-----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, WhCaEGd3tXYqspDdRCmMWQn2qeGM6y4vd+i7j+SC7GlOxdvzZ46yB9lNP3I+HCLP XIHmqC5Y9AcbwhqFO97Ibw== 0000950156-02-000039.txt : 20020414 0000950156-02-000039.hdr.sgml : 20020414 ACCESSION NUMBER: 0000950156-02-000039 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20011231 FILED AS OF DATE: 20020131 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: 02523198 BUSINESS ADDRESS: STREET 1: 500 BOYLSTON ST STREET 2: 15TH FL CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 6179545261 MAIL ADDRESS: STREET 1: 500 BOYLSTON STREET STREET 2: 15TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 13F-HR 1 d57534_13f-hr.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, 2001 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: 617-954-5036 Signature, Place, and Date of Signing: /s/ James O. Yost Boston, Massachusetts January 28,2002 ------------- --------------------- ----------------- [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: 810 Form 13F Information Table Value Total: $96,937,709,581 --------------- (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 Advisors, LLC [Repeat as necessary.] MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- 3COM CORP COM 885535104 1358940 213000 213000 0 0 213000 0 0 A C MOORE ARTS & CRAFTS INC COM 00086T103 885000 30000 30000 0 0 30000 0 0 ABBOTT LABS COM 002824100 798574485 14324206 14093766 0 230440 13991636 0 332570 ABERCROMBIE & FITCH CO CL A 002896207 36502627 1375900 1375900 0 0 1375900 0 0 ABITIBI-CONSOLIDATED INC COM 003924107 42551541 5813052 5813052 0 0 5813052 0 0 ACCENTURE LTD BERMUDA CL A G1150G111 33622165 1248966 1248966 0 0 1248966 0 0 ACE LTD ORD G0070K103 732213944 18236960 18236960 0 0 17904386 0 332574 ACTIVISION INC NEW COM NEW 004930202 2205518 84795 84795 0 0 84795 0 0 ADAPTEC INC COM 00651F108 2480950 171100 171100 0 0 171100 0 0 ADELPHIA BUSINESS SOLUTIONS CL A 006847107 23200 40000 40000 0 0 40000 0 0 ADELPHIA COMMUNICATIONS CORP CL A 006848105 11122530 356720 356720 0 0 356720 0 0 ADOBE SYS INC COM 00724F101 217933026 7018777 7018777 0 0 7001147 0 17630 ADVANCED FIBRE COMMUNICATIONS COM 00754A105 195395920 11058060 11058060 0 0 10282158 0 775902 ADVANCED MICRO DEVICES INC COM 007903107 9950247 627380 627380 0 0 627380 0 0 AES CORP COM 00130H105 173072206 10585456 10585456 0 0 10576356 0 9100 AES TR III PFD CV 6.75% 00808N202 15514986 448410 448410 0 0 448410 0 0 AFC ENTERPRISES INC COM 00104Q107 5224186 184015 184015 0 0 154750 0 29265 AFFILIATED COMPUTER SERVICES CL A 008190100 373935576 3523373 3523373 0 0 3394727 0 128646 AFFYMETRIX INC COM 00826T108 8808585 233340 233340 0 0 233340 0 0 AFLAC INC COM 001055102 177443863 7224913 7224913 0 0 7211813 0 13100 ----------- PAGE TOTAL 2838819493
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- AGCO CORP COM 001084102 72211489 4576140 4576140 0 0 4126239 0 449901 AGERE SYS INC CL A 00845V100 1053219 185100 185100 0 0 185100 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 52955643 1857441 1720141 0 137300 1671661 0 185780 AGILENT TECHNOLOGIES INC SR DEB CV 144A21 00846UAA9 3341250 3000000 3000000 0 0 3000000 0 0 AGL RES INC COM 001204106 25760232 1119037 915117 0 203920 845127 0 273910 AIR PRODS & CHEMS INC COM 009158106 281723447 6005616 5756466 0 249150 5534486 0 471130 AKAMAI TECHNOLOGIES INC COM 00971T101 65715420 11063202 11063202 0 0 10348859 0 714343 AKZO NOBEL NV SPONSORED ADR 010199305 70855241 1579827 1369157 0 210670 1369157 0 210670 ALCAN INC COM 013716105 50996994 1419343 1419343 0 0 1419343 0 0 ALCOA INC COM 013817101 446329361 12554975 12093345 0 461630 11871383 0 683592 ALKERMES INC COM 01642T108 3295000 125000 125000 0 0 125000 0 0 ALLEGHENY ENERGY INC COM 017361106 11168401 308349 308349 0 0 308349 0 0 ALLEGIANCE TELECOM INC COM 01747T102 217679 26258 26258 0 0 26258 0 0 ALLERGAN INC COM 018490102 334457398 4456461 4456461 0 0 4450511 0 5950 ALLIED WASTE INDS INC COM PAR $.01 NEW 019589308 477618 33970 33970 0 0 21300 0 12670 ALLSTATE CORP COM 020002101 321312920 9534508 9224208 0 310300 8907838 0 626670 ALLTEL CORP COM 020039103 37543198 608184 608184 0 0 608030 0 154 ALPHA INDS INC COM 020753109 35621418 1634010 1634010 0 0 1507210 0 126800 ALPHARMA INC CL A 020813101 3901375 147500 147500 0 0 147500 0 0 ALTERA CORP COM 021441100 63374633 2986552 2986552 0 0 2986552 0 0 AMDOCS LTD ORD G02602103 444256773 13077915 13077915 0 0 12500538 0 577377 ------------ PAGE TOTAL 2326568708
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- AMERICA MOVIL S A DE C V SPON ADR L SHS 02364W105 1139580 58500 58500 0 0 58500 0 0 AMERICAN AXLE & MFG HLDGS INC COM 024061103 3686810 172442 172442 0 0 172442 0 0 AMERICAN EXPRESS CO COM 025816109 400322060 11216645 11047745 0 168900 10968517 0 248128 AMERICAN HOME PRODS CORP COM 026609107 1615849024 26333915 26208545 0 125370 26006005 0 327910 AMERICAN INTL GROUP INC COM 026874107 1370581759 17261735 17261735 0 0 17219195 0 42540 AMERICAN ITALIAN PASTA CO CL A 027070101 5211720 124000 124000 0 0 124000 0 0 AMERICAN STD COS INC DEL COM 029712106 3024499 44328 44328 0 0 44328 0 0 AMERICAN TOWER CORP CL A 029912201 226668730 23935452 23935452 0 0 22849987 0 1085465 AMERIPATH INC COM 03071D109 26961618 835760 835760 0 0 736390 0 99370 AMERISOURCEBERGEN CORP COM 03073E105 375581 5910 5910 0 0 5910 0 0 AMGEN INC COM 031162100 235577794 4173951 4173951 0 0 4162451 0 11500 AMSOUTH BANCORPORATION COM 032165102 1359987 71957 71957 0 0 71957 0 0 ANADARKO PETE CORP COM 032511107 475798400 8369365 8211465 0 157900 8121949 0 247416 ANALOG DEVICES INC COM 032654105 1021779008 23018225 22913325 0 104900 22841373 0 176852 ANALOG DEVICES INC SB NT CV 4.75%05 032654AD7 17100630 18072000 18072000 0 0 18072000 0 0 ANDRX GROUP COM 034553107 57473007 816262 816262 0 0 816262 0 0 ANGLOGOLD LTD SPONSORED ADR 035128206 1173900 65000 65000 0 0 65000 0 0 ANHEUSER BUSCH COS INC COM 035229103 299004925 6613690 6613690 0 0 6586023 0 27667 ANTHEM INC COM 03674B104 12668535 255930 255930 0 0 255930 0 0 ANTHEM INC EQTY SEC UNITS 03674B203 896640 14010 14010 0 0 14010 0 0 AOL TIME WARNER INC COM 00184A105 728014197 22679570 22679570 0 0 22629979 0 49591 ------------ PAGE TOTAL 6504668405
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- APACHE CORP COM 037411105 627819059 12586589 12423965 0 162624 11870217 0 716372 APACHE CORP PFD C DP 1/50 037411600 2295000 50000 50000 0 0 50000 0 0 APARTMENT INVT & MGMT CO CL A 03748R101 209032 4571 4571 0 0 4571 0 0 APOGENT TECHNOLOGIES INC COM 03760A101 769356 29820 29820 0 0 18700 0 11120 APOLLO GROUP INC CL A 037604105 14615422 324715 324715 0 0 324715 0 0 APPLEBEES INTL INC COM 037899101 23502001 687193 687193 0 0 540388 0 146805 APPLERA CORP COM AP BIO GRP 038020103 830168742 21140024 21140024 0 0 20880681 0 259343 APPLIED EXTRUSION TECHNOLOGIES COM 038196101 323960 45500 45500 0 0 45500 0 0 APPLIED MATLS INC COM 038222105 4636402 115621 115621 0 0 115621 0 0 APRIA HEALTHCARE GROUP INC COM 037933108 23514840 940970 940970 0 0 796370 0 144600 AQUILA INC DEL CL A 03840J106 1438965 84150 84150 0 0 75450 0 8700 ARACRUZ CELULOSE S A SPON ADR CL B 038496204 88850387 4887260 4887260 0 0 4887260 0 0 ARAMARK CORP CL B 038521100 47288317 1757930 1757930 0 0 1641300 0 116630 ARBITRON INC COM 03875Q108 11256147 329609 329609 0 0 259741 0 69868 ARCHER DANIELS MIDLAND CO COM 039483102 104552794 7285909 6814043 0 471866 6644933 0 640976 ARLINGTON HOSPITALITY INC COM 041560103 836000 400000 400000 0 0 400000 0 0 ARM HLDGS PLC SPONSORED ADR 042068106 11513215 738500 738500 0 0 738500 0 0 ARMOR HOLDINGS INC COM 042260109 10114233 374740 374740 0 0 339660 0 35080 ART TECHNOLOGY GROUP INC COM 04289L107 202188 58100 58100 0 0 0 0 58100 ARTHROCARE CORP COM 043136100 32102571 1790439 1790439 0 0 1474014 0 316425 ASM INTL N V COM N07045102 13616907 697945 697945 0 0 683215 0 14730 ------------ PAGE TOTAL 1849625539
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- ASPEN TECHNOLOGY INC COM 045327103 37848922 2252912 2252912 0 0 1891806 0 361106 ASSOCIATED MATLS INC COM 045709102 1689750 45000 45000 0 0 45000 0 0 AT&T CORP COM 001957109 275397671 15181790 14557250 0 624540 14308940 0 872850 AT&T WIRELESS SVCS INC COM 00209A106 676377391 47068712 46521128 0 547584 46274405 0 794307 ATLANTIS PLASTICS INC COM 049156102 370629 116550 116550 0 0 116550 0 0 ATMEL CORP COM 049513104 165525461 22459357 22459357 0 0 22395207 0 64150 ATMEL CORP SB DB CV ZRO 18 049513AC8 995000 2000000 2000000 0 0 2000000 0 0 ATMOS ENERGY CORP COM 049560105 31206029 1468519 1468519 0 0 1468519 0 0 AUSTRALIA&NEW ZEALAND BKG GRP SPONSORED ADR 052528304 290588 6360 6360 0 0 6360 0 0 AUTOMATIC DATA PROCESSING INC COM 053015103 754717094 12813533 12813533 0 0 12791792 0 21741 AUTONATION INC COM 05329W102 486172 39430 39430 0 0 39430 0 0 AVERY DENNISON CORP COM 053611109 19342305 342160 342160 0 0 342160 0 0 AVICI SYS INC COM 05367L109 1097070 377000 377000 0 0 377000 0 0 AVON PRODS INC COM 054303102 119594745 2571930 2571930 0 0 2563100 0 8830 AWARE INC MASS COM 05453N100 8770286 1056661 1056661 0 0 868196 0 188465 BAKER HUGHES INC COM 057224107 59574730 1633527 1633527 0 0 1633387 0 140 BANCO LATINOAMERICANO DE EXPO CL E P16994132 202241 7210 7210 0 0 7210 0 0 BANK NEW YORK INC COM 064057102 753576 18470 18470 0 0 18100 0 370 BANK OF AMERICA CORPORATION COM 060505104 894655661 14212163 14003983 0 208180 13891593 0 320570 BARNES & NOBLE INC COM 067774109 50443047 1704157 1704157 0 0 1704157 0 0 BARR LABS INC COM 068306109 33128038 417440 417440 0 0 413400 0 4040 ------------ PAGE TOTAL 3132466405
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- BARRICK GOLD CORP COM 067901108 353659 22173 22173 0 0 22173 0 0 BAXTER INTL INC COM 071813109 57746639 1076760 1076760 0 0 1073100 0 3660 BCE INC COM 05534B109 61643790 2703675 2703675 0 0 2703075 0 600 BEA SYS INC COM 073325102 75931887 4930642 4930642 0 0 4759726 0 170916 BED BATH & BEYOND INC COM 075896100 18507366 545940 545940 0 0 545940 0 0 BELDEN INC COM 077459105 8189630 347755 347755 0 0 243895 0 103860 BELLSOUTH CORP COM 079860102 426579680 11181643 10985243 0 196400 10764423 0 417220 BERKLEY W R CORP COM 084423102 9961350 185500 185500 0 0 185500 0 0 BEST BUY INC COM 086516101 7395864 99300 99300 0 0 99300 0 0 BIOMARIN PHARMACEUTICAL INC COM 09061G101 3319680 247000 247000 0 0 247000 0 0 BIOVAIL CORP COM 09067J109 146436019 2603307 2603307 0 0 2603307 0 0 BISYS GROUP INC COM 055472104 321175345 5019149 5019149 0 0 4838299 0 180850 BJ SVCS CO COM 055482103 103227506 3181125 3181125 0 0 3181125 0 0 BJS WHOLESALE CLUB INC COM 05548J106 34071792 772603 772603 0 0 729918 0 42685 BLYTH INC COM 09643P108 5466563 235121 235121 0 0 164251 0 70870 BMC SOFTWARE INC COM 055921100 32147259 1963791 1963791 0 0 1724091 0 239700 BOEING CO COM 097023105 10944453 282219 282219 0 0 277377 0 4842 BOSTON SCIENTIFIC CORP COM 101137107 56012091 2322226 2322226 0 0 2315126 0 7100 BOWATER INC COM 102183100 74488797 1561610 1561610 0 0 1561610 0 0 BP PLC SPONSORED ADR 055622104 241375319 5189751 5122151 0 67600 5117611 0 72140 BRAUN CONSULTING INC COM 105651103 6924311 1950510 1950510 0 0 1750870 0 199640 ------------ PAGE TOTAL 1701899000
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- BRIGHT HORIZON FAMILY SOLUTION COM 109195107 16667597 595484 595484 0 0 478844 0 116640 BRINKER INTL INC COM 109641100 67182902 2257490 2257490 0 0 2257490 0 0 BRINKER INTL INC DB CV ZERO144A21 109641AA8 1138500 1800000 1800000 0 0 1800000 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 271845453 5330303 5330303 0 0 5316904 0 13399 BROCADE COMMUNICATIONS SYS INC COM 111621108 90852466 2743130 2743130 0 0 2735790 0 7340 BROOKS AUTOMATION INC COM 11434A100 21142950 519866 519866 0 0 509926 0 9940 BUCA INC COM 117769109 10293350 635000 635000 0 0 635000 0 0 BURLINGTON NORTHN SANTA FE CP COM 12189T104 51619586 1809309 1809309 0 0 1798009 0 11300 BUSINESS OBJECTS S A SPONSORED ADR 12328X107 1673675 49517 49517 0 0 49517 0 0 C H ROBINSON WORLDWIDE INC COM 12541W100 10666454 368890 368890 0 0 311370 0 57520 CABLE DESIGN TECHNOLOGIES CORP COM 126924109 69842884 5105474 5105474 0 0 4651343 0 454131 CABLEVISION SYS CORP CL A NY CABLVS 12686C109 13423605 282900 282900 0 0 282900 0 0 CABLEVISION SYS CORP CL A RAINB MED 12686C844 1976000 80000 80000 0 0 80000 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 297092216 13553477 13553477 0 0 13532947 0 20530 CALIFORNIA PIZZA KITCHEN INC COM 13054D109 42524708 1718170 1718170 0 0 1499400 0 218770 CALPINE CORP COM 131347106 258895369 15419617 15419617 0 0 15400314 0 19303 CANADIAN NATL RY CO COM 136375102 196388604 4067701 3960976 0 106725 3885633 0 182068 CANADIAN NATL RY CO PFD CV 063029 136375409 2639650 40300 40300 0 0 40300 0 0 CANON INC ADR 138006309 599175 17090 17090 0 0 17090 0 0 CAPITAL ONE FINL CORP COM 14040H105 437285251 8105380 8105380 0 0 8080147 0 25233 CARDINAL HEALTH INC COM 14149Y108 310786738 4806476 4806476 0 0 4791231 0 15245 ------------ PAGE TOTAL 2174537134
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- CAREER EDUCATION CORP COM 141665109 11763525 343160 343160 0 0 327460 0 15700 CAREMARK RX INC COM 141705103 161988637 9931860 9931860 0 0 8858480 0 1073380 CARNIVAL CORP COM 143658102 80265416 2858455 2858455 0 0 2849005 0 9450 CARRAMERICA RLTY CORP COM 144418100 9327990 309900 309900 0 0 309900 0 0 CATALINA MARKETING CORP COM 148867104 5988318 172574 172574 0 0 120514 0 52060 CATERPILLAR INC DEL COM 149123101 59991360 1148160 1074990 0 73170 1045270 0 102890 CDW COMPUTER CTRS INC COM 125129106 592744 11036 11036 0 0 11036 0 0 CEC ENTMT INC COM 125137109 98076586 2260350 2260350 0 0 2116440 0 143910 CELESTICA INC SUB VTG SHS 15101Q108 41810880 1035179 1035179 0 0 1035179 0 0 CELGENE CORP COM 151020104 3135821 98240 98240 0 0 98240 0 0 CEMEX S A SPON ADR 5 ORD 151290889 6006991 243198 243198 0 0 243198 0 0 CENDANT CORP COM 151313103 328207413 16736737 16736737 0 0 16711637 0 25100 CENTRA SOFTWARE INC COM 15234X103 1992000 249000 249000 0 0 249000 0 0 CENTURYTEL INC COM 156700106 30417736 927370 927370 0 0 927370 0 0 CEPHALON INC SB NT CV 144A 06 156708AB5 1837500 1500000 1500000 0 0 1500000 0 0 CERIDIAN CORP NEW COM 156779100 12119400 646368 646368 0 0 451368 0 195000 CHARTER COMMUNICATIONS INC DEL CL A 16117M107 384861808 23424334 23424334 0 0 23106665 0 317669 CHARTERED SEMICONDUCTOR MFG ADR 16133R106 248527 9400 9400 0 0 9400 0 0 CHECK POINT SOFTWARE TECH LTD ORD M22465104 24465494 613324 613324 0 0 613264 0 60 CHECKFREE CORP NEW COM 162813109 211016286 11723127 11723127 0 0 10741235 0 981892 CHEESECAKE FACTORY INC COM 163072101 10743930 309000 309000 0 0 309000 0 0 ------------ PAGE TOTAL 1484858360
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- CHESAPEAKE ENERGY CORP COM 165167107 466005 70500 70500 0 0 70500 0 0 CHEVRONTEXACO CORP COM 166764100 34403788 383928 383928 0 0 382151 0 1777 CHICOS FAS INC COM 168615102 8938098 225141 225141 0 0 225141 0 0 CHINA MOBILE HONG KONG LTD SPONSORED ADR 16941M109 8180640 468000 468000 0 0 468000 0 0 CHUBB CORP COM 171232101 250326894 3627926 3537006 0 90920 3501146 0 126780 CIENA CORP COM 171779101 246216730 17205921 17205921 0 0 16506812 0 699109 CIGNA CORP COM 125509109 297029600 3205932 3205932 0 0 3096467 0 109465 CIRCUIT CITY STORE INC CIRCT CITY GRP 172737108 9290619 358020 358020 0 0 358020 0 0 CIRRUS LOGIC INC COM 172755100 70438011 5328140 5328140 0 0 4645440 0 682700 CISCO SYS INC COM 17275R102 509803853 28150406 28150406 0 0 28100809 0 49597 CITIGROUP INC COM 172967101 1830796323 36267756 35800946 0 466810 35566993 0 700763 CITRIX SYS INC COM 177376100 206289389 9103680 9103680 0 0 8548486 0 555194 CLEAR CHANNEL COMMUNICATIONS COM 184502102 1050676202 20637914 20637914 0 0 20604294 0 33620 CLOSURE MED CORP COM 189093107 7706931 329920 329920 0 0 329920 0 0 CMS ENERGY CORP ADJ CV TR 8.75% 125896308 913545 30300 30300 0 0 30300 0 0 CNET NETWORKS INC COM 12613R104 115277067 12851401 12851401 0 0 11832360 0 1019041 COCA COLA CO COM 191216100 20494549 434667 434667 0 0 428629 0 6038 COCA-COLA FEMSA S A DE C V SPON ADR REP L 191241108 2642617 131670 131670 0 0 131670 0 0 COGNEX CORP COM 192422103 6338475 247500 247500 0 0 247500 0 0 COLGATE PALMOLIVE CO COM 194162103 1180179 20436 20436 0 0 20145 0 291 COMCAST CORP CL A SPL 200300200 504068616 14001906 13720766 0 281140 13589126 0 412780 ------------ PAGE TOTAL 5181478129
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- COMCAST CORP ZONES CV 2% PCS 200300507 1447602 27700 27700 0 0 27700 0 0 COMERICA INC COM 200340107 188465831 3289107 3289107 0 0 3279947 0 9160 COMMONWEALTH INDS INC DEL COM 203004106 113270 24100 24100 0 0 24100 0 0 COMMONWEALTH TEL ENTERPRISES COM 203349105 1598552 35133 35133 0 0 35133 0 0 COMMUNITY HEALTH SYS INC NEWCO COM 203668108 28781340 1128680 1128680 0 0 1050380 0 78300 COMMUNITY HEALTH SYS INC NEWCO SB NT CV 4.25%08 203668AA6 1987015 1997000 1997000 0 0 1997000 0 0 COMPANHIA DE BEBIDAS DAS AMERS SPON ADR PFD 20441W203 853905 42085 42085 0 0 42085 0 0 COMPANHIA VALE DO RIO DOCE SPON ADR PFD 204412100 457562 19380 19380 0 0 19380 0 0 COMPANIA CERVECERIAS UNIDAS SA SPONSORED ADR 204429104 1073874 60330 60330 0 0 60330 0 0 COMPANIA DE MINAS BUENAVENTURA SPON ADR SER B 204448104 1587296 76570 76570 0 0 76570 0 0 COMPAQ COMPUTER CORP COM 204493100 23663793 2424569 2424569 0 0 2247401 0 177168 COMPLETEL EUROPE NV ORD N21590109 1068035 1135000 1135000 0 0 1135000 0 0 COMPUTER ASSOC INTL INC COM 204912109 124748157 3616937 3616937 0 0 3616937 0 0 COMPUTER NETWORK TECHNOLOGY CP COM 204925101 56281760 3163674 3163674 0 0 2708632 0 455042 COMPUTER SCIENCES CORP COM 205363104 1235178 25218 25218 0 0 25000 0 218 COMVERSE TECHNOLOGY INC COM PAR $0.10 205862402 342062220 15291114 15291114 0 0 14950783 0 340331 CONCORD EFS INC COM 206197105 597713306 18234085 18234085 0 0 17660243 0 573842 CONEXANT SYSTEMS INC COM 207142100 3731446 259850 259850 0 0 259850 0 0 CONMED CORP COM 207410101 29064495 1456137 1456137 0 0 1227712 0 228425 CONOCO INC COM 208251504 36385338 1285701 1285701 0 0 1136677 0 149024 COOPER CAMERON CORP COM 216640102 122494537 3035048 3035048 0 0 2971706 0 63342 ------------ PAGE TOTAL 1564814512
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- CORINTHIAN COLLEGES INC COM 218868107 4442290 108640 108640 0 0 108640 0 0 CORPORATE EXECUTIVE BRD CO COM 21988R102 5725200 156000 156000 0 0 156000 0 0 COST PLUS INC CALIF COM 221485105 26926915 1016110 1016110 0 0 956610 0 59500 COSTCO WHSL CORP NEW COM 22160K105 492174688 11090011 11090011 0 0 10968111 0 121900 COVANSYS CORP COM 22281W103 11001009 1229163 1229163 0 0 1064408 0 164755 COX COMMUNICATIONS INC NEW CL A 224044107 140484457 3352051 3180701 0 171350 3117501 0 234550 COX RADIO INC CL A 224051102 9593220 376500 376500 0 0 376500 0 0 CROWN CASTLE INTL CORP COM 228227104 17785831 1665340 1665340 0 0 1665340 0 0 CSG SYS INTL INC COM 126349109 287882650 7117000 7117000 0 0 6482628 0 634372 CUMULUS MEDIA INC CL A 231082108 339780 21000 21000 0 0 21000 0 0 CVS CORP COM 126650100 180660137 6103383 6103383 0 0 5744280 0 359103 CYBERONICS INC COM 23251P102 48735637 1837001 1837001 0 0 1460431 0 376570 CYPRESS SEMICONDUCTOR CORP COM 232806109 2304705 115640 115640 0 0 115640 0 0 CYSIVE INC COM 23281T108 95090 33840 33840 0 0 33840 0 0 CYTYC CORP COM 232946103 254661745 9757155 9757155 0 0 9055244 0 701911 DANAHER CORP DEL COM 235851102 648676146 10755698 10619178 0 136520 10549548 0 206150 DARDEN RESTAURANTS INC COM 237194105 20762454 586510 586510 0 0 586510 0 0 DAVITA INC COM 23918K108 94152549 3850820 3850820 0 0 3370785 0 480035 DEERE & CO COM 244199105 476523403 10914416 10503516 0 410900 10244690 0 669726 DEL MONTE FOODS CO COM 24522P103 27760471 3262100 3262100 0 0 2760580 0 501520 DELL COMPUTER CORP COM 247025109 490536839 18047713 18047713 0 0 17996443 0 51270 ------------ PAGE TOTAL 3241225217
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- DELPHI AUTOMOTIVE SYS CORP COM 247126105 116752908 8547065 8054215 0 492850 7863405 0 683660 DELTA & PINE LD CO COM 247357106 14421194 637260 637260 0 0 637260 0 0 DENDRITE INTL INC COM 248239105 45095507 3214220 3214220 0 0 2694505 0 519715 DEVON ENERGY CORP NEW COM 25179M103 656963115 16997752 16803942 0 193810 16183419 0 814333 DEVRY INC DEL COM 251893103 2990664 105120 105120 0 0 88920 0 16200 DIAGEO P L C SPON ADR NEW 25243Q205 27642994 597428 545828 0 51600 544028 0 53400 DIAGNOSTIC PRODS CORP COM 252450101 277808 6321 6321 0 0 6321 0 0 DIGEX INC DEL CL A 253756100 64742 21653 21653 0 0 20400 0 1253 DIGITAL INSIGHT CORP COM 25385P106 18638469 833563 833563 0 0 698081 0 135482 DISNEY WALT CO COM DISNEY 254687106 78618870 3794347 3539947 0 254400 3401560 0 392787 DISTRIBUCION Y SERVICIO D&S SA SPONSORED ADR 254753106 506053 38630 38630 0 0 38630 0 0 DJ ORTHOPEDICS INC COM 23325G104 9174872 689840 689840 0 0 600870 0 88970 DOLLAR TREE STORES INC COM 256747106 58149438 1881250 1881250 0 0 1771450 0 109800 DOMINION RES INC VA NEW COM 25746U109 147552832 2455122 2325832 0 129290 2279497 0 175625 DOW CHEM CO COM 260543103 73552606 2177401 2177401 0 0 2177401 0 0 DRIL-QUIP INC COM 262037104 8171973 339086 339086 0 0 282826 0 56260 DSP GROUP INC COM 23332B106 44690834 1921360 1921360 0 0 1668020 0 253340 DST SYS INC DEL COM 233326107 175547273 3521510 3521510 0 0 3394854 0 126656 DU PONT E I DE NEMOURS & CO COM 263534109 16841272 396172 396172 0 0 396012 0 160 DUKE ENERGY CORP COM 264399106 67163338 1710732 1710732 0 0 1709742 0 990 DUKE ENERGY CORP CORP UNITS 264399585 3030250 115000 115000 0 0 115000 0 0 ------------ PAGE TOTAL 1565847010
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- DUN & BRADSTREET CORP DEL NEW COM 26483E100 1059000 30000 30000 0 0 30000 0 0 DYNEGY INC NEW CL A 26816Q101 364428074 14291297 14291297 0 0 14271261 0 20036 E M C CORP MASS COM 268648102 103098885 7671048 7671048 0 0 7666606 0 4442 E PIPHANY INC COM 26881V100 4521274 519090 519090 0 0 422025 0 97065 EBAY INC COM 278642103 83412927 1246830 1246830 0 0 1243390 0 3440 ECHOSTAR COMMUNICATIONS NEW CL A 278762109 871921204 31740852 31740852 0 0 31049439 0 691413 ECOLAB INC COM 278865100 4027415 100060 100060 0 0 100000 0 60 EDISON INTL COM 281020107 416458 27580 27580 0 0 17300 0 10280 EDISON SCHOOLS INC CL A 281033100 52735688 2683750 2683750 0 0 2236890 0 446860 EDO CORP COM 281347104 24547742 928081 928081 0 0 858711 0 69370 EDWARDS LIFESCIENCES CORP COM 28176E108 33552463 1214349 1214349 0 0 1030349 0 184000 EL PASO CORP COM 28336L109 616114955 13811140 13811140 0 0 13794638 0 16502 EL PASO ELEC CO COM NEW 283677854 2605650 179700 179700 0 0 179700 0 0 EL PASO ENERGY CAP TR I PFD CV TR SECS 283678209 2280000 40000 40000 0 0 40000 0 0 ELAN PLC ADR 284131208 19572217 434359 434359 0 0 434359 0 0 ELANTEC SEMICONDUCTOR INC COM 284155108 5501184 143260 143260 0 0 121360 0 21900 ELECTRONIC ARTS INC COM 285512109 5138315 85710 85710 0 0 85710 0 0 ELECTRONIC DATA SYS NEW COM 285661104 120831714 1762680 1762680 0 0 1757380 0 5300 ELECTRONICS BOUTIQUE HLDGS CP COM 286045109 5147467 128880 128880 0 0 128880 0 0 EMMIS COMMUNICATIONS CORP CL A 291525103 37470417 1585043 1585043 0 0 1377793 0 207250 EMULEX CORP COM NEW 292475209 53165051 1345610 1345610 0 0 1345610 0 0 ------------ PAGE TOTAL 2411548099
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- ENERGEN CORP COM 29265N108 29306878 1188920 1188920 0 0 1188920 0 0 ENERGY EAST CORP COM 29266M109 34743914 1829590 1829590 0 0 1829590 0 0 ENTERASYS NETWORKS INC COM 293637104 135843553 15349554 15349554 0 0 14894844 0 454710 ENTERCOM COMMUNICATIONS CORP CL A 293639100 36322500 726450 726450 0 0 726450 0 0 ENTERGY CORP NEW COM 29364G103 63724309 1629361 1629361 0 0 1629361 0 0 ENZON INC COM 293904108 4449497 79060 79060 0 0 79060 0 0 EOG RES INC COM 26875P101 365633367 9348846 9348846 0 0 8690166 0 658680 EPRESENCE INC COM 294348107 5071760 1210444 1210444 0 0 1101764 0 108680 EQUITABLE RES INC COM 294549100 78605827 2307186 2307186 0 0 2304166 0 3020 EQUITY OFFICE PROPERTIES TRUST COM 294741103 51746594 1720299 1508129 0 212170 1429399 0 290900 EQUITY RESIDENTIAL PPTYS TR SH BEN INT 29476L107 130365564 4540772 4244232 0 296540 4132552 0 408220 EXAR CORP COM 300645108 11795262 565720 565720 0 0 478470 0 87250 EXELON CORP COM 30161N101 100602200 2101132 2101132 0 0 2096986 0 4146 EXPRESS SCRIPTS INC COM 302182100 123670754 2644798 2644798 0 0 2644798 0 0 EXTREME NETWORKS INC COM 30226D106 20521655 1590826 1590826 0 0 1590796 0 30 EXXON MOBIL CORP COM 30231G102 934628670 23781900 23075030 0 706870 22753144 0 1028756 FAIRCHILD SEMICONDUCTOR INTL CL A 303726103 60296873 2138187 2138187 0 0 2138187 0 0 FAMILY DLR STORES INC COM 307000109 65974558 2200619 2200619 0 0 2193319 0 7300 FEDERAL HOME LN MTG CORP COM 313400301 1341857776 20517703 20374363 0 143340 20281681 0 236022 FEDERAL NATL MTG ASSN COM 313586109 408908012 5143497 5033307 0 110190 4970697 0 172800 FEDERATED DEPT STORES INC DEL COM 31410H101 971171 23745 23745 0 0 15235 0 8510 ------------ PAGE TOTAL 4005040694
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- FEDERATED INVS INC PA CL B 314211103 16006215 502077 502077 0 0 419177 0 82900 FEDEX CORP COM 31428X106 301602875 5813471 5813471 0 0 5688521 0 124950 FINANCIAL FED CORP COM 317492106 11423875 365564 365564 0 0 365564 0 0 FIRST DATA CORP COM 319963104 855299556 10902480 10902480 0 0 10878960 0 23520 FIRST HEALTH GROUP CORP COM 320960107 49218201 1989418 1989418 0 0 1721708 0 267710 FIRST TENN NATL CORP COM 337162101 8042649 221805 221805 0 0 221805 0 0 FIRSTENERGY CORP COM 337932107 130044446 3717680 3610480 0 107200 3572120 0 145560 FISERV INC COM 337738108 138229012 3266281 3266281 0 0 3096709 0 169572 FISHER & PAYKEL HEALTHCARE CP ADR 33774M106 242090 8600 8600 0 0 8600 0 0 FLEETBOSTON FINL CORP COM 339030108 537023004 14712959 14322589 0 390370 14153419 0 559540 FLEXTRONICS INTL LTD ORD Y2573F102 187025800 7795990 7795990 0 0 7782842 0 13148 FOMENTO ECONOMICO MEXICANO SA SPON ADR UNITS 344419106 5106145 147790 147790 0 0 147790 0 0 FOOT LOCKER INC COM 344849104 9657959 617122 617122 0 0 617122 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 17049865 1084597 1084597 0 0 1084597 0 0 FOREST LABS INC COM 345838106 239846589 2926743 2926743 0 0 2918673 0 8070 FORRESTER RESH INC COM 346563109 1054128 52340 52340 0 0 44340 0 8000 FORTUNE BRANDS INC COM 349631101 35578266 898668 898668 0 0 898668 0 0 FOUR SEASONS HOTEL INC LYON ZERO CPN 29 35100EAD6 1295320 4982000 4982000 0 0 4982000 0 0 FOX ENTMT GROUP INC CL A 35138T107 243068178 9162012 9162012 0 0 9078612 0 83400 FPL GROUP INC COM 302571104 51744800 917461 828771 0 88690 800031 0 117430 FREEPORT-MCMORAN COPPER & GOLD CL B 35671D857 1146586 85630 85630 0 0 85630 0 0 ------------ PAGE TOTAL 2839705559
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- FUNDTECH LTD ORD M47095100 2424918 452410 452410 0 0 452410 0 0 GALLAGHER ARTHUR J & CO COM 363576109 80405537 2331271 2331271 0 0 2271551 0 59720 GANNETT INC COM 364730101 275550626 4098626 3945766 0 152860 3887104 0 211522 GAP INC DEL COM 364760108 87520311 6278358 6278358 0 0 6183050 0 95308 GART SPORTS CO COM 366630101 7124250 339250 339250 0 0 339250 0 0 GARTNER INC COM 366651107 11681583 999280 999280 0 0 825040 0 174240 GENENTECH INC COM NEW 368710406 194343139 3582362 3582362 0 0 3579312 0 3050 GENERAL DYNAMICS CORP COM 369550108 34924290 438527 438527 0 0 431988 0 6539 GENERAL ELEC CO COM 369604103 726138378 18117225 18117225 0 0 18059289 0 57936 GENERAL MLS INC COM 370334104 92278743 1774250 1774250 0 0 1768850 0 5400 GENERAL MTRS CORP COM 370442105 689634 14190 14190 0 0 8900 0 5290 GENERAL MTRS CORP CL H NEW 370442832 176136489 11400420 11400420 0 0 10720287 0 680133 GENUINE PARTS CO COM 372460105 3692020 100600 100600 0 0 100600 0 0 GENZYME CORP COM GENL DIV 372917104 751076469 12547218 12547218 0 0 12286407 0 260811 GEORGIA GULF CORP COM PAR $0.01 373200203 23935300 1293800 1293800 0 0 1293800 0 0 GILEAD SCIENCES INC COM 375558103 10778737 164010 164010 0 0 164010 0 0 GILLETTE CO COM 375766102 549717841 16458618 16201748 0 256870 16077931 0 380687 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 4158774 83476 83476 0 0 83476 0 0 GLOBAL INDS LTD COM 379336100 40080847 4503466 4503466 0 0 3700609 0 802857 GLOBAL PMTS INC COM 37940X102 65031411 1890448 1890448 0 0 1570192 0 320256 GLOBALSANTAFE CORP SHS G3930E101 422269230 14806074 14806074 0 0 14695047 0 111027 ------------ PAGE TOTAL 3559958528
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- GOLDMAN SACHS GROUP INC COM 38141G104 606658087 6540788 6540788 0 0 6530478 0 10310 GOODRICH CORP COM 382388106 488477 18350 18350 0 0 11500 0 6850 GRANT PRIDECO INC COM 38821G101 92274758 8023892 8023892 0 0 7947492 0 76400 GRUPO AEROPORTUARIO DEL SUREST SPON ADR SER B 40051E202 25024230 1624950 1624950 0 0 1624950 0 0 GRUPO TELEVISA SA DE CV SP ADR REP ORD 40049J206 2864129 66330 66330 0 0 66330 0 0 GUIDANT CORP COM 401698105 485725595 9753526 9603926 0 149600 9404676 0 348850 GYMBOREE CORP COM 403777105 4551295 381500 381500 0 0 381500 0 0 HAEMONETICS CORP COM 405024100 65543039 1932283 1932283 0 0 1620063 0 312220 HALLIBURTON CO COM 406216101 1486509 113474 113474 0 0 113474 0 0 HARLEY DAVIDSON INC COM 412822108 562192463 10351546 10351546 0 0 10320086 0 31460 HARRAHS ENTMT INC COM 413619107 73457300 1984796 1984796 0 0 1982426 0 2370 HARTFORD FINL SVCS GROUP INC COM 416515104 556795942 8861944 8726534 0 135410 8673182 0 188762 HARVARD BIOSCIENCE INC COM 416906105 10533915 1059750 1059750 0 0 893780 0 165970 HCA INC COM 404119109 208468333 5409142 5316642 0 92500 5276042 0 133100 HEALTH MGMT ASSOC INC NEW CL A 421933102 13252030 720219 720219 0 0 720219 0 0 HEALTHSOUTH CORP COM 421924101 140712743 9494787 9494787 0 0 9130255 0 364532 HEARST-ARGYLE TELEVISION INC COM 422317107 4990493 231470 231470 0 0 231470 0 0 HEARTLAND EXPRESS INC COM 422347104 5182854 186635 186635 0 0 186635 0 0 HELIX TECHNOLOGY CORP COM 423319102 7148350 317000 317000 0 0 317000 0 0 HENRY JACK & ASSOC INC COM 426281101 15283632 699800 699800 0 0 591000 0 108800 HEWLETT PACKARD CO COM 428236103 18102395 881324 881324 0 0 782322 0 99002 ------------ PAGE TOTAL 2900736569
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- HI / FN INC COM 428358105 14419644 996520 996520 0 0 877700 0 118820 HILTON HOTELS CORP COM 432848109 51736776 4737800 4737800 0 0 4737800 0 0 HISPANIC BROADCASTING CORP CL A 43357B104 22736310 891620 891620 0 0 891620 0 0 HNC SOFTWARE INC COM 40425P107 32851665 1594741 1594741 0 0 1351171 0 243570 HOME DEPOT INC COM 437076102 513593879 10068494 10068494 0 0 10038754 0 29740 HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 236000 8000 8000 0 0 8000 0 0 HOUSEHOLD INTL INC COM 441815107 205468508 3546229 3546229 0 0 3540529 0 5700 HOUSTON EXPL CO COM 442120101 83248044 2479096 2479096 0 0 2202281 0 276815 HUNTINGTON BANCSHARES INC COM 446150104 228627 13300 13300 0 0 13300 0 0 HYPERION SOLUTIONS CORP COM 44914M104 60641994 3053474 3053474 0 0 2550364 0 503110 I-MANY INC COM 44973Q103 1488127 154210 154210 0 0 154210 0 0 I-STAT CORP COM 450312103 2901469 367740 367740 0 0 367740 0 0 I2 TECHNOLOGIES INC COM 465754109 12993059 1644691 1644691 0 0 1543470 0 101221 ICN PHARMACEUTICALS INC NEW COM 448924100 7517065 224390 224390 0 0 224390 0 0 ICON PUB LTD CO SPONSORED ADR 45103T107 301975 10130 10130 0 0 10130 0 0 ICOS CORP COM 449295104 5611888 97700 97700 0 0 97700 0 0 IDEC PHARMACEUTICALS CORP COM 449370105 27712962 402045 402045 0 0 402045 0 0 IDEXX LABS INC COM 45168D104 74230860 2603678 2603678 0 0 2157658 0 446020 ILLINOIS TOOL WKS INC COM 452308109 240342750 3549066 3549066 0 0 3529966 0 19100 ILLUMINA INC COM 452327109 2998800 255000 255000 0 0 255000 0 0 IMCLONE SYS INC COM 45245W109 15102752 325070 325070 0 0 325070 0 0 ------------ PAGE TOTAL 1376363152
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- IMMUNEX CORP NEW COM 452528102 6475827 233700 233700 0 0 233700 0 0 IMPATH INC COM 45255G101 81247886 1825385 1825385 0 0 1573345 0 252040 IMS HEALTH INC COM 449934108 314812287 16135945 16135945 0 0 15416066 0 719879 INET TECHNOLOGIES INC COM 45662V105 23711047 2243240 2243240 0 0 1772780 0 470460 INFORMATICA CORP COM 45666Q102 1483357 102230 102230 0 0 86430 0 15800 INFOUSA INC NEW COM 456818301 10476444 1509574 1509574 0 0 1235284 0 274290 INGERSOLL-RAND CO COM 456866102 24798264 593118 593118 0 0 592730 0 388 INGLES MKTS INC CL A 457030104 1055185 88300 88300 0 0 88300 0 0 INGRAM MICRO INC CL A 457153104 3935104 227200 227200 0 0 227200 0 0 INHALE THERAPEUTIC SYS INC COM 457191104 59915573 3229950 3229950 0 0 2757530 0 472420 INPUT/OUTPUT INC COM 457652105 17742229 2161051 2161051 0 0 1797771 0 363280 INSIGHT COMMUNICATIONS INC CL A 45768V108 1304640 54000 54000 0 0 54000 0 0 INSTINET GROUP INC COM 457750107 19684694 1958676 1958676 0 0 1942670 0 16006 INTEGRATED DEVICE TECHNOLOGY COM 458118106 4171971 156900 156900 0 0 156900 0 0 INTEL CORP COM 458140100 156489916 4975832 4975832 0 0 4942438 0 33394 INTERCEPT GROUP INC COM 45845L107 4090000 100000 100000 0 0 84500 0 15500 INTERNAP NETWORK SVCS CORP COM 45885A102 17529649 15111766 15111766 0 0 13498790 0 1612976 INTERNATIONAL BUSINESS MACHS COM 459200101 924744522 7645044 7538764 0 106280 7411358 0 233686 INTERNATIONAL GAME TECHNOLOGY COM 459902102 44536381 652070 652070 0 0 652070 0 0 INTERNATIONAL RECTIFIER CORP COM 460254105 3488000 100000 100000 0 0 100000 0 0 INTERNET SEC SYS INC COM 46060X107 90058143 2809050 2809050 0 0 2602326 0 206724 ------------ PAGE TOTAL 1811751118
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- INTERSIL CORP CL A 46069S109 129797252 4024721 4024721 0 0 3901441 0 123280 INTERWOVEN INC COM 46114T102 9732208 999200 999200 0 0 857300 0 141900 INTL PAPER CO COM 460146103 438055215 10856387 10610487 0 245900 10515517 0 340870 INTUIT COM 461202103 86777733 2028465 2028465 0 0 2023565 0 4900 IONA TECHNOLOGIES PLC SPONSORED ADR 46206P109 352814 17380 17380 0 0 17380 0 0 IRON MTN INC PA COM 462846106 33602922 767190 767190 0 0 767190 0 0 ISTAR FINL INC COM 45031U101 2535120 101608 101608 0 0 101608 0 0 IVAX CORP COM 465823102 51052282 2534870 2534870 0 0 2534870 0 0 IVEX PACKAGING CORP DEL COM 465855104 15961292 840068 840068 0 0 784788 0 55280 J D EDWARDS & CO COM 281667105 9905368 602150 602150 0 0 508950 0 93200 J P MORGAN CHASE & CO COM 46625H100 7163785 197078 197078 0 0 190543 0 6535 JABIL CIRCUIT INC COM 466313103 3044480 134000 134000 0 0 134000 0 0 JACK IN THE BOX INC COM 466367109 44393048 1611948 1611948 0 0 1391428 0 220520 JDA SOFTWARE GROUP INC COM 46612K108 12344330 552319 552319 0 0 386069 0 166250 JDS UNIPHASE CORP COM 46612J101 7314115 842640 842640 0 0 841590 0 1050 JEFFERSON PILOT CORP COM 475070108 149489995 3230819 3035809 0 195010 2955379 0 275440 JEFFERSON SMURFIT GROUP PLC SPONSORED ADR 47508W107 7429455 330198 330198 0 0 330198 0 0 JOHNSON & JOHNSON COM 478160104 898552027 15203926 15203926 0 0 15148055 0 55871 JOHNSON CTLS INC COM 478366107 724005 8966 8966 0 0 5816 0 3150 JUNIPER NETWORKS INC COM 48203R104 20966848 1106430 1106430 0 0 1106430 0 0 KEANE INC COM 486665102 29361675 1628490 1628490 0 0 1376090 0 252400 ------------ PAGE TOTAL 1958555968
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- KELLOGG CO COM 487836108 130371949 4331294 4035494 0 295800 3929924 0 401370 KERR MCGEE CORP COM 492386107 36891086 673195 673195 0 0 673195 0 0 KEYCORP NEW COM 493267108 1502825 61743 61743 0 0 61743 0 0 KEYSPAN CORP COM 49337W100 82194651 2372140 2372140 0 0 2372140 0 0 KIMBERLY CLARK CORP COM 494368103 236509658 3955011 3825511 0 129500 3773041 0 181970 KINDER MORGAN ENERGY PARTNERS UT LTD PARTNER 494550106 478120 12642 12642 0 0 12642 0 0 KINDER MORGAN INC KANS COM 49455P101 58969695 1058892 1058892 0 0 1058892 0 0 KINDER MORGAN MANAGEMENT LLC SHS 49455U100 60555900 1597781 1597781 0 0 1597781 0 0 KING PHARMACEUTICALS INC COM 495582108 692196 16430 16430 0 0 10300 0 6130 KLA-TENCOR CORP COM 482480100 16485886 332645 332645 0 0 332645 0 0 KNIGHT TRANSN INC COM 499064103 5225535 278250 278250 0 0 278250 0 0 KOHLS CORP COM 500255104 131782251 1870844 1870844 0 0 1863144 0 7700 KOREA TELECOM SPONSORED ADR 50063P103 49238569 2421966 2421966 0 0 2340966 0 81000 KPMG CONSULTING INC COM 48265R109 23459143 1415760 1415760 0 0 1195360 0 220400 KRAFT FOODS INC CL A 50075N104 15316563 450090 450090 0 0 450090 0 0 KRISPY KREME DOUGHNUTS INC COM 501014104 7538310 170550 170550 0 0 170550 0 0 KROGER CO COM 501044101 405815814 19444936 19444936 0 0 19064005 0 380931 L-3 COMMUNICATIONS HLDGS INC COM 502424104 12982500 144250 144250 0 0 144250 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 130915716 1619242 1619242 0 0 1619242 0 0 LAM RESEARCH CORP COM 512807108 54127074 2331054 2331054 0 0 2331054 0 0 LAMAR ADVERTISING CO CL A 512815101 142873324 3374429 3374429 0 0 3374429 0 0 ------------ PAGE TOTAL 1603926766
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- LAUDER ESTEE COS INC CL A 518439104 65432953 2040953 2040953 0 0 1973353 0 67600 LEAR CORP COM 521865105 328385 8610 8610 0 0 5400 0 3210 LEE ENTERPRISES INC COM 523768109 3898864 107200 107200 0 0 107200 0 0 LEGATO SYS INC COM 524651106 39403119 3038020 3038020 0 0 3038020 0 0 LEGGETT & PLATT INC COM 524660107 230000 10000 10000 0 0 10000 0 0 LEHMAN BROS HLDGS INC COM 524908100 11941769 178769 178769 0 0 174369 0 4400 LEXMARK INTL NEW CL A 529771107 285222107 4834273 4834273 0 0 4830473 0 3800 LIBERTY MEDIA CORP NEW COM SER A 530718105 9377200 669800 669800 0 0 669800 0 0 LIFEPOINT HOSPITALS INC COM 53219L109 44737410 1314260 1314260 0 0 1107000 0 207260 LIGHTBRIDGE INC COM 532226107 6943847 571510 571510 0 0 482730 0 88780 LILLY ELI & CO COM 532457108 976536750 12433623 12433623 0 0 12293723 0 139900 LINCARE HLDGS INC COM 532791100 166004546 5794225 5794225 0 0 5284041 0 510184 LINCOLN NATL CORP IND COM 534187109 23048116 474534 474534 0 0 474184 0 350 LINEAR TECHNOLOGY CORP COM 535678106 322020230 8248469 8248469 0 0 8223319 0 25150 LOCKHEED MARTIN CORP COM 539830109 238017 5100 5100 0 0 3200 0 1900 LOEWS CORP COM 540424108 611174 11036 11036 0 0 11036 0 0 LOWES COS INC COM 548661107 647263145 13946631 13946631 0 0 13912951 0 33680 LSI LOGIC CORP COM 502161102 78535293 4976888 4976888 0 0 4976688 0 200 LSI LOGIC CORP SB NT CV 144A 06 502161AF9 1816360 1996000 1996000 0 0 1996000 0 0 LTX CORP COM 502392103 18995093 907120 907120 0 0 882720 0 24400 LYONDELL CHEMICAL CO COM 552078107 1610420 112381 112381 0 0 112381 0 0 ------------ PAGE TOTAL 2704194798
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- MACROVISION CORP COM 555904101 172174907 4888555 4888555 0 0 4546540 0 342015 MAGYAR TAVKOZLESI RT SPONSORED ADR 559776109 1431747 84270 84270 0 0 84270 0 0 MAHANAGAR TEL NIGAM LTD SPONS ADR 2001 559778402 1308377 217700 217700 0 0 217700 0 0 MARRIOTT INTL INC NEW CL A 571903202 6764160 166400 166400 0 0 166400 0 0 MARSH & MCLENNAN COS INC COM 571748102 99413170 925204 925204 0 0 922887 0 2317 MARSH SUPERMARKETS INC CL B 571783208 589260 42700 42700 0 0 42700 0 0 MARTEK BIOSCIENCES CORP COM 572901106 6805575 312900 312900 0 0 298220 0 14680 MARTIN MARIETTA MATLS INC COM 573284106 38118753 817999 817999 0 0 686449 0 131550 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 20744329 579127 579127 0 0 568892 0 10235 MASSEY ENERGY CORP COM 576206106 326539 15752 15752 0 0 15752 0 0 MATTSON TECHNOLOGY INC COM 577223100 15657749 1777270 1777270 0 0 1504070 0 273200 MAXIM INTEGRATED PRODS INC COM 57772K101 73063727 1391425 1391425 0 0 1391225 0 200 MAXXAM INC COM 577913106 402500 23000 23000 0 0 23000 0 0 MCCLATCHY CO CL A 579489105 10316970 219510 219510 0 0 219510 0 0 MCDATA CORP CL A 580031201 48622798 1984604 1984604 0 0 1945233 0 39371 MCDONALDS CORP COM 580135101 41861908 1581485 1581485 0 0 1581485 0 0 MCGRAW HILL COS INC COM 580645109 89650906 1470169 1470169 0 0 1470169 0 0 MCKESSON CORP COM 58155Q103 25276678 675847 675847 0 0 675847 0 0 MCSI INC COM 55270M108 2931250 125000 125000 0 0 125000 0 0 MDU RES GROUP INC COM 552690109 35601024 1264690 1264690 0 0 1264690 0 0 MED-DESIGN CORP COM 583926100 7407200 376000 376000 0 0 376000 0 0 ------------ PAGE TOTAL 698469526
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- MEDICIS PHARMACEUTICAL CORP CL A NEW 584690309 17739644 274650 274650 0 0 243550 0 31100 MEDIMMUNE INC COM 584699102 70112718 1512680 1512680 0 0 1509780 0 2900 MELLON FINL CORP COM 58551A108 488056110 12973315 12703725 0 269590 12595505 0 377810 MEMBERWORKS INC COM 586002107 1698502 121235 121235 0 0 84696 0 36539 MERCK & CO INC COM 589331107 215223582 3660265 3537365 0 122900 3488025 0 172240 MERCURY INTERACTIVE CORP COM 589405109 16365448 481620 481620 0 0 481620 0 0 MEREDITH CORP COM 589433101 17133390 480600 480600 0 0 480600 0 0 MERRILL LYNCH & CO INC COM 590188108 765398931 14685321 14525321 0 160000 14441661 0 243660 METASOLV INC COM 59139P104 17643494 2245005 2245005 0 0 1880470 0 364535 METLIFE INC COM 59156R108 495528232 15641674 15485074 0 156600 15164024 0 477650 METRO GOLDWYN MAYER INC COM 591610100 1314000 60000 60000 0 0 60000 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 31357273 604769 604769 0 0 501019 0 103750 MGIC INVT CORP WIS COM 552848103 462036 7486 7486 0 0 7486 0 0 MGM MIRAGE COM 552953101 15351478 531745 531745 0 0 531745 0 0 MICREL INC COM 594793101 12911193 492230 492230 0 0 492230 0 0 MICROCHIP TECHNOLOGY INC COM 595017104 39854550 1028770 1028770 0 0 1028770 0 0 MICROMUSE INC COM 595094103 44531250 2968750 2968750 0 0 2515050 0 453700 MICRON TECHNOLOGY INC COM 595112103 334230809 10781639 10781639 0 0 10764909 0 16730 MICROSOFT CORP COM 594918104 1238200310 18689816 18689816 0 0 18658001 0 31815 MID ATLANTIC MED SVCS INC COM 59523C107 14305086 630180 630180 0 0 440160 0 190020 MILLENNIUM PHARMACEUTICALS INC COM 599902103 3203457 130700 130700 0 0 130700 0 0 ------------ PAGE TOTAL 3840621492
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- MILLICOM INTL CELLULAR S A ORD L6388F102 1423130 117130 117130 0 0 117130 0 0 MINNESOTA MNG & MFG CO COM 604059105 840139157 7107175 7011345 0 95830 6955755 0 151420 MIRANT CORP COM 604675108 24679243 1540527 1540527 0 0 1528507 0 12020 MKS INSTRUMENT INC COM 55306N104 6340049 234556 234556 0 0 196266 0 38290 MOBILE TELESYSTEMS OJSC SPONSORED ADR 607409109 2585707 72510 72510 0 0 72510 0 0 MODIS PROFESSIONAL SVCS INC COM 607830106 11925321 1670213 1670213 0 0 1333167 0 337046 MOLEX INC COM 608554101 16706810 539800 539800 0 0 539800 0 0 MOOG INC CL A 615394202 1299825 59625 59625 0 0 59625 0 0 MORGAN STANLEY DEAN WITTER&CO COM NEW 617446448 628646783 11237876 11094876 0 143000 11030896 0 206980 MOTOROLA INC COM 620076109 263281660 17528739 17528739 0 0 17500839 0 27900 MYLAN LABS INC COM 628530107 34284675 914258 914258 0 0 914258 0 0 MYRIAD GENETICS INC COM 62855J104 4932368 93700 93700 0 0 93700 0 0 NABORS INDS INC COM 629568106 7810075 227500 227500 0 0 227500 0 0 NASDAQ 100 TR UNIT SER 1 631100104 48637500 1250000 1250000 0 0 1250000 0 0 NATIONAL CITY CORP COM 635405103 792053 27088 27088 0 0 27088 0 0 NATIONAL FUEL GAS CO N J COM 636180101 169338556 6855812 6455532 0 400280 6307902 0 547910 NATIONAL PROCESSING INC COM 637229105 18514632 569681 569681 0 0 399981 0 169700 NATIONAL SEMICONDUCTOR CORP COM 637640103 86470020 2808380 2808380 0 0 2799980 0 8400 NATIONAL-OILWELL INC COM 637071101 3854750 187033 187033 0 0 155203 0 31830 NATIONWIDE FINL SVCS INC CL A 638612101 47722118 1151040 1151040 0 0 1151040 0 0 NAVIGANT CONSULTING INC COM 63935N107 5321745 967590 967590 0 0 967590 0 0 ------------ PAGE TOTAL 2224706177
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- NAVISTAR INTL CORP NEW COM 63934E108 3440450 87100 87100 0 0 87100 0 0 NBTY INC COM 628782104 3357549 286970 286970 0 0 286970 0 0 NCO GROUP INC COM 628858102 16508152 720880 720880 0 0 606070 0 114810 NDCHEALTH CORP COM 639480102 59621484 1725658 1725658 0 0 1440482 0 285176 NETEGRITY INC COM 64110P107 66364105 3427898 3427898 0 0 3111586 0 316312 NETIQ CORP COM 64115P102 2005941 56890 56890 0 0 56890 0 0 NETRO CORP COM 64114R109 212126 57800 57800 0 0 57800 0 0 NETSCREEN TECHNOLOGIES INC COM 64117V107 2361271 106700 106700 0 0 92370 0 14330 NETWORK APPLIANCE INC COM 64120L104 28209676 1289880 1289880 0 0 1289880 0 0 NEW YORK TIMES CO CL A 650111107 123403755 2853266 2853266 0 0 2851583 0 1683 NEWFIELD EXPL CO COM 651290108 210484282 5927465 5927465 0 0 5486849 0 440616 NEWS CORP LTD SP ADR PFD 652487802 2387142 90217 90217 0 0 90217 0 0 NEXTEL COMMUNICATIONS INC CL A 65332V103 164400 15000 15000 0 0 15000 0 0 NEXTEL PARTNERS INC CL A 65333F107 59522040 4960170 4960170 0 0 4960170 0 0 NICOR INC COM 654086107 47928848 1151029 993829 0 157200 937239 0 213790 NIKE INC CL B 654106103 360485240 6409766 6409766 0 0 6393746 0 16020 NISOURCE INC COM 65473P105 191261923 8294099 8143239 0 150860 8094239 0 199860 NOBLE DRILLING CORP COM 655042109 406681939 11947178 11947178 0 0 11454822 0 492356 NOKIA CORP SPONSORED ADR 654902204 512865881 20907700 20907700 0 0 20878650 0 29050 NORTEL NETWORKS CORP NEW COM 656568102 54829568 7349808 7349808 0 0 7349808 0 0 NORTEL NETWORKS CORP NEW GTD SR CV 144A08 656568AA0 2887500 3000000 3000000 0 0 3000000 0 0 ------------ PAGE TOTAL 2154983271
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- NORTHROP GRUMMAN CORP COM 666807102 378664437 3756219 3701519 0 54700 3681579 0 74640 NOVARTIS A G SPONSORED ADR 66987V109 43828762 1200788 1013918 0 186870 1012918 0 187870 NOVELLUS SYS INC COM 670008101 117987888 2990821 2990821 0 0 2990821 0 0 NOVEN PHARMACEUTICALS INC COM 670009109 42938138 2419050 2419050 0 0 2088050 0 331000 NOVOSTE CORP COM 67010C100 10750637 1230050 1230050 0 0 1023760 0 206290 NRG ENERGY INC COM 629377102 41309980 2665160 2665160 0 0 2665160 0 0 NSTAR COM 67019E10 91112461 2031493 1831573 0 199920 1757663 0 273830 O REILLY AUTOMOTIVE INC COM 686091109 5065683 138900 138900 0 0 138900 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 125054037 4713684 4641254 0 72430 4608404 0 105280 OCEANEERING INTL INC COM 675232102 4679486 211550 211550 0 0 211550 0 0 OFFICE DEPOT INC COM 676220106 11182809 603172 603172 0 0 422042 0 181130 OIL STS INTL INC COM 678026105 228774 25140 25140 0 0 25140 0 0 OMNICARE INC COM 681904108 23915900 961250 961250 0 0 961250 0 0 OMNICOM GROUP INC COM 681919106 131854510 1475708 1475708 0 0 1471708 0 4000 ONESOURCE INFORMATION SVCS INC COM 68272J106 4987452 530580 530580 0 0 530580 0 0 ONI SYSTEMS CORP COM 68273F103 115852445 18477264 18477264 0 0 16559284 0 1917980 OPEN JT STK CO-VIMPEL COMMUNIC SPONSORED ADR 68370R109 2361172 90640 90640 0 0 90640 0 0 OPENWAVE SYS INC COM 683718100 17021775 1738690 1738690 0 0 1738690 0 0 ORACLE CORP COM 68389X105 905829166 65592264 65467764 0 124500 65199916 0 392348 ORTHODONTIC CTRS AMER INC COM 68750P103 40846698 1339236 1339236 0 0 1129666 0 209570 OSTEOTECH INC COM 688582105 8343154 1503271 1503271 0 0 1243141 0 260130 ------------ PAGE TOTAL 2123815364
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- OUTBACK STEAKHOUSE INC COM 689899102 4175075 121900 121900 0 0 121900 0 0 OWENS ILL INC COM NEW 690768403 72929597 7300260 7300260 0 0 7300260 0 0 OWENS ILL INC PFD CONV $.01 690768502 7038675 343350 343350 0 0 343350 0 0 P F CHANGS CHINA BISTRO INC COM 69333Y108 4693106 99220 99220 0 0 99220 0 0 PACCAR INC COM 693718108 3700968 56400 56400 0 0 56400 0 0 PALL CORP COM 696429307 34488085 1433420 1218720 0 214700 1143320 0 290100 PALM INC COM 696642107 4822258 1242850 1242850 0 0 1242850 0 0 PANERA BREAD CO CL A 69840W108 13150508 252700 252700 0 0 252700 0 0 PAPA JOHNS INTL INC COM 698813102 21972046 799565 799565 0 0 677475 0 122090 PAREXEL INTL CORP COM 699462107 21548692 1501651 1501651 0 0 1264241 0 237410 PARTNER COMMUNICATIONS CO LTD ADR 70211M109 88424047 12908620 12908620 0 0 12908620 0 0 PENNEY J C INC COM 708160106 1657175 61605 61605 0 0 51615 0 9990 PEOPLESOFT INC COM 712713106 278490002 6927612 6927612 0 0 6920532 0 7080 PEPSICO INC COM 713448108 445001963 9139494 8929114 0 210380 8833882 0 305612 PEREGRINE SYSTEMS INC COM 71366Q101 102826890 6933708 6933708 0 0 6494353 0 439355 PERKINELMER INC COM 714046109 6514771 186030 186030 0 0 186030 0 0 PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 71654V408 2269653 97410 97410 0 0 97410 0 0 PETSMART INC COM 716768106 2632200 267500 267500 0 0 267500 0 0 PFIZER INC COM 717081103 1638777094 41123641 40964141 0 159500 40824660 0 298981 PG&E CORP COM 69331C108 968619 50344 50344 0 0 42194 0 8150 PHARMACEUTICAL PROD DEV INC COM 717124101 18694566 578600 578600 0 0 488800 0 89800 ------------ PAGE TOTAL 2774775989
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- PHARMACIA CORP COM 71713U102 120408670 2823181 2823181 0 0 2811427 0 11754 PHELPS DODGE CORP COM 717265102 23898564 737610 737610 0 0 737610 0 0 PHILIP MORRIS COS INC COM 718154107 335588438 7319268 7116768 0 202500 7020498 0 298770 PHOTRONICS INC SB NT CV 144A 06 719405AB8 1101250 1000000 1000000 0 0 1000000 0 0 PIER 1 IMPORTS INC COM 720279108 24071388 1388200 1388200 0 0 1194500 0 193700 PINNACLE SYS INC COM 723481107 6110783 769620 769620 0 0 769620 0 0 PINNACLE WEST CAP CORP COM 723484101 138573762 3311201 3153061 0 158140 3101861 0 209340 PLAYBOY ENTERPRISES INC CL B 728117300 31454585 1862320 1862320 0 0 1820020 0 42300 PNC FINL SVCS GROUP INC COM 693475105 247097743 4396757 4263387 0 133370 4209257 0 187500 PORTUGAL TELECOM SGPS S A SPONSORED ADR 737273102 391078 51390 51390 0 0 51390 0 0 POWERWAVE TECHNOLOGIES INC COM 739363109 4432320 256500 256500 0 0 256500 0 0 PPG INDS INC COM 693506107 109673501 2120524 1953024 0 167500 1916044 0 204480 PPL CORP COM 69351T106 47818417 1372121 1372121 0 0 1365331 0 6790 PRAXAIR INC COM 74005P104 560544952 10145610 10036040 0 109570 9762005 0 383605 PRECISE SOFTWARE SOLUTIONS LTD ORD M41450103 1169356 56600 56600 0 0 56600 0 0 PRIDE INTL INC DEL COM 74153Q102 8257616 546862 546862 0 0 465742 0 81120 PRINCIPAL FINANCIAL GROUP INC COM 74251V102 60399360 2516640 2516640 0 0 2460850 0 55790 PROBUSINESS SERVICES INC COM 742674104 17615938 937018 937018 0 0 784978 0 152040 PROCTER & GAMBLE CO COM 742718109 469666778 5935382 5784292 0 151090 5709906 0 225476 PROGRESS ENERGY INC COM 743263105 12086412 268408 268408 0 0 268408 0 0 PROTEIN DESIGN LABS INC COM 74369L103 5720320 174400 174400 0 0 174400 0 0 ------------ PAGE TOTAL 2226081231
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- PRUDENTIAL FINL INC COM 744320102 33494020 1009160 1009160 0 0 1001530 0 7630 PUBLIC SVC ENTERPRISE GROUP COM 744573106 39979750 947612 947612 0 0 947612 0 0 PUTNAM MASTER INTER INCOME TR SH BEN INT 746909100 90000 15000 15000 0 0 15000 0 0 QLOGIC CORP COM 747277101 277039943 6224218 6224218 0 0 6213377 0 10841 QUALCOMM INC COM 747525103 537280206 10639212 10639212 0 0 10619082 0 20130 QUEST DIAGNOSTICS INC COM 74834L100 77979318 1087426 1087426 0 0 1087426 0 0 QUEST SOFTWARE INC COM 74834T103 33498198 1515070 1515070 0 0 1515070 0 0 QUINENCO S A SPONSORED ADR 748718103 527928 72220 72220 0 0 72220 0 0 QWEST COMMUNICATIONS INTL INC COM 749121109 114704627 8117808 8117808 0 0 8116768 0 1040 RADIANT SYSTEMS INC COM 75025N102 24334977 2116085 2116085 0 0 1860421 0 255664 RARE HOSPITALITY INTL INC COM 753820109 8248738 365960 365960 0 0 310560 0 55400 RATIONAL SOFTWARE CORP COM NEW 75409P202 497567402 25516277 25516277 0 0 25057470 0 458807 REGIS CORP MINN COM 758932107 20437559 792768 792768 0 0 594508 0 198260 RELIANT RES INC COM 75952B105 3257340 197295 197295 0 0 178245 0 19050 RENAISSANCE RE HLDGS LTD COM G7496G103 14019984 146960 146960 0 0 146960 0 0 RENAL CARE GROUP INC COM 759930100 17002086 529660 529660 0 0 449160 0 80500 REUTERS GROUP PLC SPONSORED ADR 76132M102 27181229 453096 453096 0 0 452622 0 474 RF MICRODEVICES INC COM 749941100 7959009 413885 413885 0 0 413885 0 0 RIVERSTONE NETWORKS INC COM 769320102 65120887 3922945 3922945 0 0 3783870 0 139075 RIVERSTONE NETWORKS INC SB NT CV 144A 06 769320AA0 3397388 2990000 2990000 0 0 2990000 0 0 ROADWAY CORP COM 769742107 3666330 99900 99900 0 0 99900 0 0 ------------ PAGE TOTAL 1806786920
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- ROBERT HALF INTL INC COM 770323103 49355110 1848506 1848506 0 0 1848506 0 0 ROCKWELL INTL CORP NEW COM 773903109 37216329 2083781 1816471 0 267310 1701571 0 382210 ROHM & HAAS CO COM 775371107 33404410 964609 964609 0 0 964253 0 356 ROYAL CARIBBEAN CRUISES LTD SR NT CV ZERO 21 780153AM4 1456250 5000000 5000000 0 0 5000000 0 0 ROYAL DUTCH PETE CO NY REG GLD 1.25 780257804 66055675 1347525 1347525 0 0 1340275 0 7250 RSA SEC INC COM 749719100 28847168 1652186 1652186 0 0 1505589 0 146597 RUDOLPH TECHNOLOGIES INC COM 781270103 6366360 185500 185500 0 0 185500 0 0 S1 CORPORATION COM 78463B101 108582847 6710930 6710930 0 0 6064488 0 646442 SABRE HLDGS CORP CL A 785905100 19202337 453420 453420 0 0 453420 0 0 SAFECO CORP COM 786429100 157531188 5057181 4910911 0 146270 4690341 0 366840 SAFEWAY INC COM NEW 786514208 521949941 12501795 12501795 0 0 12258463 0 243332 SANDISK CORP COM 80004C101 7077600 491500 491500 0 0 491500 0 0 SAP AKTIENGESELLSCHAFT SPONSORED ADR 803054204 4590257 143760 143760 0 0 143760 0 0 SAPPI LTD SPON ADR NEW 803069202 1288835 125740 125740 0 0 125740 0 0 SARA LEE CORP COM 803111103 492906 22173 22173 0 0 22173 0 0 SBA COMMUNICATIONS CORP COM 78388J106 59900919 4600685 4600685 0 0 4085615 0 515070 SBC COMMUNICATIONS INC COM 78387G103 189457730 4836807 4836807 0 0 4824223 0 12584 SCHERING PLOUGH CORP COM 806605101 208954465 5835087 5835087 0 0 5825008 0 10079 SCHLUMBERGER LTD COM 806857108 332317488 6047634 5813774 0 233860 5646414 0 401220 SCHOLASTIC CORP COM 807066105 196814509 3910481 3910481 0 0 3412618 0 497863 SCHWAB CHARLES CORP NEW COM 808513105 29982562 1938110 1938110 0 0 1932220 0 5890 ------------ PAGE TOTAL 2060844886
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- SCRIPPS E W CO OHIO CL A 811054204 9405660 142510 142510 0 0 142510 0 0 SEARS ROEBUCK & CO COM 812387108 554484342 11639050 11245020 0 394030 11085240 0 553810 SELECT MEDICAL CORP COM 816196109 4825608 300100 300100 0 0 253700 0 46400 SEMCO ENERGY INC INCOME PRIDES 78412D307 1086105 118700 118700 0 0 118700 0 0 SEMTECH CORP COM 816850101 4425560 124000 124000 0 0 124000 0 0 SEPRACOR INC COM 817315104 30187593 529050 529050 0 0 529050 0 0 SHAW GROUP INC LYON 144A 21 820280AA3 837375 1650000 1650000 0 0 1650000 0 0 SHIRE PHARMACEUTICALS GRP PLC SPONSORED ADR 82481R106 12984216 354760 354760 0 0 354760 0 0 SICOR INC COM 825846108 545899 34815 34815 0 0 34815 0 0 SIEBEL SYS INC COM 826170102 18047660 645020 645020 0 0 645020 0 0 SILICONWARE PRECISION INDS LTD SPONSD ADR SPL 827084864 64500 15000 15000 0 0 15000 0 0 SK TELECOM LTD SPONSORED ADR 78440P108 9808670 453685 453685 0 0 453685 0 0 SL GREEN RLTY CORP COM 78440X101 223784 7287 7287 0 0 7287 0 0 SMARTFORCE PUB LTD CO SPONSORED ADR 83170A206 48475325 1958599 1958599 0 0 1923939 0 34660 SMITH INTL INC COM 832110100 4455822 83100 83100 0 0 83100 0 0 SMITHFIELD FOODS INC COM 832248108 242660 11010 11010 0 0 6900 0 4110 SMUCKER J M CO COM 832696306 39123346 1105804 863384 0 242420 776984 0 328820 SMURFIT-STONE CONTAINER CORP COM 832727101 40813890 2555660 2555660 0 0 2555660 0 0 SOLECTRON CORP LYON ZERO CPN 20 834182AL1 1909500 5700000 5700000 0 0 5700000 0 0 SONG NETWORKS HLDG AKTIEBOLAG SPONSORED ADR 83544Q101 204338 249193 249193 0 0 249193 0 0 SONIC CORP COM 835451105 53702028 1491723 1491723 0 0 1304128 0 187595 ------------ PAGE TOTAL 835853881
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- SONICWALL INC COM 835470105 27677700 1423750 1423750 0 0 1265440 0 158310 SOUTHTRUST CORP COM 844730101 126083510 5110803 4895213 0 215590 4809483 0 301320 SOVEREIGN BANCORP INC UNIT EX 111229 845905306 2800000 40000 40000 0 0 40000 0 0 SPANISH BROADCASTING SYS INC CL A 846425882 17893661 1809268 1809268 0 0 1511448 0 297820 SPDR TR UNIT SER 1 78462F103 49149000 430000 430000 0 0 430000 0 0 SPHERION CORP COM 848420105 16042756 1643725 1643725 0 0 1383397 0 260328 SPRINT CORP COM FON GROUP 852061100 415027034 20668677 19986677 0 682000 19693637 0 975040 SPRINT CORP PCS COM SER 1 852061506 399955336 16384897 16384897 0 0 16101767 0 283130 SPRINT CORP EQUITY UNIT 852061605 2032800 80000 80000 0 0 80000 0 0 SPX CORP COM 784635104 146980905 1073637 1073637 0 0 1067307 0 6330 SPX CORP LYON ZERO 144A21 784635AC8 1435688 1950000 1950000 0 0 1950000 0 0 ST JUDE MED INC COM 790849103 6459704 83190 83190 0 0 83190 0 0 ST PAUL COS INC COM 792860108 632005301 14373557 14301857 0 71700 14075998 0 297559 STAPLES INC COM 855030102 66684574 3566020 3566020 0 0 3556220 0 9800 STARBUCKS CORP COM 855244109 25524714 1339880 1339880 0 0 1339880 0 0 STARWOOD HOTELS&RESORTS WRLDWD PAIRED CTF 85590A203 254527935 8526899 8526899 0 0 8474449 0 52450 STATE STR CORP COM 857477103 78476156 1501936 1501936 0 0 1499230 0 2706 STATION CASINOS INC COM 857689103 8386592 749472 749472 0 0 700902 0 48570 STERIS CORP COM 859152100 35598529 1948469 1948469 0 0 1558379 0 390090 STMICROELECTRONICS N V NY REGISTRY 861012102 383243167 12101142 12101142 0 0 12089162 0 11980 STORAGENETWORKS INC COM 86211E103 80707957 13059540 13059540 0 0 11843140 0 1216400 ------------ PAGE TOTAL 2776693018
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- STRAYER ED INC COM 863236105 4961645 101840 101840 0 0 101840 0 0 STRYKER CORP COM 863667101 9123523 156305 156305 0 0 156305 0 0 STUDENT LN CORP COM 863902102 16156431 200452 200452 0 0 139952 0 60500 SUN MICROSYSTEMS INC COM 866810104 517045408 42036212 41603362 0 432850 41398202 0 638010 SUNGARD DATA SYS INC COM 867363103 357442301 12355420 12355420 0 0 11934093 0 421327 SUNOCO INC COM 86764P109 476458 12760 12760 0 0 8000 0 4760 SUNRISE ASSISTED LIVING INC COM 86768K106 19177086 658780 658780 0 0 571400 0 87380 SWIFT TRANSN CO COM 870756103 5323725 247500 247500 0 0 247500 0 0 SWITCHBOARD INC COM 871045100 7871685 2422057 2422057 0 0 2174678 0 247379 SYLVAN LEARNING SYS INC COM 871399101 16863908 764110 764110 0 0 764110 0 0 SYMBOL TECHNOLOGIES INC COM 871508107 6345648 399600 399600 0 0 399600 0 0 SYNGENTA AG SPONSORED ADR 87160A100 50158013 4731888 3926398 0 805490 3914456 0 817432 SYNOPSYS INC COM 871607107 76856804 1301114 1301114 0 0 1301114 0 0 SYSCO CORP COM 871829107 21309728 812728 812728 0 0 812658 0 70 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 92099571 5363982 5363982 0 0 5343732 0 20250 TARGET CORP COM 87612E106 831391931 20253153 20253153 0 0 20204643 0 48510 TECH DATA CORP COM 878237106 614143 14190 14190 0 0 8900 0 5290 TECH DATA CORP SB DEB CV 144A21 878237AB2 1915900 1960000 1960000 0 0 1960000 0 0 TECHNOLOGY SOLUTIONS CO COM 87872T108 7877692 3548510 3548510 0 0 2953066 0 595444 TEKELEC COM 879101103 89386541 4935756 4935756 0 0 4532876 0 402880 TEKTRONIX INC COM 879131100 147787098 5732626 5732626 0 0 5621936 0 110690 ------------ PAGE TOTAL 2280185239
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- TELEDYNE TECHNOLOGIES INC COM 879360105 5816182 357040 357040 0 0 357040 0 0 TELEFONICA S A SPONSORED ADR 879382208 49864971 1244136 1244136 0 0 1244136 0 0 TELEFONOS DE MEXICO S A SPON ADR ORD L 879403780 8804904 251425 251425 0 0 251425 0 0 TELEPHONE & DATA SYS INC COM 879433100 119499612 1331472 1331472 0 0 1331472 0 0 TELETECH HOLDINGS INC COM 879939106 1459081 101820 101820 0 0 101820 0 0 TEMPLETON GLOBAL INCOME FD INC COM 880198106 101875 15993 15993 0 0 15993 0 0 TENET HEALTHCARE CORP COM 88033G100 1104523 18810 18810 0 0 12500 0 6310 TERADYNE INC COM 880770102 11625902 385730 385730 0 0 385730 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 53789123 872775 872775 0 0 872775 0 0 TEXAS INSTRS INC COM 882508104 562969652 20106059 19890659 0 215400 19797760 0 308299 THERMA-WAVE INC COM 88343A108 9812436 657670 657670 0 0 558080 0 99590 THERMO ELECTRON CORP COM 883556102 9019080 378000 378000 0 0 378000 0 0 THQ INC COM NEW 872443403 1689907 34865 34865 0 0 34865 0 0 TIBCO SOFTWARE INC COM 88632Q103 34803920 2331140 2331140 0 0 2010630 0 320510 TIER TECHNOLOGIES INC CL B 88650Q100 5446099 252602 252602 0 0 252602 0 0 TIFFANY & CO NEW COM 886547108 7396709 235040 235040 0 0 235040 0 0 TIME WARNER TELECOM INC CL A 887319101 68403940 3866814 3866814 0 0 3866814 0 0 TJX COS INC NEW COM 872540109 3803481 95421 95421 0 0 95421 0 0 TOOTSIE ROLL INDS INC COM 890516107 11168908 285796 285796 0 0 199637 0 86159 TOTAL FINA ELF S A SPONSORED ADR 89151E109 48169257 685781 685781 0 0 681931 0 3850 TRANSOCEAN SEDCO FOREX INC ORD G90078109 19257074 569399 569399 0 0 568969 0 430 ------------ PAGE TOTAL 1034006636
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- TRANSWITCH CORP COM 894065101 2574450 572100 572100 0 0 572100 0 0 TRIAD HOSPITALS INC COM 89579K109 32286996 1100068 1100068 0 0 921920 0 178148 TRIBUNE CO NEW COM 896047107 172825202 4617291 4479021 0 138270 4431141 0 186150 TRICO MARINE SERVICES INC COM 896106101 20021128 2651805 2651805 0 0 2502560 0 149245 TRICON GLOBAL RESTAURANTS COM 895953107 66638792 1354447 1354447 0 0 1349847 0 4600 TRIGON HEALTHCARE INC COM 89618L100 32394675 466446 466446 0 0 466446 0 0 TXU CORP COM 873168108 56741913 1203434 1203434 0 0 1203334 0 100 TYCO INTL LTD NEW COM 902124106 2269478845 38531050 38531050 0 0 38457171 0 73879 TYCO INTL LTD NEW LYON ZRO 144A 20 902124AA4 2387000 3100000 3100000 0 0 3100000 0 0 TYSON FOODS INC CL A 902494103 789639 68367 68367 0 0 68367 0 0 UNILAB CORP NEW COM NEW 904763208 21693428 864280 864280 0 0 762320 0 101960 UNILEVER N V N Y SHS NEW 904784709 1540549 26741 26741 0 0 25581 0 1160 UNITED DEFENSE INDS INC COM 91018B104 28480376 1352987 1352987 0 0 1200867 0 152120 UNITED PARCEL SERVICE INC CL B 911312106 313885338 5759364 5759364 0 0 5742274 0 17090 UNITED STATES CELLULAR CORP COM 911684108 842103 18610 18610 0 0 18610 0 0 UNITED TECHNOLOGIES CORP COM 913017109 17204765 266204 266204 0 0 262111 0 4093 UNITEDHEALTH GROUP INC COM 91324P102 238519953 3370354 3370354 0 0 3359512 0 10842 UNIVISION COMMUNICATIONS INC CL A 914906102 22556045 557490 557490 0 0 557490 0 0 UNOCAL CORP COM 915289102 144935680 4018178 3729688 0 288490 3605928 0 412250 UNUMPROVIDENT CORP COM 91529Y106 124693152 4703627 4703627 0 0 4599387 0 104240 UROLOGIX INC COM 917273104 2406000 120000 120000 0 0 102800 0 17200 ------------ PAGE TOTAL 3572896028
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- US BANCORP DEL COM NEW 902973304 26960393 1288122 1288122 0 0 1279105 0 9017 USA NETWORKS INC COM 902984103 58195862 2130936 2130936 0 0 2129636 0 1300 USX MARATHON GROUP COM NEW 902905827 674700 22490 22490 0 0 14100 0 8390 UTSTARCOM INC COM 918076100 3723525 130650 130650 0 0 130650 0 0 VALASSIS COMMUNICATIONS INC COM 918866104 356200 10000 10000 0 0 10000 0 0 VARIAN INC COM 922206107 30835128 950528 950528 0 0 793048 0 157480 VEECO INSTRS INC DEL COM 922417100 13866633 384650 384650 0 0 383250 0 1400 VERISIGN INC COM 92343E102 1107151803 29104937 29104937 0 0 28284431 0 820506 VERITAS SOFTWARE CO COM 923436109 982781147 21922399 21922399 0 0 21840038 0 82361 VERITY INC COM 92343C106 48079656 2374304 2374304 0 0 2003954 0 370350 VERIZON COMMUNICATIONS COM 92343V104 462481659 9744662 9497862 0 246800 9399658 0 345004 VERIZON COMMUNICATIONS DB CV ZRO 144A21 92343VAA2 2949375 5500000 5500000 0 0 5500000 0 0 VERSATEL TELECOM INTL N V SPONSORED ADR 925301103 61254 64478 64478 0 0 64478 0 0 VI TECHNOLOGIES INC COM 917920100 8430030 1212954 1212954 0 0 1044204 0 168750 VIACOM INC CL B 925524308 2170626494 49164813 48819613 0 345200 48445461 0 719352 VIGNETTE CORP COM 926734104 40785982 7595155 7595155 0 0 6609740 0 985415 VISTEON CORP COM 92839U107 43151264 2869100 2869100 0 0 2869100 0 0 VISX INC DEL COM 92844S105 75792730 5720206 5720206 0 0 5403406 0 316800 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W100 116413090 4533220 4533220 0 0 4508336 0 24884 VOTORANTIM CELULOSE E PAPEL SA SPONSORED ADR 92906P106 2293264 129930 129930 0 0 129930 0 0 WACHOVIA CORP 2ND NEW COM 929903102 20335549 648455 648455 0 0 648455 0 0 ------------ PAGE TOTAL 5215945739
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- WADDELL & REED FINL INC CL A 930059100 10058668 312381 312381 0 0 218071 0 94310 WAL MART STORES INC COM 931142103 573549515 9966108 9966108 0 0 9943991 0 22117 WALGREEN CO COM 931422109 75212260 2234470 2234470 0 0 2226950 0 7520 WALTER INDS INC COM 93317Q105 900276 79600 79600 0 0 79600 0 0 WASHINGTON MUT INC COM 939322103 313593 9590 9590 0 0 9590 0 0 WASTE MGMT INC DEL COM 94106L109 31599420 990267 990267 0 0 990117 0 150 WATCHGUARD TECHNOLOGIES INC COM 941105108 20246419 3110049 3110049 0 0 2706961 0 403088 WATERS CORP COM 941848103 17095338 441170 441170 0 0 441170 0 0 WATSON PHARMACEUTICALS INC COM 942683103 9259108 294970 294970 0 0 294970 0 0 WAVECOM S A SPONSORED ADR 943531103 1523898 40910 40910 0 0 40910 0 0 WEBEX INC COM 94767L109 6175225 248500 248500 0 0 248500 0 0 WEBMD CORP COM 94769M105 72747123 10304125 10304125 0 0 8923295 0 1380830 WEBMETHODS INC COM 94768C108 67015044 3998511 3998511 0 0 3564901 0 433610 WEIGHT WATCHERS INTL INC NEW COM 948626106 2846629 84170 84170 0 0 78900 0 5270 WELLPOINT HEALTH NETWORK NEW COM 94973H108 408975 3500 3500 0 0 3500 0 0 WELLS FARGO & CO NEW COM 949746101 154993372 3565525 3565525 0 0 3563353 0 2172 WESTERN WIRELESS CORP CL A 95988E204 28707029 1016178 1016178 0 0 911110 0 105068 WESTWOOD ONE INC COM 961815107 106074246 3529925 3529925 0 0 3529925 0 0 WGL HLDGS INC COM 92924F106 64424760 2216194 2011984 0 204210 1936564 0 279630 WHITEHALL JEWELLERS INC COM 965063100 2745742 249840 249840 0 0 249840 0 0 WHOLE FOODS MKT INC COM 966837106 6432070 147660 147660 0 0 147660 0 0 ------------ PAGE TOTAL 1252328709
MFS 13F REPORT DATE: 011231 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- WILLAMETTE INDS INC COM 969133107 171452962 3289581 3289581 0 0 3084868 0 204713 WILLIAMS COS INC DEL COM 969457100 83355976 3266300 3266300 0 0 3251834 0 14466 WILLIAMS SONOMA INC COM 969904101 2235090 52100 52100 0 0 52100 0 0 WILLIS GROUP HOLDINGS LTD SHS G96655108 179103143 7605229 7605229 0 0 7143148 0 462081 WILSON GREATBATCH TECHNOLOGIES COM 972232102 18105233 501530 501530 0 0 432280 0 69250 WIND RIVER SYSTEMS INC COM 973149107 17263592 963908 963908 0 0 803918 0 159990 WORLD WRESTLING FEDN ENTMT INC CL A 98156Q108 19681079 1496660 1496660 0 0 1267360 0 229300 WORLDCOM INC GA NEW WRLDCOM GP COM 98157D106 1034683 73486 73486 0 0 72977 0 509 XILINX INC COM 983919101 83583596 2140425 2140425 0 0 2140345 0 80 XL CAP LTD CL A G98255105 549352888 6013057 6013057 0 0 5961023 0 52034 ZARLINK SEMICONDUCTOR INC COM 989139100 131748694 11710995 11710995 0 0 10557875 0 1153120 ZOLL MED CORP COM 989922109 18441984 473600 473600 0 0 398920 0 74680 ZORAN CORP COM 98975F101 44767392 1371550 1371550 0 0 1180650 0 190900 ----------- PAGE TOTAL 1320126311 ----------- GRAND TOTAL 96937709581
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