-----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, MrAXqlSvDS6XIkBrHz63kBBqaYbLHc90k/sAf+/MBHtRmRVC8jKj7MvYg5dc7+p7 drF9KUKGGGgdeXWjMAKuIw== 0000950156-04-000052.txt : 20040212 0000950156-04-000052.hdr.sgml : 20040212 20040212143416 ACCESSION NUMBER: 0000950156-04-000052 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20031231 FILED AS OF DATE: 20040212 EFFECTIVENESS DATE: 20040212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CENTRAL INDEX KEY: 0000912938 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04968 FILM NUMBER: 04590185 BUSINESS ADDRESS: STREET 1: 500 BOYLSTON ST STREET 2: 15TH FL CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 18006372929 MAIL ADDRESS: STREET 1: 500 BOYLSTON STREET STREET 2: 15TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 13F-HR 1 d60641.txt MFS 13F-HR 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, 2003 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: Richard M. Hisey Title: Senior Vice President Phone: 617-954-5000 Signature, Place, and Date of Signing: /s/ RICHARD M. HISEY Boston, Massachusetts February 12, 2004 ---------------- --------------------- ----------------- [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: 847 Form 13F Information Table Value Total: $85,260,367,051 --------------- (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 Advisors, LLC MFS Original Research Partners, LLC [Repeat as necessary.] MFS 13F REPORT DATE: 031231 PAGE: 1
ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ 1 800 FLOWERS COM CL A 68243Q106 9356318 845960 SH SOLE 831560 0 14400 3M CO COM 88579Y101 189661966 2230530 SH SOLE 2168360 0 62170 A C MOORE ARTS & CRAFTS INC COM 00086T103 13523409 702150 SH SOLE 691850 0 10300 ABBOTT LABS COM 002824100 334669550 7181750 SH SOLE 7037810 0 143940 ABITIBI-CONSOLIDATED INC COM 003924107 4692446 578600 SH SOLE 578600 0 0 ABN AMRO HLDG NV SPONSORED ADR 000937102 1115441 47506 SH SOLE 47506 0 0 ACCENTURE LTD BERMUDA CL A G1150G111 170493327 6477710 SH SOLE 5685470 0 792240 ACE LTD ORD G0070K103 210742848 5087949 SH SOLE 4502651 0 585298 ACUSPHERE INC COM 00511R870 554018 63100 SH SOLE 63100 0 0 ACXIOM CORP COM 005125109 4258818 228600 SH SOLE 228600 0 0 ADTRAN INC COM 00738A106 270528948 8698680 SH SOLE 8492020 0 206660 ADVANCED ENERGY INDS COM 007973100 9003141 345610 SH SOLE 338010 0 7600 ADVANCED FIBRE COMMUNICATION COM 00754A105 9953415 493966 SH SOLE 486906 0 7060 ADVANCEPCS COM 00790K109 44880105 850163 SH SOLE 562613 0 287550 ADVISORY BRD CO COM 00762W107 30622884 879210 SH SOLE 865010 0 14200 AES CORP COM 00130H105 22526672 2386300 SH SOLE 2386300 0 0 AES TR III PFD CV 6.75% 00808N202 8173818 188990 SH SOLE 188990 0 0 AETNA INC NEW COM 00817Y108 28578095 422878 SH SOLE 422878 0 0 AFFILIATED COMPUTER SERVICES CL A 008190100 142225449 2611558 SH SOLE 2587658 0 23900 AFFILIATED MANAGERS GROUP COM 008252108 30014863 431310 SH SOLE 399450 0 31860 ----------- PAGE TOTAL 1535575529 MFS 13F REPORT DATE: 031231 PAGE: 2 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ AGCO CORP COM 001084102 7204279 357710 SH SOLE 344870 0 12840 AGERE SYS INC CL B 00845V209 192094028 66239320 SH SOLE 63444120 0 2795200 AGERE SYS INC NOTE 6.500% 12/1 00845VAA8 1767300 1290000 PR SOLE 1290000 0 0 AGILENT TECHNOLOGIES INC DBCV 3.000% 12/0 00846UAB7 11689750 10700000 PR SOLE 10700000 0 0 AGL RES INC COM 001204106 12621107 433715 SH SOLE 433715 0 0 AIR PRODS & CHEMS INC COM 009158106 542448508 10267812 SH SOLE 9637678 0 630134 AIRTRAN HLDGS INC COM 00949P108 2091068 175720 SH SOLE 172220 0 3500 AKAMAI TECHNOLOGIES INC COM 00971T101 115062168 10693510 SH SOLE 10438920 0 254590 ALASKA AIR GROUP INC COM 011659109 6327187 231850 SH SOLE 226850 0 5000 ALBERTO CULVER CO CL B CONV 013068101 25360242 402033 SH SOLE 269068 0 132965 ALCOA INC COM 013817101 193608860 5094970 SH SOLE 4821000 0 273970 ALCON INC COM SHS H01301102 125958919 2080590 SH SOLE 2047700 0 32890 ALLERGAN INC COM 018490102 36999377 481700 SH SOLE 472200 0 9500 ALLIANCE DATA SYSTEMS CORP COM 018581108 33846495 1222778 SH SOLE 1165678 0 57100 ALLIANT TECHSYSTEMS INC COM 018804104 9707146 168060 SH SOLE 164360 0 3700 ALLSTATE CORP COM 020002101 412721533 9593713 SH SOLE 9171093 0 422620 ALLSTREAM INC CL B LT VTG SH 02004C204 412576 7194 SH SOLE 7194 0 0 ALTIRIS INC COM 02148M100 3057754 83820 SH SOLE 82020 0 1800 ALTRIA GROUP INC COM 02209S103 930733886 17102791 SH SOLE 13385439 0 3717352 AMDOCS LTD ORD G02602103 359355321 15985557 SH SOLE 15447087 0 538470 AMERADA HESS CORP COM 023551104 12941578 243400 SH SOLE 235200 0 8200 ----------- PAGE TOTAL 3036009080 MFS 13F REPORT DATE: 031231 PAGE: 3 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ AMERADA HESS CORP PFD CV ACES 7% 023551401 5391755 98300 SH SOLE 94540 0 3760 AMERICA MOVIL S A DE C V SPON ADR L SHS 02364W105 73006275 2670310 SH SOLE 2641241 0 29069 AMERICAN AXLE & MFG HLDGS IN COM 024061103 653187 16160 SH SOLE 9010 0 7150 AMERICAN EQTY INVT LIFE HLD COM 025676206 9550861 957960 SH SOLE 937660 0 20300 AMERICAN EXPRESS CO COM 025816109 841083356 17439008 SH SOLE 16543208 0 895800 AMERICAN FINL RLTY TR COM 02607P305 9558503 560616 SH SOLE 553616 0 7000 AMERICAN INTL GROUP INC COM 026874107 658544360 9935793 SH SOLE 9759653 0 176140 AMERICAN PWR CONVERSION CORP COM 029066107 2450000 100000 SH SOLE 100000 0 0 AMERICAN STD COS INC DEL COM 029712106 96171722 955032 SH SOLE 901092 0 53940 AMERICAN SUPERCONDUCTOR CORP COM 030111108 37185105 2682908 SH SOLE 2639638 0 43270 AMERICAN TOWER CORP CL A 029912201 112830917 10427996 SH SOLE 9655276 0 772720 AMERISOURCEBERGEN CORP COM 03073E105 294030654 5236521 SH SOLE 4858821 0 377700 AMERISTAR CASINOS INC COM 03070Q101 373168 15250 SH SOLE 15250 0 0 AMERITRADE HLDG CORP NEW COM 03074K100 68820316 4877760 SH SOLE 4520940 0 356820 AMETEK INC NEW COM 031100100 526517 10910 SH SOLE 10810 0 100 AMGEN INC COM 031162100 304478258 4927630 SH SOLE 4862640 0 64990 AMIS HLDGS INC COM 031538101 29006156 1586770 SH SOLE 1558770 0 28000 AMPHENOL CORP NEW CL A 032095101 108345368 1694750 SH SOLE 1632950 0 61800 ANALOG DEVICES INC COM 032654105 556440997 12189288 SH SOLE 11908758 0 280530 ANCHOR GLASS CONTAINER CP NE COM NEW 03304B300 4520000 282500 SH SOLE 282500 0 0 ANDREW CORP COM 034425108 77052870 6648220 SH SOLE 6459920 0 188300 ----------- PAGE TOTAL 3290020343 MFS 13F REPORT DATE: 031231 PAGE: 4 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ ANHEUSER BUSCH COS INC COM 035229103 81123723 1539934 SH SOLE 1497444 0 42490 ANNALY MTG MGMT INC COM 035710409 188287 10233 SH SOLE 10233 0 0 ANSYS INC COM 03662Q105 41008909 1032970 SH SOLE 1017970 0 15000 ANTEON INTL CORP COM 03674E108 807520 22400 SH SOLE 22400 0 0 ANTIGENICS INC DEL COM 037032109 5510673 485950 SH SOLE 475270 0 10680 APOGENT TECHNOLOGIES INC COM 03760A101 42262733 1834320 SH SOLE 1679830 0 154490 APOLLO GROUP INC CL A 037604105 100137672 1476739 SH SOLE 1463049 0 13690 APPLE COMPUTER INC COM 037833100 54168591 2534796 SH SOLE 2507596 0 27200 APPLERA CORP COM AP BIO GRP 038020103 167483323 8087075 SH SOLE 7536555 0 550520 APPLIED FILMS CORP COM 038197109 20943265 634260 SH SOLE 625900 0 8360 APPLIED MATLS INC COM 038222105 11483446 511740 SH SOLE 511740 0 0 APPLIED MICRO CIRCUITS CORP COM 03822W109 6917917 1158780 SH SOLE 1140780 0 18000 APRIA HEALTHCARE GROUP INC COM 037933108 26172129 919288 SH SOLE 901808 0 17480 AQUANTIVE INC COM 03839G105 14861578 1449910 SH SOLE 1426810 0 23100 ARACRUZ CELULOSE S A SPON ADR PFD B 038496204 22706936 648029 SH SOLE 648029 0 0 ARAMARK CORP CL B 038521100 158538327 5781850 SH SOLE 5228531 0 553319 ARCHER DANIELS MIDLAND CO COM 039483102 328077297 21555670 SH SOLE 20926854 0 628816 ARKANSAS BEST CORP DEL COM 040790107 456799 14520 SH SOLE 8100 0 6420 ARROW ELECTRS INC COM 042735100 7303910 315640 SH SOLE 310840 0 4800 ASCENTIAL SOFTWARE CORP COM NEW 04362P207 32865202 1266970 SH SOLE 1210270 0 56700 ASHLAND INC COM 044204105 569960 12936 SH SOLE 7286 0 5650 ----------- PAGE TOTAL 1123588196 MFS 13F REPORT DATE: 031231 PAGE: 5 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ ASM INTL N V COM N07045102 6854681 338670 SH SOLE 333370 0 5300 ASML HLDG NV N Y SHS N07059111 2688705 134100 SH SOLE 134100 0 0 ASPECT COMMUNICATIONS CORP COM 04523Q102 5919795 375860 SH SOLE 367260 0 8600 ASPECT MED SYS INC COM 045235108 5247517 459020 SH SOLE 456720 0 2300 ASTORIA FINL CORP COM 046265104 6584400 177000 SH SOLE 177000 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 14751884 304917 SH SOLE 304917 0 0 AT&T CORP COM NEW 001957505 239174214 11781981 SH SOLE 11161201 0 620780 AT&T WIRELESS SVCS INC COM 00209A106 585350372 73260372 SH SOLE 70109105 0 3151267 ATHEROGENICS INC COM 047439104 4166744 280400 SH SOLE 274600 0 5800 ATI TECHNOLOGIES INC COM 001941103 15665530 1036080 SH SOLE 1022080 0 14000 ATLANTIC COAST AIRLINES HLDG COM 048396105 1748474 177510 SH SOLE 173610 0 3900 ATLANTIS PLASTICS INC COM 049156102 214775 17750 SH SOLE 17750 0 0 ATMEL CORP SDCV 5/2 049513AE4 2992500 7000000 PR SOLE 7000000 0 0 AU OPTRONICS CORP SPONSORED ADR 002255107 812825 68190 SH SOLE 68190 0 0 AUDIOCODES LTD ORD M15342104 1734188 166110 SH SOLE 162210 0 3900 AUSTRALIA&NEW ZEALAND BKG GR SPONSORED ADR 052528304 1679071 25117 SH SOLE 25117 0 0 AUTOBYTEL INC COM 05275N106 5471375 600590 SH SOLE 576090 0 24500 AUTOLIV INC COM 052800109 4261980 113200 SH SOLE 113200 0 0 AVID TECHNOLOGY INC COM 05367P100 60249120 1255190 SH SOLE 1235590 0 19600 AVNET INC COM 053807103 1741464 80400 SH SOLE 80400 0 0 AVON PRODS INC COM 054303102 259437027 3844081 SH SOLE 3784641 0 59440 ----------- PAGE TOTAL 1226746641 MFS 13F REPORT DATE: 031231 PAGE: 6 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ AXA SPONSORED ADR 054536107 1140486 53120 SH SOLE 53120 0 0 AXCELIS TECHNOLOGIES INC COM 054540109 5639873 549160 SH SOLE 537060 0 12100 BAKER HUGHES INC COM 057224107 28755768 894147 SH SOLE 862607 0 31540 BANK NEW YORK INC COM 064057102 192420907 5809810 SH SOLE 5689610 0 120200 BANK OF AMERICA CORPORATION COM 060505104 882321524 10970055 SH SOLE 10411719 0 558336 BANK ONE CORP COM 06423A103 327087735 7174550 SH SOLE 6864937 0 309613 BANKNORTH GROUP INC NEW COM 06646R107 6926613 212930 SH SOLE 212930 0 0 BANKUNITED FINL CORP CL A 06652B103 10245335 397260 SH SOLE 388460 0 8800 BARCLAYS PLC ADR 06738E204 1820990 50096 SH SOLE 50096 0 0 BARD C R INC COM 067383109 231655938 2851150 SH SOLE 2749150 0 102000 BARR LABS INC COM 068306109 550193 7150 SH SOLE 4000 0 3150 BAXTER INTL INC COM 071813109 374296578 12263977 SH SOLE 11891627 0 372350 BAXTER INTL INC CORP UNITS 7% 071813406 13204750 239000 SH SOLE 239000 0 0 BEA SYS INC COM 073325102 111197732 9040466 SH SOLE 8629266 0 411200 BELLSOUTH CORP COM 079860102 109499067 3869225 SH SOLE 3675995 0 193230 BELO CORP COM SER A 080555105 7128644 251540 SH SOLE 245940 0 5600 BENCHMARK ELECTRS INC COM 08160H101 8094369 232530 SH SOLE 227630 0 4900 BEST BUY INC COM 086516101 97851684 1873118 SH SOLE 1853818 0 19300 BG PLC ADR FIN INST N 055434203 1190277 45692 SH SOLE 45692 0 0 BHP BILLITON LTD SPONSORED ADR 088606108 117248099 6421035 SH SOLE 6255935 0 165100 BHP BILLITON PLC SPONSORED ADR 05545E209 2063777 118268 SH SOLE 106468 0 11800 ----------- PAGE TOTAL 2530340337 MFS 13F REPORT DATE: 031231 PAGE: 7 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ BIG LOTS INC COM 089302103 18683734 1314830 SH SOLE 1303330 0 11500 BIOGEN IDEC INC COM 09062X103 52764544 1437726 SH SOLE 1325296 0 112430 BIOMET INC COM 090613100 76002237 2098350 SH SOLE 2057250 0 41100 BISYS GROUP INC COM 055472104 39414174 2648802 SH SOLE 2573632 0 75170 BJ SVCS CO COM 055482103 253716070 7067300 SH SOLE 6707070 0 360230 BLACK & DECKER CORP COM 091797100 5149008 104400 SH SOLE 104400 0 0 BOISE CASCADE CORP COM 097383103 58453011 1778850 SH SOLE 1698240 0 80610 BOSTON PROPERTIES INC COM 101121101 3450404 71600 SH SOLE 71600 0 0 BOSTON SCIENTIFIC CORP COM 101137107 366938 9982 SH SOLE 9982 0 0 BOWATER INC COM 102183100 164059103 3542628 SH SOLE 3393868 0 148760 BOWNE & CO INC COM 103043105 10501949 774480 SH SOLE 769280 0 5200 BP PLC SPONSORED ADR 055622104 593146977 12019189 SH SOLE 11695694 0 323495 BRADLEY PHARMACEUTICALS INC COM 104576103 7480489 294160 SH SOLE 287890 0 6270 BRASIL TELECOM PARTICIPACOES SPON ADR PFD 105530109 9425430 249350 SH SOLE 249350 0 0 BRIGHT HORIZON FAMILY SOLUTI COM 109195107 15007398 357319 SH SOLE 351519 0 5800 BRINKER INTL INC COM 109641100 265280 8000 SH SOLE 8000 0 0 BRITISH SKY BROADCASTING GRO SPONSORED ADR 111013108 1257250 24681 SH SOLE 1515 0 23166 BROCADE COMMUNICATIONS SYS I NOTE 2.000% 1/0 111621AB4 893139 991000 PR SOLE 991000 0 0 BROOKS AUTOMATION INC COM 114340102 11039812 465030 SH SOLE 455030 0 10000 BROWN TOM INC COM NEW 115660201 6230700 193200 SH SOLE 193200 0 0 BRUKER BIOSCIENCES CORP COM 116794108 4429380 973490 SH SOLE 958190 0 15300 ----------- PAGE TOTAL 1331737027 MFS 13F REPORT DATE: 031231 PAGE: 8 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ BUFFALO WILD WINGS INC COM 119848109 7552488 291940 SH SOLE 287340 0 4600 BURLINGTON NORTHN SANTA FE C COM 12189T104 108436229 3351970 SH SOLE 2791210 0 560760 C D I CORP COM 125071100 8347320 254880 SH SOLE 249280 0 5600 C D W CORP COM 12512N105 1091664 18900 SH SOLE 18900 0 0 C H ROBINSON WORLDWIDE INC COM 12541W100 4629190 122110 SH SOLE 119460 0 2650 CABLEVISION SYS CORP CL A NY CABLVS 12686C109 16354288 699200 SH SOLE 699200 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 59116802 3287920 SH SOLE 3227420 0 60500 CALPINE CORP COM 131347106 151400282 31476150 SH SOLE 29978570 0 1497580 CANADIAN NATL RY CO COM 136375102 122977909 1943393 SH SOLE 1797648 0 145745 CANON INC ADR 138006309 5785211 121436 SH SOLE 69438 0 51998 CARDINAL HEALTH INC COM 14149Y108 216864798 3545860 SH SOLE 3497180 0 48680 CAREER EDUCATION CORP COM 141665109 255433343 6346170 SH SOLE 6092268 0 253902 CAREMARK RX INC COM 141705103 243411168 9609600 SH SOLE 9437330 0 172270 CARMAX INC COM 143130102 32460107 1049470 SH SOLE 1037170 0 12300 CARNIVAL CORP PAIRED CTF 143658300 201013021 5059477 SH SOLE 4991897 0 67580 CARNIVAL CORP DBCV 2.000% 4/1 143658AN2 1764375 1500000 PR SOLE 1500000 0 0 CARTER INC COM 146229109 10217666 401480 SH SOLE 395380 0 6100 CBL & ASSOC PPTYS INC COM 124830100 686758 12155 SH SOLE 12155 0 0 CELGENE CORP COM 151020104 21554069 480260 SH SOLE 444390 0 35870 CELL GENESYS INC COM 150921104 5365405 419500 SH SOLE 410500 0 9000 CENDANT CORP COM 151313103 103111436 4630060 SH SOLE 4630060 0 0 ----------- PAGE TOTAL 1577573527 MFS 13F REPORT DATE: 031231 PAGE: 9 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ CENTRAL FGHT LINES INC NEV COM 153491105 1573893 88670 SH SOLE 85610 0 3060 CENTURYTEL INC COM 156700106 3686060 113000 SH SOLE 113000 0 0 CENTURYTEL INC DBCV 4.750% 8/0 156700AH9 1018063 895000 PR SOLE 895000 0 0 CERADYNE INC COM 156710105 3326981 97680 SH SOLE 95620 0 2060 CERTEGY INC COM 156880106 1369728 41760 SH SOLE 41760 0 0 CHARLES RIVER ASSOCIATES COM 159852102 10506444 328429 SH SOLE 322929 0 5500 CHARMING SHOPPES INC COM 161133103 20315182 3707150 SH SOLE 3654250 0 52900 CHARTER ONE FINL INC COM 160903100 6726401 194686 SH SOLE 194686 0 0 CHEESECAKE FACTORY INC COM 163072101 90523780 2055490 SH SOLE 1934300 0 121190 CHEVRONTEXACO CORP COM 166764100 168813921 1954091 SH SOLE 1241564 0 712527 CHICOS FAS INC COM 168615102 15946881 431580 SH SOLE 421280 0 10300 CHRISTOPHER & BANKS CORP COM 171046105 3333576 170690 SH SOLE 167090 0 3600 CHUBB CORP COM 171232101 217001127 3186507 SH SOLE 3056035 0 130472 CHUBB CORP CORP UNIT % 171232309 16896096 591600 SH SOLE 559900 0 31700 CHUNGHWA TELECOM CO LTD SPONSORED ADR 17133Q205 377000 26000 SH SOLE 26000 0 0 CIENA CORP COM 171779101 31949824 4870400 SH SOLE 4513100 0 357300 CINCINNATI BELL INC NEW COM 171871106 47625692 9430830 SH SOLE 9287610 0 143220 CINERGY CORP COM 172474108 163418082 4210721 SH SOLE 2940293 0 1270428 CIRRUS LOGIC INC COM 172755100 3570236 464270 SH SOLE 453870 0 10400 CISCO SYS INC COM 17275R102 1349733483 55705055 SH SOLE 54482645 0 1222410 CITADEL BROADCASTING CORP COM 17285T106 96117179 4296700 SH SOLE 4051290 0 245410 ----------- PAGE TOTAL 2253829627 MFS 13F REPORT DATE: 031231 PAGE: 10 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ CITIGROUP INC COM 172967101 1999776404 41198525 SH SOLE 35998613 0 5199912 CITIZENS COMMUNICATIONS CO COM 17453B101 16013106 1289300 SH SOLE 1289300 0 0 CITRIX SYS INC COM 177376100 3352167 158420 SH SOLE 158420 0 0 CLEAR CHANNEL COMMUNICATIONS COM 184502102 649310360 13865265 SH SOLE 13528885 0 336380 CLOROX CO DEL COM 189054109 42606544 877400 SH SOLE 860200 0 17200 CNOOC LTD SPONSORED ADR 126132109 611894 15328 SH SOLE 935 0 14393 COACH INC COM 189754104 89292340 2365360 SH SOLE 2275760 0 89600 COCA COLA ENTERPRISES INC COM 191219104 457958 20940 SH SOLE 11680 0 9260 COGNEX CORP COM 192422103 17700487 625680 SH SOLE 616680 0 9000 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2350460 51500 SH SOLE 51500 0 0 COGNOS INC COM 19244C109 50113774 1637170 SH SOLE 1626570 0 10600 COLES MYER LTD SPON ADR NEW 193870409 790777 17418 SH SOLE 1068 0 16350 COLGATE PALMOLIVE CO COM 194162103 235194460 4699190 SH SOLE 4567460 0 131730 COMCAST CORP NEW CL A 20030N101 586700453 17892664 SH SOLE 17503700 0 388964 COMCAST CORP NEW CL A SPL 20030N200 585457240 18710682 SH SOLE 14957351 0 3753331 COMCAST HOLDINGS CORP ZONES CV2% PCS 200300507 955650 27700 SH SOLE 27700 0 0 COMMONWEALTH INDS INC DEL COM 203004106 399779 39700 SH SOLE 39700 0 0 COMMUNITY HEALTH SYS INC NEW NOTE 4.250% 10/1 203668AA6 1070000 1000000 PR SOLE 1000000 0 0 COMPANHIA SIDERURGICA NACION SPONSORED ADR 20440W105 2251200 42000 SH SOLE 42000 0 0 COMPANHIA VALE DO RIO DOCE SPONSORED ADR 204412209 37940585 648557 SH SOLE 619990 0 28567 COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 3699024 130800 SH SOLE 130800 0 0 ----------- PAGE TOTAL 4326044660 MFS 13F REPORT DATE: 031231 PAGE: 11 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ COMPASS MINERALS INTL INC COM 20451N101 4284000 300000 SH SOLE 300000 0 0 COMPUTER SCIENCES CORP COM 205363104 1751906 39609 SH SOLE 39609 0 0 CONCEPTUS INC COM 206016107 14313955 1347830 SH SOLE 1328530 0 19300 CONNETICS CORP COM 208192104 12071315 664720 SH SOLE 652920 0 11800 CONOCOPHILLIPS COM 20825C104 414190281 6316765 SH SOLE 4317430 0 1999335 CONSTELLATION BRANDS INC CL A 21036P108 3684867 111900 SH SOLE 111900 0 0 CONSTELLATION ENERGY GROUP I COM 210371100 32641857 833551 SH SOLE 833551 0 0 CONVERGYS CORP COM 212485106 1390864 79660 SH SOLE 79660 0 0 COOPER CAMERON CORP COM 216640102 126659732 2718020 SH SOLE 2562340 0 155680 COOPER INDS LTD CL A G24182100 33848499 584300 SH SOLE 575800 0 8500 CORINTHIAN COLLEGES INC COM 218868107 153339159 2762370 SH SOLE 2587090 0 175280 CORNING INC COM 219350105 167072016 16018410 SH SOLE 15330810 0 687600 CORPORATE EXECUTIVE BRD CO COM 21988R102 98015867 2100190 SH SOLE 1981890 0 118300 CORVIS CORP COM 221009103 14914338 8773140 SH SOLE 8604240 0 168900 COSTAR GROUP INC COM 22160N109 23259843 557790 SH SOLE 545830 0 11960 COSTCO WHSL CORP NEW COM 22160K105 646932 17400 SH SOLE 9700 0 7700 COX COMMUNICATIONS INC NEW CL A 224044107 229056086 6648943 SH SOLE 6407048 0 241895 COX RADIO INC CL A 224051102 35979998 1426080 SH SOLE 1412780 0 13300 CREDIT SUISSE GROUP SPONSORED ADR 225401108 1266101 34850 SH SOLE 2153 0 32697 CROWN CASTLE INTL CORP COM 228227104 79060062 7167730 SH SOLE 6913350 0 254380 CRYOLIFE INC COM 228903100 8345222 1443810 SH SOLE 1419010 0 24800 ----------- PAGE TOTAL 1455792900 MFS 13F REPORT DATE: 031231 PAGE: 12 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ CSX CORP COM 126408103 7873735 219080 SH SOLE 210330 0 8750 CTI MOLECULAR IMAGING INC COM 22943D105 54972888 3250910 SH SOLE 3220250 0 30660 CTS CORP COM 126501105 4519615 393010 SH SOLE 384710 0 8300 CUMULUS MEDIA INC CL A 231082108 35442880 1611040 SH SOLE 1534130 0 76910 CV THERAPEUTICS INC COM 126667104 4688614 318520 SH SOLE 310920 0 7600 CVS CORP COM 126650100 219214628 6069065 SH SOLE 5968685 0 100380 CYBERONICS INC COM 23251P102 40794880 1274840 SH SOLE 1257040 0 17800 CYMER INC COM 232572107 92025723 1992330 SH SOLE 1875040 0 117290 CYPRESS SEMICONDUCTOR CORP COM 232806109 34536343 1616870 SH SOLE 1588170 0 28700 CYTYC CORP COM 232946103 169495394 12246777 SH SOLE 11394277 0 852500 DADE BEHRING HLDGS INC COM 23342J206 15004724 419830 SH SOLE 413230 0 6600 DANAHER CORP DEL COM 235851102 155407067 1693810 SH SOLE 1656310 0 37500 DARDEN RESTAURANTS INC COM 237194105 20859056 991400 SH SOLE 991400 0 0 DEAN FOODS CO NEW COM 242370104 4162821 126645 SH SOLE 120350 0 6295 DEERE & CO COM 244199105 134629432 2069630 SH SOLE 1980121 0 89509 DEL MONTE FOODS CO COM 24522P103 3406000 327500 SH SOLE 327473 0 27 DELL INC COM 24702R101 575680393 16941742 SH SOLE 16636895 0 304847 DELTA & PINE LD CO COM 247357106 14192758 558770 SH SOLE 545970 0 12800 DENTSPLY INTL INC NEW COM 249030107 94823123 2099250 SH SOLE 1945910 0 153340 DEVELOPERS DIVERSIFIED RLTY COM 251591103 237306 7069 SH SOLE 7069 0 0 DEVON ENERGY CORP NEW COM 25179M103 254415628 4443165 SH SOLE 4223045 0 220120 ----------- PAGE TOTAL 1936383008 MFS 13F REPORT DATE: 031231 PAGE: 13 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ DIAGEO P L C SPON ADR NEW 25243Q205 17234633 326043 SH SOLE 239106 0 86937 DIAMONDCLUSTER INTL INC COM 25278P106 8454984 828920 SH SOLE 812420 0 16500 DIGITAL INSIGHT CORP COM 25385P106 5515624 221600 SH SOLE 216700 0 4900 DIGITAL RIV INC COM 25388B104 36242453 1639930 SH SOLE 1616130 0 23800 DIGITAS INC COM 25388K104 25656376 2752830 SH SOLE 2711920 0 40910 DILLARDS INC CL A 254067101 198853 12081 SH SOLE 12081 0 0 DISNEY WALT CO COM DISNEY 254687106 131355786 5630338 SH SOLE 5521543 0 108795 DOMINION RES INC VA NEW COM 25746U109 210332297 3295195 SH SOLE 3196365 0 98830 DOT HILL SYS CORP COM 25848T109 15622074 1031160 SH SOLE 1008860 0 22300 DOW CHEM CO COM 260543103 362497675 8720175 SH SOLE 6812804 0 1907371 DSP GROUP INC COM 23332B106 34450187 1380769 SH SOLE 1357799 0 22970 DST SYS INC DEL COM 233326107 197465167 4728572 SH SOLE 4569142 0 159430 DTE ENERGY CO COM 233331107 1773000 45000 SH SOLE 45000 0 0 DUN & BRADSTREET CORP DEL NE COM 26483E100 3848889 75900 SH SOLE 75900 0 0 E M C CORP MASS COM 268648102 26209512 2028600 SH SOLE 1988900 0 39700 E PIPHANY INC COM 26881V100 5544274 768970 SH SOLE 752070 0 16900 E TRADE FINANCIAL CORP COM 269246104 11516813 910420 SH SOLE 903190 0 7230 EARTHLINK INC COM 270321102 32802200 3280220 SH SOLE 3228520 0 51700 EAST WEST BANCORP INC COM 27579R104 10996885 204860 SH SOLE 200560 0 4300 EATON CORP COM 278058102 126368454 1170295 SH SOLE 1139715 0 30580 EATON VANCE CORP COM NON VTG 278265103 5430048 148200 SH SOLE 148200 0 0 ----------- PAGE TOTAL 1269516182 MFS 13F REPORT DATE: 031231 PAGE: 14 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ EBAY INC COM 278642103 327844191 5074202 SH SOLE 4951763 0 122439 ECHOSTAR COMMUNICATIONS NEW CL A 278762109 496552194 14608773 SH SOLE 14240533 0 368240 ECHOSTAR COMMUNICATIONS NEW NOTE 5.750% 5/1 278762AG4 2105000 2000000 PR SOLE 2000000 0 0 ECOLLEGE COM COM 27887E100 16122410 873370 SH SOLE 843270 0 30100 EDO CORP COM 281347104 3406630 138200 SH SOLE 138200 0 0 EDUCATION MGMT CORP COM 28139T101 21276989 685470 SH SOLE 670670 0 14800 EDWARDS LIFESCIENCES CORP COM 28176E108 4319488 143600 SH SOLE 143600 0 0 EL PASO CORP COM 28336L109 517264 63158 SH SOLE 63158 0 0 EL PASO CORP DBCV 2/2 28336LAC3 18960740 41219000 PR SOLE 41219000 0 0 EL PASO ENERGY CAP TR I PFD CV TR SECS 283678209 1350000 40000 SH SOLE 40000 0 0 ELECTRONIC ARTS INC COM 285512109 2384000 50000 SH SOLE 50000 0 0 EMBRAER-EMPRESA BRASILEIRA D SP ADR PFD SHS 29081M102 24200476 690850 SH SOLE 646350 0 44500 EMERSON ELEC CO COM 291011104 408093091 6302596 SH SOLE 4988949 0 1313647 EMMIS COMMUNICATIONS CORP CL A 291525103 8287633 306382 SH SOLE 299852 0 6530 EMPRESA NACIONAL DE ELCTRCID SPONSORED ADR 29244T101 9645480 824400 SH SOLE 824400 0 0 ENCANA CORP COM 292505104 18804243 476781 SH SOLE 439773 0 37008 ENERGY EAST CORP COM 29266M109 61726493 2755647 SH SOLE 2658407 0 97240 ENERSIS S A SPONSORED ADR 29274F104 891296 121100 SH SOLE 121100 0 0 ENTERCOM COMMUNICATIONS CORP CL A 293639100 198211591 3742666 SH SOLE 3600226 0 142440 ENTERGY CORP NEW COM 29364G103 94141670 1647850 SH SOLE 1598250 0 49600 EOG RES INC COM 26875P101 5637357 122100 SH SOLE 122100 0 0 ----------- PAGE TOTAL 1724478236 MFS 13F REPORT DATE: 031231 PAGE: 15 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ EON LABS INC COM 29412E100 584906 11480 SH SOLE 6400 0 5080 EQUITABLE RES INC COM 294549100 74945187 1746160 SH SOLE 1746160 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 53849317 1824782 SH SOLE 1714382 0 110400 ESS TECHNOLOGY INC COM 269151106 1177114 69120 SH SOLE 69120 0 0 EVEREST RE GROUP LTD COM G3223R108 485604 5740 SH SOLE 3200 0 2540 EXAR CORP COM 300645108 4123032 240410 SH SOLE 235010 0 5400 EXCEL TECHNOLOGY INC COM 30067T103 6041968 183870 SH SOLE 179870 0 4000 EXELON CORP COM 30161N101 266530096 4016427 SH SOLE 3377973 0 638454 EXPEDITORS INTL WASH INC COM 302130109 56227133 1493020 SH SOLE 1380110 0 112910 EXXON MOBIL CORP COM 30231G102 989662879 24138119 SH SOLE 19550544 0 4587575 F5 NETWORKS INC COM 315616102 46465371 1851210 SH SOLE 1806550 0 44660 FAIRCHILD SEMICONDUCTOR CORP NOTE 5.000% 11/0 303727AJ0 803000 730000 PR SOLE 730000 0 0 FAIRCHILD SEMICONDUCTOR INTL COM 303726103 3146220 126000 SH SOLE 126000 0 0 FEDERAL HOME LN MTG CORP COM 313400301 217140057 3723252 SH SOLE 3538328 0 184924 FEDERAL NATL MTG ASSN COM 313586109 920720112 12266455 SH SOLE 10532718 0 1733737 FEDERATED DEPT STORES INC DE COM 31410H101 641911 13620 SH SOLE 7600 0 6020 FEDERATED INVS INC PA CL B 314211103 5258376 179100 SH SOLE 179100 0 0 FEDEX CORP COM 31428X106 339147203 5024403 SH SOLE 4833721 0 190682 FINISAR COM 31787A101 7955991 2541850 SH SOLE 2494750 0 47100 FIRST ALBANY COS INC COM 318465101 1794961 128120 SH SOLE 125220 0 2900 FIRST CMNTY BANCORP CALIF COM 31983B101 2988055 82680 SH SOLE 80780 0 1900 ----------- PAGE TOTAL 2999688491 MFS 13F REPORT DATE: 031231 PAGE: 16 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ FIRST DATA CORP COM 319963104 27849158 677760 SH SOLE 664860 0 12900 FIRST MARBLEHEAD CORP COM 320771108 7393690 337920 SH SOLE 330760 0 7160 FIRST TENN NATL CORP COM 337162101 9450630 214300 SH SOLE 214300 0 0 FIRSTENERGY CORP COM 337932107 170441920 4842100 SH SOLE 4683180 0 158920 FISERV INC COM 337738108 121219162 3065735 SH SOLE 3026435 0 39300 FISHER SCIENTIFIC INTL INC COM NEW 338032204 190877788 4613918 SH SOLE 4162638 0 451280 FLEETBOSTON FINL CORP COM 339030108 692713933 15869735 SH SOLE 11454631 0 4415104 FLEXTRONICS INTL LTD ORD Y2573F102 173440904 11718980 SH SOLE 11270284 0 448696 FLORIDA ROCK INDS INC COM 341140101 2458926 44830 SH SOLE 43930 0 900 FORD MTR CO CAP TR II PFD TR CV 6.5% 345395206 5595000 100000 SH SOLE 100000 0 0 FOREST LABS INC COM 345838106 57789180 935100 SH SOLE 917500 0 17600 FORWARD AIR CORP COM 349853101 4862000 176800 SH SOLE 173000 0 3800 FOUNDRY NETWORKS INC COM 35063R100 43864377 1604990 SH SOLE 1582390 0 22600 FOUR SEASONS HOTEL INC LTD VTG SH 35100E104 36573273 715020 SH SOLE 664410 0 50610 FOUR SEASONS HOTEL INC NOTE 9/2 35100EAD6 1594240 4982000 PR SOLE 4982000 0 0 FOX ENTMT GROUP INC CL A 35138T107 13618880 467200 SH SOLE 467200 0 0 FPL GROUP INC COM 302571104 71599050 1094452 SH SOLE 1051936 0 42516 FRANCE TELECOM SPONSORED ADR 35177Q105 2106082 73665 SH SOLE 4523 0 69142 FRANKLIN RES INC COM 354613101 214995306 4129760 SH SOLE 4021710 0 108050 FREDS INC CL A 356108100 1577391 50900 SH SOLE 49800 0 1100 FRIEDMAN BILLINGS RAMSEY GRO CL A 358434108 22306474 966485 SH SOLE 946760 0 19725 ----------- PAGE TOTAL 1872327362 MFS 13F REPORT DATE: 031231 PAGE: 17 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ FRONTIER AIRLINES INC NEW COM 359065109 1918861 134280 SH SOLE 131380 0 2900 FURNITURE BRANDS INTL INC COM 360921100 577801 19700 SH SOLE 19700 0 0 GANNETT INC COM 364730101 48190802 540498 SH SOLE 526804 0 13694 GATX CORP NOTE 7.500% 2/0 361448AC7 1166250 1000000 PR SOLE 1000000 0 0 GENENTECH INC COM NEW 368710406 44037223 470634 SH SOLE 464624 0 6010 GENERAL DYNAMICS CORP COM 369550108 839904 9292 SH SOLE 5252 0 4040 GENERAL ELEC CO COM 369604103 1048758071 33852746 SH SOLE 32778966 0 1073780 GENERAL GROWTH PPTYS INC COM 370021107 255494 9207 SH SOLE 9207 0 0 GENERAL MLS INC COM 370334104 625140 13800 SH SOLE 13800 0 0 GENESIS MICROCHIP INC DEL COM 37184C103 4254205 235690 SH SOLE 230590 0 5100 GENUS INC COM 372461103 3101400 516900 SH SOLE 505200 0 11700 GENZYME CORP COM GENL DIV 372917104 440665711 8940266 SH SOLE 8533740 0 406526 GEORGIA GULF CORP COM PAR $0.01 373200203 19722152 682900 SH SOLE 677700 0 5200 GETTY IMAGES INC COM 374276103 272245001 5430780 SH SOLE 5176360 0 254420 GILEAD SCIENCES INC COM 375558103 562532256 9652235 SH SOLE 9373920 0 278315 GILLETTE CO COM 375766102 30301773 824987 SH SOLE 774687 0 50300 GLACIER BANCORP INC NEW COM 37637Q105 1252043 38560 SH SOLE 37620 0 940 GLOBAL PMTS INC COM 37940X102 27214344 577554 SH SOLE 564912 0 12642 GLOBALSANTAFE CORP SHS G3930E101 347356007 13989368 SH SOLE 13405894 0 583474 GLOBESPANVIRATA INC COM 37957V106 4772255 815770 SH SOLE 798340 0 17430 GOLDEN WEST FINL CORP DEL COM 381317106 51533602 499405 SH SOLE 485947 0 13458 ----------- PAGE TOTAL 2911320295 MFS 13F REPORT DATE: 031231 PAGE: 18 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ GOLDMAN SACHS GROUP INC COM 38141G104 635694036 6438712 SH SOLE 5207990 0 1230722 GRAINGER W W INC COM 384802104 92872553 1959750 SH SOLE 1884750 0 75000 GREENPOINT FINL CORP COM 395384100 6135084 173700 SH SOLE 173700 0 0 GRUPO TELEVISA SA DE CV SP ADR REP ORD 40049J206 15576889 390790 SH SOLE 388060 0 2730 GSI COMMERCE INC COM 36238G102 3203363 328550 SH SOLE 321150 0 7400 GSI LUMONICS INC COM 36229U102 5102884 433550 SH SOLE 424250 0 9300 GUIDANT CORP COM 401698105 484375822 8046110 SH SOLE 7750718 0 295392 HALLIBURTON CO COM 406216101 151146840 5813340 SH SOLE 4727478 0 1085862 HANCOCK JOHN FINL SVCS INC COM 41014S106 352500 9400 SH SOLE 9400 0 0 HARBOR FLA BANCSHARES INC COM 411901101 7461171 250880 SH SOLE 245380 0 5500 HARLEY DAVIDSON INC COM 412822108 92557070 1947340 SH SOLE 1910540 0 36800 HARMONIC INC COM 413160102 11376483 1569170 SH SOLE 1543670 0 25500 HARRIS INTERACTIVE INC COM 414549105 26358227 3175690 SH SOLE 3121990 0 53700 HARTFORD FINL SVCS GROUP INC COM 416515104 527138195 8930005 SH SOLE 7149374 0 1780631 HASBRO INC COM 418056107 28424334 1335730 SH SOLE 1293981 0 41749 HAYES LEMMERZ INTL INC COM NEW 420781304 7764481 428740 SH SOLE 428740 0 0 HCA INC COM 404119109 54533424 1269400 SH SOLE 1240200 0 29200 HDFC BANK LTD ADR REPS 3 SHS 40415F101 1914247 62680 SH SOLE 45799 0 16881 HEALTHCARE RLTY TR COM 421946104 2791003 78070 SH SOLE 72870 0 5200 HEARST-ARGYLE TELEVISION INC COM 422317107 13310019 482947 SH SOLE 476447 0 6500 HEARTLAND EXPRESS INC COM 422347104 22159709 916069 SH SOLE 901049 0 15020 ----------- PAGE TOTAL 2190248334 MFS 13F REPORT DATE: 031231 PAGE: 19 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ HEINZ H J CO COM 423074103 117503799 3225468 SH SOLE 3113841 0 111627 HENRY JACK & ASSOC INC COM 426281101 1143013 55540 SH SOLE 55540 0 0 HERSHEY FOODS CORP COM 427866108 46187071 599910 SH SOLE 554870 0 45040 HEWLETT PACKARD CO COM 428236103 299522414 13039722 SH SOLE 12651463 0 388259 HI / FN INC COM 428358105 2672740 224600 SH SOLE 224600 0 0 HILTON HOTELS CORP COM 432848109 145443378 8490565 SH SOLE 8268395 0 222170 HILTON HOTELS CORP NOTE 3.375% 4/1 432848AZ2 8650000 8000000 PR SOLE 8000000 0 0 HOLOGIC INC COM 436440101 10097978 585390 SH SOLE 573290 0 12100 HOME DEPOT INC COM 437076102 495752002 13968780 SH SOLE 13116530 0 852250 HONDA MOTOR LTD AMERN SHS 438128308 3184988 141555 SH SOLE 12820 0 128735 HONEYWELL INTL INC COM 438516106 33335727 997180 SH SOLE 963594 0 33586 HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 4577952 110900 SH SOLE 100900 0 10000 HOT TOPIC INC COM 441339108 71079931 2413580 SH SOLE 2320730 0 92850 HUANENG PWR INTL INC SPON ADR N 443304100 1603649 23104 SH SOLE 1414 0 21690 HUNT J B TRANS SVCS INC COM 445658107 10817235 400490 SH SOLE 391690 0 8800 HYPERION SOLUTIONS CORP COM 44914M104 6099733 202380 SH SOLE 197880 0 4500 ICOS CORP COM 449295104 32239267 780990 SH SOLE 739030 0 41960 IDEXX LABS INC COM 45168D104 16966341 366602 SH SOLE 358732 0 7870 ILEX ONCOLOGY INC COM 451923106 4808238 226270 SH SOLE 221370 0 4900 ILLINOIS TOOL WKS INC COM 452308109 221009794 2633891 SH SOLE 2592381 0 41510 INDEPENDENCE CMNTY BK CORP COM 453414104 3576857 99440 SH SOLE 97240 0 2200 ----------- PAGE TOTAL 1536272106 MFS 13F REPORT DATE: 031231 PAGE: 20 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ INFOSYS TECHNOLOGIES LTD SPONSORED ADR 456788108 1310796 13740 SH SOLE 13740 0 0 INGERSOLL-RAND COMPANY LTD CL A G4776G101 624496 9200 SH SOLE 9200 0 0 INGRAM MICRO INC CL A 457153104 41872332 2633480 SH SOLE 2624480 0 9000 INSPIRE PHARMACEUTICALS INC COM 457733103 19889948 1405650 SH SOLE 1382350 0 23300 INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 1272504 44400 SH SOLE 44400 0 0 INTEGRATED ALARM SVCS GROUP COM 45890M109 13681430 1609580 SH SOLE 1579620 0 29960 INTEGRATED CIRCUIT SYS INC COM 45811K208 9953910 349260 SH SOLE 341760 0 7500 INTEGRATED DEVICE TECHNOLOGY COM 458118106 17731459 1032700 SH SOLE 1015200 0 17500 INTEL CORP COM 458140100 661087402 20626752 SH SOLE 20149980 0 476772 INTERACTIVECORP COM 45840Q101 432501944 12746889 SH SOLE 12335438 0 411451 INTERNATIONAL BUSINESS MACHS COM 459200101 932178035 10058028 SH SOLE 8926067 0 1131961 INTERNATIONAL GAME TECHNOLOG COM 459902102 38106180 1067400 SH SOLE 1046500 0 20900 INTERNATIONAL RECTIFIER CORP COM 460254105 1980797 40089 SH SOLE 40089 0 0 INTERPUBLIC GROUP COS INC COM 460690100 4290000 275000 SH SOLE 275000 0 0 INTERSIL CORP CL A 46069S109 3469731 139627 SH SOLE 139627 0 0 INTERVIDEO INC COM 46114Y101 6048900 514800 SH SOLE 506050 0 8750 INTL PAPER CO COM 460146103 231151681 5361904 SH SOLE 3871232 0 1490672 INTRAWEST CORPORATION COM NEW 460915200 3113716 168400 SH SOLE 168400 0 0 INTROGEN THERAPEUTICS INC COM 46119F107 4154691 489940 SH SOLE 480640 0 9300 INTUIT COM 461202103 56980437 1077950 SH SOLE 1057250 0 20700 INVESTORS FINL SERVICES CORP COM 461915100 124121915 3231500 SH SOLE 3020090 0 211410 ----------- PAGE TOTAL 2605522304 MFS 13F REPORT DATE: 031231 PAGE: 21 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ INVITROGEN CORP COM 46185R100 164839391 2357880 SH SOLE 2209460 0 148420 IRSA INVERSIONES Y REP S A GLOBL DEP RCPT 450047204 244000 24400 SH SOLE 24400 0 0 ISHARES TR MSCI EAFE IDX 464287465 907946 6638 SH SOLE 0 0 6638 ISTAR FINL INC COM 45031U101 5333190 137100 SH SOLE 137100 0 0 ITT EDUCATIONAL SERVICES INC COM 45068B109 19527778 415750 SH SOLE 406850 0 8900 J P MORGAN CHASE & CO COM 46625H100 82770688 2253490 SH SOLE 2133240 0 120250 JABIL CIRCUIT INC COM 466313103 1023611 36170 SH SOLE 36170 0 0 JANUS CAP GROUP INC COM 47102X105 61620371 3755050 SH SOLE 3594180 0 160870 JEFFERIES GROUP INC NEW COM 472319102 18482615 559740 SH SOLE 550040 0 9700 JETBLUE AWYS CORP COM 477143101 99276002 3743439 SH SOLE 3590294 0 153145 JOHNSON & JOHNSON COM 478160104 1757154974 34013840 SH SOLE 30070767 0 3943073 JOHNSON CTLS INC COM 478366107 4122260 35500 SH SOLE 35500 0 0 JUNIPER NETWORKS INC COM 48203R104 86065578 4607365 SH SOLE 4350405 0 256960 K V PHARMACEUTICAL CO CL A 482740206 11684100 458200 SH SOLE 458200 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 1651096 115300 SH SOLE 115300 0 0 KELLOGG CO COM 487836108 458859354 12049878 SH SOLE 8481895 0 3567983 KELLWOOD CO COM 488044108 13448000 328000 SH SOLE 324700 0 3300 KEMET CORP COM 488360108 5455191 398480 SH SOLE 389880 0 8600 KERR MCGEE CORP DECS 080404 492386305 3742500 75000 SH SOLE 75000 0 0 KERR MCGEE CORP SDCV 5.250% 2/1 492386AP2 1356800 1280000 PR SOLE 1280000 0 0 KEYSPAN CORP COM 49337W100 81017224 2201555 SH SOLE 1148761 0 1052794 ----------- PAGE TOTAL 2878582668 MFS 13F REPORT DATE: 031231 PAGE: 22 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ KFORCE INC COM 493732101 2105620 225200 SH SOLE 220300 0 4900 KIMBERLY CLARK CORP COM 494368103 737839221 12486702 SH SOLE 9623332 0 2863370 KINDER MORGAN INC KANS COM 49455P101 30136922 509931 SH SOLE 509931 0 0 KING PHARMACEUTICALS INC COM 495582108 440404 28860 SH SOLE 16100 0 12760 KNIGHT TRADING GROUP INC COM 499063105 16769281 1143880 SH SOLE 1124180 0 19700 KNIGHT TRANSN INC COM 499064103 22251503 867505 SH SOLE 853505 0 14000 KOHLS CORP COM 500255104 512510725 11404333 SH SOLE 11069306 0 335027 KOPIN CORP COM 500600101 9804518 1461180 SH SOLE 1436280 0 24900 KROGER CO COM 501044101 166313812 8985079 SH SOLE 8529563 0 455516 KRONOS INC COM 501052104 43155689 1089515 SH SOLE 1070115 0 19400 KT CORP SPONSORED ADR 48268K101 17141451 898870 SH SOLE 898870 0 0 L-3 COMMUNICATIONS HLDGS INC COM 502424104 9390662 182840 SH SOLE 177890 0 4950 LAM RESEARCH CORP COM 512807108 21706569 672030 SH SOLE 663330 0 8700 LAMAR ADVERTISING CO CL A 512815101 185263944 4964200 SH SOLE 4849470 0 114730 LCA-VISION INC COM PAR $.001 501803308 10656131 503360 SH SOLE 494260 0 9100 LEAPFROG ENTERPRISES INC CL A 52186N106 14447973 544590 SH SOLE 535190 0 9400 LEAR CORP COM 521865105 5281740 86120 SH SOLE 81660 0 4460 LECG CORP COM 523234102 432850 18910 SH SOLE 18610 0 300 LEGG MASON INC COM 524901105 89871479 1164440 SH SOLE 1080880 0 83560 LEHMAN BROS HLDGS INC COM 524908100 95439055 1235937 SH SOLE 1183917 0 52020 LEVEL 3 COMMUNICATIONS INC NOTE 2.875% 7/1 52729NBA7 1678425 1610000 PR SOLE 1610000 0 0 ----------- PAGE TOTAL 1992637974 MFS 13F REPORT DATE: 031231 PAGE: 23 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ LEXAR MEDIA INC COM 52886P104 12280403 704960 SH SOLE 689460 0 15500 LEXMARK INTL NEW CL A 529771107 483243 6145 SH SOLE 6145 0 0 LIBERTY MEDIA CORP NEW COM SER A 530718105 76911012 6468546 SH SOLE 6368446 0 100100 LIGAND PHARMACEUTICALS INC CL B 53220K207 3379581 230060 SH SOLE 224960 0 5100 LILLY ELI & CO COM 532457108 131734560 1873092 SH SOLE 1807799 0 65293 LIN TV CORP CL A 532774106 57764071 2238050 SH SOLE 2129250 0 108800 LINCARE HLDGS INC COM 532791100 28435346 945324 SH SOLE 636696 0 308628 LINEAR TECHNOLOGY CORP COM 535678106 115039658 2734482 SH SOLE 2675900 0 58582 LIZ CLAIBORNE INC COM 539320101 4195627 118320 SH SOLE 110880 0 7440 LOCKHEED MARTIN CORP COM 539830109 453316852 8819394 SH SOLE 7072654 0 1746740 LODGENET ENTMT CORP COM 540211109 4612044 252300 SH SOLE 250600 0 1700 LOEWS CORP COM 540424108 681421 13780 SH SOLE 7690 0 6090 LOEWS CORP CAROLNA GP STK 540424207 684004 27100 SH SOLE 27100 0 0 LOWES COS INC COM 548661107 37471335 676500 SH SOLE 663580 0 12920 LSI LOGIC CORP COM 502161102 1098106 123800 SH SOLE 123800 0 0 LYONDELL CHEMICAL CO COM 552078107 117138738 6910840 SH SOLE 6583810 0 327030 MACERICH CO COM 554382101 222278 4995 SH SOLE 4995 0 0 MAGMA DESIGN AUTOMATION COM 559181102 17049403 730480 SH SOLE 714680 0 15800 MAGNA INTL INC CL A 559222401 64945366 811310 SH SOLE 784670 0 26640 MAGUIRE PPTYS INC COM 559775101 3523500 145000 SH SOLE 145000 0 0 MAGYAR TAVKOZLESI RT SPONSORED ADR 559776109 1457509 77900 SH SOLE 77900 0 0 ----------- PAGE TOTAL 1132424056 MFS 13F REPORT DATE: 031231 PAGE: 24 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ MANHATTAN ASSOCS INC COM 562750109 92509145 3346930 SH SOLE 3302930 0 44000 MANPOWER INC COM 56418H100 129222595 2744745 SH SOLE 2577155 0 167590 MARATHON OIL CORP COM 565849106 1008914 30490 SH SOLE 20890 0 9600 MARSH & MCLENNAN COS INC COM 571748102 161951768 3381745 SH SOLE 3317305 0 64440 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 245715092 6478120 SH SOLE 6268310 0 209810 MASCO CORP COM 574599106 1625139 59290 SH SOLE 47410 0 11880 MASSEY ENERGY CORP COM 576206106 10695360 514200 SH SOLE 514200 0 0 MAXIM INTEGRATED PRODS INC COM 57772K101 100861685 2034322 SH SOLE 1986530 0 47792 MAXTOR CORP COM NEW 577729205 1960038 176580 SH SOLE 176580 0 0 MAY DEPT STORES CO COM 577778103 77119076 2652875 SH SOLE 2561675 0 91200 MBNA CORP COM 55262L100 264320777 10636651 SH SOLE 10341296 0 295355 MCCLATCHY CO CL A 579489105 24793456 360370 SH SOLE 354970 0 5400 MCDATA CORP CL B 580031102 7194651 753130 SH SOLE 734930 0 18200 MCDATA CORP CL A 580031201 3563553 373930 SH SOLE 364800 0 9130 MCDONALDS CORP COM 580135101 192399799 7748683 SH SOLE 7524753 0 223930 MDU RES GROUP INC COM 552690109 7920397 332650 SH SOLE 332650 0 0 MEDICIS PHARMACEUTICAL CORP CL A NEW 584690309 146744313 2058125 SH SOLE 1971405 0 86720 MEDICIS PHARMACEUTICAL CORP NOTE 2.500% 6/0 58470KAA2 1784875 1310000 PR SOLE 1310000 0 0 MEDTRONIC INC COM 585055106 298371242 6138063 SH SOLE 6040857 0 97206 MELLON FINL CORP COM 58551A108 769229215 23956064 SH SOLE 19756986 0 4199078 MENTOR GRAPHICS CORP COM 587200106 19818892 1363060 SH SOLE 1339060 0 24000 ----------- PAGE TOTAL 2558809981 MFS 13F REPORT DATE: 031231 PAGE: 25 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ MERCANTILE BANKSHARES CORP COM 587405101 6978298 153100 SH SOLE 153100 0 0 MERCK & CO INC COM 589331107 176035629 3810295 SH SOLE 3608150 0 202145 MERCURY INTERACTIVE CORP COM 589405109 177979159 3659111 SH SOLE 3578222 0 80889 MEREDITH CORP COM 589433101 102640597 2102860 SH SOLE 1955910 0 146950 MERISTAR HOSPITALITY CORP COM 58984Y103 1756398 269800 SH SOLE 269800 0 0 MERRILL LYNCH & CO INC COM 590188108 1020219917 17395054 SH SOLE 15889861 0 1505193 MESA AIR GROUP INC COM 590479101 4413704 351130 SH SOLE 342230 0 8900 METLIFE INC COM 59156R108 392436611 11655379 SH SOLE 8340617 0 3314762 METTLER TOLEDO INTERNATIONAL COM 592688105 14822801 351168 SH SOLE 345208 0 5960 MGI PHARMA INC COM 552880106 3557418 86450 SH SOLE 84450 0 2000 MGM MIRAGE COM 552953101 5259759 139850 SH SOLE 133900 0 5950 MICREL INC COM 594793101 32003030 2056750 SH SOLE 2021750 0 35000 MICROCHIP TECHNOLOGY INC COM 595017104 162221948 4861311 SH SOLE 4775881 0 85430 MICROS SYS INC COM 594901100 7732389 178330 SH SOLE 177530 0 800 MICROSOFT CORP COM 594918104 2043682784 74668717 SH SOLE 72074748 0 2593969 MICROSTRATEGY INC CL A NEW 594972408 10267187 195640 SH SOLE 192640 0 3000 MILLENNIUM PHARMACEUTICALS I COM 599902103 40523839 2172860 SH SOLE 2012300 0 160560 MILLIPORE CORP COM 601073109 151473147 3518540 SH SOLE 3273740 0 244800 MINDSPEED TECHNOLOGIES INC COM 602682106 14181555 2070300 SH SOLE 2034400 0 35900 MKS INSTRUMENT INC COM 55306N104 13558950 467550 SH SOLE 457150 0 10400 MOBILE TELESYSTEMS OJSC SPONSORED ADR 607409109 1116144 13480 SH SOLE 13480 0 0 ----------- PAGE TOTAL 4382861263 MFS 13F REPORT DATE: 031231 PAGE: 26 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ MOLECULAR DEVICES CORP COM 60851C107 3004028 158190 SH SOLE 153290 0 4900 MOLEX INC COM 608554101 59012248 1691380 SH SOLE 1669580 0 21800 MONSANTO CO NEW COM 61166W101 11526678 400510 SH SOLE 389110 0 11400 MONSTER WORLDWIDE INC COM 611742107 175674774 7999762 SH SOLE 7615972 0 383790 MORGAN STANLEY COM NEW 617446448 188213495 3252350 SH SOLE 3138350 0 114000 MOTOROLA INC COM 620076109 157438694 11245621 SH SOLE 7732176 0 3513445 MOTOROLA INC EQTY UNIT 7% 620076208 24110165 555150 SH SOLE 532150 0 23000 MPS GROUP INC COM 553409103 16075520 1719307 SH SOLE 1683840 0 35467 NABORS INDUSTRIES LTD SHS G6359F103 18202730 438620 SH SOLE 438620 0 0 NARA BANCORP INC COM 63080P105 1025796 37180 SH SOLE 36380 0 800 NATIONAL COMMERCE FINL CORP COM 63545P104 5535112 202900 SH SOLE 202900 0 0 NATIONAL FUEL GAS CO N J COM 636180101 61455260 2514536 SH SOLE 2387624 0 126912 NATIONAL SEMICONDUCTOR CORP COM 637640103 3131676 79464 SH SOLE 79464 0 0 NATIONAL-OILWELL INC COM 637071101 4445839 198830 SH SOLE 194530 0 4300 NAVISTAR FINL CORP NOTE 4.750% 4/0 638902AM8 1614375 1500000 PR SOLE 1500000 0 0 NAVISTAR INTL CORP NEW NOTE 2.500% 12/1 63934EAG3 3035000 2000000 PR SOLE 2000000 0 0 NEKTAR THERAPEUTICS COM 640268108 19904897 1462520 SH SOLE 1429980 0 32540 NELNET INC CL A 64031N108 4424896 197540 SH SOLE 194040 0 3500 NETSCREEN TECHNOLOGIES INC COM 64117V107 168759187 6818553 SH SOLE 6578173 0 240380 NETWORKS ASSOCS INC COM 640938106 320068992 21281183 SH SOLE 19934443 0 1346740 NEUROCHEM INC COM 64125K101 3308274 140300 SH SOLE 137400 0 2900 ----------- PAGE TOTAL 1249967635 MFS 13F REPORT DATE: 031231 PAGE: 27 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ NEUROCRINE BIOSCIENCES INC COM 64125C109 51459035 943510 SH SOLE 905550 0 37960 NEW YORK CMNTY BANCORP INC COM 649445103 2484665 65300 SH SOLE 65300 0 0 NEW YORK CMNTY CAP TR V BONUSES 64944P307 1901750 25000 SH SOLE 25000 0 0 NEW YORK TIMES CO CL A 650111107 274607505 5746129 SH SOLE 5561456 0 184673 NEWELL RUBBERMAID INC COM 651229106 353697795 15533500 SH SOLE 14876220 0 657280 NEWFIELD EXPL CO COM 651290108 24050932 539985 SH SOLE 530945 0 9040 NEWS CORP LTD ADR NEW 652487703 66653957 1846370 SH SOLE 1808270 0 38100 NEWS CORP LTD SP ADR PFD 652487802 2117500 70000 SH SOLE 70000 0 0 NEXTEL COMMUNICATIONS INC CL A 65332V103 122020032 4348540 SH SOLE 4297740 0 50800 NEXTEL COMMUNICATIONS INC NOTE 5.250% 1/1 65332VAY9 23674875 23325000 PR SOLE 23325000 0 0 NII HLDGS INC CL B NEW 62913F201 6645802 89050 SH SOLE 89050 0 0 NIKE INC CL B 654106103 203805831 2977006 SH SOLE 2680217 0 296789 NISOURCE INC COM 65473P105 114406459 5214515 SH SOLE 4991504 0 223011 NN INC COM 629337106 2086342 166110 SH SOLE 162310 0 3800 NOBLE CORPORATION SHS G65422100 531480521 14854123 SH SOLE 12695698 0 2158425 NOKIA CORP SPONSORED ADR 654902204 168476494 9910382 SH SOLE 9812282 0 98100 NORFOLK SOUTHERN CORP COM 655844108 1032323 43650 SH SOLE 32300 0 11350 NORTEL NETWORKS CORP NEW COM 656568102 173732255 41071455 SH SOLE 40315488 0 755967 NORTHERN TR CORP COM 665859104 88948263 1921959 SH SOLE 1871175 0 50784 NORTHROP GRUMMAN CORP COM 666807102 325125371 3400893 SH SOLE 2263629 0 1137264 NOVARTIS A G SPONSORED ADR 66987V109 116563216 2540057 SH SOLE 710075 0 1829982 ----------- PAGE TOTAL 2654970921 MFS 13F REPORT DATE: 031231 PAGE: 28 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ NOVELLUS SYS INC COM 670008101 265568835 6315549 SH SOLE 6099487 0 216062 NPTEST HLDG CORP COM 67019A105 7205146 652640 SH SOLE 640180 0 12460 NSTAR COM 67019E107 55686439 1148174 SH SOLE 1096454 0 51720 NTL INC DEL COM 62940M104 317721852 4555152 SH SOLE 4320927 0 234225 NVIDIA CORP COM 67066G104 60405376 2603680 SH SOLE 2412980 0 190700 O REILLY AUTOMOTIVE INC COM 686091109 16538384 428900 SH SOLE 421990 0 6910 O2MICRO INTERNATIONAL LIMITE ORD G6797E106 11251849 499860 SH SOLE 491660 0 8200 OCCIDENTAL PETE CORP DEL COM 674599105 132521030 3137335 SH SOLE 2969055 0 168280 ODYSSEY HEALTHCARE INC COM 67611V101 15321557 520080 SH SOLE 509730 0 10350 OFFICE DEPOT INC COM 676220106 49388076 2955600 SH SOLE 2756220 0 199380 OHIO CAS CORP NOTE 5.000% 3/1 677240AC7 2095000 2000000 PR SOLE 2000000 0 0 OMNICOM GROUP INC COM 681919106 1982391 22700 SH SOLE 22700 0 0 OMNIVISION TECHNOLOGIES INC COM 682128103 3018308 54630 SH SOLE 53390 0 1240 ONEOK INC NEW COM 682680103 10463712 473900 SH SOLE 473900 0 0 OPEN TEXT CORP COM 683715106 50013380 2608940 SH SOLE 2564640 0 44300 OPENWAVE SYS INC COM NEW 683718308 4072849 370259 SH SOLE 362159 0 8100 OPLINK COMMUNICATIONS INC COM 68375Q106 26290 11000 SH SOLE 11000 0 0 OPSWARE INC COM 68383A101 1130868 152820 SH SOLE 147320 0 5500 OPTION CARE INC COM 683948103 6600454 618020 SH SOLE 604620 0 13400 ORACLE CORP COM 68389X105 275688989 20838170 SH SOLE 20412258 0 425912 ORASURE TECHNOLOGIES INC COM 68554V108 4232650 531740 SH SOLE 519740 0 12000 ----------- PAGE TOTAL 1290933434 MFS 13F REPORT DATE: 031231 PAGE: 29 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ ORBOTECH LTD ORD M75253100 4883487 204330 SH SOLE 199930 0 4400 ORIENT-EXPRESS HOTELS LTD CL A G67743107 166009 10104 SH SOLE 10104 0 0 OUTBACK STEAKHOUSE INC COM 689899102 223680937 5059510 SH SOLE 4932220 0 127290 OVERNITE CORP COM 690322102 7753428 340810 SH SOLE 332910 0 7900 OWENS ILL INC COM NEW 690768403 122787566 10326961 SH SOLE 9847941 0 479020 OWENS ILL INC PFD CONV $.01 690768502 3745560 117600 SH SOLE 117600 0 0 P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 1140041 69430 SH SOLE 69430 0 0 PACIFIC SUNWEAR CALIF INC COM 694873100 35564894 1685540 SH SOLE 1611640 0 73900 PACIFICARE HEALTH SYS DEL DBCV 3.000% 10/1 695112AG7 3475000 2000000 PR SOLE 2000000 0 0 PALMSOURCE INC COM 697154102 9295812 427001 SH SOLE 419000 0 8001 PARKER HANNIFIN CORP COM 701094104 29250795 491610 SH SOLE 484510 0 7100 PAYCHEX INC COM 704326107 43175436 1160630 SH SOLE 1073910 0 86720 PEMSTAR INC COM 706552106 5325819 1618790 SH SOLE 1583990 0 34800 PEPSICO INC COM 713448108 596718518 12799625 SH SOLE 11990781 0 808844 PERFORMANCE FOOD GROUP CO COM 713755106 15033699 415640 SH SOLE 408440 0 7200 PERKINELMER INC COM 714046109 1248671 73150 SH SOLE 56500 0 16650 PEROT SYS CORP CL A 714265105 16039448 1189870 SH SOLE 1169370 0 20500 PETCO ANIMAL SUPPLIES COM NEW 716016209 35276325 1158500 SH SOLE 1140400 0 18100 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 6321980 216210 SH SOLE 216210 0 0 PETSMART INC COM 716768106 128954921 5418274 SH SOLE 5143624 0 274650 PFIZER INC COM 717081103 1395044443 39486115 SH SOLE 35373278 0 4112837 ----------- PAGE TOTAL 2684882787 MFS 13F REPORT DATE: 031231 PAGE: 30 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ PG&E CORP COM 69331C108 27179582 978739 SH SOLE 978739 0 0 PHARMACEUTICAL PROD DEV INC COM 717124101 12386782 459280 SH SOLE 452780 0 6500 PHARMOS CORP COM NEW 717139208 4328800 1236800 SH SOLE 1210200 0 26600 PHOTON DYNAMICS INC COM 719364101 11371824 282600 SH SOLE 276500 0 6100 PHOTRONICS INC NOTE 4.750% 12/1 719405AC6 990000 1000000 PR SOLE 1000000 0 0 PIER 1 IMPORTS INC COM 720279108 38913642 1780130 SH SOLE 1753510 0 26620 PINNACLE ENTMT INC COM 723456109 266319 28575 SH SOLE 28575 0 0 PLANAR SYS INC COM 726900103 4218028 173510 SH SOLE 169610 0 3900 PLAYBOY ENTERPRISES INC CL B 728117300 8114405 502129 SH SOLE 491259 0 10870 PLEXUS CORP COM 729132100 7342922 427660 SH SOLE 418360 0 9300 PMC-SIERRA INC COM 69344F106 156265038 7774380 SH SOLE 7425170 0 349210 PMI GROUP INC COM 69344M101 5145186 138200 SH SOLE 138200 0 0 PNC FINL SVCS GROUP INC COM 693475105 134580523 2458990 SH SOLE 2360980 0 98010 POLO RALPH LAUREN CORP CL A 731572103 3052800 106000 SH SOLE 106000 0 0 PORTAL SOFTWARE INC COM NEW 736126301 10418888 1548126 SH SOLE 1517006 0 31120 PORTUGAL TELECOM SGPS S A SPONSORED ADR 737273102 2072236 206810 SH SOLE 206810 0 0 POSCO SPONSORED ADR 693483109 16693537 491420 SH SOLE 483870 0 7550 POWERWAVE TECHNOLOGIES INC COM 739363109 708984 91600 SH SOLE 91600 0 0 PPG INDS INC COM 693506107 426604120 6663607 SH SOLE 5027667 0 1635940 PPL CORP COM 69351T106 260441519 5952949 SH SOLE 4494599 0 1458350 PRAXAIR INC COM 74005P104 268484345 7028386 SH SOLE 6245587 0 782799 ----------- PAGE TOTAL 1399579480 MFS 13F REPORT DATE: 031231 PAGE: 31 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ PRICELINE COM INC COM NEW 741503403 8935071 499166 SH SOLE 490450 0 8716 PRIDE INTL INC DEL COM 74153Q102 17747274 952107 SH SOLE 937047 0 15060 PRIME HOSPITALITY CORP COM 741917108 23493966 2303330 SH SOLE 2270530 0 32800 PROCTER & GAMBLE CO COM 742718109 391946000 3924169 SH SOLE 3806206 0 117963 PROGRESS SOFTWARE CORP COM 743312100 25076185 1225620 SH SOLE 1205620 0 20000 PROVIDENT FINL SVCS INC COM 74386T105 3273480 173200 SH SOLE 173200 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 13419444 306380 SH SOLE 306380 0 0 QUALCOMM INC COM 747525103 80319890 1489336 SH SOLE 1458736 0 30600 QUALITY DISTR INC FLA COM 74756M102 12813892 653770 SH SOLE 642410 0 11360 QUANTUM FUEL SYS TECH WORLDW COM 74765E109 6785438 843960 SH SOLE 829460 0 14500 QUESTAR CORP COM 748356102 12811824 364490 SH SOLE 364490 0 0 QUIKSILVER INC COM 74838C106 2825453 159360 SH SOLE 155860 0 3500 RADICA GAMES LTD ORD G7342H107 149419 20200 SH SOLE 20200 0 0 RADWARE LTD ORD M81873107 6939758 254670 SH SOLE 250870 0 3800 RAYMOND JAMES FINANCIAL INC COM 754730109 7355647 195110 SH SOLE 190810 0 4300 REEBOK INTL LTD COM 758110100 204626392 5204130 SH SOLE 5075030 0 129100 REED ELSEVIER P L C SPONSORED ADR 758205108 98624634 2926547 SH SOLE 739094 0 2187453 REGIS CORP MINN COM 758932107 28931327 732068 SH SOLE 716238 0 15830 RELIANT RES INC COM 75952B105 30494688 4143300 SH SOLE 4143300 0 0 RESOURCES CONNECTION INC COM 76122Q105 720984 26400 SH SOLE 26400 0 0 RESTORATION HARDWARE INC DEL COM 760981100 3125368 663560 SH SOLE 649160 0 14400 ----------- PAGE TOTAL 980416134 MFS 13F REPORT DATE: 031231 PAGE: 32 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ REYNOLDS & REYNOLDS CO CL A 761695105 1533840 52800 SH SOLE 52800 0 0 RF MICRODEVICES INC COM 749941100 6916351 687510 SH SOLE 677610 0 9900 RIGGS NATL CORP WASH DC COM 766570105 965352 58400 SH SOLE 58400 0 0 RIO TINTO PLC SPONSORED ADR 767204100 8474030 76130 SH SOLE 61095 0 15035 RITE AID CORP COM 767754104 96254002 15936093 SH SOLE 15596843 0 339250 ROBERT HALF INTL INC COM 770323103 31303281 1341186 SH SOLE 1242596 0 98590 ROCKWELL AUTOMATION INC COM 773903109 143108262 4019895 SH SOLE 3813075 0 206820 ROSS STORES INC COM 778296103 130050635 4914990 SH SOLE 4722870 0 192120 ROWAN COS INC COM 779382100 29571176 1276270 SH SOLE 1262970 0 13300 ROYAL CARIBBEAN CRUISES LTD NOTE 5/1 780153AM4 2900000 5000000 PR SOLE 5000000 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 63133065 1814690 SH SOLE 1677190 0 137500 ROYAL KPN NV SPONSORED ADR 780641205 924113 119859 SH SOLE 7358 0 112501 RSA SEC INC COM 749719100 1006193 70610 SH SOLE 57200 0 13410 RYANAIR HLDGS PLC SPONSORED ADR 783513104 5025472 99200 SH SOLE 99200 0 0 SAFECO CORP COM 786429100 4589847 117900 SH SOLE 117900 0 0 SAFENET INC COM 78645R107 7767791 253270 SH SOLE 247770 0 5500 SAFEWAY INC COM NEW 786514208 38361343 1750860 SH SOLE 1695084 0 55776 SAGA COMMUNICATIONS CL A 786598102 7786862 420230 SH SOLE 411330 0 8900 SANMINA SCI CORP COM 800907107 2075598 164730 SH SOLE 164730 0 0 SANOFI-SYNTHELABO SPONSORED ADR 80105N105 2041407 54077 SH SOLE 3298 0 50779 SAP AKTIENGESELLSCHAFT SPONSORED ADR 803054204 33909843 815925 SH SOLE 814275 0 1650 ----------- PAGE TOTAL 617698462 MFS 13F REPORT DATE: 031231 PAGE: 33 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ SARA LEE CORP COM 803111103 432680 19930 SH SOLE 19930 0 0 SBC COMMUNICATIONS INC COM 78387G103 596713232 22888885 SH SOLE 17231995 0 5656890 SCANA CORP NEW COM 80589M102 893925 26100 SH SOLE 26100 0 0 SCHERING PLOUGH CORP COM 806605101 802462541 46145057 SH SOLE 40056885 0 6088172 SCHLUMBERGER LTD COM 806857108 341010389 6231915 SH SOLE 5967825 0 264090 SCHOOL SPECIALTY INC COM 807863105 2472527 72700 SH SOLE 72700 0 0 SCHWAB CHARLES CORP NEW COM 808513105 31908800 2695000 SH SOLE 2644500 0 50500 SCI SYS INC NOTE 3.000% 3/1 783890AF3 1417500 1500000 PR SOLE 1500000 0 0 SCIENTIFIC ATLANTA INC COM 808655104 23239016 851246 SH SOLE 851246 0 0 SCRIPPS E W CO OHIO CL A 811054204 82822489 879780 SH SOLE 813210 0 66570 SEAGATE TECHNOLOGY SHS G7945J104 41043316 2171604 SH SOLE 2171604 0 0 SEARS ROEBUCK & CO COM 812387108 300129782 6597709 SH SOLE 5512018 0 1085691 SECURE COMPUTING CORP COM 813705100 16099478 898910 SH SOLE 882710 0 16200 SELECT COMFORT CORP COM 81616X103 11775361 475580 SH SOLE 468880 0 6700 SELECT MEDICAL CORP COM 816196109 8537720 524430 SH SOLE 512950 0 11480 SELECT SECTOR SPDR TR SBI INT-TECH 81369Y803 332194 16300 SH SOLE 16300 0 0 SEMPRA ENERGY COM 816851109 30417714 1011900 SH SOLE 1011900 0 0 SEMPRA ENERGY INCOME EQTY UT 816851208 6975546 245100 SH SOLE 245100 0 0 SEMTECH CORP COM 816850101 4351484 191190 SH SOLE 187390 0 3800 SERENA SOFTWARE INC COM 817492101 29297794 1596610 SH SOLE 1575910 0 20700 SEROLOGICALS CORP COM 817523103 21481140 1154900 SH SOLE 1135400 0 19500 ----------- PAGE TOTAL 2353814628 MFS 13F REPORT DATE: 031231 PAGE: 34 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ SHAW GROUP INC COM 820280105 7804124 572990 SH SOLE 564290 0 8700 SIGMA DESIGNS INC COM 826565103 1639206 217690 SH SOLE 212890 0 4800 SIGMATEL INC COM 82661W107 5613960 227470 SH SOLE 222470 0 5000 SILICON LABORATORIES INC COM 826919102 21171278 489170 SH SOLE 479470 0 9700 SINCLAIR BROADCAST GROUP INC CL A 829226109 7480353 499356 SH SOLE 499356 0 0 SIRIUS SATELLITE RADIO INC COM 82966U103 8789075 2781353 SH SOLE 2781353 0 0 SIRVA INC COM 82967Y104 28938740 1481000 SH SOLE 1454300 0 26700 SKYWEST INC COM 830879102 3631709 200980 SH SOLE 196280 0 4700 SKYWORKS SOLUTIONS INC COM 83088M102 11844180 1361400 SH SOLE 1342100 0 19300 SL GREEN RLTY CORP COM 78440X101 264814 6451 SH SOLE 6451 0 0 SLM CORP COM 78442P106 138953855 3687735 SH SOLE 3626705 0 61030 SMITH A O COM 831865209 16616504 474080 SH SOLE 457700 0 16380 SMITH INTL INC COM 832110100 122942796 2961050 SH SOLE 2844730 0 116320 SMITHFIELD FOODS INC COM 832248108 2210760 106800 SH SOLE 106800 0 0 SMUCKER J M CO COM NEW 832696405 24814799 547909 SH SOLE 372457 0 175452 SMURFIT-STONE CONTAINER CORP COM 832727101 190243113 10244648 SH SOLE 9828438 0 416210 SOLECTRON CORP COM 834182107 11822719 2000460 SH SOLE 2000460 0 0 SOLECTRON CORP NOTE 11/2 834182AL1 3263250 5700000 PR SOLE 5700000 0 0 SONOCO PRODS CO COM 835495102 4906766 199300 SH SOLE 199300 0 0 SONUS NETWORKS INC COM 835916107 18565214 2462230 SH SOLE 2422530 0 39700 SOUNDVIEW TECHNOLOGY GROUP N COM NEW 83611Q406 2071323 133720 SH SOLE 131980 0 1740 ----------- PAGE TOTAL 633588536 MFS 13F REPORT DATE: 031231 PAGE: 35 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ SOUTH FINL GROUP INC COM 837841105 5158725 185900 SH SOLE 185900 0 0 SOUTHERN UN CO NEW COM 844030106 980720 53300 SH SOLE 53300 0 0 SOUTHTRUST CORP COM 844730101 130197158 3976700 SH SOLE 3445117 0 531583 SOUTHWEST AIRLS CO COM 844741108 301115587 18656480 SH SOLE 18276850 0 379630 SPANISH BROADCASTING SYS INC CL A 846425882 6333903 600370 SH SOLE 587465 0 12905 SPECTRASITE INC COM 84761M104 42874898 1233810 SH SOLE 1153310 0 80500 SPRINT CORP PCS COM SER 1 852061506 163905052 29164600 SH SOLE 28410940 0 753660 SPX CORP COM 784635104 515411 8764 SH SOLE 4964 0 3800 SS&C TECHNOLOGIES INC COM 85227Q100 4718799 168830 SH SOLE 165230 0 3600 ST PAUL COS INC COM 792860108 7523588 189750 SH SOLE 182300 0 7450 STAAR SURGICAL CO COM PAR $0.01 852312305 17021292 1511660 SH SOLE 1488160 0 23500 STAPLES INC COM 855030102 200783638 7354712 SH SOLE 7255522 0 99190 STARWOOD HOTELS&RESORTS WRLD PAIRED CTF 85590A203 160718240 4468119 SH SOLE 4333379 0 134740 STATE STR CORP COM 857477103 36930970 709120 SH SOLE 690320 0 18800 STATE STR CORP UNIT 99/99/9999 857477202 2433750 10000 SH SOLE 10000 0 0 STEWART W P & CO LTD COM G84922106 2758208 128110 SH SOLE 125410 0 2700 STMICROELECTRONICS N V NY REGISTRY 861012102 105521345 3906751 SH SOLE 3757501 0 149250 STRAYER ED INC COM 863236105 49165041 451760 SH SOLE 443460 0 8300 SUEZ SPONSORED ADR 864686100 1393176 68935 SH SOLE 4221 0 64714 SUNGARD DATA SYS INC COM 867363103 53678427 1937150 SH SOLE 1846970 0 90180 SUNRISE SENIOR LIVING INC NOTE 5.250% 2/0 86768KAE6 2363125 1900000 PR SOLE 1900000 0 0 ----------- PAGE TOTAL 1296091051 MFS 13F REPORT DATE: 031231 PAGE: 36 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ SUNTRUST BKS INC COM 867914103 562368879 7865299 SH SOLE 5634654 0 2230645 SUPERVALU INC COM 868536103 758779 26540 SH SOLE 14800 0 11740 SWEDISH MATCH AB SPONSORED ADR 870309507 1253134 12334 SH SOLE 779 0 11555 SWIFT TRANSN CO COM 870756103 44632565 2123338 SH SOLE 1965408 0 157930 SWS GROUP INC COM 78503N107 8225736 462120 SH SOLE 452120 0 10000 SYBASE INC COM 871130100 1463238 71100 SH SOLE 71100 0 0 SYMANTEC CORP COM 871503108 318252426 9224708 SH SOLE 8688498 0 536210 SYNGENTA AG SPONSORED ADR 87160A100 119508072 8865584 SH SOLE 1835808 0 7029776 SYNOPSYS INC COM 871607107 36717784 1084400 SH SOLE 1068700 0 15700 SYSCO CORP COM 871829107 62358761 1674960 SH SOLE 1669570 0 5390 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 118605763 11582594 SH SOLE 11479729 0 102865 TALBOTS INC COM 874161102 44436470 1443680 SH SOLE 1335230 0 108450 TALISMAN ENERGY INC COM 87425E103 7453937 131695 SH SOLE 129695 0 2000 TANOX INC COM 87588Q109 921443 62050 SH SOLE 60550 0 1500 TARGET CORP COM 87612E106 678471245 17668522 SH SOLE 17297192 0 371330 TCF FINL CORP COM 872275102 46916441 913660 SH SOLE 873320 0 40340 TECH DATA CORP COM 878237106 1622130 40870 SH SOLE 40870 0 0 TECHNITROL INC COM 878555101 13512110 651500 SH SOLE 637600 0 13900 TEKELEC COM 879101103 3866974 248680 SH SOLE 243280 0 5400 TELECOM CORP NEW ZEALAND LTD SPONSORED ADR 879278208 452000 16000 SH SOLE 16000 0 0 TELEFONICA S A SPONSORED ADR 879382208 1838348 41601 SH SOLE 2543 0 39058 ----------- PAGE TOTAL 2073636234 MFS 13F REPORT DATE: 031231 PAGE: 37 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ TELEFONOS DE MEXICO S A SPON ADR ORD L 879403780 49666980 1503693 SH SOLE 1490337 0 13356 TELEPHONE & DATA SYS INC COM 879433100 144773226 2314520 SH SOLE 2199850 0 114670 TELIK INC COM 87959M109 19500320 847840 SH SOLE 829640 0 18200 TENARIS S A SPONSORED ADR 88031M109 21052109 631816 SH SOLE 608796 0 23020 TENET HEALTHCARE CORP COM 88033G100 330517152 20592969 SH SOLE 19661441 0 931528 TESSERA TECHNOLOGIES INC COM 88164L100 5230121 278050 SH SOLE 273250 0 4800 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 62838820 1108073 SH SOLE 1108073 0 0 TEXAS INSTRS INC COM 882508104 419580451 14281159 SH SOLE 13950534 0 330625 THERASENSE INC COM 883381105 8577509 425050 SH SOLE 415850 0 9200 THERMO ELECTRON CORP COM 883556102 275503536 10932680 SH SOLE 9727470 0 1205210 THORATEC CORP COM NEW 885175307 37225729 2879020 SH SOLE 2734320 0 144700 THREE FIVE SYS INC COM 88554L108 6244927 1191780 SH SOLE 1165780 0 26000 TIFFANY & CO NEW COM 886547108 98831201 2186531 SH SOLE 2022331 0 164200 TIME WARNER INC COM 887317105 867865790 48241567 SH SOLE 39997915 0 8243652 TJX COS INC NEW COM 872540109 295060973 13381450 SH SOLE 12096673 0 1284777 TOLL BROTHERS INC COM 889478103 15228080 383000 SH SOLE 383000 0 0 TOO INC COM 890333107 12586066 745620 SH SOLE 732920 0 12700 TOTAL S A SPONSORED ADR 89151E109 181968188 1967011 SH SOLE 1917611 0 49400 TRANSOCEAN INC ORD G90078109 75194038 3131780 SH SOLE 3032680 0 99100 TRANSOCEAN SEDCO FOREX INC DBCV 1.500% 5/1 893830AD1 1950000 2000000 PR SOLE 2000000 0 0 TRAVELERS PPTY CAS CORP NEW CL A 89420G109 386406048 23027774 SH SOLE 16344323 0 6683451 ----------- PAGE TOTAL 3315801263 MFS 13F REPORT DATE: 031231 PAGE: 38 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ TRAVELERS PPTY CAS CORP NEW NT CV JR 2032 89420G307 6251420 255160 SH SOLE 255160 0 0 TRIBUNE CO NEW COM 896047107 283459027 5493392 SH SOLE 4453547 0 1039845 TUESDAY MORNING CORP COM NEW 899035505 18558980 613520 SH SOLE 602620 0 10900 TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 900111204 5849496 220320 SH SOLE 216770 0 3550 TV AZTECA S A DE C V SPONSORED ADR 901145102 24390275 2680250 SH SOLE 2265550 0 414700 TXU CORP COM 873168108 315749539 13311532 SH SOLE 11329983 0 1981549 TYCO INTL GROUP S A DBCV 3.125% 1/1 902118BE7 4047800 2960000 PR SOLE 2960000 0 0 TYCO INTL LTD NEW COM 902124106 977319073 36879965 SH SOLE 35993939 0 886026 TYSON FOODS INC CL A 902494103 19662684 1485097 SH SOLE 1434137 0 50960 U S I HLDGS COM 90333H101 1359810 104200 SH SOLE 104200 0 0 UBS AG NAMEN AKT H8920M855 2279569 33528 SH SOLE 2054 0 31474 UCBH HOLDINGS INC COM 90262T308 20087476 515460 SH SOLE 504960 0 10500 ULTRATECH INC COM 904034105 8232998 280320 SH SOLE 274220 0 6100 UNILEVER PLC SPON ADR NEW 904767704 1692226 45006 SH SOLE 44006 0 1000 UNION PAC CORP COM 907818108 579153250 8335539 SH SOLE 6381875 0 1953664 UNISYS CORP COM 909214108 561776 37830 SH SOLE 37830 0 0 UNITED DEFENSE INDS INC COM 91018B104 6009380 188500 SH SOLE 188500 0 0 UNITED PARCEL SERVICE INC CL B 911312106 149386048 2003837 SH SOLE 1945288 0 58549 UNITED TECHNOLOGIES CORP COM 913017109 14377557 151710 SH SOLE 147555 0 4155 UNITED THERAPEUTICS CORP DEL COM 91307C102 22889642 997370 SH SOLE 981470 0 15900 UNIVISION COMMUNICATIONS INC CL A 914906102 70821645 1784370 SH SOLE 1758370 0 26000 ----------- PAGE TOTAL 2532139670 MFS 13F REPORT DATE: 031231 PAGE: 39 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ UNOCAL CORP COM 915289102 386645318 10498108 SH SOLE 10210218 0 287890 UNUMPROVIDENT CORP COM 91529Y106 36909322 2340477 SH SOLE 2311317 0 29160 US BANCORP DEL COM NEW 902973304 134931840 4530955 SH SOLE 4355324 0 175631 UTI WORLDWIDE INC ORD G87210103 7437227 196700 SH SOLE 192300 0 4400 UTSTARCOM INC COM 918076100 1113212 30030 SH SOLE 30030 0 0 VASOGEN INC COM 92232F103 3426000 456800 SH SOLE 446400 0 10400 VCA ANTECH INC COM 918194101 19772365 638230 SH SOLE 628630 0 9600 VERISITY LTD ORD M97385112 3392520 266080 SH SOLE 259980 0 6100 VERITAS SOFTWARE CO COM 923436109 433053815 11697834 SH SOLE 11365991 0 331843 VERIZON COMMUNICATIONS COM 92343V104 994595036 28352196 SH SOLE 23908958 0 4443238 VERIZON GLOBAL FDG CORP NOTE 5/1 92344GAN6 2415000 4000000 PR SOLE 4000000 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 3109658 300450 SH SOLE 293850 0 6600 VIACOM INC CL B 925524308 1403007086 31613499 SH SOLE 28150963 0 3462536 VIASYS HEALTHCARE INC COM NEW 92553Q209 10608176 514960 SH SOLE 506250 0 8710 VIGNETTE CORP COM 926734104 1999915 881020 SH SOLE 861920 0 19100 VISHAY INTERTECHNOLOGY INC COM 928298108 108406997 4733930 SH SOLE 4492590 0 241340 VITESSE SEMICONDUCTOR CORP COM 928497106 11613245 1985170 SH SOLE 1949770 0 35400 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W100 137237104 5480715 SH SOLE 5204022 0 276693 VORNADO RLTY TR SH BEN INT 929042109 236246 4315 SH SOLE 4315 0 0 VOTORANTIM CELULOSE E PAPEL SPONSORED ADR 92906P106 5487818 175050 SH SOLE 175050 0 0 WACHOVIA CORP 2ND NEW COM 929903102 19998944 429254 SH SOLE 401971 0 27283 ----------- PAGE TOTAL 3725396842 MFS 13F REPORT DATE: 031231 PAGE: 40 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ WADDELL & REED FINL INC CL A 930059100 12509810 533240 SH SOLE 523840 0 9400 WAL MART STORES INC COM 931142103 434430588 8189078 SH SOLE 7975769 0 213309 WALGREEN CO COM 931422109 209088848 5747357 SH SOLE 5643629 0 103728 WASHINGTON MUT INC COM 939322103 1248735 31125 SH SOLE 21895 0 9230 WASTE MGMT INC DEL COM 94106L109 3416580 115425 SH SOLE 115425 0 0 WATERS CORP COM 941848103 62194465 1875587 SH SOLE 1537437 0 338150 WATSON PHARMACEUTICALS INC COM 942683103 45931000 998500 SH SOLE 987900 0 10600 WEBMD CORP NOTE 3.250% 4/0 94769MAC9 1047375 900000 PR SOLE 900000 0 0 WELLS FARGO & CO NEW COM 949746101 333394369 5661307 SH SOLE 5492872 0 168435 WERNER ENTERPRISES INC COM 950755108 26627238 1366200 SH SOLE 1349243 0 16957 WESTERN DIGITAL CORP COM 958102105 1136910 96430 SH SOLE 96430 0 0 WESTWOOD ONE INC COM 961815107 275971967 8066997 SH SOLE 7726922 0 340075 WGL HLDGS INC COM 92924F106 10226442 367990 SH SOLE 344190 0 23800 WHITE ELECTR DESIGNS CORP COM 963801105 17856784 2029180 SH SOLE 1999280 0 29900 WILLIAMS SONOMA INC COM 969904101 104526235 3006219 SH SOLE 2981179 0 25040 WINTRUST FINANCIAL CORP COM 97650W108 6935478 153780 SH SOLE 150280 0 3500 WMS INDS INC COM 929297109 8732984 333320 SH SOLE 326120 0 7200 WOLVERINE WORLD WIDE INC COM 978097103 15311086 751280 SH SOLE 738580 0 12700 WYETH COM 983024100 465331254 10961867 SH SOLE 10643286 0 318581 XEROX CORP COM 984121103 51216768 3711360 SH SOLE 3627660 0 83700 XILINX INC COM 983919101 382971021 9913824 SH SOLE 9541550 0 372274 ----------- PAGE TOTAL 2470105938 MFS 13F REPORT DATE: 031231 PAGE: 41 ITEM 8 VOTING ITEM 4 ITEM 5 ITEM 6 AUTHORITY FAIR INVESTMENT (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET SH/PRN SH/ PUT/ DESCRETION ITEM 7 (A) (B) (C) ISSUER CLASS SECID VALUE AMOUNT PRN CALL TYPE MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ ------- --- ---- ---------- ------ ------- ------ ------ XL CAP LTD CL A G98255105 124131261 1600661 SH SOLE 1550972 0 49689 XOMA LTD ORD G9825R107 10821162 1639570 SH SOLE 1609070 0 30500 YAHOO INC COM 984332106 27797019 617300 SH SOLE 605452 0 11848 YUM BRANDS INC COM 988498101 655320 19050 SH SOLE 10630 0 8420 ZARLINK SEMICONDUCTOR INC COM 989139100 30847418 9126455 SH SOLE 8986875 0 139580 ZEBRA TECHNOLOGIES CORP CL A 989207105 21162539 318857 SH SOLE 316857 0 2000 ZIMMER HLDGS INC COM 98956P102 79694912 1132030 SH SOLE 1109880 0 22150 ZORAN CORP COM 98975F101 7904277 454530 SH SOLE 444630 0 9900 ----------- PAGE TOTAL 303013907 ----------- GRAND TOTAL 85260367051
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