-----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, ERqJcpQ4fnU+XWZRuIUiRj6/Z3X/N1GvEKzhbNDRfLGzUyJArJWSYBPkk5Yaj8u8 mG8FwiucqZjD37603RNtrg== 0001228773-04-000011.txt : 20041102 0001228773-04-000011.hdr.sgml : 20041102 20041102093012 ACCESSION NUMBER: 0001228773-04-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20040930 FILED AS OF DATE: 20041102 DATE AS OF CHANGE: 20041102 EFFECTIVENESS DATE: 20041102 FILER: COMPANY DATA: COMPANY CONFORMED NAME: COLUMBUS CIRCLE INVESTORS CENTRAL INDEX KEY: 0001228773 IRS NUMBER: 061404803 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10449 FILM NUMBER: 041111737 MAIL ADDRESS: STREET 1: METRO CENTER STREET 2: ONE STATION PLACE CITY: STAMFORD STATE: CT ZIP: 06902 13F-HR 1 cci3q04.txt CCI 13F FILEING FOR 3Q 2004 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 2004 Check here is Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Columbus Circle Investors Address: Metro Center One Station Place Stamford, CT 06902 13F File Number: 028-10449 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 itmes, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Frank Cuttita Title: Compliance Officer Phone: 203-353-6000 Signature, Place, and Date of Signing: Frank Cuttita Stamford, Connecticut November 1, 2004 Report Type (Check only one.): [X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 207 Form 13F Information Table Value Total: $3,373,680,000 List of Other Included Managers: No. 13F File Number Name none 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 - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ASML HLDG NV N Y SHS ADR N07059111 940 73025 SH SOLE 73025 COGNOS INC COM ADR 19244C109 28868 812721 SH SOLE 468891 343830 ELAN PLC ADR ADR 284131208 4111 175672 SH SOLE 175672 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 11962 273531 SH SOLE 273531 NOKIA CORP SPONSORED ADR ADR 654902204 1239 90275 SH SOLE 90275 POTASH CORP SASK INC COM ADR 73755L107 32111 500400 SH SOLE 338900 161500 TYCO INTL LTD NEW COM ADR 902124106 33392 1089100 SH SOLE 715000 374100 ABBOTT LABS COM COM 002824100 8536 201516 SH SOLE 201516 ACCREDO HEALTH INC COM COM 00437V104 425 18017 SH SOLE 18017 ADOBE SYS INC COM COM 00724F101 26346 532575 SH SOLE 374875 157700 AETNA INC NEW COM COM 00817Y108 2589 25910 SH SOLE 25910 AKAMAI TECHNOLOGIES COM COM 00971T101 874 62225 SH SOLE 62225 ALLIANCE DATA SYS CORP COM COM 018581108 3738 92160 SH SOLE 86470 5690 AMERICAN HEALTHWAYS INC COM 02649V104 1941 66680 SH SOLE 63280 3400 AMERICAN TOWER CORP CL A COM 029912201 25591 1667166 SH SOLE 978666 688500 AMERIGROUP CORP COM COM 03073T102 6221 110600 SH SOLE 79600 31000 AMERN EAGLE OUTFIT NEW COM COM 02553E106 31898 865629 SH SOLE 506909 358720 AMGEN INC COM COM 031162100 9745 171530 SH SOLE 171530 AMYLIN PHARMACEUTICALS COM COM 032346108 2154 104950 SH SOLE 104950 ANALOG DEVICES INC COM COM 032654105 1515 39060 SH SOLE 39060 ANDREW CORP COM COM 034425108 20615 1684271 SH SOLE 1007071 677200 ANDRX GROUP COM COM 034553107 3597 160878 SH SOLE 160878 ANNTAYLOR STORES CORP COM COM 036115103 12279 524740 SH SOLE 298770 225970 ANTHEM INC COM COM 03674B104 5859 67154 SH SOLE 67154 APACHE CORP COM COM 037411105 36540 729200 SH SOLE 493830 235370 APPLE COMPUTER INC COM COM 037833100 16868 435300 SH SOLE 293700 141600 APPLERA CORP COM CE GEN GRP COM 038020202 433 37080 SH SOLE 37080 APPLIED MATLS INC COM COM 038222105 2866 173775 SH SOLE 173775 AQUANTIVE INC COM COM 03839G105 5478 567700 SH SOLE 511400 56300 ARIAD PHARMACEUTICALS COM COM 04033A100 278 41553 SH SOLE 41553 ARTHROCARE CORP COM COM 043136100 1797 61340 SH SOLE 58140 3200 ATI TECHNOLOGIES INC COM COM 001941103 26126 1704241 SH SOLE 981741 722500 AUDIBLE INC COM NEW COM 05069A302 1018 56800 SH SOLE 53900 2900 AVON PRODS INC COM COM 054303102 24286 556000 SH SOLE 376500 179500 BANK OF AMERICA CORP COM COM 060505104 5893 136000 SH SOLE 136000 BARD C R INC COM COM 067383109 66088 1167009 SH SOLE 741637 425372 BAXTER INTL INC COM COM 071813109 22384 696034 SH SOLE 500034 196000 BIOGEN IDEC INC COM COM 09062X103 34959 571503 SH SOLE 418403 153100 BIOMARIN PHARMACEUTICA COM COM 09061G101 991 191026 SH SOLE 191026 BJ SVCS CO COM COM 055482103 25268 482125 SH SOLE 326625 155500 BOSTON SCIENTIFIC CORP COM COM 101137107 45525 1145865 SH SOLE 844758 301107 BRISTOL MYERS SQUIBB COM COM 110122108 4738 200150 SH SOLE 200150 BROADCOM CORP CL A COM 111320107 2352 86175 SH SOLE 86175 BRUNSWICK CORP COM COM 117043109 36392 795284 SH SOLE 439144 356140 CALIPER TECHNOLOGIES COM COM 130876105 221 31368 SH SOLE 31368 CAPITAL ONE FINL CORP COM COM 14040H105 51915 702500 SH SOLE 476000 226500 CAREMARK RX INC COM COM 141705103 40393 1259525 SH SOLE 842725 416800 CARREKER CORP COM COM 144433109 1256 165000 SH SOLE 156200 8800 CHARLES RIV LABS INTL COM COM 159864107 3717 81148 SH SOLE 81148 CHECK POINT SOFTWARE ORD COM M22465104 15496 913154 SH SOLE 636850 276304 CHESAPEAKE ENERGY CORP COM COM 165167107 27491 1736621 SH SOLE 1062221 674400 CIGNA CORP COM COM 125509109 28890 414909 SH SOLE 289559 125350 CISCO SYS INC COM COM 17275R102 74095 4093655 SH SOLE 2814655 1279000 CIT GROUP INC COM COM 125581108 37231 995750 SH SOLE 675550 320200 CLOROX CO DEL COM COM 189054109 33041 619900 SH SOLE 419700 200200 COINSTAR INC COM COM 19259P300 6813 292400 SH SOLE 259900 32500 COMMUNITY HLTH SYS NEW COM COM 203668108 2889 108269 SH SOLE 108269 COMVERSE TECHNOLOGY COM PAR $0 COM 205862402 65115 3458035 SH SOLE 2232615 1225420 CONCEPTUS INC COM COM 206016107 377 40657 SH SOLE 40657 CONOCOPHILLIPS COM COM 20825C104 34070 411225 SH SOLE 278875 132350 CONSTELLATION BRANDS CL A COM 21036P108 21599 567500 SH SOLE 384600 182900 COVENTRY HEALTH CARE COM COM 222862104 14540 272432 SH SOLE 152967 119465 CREE INC COM COM 225447101 15110 495426 SH SOLE 282386 213040 CUBIST PHARMACEUTICALS COM COM 229678107 336 34033 SH SOLE 34033 CVS CORP COM COM 126650100 28513 676790 SH SOLE 482790 194000 DAVE & BUSTERS INC COM COM 23833N104 2586 136260 SH SOLE 129260 7000 DEERE & CO COM COM 244199105 42290 655150 SH SOLE 443650 211500 DELL INC COM 24702R101 2791 78400 SH SOLE 78400 DELTA PETE CORP COM NEW COM 247907207 2986 229000 SH SOLE 217100 11900 DEVON ENERGY CORP NEW COM COM 25179M103 25805 363400 SH SOLE 247300 116100 DIAMOND OFFSHORE DRILL COM COM 25271C102 15585 472401 SH SOLE 257551 214850 DICKS SPORTING GOODS COM COM 253393102 5116 143630 SH SOLE 127630 16000 DORAL FINL CORP COM COM 25811P100 15709 378799 SH SOLE 209799 169000 DRS TECHNOLOGIES INC COM COM 23330X100 3839 102550 SH SOLE 97250 5300 E M C CORP MASS COM COM 268648102 2012 174350 SH SOLE 174350 ECHOSTAR COMMNTNS NEW CL A COM 278762109 19929 640400 SH SOLE 433600 206800 EOG RES INC COM COM 26875P101 38268 581144 SH SOLE 330884 250260 EON LABS INC COM COM 29412E100 2704 124603 SH SOLE 124603 EYETECH PHARMACEUTICALS INC COM 302297106 17815 524126 SH SOLE 315426 208700 F5 NETWORKS INC COM COM 315616102 5825 191250 SH SOLE 183250 8000 FEDERAL NATL MTG ASSN COM COM 313586109 36721 579200 SH SOLE 392400 186800 FISHER SCIENTIFIC INTL COM NEW COM 338032204 70297 1205160 SH SOLE 822910 382250 FLEXTRONICS INTL LTD ORD COM Y2573F102 1552 117150 SH SOLE 117150 FOREST LABS INC COM COM 345838106 2494 55480 SH SOLE 55480 FOSSIL INC COM COM 349882100 38888 1256894 SH SOLE 726984 529910 GENENTECH INC COM NEW COM 368710406 44051 840355 SH SOLE 641055 199300 GETTY IMAGES INC COM COM 374276103 24819 448811 SH SOLE 256071 192740 GILEAD SCIENCES INC COM COM 375558103 4160 111297 SH SOLE 111297 GTC BIOTHERAPEUTICS COM COM 36238T104 584 329854 SH SOLE 329854 GUIDANT CORP COM COM 401698105 8641 130840 SH SOLE 130840 GUITAR CTR MGMT INC COM COM 402040109 3767 87000 SH SOLE 82500 4500 HARMAN INTL INDS INC COM COM 413086109 29456 273376 SH SOLE 152846 120530 HARRIS & HARRIS GROUP COM COM 413833104 223 21583 SH SOLE 21583 HARRIS CORP DEL COM COM 413875105 39607 720921 SH SOLE 400571 320350 HARVARD BIOSCIENCE INC COM COM 416906105 211 48513 SH SOLE 48513 HOME DEPOT INC COM COM 437076102 51211 1306400 SH SOLE 884700 421700 HONEYWELL INTL INC COM COM 438516106 28831 804000 SH SOLE 577700 226300 HORNBECK OFFSHORE SVCS COM COM 440543106 851 51600 SH SOLE 48900 2700 HUGHES SUPPLY INC COM COM 444482103 4080 135700 SH SOLE 128700 7000 HUMAN GENOME SCIENCES COM COM 444903108 1778 162940 SH SOLE 162940 IMCLONE SYS INC COM COM 45245W109 3732 70624 SH SOLE 70624 INAMED CORP COM COM 453235103 6028 126459 SH SOLE 126459 INFOSPACE INC COM NEW COM 45678T201 26141 551605 SH SOLE 361045 190560 INGERSOLL-RAND COMPANY CL A COM G4776G101 34270 504200 SH SOLE 342150 162050 INPUT/OUTPUT INC COM COM 457652105 3279 318000 SH SOLE 301600 16400 INTEL CORP COM COM 458140100 2802 139700 SH SOLE 139700 INTERGRAPH CORP COM COM 458683109 2369 87200 SH SOLE 82700 4500 IVAX CORP COM COM 465823102 27455 1433697 SH SOLE 892296 541401 J P MORGAN CHASE & CO COM COM 46625H100 42022 1057700 SH SOLE 676300 381400 JOHNSON & JOHNSON COM COM 478160104 19474 345720 SH SOLE 345720 JUNIPER NETWORKS INC COM COM 48203R104 53904 2284083 SH SOLE 1505643 778440 JUPITERMEDIA CORP COM COM 48207D101 5024 282273 SH SOLE 270197 12076 KERYX BIOPHARMACEUTCLS COM COM 492515101 488 43615 SH SOLE 43615 KFORCE INC COM COM 493732101 1970 235100 SH SOLE 223300 11800 KINDRED HEALTHCARE INC COM COM 494580103 224 9182 SH SOLE 9182 KINETIC CONCEPTS INC COM NEW COM 49460W208 34243 651626 SH SOLE 380996 270630 KOHLS CORP COM COM 500255104 19830 411500 SH SOLE 278700 132800 KOS PHARMACEUTICALS COM COM 500648100 227 6384 SH SOLE 6384 KYPHON INC COM COM 501577100 2555 103100 SH SOLE 97800 5300 LAUDER ESTEE COS INC CL A COM 518439104 30489 729400 SH SOLE 493900 235500 LILLY ELI & CO COM COM 532457108 9030 150381 SH SOLE 150381 MAGMA DESIGN AUTO COM COM 559181102 2562 169900 SH SOLE 161100 8800 MARTEK BIOSCIENCES CP COM COM 572901106 29000 596227 SH SOLE 402747 193480 MARVELL TECH GROUP LTD ORD COM G5876H105 71441 2734060 SH SOLE 1743190 990870 MCDONALDS CORP COM COM 580135101 59145 2110050 SH SOLE 1430850 679200 MEDTRONIC INC COM COM 585055106 14598 281273 SH SOLE 281273 MERCK & CO INC COM COM 589331107 2467 74750 SH SOLE 74750 MERCURY INTERACTIVE CP COM COM 589405109 1854 53150 SH SOLE 53150 MGI PHARMA INC COM COM 552880106 19337 724506 SH SOLE 408066 316440 MICROSOFT CORP COM COM 594918104 52139 1885670 SH SOLE 1320770 564900 MINDSPEED TECH INC COM COM 602682106 668 334100 SH SOLE 316800 17300 MONSTER WORLDWIDE INC COM COM 611742107 27024 1096771 SH SOLE 626951 469820 MOTOROLA INC COM COM 620076109 34946 1937125 SH SOLE 1357125 580000 MSC INDL DIRECT INC CL A COM 553530106 34684 1017734 SH SOLE 581484 436250 NATIONAL FINL PTNRS CP COM COM 63607P208 3496 97700 SH SOLE 92700 5000 NAUTILUS GROUP INC COM COM 63910B102 6426 284450 SH SOLE 257950 26500 NAVARRE CORP COM COM 639208107 4282 295500 SH SOLE 261000 34500 NAVIGANT CONSULTING COM COM 63935N107 2743 124900 SH SOLE 118400 6500 NAVTEQ CORP COM COM 63936L100 18466 518137 SH SOLE 320417 197720 NETWORK APPLIANCE INC COM COM 64120L104 2487 107900 SH SOLE 107900 NIKE INC CL B COM 654106103 34644 439650 SH SOLE 297850 141800 NITROMED INC COM COM 654798503 1456 61081 SH SOLE 61081 NOBLE CORPORATION SHS COM G65422100 27208 605286 SH SOLE 337746 267540 NORDSTROM INC COM COM 655664100 32399 847250 SH SOLE 574650 272600 NORTH AMERN SCIENTIFIC COM COM 65715D100 622 120637 SH SOLE 120637 NOVATEL WIRELESS INC COM NEW COM 66987M604 3647 155200 SH SOLE 149600 5600 ONYX PHARMACEUTICALS COM COM 683399109 1892 43991 SH SOLE 43991 OPEN SOLUTIONS INC COM COM 68371P102 6884 275700 SH SOLE 250500 25200 OPENTV CORP CL A COM G67543101 1513 496000 SH SOLE 470400 25600 OPENWAVE SYS INC COM COM 683718308 5044 571864 SH SOLE 537331 34533 ORACLE CORP COM COM 68389X105 1863 165125 SH SOLE 165125 OREGON STL MLS INC COM COM 686079104 931 56000 SH SOLE 53100 2900 ORPHAN MED INC COM COM 687303107 164 15500 SH SOLE 15500 OSI PHARMACEUTICALS COM COM 671040103 3939 64092 SH SOLE 64092 PALOMAR MED TECH INC COM NEW COM 697529303 2545 116100 SH SOLE 110100 6000 PEOPLESOFT INC COM COM 712713106 1528 76975 SH SOLE 76975 PFIZER INC COM COM 717081103 29217 954808 SH SOLE 954808 PHARMION CORP COM COM 71715B409 336 6500 SH SOLE 6500 PIXAR COM COM 725811103 15826 200587 SH SOLE 117337 83250 POLYCOM INC COM COM 73172K104 20433 1030937 SH SOLE 628257 402680 PRAXAIR INC COM COM 74005P104 23845 557900 SH SOLE 378000 179900 PROVIDE COMM INC COM COM 74373W103 5350 256100 SH SOLE 230200 25900 QUALCOMM INC COM COM 747525103 44892 1149890 SH SOLE 807090 342800 QUICKSILVER RESOURCES COM COM 74837R104 33210 1016529 SH SOLE 634419 382110 REVLON INC CL A COM 761525500 19896 7895067 SH SOLE 4992257 2902810 RIGEL PHARMACEUTICALS COM NEW COM 766559603 722 28554 SH SOLE 28554 ROBERT HALF INTL INC COM COM 770323103 11732 455271 SH SOLE 254311 200960 ROCKWELL AUTOMATION COM COM 773903109 39716 1026247 SH SOLE 582637 443610 SBA COMMUNICATIONS CRP COM COM 78388J106 6402 914600 SH SOLE 867300 47300 SCHEIN HENRY INC COM COM 806407102 1453 23318 SH SOLE 23318 SCHERING PLOUGH CORP COM COM 806605101 6362 333770 SH SOLE 333770 SCIENTIFIC GAMES CORP CL A COM 80874P109 3735 195550 SH SOLE 185450 10100 SEPRACOR INC COM COM 817315104 9724 199345 SH SOLE 199345 SIERRA WIRELESS INC COM COM 826516106 4309 242100 SH SOLE 236900 5200 SIGMATEL INC COM COM 82661W107 1240 58475 SH SOLE 58475 SMITH INTL INC COM COM 832110100 26206 431513 SH SOLE 249303 182210 SOUTHWESTERN ENERGY CO COM COM 845467109 1858 44250 SH SOLE 41950 2300 SOVEREIGN BANCORP INC COM COM 845905108 21608 990279 SH SOLE 551719 438560 SPECTRASITE INC COM COM 84761M104 26448 568769 SH SOLE 331519 237250 STAPLES INC COM COM 855030102 49506 1660150 SH SOLE 1126350 533800 STARWOOD HOTELS&RESORT PAIRED COM 85590A203 17148 369400 SH SOLE 250300 119100 STRATASYS INC COM COM 862685104 9198 291500 SH SOLE 260900 30600 SYBRON DENTAL SPECIAL COM COM 871142105 991 33369 SH SOLE 33369 SYNERON MEDICAL LTD ORD SHS COM M87245102 2070 116800 SH SOLE 110726 6074 TEKELEC COM COM 879101103 12139 727749 SH SOLE 401429 326320 TEMPUR PEDIC INTL INC COM COM 88023U101 8345 556693 SH SOLE 130246 426447 TEXAS INSTRS INC COM COM 882508104 20529 964700 SH SOLE 652700 312000 TIME WARNER INC COM 887317105 30183 1870050 SH SOLE 1268450 601600 TITAN PHARMACEUTICALS COM COM 888314101 482 202348 SH SOLE 202348 TRANSACTION SYS ARCHIT CL A COM 893416107 3665 197200 SH SOLE 187000 10200 TRIAD HOSPITALS INC COM COM 89579K109 4464 129609 SH SOLE 129609 TRIMBLE NAVIGATION LTD COM COM 896239100 38707 1224896 SH SOLE 750166 474730 TXU CORP COM COM 873168108 32657 681500 SH SOLE 459400 222100 U.S.Wireless - DEFAULT COM 90339D989 1 125000 SH SOLE 125000 UBIQUITEL INC COM COM 903474302 3248 812100 SH SOLE 770200 41900 UCBH HOLDINGS INC COM COM 90262T308 3159 80850 SH SOLE 76650 4200 ULTRA PETE CORP COM COM 903914109 3909 79700 SH SOLE 75600 4100 UNITEDHEALTH GROUP INC COM COM 91324P102 5411 73379 SH SOLE 73379 VENTANA MED SYS INC COM COM 92276H106 1765 35000 SH SOLE 33200 1800 VERISIGN INC COM COM 92343E102 41412 2083119 SH SOLE 1243449 839670 VERITAS SOFTWARE CO COM COM 923436109 725 40750 SH SOLE 40750 WYETH COM COM 983024100 5027 134400 SH SOLE 134400 XM SATELLITE RADIO HLD CL A COM 983759101 70291 2266004 SH SOLE 1440294 825710 XTO ENERGY CORP COM COM 98385X106 17287 532236 SH SOLE 346269 185967 YAHOO INC COM COM 984332106 3491 102950 SH SOLE 102950 ZEBRA TECHNOLOGIES CP CL A COM 989207105 26854 440162 SH SOLE 242667 197495 ZIMMER HLDGS INC COM COM 98956P102 31480 398279 SH SOLE 254449 143830
-----END PRIVACY-ENHANCED MESSAGE-----