SOLE 38900 248600 Linens N Things (LIN) COM 535679104 4920 217700 SH SOLE 146600 71100 MGI Pharm (MOGN) COM 552880106 3855 531700 SH SOLE 335800 195900 MGM Grand Hotel (MGG) COM 552953101 429 13000 SH SOLE 13000 MTR Gaming Group Inc (MNTG) COM 553769100 6717 843800 SH SOLE 416600 427200 Manhattan Associates (MANH) COM 562750109 5955 251700 SH SOLE 142400 109300 Marvel Ent. (MVL) COM 57383M108 3611 402100 SH SOLE 83500 318600 Marvell Technology Group (MRVL COM G5876H105 11175 592500 SH SOLE 341500 251000 Maverick Tube (MVK) COM 577914104 8565 657300 SH SOLE 469800 187500 Maxim Integrated Products (MXI COM 57772K101 4854 146900 SH SOLE 84100 62800 Medarex Inc (MEDX) COM 583916101 1761 445800 SH SOLE 240100 205700 Medicis Pharmaeutical (MRX) COM 584690309 8101 163099 SH SOLE 103399 59700 Medimmune (MEDI) COM 584699102 14623 538220 SH SOLE 311520 226700 Medsource Technologies (MEDT) COM 58505Y103 3903 601400 SH SOLE 263600 337800 Mercury Interactive Corp. (MER COM 589405109 3763 126900 SH SOLE 68100 58800 Micrel (MCRL) COM 594793101 3354 373500 SH SOLE 215800 157700 Microchip Tech. Inc. (MCHP) COM 595017104 18575 759712 SH SOLE 437212 322500 Microsoft (MSFT) COM 594918104 517 10000 SH SOLE 7900 2100 Monarch Casino & Resort (MCRI) COM 609027107 3071 223700 SH SOLE 40700 183000 Multimedia Games (MGAM) COM 625453105 2985 108700 SH SOLE 33400 75300 Mykrolis Corp (MYK) COM 62852P103 2091 286500 SH SOLE 57900 228600 Mylan Labs (MYL) COM 628530107 5622 161100 SH SOLE 92100 69000 NS Group (NSS) COM 628916108 7480 1147300 SH SOLE 445400 701900 NVIDIA Corp (NVDA) COM 67066G104 2821 245100 SH SOLE 142900 102200 Nabors Industries (NBR) COM G6359F103 12415 352010 SH SOLE 220710 131300 Nanometrics Inc (NANO) COM 630077105 954 227700 SH SOLE 44100 183600 Nassda Corp (NSDA) COM 63172M101 1472 134400 SH SOLE 25000 109400 Nat'l Semiconductor (NSM) COM 637640103 3853 256700 SH SOLE 145400 111300 Natco Group (NTG) COM 63227W203 2366 376800 SH SOLE 76900 299900 National Oil Well (NOI) COM 637071101 15955 730520 SH SOLE 439440 291080 Nautilus Group (NLS) COM 63910B102 134 10000 SH SOLE 8000 2000 Net Flix.com (NFLX) COM 64110L106 469 42600 SH SOLE 12900 29700 Netscreen Technologies (NSCN) COM 64117V107 5567 330600 SH SOLE 172000 158600 Network Appliance (NTAP) COM 64120L104 8902 890200 SH SOLE 546200 344000 Neurocrine Biosciences (NBIX) COM 64125C109 7415 162400 SH SOLE 104900 57500 Novellus Sys (NVLS) COM 670008101 4518 160900 SH SOLE 99000 61900 Noven Pharmaceuticals Inc. (NO COM 670009109 4212 456300 SH SOLE 307000 149300 O'Charley's (CHUX) COM 670823103 4786 233100 SH SOLE 140700 92400 O2Micro International Ltd (OII COM G6797E106 5766 591400 SH SOLE 232900 358500 Omnicare Inc (OCR) COM 681904108 6715 281800 SH SOLE 160800 121000 Onyx Software Corp (ONXS) COM 683402101 116 75000 SH SOLE 75000 OraSure Technologies (OSUR) COM 68554V108 714 131100 SH SOLE 131100 Outback Steakhouse (OSI) COM 689899102 7715 224000 SH SOLE 123400 100600 Pacific Sunwear CA (PSUN) COM 694873100 12865 727230 SH SOLE 463080 264150 Partnerre Re LTD (PRE) COM G6852T105 8612 166200 SH SOLE 103900 62300 Patterson Energy (PTEN) COM 703481101 26490 878011 SH SOLE 548269 329742 Paychex (PAYX) COM 704326107 4001 143400 SH SOLE 82500 60900 Penwest Pharmaceuticals (PPCO) COM 709754105 825 77800 SH SOLE 13800 64000 Per Se Technology (PSTI) COM 713569309 395 44000 SH SOLE 11600 32400 Perkin Elmer Inc (PKI) COM 714046109 3939 477500 SH SOLE 263600 213900 Petroquest Energy Inc (PQUE) COM 716748108 1921 462800 SH SOLE 462800 Photronics Inc (PLAB) COM 719405102 4945 360979 SH SOLE 198400 162579 Pinnacle Systems Inc (PCLE) COM 723481107 8468 622200 SH SOLE 393700 228500 Plexus Corp. (PLXS) COM 729132100 978 111400 SH SOLE 70500 40900 Polo Ralph Lauren (RL) COM 731572103 13269 609800 SH SOLE 336400 273400 Poly Medica (PLMD) COM 731738100 12811 415400 SH SOLE 203300 212100 Poore Brothers (SNAK) COM 732813100 37 15000 SH SOLE 12000 3000 Possis Medical (POSS) COM 737407106 360 20000 SH SOLE 3800 16200 Power One (PWER) COM 739308104 5423 956400 SH SOLE 543000 413400 Pozen Inc (POZN) COM 73941U102 4527 879100 SH SOLE 166300 712800 PracticeWorks Inc (PRWK) COM 739419109 1486 188100 SH SOLE 41100 147000 Precision Drilling (PDS) COM 74022D100 18514 568950 SH SOLE 365750 203200 Primedia (PRM) COM 74157k101 62 30000 SH SOLE 23900 6100 QLogic (QLGC) COM 747277101 8478 245680 SH SOLE 146880 98800 RF Micro Devices Inc (RFMD) COM 749941100 10143 1383700 SH SOLE 846800 536900 Raindance Communications (RNDC COM 75086X106 2371 734100 SH SOLE 153900 580200 Ramsay Youth Services Inc (RYO COM 75158K206 71 20000 SH SOLE 15200 4800 Ramtron Int'l (RMTR) COM 751907304 56 20000 SH SOLE 20000 Rare Hospitality (RARE) COM 753820109 5226 189200 SH SOLE 115700 73500 Red Robin Gourmet Burgers (RRG COM 75689M101 4658 365600 SH SOLE 71600 294000 Reebok Int'l (RBK) COM 758110100 11313 384800 SH SOLE 219600 165200 Regal Entertainment Group (RGC COM 758766109 2001 93400 SH SOLE 51700 41700 Rex Stores Corp (RSC) COM 761624105 1100 107700 SH SOLE 107700 Rita Medical Systems Inc (RITA COM 76774E103 1525 301900 SH SOLE 26800 275100 SRA International (SRX) COM 78464R105 2078 76700 SH SOLE 52800 23900 Scansource (SCSC) COM 806037107 1420 28800 SH SOLE 8300 20500 Scientific Games Corp (SGMS) COM 80874P109 6027 830200 SH SOLE 223500 606700 Seagate Technology (STX) COM G7945J104 4399 410000 SH SOLE 234300 175700 Sealed Air Corp (SEE) COM 81211K100 466 12500 SH SOLE 9800 2700 Shuffle Master (SHFL) COM 825549108 3346 175100 SH SOLE 115300 59800 Sigma Design (SIGM) COM 826565103 69 20000 SH SOLE 20000 Signal Technology Corp (STCO) COM 826675100 4275 396600 SH SOLE 251800 144800 Silicon Storage (SSTI) COM 827057100 1992 493000 SH SOLE 330600 162400 Sirenza Microdevices (SMDI) COM 82966t106 517 287300 SH SOLE 287300 Skywest Inc (SKYWE) COM 830879102 5415 414300 SH SOLE 252700 161600 Skyworks Solutions (SWKS) COM 83088m102 4838 561300 SH SOLE 338200 223100 Stage Stores (STGS) COM 85254C305 5767 274100 SH SOLE 193600 80500 Stamps.com(STMP) COM 852857101 93 20000 SH SOLE 20000 Stancorp Financial Group (SFG) COM 852891100 5315 108800 SH SOLE 62000 46800 Starbucks Coffee (SBUX) COM 855244109 10219 501400 SH SOLE 276800 224600 Sturm Ruger& Company (RGR) COM 864159108 169 17700 SH SOLE 14100 3600 Superior Energy Svcs (SPN) COM 868157108 8043 980900 SH SOLE 182100 798800 Swift Transportation (SWFT) COM 870756103 14005 699600 SH SOLE 418000 281600 Tesco Corp. (TESO.F) COM 88157K101 354 30000 SH SOLE 23100 6900 Thermo Electron (TMO) COM 883556102 714 35500 SH SOLE 35500 Tiffany & Co (TIF) COM 886547108 8761 366400 SH SOLE 206000 160400 Titan Corp (TTN) COM 888266103 5246 504400 SH SOLE 319800 184600 Todd Shipyards (TOD) COM 889039103 391 30000 SH SOLE 23900 6100 Total Entm't Restaurant (TENT) COM 89150E100 1260 150000 SH SOLE 150000 Tower Automotive (TWR) COM 891707101 1333 296200 SH SOLE 85300 210900 Transocean Intl. (RIG) COM G90078109 10848 467575 SH SOLE 283175 184400 Travelers Property Casualty (T COM 89420G109 256 17500 SH SOLE 13900 3600 Trikon Technologies (TRKN) COM 896187408 612 122500 SH SOLE 122500 Tweeter Home Ent Grp (TWTR) COM 901167106 4997 852762 SH SOLE 371000 481762 US Freightways (USFC) COM 916906100 2050 71300 SH SOLE 70900 400 UTstarcom Inc. (UTSI) COM 918076100 4864 245300 SH SOLE 162700 82600 Ultimate Electronics (ULTE) COM 903849107 2155 212300 SH SOLE 47700 164600 Ultra Petroleum (UPL) COM 903914109 6547 661300 SH SOLE 178100 483200 United Defense Industries (UDI COM 91018B104 5778 248000 SH SOLE 151500 96500 Universal American Financial ( COM 913377107 2610 448600 SH SOLE 271700 176900 Varian Inc. (VARI) COM 922206107 9428 328600 SH SOLE 199900 128700 Veeco Instruments (VECO) COM 922417100 146 12600 SH SOLE 12600 Verisity Ltd (VRST) COM M97385112 4578 240200 SH SOLE 49700 190500 Virage Logic Corp. (VIRL) COM 92763R104 2326 231900 SH SOLE 51200 180700 Watchguard Tech (WGRD) COM 941105108 4036 632500 SH SOLE 139000 493500 Weatherford Int'l (WFT) COM G95089101 9961 249450 SH SOLE 155350 94100 WebMD Corp (HLTH) COM 94769M105 13689 1601100 SH SOLE 958700 642400 Wendy's International Inc (WEN COM 950590109 7157 264400 SH SOLE 149500 114900 White Electronic Design Corp ( COM 963801105 972 127000 SH SOLE 127000 Williams Sonoma (WSM) COM 969904101 4295 158200 SH SOLE 142100 16100 Wilson Greatbatch Technologies COM 972232102 8407 287900 SH SOLE 129200 158700 Women First Healthcare Inc (WF COM 978150100 779 170800 SH SOLE 170800 XTO Energy (XTO) COM 98385x106 10583 428461 SH SOLE 265757 162704 Xilinx (XLNX) COM 983919101 9146 444000 SH SOLE 262200 181800 Zoran Corp (ZRAN) COM 98975F101 2215 157400 SH SOLE 84750 72650 DJX Sept'03 64 puts (9/19/03) PUT 12486C9U7 300 1500 SH PUT SOLE 1193 307
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