-----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, PAHpED4w5rUBmwy/OB8qZ4jzo0/ApQaSD3gPkCHcEcbutlO7YeMwe0ahKmBe8iVI l4XkLBCtikEG4QJhA94BbQ== 0000828405-02-000006.txt : 20020726 0000828405-02-000006.hdr.sgml : 20020726 20020726101916 ACCESSION NUMBER: 0000828405-02-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20020603 FILED AS OF DATE: 20020726 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: 02711503 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 5827 259200 SH SOLE 122700 136500 AFC Enterprises (AFCE) COM 00104Q107 2228 71300 SH SOLE 22700 48600 AMN Healthcare Services Inc (A COM 001744101 9628 275000 SH SOLE 165700 109300 ASM International N.V. (ASMI) COM N07045102 5140 297800 SH SOLE 244400 53400 Abercrombie and Fitch (ANF) COM 002896207 14711 609900 SH SOLE 317700 292200 Abgenix Inc (ABGX) COM 00339B107 4318 440632 SH SOLE 215500 225132 Acclaim Ent (AKLM) COM 004325205 2472 700300 SH SOLE 221200 479100 Accrue Software (ACRU) COM 00437W102 29 180000 SH SOLE 143300 36700 Action Performance (ATN) COM 004933107 1580 50000 SH SOLE 39900 10100 Adaptec (ADPT) COM 00651F108 134 17000 SH SOLE 17000 Advanced Fibre Communications COM 00754A105 6485 392100 SH SOLE 329500 62600 Advanced Neuromodulation Syste COM 00757T101 2287 75000 SH SOLE 17100 57900 Advanced PCS (ADVP) COM 00790K109 10040 419400 SH SOLE 211700 207700 Affymetrix (AFFX) COM 00826T108 5021 209300 SH SOLE 161700 47600 Alloy Inc. (ALOY) COM 019855105 12317 853000 SH SOLE 495880 357120 American Eagle Outfitters (AEO COM 02553E106 12703 600900 SH SOLE 508650 92250 American Medical Systems (AMMD COM 02744M108 6066 302400 SH SOLE 301700 700 American National Financial (A COM 027717107 387 25000 SH SOLE 20000 5000 Amkor Technology (AMKR) COM 031652100 2045 328800 SH SOLE 248000 80800 Analogic Corp (ALOG) COM 032657207 10365 210800 SH SOLE 174900 35900 Anaren Microwave Inc (ANEN) COM 032744104 658 76100 SH SOLE 75500 600 Anglogold LTD (AU) COM 035128206 652 25000 SH SOLE 19900 5100 Arch Capital Group LTD (ACGL) COM G0450A105 7581 269300 SH SOLE 221600 47700 Artisan Components (ARTI) COM 042923102 4966 551800 SH SOLE 278400 273400 Ashworth (ASHW) COM 04516H101 3201 355300 SH SOLE 58800 296500 Aspen Tech (AZPN) COM 045327103 2429 291300 SH SOLE 58300 233000 Asyst Tech (ASYT) COM 04648X107 23938 1176300 SH SOLE 698100 478200 Atlantic Coast Airlines (ACAI) COM 048396105 7048 324800 SH SOLE 242700 82100 Atmel (ATML) COM 049513104 6216 992900 SH SOLE 499000 493900 Autonomy Corp (AUTN) COM 05329Q105 95 25000 SH SOLE 19900 5100 BARR Labs (BRL) COM 068306109 7782 122500 SH SOLE 59800 62700 BJ Services (BJS) COM 055482103 14934 440800 SH SOLE 215800 225000 Bebe Stores (BEBE) COM 075571109 8674 427500 SH SOLE 356500 71000 Bed Bath & Beyond (BBBY) COM 075896100 19242 509852 SH SOLE 272252 237600 Bentley Pharmaceuticals (BNT) COM 082657107 5404 465900 SH SOLE 298600 167300 Bio-Reference Labs (BRLI) COM 09057G602 1632 172000 SH SOLE 35400 136600 BioMarin Pharmaceutical (BMRN) COM 09061G101 2851 546300 SH SOLE 262100 284200 Boston Beer Company (SAM) COM 100557107 2875 180800 SH SOLE 57000 123800 Boyd Gaming (BYD) COM 103304101 3364 233600 SH SOLE 141200 92400 Brocade Comm (BRCD) COM 111621108 6235 356700 SH SOLE 181800 174900 Buca Inc (BUCA) COM 117769109 5993 314600 SH SOLE 61500 253100 CSK Auto Corp (CAO) COM 125965103 906 65000 SH SOLE 51900 13100 CTI Molecular Imaging Inc (CTM COM 22943D105 2753 120000 SH SOLE 89800 30200 Calpine Corp (CPN) COM 131347106 3053 434300 SH SOLE 207600 226700 Caremark Rx Inc (CMX) COM 141705103 5995 363323 SH SOLE 186323 177000 Cbrl Group Inc (CBRL) COM 12489V106 6369 209300 SH SOLE 102200 107100 Celadon Group (CLDN) COM 150838100 957 75000 SH SOLE 75000 Celestica Inc (CLS) COM 15101Q108 3768 165900 SH SOLE 77000 88900 Celgene Corp. (CELG) COM 151020104 8414 549905 SH SOLE 281400 268505 Cell Therapuetics (CTIC) COM 150934107 4108 752500 SH SOLE 432600 319900 Centene Corp (CNTE) COM 15135B101 6026 194500 SH SOLE 145600 48900 Centillium Communications (CTL COM 152319109 1943 222800 SH SOLE 70300 152500 Central Garden & Pet (CENT) COM 153527106 614 35000 SH SOLE 27900 7100 Cephalon (CEPH) COM 156708109 23047 509887 SH SOLE 313660 196227 Ceridian Corp (CEN) COM 156779100 15372 809900 SH SOLE 416700 393200 Charles River Laboratories (CR COM 159864107 9176 261800 SH SOLE 57200 204600 Charlotte Russe (CHIC) COM 161048103 10812 484200 SH SOLE 206900 277300 Chicago Pizza & Brewery Inc (C COM 167889104 1635 163800 SH SOLE 163800 Children's Place (PLCE) COM 168905107 11353 428400 SH SOLE 203100 225300 Chiles Offshore Inc. (COD) COM 16888M104 4059 167400 SH SOLE 93300 74100 ChipPac Inc (CHPC) COM 169657103 1765 285600 SH SOLE 90400 195200 Coach Inc (COH) COM 189754104 384 7000 SH SOLE 7000 Coinstar (CSTR) COM 19259P300 10636 435014 SH SOLE 164900 270114 Computer Science Corp (CSC) COM 205363104 15731 329100 SH SOLE 158600 170500 Conceptus (CPTS) COM 206016107 5021 304500 SH SOLE 204000 100500 Connectics Corp (CNCT) COM 208192104 14110 1092200 SH SOLE 554000 538200 Constellation Brands (STZ) COM 21036P108 8189 255900 SH SOLE 123800 132100 Cooper Cameron Corp (CAM) COM 216640102 547 11300 SH SOLE 11300 CoorsTek Inc. (CRTK) COM 217020106 7171 232000 SH SOLE 119100 112900 Covenant Transport Inc (CVTI) COM 22284P105 1976 93000 SH SOLE 93000 Credence Systems (CMOS) COM 225302108 5066 285100 SH SOLE 220400 64700 Cubist Pharma (CBST) COM 229678107 6261 665400 SH SOLE 408300 257100 Cymer Inc (CYMI) COM 232572107 7078 202000 SH SOLE 169000 33000 Cypress Semi (CY) COM 232806109 7431 489500 SH SOLE 220200 269300 DHB Industries (DHB) COM 23321E103 472 116600 SH SOLE 116600 DRS Technologies (DRS) COM 23330X100 11585 271000 SH SOLE 223700 47300 Dell Computer (DELL) COM 247025109 523 20000 SH SOLE 16000 4000 Digimarc Corp. (DMRC) COM 253807101 5463 525800 SH SOLE 434500 91300 Digital Insight (DGIN) COM 25385P106 5657 343900 SH SOLE 201800 142100 DocuCorp International (DOCC) COM 255911109 307 30000 SH SOLE 23900 6100 EDO Corp (EDO) COM 281347104 7191 252300 SH SOLE 54500 197800 EMS Technologies (ELMG) COM 26873N108 1446 69900 SH SOLE 69900 Echo Bay Mine Ltd (ECO) COM 278751102 80 70000 SH SOLE 55900 14100 Electronic Arts (ERTS) COM 285512109 14055 212795 SH SOLE 102995 109800 Emulex (ELX) COM 292475209 9952 441900 SH SOLE 268600 173300 Endocardial Solutions Inc (ECS COM 292962107 1396 183900 SH SOLE 183900 Endocare Inc. (ENDO) COM 29264p104 3801 287700 SH SOLE 61800 225900 Ennis Business Forms (EBF) COM 293389102 489 37500 SH SOLE 29900 7600 Entegris Inc (ENTG) COM 29362U104 2505 171600 SH SOLE 171600 Evergreen Resources (EVG) COM 299900308 3964 93262 SH SOLE 29500 63762 Exar Corp (EXAR) COM 300645108 2171 110100 SH SOLE 34800 75300 FMC Technologies Inc (FTI) COM 30249U101 363 17500 SH SOLE 14000 3500 FTI Consulting Inc (FCN) COM 302941109 1050 30000 SH SOLE 23900 6100 Factory 2-U Stores Inc. (FTUS) COM 303072102 2616 188900 SH SOLE 106100 82800 Fairchild Semi Class A (FCS) COM 303726103 5553 228500 SH SOLE 139700 88800 Finish Line (FINL) COM 317923100 3310 184700 SH SOLE 58300 126400 First Consulting Grp (FCGI) COM 31986R103 2527 293800 SH SOLE 61500 232300 First Horizon Pharmaceuticals COM 32051K106 17464 844100 SH SOLE 518550 325550 Foot Locker , Inc (Z) COM 344849104 8999 622800 SH SOLE 322500 300300 Fossil Inc (FOSL) COM 349882100 463 22500 SH SOLE 18000 4500 Genta (GNTA) COM 37245M207 6042 728800 SH SOLE 262200 466600 Gentex Corporation (GNTX) COM 371901109 6252 227600 SH SOLE 105200 122400 Genzyme (GENZ) COM 372917104 5058 262900 SH SOLE 133200 129700 Gilead Science (GILD) COM 375558103 27236 828343 SH SOLE 503543 324800 Global Industries(GLBL) COM 379336100 4987 713500 SH SOLE 375430 338070 Goody's Family Clothing Inc. ( COM 382588101 4355 377700 SH SOLE 73700 304000 Grant Prideco Inc (GRP) COM 38821G101 8550 628690 SH SOLE 322790 305900 Harris Corp (HRS) COM 413875105 15793 435800 SH SOLE 222100 213700 Harvard Bioscience (HBIO) COM 416906105 4134 739600 SH SOLE 126000 613600 Healthtronics Surgical SV (HTR COM 42222L107 1836 105000 SH SOLE 105000 Herley Industries (HRLY) COM 427398102 6584 310400 SH SOLE 68600 241800 Hollywood Entmt (HLYW) COM 436141105 1861 90000 SH SOLE 71800 18200 Hologic Inc (HOLX) COM 436440101 4901 338700 SH SOLE 214000 124700 Horizon Offshore (HOFF) COM 44043J105 14084 1668700 SH SOLE 982800 685900 Hot Topic (HOTT) COM 441339108 18143 679252 SH SOLE 560802 118450 Hub International LTD (HBG) COM 44332P101 3016 200000 SH SOLE 128000 72000 Hunt (JB) Transport Srvcs (JBH COM 445658107 10055 340600 SH SOLE 259900 80700 Hydrill Co (HYDL) COM 448774109 9635 359500 SH SOLE 76200 283300 ILEX Oncology (ILXO) COM 451923106 7199 510900 SH SOLE 345000 165900 IPC Holdings (IPCR) COM g4933p101 6365 208400 SH SOLE 165200 43200 Insight Enterprises (NSIT) COM 45765U103 4449 176600 SH SOLE 121600 55000 Integral Systems Inc (ISYS) COM 45810H107 401 18400 SH SOLE 18400 Integrated Circuit (ICST) COM 45811K208 4258 210900 SH SOLE 210600 300 Integrated Defense Techno (IDE COM 45819B101 2351 79900 SH SOLE 79900 Integrated Device Tech (IDTI) COM 458118106 4455 245600 SH SOLE 120100 125500 Integrated Silicon Solution (I COM 45812P107 4258 477400 SH SOLE 127900 349500 Intel (INTC) COM 458140100 183 10000 SH SOLE 8000 2000 Intercept Group Inc.(ICPT) COM 45845L107 2872 138600 SH SOLE 32400 106200 Intersil Corp (ISIL) COM 46069S109 14483 677424 SH SOLE 343484 333940 Intuit (INTU) COM 461202103 5430 109219 SH SOLE 58619 50600 Invitrogen Corp (IVGN) COM 46185R100 16442 513665 SH SOLE 322709 190956 J & J Snack Foods (JJSF) COM 466032109 674 15000 SH SOLE 12000 3000 J.D. Edwards (JDEC) COM 281667105 3001 247000 SH SOLE 184600 62400 Jacada Corp (JCDA) COM M6184R101 1207 503000 SH SOLE 503000 Jones Apparel (JNY) COM 480074103 11706 312160 SH SOLE 164460 147700 K-Swiss (KSWS) COM 482686102 7755 298500 SH SOLE 243300 55200 KLA-Tencor (KLAC) COM 482480100 3277 74500 SH SOLE 39700 34800 KPMG Consulting Inc (KCIN) COM 48265R109 11811 794800 SH SOLE 405800 389000 Key Energy Services (KEG) COM 492914106 9034 860400 SH SOLE 857500 2900 Kinross Gold Corp (KGC) COM 496902107 103 45000 SH SOLE 35900 9100 Krol Inc (KROL) COM 501049100 1804 86002 SH SOLE 86002 L3 Communications (LLL) COM 502424104 3132 58000 SH SOLE 29700 28300 LSI Logic (LSI) COM 502161102 5016 573300 SH SOLE 261900 311400 LTX Corp. (LTXX) COM 502392103 6917 484400 SH SOLE 407500 76900 Labor Ready (LRW) COM 505401208 8273 1414200 SH SOLE 784000 630200 Lam Research (LRCX) COM 512807108 6734 374500 SH SOLE 202200 172300 Lawson Software (LWSN) COM 520780107 1430 247800 SH SOLE 120900 126900 Lifecore Biomedical (LCBM) COM 532187101 1043 92000 SH SOLE 92000 Lockheed Martin Corp (LMT) COM 539830109 347 5000 SH SOLE 4000 1000 MGI Pharm (MOGN) COM 552880106 5005 708900 SH SOLE 566900 142000 MTR Gaming Group Inc (MNTG) COM 553769100 15589 933500 SH SOLE 556200 377300 Magna Entertainment Corp (MIEC COM 559211107 3538 506100 SH SOLE 321000 185100 Manhattan Associates (MANH) COM 562750109 3798 118100 SH SOLE 91700 26400 Mapinfo Corp (MAPS) COM 565105103 4008 440400 SH SOLE 93600 346800 Martek Biosciences (MATK) COM 572901106 2866 137000 SH SOLE 113300 23700 Marvell Technology Group (MRVL COM G5876H105 3761 189100 SH SOLE 93000 96100 Maverick Tube (MVK) COM 577914104 11961 797400 SH SOLE 680200 117200 Medarex Inc (MEDX) COM 583916101 3113 419500 SH SOLE 198600 220900 Medicines Co, The (MDCO) COM 584688105 6900 559600 SH SOLE 558400 1200 Medicis Pharmaeutical (MRX) COM 584690309 11147 260699 SH SOLE 207099 53600 Medimmune (MEDI) COM 584699102 11708 443470 SH SOLE 224970 218500 Medsource Technologies (MEDT) COM 58505Y103 9604 784000 SH SOLE 464400 319600 Micrel (MCRL) COM 594793101 2058 143100 SH SOLE 65700 77400 Microchip Tech. Inc. (MCHP) COM 595017104 19037 694025 SH SOLE 396575 297450 Microtune Inc (TUNE) COM 59514P109 5137 576500 SH SOLE 288900 287600 Midway Games (MWY) COM 598148104 12207 1436100 SH SOLE 901400 534700 Mikohn Gaming Corp (MIKN) COM 59862K108 885 208800 SH SOLE 208800 Mim Corporation (MIMS) COM 553044108 4154 343600 SH SOLE 257100 86500 Monro Muffler Inc (MNRO) COM 610236101 569 25000 SH SOLE 19900 5100 Multimedia Games (MGAM) COM 625453105 2290 105000 SH SOLE 33400 71600 Mykrolis Corp (MYK) COM 62852P103 2226 188500 SH SOLE 117400 71100 NS Group (NSS) COM 628916108 7469 782100 SH SOLE 305200 476900 NYFIX Inc (NYFX) COM 670712108 1838 216200 SH SOLE 160100 56100 Nabors Industries (NBR) COM G6359F103 9604 272060 SH SOLE 135160 136900 Nanometrics Inc (NANO) COM 630077105 3323 209300 SH SOLE 44100 165200 Nassda Corp (NSDA) COM 63172M101 1504 121600 SH SOLE 25000 96600 Nat'l Semiconductor (NSM) COM 637640103 6161 211200 SH SOLE 107100 104100 Natco Group (NTG) COM 63227W203 2744 315400 SH SOLE 76900 238500 National Oil Well (NOI) COM 637071101 18320 870320 SH SOLE 583640 286680 Nautilus Group (NLS) COM 63910B102 918 30000 SH SOLE 23900 6100 Net Flix.com (NFLX) COM 64110L106 422 30200 SH SOLE 9500 20700 Netscreen Technologies (NSCN) COM 64117V107 3907 425600 SH SOLE 293500 132100 Neurocrine Biosciences (NBIX) COM 64125C109 11010 384300 SH SOLE 308000 76300 Newmont Mining Corp (NEM) COM 651639106 658 25000 SH SOLE 19900 5100 Nordstrom Inc. (JWN) COM 655664100 566 25000 SH SOLE 20000 5000 Novellus Sys (NVLS) COM 670008101 8148 239650 SH SOLE 130750 108900 O'Charley's (CHUX) COM 670823103 5915 233800 SH SOLE 174400 59400 O2Micro International Ltd (OII COM G6797E106 6431 621400 SH SOLE 334100 287300 OSI Pharmaceuticals (OSIP) COM 671040103 6440 268100 SH SOLE 131800 136300 OSI Systems (OSIS) COM 671044105 5180 261200 SH SOLE 61800 199400 Oak Technology Inc (OAKT) COM 671802106 1349 297800 SH SOLE 245600 52200 Omnicare Inc (OCR) COM 681904108 15696 597700 SH SOLE 308100 289600 Optioncare Inc (OPTN) COM 683948103 6959 506450 SH SOLE 245425 261025 OraSure Technologies (OSUR) COM 68554V108 2372 364900 SH SOLE 74900 290000 Outback Steakhouse (OSI) COM 689899102 7473 212900 SH SOLE 101700 111200 Pacific Sunwear CA (PSUN) COM 694873100 15785 712000 SH SOLE 584900 127100 Pain Therapeutics (PTIE) COM 69562K100 3934 470600 SH SOLE 78100 392500 Partner Re LTD (PRE) COM G6852T105 8542 174500 SH SOLE 85300 89200 Patterson Energy (PTEN) COM 703481101 27494 973940 SH SOLE 712598 261342 Petroquest Energy Inc (PQUE) COM 716748108 723 129800 SH SOLE 129800 Petsmart Inc (PETM) COM 716768106 321 20000 SH SOLE 16000 4000 Photronics Inc (PLAB) COM 719405102 7591 400779 SH SOLE 280500 120279 Plexus Corp. (PLXS) COM 729132100 2161 119400 SH SOLE 84700 34700 Polo Ralph Lauren (RL) COM 731572103 11599 517800 SH SOLE 267100 250700 Poly Medica (PLMD) COM 731738100 15878 621700 SH SOLE 384700 237000 Polycom Inc. (PLCM) COM 73172K104 2809 234300 SH SOLE 114900 119400 Poore Brothers (SNAK) COM 732813100 44 15000 SH SOLE 12000 3000 Power One (PWER) COM 739308104 5924 952400 SH SOLE 816200 136200 Powerwave Tech (PWAV) COM 739363109 6086 664359 SH SOLE 473136 191223 Pozen Inc (POZN) COM 73941U102 4747 916500 SH SOLE 340000 576500 PracticeWorks Inc (PRW) COM 739419109 6919 375000 SH SOLE 158000 217000 Precision Drilling (PDS) COM 74022D100 23093 664750 SH SOLE 463550 201200 Prime Medical Services (PMSI) COM 74156D108 116 10000 SH SOLE 8000 2000 ProBusiness Services (PRBZ) COM 742674104 4409 302600 SH SOLE 249900 52700 QLogic (QLGC) COM 747277101 8000 209980 SH SOLE 112780 97200 RF Micro Devices Inc (RFMD) COM 749941100 7520 986900 SH SOLE 626900 360000 Radiologix Inc (RGX) COM 75040K109 2271 148900 SH SOLE 148900 Raindance Communications (RNDC COM 75086X106 5752 1000400 SH SOLE 481700 518700 Ramsay Youth Services Inc (RYO COM 75158K206 90 20000 SH SOLE 15200 4800 Rare Hospitality (RARE) COM 753820109 5136 190800 SH SOLE 142200 48600 Regal Entertainment Group (RGC COM 758766109 1166 50000 SH SOLE 22000 28000 Resources Connection (RECN) COM 76122Q105 2718 100700 SH SOLE 75400 25300 Retek Inc (RETK) COM 76128Q109 3626 149200 SH SOLE 109300 39900 Rex Stores Corp (RSC) COM 761624105 1487 107700 SH SOLE 107700 Rita Medical Systems Inc (RITA COM 76774E103 2929 289400 SH SOLE 26800 262600 Rudolph Technologies (RTEC) COM 781270103 1959 78600 SH SOLE 78200 400 SRA International (SRX) COM 78464R105 3227 119600 SH SOLE 88600 31000 Scientific Games Corp (SGMS) COM 80874P109 4946 622900 SH SOLE 289700 333200 Semtech Corp (SMTC) COM 816850101 6891 258100 SH SOLE 134800 123300 Shuffle Master (SHFL) COM 825549108 12422 676200 SH SOLE 517200 159000 Signal Technology Corp (STCO) COM 826675100 5244 558500 SH SOLE 462700 95800 Silicon Storage (SSTI) COM 827057100 6380 817900 SH SOLE 684300 133600 Sirenza Microdevices (SMDI) COM 82966t106 580 287300 SH SOLE 287300 Skywest Inc (SKYW) COM 830879102 7850 335600 SH SOLE 174800 160800 Skyworks Solutions (SWKS) COM 83088m102 1944 350300 SH SOLE 277100 73200 Stage Stores (STGS) COM 85254C305 8188 235700 SH SOLE 183100 52600 Stamps.com(STMP) COM 852857101 133 30000 SH SOLE 23900 6100 Stancorp Financial Group (SFG) COM 852891100 7104 128000 SH SOLE 62400 65600 Starbucks Coffee (SBUX) COM 855244109 11272 453600 SH SOLE 230400 223200 Sturm Ruger& Company (RGR) COM 864159108 552 39000 SH SOLE 31100 7900 Superior Energy Svcs (SPN) COM 868157108 9234 909800 SH SOLE 251300 658500 Swift Transportation (SWFT) COM 870756103 11042 473900 SH SOLE 246100 227800 Sypris Solutions Inc (SYPR) COM 871655106 3232 177400 SH SOLE 56000 121400 THQ Inc (THQI) COM 872443403 6462 216700 SH SOLE 167700 49000 Take-Two Interactive Software COM 874054109 309 15000 SH SOLE 12000 3000 Tenet Healthcare Corp (THC) COM 88033G100 715 10000 SH SOLE 8000 2000 Teradyne (TER) COM 880770102 6014 255900 SH SOLE 123100 132800 Tesco Corp. (TESO.F) COM 88157K101 335 30000 SH SOLE 23100 6900 Texas Instruments (TXN) COM 882508104 474 20000 SH SOLE 15900 4100 Therma Wave Inc. (TWAV) COM 88343A108 3752 329400 SH SOLE 77300 252100 Tiffany & Co (TIF) COM 886547108 12313 349800 SH SOLE 168500 181300 Todd Shipyards (TOD) COM 889039103 376 30000 SH SOLE 23900 6100 Tower Automotive (TWR) COM 891707101 3450 247300 SH SOLE 79700 167600 Transocean Intl. (RIG) COM G90078109 11970 384275 SH SOLE 199375 184900 Trikon Technologies (TRKN) COM 896187408 1101 122500 SH SOLE 122500 Tripos Inc (TRPS) COM 896928108 1759 80700 SH SOLE 25500 55200 Tweeter Home Ent Grp (TWTR) COM 901167106 13353 817200 SH SOLE 464184 353016 US Freightways (USFC) COM 916906100 5328 140700 SH SOLE 140300 400 UTstarcom Inc. (UTSI) COM 918076100 4260 211200 SH SOLE 157200 54000 Ultra Petroleum (UPL) COM 903914109 4977 655700 SH SOLE 192500 463200 Union Acceptance Corp (UACA) COM 904832102 83 19900 SH SOLE 15200 4700 United Defense Industries (UDI COM 91018B104 2909 126500 SH SOLE 94600 31900 United Industrial Corp (UIC) COM 910671106 5010 229300 SH SOLE 190000 39300 Universal American Financial ( COM 913377107 1609 244500 SH SOLE 182900 61600 Universal Compression (UCO) COM 913431102 6021 251000 SH SOLE 57200 193800 Varian Inc. (VARI) COM 922206107 9088 275800 SH SOLE 190600 85200 Veridian Corp (VNX) COM 92342R203 1741 76700 SH SOLE 76700 Verisity Ltd (VRST) COM M97385112 5651 325900 SH SOLE 156700 169200 Veritas Software (VRTS) COM 923436109 4543 229560 SH SOLE 115000 114560 Virage Logic Corp. (VIRL) COM 92763R104 7789 598200 SH SOLE 264300 333900 Wavecom Sa (WVCM) COM 943531103 612 15000 SH SOLE 12000 3000 Weatherford Int'l (WFT) COM G95089101 8513 197050 SH SOLE 103250 93800 WebMD Corp (HLTH) COM 94769M105 6305 1119900 SH SOLE 544800 575100 Wendy's International Inc (WEN COM 950590109 7666 192473 SH SOLE 98873 93600 Williams Sonoma (WSM) COM 969904101 2441 79600 SH SOLE 79600 Wilson Greatbatch Technologies COM 972232102 8577 336600 SH SOLE 208400 128200 XTO Energy (XTO) COM 98385x106 12770 619911 SH SOLE 500907 119004 Xilinx (XLNX) COM 983919101 2763 123200 SH SOLE 66000 57200 Yahoo! Corp (YHOO) COM 984332106 10161 688400 SH SOLE 335600 352800 Zoran Corp (ZRAN) COM 98975F101 3721 162400 SH SOLE 102550 59850 Zygo Corp (ZIGO) COM 989855101 1101 136800 SH SOLE 28200 108600 DJX 84 Dec 2003 PUT (.ZDJXF) PUT 12486V9X9 712 1250 SH PUT SOLE 998 252 JPM Dec 30 PUT (.JPMXF) PUT 46625H9X0 210 750 SH PUT SOLE 599 151
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