-----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, H/LIf99LjrK6U3/ohM6EQd9+UK1gGeOyZkd2PDIDJrAsOM/MT+MN3SMxm3NaNIs3 VFekJ2lN69oSzvg4hC0Vug== 0000950156-02-000216.txt : 20020509 0000950156-02-000216.hdr.sgml : 20020509 ACCESSION NUMBER: 0000950156-02-000216 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20020331 FILED AS OF DATE: 20020509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CENTRAL INDEX KEY: 0000912938 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04968 FILM NUMBER: 02639527 BUSINESS ADDRESS: STREET 1: 500 BOYLSTON ST STREET 2: 15TH FL CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 6179545292 MAIL ADDRESS: STREET 1: 500 BOYLSTON STREET STREET 2: 15TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 13F-HR 1 d58013_13fhr.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: March 31, 2002 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: James O. Yost Title: Senior Vice President Phone: 617-954-5000 Signature, Place, and Date of Signing: /s/ James O. Yost Boston, Massachusetts May 7, 2002 ------------- --------------------- ----------------- [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: 808 Form 13F Information Table Value Total: $96,553,307,023 --------------- (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 Partners, LLC MFS Original Research Advisors, LLC [Repeat as necessary.] MFS 13F REPORT DATE: 020331 PAGE: 1
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- A C MOORE ARTS & CRAFTS INC COM 00086T103 2865065 75100 75100 0 0 0 75100 0 0 ABBOTT LABS COM 002824100 399912224 7602894 7372314 0 230580 0 7281788 0 321106 ABITIBI-CONSOLIDATED INC COM 003924107 52510783 5900088 5900088 0 0 0 5900088 0 0 ACE LTD ORD G0070K103 758682252 18193819 18193819 0 0 0 17869393 0 324426 ADELPHIA BUSINESS SOLUTIONS CL A 006847107 1600 40000 40000 0 0 0 40000 0 0 ADELPHIA COMMUNICATIONS CORP CL A 006848105 21454808 1439920 1439920 0 0 0 1439920 0 0 ADOBE SYS INC COM 00724F101 213005454 5286807 5286807 0 0 0 5279636 0 7171 ADVANCED FIBRE COMMUNICATION COM 00754A105 212021425 11048537 11048537 0 0 0 10262446 0 786091 ADVANCED MICRO DEVICES INC COM 007903107 7406485 503500 503500 0 0 0 503500 0 0 ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 274606 53950 53950 0 0 0 53950 0 0 AES CORP COM 00130H105 68521635 7613515 7613515 0 0 0 7603305 0 10210 AES TR III PFD CV 6.75% 00808N202 13608225 604810 604810 0 0 0 604810 0 0 AFC ENTERPRISES INC COM 00104Q107 6265352 187305 187305 0 0 0 158090 0 29215 AFFILIATED COMPUTER SERVICES CL A 008190100 351305883 6258790 6258790 0 0 0 6184275 0 74515 AFLAC INC COM 001055102 149185394 5057132 5057132 0 0 0 5038932 0 18200 AGILENT TECHNOLOGIES INC COM 00846U101 67209272 1922462 1922462 0 0 0 1917462 0 5000 AGL RES INC COM 001204106 28690233 1220861 1053241 0 167620 0 992571 0 228290 AIR PRODS & CHEMS INC COM 009158106 403178144 7805966 7647616 0 158350 0 7448895 0 357071 AIRGAS INC COM 009363102 1608000 80000 80000 0 0 0 80000 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 31261265 7813363 7813363 0 0 0 7202555 0 610808 ------------ PAGE TOTAL 2788968106
MFS 13F REPORT DATE: 020331 PAGE: 2
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- AKZO NOBEL NV SPONSORED ADR 010199305 92608518 1973333 1720813 0 252520 0 1715956 0 257377 ALBANY INTL CORP CL A 012348108 3200892 105640 105640 0 0 0 105640 0 0 ALBERTO CULVER CO CL B CONV 013068101 4186620 77530 77530 0 0 0 77530 0 0 ALCAN INC COM 013716105 59751419 1507732 1507732 0 0 0 1507732 0 0 ALCOA INC COM 013817101 526856061 13960150 13499610 0 460540 0 13273879 0 686271 ALKERMES INC COM 01642T108 14670998 562970 562970 0 0 0 524000 0 38970 ALLEGIANCE TELECOM INC COM 01747T102 78774 26258 26258 0 0 0 26258 0 0 ALLERGAN INC COM 018490102 185259553 2865577 2865577 0 0 0 2860927 0 4650 ALLIANT TECHSYSTEMS INC COM 018804104 6221390 61000 61000 0 0 0 61000 0 0 ALLSTATE CORP COM 020002101 439076477 11625006 11314506 0 310500 0 10990411 0 634595 ALLTEL CORP COM 020039103 24597596 442801 442801 0 0 0 442647 0 154 ALPHA INDS INC COM 020753109 36242998 2376590 2376590 0 0 0 2235920 0 140670 ALTERA CORP COM 021441100 53143050 2429952 2429952 0 0 0 2429952 0 0 AMDOCS LTD ORD G02602103 433142850 16253015 16253015 0 0 0 15506578 0 746437 AMERICA MOVIL S A DE C V SPON ADR L SHS 02364W105 1351870 68070 68070 0 0 0 68070 0 0 AMERICAN AXLE & MFG HLDGS IN COM 024061103 45993478 1585982 1585982 0 0 0 1585982 0 0 AMERICAN EXPRESS CO COM 025816109 548304404 13386338 13158598 0 227740 0 13054224 0 332114 AMERICAN INTL GROUP INC COM 026874107 838543457 11623835 11623835 0 0 0 11592843 0 30992 AMERICAN ITALIAN PASTA CO CL A 027070101 5561500 122500 122500 0 0 0 122500 0 0 AMERICAN STD COS INC DEL COM 029712106 5599509 79145 79145 0 0 0 79145 0 0 AMERICAN TOWER CORP CL A 029912201 137001639 24909389 24909389 0 0 0 23776247 0 1133142 ------------ PAGE TOTAL 3461393053
MFS 13F REPORT DATE: 020331 PAGE: 3
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- AMERIPATH INC COM 03071D109 42853200 1599000 1599000 0 0 0 1398410 0 200590 AMERISOURCEBERGEN CORP COM 03073E105 416630 6100 6100 0 0 0 6100 0 0 AMGEN INC COM 031162100 297719111 4988591 4988591 0 0 0 4975961 0 12630 AMKOR TECHNOLOGY INC COM 031652100 14557275 652500 652500 0 0 0 552600 0 99900 AMSOUTH BANCORPORATION COM 032165102 1868300 85000 85000 0 0 0 85000 0 0 ANADARKO PETE CORP COM 032511107 491119828 8701627 8543627 0 158000 0 8476186 0 225441 ANALOG DEVICES INC COM 032654105 1016467494 22568106 22471006 0 97100 0 22397699 0 170407 ANALOG DEVICES INC NOTE 4.750%10/0 032654AD7 21500573 22662000 22662000 0 0 0 22662000 0 0 ANGLOGOLD LTD SPONSORED ADR 035128206 1636700 65000 65000 0 0 0 65000 0 0 ANHEUSER BUSCH COS INC COM 035229103 251474648 4817522 4817522 0 0 0 4803575 0 13947 ANNTAYLOR STORES CORP COM 036115103 38340462 887100 887100 0 0 0 793650 0 93450 ANTHEM INC COM 03674B104 45083067 783100 783100 0 0 0 783100 0 0 AOL TIME WARNER INC COM 00184A105 249022462 10529491 10529491 0 0 0 10504700 0 24791 APACHE CORP COM 037411105 402723937 7080238 6917514 0 162724 0 6847471 0 232767 APACHE CORP PFD C DP 1/50 037411600 2597500 50000 50000 0 0 0 50000 0 0 APARTMENT INVT & MGMT CO CL A 03748R101 221099 4571 4571 0 0 0 4571 0 0 APOGENT TECHNOLOGIES INC COM 03760A101 770263 31210 31210 0 0 0 18700 0 12510 APOLLO GROUP INC CL A 037604105 50326558 939805 939805 0 0 0 939805 0 0 APPLEBEES INTL INC COM 037899101 17175998 473168 473168 0 0 0 326423 0 146745 APPLERA CORP COM AP BIO GRP 038020103 252959759 11318110 11318110 0 0 0 11087321 0 230789 APPLIED MATLS INC COM 038222105 78749623 1451071 1451071 0 0 0 1447071 0 4000 ------------ PAGE TOTAL 3277584487
MFS 13F REPORT DATE: 020331 PAGE: 4
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- APRIA HEALTHCARE GROUP INC COM 037933108 19000642 775220 775220 0 0 0 660940 0 114280 ARACRUZ CELULOSE S A SPON ADR CL B 038496204 100928940 4887600 4887600 0 0 0 4887600 0 0 ARAMARK CORP CL B 038521100 74856778 2835484 2835484 0 0 0 2715705 0 119779 ARBITRON INC COM 03875Q108 11354062 335919 335919 0 0 0 266041 0 69878 ARCHER DANIELS MIDLAND CO COM 039483102 112575476 8081513 7629047 0 452466 0 7463902 0 617611 ARM HLDGS PLC SPONSORED ADR 042068106 7251550 587170 587170 0 0 0 587170 0 0 ARMOR HOLDINGS INC COM 042260109 22121459 816290 816290 0 0 0 726410 0 89880 ART TECHNOLOGY GROUP INC COM 04289L107 119686 58100 58100 0 0 0 0 0 58100 ARTHROCARE CORP COM 043136100 32541837 1806876 1806876 0 0 0 1490424 0 316452 ASM INTL N V COM N07045102 39619706 1517415 1517415 0 0 0 1502745 0 14670 ASML HLDG NV N Y SHS N07059111 42290268 1666940 1666940 0 0 0 1666940 0 0 ASPEN TECHNOLOGY INC COM 045327109 31749751 1386452 1386452 0 0 0 1162246 0 224206 AT&T CORP COM 001957109 343175687 21858324 21233784 0 624540 0 20960825 0 897499 AT&T WIRELESS SVCS INC COM 00209A106 442286124 49417444 48869860 0 547584 0 48635544 0 781900 ATLANTIS PLASTICS INC COM 049156102 396270 116550 116550 0 0 0 116550 0 0 ATMEL CORP COM 049513104 166875704 16457170 16457170 0 0 0 16426320 0 30850 ATMEL CORP SDCV 4/2 049513AC8 1222500 2000000 2000000 0 0 0 2000000 0 0 ATMOS ENERGY CORP COM 049560105 19029128 806319 806319 0 0 0 806319 0 0 AUSTRALIA&NEW ZEALAND BKG GR SPONSORED ADR 052528304 219936 4640 4640 0 0 0 4640 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 618851058 10620406 10620406 0 0 0 10600173 0 20233 AUTONATION INC COM 05329W102 531659 38030 38030 0 0 0 38030 0 0 ------------ PAGE TOTAL 2086998219
MFS 13F REPORT DATE: 020331 PAGE: 5
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- AVENTIS SPONSORED ADR 053561106 1412813 20550 20550 0 0 0 20436 0 114 AVERY DENNISON CORP COM 053611109 20940614 343120 343120 0 0 0 343120 0 0 AVON PRODS INC COM 054303102 276526824 5090700 5090700 0 0 0 5075210 0 15490 AWARE INC MASS COM 05453N100 6333865 997459 997459 0 0 0 817426 0 180033 BAKER HUGHES INC COM 057224107 63103588 1649767 1649767 0 0 0 1645547 0 4220 BANCO SE CHILE SP ADR F SHS 059520106 1071756 59410 59410 0 0 0 59410 0 0 BANK NEW YORK INC COM 064057102 17790848 423390 423390 0 0 0 423020 0 370 BANK OF AMERICA CORPORATION COM 060505104 855656026 12579477 12347467 0 232010 0 12225286 0 354191 BARNES & NOBLE INC COM 067774109 56406665 1820157 1820157 0 0 0 1820157 0 0 BARR LABS INC COM 068306109 13477961 204770 204770 0 0 0 200220 0 4550 BAXTER INTL INC COM 071813109 256576435 4310760 4310760 0 0 0 4301260 0 9500 BCE INC COM 05534B109 27830649 1579492 1579492 0 0 0 1578892 0 600 BEA SYS INC COM 073325102 78544206 5728972 5728972 0 0 0 5519176 0 209796 BECKMAN COULTER INC COM 075811109 2917118 57120 57120 0 0 0 57120 0 0 BED BATH & BEYOND INC COM 075896100 18773438 556250 556250 0 0 0 556250 0 0 BELLSOUTH CORP COM 079860102 531819950 14428105 14097705 0 330400 0 13819937 0 608168 BERKLEY W R CORP COM 084423102 10576320 184000 184000 0 0 0 184000 0 0 BIOMARIN PHARMACEUTICAL INC COM 09061G101 1722315 164500 164500 0 0 0 164500 0 0 BIOMET INC COM 090613100 1161145 42910 42910 0 0 0 42910 0 0 BIOVAIL CORP COM 09067J109 120473141 2410427 2410427 0 0 0 2410427 0 0 BISYS GROUP INC COM 055472104 306167647 8685607 8685607 0 0 0 8534316 0 151291 ------------ PAGE TOTAL 2669283323
MFS 13F REPORT DATE: 020331 PAGE: 6
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- BJ SVCS CO COM 055482103 113339601 3288065 3288065 0 0 0 3282065 0 6000 BJS WHOLESALE CLUB INC COM 05548J106 168286068 3764789 3764789 0 0 0 3677728 0 87061 BLYTH INC COM 09643P108 6037835 227671 227671 0 0 0 156861 0 70810 BMC SOFTWARE INC COM 055921100 262575 13500 13500 0 0 0 13000 0 500 BOEING CO COM 097023105 953951 19771 19771 0 0 0 14659 0 5112 BOSTON SCIENTIFIC CORP COM 101137107 55571741 2214896 2214896 0 0 0 2207846 0 7050 BOWATER INC COM 102183100 97277826 1953370 1953370 0 0 0 1953370 0 0 BP PLC SPONSORED ADR 055622104 360013964 6779924 6678784 0 101140 0 6673340 0 106584 BRAUN CONSULTING INC COM 105651103 8716544 2022400 2022400 0 0 0 1822990 0 199410 BRIGHT HORIZON FAMILY SOLUTI COM 109195107 21703741 736444 736444 0 0 0 600604 0 135840 BRINKER INTL INC COM 109641100 65106051 2008826 2008826 0 0 0 2007500 0 1326 BRISTOL MYERS SQUIBB CO COM 110122108 204602165 5053153 4929828 0 123325 0 4850329 0 202824 BROADCOM CORP CL A 111320107 3106068 86520 86520 0 0 0 86520 0 0 BROCADE COMMUNICATIONS SYS I COM 111621108 158803929 5881627 5881627 0 0 0 5853827 0 27800 BROOKS AUTOMATION INC COM 11434A100 21442045 471876 471876 0 0 0 461956 0 9920 BROWN & BROWN INC COM 115236101 2386400 76000 76000 0 0 0 76000 0 0 BUCA INC COM 117769109 8912385 490500 490500 0 0 0 490500 0 0 BURLINGTON NORTHN SANTA FE C COM 12189T104 48303482 1600513 1600513 0 0 0 1587813 0 12700 C H ROBINSON WORLDWIDE INC COM 12541W100 12658464 376740 376740 0 0 0 319250 0 57490 CABLE DESIGN TECHNOLOGIES CO COM 126924109 54038437 4047823 4047823 0 0 0 3677743 0 370080 CABLEVISION SYS CORP CL A RAINB MED 12686C844 25420400 1030000 1030000 0 0 0 1030000 0 0 ------------ PAGE TOTAL 1436943672
MFS 13F REPORT DATE: 020331 PAGE: 7
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- CACI INTL INC CL A 127190304 8584395 244500 244500 0 0 0 244500 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 255334436 11292987 11292987 0 0 0 11271520 0 21467 CALIFORNIA PIZZA KITCHEN INC COM 13054D109 46464829 1857850 1857850 0 0 0 1626680 0 231170 CALPINE CORP COM 131347106 79760762 6280375 6280375 0 0 0 6280075 0 300 CAMINUS CORP COM 133766105 3757500 167000 167000 0 0 0 167000 0 0 CANADIAN NATL RY CO COM 136375102 229617009 4596017 4489221 0 106796 0 4411530 0 184487 CANADIAN NATL RY CO PFD CV 063029 136375409 2670278 40300 40300 0 0 0 40300 0 0 CANON INC ADR 138006309 601459 16190 16190 0 0 0 16190 0 0 CAPITAL ONE FINL CORP COM 14040H105 593974841 9302660 9302660 0 0 0 9273397 0 29263 CARDINAL HEALTH INC COM 14149Y108 211961525 2990006 2990006 0 0 0 2981074 0 8932 CAREER EDUCATION CORP COM 141665109 13700412 345970 345970 0 0 0 330190 0 15780 CAREMARK RX INC COM 141705103 193001445 9897510 9897510 0 0 0 8973560 0 923950 CARNIVAL CORP COM 143658102 56885932 1742295 1742295 0 0 0 1736905 0 5390 CARRAMERICA RLTY CORP COM 144418100 9733959 309900 309900 0 0 0 309900 0 0 CATALINA MARKETING CORP COM 148867104 4308241 118034 118034 0 0 0 81144 0 36890 CATERPILLAR INC DEL COM 149123101 73367028 1290537 1217317 0 73220 0 1186547 0 103990 CDW COMPUTER CTRS INC COM 125129106 535920 10646 10646 0 0 0 10646 0 0 CEC ENTMT INC COM 125137109 107915808 2335840 2335840 0 0 0 2191870 0 143970 CELESTICA INC SUB VTG SHS 15101Q108 9295940 256369 256369 0 0 0 256369 0 0 CEMEX S A SPON ADR 5 ORD 151290889 18427436 623813 623813 0 0 0 623813 0 0 CENDANT CORP COM 151313103 160199174 8343707 8343707 0 0 0 8341767 0 1940 ------------ PAGE TOTAL 2080098329
MFS 13F REPORT DATE: 020331 PAGE: 8
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- CENTURYTEL INC COM 156700106 33474020 984530 984530 0 0 0 984530 0 0 CERIDIAN CORP NEW COM 156779100 30379564 1377758 1377758 0 0 0 1213408 0 164350 CHARTER COMMUNICATIONS INC D CL A 16117M107 262232153 23226940 23226940 0 0 0 22903771 0 323169 CHARTER ONE FINL INC COM 160903100 4306799 137950 137950 0 0 0 137950 0 0 CHARTERED SEMICONDUCTOR MFG ADR 16133R106 491108 18250 18250 0 0 0 18250 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 2143200 70500 70500 0 0 0 70170 0 330 CHECKFREE CORP NEW COM 162813109 177095364 11552209 11552209 0 0 0 10569985 0 982224 CHEESECAKE FACTORY INC COM 163072101 11328300 307000 307000 0 0 0 307000 0 0 CHESAPEAKE ENERGY CORP COM 165167107 777870 100500 100500 0 0 0 100500 0 0 CHEVRONTEXACO CORP COM 166764100 34651403 383864 383864 0 0 0 381917 0 1947 CHICOS FAS INC COM 168615102 12264812 363941 363941 0 0 0 363941 0 0 CHUBB CORP COM 171232101 548204020 7499371 7416051 0 83320 0 7373921 0 125450 CHURCH & DWIGHT INC COM 171340102 1228777 41710 41710 0 0 0 41710 0 0 CIENA CORP COM 171779109 21400281 2377809 2377809 0 0 0 2207224 0 170585 CIGNA CORP COM 125509109 258816529 2552683 2552683 0 0 0 2447718 0 104965 CINERGY CORP COM 172474108 15302788 428050 428050 0 0 0 428050 0 0 CIRCUIT CITY STORE INC CIRCT CITY GRP 172737108 1190640 66000 66000 0 0 0 66000 0 0 CIRRUS LOGIC INC COM 172755100 101854033 5397670 5397670 0 0 0 4784240 0 613430 CISCO SYS INC COM 17275R102 1061015476 62670731 62670731 0 0 0 62551757 0 118974 CITIGROUP INC COM 172967101 1546214362 31224038 30693228 0 530810 0 30448665 0 775373 CITRIX SYS INC COM 177376100 366564424 21213219 21213219 0 0 0 20117346 0 1095873 ------------ PAGE TOTAL 4490935921
MFS 13F REPORT DATE: 020331 PAGE: 9
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- CLEAR CHANNEL COMMUNICATIONS COM 184502102 1234161672 24006257 24006257 0 0 0 23959967 0 46290 CLOSURE MED CORP COM 189093107 6540058 332320 332320 0 0 0 332320 0 0 CMS ENERGY CORP ADJ CV TR8.75% 125896308 895365 30300 30300 0 0 0 30300 0 0 CNET NETWORKS INC COM 12613R104 67021227 12230151 12230151 0 0 0 11201520 0 1028631 COCA COLA CO COM 191216100 21592735 413179 413179 0 0 0 409301 0 3878 COCA-COLA FEMSA S A DE C V SPON ADR REP L 191241108 3765696 138140 138140 0 0 0 138140 0 0 COGNEX CORP COM 192422103 7134230 245500 245500 0 0 0 245500 0 0 COLGATE PALMOLIVE CO COM 194162103 20661782 361536 361536 0 0 0 361245 0 291 COLT TELECOM GROUP PLC SPONSORED ADR 196877104 44604 15120 15120 0 0 0 15120 0 0 COMCAST CORP CL A SPL 200300200 210372137 6615476 6615476 0 0 0 6603816 0 11660 COMCAST CORP ZONES CV2% PCS 200300507 824906 27700 27700 0 0 0 27700 0 0 COMERICA INC COM 200340107 186851352 2986277 2986277 0 0 0 2976477 0 9800 COMMONWEALTH INDS INC DEL COM 203004106 293780 39700 39700 0 0 0 39700 0 0 COMMONWEALTH TEL ENTERPRISES COM 203349105 735662 19233 19233 0 0 0 19233 0 0 COMMUNITY HEALTH SYS INC NEW COM 203668108 19731848 892440 892440 0 0 0 857010 0 35430 COMMUNITY HEALTH SYS INC NEW NOTE 4.250%10/1 203668AA6 1879676 1997000 1997000 0 0 0 1997000 0 0 COMPANHIA DE BEBIDAS DAS AME SPON ADR PFD 20441W203 742551 38060 38060 0 0 0 38060 0 0 COMPANIA CERVECERIAS UNIDAS SPONSORED ADR 204429104 1257635 75990 75990 0 0 0 75990 0 0 COMPANIA DE MINAS BUENAVENTU SPON ADR SER B 204448104 1185874 43905 43905 0 0 0 43905 0 0 COMPAQ COMPUTER CORP COM 204493100 136624575 13074122 13074122 0 0 0 12765777 0 308345 COMPASS BANCSHARES INC COM 20449H109 216090 7000 7000 0 0 0 7000 0 0 ------------ PAGE TOTAL 1922533455
MFS 13F REPORT DATE: 020331 PAGE: 10
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- COMPLETEL EUROPE NV ORD N21590109 331165 535000 535000 0 0 0 535000 0 0 COMPUTER ASSOC INTL INC COM 204912109 40921429 1869412 1869412 0 0 0 1869412 0 0 COMPUTER NETWORK TECHNOLOGY COM 204925101 52237191 3951376 3951376 0 0 0 3371932 0 579444 COMVERSE TECHNOLOGY INC COM PAR $0.10 205862402 67700827 5343396 5343396 0 0 0 5288607 0 54789 CONCORD EFS INC COM 206197105 603213952 18141773 18141773 0 0 0 17739762 0 402011 CONMED CORP COM 207410101 37189425 1487577 1487577 0 0 0 1259192 0 228385 CONOCO INC COM 208251504 36337562 1245290 1245290 0 0 0 1096166 0 149124 CONSTELLATION ENERGY GROUP I COM 210371100 11229400 364000 364000 0 0 0 364000 0 0 COOPER CAMERON CORP COM 216640102 96907116 1896050 1896050 0 0 0 1896050 0 0 CORINTHIAN COLLEGES INC COM 218868107 5559995 109990 109990 0 0 0 109990 0 0 CORPORATE EXECUTIVE BRD CO COM 21988R102 5795450 154500 154500 0 0 0 154500 0 0 COST PLUS INC CALIF COM 221485105 39010551 1425720 1425720 0 0 0 1327380 0 98340 COSTCO WHSL CORP NEW COM 22160K105 313152046 7864190 7864190 0 0 0 7848019 0 16171 COVANSYS CORP COM 22281W103 9462248 1261633 1261633 0 0 0 1096928 0 164705 COX COMMUNICATIONS INC NEW CL A 224044107 27802598 738645 738645 0 0 0 738645 0 0 COX RADIO INC CL A 224051102 10579000 372500 372500 0 0 0 372500 0 0 CROWN CASTLE INTL CORP COM 228227104 73510901 11121165 11121165 0 0 0 10299770 0 821395 CROWN CORK & SEAL INC COM 228255105 1105325 123500 123500 0 0 0 123500 0 0 CSG SYS INTL INC COM 126349109 200727678 7050498 7050498 0 0 0 6561955 0 488543 CUMULUS MEDIA INC CL A 231082108 375900 21000 21000 0 0 0 21000 0 0 CVS CORP COM 126650100 353339568 10292443 10292443 0 0 0 9907999 0 384444 ------------ PAGE TOTAL 1986489324
MFS 13F REPORT DATE: 020331 PAGE: 11
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- CYBERONICS INC COM 23251P102 9965624 623241 623241 0 0 0 442771 0 180470 CYMER INC COM 232572107 60168553 1211610 1211610 0 0 0 1149210 0 62400 CYSIVE INC COM 23281T108 82536 33840 33840 0 0 0 33840 0 0 CYTYC CORP COM 232946103 390773735 14516112 14516112 0 0 0 13568302 0 947810 D R HORTON INC COM 23331A109 4064060 107800 107800 0 0 0 107800 0 0 DANAHER CORP DEL COM 235851102 610119610 8590814 8507192 0 83622 0 8450790 0 140024 DAVITA INC COM 23918K108 58346455 2306184 2306184 0 0 0 2053805 0 252379 DEAN FOODS CO NEW COM 242370104 328625 4340 4340 0 0 0 2600 0 1740 DEERE & CO COM 244199105 373150929 8192117 7782037 0 410080 0 7545298 0 646819 DEL MONTE FOODS CO COM 24522P103 23730789 2438930 2438930 0 0 0 2004890 0 434040 DELL COMPUTER CORP COM 247025109 568754626 21783019 21783019 0 0 0 21723846 0 59173 DELPHI CORP COM 247126105 158687670 9924182 9431032 0 493150 0 9228453 0 695729 DELTA & PINE LD CO COM 247357106 10834146 571120 571120 0 0 0 571120 0 0 DENDRITE INTL INC COM 248239105 35004729 3271470 3271470 0 0 0 2751875 0 519595 DEVON ENERGY CORP NEW COM 25179M103 662361423 13722010 13594270 0 127740 0 13280705 0 441305 DEVRY INC DEL COM 251893103 22619194 750720 750720 0 0 0 637750 0 112970 DIAGEO P L C SPON ADR NEW 25243Q205 46525726 886711 806111 0 80600 0 795127 0 91584 DIAMONDCLUSTER INTL INC CL A 25278P106 2604284 201570 201570 0 0 0 170970 0 30600 DIGENE CORP COM 253752109 23824515 666420 666420 0 0 0 666420 0 0 DIGEX INC DEL CL A 253756100 30752 24800 24800 0 0 0 24800 0 0 DIGITAL INSIGHT CORP COM 25385P106 19149261 695073 695073 0 0 0 584071 0 111002 ------------ PAGE TOTAL 3081127242
MFS 13F REPORT DATE: 020331 PAGE: 12
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- DISNEY WALT CO COM DISNEY 254687106 306092568 13262243 13054943 0 207300 0 12926126 0 336117 DJ ORTHOPEDICS INC COM 23325G104 3772240 471530 471530 0 0 0 416510 0 55020 DOLE FOOD INC COM 256605106 367350 11850 11850 0 0 0 7100 0 4750 DOLLAR TREE STORES INC COM 256747106 114910791 3502310 3502310 0 0 0 3318750 0 183560 DOMINION RES INC VA NEW COM 25746U109 195119861 2994473 2865103 0 129370 0 2814843 0 179630 DOUBLECLICK INC COM 258609304 3752510 312970 312970 0 0 0 266090 0 46880 DOW CHEM CO COM 260543103 47467918 1450731 1450731 0 0 0 1450731 0 0 DRIL-QUIP INC COM 262037104 8508515 331716 331716 0 0 0 275796 0 55920 DSP GROUP INC COM 23332B106 40058971 1956960 1956960 0 0 0 1703650 0 253310 DST SYS INC DEL COM 233326107 207790251 4172495 4172495 0 0 0 3901544 0 270951 DU PONT E I DE NEMOURS & CO COM 263534109 18841234 399602 399602 0 0 0 399442 0 160 DUKE ENERGY CORP WHEN ISSUED 264399106 73377058 1941192 1941192 0 0 0 1939840 0 1352 DUKE ENERGY CORP UNIT 99/99/9999 264399585 1928250 75000 75000 0 0 0 75000 0 0 DUKE REALTY CORP COM NEW 264411505 215462 8287 8287 0 0 0 8287 0 0 DUN & BRADSTREET CORP DEL NE COM 26483E100 4946836 123640 123640 0 0 0 123640 0 0 DYNEGY INC NEW CL A 26816Q101 388728325 13404425 13404425 0 0 0 13387689 0 16736 E M C CORP MASS COM 268648102 148497441 12457839 12457839 0 0 0 12444907 0 12932 EASTMAN KODAK CO COM 277461109 91353067 2930801 2748821 0 181980 0 2680471 0 250330 EBAY INC COM 278642103 110384563 1948880 1948880 0 0 0 1942760 0 6120 ECHOSTAR COMMUNICATIONS NEW CL A 278762109 898369362 31722082 31722082 0 0 0 31028078 0 694004 ECOLAB INC COM 278865100 5575097 121940 121940 0 0 0 121940 0 0 ------------ PAGE TOTAL 2670057672
MFS 13F REPORT DATE: 020331 PAGE: 13
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- EDISON INTL COM 281020107 7235330 431960 431960 0 0 0 420400 0 11560 EDISON SCHOOLS INC CL A 281033100 47906767 3446530 3446530 0 0 0 2875900 0 570630 EDO CORP COM 281347104 13642751 505100 505100 0 0 0 505100 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 45627537 1632470 1632470 0 0 0 1385660 0 246810 EL PASO CORP COM 28336L109 551096828 12516394 12516394 0 0 0 12502993 0 13401 EL PASO ENERGY CAP TR I PFD CV TR SECS 283678209 2260000 40000 40000 0 0 0 40000 0 0 ELANTEC SEMICONDUCTOR INC COM 284155108 10396104 243070 243070 0 0 0 243070 0 0 ELECTRONIC ARTS INC COM 285512109 52818176 868720 868720 0 0 0 866020 0 2700 EMBRAER-EMPRESA BRASILEIRA D SP ADR PFD SHS 29081M102 1167413 57850 57850 0 0 0 57850 0 0 EMMIS COMMUNICATIONS CORP CL A 291525103 50904644 1903689 1903689 0 0 0 1696429 0 207260 EMULEX CORP COM NEW 292475209 303928061 9229519 9229519 0 0 0 8943950 0 285569 ENERGEN CORP COM 29265N108 18393859 695420 695420 0 0 0 695420 0 0 ENERGY EAST CORP COM 29266M109 39869055 1833060 1833060 0 0 0 1833060 0 0 ENSCO INTL INC COM 26874Q100 3592688 119200 119200 0 0 0 119200 0 0 ENTERASYS NETWORKS INC COM 293637104 33366172 7887984 7887984 0 0 0 6917684 0 970300 ENTERCOM COMMUNICATIONS CORP CL A 293639100 69712335 1270500 1270500 0 0 0 1238670 0 31830 ENTERGY CORP NEW COM 29364G103 57053329 1314290 1314290 0 0 0 1314290 0 0 EOG RES INC COM 26875P101 34790989 857766 857766 0 0 0 758536 0 99230 EPRESENCE INC COM 294348107 5313034 1253074 1253074 0 0 0 1144394 0 108680 EQUITABLE RES INC COM 294549100 84809692 2436360 2436360 0 0 0 2433340 0 3020 EQUITY OFFICE PROPERTIES TRU COM 294741103 56976442 1899848 1767228 0 132620 0 1719778 0 180070 ------------ PAGE TOTAL 1490861204
MFS 13F REPORT DATE: 020331 PAGE: 14
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- EQUITY RESIDENTIAL PPTYS TR SH BEN INT 29476L107 36361043 1265172 1265172 0 0 0 1265172 0 0 ESS TECHNOLOGY INC COM 269151106 37491491 1807690 1807690 0 0 0 1606990 0 200700 ETHAN ALLEN INTERIORS INC COM 297602104 24949472 655530 655530 0 0 0 555530 0 100000 EXELON CORP COM 30161N101 69360507 1309430 1309430 0 0 0 1305284 0 4146 EXPRESS SCRIPTS INC COM 302182100 126899450 2203498 2203498 0 0 0 2203498 0 0 EXTREME NETWORKS INC COM 30226D106 5470712 526030 526030 0 0 0 526000 0 30 EXXON MOBIL CORP COM 30231G102 1113789201 25411572 24706712 0 704860 0 24349793 0 1061779 FAIRCHILD SEMICONDUCTOR INTL CL A 303726103 76442738 2672823 2672823 0 0 0 2595623 0 77200 FAMILY DLR STORES INC COM 307000109 158572302 4732089 4732089 0 0 0 4724567 0 7522 FEDERAL HOME LN MTG CORP COM 313400301 1201617821 18961935 18842325 0 119610 0 18761199 0 200736 FEDERAL NATL MTG ASSN COM 313586109 410300904 5136466 5046026 0 90440 0 4989921 0 146545 FEDERATED DEPT STORES INC DE COM 31410H101 1002051 24530 24530 0 0 0 17100 0 7430 FEDERATED INVS INC PA CL B 314211103 9627586 297607 297607 0 0 0 248017 0 49590 FEDEX CORP COM 31428X106 209903157 3612791 3612791 0 0 0 3559301 0 53490 FEI CO COM 30241L109 4337100 122000 122000 0 0 0 122000 0 0 FINANCIAL FED CORP COM 317492101 12081429 368224 368224 0 0 0 368224 0 0 FIRST DATA CORP COM 319963104 1084430512 12429003 12429003 0 0 0 12401728 0 27275 FIRST HEALTH GROUP CORP COM 320960107 31133395 1290236 1290236 0 0 0 1099576 0 190660 FIRST TENN NATL CORP COM 337162101 2628750 75000 75000 0 0 0 75000 0 0 FIRSTENERGY CORP COM 337932107 38246863 1106040 1106040 0 0 0 1106040 0 0 FISERV INC COM 337738108 144187618 3135195 3135195 0 0 0 3030883 0 104312 ------------ PAGE TOTAL 4798834102
MFS 13F REPORT DATE: 020331 PAGE: 15
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- FLEETBOSTON FINL CORP COM 339030108 645947890 18455654 18043724 0 411930 0 17734170 0 721484 FLEXTRONICS INTL LTD ORD Y2573F102 83933027 4599070 4599070 0 0 0 4598370 0 700 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 4613156 97840 97840 0 0 0 97840 0 0 FOOT LOCKER INC COM 344849104 9912224 612622 612622 0 0 0 612622 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 17944863 1088227 1088227 0 0 0 1088227 0 0 FOREST LABS INC COM 345838106 275793301 3375683 3375683 0 0 0 3363763 0 11920 FORRESTER RESH INC COM 346563109 24179645 1265950 1265950 0 0 0 1075050 0 190900 FORTUNE BRANDS INC COM 349631101 47436523 960837 960837 0 0 0 960837 0 0 FOUR SEASONS HOTEL INC NOTE 9/2 35100EAD6 1426098 4982000 4982000 0 0 0 4982000 0 0 FOX ENTMT GROUP INC CL A 35138T107 226882869 9593356 9593356 0 0 0 9592842 0 514 FPL GROUP INC COM 302571104 94142297 1580895 1498845 0 82050 0 1467778 0 113117 FREEPORT-MCMORAN COPPER & GO CL B 35671D857 813692 46180 46180 0 0 0 46180 0 0 FUNDTECH LTD ORD M47095100 2070763 465340 465340 0 0 0 465340 0 0 GALLAGHER ARTHUR J & CO COM 363576109 114494874 3493893 3493893 0 0 0 3350341 0 143552 GANNETT INC COM 364730101 370412032 4867438 4712728 0 154710 0 4648101 0 219337 GAP INC DEL COM 364760108 9237718 614210 614210 0 0 0 614010 0 200 GART SPORTS CO COM 366630101 9226100 305500 305500 0 0 0 305500 0 0 GARTNER INC COM 366651107 11787891 913790 913790 0 0 0 770300 0 143490 GENENTECH INC COM NEW 368710406 116719152 2313561 2313561 0 0 0 2313211 0 350 GENERAL DYNAMICS CORP COM 369550108 20147484 214449 214449 0 0 0 208280 0 6169 GENERAL ELEC CO COM 369604103 1057632378 28241185 28241185 0 0 0 28162779 0 78406 ------------ PAGE TOTAL 3144753977
MFS 13F REPORT DATE: 020331 PAGE: 16
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- GENERAL MLS INC COM 370334104 156034228 3194150 3194150 0 0 0 3070750 0 123400 GENERAL MTRS CORP COM 370442105 534378 8840 8840 0 0 0 5300 0 3540 GENERAL MTRS CORP DEB SR CONV B 370442733 64083056 2344788 2191888 0 152900 0 2137488 0 207300 GENERAL MTRS CORP CL H NEW 370442832 278293122 16917515 16917515 0 0 0 15725307 0 1192208 GENESEE & WYO INC CL A 371559105 4526888 191250 191250 0 0 0 191250 0 0 GENESIS MICROCHIP INC DEL COM 37184C103 10305360 396360 396360 0 0 0 334240 0 62120 GENUINE PARTS CO COM 372460105 1338428 36400 36400 0 0 0 36400 0 0 GENZYME CORP COM GENL DIV 372917104 880436722 20161134 20161134 0 0 0 19675274 0 485860 GEORGIA GULF CORP COM PAR $0.01 373200203 38302599 1426540 1426540 0 0 0 1426540 0 0 GEORGIA PAC CORP COM 373298108 9827494 328130 328130 0 0 0 328130 0 0 GERDAU S A SPONSORED ADR 373737105 1169072 94280 94280 0 0 0 94280 0 0 GILEAD SCIENCES INC COM 375558103 15242845 423530 423530 0 0 0 423530 0 0 GILLETTE CO COM 375766102 344814908 10138633 9919263 0 219370 0 9821993 0 316640 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 14908447 317201 235401 0 81800 0 235401 0 81800 GLOBAL PMTS INC COM 37940X102 57217284 1561181 1561181 0 0 0 1291502 0 269679 GLOBALSANTAFE CORP SHS G3930E101 290304158 8877803 8877803 0 0 0 8764615 0 113188 GLOBESPANVIRATA INC COM 37957V106 256581985 17197184 17197184 0 0 0 15634372 0 1562812 GOLDMAN SACHS GROUP INC COM 38141G104 757750191 8396124 8310924 0 85200 0 8268329 0 127795 GOODRICH CORP COM 382388106 607172 19190 19190 0 0 0 11500 0 7690 GRANT PRIDECO INC COM 38821G101 85190449 6227372 6227372 0 0 0 6150832 0 76540 GREENPOINT FINL CORP COM 395384100 393300 9000 9000 0 0 0 9000 0 0 ------------ PAGE TOTAL 3267862084
MFS 13F REPORT DATE: 020331 PAGE: 17
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 13432507 889570 889570 0 0 0 889570 0 0 GRUPO TELEVISA SA DE CV SP ADR REP ORD 40049J206 3667841 75610 75610 0 0 0 75610 0 0 GRUPO TMM S A DE CV SP ADR L SHS 40051D204 2137632 190860 190860 0 0 0 190860 0 0 GUIDANT CORP COM 401698105 54590564 1260170 1260170 0 0 0 1124220 0 135950 GUITAR CTR MGMT INC COM 402040109 7739635 441760 441760 0 0 0 441760 0 0 HAEMONETICS CORP COM 405024100 91429704 2880583 2880583 0 0 0 2465463 0 415120 HALLIBURTON CO COM 406216101 2273724 133200 133200 0 0 0 133200 0 0 HARLEY DAVIDSON INC COM 412822108 625871870 11352655 11352655 0 0 0 11322815 0 29840 HARRAHS ENTMT INC COM 413619109 65654000 1483371 1483371 0 0 0 1480711 0 2660 HARTFORD FINL SVCS GROUP INC COM 416515104 560896538 8233948 8098458 0 135490 0 8040503 0 193445 HARVARD BIOSCIENCE INC COM 416906105 10512313 1195940 1195940 0 0 0 1014320 0 181620 HCA INC COM 404119109 270214015 6130082 6130082 0 0 0 6118737 0 11345 HEALTH MGMT ASSOC INC NEW CL A 421933102 7542611 363850 363850 0 0 0 363850 0 0 HEALTHSOUTH CORP COM 421924101 305883423 21315918 21315918 0 0 0 20526975 0 788943 HEARST-ARGYLE TELEVISION INC COM 422317107 21028166 850310 850310 0 0 0 850310 0 0 HEARTLAND EXPRESS INC COM 422347104 27228514 1364154 1364154 0 0 0 1263039 0 101115 HELIX TECHNOLOGY CORP COM 423319102 9392201 370940 370940 0 0 0 370940 0 0 HENRY JACK & ASSOC INC COM 426281101 73061341 3294019 3294019 0 0 0 2894440 0 399579 HEWLETT PACKARD CO COM 428236103 29092383 1621649 1621649 0 0 0 1451247 0 170402 HI / FN INC COM 428358105 7914496 670720 670720 0 0 0 617760 0 52960 HILTON HOTELS CORP COM 432848109 67683616 4733120 4733120 0 0 0 4732720 0 400 ------------ PAGE TOTAL 2257247095
MFS 13F REPORT DATE: 020331 PAGE: 18
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- HISPANIC BROADCASTING CORP CL A 43357B104 31809523 1092360 1092360 0 0 0 1092360 0 0 HNC SOFTWARE INC COM 40425P107 36704825 2184811 2184811 0 0 0 1859361 0 325450 HOME DEPOT INC COM 437076102 392491577 8074297 8074297 0 0 0 8054503 0 19794 HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 274640 8000 8000 0 0 0 8000 0 0 HOUSEHOLD INTL INC COM 441815107 154777103 2724949 2724949 0 0 0 2724949 0 0 HOUSTON EXPL CO COM 442120101 57694596 1861116 1861116 0 0 0 1692491 0 168625 HUNT J B TRANS SVCS INC COM 445658107 20824691 732490 732490 0 0 0 623490 0 109000 HUNTINGTON BANCSHARES INC COM 446150104 1891200 96000 96000 0 0 0 96000 0 0 HYPERION SOLUTIONS CORP COM 44914M104 58110773 2151454 2151454 0 0 0 1800564 0 350890 I-STAT CORP COM 450312103 2736083 375320 375320 0 0 0 375320 0 0 ICICI LTD SPONSORED ADR 44926P202 1443980 177830 177830 0 0 0 177830 0 0 ICN PHARMACEUTICALS INC NEW COM 448924100 1102043 34710 34710 0 0 0 34710 0 0 ICON PUB LTD CO SPONSORED ADR 45103T107 358700 10550 10550 0 0 0 10550 0 0 IDEC PHARMACEUTICALS CORP COM 449370105 27968250 434965 434965 0 0 0 434965 0 0 IDEXX LABS INC COM 45168D104 71417697 2660868 2660868 0 0 0 2215158 0 445710 ILLINOIS TOOL WKS INC COM 452308109 294451332 4069818 4069818 0 0 0 4049886 0 19932 ILLUMINA INC COM 452327109 2312970 244500 244500 0 0 0 244500 0 0 IMMUNEX CORP NEW COM 452528102 8611996 284600 284600 0 0 0 284600 0 0 IMPATH INC COM 45255G101 50401019 1228095 1228095 0 0 0 1139865 0 88230 IMS HEALTH INC COM 449934108 410730069 18295326 18295326 0 0 0 17454972 0 840354 INCO LTD COM 453258402 2987556 152660 152660 0 0 0 152660 0 0 ------------ PAGE TOTAL 1629100621
MFS 13F REPORT DATE: 020331 PAGE: 19
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- INET TECHNOLOGIES INC COM 45662V105 20714192 2194300 2194300 0 0 0 1723520 0 470780 INFORMATICA CORP COM 45666Q102 18542436 2561110 2561110 0 0 0 2173260 0 387850 INFOUSA INC NEW COM 456818301 11735047 1538014 1538014 0 0 0 1263664 0 274350 INGERSOLL-RAND COMPANY LTD CL A G4776G101 37152355 742750 742750 0 0 0 742450 0 300 INGLES MKTS INC CL A 457030104 861120 73600 73600 0 0 0 73600 0 0 INHALE THERAPEUTIC SYS INC COM 457191104 44475952 4215730 4215730 0 0 0 3610430 0 605300 INPUT/OUTPUT INC COM 457652105 6789601 746110 746110 0 0 0 597440 0 148670 INSTINET GROUP INC COM 457750107 13573220 2084980 2084980 0 0 0 2068880 0 16100 INTEGRATED DEVICE TECHNOLOGY COM 458118106 8193660 246500 246500 0 0 0 246500 0 0 INTEL CORP COM 458140100 183586599 6037047 6037047 0 0 0 6002891 0 34156 INTERCEPT INC COM 45845L107 7527675 207660 207660 0 0 0 176520 0 31140 INTERNAP NETWORK SVCS CORP COM 45885A102 11208969 14557102 14557102 0 0 0 13197280 0 1359822 INTERNATIONAL BUSINESS MACHS COM 459200101 539976528 5192082 5085732 0 106350 0 4981217 0 210865 INTERNATIONAL GAME TECHNOLOG COM 459902102 31865462 511320 511320 0 0 0 511320 0 0 INTERNATIONAL RECTIFIER CORP COM 460254105 47635090 1049000 1049000 0 0 0 1049000 0 0 INTERNET SEC SYS INC COM 46060X107 100930666 4417097 4417097 0 0 0 4071190 0 345907 INTERSIL CORP CL A 46069S109 139643000 4925679 4925679 0 0 0 4822251 0 103428 INTERSTATE BAKERIES CORP DEL COM 46072H108 254447 10510 10510 0 0 0 6300 0 4210 INTERWOVEN INC COM 46114T102 23819200 4763840 4763840 0 0 0 4057040 0 706800 INTL PAPER CO COM 460146103 484734227 11270268 11007828 0 262440 0 10877374 0 392894 INTUIT COM 461202103 10628213 277065 277065 0 0 0 273585 0 3480 ------------ PAGE TOTAL 1743847659
MFS 13F REPORT DATE: 020331 PAGE: 20
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- IRON MTN INC PA COM 462846106 39040500 1230785 1230785 0 0 0 1230785 0 0 ISTAR FINL INC COM 45031U101 2976700 103000 103000 0 0 0 103000 0 0 ITT INDS INC IND COM 450911102 8368560 132750 132750 0 0 0 132750 0 0 IVAX CORP COM 465823102 26286818 1637808 1637808 0 0 0 1500880 0 136928 IVEX PACKAGING CORP DEL COM 465855104 7769880 339000 339000 0 0 0 339000 0 0 J D EDWARDS & CO COM 281667105 38105531 2112280 2112280 0 0 0 1797250 0 315030 J P MORGAN CHASE & CO COM 46625H100 6305950 176885 176885 0 0 0 176340 0 545 JACK IN THE BOX INC COM 466367109 55221939 1862460 1862460 0 0 0 1610660 0 251800 JDA SOFTWARE GROUP INC COM 46612K108 1316644 41300 41300 0 0 0 39200 0 2100 JEFFERSON SMURFIT GROUP PLC SPONSORED ADR 47508W107 12741831 532018 532018 0 0 0 532018 0 0 JOHNSON & JOHNSON COM 478160104 907966252 13979465 13979465 0 0 0 13931626 0 47839 JOHNSON CTLS INC COM 478366107 550613 6235 6235 0 0 0 4365 0 1870 KANSAS CITY SOUTHN INDS INC COM NEW 485170302 191280 12000 12000 0 0 0 12000 0 0 KB HOME COM 48666K109 20106178 463276 463276 0 0 0 417076 0 46200 KEANE INC COM 486665102 38381426 2251110 2251110 0 0 0 1912790 0 338320 KELLOGG CO COM 487836108 207031192 6167149 5811449 0 355700 0 5669919 0 497230 KERR MCGEE CORP COM 492386107 44736316 711795 711795 0 0 0 711795 0 0 KEYCORP NEW COM 493267108 2611700 98000 98000 0 0 0 98000 0 0 KEYSPAN CORP COM 49337W100 79506655 2184849 2184849 0 0 0 2184849 0 0 KIMBERLY CLARK CORP COM 494368103 328256884 5077446 4920756 0 156690 0 4854960 0 222486 KINDER MORGAN ENERGY PARTNER UT LTD PARTNER 494550106 401676 12172 12172 0 0 0 12172 0 0 ------------ PAGE TOTAL 1827874525
MFS 13F REPORT DATE: 020331 PAGE: 21
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- KINDER MORGAN INC KANS COM 49455P101 100311606 2071270 2071270 0 0 0 2071270 0 0 KINDER MORGAN MANAGEMENT LLC SHS 49455U100 56257776 1671354 1671354 0 0 0 1671354 0 0 KING PHARMACEUTICALS INC COM 495582108 601822 17190 17190 0 0 0 10300 0 6890 KLA-TENCOR CORP COM 482480100 235869848 3546915 3546915 0 0 0 3538915 0 8000 KNIGHT TRANSN INC COM 499064103 20634331 976080 976080 0 0 0 871380 0 104700 KOHLS CORP COM 500255104 19826944 278664 278664 0 0 0 278664 0 0 KOREA TELECOM SPONSORED ADR 50063P103 30502968 1272017 1272017 0 0 0 1272017 0 0 KPMG CONSULTING INC COM 48265R109 39923078 1976390 1976390 0 0 0 1678020 0 298370 KRAFT FOODS INC CL A 50075N104 6618813 171250 171250 0 0 0 171000 0 250 KROGER CO COM 501044101 422530526 19067262 19067262 0 0 0 18426476 0 640786 L-3 COMMUNICATIONS HLDGS INC COM 502424104 16328480 145790 145790 0 0 0 145790 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 166062304 1732342 1732342 0 0 0 1732342 0 0 LAM RESEARCH CORP COM 512807108 39028732 1331130 1331130 0 0 0 1331130 0 0 LAMAR ADVERTISING CO CL A 512815101 123000813 3028085 3028085 0 0 0 3028085 0 0 LAUDER ESTEE COS INC CL A 518439104 141929778 4154853 4154853 0 0 0 4051973 0 102880 LEAR CORP COM 521865105 571200 12000 12000 0 0 0 8400 0 3600 LEE ENTERPRISES INC COM 523768109 3994425 108250 108250 0 0 0 108250 0 0 LEGATO SYS INC COM 524651106 31196584 3462440 3462440 0 0 0 3151800 0 310640 LEHMAN BROS HLDGS INC COM 524908100 21052796 325693 325693 0 0 0 320583 0 5110 LENNAR CORP COM 526057104 25509460 483500 483500 0 0 0 480700 0 2800 LEXMARK INTL NEW CL A 529771107 271059674 4740463 4740463 0 0 0 4736474 0 3989 ------------ PAGE TOTAL 1772811956
MFS 13F REPORT DATE: 020331 PAGE: 22
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- LIBERTY MEDIA CORP NEW COM SER A 530718105 8462480 669500 669500 0 0 0 669500 0 0 LIFEPOINT HOSPITALS INC COM 53219L109 15223824 411900 411900 0 0 0 359110 0 52790 LIGHTBRIDGE INC COM 532226107 4272164 367340 367340 0 0 0 309840 0 57500 LILLY ELI & CO COM 532457108 818733948 10744540 10744540 0 0 0 10611982 0 132558 LINCARE HLDGS INC COM 532791100 176600721 6511826 6511826 0 0 0 6092066 0 419760 LINCOLN NATL CORP IND COM 534187109 24054086 474159 474159 0 0 0 473809 0 350 LINEAR TECHNOLOGY CORP COM 535678106 514959146 11645390 11645390 0 0 0 11620860 0 24530 LOCKHEED MARTIN CORP COM 539830109 11097681 192735 192735 0 0 0 190595 0 2140 LOEWS CORP CAROLNA GP STK 540424207 6340186 211410 211410 0 0 0 211410 0 0 LOEWS CORP COM 540424101 623643 10646 10646 0 0 0 10646 0 0 LOWES COS INC COM 548661102 586316437 13481638 13481638 0 0 0 13451058 0 30580 LSI LOGIC CORP COM 502161102 8683549 510797 510797 0 0 0 510597 0 200 LTX CORP COM 502392103 39718880 1460790 1460790 0 0 0 1360010 0 100780 LYONDELL CHEMICAL CO COM 552078107 2159300 130000 130000 0 0 0 130000 0 0 MACRONIX INTL LTD SPONSORED ADR 556103109 180212 20340 20340 0 0 0 20340 0 0 MACROVISION CORP COM 555904101 169968583 6377808 6377808 0 0 0 5981090 0 396718 MAGYAR TAVKOZLESI RT SPONSORED ADR 559776109 1507312 86280 86280 0 0 0 86280 0 0 MAHANAGAR TEL NIGAM LTD SPONS ADR 2001 559778402 1278953 214950 214950 0 0 0 214950 0 0 MANDALAY RESORT GROUP COM 562567107 6025489 196270 196270 0 0 0 196270 0 0 MANHATTAN ASSOCS INC COM 562750109 6045327 158670 158670 0 0 0 158670 0 0 MANPOWER INC COM 56418H100 35339587 908940 908940 0 0 0 908940 0 0 ------------ PAGE TOTAL 2437591508
MFS 13F REPORT DATE: 020331 PAGE: 23
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- MARATHON OIL CORP COM 565849106 677664 23530 23530 0 0 0 14100 0 9430 MARSH & MCLENNAN COS INC COM 571748102 31527403 279647 279647 0 0 0 279490 0 157 MARSH SUPERMARKETS INC CL B 571783208 559370 42700 42700 0 0 0 42700 0 0 MARTIN MARIETTA MATLS INC COM 573284106 26552538 628909 628909 0 0 0 529689 0 99220 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 3526776 80520 80520 0 0 0 80520 0 0 MASSEY ENERGY CORP COM 576206106 257252 15222 15222 0 0 0 15222 0 0 MATTSON TECHNOLOGY INC COM 577223100 9912910 1416130 1416130 0 0 0 1194820 0 221310 MAXIM INTEGRATED PRODS INC COM 57772K101 199633888 3583448 3583448 0 0 0 3573157 0 10291 MBNA CORP COM 55262L100 9717326 251940 251940 0 0 0 251790 0 150 MCCLATCHY CO CL A 579489105 13182515 222040 222040 0 0 0 222040 0 0 MCCORMICK & CO INC COM NON VTG 579780206 7486966 146430 146430 0 0 0 146430 0 0 MCDATA CORP CL B 580031102 6282320 519200 519200 0 0 0 502990 0 16210 MCDATA CORP CL A 580031201 92244690 7771246 7771246 0 0 0 7368719 0 402527 MCDONALDS CORP COM 580135101 17084426 615655 615655 0 0 0 615655 0 0 MCGRAW HILL COS INC COM 580645109 89370236 1309454 1309454 0 0 0 1309454 0 0 MCKESSON CORP COM 58155Q103 141115854 3770127 3770127 0 0 0 3759927 0 10200 MDU RES GROUP INC COM 552690109 34322270 1107170 1107170 0 0 0 1107170 0 0 MED-DESIGN CORP COM 583926100 5233625 372500 372500 0 0 0 372500 0 0 MEDICIS PHARMACEUTICAL CORP CL A NEW 584690309 23672415 426530 426530 0 0 0 364280 0 62250 MEDIMMUNE INC COM 584699102 36095501 917760 917760 0 0 0 916480 0 1280 MEDTRONIC INC COM 585055106 5781455 127880 127880 0 0 0 127260 0 620 ------------ PAGE TOTAL 754237398
MFS 13F REPORT DATE: 020331 PAGE: 24
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- MELLON FINL CORP COM 58551A108 838190429 21720405 21450645 0 269760 0 21312268 0 408137 MEMBERWORKS INC COM 586002107 2219259 117235 117235 0 0 0 80696 0 36539 MERCK & CO INC COM 589331107 302456166 5252799 5078289 0 174510 0 5001572 0 251227 MERCURY INTERACTIVE CORP COM 589405109 17957544 476960 476960 0 0 0 476960 0 0 MEREDITH CORP COM 589433101 20719374 487400 487400 0 0 0 487400 0 0 MERRILL LYNCH & CO INC COM 590188108 969308387 17502860 17342760 0 160100 0 17248445 0 254415 METASOLV INC COM 59139P104 16069735 2134095 2134095 0 0 0 1785980 0 348115 METLIFE INC COM 59156R108 555222024 17626096 17377746 0 248350 0 17006408 0 619688 METRO GOLDWYN MAYER INC COM 591610100 1864764 112200 112200 0 0 0 112200 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 27748408 613089 613089 0 0 0 509389 0 103700 MGM MIRAGE COM 552953101 4479658 123645 123645 0 0 0 123645 0 0 MICHAELS STORES INC COM 594087108 55324080 1463600 1463600 0 0 0 1245720 0 217880 MICREL INC COM 594793101 24201869 959630 959630 0 0 0 959630 0 0 MICROCHIP TECHNOLOGY INC COM 595017108 27897682 666930 666930 0 0 0 666930 0 0 MICROMUSE INC COM 595094103 23344699 2664920 2664920 0 0 0 2267620 0 397300 MICRON TECHNOLOGY INC COM 595112103 125852929 3825317 3825317 0 0 0 3819387 0 5930 MICROSOFT CORP COM 594918104 1136526330 18844741 18844741 0 0 0 18812988 0 31753 MICROTUNE INC DEL COM 59514P109 14529363 1011090 1011090 0 0 0 948390 0 62700 MILLICOM INTL CELLULAR S A ORD L6388F102 900682 134030 134030 0 0 0 134030 0 0 MINNESOTA MNG & MFG CO COM 604059105 765383269 6654928 6574638 0 80290 0 6520559 0 134369 MIRANT CORP COM 604675108 34389266 2379880 2379880 0 0 0 2372470 0 7410 ------------ PAGE TOTAL 4964585917
MFS 13F REPORT DATE: 020331 PAGE: 25
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- MKS INSTRUMENT INC COM 55306N104 6488685 189506 189506 0 0 0 159376 0 30130 MOBILE TELESYSTEMS OJSC SPONSORED ADR 607409109 2838336 77635 77635 0 0 0 77635 0 0 MOLEX INC COM 608554101 25272350 728940 728940 0 0 0 728940 0 0 MOOG INC CL A 615394202 628000 19625 19625 0 0 0 19625 0 0 MORGAN STANLEY DEAN WITTER&C COM NEW 617446448 321766594 5614493 5614493 0 0 0 5612973 0 1520 MOTOROLA INC COM 620076109 228431154 16086701 16086701 0 0 0 16051751 0 34950 MPS GROUP INC COM 553409103 14622326 1671123 1671123 0 0 0 1334797 0 336326 MYLAN LABS INC COM 628530107 31550423 1070958 1070958 0 0 0 1070958 0 0 NABORS INDS INC COM 629568106 7923143 187530 187530 0 0 0 187530 0 0 NASDAQ 100 TR UNIT SER 1 631100104 818562 22700 22700 0 0 0 22700 0 0 NATIONAL CITY CORP COM 635405103 87467475 2843546 2648746 0 194800 0 2575217 0 268329 NATIONAL COMMERCE FINL CORP COM 63545P104 5051260 181700 181700 0 0 0 181700 0 0 NATIONAL FUEL GAS CO N J COM 636180101 164751370 6765970 6447810 0 318160 0 6328933 0 437037 NATIONAL PROCESSING INC COM 637229105 15722458 550121 550121 0 0 0 380361 0 169760 NATIONAL SEMICONDUCTOR CORP COM 637640103 13673423 405860 405860 0 0 0 405860 0 0 NATIONAL-OILWELL INC COM 637071101 4662822 184083 184083 0 0 0 152193 0 31890 NATIONWIDE FINL SVCS INC CL A 638612101 52316580 1222350 1222350 0 0 0 1222350 0 0 NAVISTAR INTL CORP NEW COM 63934E108 6498810 146700 146700 0 0 0 146700 0 0 NBTY INC COM 628782104 2003868 117460 117460 0 0 0 117460 0 0 NCO GROUP INC COM 628858102 20358629 733380 733380 0 0 0 618650 0 114730 NDCHEALTH CORP COM 639480102 45351693 1246268 1246268 0 0 0 1050232 0 196036 ------------ PAGE TOTAL 1058197960
MFS 13F REPORT DATE: 020331 PAGE: 26
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- NETEGRITY INC COM 64110P107 48332271 3267902 3267902 0 0 0 2961676 0 306226 NETRO CORP COM 64114R109 161840 57800 57800 0 0 0 57800 0 0 NETSCREEN TECHNOLOGIES INC COM 64117V107 13429557 806580 806580 0 0 0 792190 0 14390 NETWORK APPLIANCE INC COM 64120L104 33722623 1654692 1654692 0 0 0 1633900 0 20792 NETWORKS ASSOCS INC COM 640938106 65916928 2723840 2723840 0 0 0 2717440 0 6400 NEW YORK TIMES CO CL A 650111107 153528802 3207873 3207873 0 0 0 3201828 0 6045 NEWELL RUBBERMAID INC COM 651229106 4395778 137540 137540 0 0 0 137540 0 0 NEWFIELD EXPL CO COM 651290108 145514517 3933888 3933888 0 0 0 3623275 0 310613 NEWS CORP LTD ADR NEW 652487703 57854787 2038576 2038576 0 0 0 2032076 0 6500 NEXTEL COMMUNICATIONS INC CL A 65332V103 80700 15000 15000 0 0 0 15000 0 0 NEXTEL PARTNERS INC CL A 65333F107 17284203 2871130 2871130 0 0 0 2871130 0 0 NICOR INC COM 654086107 83648521 1836411 1679101 0 157310 0 1627356 0 209055 NIKE INC CL B 654106103 336176260 5602004 5602004 0 0 0 5591752 0 10252 NISOURCE INC COM 65473P105 184576982 8042570 7921810 0 120760 0 7877280 0 165290 NOBLE DRILLING CORP COM 655042109 167981191 4058497 4058497 0 0 0 4058497 0 0 NOKIA CORP SPONSORED ADR 654902204 423220399 20405998 20405998 0 0 0 20362905 0 43093 NORFOLK SOUTHERN CORP COM 655844108 215460 9000 9000 0 0 0 5400 0 3600 NORTHERN TR CORP COM 665859104 18112946 301330 301330 0 0 0 301330 0 0 NORTHROP GRUMMAN CORP COM 666807102 602866709 5332744 5261604 0 71140 0 5216921 0 115823 NOVELLUS SYS INC COM 670008101 491569598 9079601 9079601 0 0 0 9062751 0 16850 NOVEN PHARMACEUTICALS INC COM 670009109 51911183 2502950 2502950 0 0 0 2129520 0 373430 ------------ PAGE TOTAL 2900501254
MFS 13F REPORT DATE: 020331 PAGE: 27
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- NOVOSTE CORP COM 67010C100 4822950 584600 584600 0 0 0 482720 0 101880 NRG ENERGY INC COM 629377102 34119790 2829170 2829170 0 0 0 2829170 0 0 NSTAR COM 67019E107 119442925 2634383 2435023 0 199360 0 2359817 0 274566 O REILLY AUTOMOTIVE INC COM 686091109 24610078 779540 779540 0 0 0 717330 0 62210 OCCIDENTAL PETE CORP DEL COM 674599105 137133989 4704425 4704425 0 0 0 4704175 0 250 OCEANEERING INTL INC COM 675232102 6134950 211550 211550 0 0 0 211550 0 0 OFFICE DEPOT INC COM 676220106 112352032 5660052 5660052 0 0 0 5464282 0 195770 OIL STS INTL INC COM 678026105 946512 87640 87640 0 0 0 87640 0 0 OMNICARE INC COM 681904108 3708743 143250 143250 0 0 0 143250 0 0 OMNICOM GROUP INC COM 681919106 2215568 23470 23470 0 0 0 23470 0 0 ONESOURCE INFORMATION SVCS I COM 68272J106 4120162 565180 565180 0 0 0 565180 0 0 ONI SYSTEMS CORP COM 68273F103 106617088 17279917 17279917 0 0 0 15470161 0 1809756 ORACLE CORP COM 68389X105 906963226 70856502 70856502 0 0 0 70589291 0 267211 ORBOTECH LTD ORD M75253100 1047857 33350 33350 0 0 0 33350 0 0 ORTHODONTIC CTRS AMER INC COM 68750P103 57830967 2094566 2094566 0 0 0 1775196 0 319370 OSTEOTECH INC COM 688582105 8288283 1240761 1240761 0 0 0 1022981 0 217780 OUTBACK STEAKHOUSE INC COM 689899102 107172285 2996150 2996150 0 0 0 2775990 0 220160 OWENS ILL INC COM NEW 690768403 81750620 4808860 4808860 0 0 0 4808860 0 0 OWENS ILL INC PFD CONV $.01 690768502 5475738 212650 212650 0 0 0 212650 0 0 P A M TRANSN SVCS INC COM 693149106 5249750 207500 207500 0 0 0 207500 0 0 P F CHANGS CHINA BISTRO INC COM 69333Y108 19032193 285640 285640 0 0 0 285640 0 0 ------------ PAGE TOTAL 1749035706
MFS 13F REPORT DATE: 020331 PAGE: 28
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 124332 14890 14890 0 0 0 14890 0 0 PACCAR INC COM 693718108 4785006 65360 65360 0 0 0 65360 0 0 PALL CORP COM 696429307 51305321 2503920 2220250 0 283670 0 2117120 0 386800 PALM INC COM 696642107 1809385 453480 453480 0 0 0 453480 0 0 PANERA BREAD CO CL A 69840W180 15235609 239140 239140 0 0 0 239140 0 0 PAPA JOHNS INTL INC COM 698813102 19261316 690865 690865 0 0 0 584485 0 106380 PAREXEL INTL CORP COM 699462107 23885661 1489131 1489131 0 0 0 1251921 0 237210 PARKER HANNIFIN CORP COM 701094104 13561822 271780 271780 0 0 0 271780 0 0 PARTNER COMMUNICATIONS CO LT ADR 70211M109 56564424 11543760 11543760 0 0 0 11543760 0 0 PENNEY J C INC COM 708160106 580708 28040 28040 0 0 0 16800 0 11240 PEOPLESOFT INC COM 712713106 378798200 10369510 10369510 0 0 0 10350274 0 19236 PEPSICO INC COM 713448108 616332687 11967625 11755715 0 211910 0 11648521 0 319104 PEREGRINE SYSTEMS INC COM 71366Q101 63412606 6660988 6660988 0 0 0 6316053 0 344935 PETCO ANIMAL SUPPLIES COM NEW 716016209 17607104 746380 746380 0 0 0 699980 0 46400 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 3148077 118930 118930 0 0 0 118930 0 0 PETSMART INC COM 716768106 23606197 1740870 1740870 0 0 0 1725370 0 15500 PFIZER INC COM 717081103 1843366089 46385659 46117509 0 268150 0 45923355 0 462304 PG&E CORP COM 69331C108 13612827 577794 577794 0 0 0 568644 0 9150 PHARMACEUTICAL PROD DEV INC COM 717124101 37211785 1067770 1067770 0 0 0 907570 0 160200 PHARMACIA CORP COM 71713U102 145919317 3236897 3236897 0 0 0 3223313 0 13584 PHELPS DODGE CORP COM 717265102 37086016 880903 880903 0 0 0 880903 0 0 ------------ PAGE TOTAL 3367214489
MFS 13F REPORT DATE: 020331 PAGE: 29
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- PHILIP MORRIS COS INC COM 718154107 695190487 13198984 12911684 0 287300 0 12758496 0 440488 PIER 1 IMPORTS INC COM 720279108 25828920 1254440 1254440 0 0 0 1060620 0 193820 PINNACLE WEST CAP CORP COM 723484101 125031900 2757043 2617103 0 139940 0 2569593 0 187450 PLAYBOY ENTERPRISES INC CL B 728117300 33209327 1944340 1944340 0 0 0 1902870 0 41470 PNC FINL SVCS GROUP INC COM 693475103 154036078 2505059 2393524 0 111535 0 2351885 0 153174 POHANG IRON & STL LTD SPONSORED ADR 730450103 1114513 42620 42620 0 0 0 42620 0 0 PORTUGAL TELECOM SGPS S A SPONSORED ADR 737273102 496222 67330 67330 0 0 0 67330 0 0 PPG INDS INC COM 693506107 94731940 1725222 1617572 0 107650 0 1577425 0 147797 PPL CORP COM 69351T106 45841049 1157310 1157310 0 0 0 1151220 0 6090 PRAXAIR INC COM 74005P104 717951564 12005879 11859629 0 146250 0 11560820 0 445059 PRECISE SOFTWARE SOLUTIONS L ORD M41450103 1675250 71930 71930 0 0 0 71930 0 0 PRIDE INTL INC DEL COM 74153Q102 6921461 435312 435312 0 0 0 369282 0 66030 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 21920300 866415 866415 0 0 0 811780 0 54635 PROBUSINESS SERVICES INC COM 742674104 20547755 952608 952608 0 0 0 800608 0 152000 PROCTER & GAMBLE CO COM 742718109 492815273 5470255 5318175 0 152080 0 5241394 0 228861 PROGRESS ENERGY INC COM 743263105 11806087 235933 235933 0 0 0 235933 0 0 PROQUEST COMPANY COM 74346P102 2999842 69780 69780 0 0 0 69780 0 0 PRUDENTIAL FINL INC COM 744320102 1460592 47040 47040 0 0 0 41560 0 5480 PUBLIC SVC ENTERPRISE GROUP COM 744573106 19131118 417710 417710 0 0 0 417710 0 0 QLOGIC CORP COM 747277101 447736467 9041528 9041528 0 0 0 8985456 0 56072 QUALCOMM INC COM 747525103 105367534 2799350 2799350 0 0 0 2795960 0 3390 ------------ PAGE TOTAL 3025813678
MFS 13F REPORT DATE: 020331 PAGE: 30
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- QUEST DIAGNOSTICS INC COM 74834L100 29517052 356271 356271 0 0 0 356271 0 0 QUEST SOFTWARE INC COM 74834T103 20515905 1357770 1357770 0 0 0 1357770 0 0 QUESTAR CORP COM 748356102 1172119 45590 45590 0 0 0 45590 0 0 QUINENCO S A SPONSORED ADR 748718103 301082 49520 49520 0 0 0 49520 0 0 RADIANT SYSTEMS INC COM 75025N102 15121373 1670870 1670870 0 0 0 1480746 0 190124 RARE HOSPITALITY INTL INC COM 753820109 9506572 373980 373980 0 0 0 318630 0 55350 RATIONAL SOFTWARE CORP COM NEW 75409P202 415050490 26219235 26219235 0 0 0 25766445 0 452790 REED INTL PLC SPON ADR NEW 758212872 26854299 678653 574223 0 104430 0 572495 0 106158 REGIONS FINL CORP COM 758940100 3748959 109140 109140 0 0 0 109140 0 0 REGIS CORP MINN COM 758932107 49275570 1754828 1754828 0 0 0 1463558 0 291270 RELIANT RES INC COM 75952B105 3718103 219876 219876 0 0 0 200818 0 19058 RENAISSANCE RE HLDGS LTD COM G7496G103 9793240 95080 95080 0 0 0 95080 0 0 RENAL CARE GROUP INC COM 759930100 18173168 554060 554060 0 0 0 476620 0 77440 RETEK INC COM 76128Q109 18078113 688690 688690 0 0 0 688690 0 0 REUTERS GROUP PLC SPONSORED ADR 76132M102 21462673 454814 454814 0 0 0 454480 0 334 RF MICRODEVICES INC COM 749941100 15754238 880125 880125 0 0 0 880125 0 0 RIVERSTONE NETWORKS INC COM 769320102 19570674 3261779 3261779 0 0 0 2987620 0 274159 ROBERT HALF INTL INC COM 770323109 58786305 1991406 1991406 0 0 0 1991406 0 0 ROCKWELL AUTOMATION INC COM 773903103 4257895 212258 212258 0 0 0 194538 0 17720 ROCKWELL COLLINS INC COM 774341101 3527017 139850 139850 0 0 0 139850 0 0 ROGERS COMMUNICATIONS INC CL B 775109200 780900 57000 57000 0 0 0 57000 0 0 ------------ PAGE TOTAL 744965747
MFS 13F REPORT DATE: 020331 PAGE: 31
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- ROHM & HAAS CO COM 775371107 8612174 203742 203742 0 0 0 203386 0 356 ROSLYN BANCORP INC COM 778162107 207000 10000 10000 0 0 0 10000 0 0 ROSTELECOM OPEN JT STK LNG D SPONSORED ADR 778529107 981092 126920 126920 0 0 0 126920 0 0 ROYAL CARIBBEAN CRUISES LTD NOTE 5/1 780153AM4 1856250 5000000 5000000 0 0 0 5000000 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 1691250 75000 75000 0 0 0 75000 0 0 ROYAL DUTCH PETE CO NY REG GLD1.25 780257804 65105508 1198555 1198555 0 0 0 1193205 0 5350 RSA SEC INC COM 749719100 17685891 1965099 1965099 0 0 0 1799929 0 165170 RYDER SYS INC COM 783549108 4636598 156960 156960 0 0 0 156960 0 0 S1 CORPORATION COM 78463B101 119439779 7735737 7735737 0 0 0 7063258 0 672479 SABRE HLDGS CORP CL A 785905100 79385513 1699540 1699540 0 0 0 1699540 0 0 SAFECO CORP COM 786429100 166686306 5202444 5056074 0 146370 0 4824894 0 377550 SAFEWAY INC COM NEW 786514208 378694374 8411692 8411692 0 0 0 8208935 0 202757 SANDISK CORP COM 80004C101 10647756 490680 490680 0 0 0 490680 0 0 SAP AKTIENGESELLSCHAFT SPONSORED ADR 803054208 3850386 103505 103505 0 0 0 103505 0 0 SAPIENT CORP COM 803062108 1911970 402520 402520 0 0 0 341120 0 61400 SAPPI LTD SPON ADR NEW 803069202 841428 62840 62840 0 0 0 62840 0 0 SARA LEE CORP COM 803111103 442250 21303 21303 0 0 0 21303 0 0 SBA COMMUNICATIONS CORP COM 78388J106 9283229 2821650 2821650 0 0 0 2301956 0 519694 SBC COMMUNICATIONS INC COM 78387G103 157386977 4203712 4203712 0 0 0 4188888 0 14824 SCHERING PLOUGH CORP COM 806605101 46588610 1488454 1488454 0 0 0 1482605 0 5849 SCHLUMBERGER LTD COM 806857108 263692707 4483045 4348845 0 134200 0 4298164 0 184881 ------------ PAGE TOTAL 1339627048
MFS 13F REPORT DATE: 020331 PAGE: 32
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- SCHOLASTIC CORP COM 807066105 235230011 4340838 4340838 0 0 0 3825308 0 515530 SCHWAB CHARLES CORP NEW COM 808513105 5170550 395000 395000 0 0 0 395000 0 0 SCRIPPS E W CO OHIO CL A 811054204 34859940 424500 424500 0 0 0 424500 0 0 SEARS ROEBUCK & CO COM 812387108 722166661 14085560 13691280 0 394280 0 13522611 0 562949 SELECT MEDICAL CORP COM 816196109 8307749 518910 518910 0 0 0 441420 0 77490 SEMCO ENERGY INC INCOME PRIDES 78412D307 1024381 118700 118700 0 0 0 118700 0 0 SEMTECH CORP COM 816850101 4526000 124000 124000 0 0 0 124000 0 0 SEPRACOR INC COM 817315104 5614942 289430 289430 0 0 0 250630 0 38800 SHIRE PHARMACEUTICALS GRP PL SPONSORED ADR 82481R106 49613469 2113820 2113820 0 0 0 2085420 0 28400 SIEBEL SYS INC COM 826170102 65575123 2010890 2010890 0 0 0 2009190 0 1700 SILGAN HOLDINGS INC COM 827048109 3792299 113440 113440 0 0 0 113440 0 0 SILICONWARE PRECISION INDS L SPONSD ADR SPL 827084864 527904 101520 101520 0 0 0 101520 0 0 SIMPLEX SOLUTIONS INC COM 828854109 10069020 1014000 1014000 0 0 0 1014000 0 0 SK TELECOM LTD SPONSORED ADR 78440P108 9212626 374497 374497 0 0 0 374497 0 0 SL GREEN RLTY CORP COM 78440X101 280795 8357 8357 0 0 0 8357 0 0 SMARTFORCE PUB LTD CO SPONSORED ADR 83170A206 42685639 4065299 4065299 0 0 0 3725519 0 339780 SMITH INTL INC COM 832110100 7138140 105360 105360 0 0 0 105360 0 0 SMITHFIELD FOODS INC COM 832248108 300150 11500 11500 0 0 0 6900 0 4600 SMUCKER J M CO COM 832696306 24994052 739469 629349 0 110120 0 589859 0 149610 SMURFIT-STONE CONTAINER CORP COM 832727101 17651458 1029840 1029840 0 0 0 1029840 0 0 SOLECTRON CORP NOTE 11/2 834182AL1 2572125 5700000 5700000 0 0 0 5700000 0 0 ------------ PAGE TOTAL 1251313036
MFS 13F REPORT DATE: 020331 PAGE: 33
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- SONG NETWORKS HLDG AKTIEBOLA SPONSORED AD83544Q101 88163 251893 251893 0 0 0 251893 0 0 SONIC CORP COM 835451105 52749464 2051710 2051710 0 0 0 1796358 0 255352 SONICWALL INC COM 835470105 5547868 425450 425450 0 0 0 355130 0 70320 SOUTHTRUST CORP COM 844730101 123038520 4660550 4444960 0 215590 0 4358050 0 302500 SOUTHWEST AIRLS CO COM 844741108 71362994 3688010 3688010 0 0 0 3676810 0 11200 SOVEREIGN BANCORP INC UNIT 11/12/2029 845905306 3199600 40000 40000 0 0 0 40000 0 0 SPANISH BROADCASTING SYS INC CL A 846425882 22517905 1661838 1661838 0 0 0 1384898 0 276940 SPDR TR UNIT SER 1 78462F103 1563198 13650 13650 0 0 0 13550 0 100 SPHERION CORP COM 848420105 18518640 1675895 1675895 0 0 0 1415807 0 260088 SPRINT CORP COM FON GROUP 852061100 67112473 4389305 4389305 0 0 0 4387905 0 1400 SPRINT CORP PCS COM SER 1 852061506 93256552 9062833 9062833 0 0 0 8788267 0 274566 SPRINT CORP EQUITY UNIT 852061605 1116000 80000 80000 0 0 0 80000 0 0 SPX CORP COM 784635104 153835590 1086563 1086563 0 0 0 1079133 0 7430 ST JUDE MED INC COM 790849103 6421195 83230 83230 0 0 0 83230 0 0 ST PAUL COS INC COM 792860108 620105569 13524658 13413488 0 111170 0 13170795 0 353863 STAGE STORES INC COM NEW 85254C305 3258500 122500 122500 0 0 0 122500 0 0 STANLEY WKS COM 854616109 231250 5000 5000 0 0 0 5000 0 0 STAPLES INC COM 855030102 5427846 271800 271800 0 0 0 271800 0 0 STARBUCKS CORP COM 855244109 31170913 1347640 1347640 0 0 0 1347640 0 0 STARWOOD HOTELS&RESORTS WRLD PAIRED CTF 85590A203 206310144 5485513 5485513 0 0 0 5480813 0 4700 STATE STR CORP COM 857477103 83865423 1514363 1514363 0 0 0 1513179 0 1184 ------------ PAGE TOTAL 1570697805
MFS 13F REPORT DATE: 020331 PAGE: 34
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- STATION CASINOS INC COM 857689103 11366156 682652 682652 0 0 0 640532 0 42120 STERIS CORP COM 859152100 41985110 2012709 2012709 0 0 0 1614919 0 397790 STMICROELECTRONICS N V NY REGISTRY 861012102 739544769 21802617 21802617 0 0 0 21752530 0 50087 STORAGENETWORKS INC COM 86211E103 45902609 13152610 13152610 0 0 0 11826810 0 1325800 STUDENT LN CORP COM 863902102 13284015 145022 145022 0 0 0 99732 0 45290 SUN MICROSYSTEMS INC COM 866810104 84392097 9568265 9373315 0 194950 0 9286450 0 281815 SUNGARD DATA SYS INC COM 867363103 355438987 10780679 10780679 0 0 0 10514667 0 266012 SUNOCO INC COM 86764P109 534134 13350 13350 0 0 0 8000 0 5350 SUNRISE ASSISTED LIVING INC COM 86768K106 32886737 1206410 1206410 0 0 0 1039530 0 166880 SUNTRUST BKS INC COM 867914103 222882204 3340060 3250570 0 89490 0 3124306 0 215754 SWIFT TRANSN CO COM 870756103 21278621 970740 970740 0 0 0 862040 0 108700 SWITCHBOARD INC COM 871045100 12866080 2418436 2418436 0 0 0 2171068 0 247368 SYLVAN LEARNING SYS INC COM 871399101 35765348 1266030 1266030 0 0 0 1204400 0 61630 SYNGENTA AG SPONSORED ADR 87160A100 70381387 5722064 4916084 0 805980 0 4892726 0 829338 SYNOVUS FINL CORP COM 87161C105 5418125 177760 177760 0 0 0 177760 0 0 SYSCO CORP COM 871829107 27838401 933548 933548 0 0 0 933078 0 470 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 105675434 5092792 5092792 0 0 0 5088792 0 4000 TALBOTS INC COM 874161102 65759606 1857616 1857616 0 0 0 1648750 0 208866 TALISMAN ENERGY INC COM 87425E103 2940792 70455 70455 0 0 0 70455 0 0 TARGET CORP COM 87612E106 898233841 20831026 20831026 0 0 0 20786879 0 44147 TECHNOLOGY SOLUTIONS CO COM 87872T108 6187737 3535850 3535850 0 0 0 2940576 0 595274 ------------ PAGE TOTAL 2800562188
MFS 13F REPORT DATE: 020331 PAGE: 35
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- TEKELEC COM 879101103 51631895 4505401 4505401 0 0 0 4021402 0 483999 TEKTRONIX INC COM 879131100 98146672 4148211 4148211 0 0 0 4034031 0 114180 TELEFONICA S A SPONSORED ADR 879382208 43453862 1312409 1312409 0 0 0 1312409 0 0 TELEFONOS DE MEXICO S A SPON ADR ORD L 879403780 47062953 1165213 1165213 0 0 0 1165213 0 0 TELEPHONE & DATA SYS INC COM 879433100 139763819 1583726 1583726 0 0 0 1583726 0 0 TENET HEALTHCARE CORP COM 88033G100 324201208 4837380 4837380 0 0 0 4822070 0 15310 TERADYNE INC COM 880770102 21682163 549890 549890 0 0 0 549890 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 51295494 938275 938275 0 0 0 938275 0 0 TEXAS INSTRS INC COM 882508104 719371700 21733284 21558784 0 174500 0 21454565 0 278719 THERMA-WAVE INC COM 88343A108 8265167 572380 572380 0 0 0 487930 0 84450 TIBCO SOFTWARE INC COM 88632Q103 17031655 1448270 1448270 0 0 0 1226330 0 221940 TICKETMASTER CL B 88633P203 7794034 263490 263490 0 0 0 263490 0 0 TIDEWATER INC COM 886423102 6614392 156184 156184 0 0 0 156184 0 0 TIFFANY & CO NEW COM 886547108 32571266 916210 916210 0 0 0 916210 0 0 TIME WARNER TELECOM INC CL A 887319101 1172346 192820 192820 0 0 0 192820 0 0 TJX COS INC NEW COM 872540109 78144731 1953130 1953130 0 0 0 1947130 0 6000 TOLL BROTHERS INC WHEN ISSUED 889478103 22682249 455010 455010 0 0 0 408810 0 46200 TOTAL FINA ELF S A SPONSORED ADR 89151E109 57016444 744340 744340 0 0 0 741190 0 3150 TRANSOCEAN SEDCO FOREX INC DBCV 1.500% 5/1 893830AD1 1782500 2000000 2000000 0 0 0 2000000 0 0 TRANSOCEAN SEDCO FOREX INC ORD G90078109 58283759 1753950 1753950 0 0 0 1753600 0 350 TRANSWITCH CORP COM 894065101 2013050 617500 617500 0 0 0 617500 0 0 ------------ PAGE TOTAL 1789981360
MFS 13F REPORT DATE: 020331 PAGE: 36
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- TRIAD HOSPITALS INC COM 89579K109 16727864 486558 486558 0 0 0 413840 0 72718 TRIBUNE CO NEW COM 896047107 334415671 7356262 7193182 0 163080 0 7119106 0 237156 TRICO MARINE SERVICES INC COM 896106101 11802534 1345785 1345785 0 0 0 1314310 0 31475 TRICON GLOBAL RESTAURANTS COM 895953107 205266108 3492108 3492108 0 0 0 3397088 0 95020 TRIGON HEALTHCARE INC COM 89618L100 2214600 30000 30000 0 0 0 30000 0 0 TXU CORP COM 873168108 49628302 910444 910444 0 0 0 910444 0 0 TYCO INTL LTD NEW COM 902124106 962839626 29790830 29790830 0 0 0 29740093 0 50737 TYSON FOODS INC CL A 902494103 822020 65867 65867 0 0 0 65867 0 0 ULTRAPAR PARTICIPACOES S A SP ADR REP PFD 90400P101 651465 70050 70050 0 0 0 70050 0 0 UNILAB CORP NEW COM NEW 904763208 24625901 1001460 1001460 0 0 0 899330 0 102130 UNILEVER N V N Y SHS NEW 904784709 29257850 515103 515103 0 0 0 513790 0 1313 UNION PAC CORP COM 907818108 1580220 25430 25430 0 0 0 25430 0 0 UNITED DEFENSE INDS INC COM 91018B104 46654244 1740830 1740830 0 0 0 1541890 0 198940 UNITED PARCEL SERVICE INC CL B 911312106 495032019 8141974 8141974 0 0 0 8075053 0 66921 UNITED RENTALS INC COM 911363109 33432718 1216620 1216620 0 0 0 1031020 0 185600 UNITED STATES CELLULAR CORP COM 911684108 763010 18610 18610 0 0 0 18610 0 0 UNITED TECHNOLOGIES CORP COM 913017109 28749087 387454 387454 0 0 0 384311 0 3143 UNITEDHEALTH GROUP INC COM 91324P102 397252710 5198282 5198282 0 0 0 5189013 0 9269 UNIVERSAL HLTH SVCS INC CL B 913903100 206250 5000 5000 0 0 0 5000 0 0 UNIVISION COMMUNICATIONS INC CL A 914906102 69816180 1662290 1662290 0 0 0 1662290 0 0 UNOCAL CORP COM 915289102 213710471 5486790 5198120 0 288670 0 5065685 0 421105 ------------ PAGE TOTAL 2925448851
MFS 13F REPORT DATE: 020331 PAGE: 37
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- UNUMPROVIDENT CORP COM 91529Y106 134373827 4811093 4811093 0 0 0 4722423 0 88670 UPM KYMMENE CORP SPONSORED ADR 915436109 399000 11400 11400 0 0 0 11400 0 0 UROLOGIX INC COM 917273104 2075196 114210 114210 0 0 0 96450 0 17760 US BANCORP DEL COM NEW 902973304 28686967 1271022 1271022 0 0 0 1261995 0 9027 USA NETWORKS INC COM 902984103 23605269 743005 743005 0 0 0 741705 0 1300 VARIAN INC COM 922206107 36627580 965408 965408 0 0 0 808008 0 157400 VARIAN MED SYS INC COM 92220P105 1517799 37110 37110 0 0 0 37110 0 0 VEECO INSTRS INC DEL COM 922417100 29108450 831670 831670 0 0 0 763070 0 68600 VERISIGN INC COM 92343E102 679855545 25179835 25179835 0 0 0 24338075 0 841760 VERITAS SOFTWARE CO COM 923436109 1079169330 24621705 24621705 0 0 0 24400417 0 221288 VERITY INC COM 92343C106 34631655 1958804 1958804 0 0 0 1662134 0 296670 VERIZON COMMUNICATIONS COM 92343V104 465090637 10088734 9841784 0 246950 0 9737134 0 351600 VERSATEL TELECOM INTL N V SPONSORED ADR 925301103 30949 64478 64478 0 0 0 64478 0 0 VI TECHNOLOGIES INC COM 917920100 6007238 1157464 1157464 0 0 0 994574 0 162890 VIACOM INC CL B 925524308 2561998312 52966680 52621480 0 345200 0 52212313 0 754367 VIGNETTE CORP COM 926734104 24066601 6996105 6996105 0 0 0 6073350 0 922755 VISTEON CORP COM 92839U107 49560134 2994570 2994570 0 0 0 2994570 0 0 VISX INC DEL COM 92844S105 55576038 3147001 3147001 0 0 0 2993701 0 153300 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W100 63184859 3428370 3428370 0 0 0 3427974 0 396 WACHOVIA CORP 2ND NEW COM 929903102 162380180 4379185 4164655 0 214530 0 4083281 0 295904 WADDELL & REED FINL INC CL A 930059100 9235166 302991 302991 0 0 0 208801 0 94190 ------------ PAGE TOTAL 5447180731
MFS 13F REPORT DATE: 020331 PAGE: 38
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- WAL MART STORES INC COM 931142103 889436580 14509569 14509569 0 0 0 14461814 0 47755 WALGREEN CO COM 931422109 96048028 2450830 2450830 0 0 0 2444950 0 5880 WASHINGTON MUT INC COM 939322103 1078050 32540 32540 0 0 0 23170 0 9370 WASTE MGMT INC DEL COM 94106L109 39256541 1440607 1440607 0 0 0 1440057 0 550 WATCHGUARD TECHNOLOGIES INC COM 941105108 13190377 2107089 2107089 0 0 0 1833171 0 273918 WEATHERFORD INTL INC COM 947074100 5057830 106190 106190 0 0 0 106190 0 0 WEBEX INC COM 94767L109 2023350 123000 123000 0 0 0 123000 0 0 WEBMD CORP COM 94769M105 75243610 9797345 9797345 0 0 0 8479055 0 1318290 WEBMETHODS INC COM 94768C108 15368299 891950 891950 0 0 0 784450 0 107500 WEIGHT WATCHERS INTL INC NEW COM 948626106 3195169 83512 83512 0 0 0 78240 0 5272 WELLPOINT HEALTH NETWORK NEW COM 94973H108 20329831 319300 319300 0 0 0 319300 0 0 WELLS FARGO & CO NEW COM 949746101 144534174 2925793 2925793 0 0 0 2923147 0 2646 WENDYS INTL INC COM 950590109 3921608 112110 112110 0 0 0 112110 0 0 WERNER ENTERPRISES INC COM 950755108 12735002 607876 607876 0 0 0 516977 0 90899 WESTERN WIRELESS CORP CL A 95988E204 4264928 487978 487978 0 0 0 382910 0 105068 WESTWOOD ONE INC COM 961815107 149008733 3885495 3885495 0 0 0 3885495 0 0 WGL HLDGS INC COM 92924F106 62527125 2327890 2150380 0 177510 0 2083440 0 244450 WHOLE FOODS MKT INC COM 966837106 1765005 38630 38630 0 0 0 38630 0 0 WILLIAMS COS INC DEL COM 969457100 43411161 1842579 1842579 0 0 0 1827173 0 15406 WILLIAMS SONOMA INC COM 969904101 25882712 562790 562790 0 0 0 562790 0 0 WILLIS GROUP HOLDINGS LTD SHS G96655108 226045557 9151642 9151642 0 0 0 8642270 0 509372 ------------ PAGE TOTAL 1834323669
MFS 13F REPORT DATE: 020331 PAGE: 39
ITEM 6 INVESTMENT DISCRETION ITEM 8 ITEM 4 ITEM 5 (SHARES) VOTING AUTHORITY FAIR SHARES (C) ITM (SHARES) ITEM 1 ITEM 2 ITEM 3 MARKET OR (A) (B) SHARED 7 (A) (B) (C) ISSUER CLASS SECID VALUE PRN AMT SOLE SHARED (OTHER) MGRS SOLE SHARED NONE - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- WILSON GREATBATCH TECHNOLOGI COM 972232102 25907710 1007690 1007690 0 0 0 853640 0 154050 WIND RIVER SYSTEMS INC COM 973149107 16184168 1190888 1190888 0 0 0 1000908 0 189980 WORLD WRESTLING FEDN ENTMT I CL A 98156Q108 26918750 1843750 1843750 0 0 0 1570830 0 272920 WORLDCOM INC GA NEW WRLDCOM GP COM 98157D106 394883 58588 58588 0 0 0 58339 0 249 WYETH COM 983024100 1675185010 25516908 25333438 0 183470 0 25107458 0 409450 XCEL ENERGY INC COM 98389B100 2147145 84700 84700 0 0 0 84700 0 0 XILINX INC COM 983919100 67998968 1705945 1705945 0 0 0 1705865 0 80 XL CAP LTD CL A G98255105 680974434 7294852 7294852 0 0 0 7189731 0 105121 ZARLINK SEMICONDUCTOR INC COM 989139100 115229540 11940885 11940885 0 0 0 10787565 0 1153320 ZOLL MED CORP COM 989922109 19456128 506670 506670 0 0 0 426280 0 80390 ZORAN CORP COM 98975F101 76025914 1740520 1740520 0 0 0 1515020 0 225500 ------------ PAGE TOTAL 2706422650 ------------ GRAND TOTAL 96553307023
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