-----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, OiRKUiN1oVNc3J9DfUpuaOnr04e+J8av68/7gTeRuI/g3qZO1HgM1ThwsAgw3lNr YPoQ5edIrn5u9OMJuY7cvA== 0000950156-01-500085.txt : 20010509 0000950156-01-500085.hdr.sgml : 20010509 ACCESSION NUMBER: 0000950156-01-500085 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20010331 FILED AS OF DATE: 20010507 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CENTRAL INDEX KEY: 0000912938 STANDARD INDUSTRIAL CLASSIFICATION: UNKNOWN SIC - 0000 [0000] STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: SEC FILE NUMBER: 028-04968 FILM NUMBER: 1623565 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 d56456.txt 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, 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: 617-954-5000 Signature, Place, and Date of Signing: /s/ James O. Yost Boston, Massachusetts May 2, 2001 ------------- --------------------- ----------- [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: 886 Form 13F Information Table Value Total: $94,217,197,959 --------------- (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: 010331 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 D C TELECOMMUNICATIONS COM 000886101 6368719 749261 749261 0 0 749261 0 0 ABBOTT LABS COM 002824100 188801102 4000871 3844771 0 156100 3809431 0 191440 ABERCROMBIE & FITCH CO CL A 002896207 17380835 531524 531524 0 0 531524 0 0 ABITIBI-CONSOLIDATED INC COM 003924107 1002819 127100 127100 0 0 127100 0 0 ACE LTD ORD G0070K103 40931157 1113470 1113470 0 0 1113470 0 0 ACXIOM CORP COM 005125109 19082568 914135 914135 0 0 768399 0 145736 ADELPHIA BUSINESS SOLUTIONS CL A 006847107 3196246 672894 672894 0 0 500274 0 172620 ADELPHIA COMMUNICATIONS CORP CL A 006848105 77370876 1910392 1910392 0 0 1910392 0 0 ADOBE SYS INC COM 00724F101 312734332 8942932 8942932 0 0 8626250 0 316682 ADVANCED FIBRE COMMUNICATIONS COM 00754A105 64186830 4484826 4484826 0 0 4286846 0 197980 ADVANCED MICRO DEVICES INC COM 007903107 106457301 4011202 4011202 0 0 4011202 0 0 ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 1294880 284589 284589 0 0 284589 0 0 ADVANCEPCS COM 00790K109 4824247 88900 88900 0 0 88900 0 0 AES CORP COM 00130H105 651774613 13045929 13045929 0 0 13002989 0 42940 AFC ENTERPRISES INC COM 00104Q107 3819758 198429 198429 0 0 171454 0 26975 AFFILIATED COMPUTER SERVICES CL A 008190100 262854735 4050150 4050150 0 0 3847924 0 202226 AFLAC INC COM 001055102 447315035 16242376 16242376 0 0 16205236 0 37140 AGCO CORP COM 001084102 59924112 6242095 6242095 0 0 5704009 0 538086 AGL RES INC COM 001204106 28139385 1284317 1060717 0 223600 1013817 0 270500 AIR PRODS & CHEMS INC COM 009158106 171685632 4470980 4191480 0 279500 4010700 0 460280 ----------- PAGE TOTAL: 2469145183 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- AKAMAI TECHNOLOGIES INC COM 00971T101 80017284 9345630 9345630 0 0 8953110 0 392520 AKZO NOBEL NV SPONSORED ADR 010199305 22988447 555612 357612 0 198000 357612 0 198000 ALCAN INC COM 013716105 34003152 944532 944532 0 0 944532 0 0 AL COA INC COM 013817101 442214551 12300822 11867322 0 433500 11721120 0 579702 ALKERMES INC COM 01642T108 5484250 250000 250000 0 0 250000 0 0 ALLEGHENY ENERGY INC COM 017361106 12749256 275600 275600 0 0 275600 0 0 ALLEGIANCE TELECOM INC COM 01747T102 160428316 10876496 10876496 0 0 10853826 0 22670 ALLERGAN INC COM 018490102 198327448 2674679 2674679 0 0 2671809 0 2870 ALLIANT TECHSYSTEMS INC COM 018804104 6216210 70200 70200 0 0 70200 0 0 ALLIED WASTE INDS INC COM PAR$.01 NEW 019589308 4666980 297639 297639 0 0 297639 0 0 ALLOS THERAPEUTICS INC COM 019777101 4169645 717420 717420 0 0 602850 0 114570 ALLSTATE CORP COM 020002101 343896173 8199718 7935518 0 264200 7859498 0 340220 ALLTEL CORP COM 020039103 99103917 1889133 1889133 0 0 1887146 0 1987 ALPHARMA INC CL A 020813101 12195650 372500 372500 0 0 372500 0 0 ALSTOM SPONSORED ADR 021244108 6361859 229670 89970 0 139700 89970 0 139700 ALTERA CORP COM 021441100 213138937 9942573 9942573 0 0 9938383 0 4190 ALZA CORP DEL COM 022615108 17793149 439337 439337 0 0 439337 0 0 AMBAC FINL GROUP INC COM 023139108 17728939 279504 279504 0 0 279504 0 0 AMDOCS LTD ORD G02602103 38267454 798903 798903 0 0 761968 0 36935 AMERICA MOVIL S A DE C V SPON ADR L SHS 02364W105 881798 60191 60191 0 0 60191 0 0 AMERICAN EAGLE OUTFITTERS NEW COM 02553E106 7073593 246038 246038 0 0 246038 0 0 ----------- PAGE TOTAL: 1727707006 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- AMERICAN EXPRESS CO COM 025816109 57288015 1387119 1387119 0 0 1383336 0 3783 AMERICAN GENERAL CORP COM 026351106 58352938 1525567 1302767 0 222800 1255367 0 270200 AMERICAN HOME PRODS CORP COM 026609107 1524129689 25942633 25753333 0 189300 25495933 0 446700 AMERICAN INTL GROUP INC COM 026874107 1119981768 13912817 1386321704960 0 13815087 0 97730 AMERICAN PWR CONVERSION CORP COM 029066107 1305923 101305 101305 0 0 101305 0 0 AMERICAN STD COS INC DEL COM 029712106 17383947 294294 294294 0 0 294294 0 0 AMERICAN TOWER CORP CL A 029912201 378302060 20448760 20448760 0 0 20048411 0 400349 AMERICAN TOWER CORP NT CV 144A 09 029912AA0 1895163 1790000 1790000 0 0 1790000 0 0 AMERICAN TOWER CORP NT CONV 5%10 029912AF9 5904675 7498000 7498000 0 0 7498000 0 0 AMERICAN WTR WKS INC COM 030411102 2844450 88200 88200 0 0 88200 0 0 AMERIHOST PPTYS INC COM NEW 03070D209 1755000 520000 520000 0 0 520000 0 0 AMERISOURCE HEALTH CORP CL A 03071P102 8772200 178842 178842 0 0 129762 0 49080 AMGEN INC COM 031162100 202529 3365 3365 0 0 3365 0 0 AMR CORP COM 001765106 391237 11140 11140 0 0 7200 0 3940 ANADARKO PETE CORP COM 032511107 29925468 476672 476672 0 0 476672 0 0 ANADIGICS INC COM 032515108 7186668 542390 542390 0 0 494054 0 48336 ANALOG DEVICES INC COM 032654105 355713140 9815484 9815484 0 0 9799592 0 15892 ANALOG DEVICES INC SB NT CV 144A 05 032654AC9 1022250 1160000 1160000 0 0 1160000 0 0 ANC RENTAL CORP COM 001813104 1095000 365000 365000 0 0 365000 0 0 ANDRX GROUP COM 034553107 48380052 987348 987348 0 0 987348 0 0 ANHEUSER BUSCH COS INC COM 035229103 245274927 5340190 5340190 0 0 5291413 0 48777 ----------- PAGE TOTAL: 3867107097 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- ANNTAYLOR STORES CORP GTD SD CV 144A19 036115AA1 1970000 4000000 4000000 0 0 4000000 0 0 ANTEC CORP COM 03664P105 7278226 999619 999619 0 0 813929 0 185690 AO TATNEFT SPON ADR REG S 03737P306 1090394 137850 137850 0 0 137850 0 0 AOL TIME WARNER INC COM 00184A105 353049188 8793255 8793255 0 0 8739783 0 53472 APACHE CORP COM 037411105 378279531 6566213 6510213 0 56000 6250076 0 316137 APACHE CORP ACES C DP 1/50 037411600 2427500 50000 50000 0 0 50000 0 0 APPLE COMPUTER INC COM 037833100 21595495 978500 978500 0 0 978500 0 0 APPLEBEES INTL INC COM 037899101 50146159 1405166 1405166 0 0 1304616 0 100550 APPLERA CORP COM AP BIO GRP 038020103 513962301 18521164 18521164 0 0 18480739 0 40425 APPLIED MATLS INC COM 038222105 29830082 685749 685749 0 0 685749 0 0 APPLIED MICRO CIRCUITS CORP COM 03822W109 26879144 1629039 1629039 0 0 1624499 0 4540 ARACRUZ CELULOSE S A SPON ADR CL B 038496204 220176 16680 16680 0 0 16680 0 0 ARCH COAL INC COM 039380100 12913585 430740 430740 0 0 430740 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 15932527 1211599 1064499 0 147100 992199 0 219400 ART TECHNOLOGY GROUP INC COM 04289L107 6217836 518153 518153 0 0 518153 0 0 ARTHROCARE CORP COM 043136100 38771110 2769365 2769365 0 0 2450354 0 319011 ASM INTL N V COM N07045102 4653450 263100 263100 0 0 256200 0 6900 ASPEN TECHNOLOGY INC COM 045327103 65071002 2725487 2725487 0 0 2315951 0 409536 ASSOCIATED MATLS INC COM 045709102 1181250 70000 70000 0 0 70000 0 0 ASYST TECHNOLOGY CORP COM 04648X107 5530005 425385 425385 0 0 425385 0 0 AT & T CDA INC DEPS RCPT CL B 00207Q202 15395913 526356 526356 0 0 473286 0 53070 ----------- PAGE TOTAL: 1552394873 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- AT&T CORP COM 001957109 28149058 1321552 1321552 0 0 1312682 0 8870 AT&T CORP COM LIB GRP A 001957208 72624664 5187476 5187476 0 0 5171516 0 15960 ATLANTIS PLASTICS INC COM 049156102 420746 116550 116550 0 0 116550 0 0 ATMEL CORP COM 049513104 43642471 4447867 4447867 0 0 4417877 0 29990 ATMOS ENERGY CORP COM 049560105 47073996 1977899 1977899 0 0 1977899 0 0 AUSTRALIA&NEW ZEALAND BKG GRP SPONSORED ADR 052528304 451584 13440 13440 0 0 13440 0 0 AUTOMATIC DATA PROCESSING INC COM 053015103 678349987 12474255 12474255 0 0 12439094 0 35161 AUTONATION INC COM 05329W102 17077005 1897445 1897445 0 0 1897445 0 0 AVT CORP COM 002420107 5786877 2057922 2057922 0 0 1762032 0 295890 AWARE INC MASS COM 05453N100 10615788 1102939 1102939 0 0 950786 0 152153 AXA SPONSORED ADR 054536107 1394154 25464 25464 0 0 22127 0 3337 AZTEC TECHNOLOGY PARTNERS INC COM 05480L101 109338 874703 874703 0 0 874703 0 0 BAKER HUGHES INC COM 057224107 412111420 11349805 11349805 0 0 11329375 0 20430 BANCO DE A EDWARDS SPON ADR REP A 059504100 984095 63490 63490 0 0 63490 0 0 BANCO LATINOAMERICANO DE EXPO CL E P16994132 903687 29350 29350 0 0 29350 0 0 BANCO SANTANDER CHILE SPON ADR SER A 05965F108 507955 31550 31550 0 0 31550 0 0 BANK NEW YORK INC COM 064057102 20497035 416268 416268 0 0 415898 0 370 BANK OF AMERICA CORPORATION COM 060505104 679040653 12402569 12290769 0 111800 12212529 0 190040 BARR LABS INC COM 068306109 840113 14695 14695 0 0 9825 0 4870 BAXTER INTL INC COM 071813109 94541507 1004265 1004265 0 0 1002495 0 1770 BB&T CORP COM 054937107 3125277 88862 88862 0 0 88862 0 0 ----------- PAGE TOTAL: 2118247408 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- BBVA BANCO BHIF SPONSORED ADR 073297103 182774 11830 11830 0 0 11830 0 0 BCE INC COM 05534B109 38653429 1717167 1717167 0 0 1717167 0 0 BEA SYS INC COM 073325102 183310457 6240356 6240356 0 0 6231976 0 8380 BEAR STEARNS COS INC COM 073902108 2670713 58389 58389 0 0 58389 0 0 BED BATH & BEYOND INC COM 075896100 24456801 995717 995717 0 0 995717 0 0 BELDEN INC COM 077459105 7060207 352130 352130 0 0 256090 0 96040 BELLSOUTH CORP COM 079860102 22127490 540750 540750 0 0 536180 0 4570 BEST BUY INC COM 086516101 11989064 333400 333400 0 0 333400 0 0 BIOVAIL CORP COM 09067J109 57655712 1595785 1595785 0 0 1595785 0 0 BISYS GROUP INC COM 055472104 203728402 3812497 3812497 0 0 3619527 0 192970 BJ SVCS CO COM 055482103 93630706 1315038 1315038 0 0 1309338 0 5700 BJS WHOLESALE CLUB INC COM 05548J106 56853456 1188160 1188160 0 0 1101750 0 86410 BLACK BOX CORP DEL COM 091826107 5730228 128590 128590 0 0 93020 0 35570 BLACK HILLS CORP COM 092113109 6865642 150200 150200 0 0 150200 0 0 BLYTH INC COM 09643P108 5560259 241226 241226 0 0 172886 0 68340 BMC SOFTWARE INC COM 055921100 261381972 12157301 12157301 0 0 12156421 0 880 BOEING CO COM 097023105 403099009 7235667 7080367 0 155300 6934579 0 301088 BOSTON SCIENTIFIC CORP COM 101137107 18489824 916245 916245 0 0 916245 0 0 BOTTOMLINE TECH DEL INC COM 101388106 4546038 624370 624370 0 0 551750 0 72620 BP AMOCO P L C SPONSORED ADR 055622104 262733335 5294908 5294908 0 0 5272414 0 22494 BRASIL TELECOM PARTICIPACOES SPON ADR PFD 105530109 460013 11750 11750 0 0 11750 0 0 ----------- PAGE TOTAL: 1671185529 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- BRAUN CONSULTING INC COM 105651103 6811141 1676795 1676795 0 0 1568005 0 108790 BRIGHT HORIZON FAMILY SOLUTION COM 109195107 9426059 397724 397724 0 0 321294 0 76430 BRINKER INTL INC COM 109641100 13928653 499056 499056 0 0 499056 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 1326278032 22327913 22327913 0 0 22250590 0 77323 BROADCOM CORP CL A 111320107 7966574 275660 275660 0 0 275660 0 0 BROADVISION INC COM 111412102 10092144 1888500 1888500 0 0 1888500 0 0 BROADWING INC COM 111620100 31348665 1637006 1637006 0 0 1565815 0 71191 BROCADE COMMUNICATIONS SYS INC COM 111621108 25437085 1217668 1217668 0 0 1216588 0 1080 BROOKS AUTOMATION INC COM 11434A100 28605014 719623 719623 0 0 719623 0 0 BUCA INC COM 117769109 4282600 230000 230000 0 0 230000 0 0 BURLINGTON NORTHN SANTA FE CP COM 12189T104 36850029 1212970 1212970 0 0 1212970 0 0 BURLINGTON RES INC COM 122014103 5207647 116372 116372 0 0 116372 0 0 C H ROBINSON WORLDWIDE INC COM 12541W100 9353216 341670 341670 0 0 288770 0 52900 CABLE DESIGN TECHNOLOGIES CORP COM 126924109 78738159 5875982 5875982 0 0 5409103 0 466879 CABLETRON SYS INC COM 126920107 202899650 15728655 15728655 0 0 15315155 0 413500 CADENCE DESIGN SYSTEM INC COM 127387108 183433983 9920713 9920713 0 0 9920713 0 0 CALIFORNIA AMPLIFIER INC COM 129900106 779805 155000 155000 0 0 155000 0 0 CALIFORNIA PIZZA KITCHEN INC COM 13054D109 9375100 330400 330400 0 0 283310 0 47090 CALLAWAY GOLF CO COM 131193104 8389206 377722 377722 0 0 377722 0 0 CALPINE CORP COM 131347106 688776791 12507296 12507296 0 0 12484716 0 22580 CANADIAN NATL RY CO COM 136375102 138303936 3671461 3571161 0 100300 3456668 0 214793 ----------- PAGE TOTAL: 2826283488 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- CANADIAN NATL RY CO PFD CV 063029 136375409 3492111 65030 65030 0 0 65030 0 0 CANON INC ADR 138006309 576576 15775 15775 0 0 15775 0 0 CAPITAL ONE FINL CORP COM 14040H105 106286441 1915071 1915071 0 0 1901278 0 13793 CARBO CERAMICS INC COM 140781105 8196188 242850 242850 0 0 242850 0 0 CARDINAL HEALTH INC COM 14149Y108 525900105 5435660 5435660 0 0 5422320 0 13340 CAREMARK RX INC COM 141705103 306281616 23487854 23487854 0 0 19853074 0 3634780 CARNIVAL CORP COM 143658102 81564519 2947760 2947760 0 0 2936480 0 11280 CARRAMERICA RLTY CORP COM 144418100 8841447 309900 309900 0 0 309900 0 0 CATALINA MARKETING CORP COM 148867104 5653305 173574 173574 0 0 125584 0 47990 CATERPILLAR INC DEL COM 149123101 36443480 821169 699469 0 121700 672569 0 148600 CEC ENTMT INC COM 125137109 17252150 389000 389000 0 0 389000 0 0 CELESTICA INC SUB VTG SHS 15101Q108 39205687 1421526 1421526 0 0 1421526 0 0 CEMEX S A SPON ADR 5 ORD 151290889 2622957 121998 121998 0 0 121998 0 0 CENDANT CORP COM 151313103 391691806 26846594 26846594 0 0 26846594 0 0 CENTURYTEL INC COM 156700106 20258975 704660 704660 0 0 704660 0 0 CERIDIAN CORP COM 15677T106 12039301 650773 650773 0 0 470733 0 180040 CERNER CORP COM 156782104 1861145 54340 54340 0 0 23440 0 30900 CHARTER COMMUNICATIONS INC DEL CL A 16117M107 345531036 15272090 15272090 0 0 15252880 0 19210 CHARTER ONE FINL INC COM 160903100 2149385 75950 75950 0 0 75950 0 0 CHC HELICOPTER CORP CL A SUB VTG 12541C203 142000 16000 16000 0 0 16000 0 0 CHECK POINT SOFTWARE TECH LTD ORD M22465104 307204160 6467456 6467456 0 0 6441116 0 26340 ----------- PAGE TOTAL: 2223194390 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- CHECKFREE CORP NEW COM 162813109 246092584 8359975 8359975 0 0 7787175 0 572800 CHEESECAKE FACTORY INC COM 163072101 13767688 374000 374000 0 0 374000 0 0 CHEVRON CORPORATION COM 166751107 52754454 600848 600848 0 0 599481 0 1367 CHINA MOBILE HONG KONG LTD SPONSORED ADR 16941M109 31807091 1445120 1445120 0 0 1445120 0 0 CIENA CORP COM 171779101 347665485 8327317 8327317 0 0 8306887 0 20430 CIGNA CORP COM 125509109 853407861 7949030 7859730 0 89300 7770475 0 178555 CINTAS CORP COM 172908105 18659615 473354 473354 0 0 473028 0 326 CISCO SYS INC COM 17275R102 1190604955 75297556 75297556 0 0 75194114 0 103442 CIT GROUP INC CL A 125577106 56776058 1965930 1965930 0 0 1962440 0 3490 CITIGROUP INC COM 172967101 1217989581 27078470 27078470 0 0 26977240 0 101230 CITRIX SYS INC COM 177376100 297475617 14081686 14081686 0 0 13319606 0 762080 CLEAR CHANNEL COMMUNICATIONS COM 184502102 894824113 16433868 16433868 0 0 16391548 0 42320 CLOSURE MED CORP COM 189093107 4908240 288720 288720 0 0 288720 0 0 CMS ENERGY CORP COM 125896100 2727162 92165 92165 0 0 92165 0 0 CMS ENERGY CORP ADJ CV TR8.75% 125896308 23753112 697800 697800 0 0 697800 0 0 CNET NETWORKS INC COM 12613R104 178948964 15996153 15996153 0 0 14832152 0 1164001 COCA COLA CO COM 191216100 28672942 634919 634919 0 0 630172 0 4747 COCA-COLA FEMSA S A DE C V SPON ADR REP L 191241108 973203 50820 50820 0 0 50820 0 0 COGNEX CORP COM 192422103 3056006 123475 123475 0 0 114255 0 9220 COLGATE PALMOLIVE CO COM 194162103 99624386 1802830 1802830 0 0 1797641 0 5189 COLT TELECOM GROUP PLC SPONSORED ADR 196877104 697495 16436 16436 0 0 16436 0 0 ----------- PAGE TOTAL: 5565186611 MFS 13F REPORT DATE: 010331 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 CL A SPL 200300200 616265515 14695031 14507031 0 188000 14432821 0 262210 COMCAST CORP ZONES CV2% PCS 200300507 1163400 27700 27700 0 0 27700 0 0 COMERICA INC COM 200340107 138385578 2250172 2250172 0 0 2247772 0 2400 COMMONWEALTH TEL ENTERPRISES COM 203349105 1212089 35133 35133 0 0 35133 0 0 COMMUNITY HEALTH SYS INC NEWCO COM 203668108 20208638 709075 709075 0 0 709075 0 0 COMPAGNIE GENERALE DES SPONSORED GEOPHYS ADR 204386106 145191 11862 11862 0 0 11862 0 0 COMPANHIA BRASILEIRA DE DISTRB ADR 20440T201 1551579 49890 49890 0 0 49890 0 0 COMPANHIA DE BEBIDAS DAS AMERS SPON ADR PFD 20441W203 14140013 605568 605568 0 0 605568 0 0 COMPANHIA VALE DO RIO DOCE SPON ADR PFD 204412100 2226792 90520 90520 0 0 90520 0 0 COMPANIA ANONIMA NACIONL TEL SPON ADR D 204421101 1837247 94460 94460 0 0 94460 0 0 COMPAQ COMPUTER CORP COM 204493100 654438621 35958166 35548866 0 409300 35118378 0 839788 COMPLETE BUSINESS SOLUTIONS COM 20452F107 11385442 1228203 1228203 0 0 1062848 0 165355 COMPLETEL EUROPE NV ORD N21590109 3121250 1135000 1135000 0 0 1135000 0 0 COMPUTER ASSOC INTL INC COM 204912109 336420942 12368417 12368417 0 0 12324557M 0 43860 COMPUTER NETWORK TECHNOLOGY CP COM 204925101 42252127 3797944 3797944 0 0 3334263 0 463681 COMPUTER SCIENCES CORP COM 205363104 115598455 3573368 3561668 0 11700 3440418 0 132950 COMPUWARE CORP COM 205638109 244563316 25083417 25083417 0 0 25083417 0 0 COMVERSE TECHNOLOGY INC COM PAR $0.10 205862402 460578454 7820996 7820996 0 0 7795206 0 25790 CONCORD COMMUNICATIONS INC COM 206186108 4175345 509997 509997 0 0 430717 0 79280 CONCORD EFS INC COM 206197105 90949606 2249168 2249168 0 0 1932668 0 316500 CONEXANT SYSTEMS INC COM 207142100 924756 103475 103475 0 0 103475 0 0 ----------- PAGE TOTAL: 2761544356 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- CONMED CORP COM 207410101 20619118 1074640 1074640 0 0 909050 0 165590 CONOCO INC CL A 208251306 83342071 2965910 2965910 0 0 2695970 0 269940 CONOCO INC CL B 208251405 480079653 16993970 16993970 0 0 16929550 0 64420 CONSECO INC COM 208464107 9138763 567625 567625 0 0 567625 0 0 CONSOL ENERGY INC COM 20854P109 3556950 103100 103100 0 0 103100 0 0 CONSTELLATION BRANDS INC CL A 21036P108 7074550 98600 98600 0 0 98600 0 0 CONSTELLATION ENERGY GROUP INC COM 210371100 204161744 4629518 4629518 0 0 4612748 0 16770 CONTINENTAL AIRLS INC CL B 210795308 1510686 36490 36490 0 0 36490 0 0 COOPER CAMERON CORP COM 216640102 252161100 4669650 4599850 0 69800 4414994 0 254656 CORNING INC COM 219350105 46345807 2240010 2240010 0 0 2230947 0 9063 COST PLUS INC CALIF COM 221485105 8613657 373500 373500 0 0 373500 0 0 COSTCO WHSL CORP NEW COM 22160K105 319306914 8135208 8135208 0 0 8108108 0 27100 COTELLIGENT INC COM 221630106 424656 589800 589800 0 0 589800 0 0 COTT CORP QUE COM 22163N106 1555432 136000 136000 0 0 136000 0 0 COUNTRYWIDE CR INDS INC DEL COM 222372104 17966855 364070 364070 0 0 363100 0 970 COX COMMUNICATIONS INC NEW CL A 224044107 38838035 872961 791261 0 81700 770361 0 102600 COX RADIO INC CL A 224051102 19604431 933100 933100 0 0 933100 0 0 CREDENCE SYS CORP COM 225302108 1942478 94755 94755 0 0 87865 0 6890 CROWN CASTLE INTL CORP COM 228227104 398117 26878 26878 0 0 26878 0 0 CSG SYS INTL INC COM 126349109 290826720 7061129 7061129 0 0 6574508 0 486621 CSX CORP COM 126408103 8386515 248858 248858 0 0 248858 0 0 ----------- PAGE TOTAL: 1815854249 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- CUMMINS ENGINE INC COM 231021106 2079416 55392 55392 0 0 55392 0 0 CUMULUS MEDIA INC CL A 231082108 121401 21000 21000 0 0 21000 0 0 CVS CORP COM 126650100 1389922611 23763423 23763423 0 0 23624417 0 139006 CYBERONICS INC COM 23251P102 25167078 1554771 1554771 0 0 1277631 0 277140 CYPRESS SEMICONDUCTOR CORP COM 232806109 6869311 387440 387440 0 0 387440 0 0 CYSIVE INC COM 23281T108 7327992 1831998 1831998 0 0 1625741 0 206257 CYTEC INDS INC COM 232820100 4702873 146873 146873 0 0 146873 0 0 CYTYC CORP COM 232946103 248582004 15065576 15065576 0 0 13619889 0 1445687 DAIMLERCHRYSLER AG ORD D1668R123 7719384 173158 173158 0 0 173158 0 0 DANAHER CORP DEL COM 235851102 40727403 746470 746470 0 0 744640 0 1830 DATA RETURN CORP COM 23785M104 3801885 1267295 1267295 0 0 1118995 0 148300 DAVITA INC COM 23918K108 157594419 9281179 9281179 0 0 8112891 0 1168288 DEERE & CO COM 244199105 581217308 15993872 15607872 0 386000 15356182 0 637690 DEL MONTE FOODS CO COM 24522P103 56526032 6944230 6944230 0 0 6138600 0 805630 DELL COMPUTER CORP COM 247025109 314873429 12258085 12258085 0 0 12245325 0 12760 DELPHI AUTOMOTIVE SYS CORP COM 247126105 31583952 2228931 2228931 0 0 2207591 0 21340 DELTA & PINE LD CO COM 247357106 13241986 549460 549460 0 0 549460 0 0 DENDRITE INTL INC COM 248239105 36654800 2618200 2618200 0 0 2126495 0 491705 DEVON ENERGY CORP NEW COM 25179M103 452697642 7778310 7596210 0 182100 7367789 0 410521 DEVON ENERGY CORP NEW SRDBCV ZRO144A20 25179MAC7 1625250 3300000 3300000 0 0 3300000 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 22845877 564793 370893 0 193900 370893 0 193900 ----------- PAGE TOTAL: 3405882055 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- DIAL CORP NEW COM 25247D101 159838 12787 12787 0 0 9597 0 3190 DIAMOND OFFSHORE DRILLING INC COM 25271C102 110758799 2814709 2814709 0 0 2663974 0 150735 DIGEX INC DEL CL A 253756100 15947775 1144276 1144276 0 0 1140080 0 4196 DIGITAL INSIGHT CORP COM 25385P106 8897585 773703 773703 0 0 652311 0 121392 DILLARDS INC CL A 254067101 8003712 364800 364800 0 0 364800 0 0 DISNEY WALT CO COM DISNEY 254687106 102859757 3596495 3322395 0 274100 3240005 0 356490 DOCUMENTUM INC COM 256159104 11171710 1015610 1015610 0 0 1015610 0 0 DOLLAR TREE STORES INC COM 256747106 7205484 374000 374000 0 0 374000 0 0 DOMINION RES INC VA NEW COM 25746U109 193130071 2995658 2877958 0 117700 2849503 0 146155 DOW CHEM CO COM 260543103 9228890 292331 292331 0 0 291040 0 1291 DRIL-QUIP INC COM 262037104 10084224 420176 420176 0 0 352936 0 67240 DSP GROUP INC COM 23332B106 10158080 655360 655360 0 0 577680 0 77680 DST SYS INC DEL COM 233326107 125309614 2600324 2600324 0 0 2487870 0 112454 DU PONT E I DE NEMOURS & CO COM 263534109 21550162 529488 529488 0 0 528438 0 1050 DUKE ENERGY CORP COM 264399106 166818537 3903101 3903101 0 0 3903101 0 0 DUKE ENERGY CORP CORP UNITS 264399585 29702500 1090000 1090000 0 0 1090000 0 0 DUPONT PHOTOMASKS INC COM 26613X101 21325677 486011 486011 0 0 420554 0 65457 DYCOM INDS INC COM 267475101 8391140 650476 650476 0 0 547126 0 103350 DYNEGY INC NEW CL A 26816Q101 471885603 9250845 9250845 0 0 9228210 0 22635 E M C CORP MASS COM 268648102 626763077 21318472 21318472 0 0 21249192 0 69280 E PIPHANY INC COM 26881V100 87321770 7471701 7471701 0 0 7283666 0 188035 ----------- PAGE TOTAL: 2046674002 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- EBAY INC COM 278642103 11090954 306490 306490 0 0 306490 0 0 ECHOSTAR COMMUNICATIONS NEW CL A 278762109 858634172 31012178 31012178 0 0 30455739 0 556439 ECOLAB INC COM 278865100 3788106 89300 89300 0 0 89300 0 0 EDISON INTL COM 281020107 53530274 4234990 4234990 0 0 4234990 0 0 EDISON SCHOOLS INC CL A 281033100 5493825 271300 271300 0 0 228600 0 42700 EFUNDS CORP COM 28224R101 4261950 221400 221400 0 0 221400 0 0 EGL INC COM 268484102 43185431 1771710 1771710 0 0 1491000 0 280710 EL PASO CORP COM 28336L109 927970791 14210885 14210885 0 0 14184205 0 26680 EL PASO ELEC CO COM NEW 283677854 11063880 757800 757800 0 0 757800 0 0 EL PASO ENERGY CAP TR I PFD CV TR SECS 283678209 3240000 40000 40000 0 0 40000 0 0 ELANTEC SEMICONDUCTOR INC COM 284155108 2757932 103830 103830 0 0 79800 0 24030 ELECTRONIC ARTS INC COM 285512109 2068010 38120 38120 0 0 38120 0 0 ELECTRONIC DATA SYS NEW COM 285661104 18684388 334486 334486 0 0 334486 0 0 ELECTRONICS FOR IMAGING INC COM 286082102 4767843 193618 193618 0 0 193618 0 0 ELOYALTY CORP COM 290151109 13492475 5536510 5536510 0 0 4666026 0 870484 EMBRAER-EMPRESA BRASILEIRA DE SP ADR PFD SHS 29081M102 46554617 1228354 1228354 0 0 1152454 0 75900 EMMIS COMMUNICATIONS CORP CL A 291525103 10602286 418864 418864 0 0 351884 0 66980 EMULEX CORP COM NEW 292475209 136780284 7270906 7270906 0 0 7007710 0 263196 ENCOMPASS SVCS CORP COM 29255U104 4459000 910000 910000 0 0 910000 0 0 ENERGEN CORP COM 29265N108 29821440 844800 844800 0 0 844800 0 0 ENERGY EAST CORP COM 29266M109 45063849 2597340 2597340 0 0 2589700 0 7640 ----------- PAGE TOTAL: 2237311506 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- ENGELHARD CORP COM 292845104 13663390 528360 528360 0 0 528360 0 0 ENHERENT CORP COM 293313102 77614 354400 354400 0 0 354400 0 0 ENRON CORP COM 293561106 230975388 3975480 3975480 0 0 3962124 0 13356 ENTERCOM COMMUNICATIONS CORP CL A 293639100 45147133 1148782 1148782 0 0 1148782 0 0 ENTERGY CORP NEW COM 29364G103 32018800 842600 842600 0 0 842600 0 0 EOG RES INC COM 26875P101 291841113 7078368 7078368 0 0 6602743 0 475625 EPRESENCE INC COM 294348107 13798426 3024644 3024644 0 0 2613524 0 411120 EQUITABLE RES INC COM 294549100 12380325 179425 179425 0 0 179425 0 0 EQUITY OFFICE PROPERTIES TRUST COM 294741103 24132080 861860 686660 0 175200 649760 0 212100 EQUITY RESIDENTIAL PPTYS TR SH BEN INT 29476L107 62672320 1204542 1066042 0 138500 1036542 0 168000 EXAR CORP COM 300645108 17064526 869530 869530 0 0 718600 0 150930 EXCHANGE APPLICATIONS COM 300867108 1957704 1305136 1305136 0 0 942181 0 362955 EXELON CORP COM 30161N101 414911472 6324870 6154270 0 170600 6108079 0 216791 EXODUS COMMUNICATIONS INC COM 302088109 36120860 3360080 3360080 0 0 3352060 0 8020 EXPRESS SCRIPTS AUTO EXCH SEC TRACES 302181201 925000 12500 12500 0 0 12500 0 0 EXPRESS SCRIPTS INC CL A 302182100 87508227 1009555 1009555 0 0 989975 0 19580 EXTENSITY INC COM 302255104 1220647 205600 205600 0 0 149850 0 55750 EXTREME NETWORKS INC COM 30226D106 201363943 13238918 13238918 0 0 13194602 0 44316 EXXON MOBIL CORP COM 30231G102 1171080909 14457789 14125789 0 332000 13992922 0 464867 FAIRCHILD SEMICONDUCTOR INTL CL A 303726103 16771478 1259120 1259120 0 0 1259120 0 0 FEDERAL HOME LN MTG CORP COM 313400301 1759193104 27135479 269577790 177700 26862047 0 273432 ----------- PAGE TOTAL: 4434824458 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- FEDERAL NATL MTG ASSN COM 313586109 755716669 9493928 9368628 0 125300 9304368 0 189560 FEDERATED DEPT STORES INC DEL COM 31410H101 432120 10400 10400 0 0 10400 0 0 FEDERATED INVS INC PA CL B 314211103 24541319 865655 865655 0 0 695395 0 170260 FEDEX CORP COM 31428X106 127638915 3062354 3062354 0 0 2968714 0 93640 FIFTH THIRD BANCORP COM 316773100 5383350 100742 100742 0 0 100742 0 0 FINANCIAL FED CORP COM 317492106 26857733 1096234 1096234 0 0 1024414 0 71820 FIREPOND INC COM 318224102 1753450 701380 701380 0 0 701380 0 0 FIRST DATA CORP COM 319963104 480313987 8044113 8044113 0 0 8022156 0 21957 FIRST HEALTH GROUP CORP COM 320960107 61167147 1394123 1394123 0 0 1207093 0 187030 FIRST INDUSTRIAL REALTY TRUST COM 32054K103 10019534 316673 209973 0 106700 188173 0 128500 FIRST UN CORP COM 337358105 48734070 1476790 1476790 0 0 1476790 0 0 FISERV INC COM 337738108 191612274 4283370 4283370 0 0 4219945 0 63425 FLAG TELECOM HOLDINGS LTD ORD G3529L102 3663278 681540 681540 0 0 638730 0 42810 FLEETBOSTON FINL CORP COM 339030108 372498201 9867502 9692402 0 175100 9631132 0 236370 FLEXTRONICS INTL LTD ORD Y2573F102 313774410 20918294 20918294 0 0 20867688 0 50606 FLUOR CORP NEW COM 343412102 19823682 445476 445476 0 0 445476 0 0 FOMENTO ECONOMICO SPON ADR MEXICANO SA UNITS 344419106 3908586 110070 110070 0 0 110070 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 52249660 1858096 1858096 0 0 1858096 0 0 FOREST LABS INC COM 345838106 29621836 500031 500031 0 0 500031 0 0 FORTUNE BRANDS INC COM 349631101 44515217 1294047 1294047 0 0 1294047 0 0 FORWARD AIR CORP COM 349853101 6112469 187000 187000 0 0 187000 0 0 ----------- PAGE TOTAL: 2580337905 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- FOSTER WHEELER CORP COM 350244109 4057164 225900 225900 0 0 225900 0 0 FOUNDRY NETWORKS INC COM 35063R100 167100 22280 22280 0 0 22280 0 0 FOUR SEASONS HOTEL INC LTD VTG SH 35100E104 6754940 136491 136491 0 0 98701 0 37790 FOUR SEASONS HOTEL INC LYON ZERO CPN 29 35100EAD6 1394960 4982000 4982000 0 0 4982000 0 0 FOX ENTMT GROUP INC CL A 35138T107 134656332 6870221 6870221 0 0 6870221 0 0 FPL GROUP INC COM 302571104 61806951 1008270 924770 0 83500 905070 0 103200 FRIENDLY ICE CREAM CORP NEW COM 358497105 202800 120000 120000 0 0 120000 0 0 FUNDTECH LTD ORD M47095100 4631525 705810 705810 0 0 705810 0 0 GALLAGHER ARTHUR J & CO COM 363576109 105829180 3820548 3724348 0 96200 3702748 0 117800 GAMETECH INTERNATIONAL INC COM 36466D102 1066655 240400 240400 0 0 240400 0 0 GANNETT INC COM 364730101 193918006 3247120 3114220 0 132900 3083896 0 163224 GAP INC DEL COM 364760108 267095787 11260362 11260362 0 0 11236702 0 23660 GARTNER INC COM 366651107 6443002 955935 955935 0 0 795135 0 160800 GAYLORD CONTAINER CORP CL A 368145108 350900 302500 302500 0 0 302500 0 0 GEMSTAR-TV GUIDE INTL INC COM 36866W106 144386640 5022144 5022144 0 0 5008994 0 13150 GENENTECH INC COM NEW 368710406 71749138 1420775 1420775 0 0 1420775 0 0 GENERAL DYNAMICS CORP COM 369550108 259671700 4138854 4138854 0 0 4113107 0 25747 GENERAL ELEC CO COM 369604103 1281497101 30613882 30613882 0 0 30500825 0 113057 GENERAL MLS INC COM 370334104 35138267 816979 717179 0 99800 695679 0 121300 GENERAL MTRS CORP CL H NEW 370442832 37911900 1944200 1944200 0 0 1944200 0 0 GENZYME CORP COM GENL DIV 372917104 67650576 748927 748927 0 0 746777 0 2150 ----------- PAGE TOTAL: 2686380621 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- GEORGIA GULF CORP COM PAR $0.01 373200203 19602615 1125940 1125940 0 0 1125940 0 0 GILLETTE CO COM 375766102 22700176 728270 728270 0 0 726844 0 1426 GLENAYRE TECHNOLOGIES INC COM 377899109 1821820 845000 845000 0 0 845000 0 0 GLOBAL CROSSING LTD COM G3921A100 226014104 16754196 16754196 0 0 16753456 0 740 GLOBAL CROSSING LTD PFD CV 6.75% G3921A134 12627175 80300 80300 0 0 80300 0 0 GLOBAL CROSSING LTD PFD CONV 7% G3921A142 7396813 58300 58300 0 0 58300 0 0 GLOBAL INDS LTD COM 379336100 173334471 11903205 11903205 0 0 10622224 0 1280981 GLOBAL MARINE INC COM 379352404 495983821 19374368 19262668 0 111700 19013288 0 361080 GLOBAL PMTS INC COM 37940X102 35383655 1912630 1912630 0 0 1647512 0 265118 GOLDEN WEST FINL CORP DEL COM 381317106 35759446 550993 550993 0 0 550993 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 171748395 2018195 2018195 0 0 2014985 0 3210 GOODRICH B F CO COM 382388106 9883038 257572 257572 0 0 252212 0 5360 GRAINGER W W INC COM 384802104 318555715 9410804 9260704 0 150100 8951776 0 459028 GRANT PRIDECO INC COM 38821G101 250497824 14563827 14563827 0 0 14449347 0 114480 GREY WOLF INC COM 397888108 6241300 960200 960200 0 0 960200 0 0 GRUPO AEROPORTUARIO DEL SUREST SPON ADR SER 40051E202 28720212 1483482 1483482 0 0 1483482 0 0 GUIDANT CORP COM 401698105 377784539 8397078 8397078 0 0 8380638 0 16440 GULF CDA RES LTD ORD 40218L305 583620 106500 106500 0 0 106500 0 0 HAEMONETICS CORP COM 405024100 49688164 1501153 1501153 0 0 1257863 0 243290 HALLIBURTON CO COM 406216101 103649094 2820384 2516384 0 304000 2440384 0 380000 HANCOCK JOHN FINL SVCS INC COM 41014S106 319261577 8303292 8122292 0 181000 7953612 0 349680 ----------- PAGE TOTAL: 2667237574 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- HARLEY DAVIDSON INC COM 412822108 448114511 11808024 11808024 0 0 11770984 0 37040 HARMONIC INC COM 413160102 5043156 896561 896561 0 0 743821 0 152740 HARRAHS ENTMT INC COM 413619107 179195503 6088872 6088872 0 0 6075822 0 13050 HARTFORD FINL SVCS GROUP INC COM 416515104 563313887 9547693 9366993 0 180700 9248975 0 298718 HARVARD BIOSCIENCE INC COM 416906105 3029060 499680 499680 0 0 400790 0 98890 HCA-HEALTHCARE CO COM 404119109 444904329 11048034 10817134 0 230900 10742574 0 305460 HEALTH MGMT ASSOC INC NEW CL A 421933102 38923749 2503135 2503135 0 0 2503135 0 0 HEALTHSOUTH CORP COM 421924101 22811497 1769705 1769705 0 0 1769705 0 0 HEARST-ARGYLE TELEVISION INC COM 422317107 239990 11650 11650 0 0 11650 0 0 HERSHEY FOODS CORP COM 427866108 20445241 294940 294940 0 0 294940 0 0 HEWLETT PACKARD CO COM 428236103 43670275 1396555 1396555 0 0 1315693 0 80862 HI / FN INC COM 428358105 16212381 969640 969640 0 0 814980 0 154660 HIGHWOODS PPTYS INC COM 431284108 3956793 160519 160519 0 0 160519 0 0 HILFIGER TOMMY CORP ORD G8915Z102 5799770 451344 451344 0 0 451344 0 0 HILTON HOTELS CORP COM 432848109 7232759 692130 692130 0 0 668100 0 24030 HISPANIC BROADCASTING CORP CL A 43357B104 67009103 3508330 3508330 0 0 3501180 0 7150 HNC SOFTWARE INC COM 40425P107 29708248 1691621 1691621 0 0 1426911 0 264710 HOME DEPOT INC COM 437076102 207993489 4825835 4825835 0 0 4819535 0 6300 HONEYWELL INTL INC COM 438516106 29747647 729109 729109 0 0 728019 0 1090 HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 211200 8000 8000 0 0 8000 0 0 HOUSEHOLD INTL INC COM 441815107 44798295 756217 756217 0 0 756217 0 0 ----------- PAGE TOTAL: 2182360883 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- HOUSTON EXPL CO COM 442120101 77766600 2592220 2592220 0 0 2378591 0 213629 HSBC HLDGS PLC SPON ADR NEW 404280406 764474 12816 12816 0 0 12816 0 0 HYPERION SOLUTIONS CORP COM 44914M104 47489480 2945084 2945084 0 0 2465004 0 480080 I-MANY INC COM 44973Q103 6092564 535610 535610 0 0 535610 0 0 I-STAT CORP COM 450312103 6266389 315290 315290 0 0 315290 0 0 I2 TECHNOLOGIES INC COM 465754109 44658405 3079890 3079890 0 0 3079790 0 100 IDEXX LABS INC COM 45168D104 53972544 2460343 2460343 0 0 2047973 0 412370 IDX SYS CORP COM 449491109 13247935 733470 733470 0 0 665170 0 68300 IKON OFFICE SOLUTIONS INC COM 451713101 4161000 730000 730000 0 0 730000 0 0 ILLUMINA INC COM 452327109 2182398 309034 309034 0 0 309034 0 0 IMMUNEX CORP NEW COM 452528102 6202535 433380 433380 0 0 433380 0 0 IMPATH INC COM 45255G101 53469448 1152980 1152980 0 0 969380 0 183600 IMRGLOBAL CORPORATION COM 45321W106 4975875 884600 884600 0 0 756620 0 127980 IMS HEALTH INC COM 449934108 215419985 8651405 8651405 0 0 8443755 0 207650 INDYMAC BANCORP INC COM 456607100 6121620 213000 213000 0 0 213000 0 0 INET TECHNOLOGIES INC COM 45662V105 6056890 1030960 1030960 0 0 746260 0 284700 INFORMATICA CORP COM 45666Q102 9911982 744590 744590 0 0 744590 0 0 INFORMATION HLDGS INC COM 456727106 408740 19100 19100 0 0 19100 0 0 INFOUSA INC NEW COM 456818301 9774430 2250099 2250099 0 0 1861549 0 388550 ING GROEP N V SPONSORED ADR 456837103 2676090 41120 41120 0 0 41120 0 0 INGERSOLL-RAND CO COM 456866102 49976782 1258544 1258544 0 0 1250510 0 8034 ----------- PAGE TOTAL: 621596165 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- INGLES MKTS INC CL A 457030104 1048563 88300 88300 0 0 88300 0 0 INPUT/OUTPUT INC COM 457652105 23864388 2552341 2552341 0 0 2136351 0 415990 INRANGE TECHNOLOGIES CORP CL B 45769V206 249900 30000 30000 0 0 30000 0 0 INTEGRATED DEVICE TECHNOLOGY COM 458118106 6595035 222730 222730 0 0 222730 0 0 INTEL CORP COM 458140100 507844491 19300870 19229570 0 71300 19127536 0 173334 INTERNAP NETWORK SVCS CORP COM 45885A102 26826675 13849600 13849600 0 0 12988050 0 861550 INTERNATIONAL BUSINESS MACHS COM 459200101 1142845577 11882362 11796362 0 86000 11660966 0 221396 INTERNATIONAL GAME TECHNOLOGY COM 459902102 3677564 73040 73040 0 0 73040 0 0 INTERNATIONAL RECTIFIER CORP COM 460254105 2296755 56710 56710 0 0 56710 0 0 INTERNATIONAL SPEEDWAY CORP CL A 460335201 268885 7255 7255 0 0 7255 0 0 INTERNET SEC SYS INC COM 46060X107 153589760 5613866 5613866 0 0 5380840 0 233026 INTERSIL HLDG CORP CL A 46069S109 2323431 126020 126020 0 0 126020 0 0 INTERTAPE POLYMER GROUP INC COM 460919103 5038933 558640 558640 0 0 558640 0 0 INTERWOVEN INC COM 46114T102 14913494 1482160 1482160 0 0 1482160 0 0 INTRABIOTICS PHARMACEUTICALS COM 46116T100 5982264 2815183 2815183 0 0 2630007 0 185176 INTROGEN THERAPEUTICS INC COM 46119F107 1007538 248040 248040 0 0 196510 0 51530 INTUIT COM 461202103 28396020 1023280 1023280 0 0 1020520 0 2760 INVESTMENT TECHNOLOGY GRP NEW COM 46145F105 1632512 31885 31885 0 0 31885 0 0 IVAX CORP COM 465823102 1360800 43200 43200 0 0 43200 0 0 IVEX PACKAGING CORP DEL COM 465855104 37558235 2731508 2731508 0 0 2453628 0 277880 J P MORGAN CHASE & CO COM 46625H100 552790032 12311582 12185582 0 126000 12129984 0 181598 ----------- PAGE TOTAL: 2520110852 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- JABIL CIRCUIT INC COM 466313103 19475945 900830 900830 0 0 900830 0 0 JACOBS ENGR GROUP INC DEL COM 469814107 14934826 257497 257497 0 0 257497 0 0 JDA SOFTWARE GROUP INC COM 46612K108 6457090 564579 564579 0 0 405439 0 159140 JDS UNIPHASE CORP COM 46612J101 57760890 3132879 3132879 0 0 3132879 0 0 JEFFERSON PILOT CORP COM 475070108 87422089 1287702 1165502 0 122200 1136602 0 151100 JNI CORP COM 46622G105 23568848 3142513 3142513 0 0 2899512 0 243001 JOHNSON & JOHNSON COM 478160104 187036401 2138292 2107092 0 31200 2084656 0 53636 JONES APPAREL GROUP INC COM 480074103 13888174 367412 367412 0 0 367412 0 0 JUNIPER NETWORKS INC COM 48203R104 15591311 410730 410730 0 0 410730 0 0 JUPITER MEDIA METRIX INC COM 48206U104 1503707 462679 462679 0 0 462679 0 0 KANA COMMUNICATIONS COM 483600102 678919 350500 350500 0 0 350500 0 0 KERR MCGEE CORP COM 492386107 140175303 2159866 2159866 0 0 2159866 0 0 KEY ENERGY SVCS INC COM 492914106 7064033 660190 660190 0 0 660190 0 0 KEY3MEDIA GROUP INC COM 49326R104 1292995 108655 108655 0 0 108655 0 0 KEYSPAN CORP COM 49337W100 53328618 1398600 1398600 0 0 1398600 0 0 KILROY RLTY CORP COM 49427F108 21658673 807858 685658 0 122200 601698 0 206160 KIMBERLY CLARK CORP COM 494368103 5859223 86381 86381 0 0 86381 0 0 KINDER MORGAN ENERGY UT LTD PARTNERS PARTNER 494550106 1420381 22510 22510 0 0 22510 0 0 KINDER MORGAN INC KANS COM 49455P101 62407856 1173080 1173080 0 0 1173080 0 0 KING PHARMACEUTICALS INC COM 495582108 224940 5520 5520 0 0 0 0 5520 KLA-TENCOR CORP COM 482480100 20409283 518331 518331 0 0 518331 0 0 ----------- PAGE TOTAL: 742159503 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- KNIGHT TRADING GROUP INC COM 499063105 258863 17700 17700 0 0 17700 0 0 KNIGHTSBRIDGE TANKERS LTD ORD G5299G106 2603029 106520 106520 0 0 106520 0 0 KRISPY KREME DOUGHNUTS INC COM 501014104 8892000 247000 247000 0 0 247000 0 0 KROGER CO COM 501044101 593880772 23027560 22690660 0 336900 22563751 0 463809 KULICKE & SOFFA INDS INC COM 501242101 3390500 250000 250000 0 0 250000 0 0 L90 INC COM 539441105 1877780 639353 639353 0 0 559253 0 80100 LABORATORY CORP AMER HLDGS COM NEW 50540R409 30119378 250473 250473 0 0 250473 0 0 LAFARGE CORP COM 505862102 998186 32900 32900 0 0 32900 0 0 LAM RESEARCH CORP COM 512807108 42917675 1807060 1807060 0 0 1807060 0 0 LANDAMERICA FINL GROUP INC COM 514936103 4887269 137360 137360 0 0 137360 0 0 LANDRYS SEAFOOD RESTAURANTS COM 51508L103 3742458 329732 329732 0 0 235282 0 94450 LATTICE SEMICONDUCTOR CORP COM 518415104 6529860 359040 359040 0 0 359040 0 0 LEGATO SYS INC COM 524651106 3982812 330195 330195 0 0 330195 0 0 LEHMAN BROS HLDGS INC COM 524908100 99448282 1586097 1586097 0 0 1578507 0 7590 LEXMARK INTL NEW CL A 529771107 144137487 3166465 3166465 0 0 3166465 0 0 LIFEPOINT HOSPITALS INC COM 53219L109 40500281 1132875 1132875 0 0 955445 0 177430 LIGHTSPAN INC COM 53226T103 3685631 1965670 1965670 0 0 1918750 0 46920 LILLY ELI & CO COM 532457108 92808812 1210655 1174255 0 36400 1151255 0 59400 LINCARE HLDGS INC COM 532791100 52422982 990290 990290 0 0 826040 0 164250 LINCOLN NATL CORP IND COM 534187109 33762928 794983 794983 0 0 792803 0 2180 LINEAR TECHNOLOGY CORP COM 535678106 19071246 464450 464450 0 0 464260 0 190 ----------- PAGE TOTAL: 1189918232 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- LITTON INDS INC COM 538021106 612918 7630 7630 0 0 4900 0 2730 LOEWS CORP COM 540424108 1241669 20900 20900 0 0 11360 0 9540 LOWES COS INC COM 548661107 337773140 5778839 5778839 0 0 5764489 0 14350 LSI LOGIC CORP COM 502161102 33409419 2123930 2123930 0 0 2120770 0 3160 LTX CORP COM 502392103 15359294 821924 821924 0 0 821924 0 0 MACROMEDIA INC COM 556100105 19551020 1217222 1217222 0 0 1169220 0 48002 MAGYAR TAVKOZLESI RT SPONSORED ADR 559776109 14140044 969160 969160 0 0 969160 0 0 MAIL-WELL INC COM 560321200 7597200 1560000 1560000 0 0 1560000 0 0 MANOR CARE INC NEW COM 564055101 18392048 901571 901571 0 0 901571 0 0 MANUFACTURERS SVCS LTD COM 565005105 140590 47020 47020 0 0 47020 0 0 MARINE DRILLING COS INC COM PAR $0.01 568240204 33381977 1252607 1252607 0 0 1072377 0 180230 MARRIOTT INTL INC NEW CL A 571903202 2133206 51802 51802 0 0 51802 0 0 MARSH & MCLENNAN COS INC COM 571748102 28894632 304058 304058 0 0 275348 0 28710 MARSH SUPERMARKETS INC CL B 571783208 501725 42700 42700 0 0 42700 0 0 MARTEK BIOSCIENCES CORP COM 572901106 13524417 872543 872543 0 0 815143 0 57400 MARTIN MARIETTA MATLS INC COM 573284106 35632253 834479 834479 0 0 710949 0 123530 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 17095955 1417340 1417340 0 0 1216455 0 200885 MASSEY ENERGY CORP COM 576206106 14869103 621618 621618 0 0 621618 0 0 MATTEL INC COM 577081102 10991243 619574 619574 0 0 619574 0 0 MATTSON TECHNOLOGY INC COM 577223100 2011625 133000 133000 0 0 133000 0 0 MAXIM INTEGRATED PRODS INC COM 57772K101 14490788 348420 348420 0 0 348420 0 0 ----------- PAGE TOTAL: 621744264 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- MAXXAM INC COM 577913106 299000 23000 23000 0 0 23000 0 0 MAY DEPT STORES CO COM 577778103 6634689 186998 186998 0 0 181918 0 5080 MCCORMICK & CO INC COM NON VTG 579780206 8477319 201889 201889 0 0 201889 0 0 MCDATA CORP CL B 580031102 2670671 117796 117796 0 0 110060 0 7736 MCDATA CORP CL A 580031201 64169791 3399724 3399724 0 0 3355050 0 44674 MCDONALDS CORP COM 580135101 9768223 367918 367918 0 0 367396 0 522 MCGRAW HILL COS INC COM 580645109 43246250 725000 725000 0 0 725000 0 0 MCKESSON HBOC INC COM 58155Q103 11495411 429735 429735 0 0 429735 0 0 MCLEODUSA INC CL A 582266102 79354364 9134841 9134841 0 0 9134841 0 0 MDU RES GROUP INC COM 552690109 58891564 1648700 1648700 0 0 1648700 0 0 MEDTRONIC INC COM 585055106 227314764 4969715 4969715 0 0 4963030 0 6685 MELLON FINL CORP COM 58551A108 57068327 1408399 1364599 0 43800 1354699 0 53700 MEMBERWORKS INC COM 586002107 2862300 121800 121800 0 0 88021 0 33779 MERCK & CO INC COM 589331107 21304599 280693 280693 0 0 275113 0 5580 MERCURY INTERACTIVE CORP COM 589405109 37878241 904555 904555 0 0 903905 0 650 MERISTAR HOSPITALITY CORP COM 58984Y103 7617140 380857 380857 0 0 276807 0 104050 MERRILL LYNCH & CO INC COM 590188108 286829123 5177421 5177421 0 0 5164551 0 12870 META GROUP INC COM 591002100 759044 554047 554047 0 0 465865 0 88182 METASOLV INC COM 59139P104 39099653 2768117 2768117 0 0 2439072 0 329045 METLIFE INC COM 59156R108 47876562 1593230 1593230 0 0 1451030 0 142200 METRO GOLDWYN MAYER INC COM 591610100 8243140 480930 480930 0 0 480930 0 0 ----------- PAGE TOTAL: 1021860175 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- METROMEDIA FIBER NETWORK INC CL A 591689104 75748484 13822716 13822716 0 0 13801056 0 21660 METTLER TOLEDO INTERNATIONAL COM 592688105 23472684 570279 570279 0 0 475499 0 94780 MGIC INVT CORP WIS COM 552848103 39973017 584230 584230 0 0 584230 0 0 MGM MIRAGE COM 552953101 13027151 519010 519010 0 0 506750 0 12260 MICREL INC COM 594793101 8805742 315200 315200 0 0 315200 0 0 MICRO LINEAR CORP COM 594850109 293250 138000 138000 0 0 138000 0 0 MICROCHIP TECHNOLOGY INC COM 595017104 10412876 411381 411381 0 0 381952 0 29429 MICROMUSE INC COM 595094103 5130370 135760 135760 0 0 135760 0 0 MICRON TECHNOLOGY INC COM 595112103 155163763 3736185 3736185 0 0 3726045 0 10140 MICROSOFT CORP COM 594918104 2096073742 38328556 38132756 0 195800 37981331 0 347225 MID ATLANTIC MED SVCS INC COM 59523C107 12950588 637960 637960 0 0 459890 0 178070 MILLIPORE CORP COM 601073109 3797715 82095 82095 0 0 82095 0 0 MINNESOTA MNG & MFG CO COM 604059105 267494706 2574540 2574540 0 0 2565860 0 8680 MIRANT CORP COM 604675108 30824650 868300 868300 0 0 868300 0 0 MITEL CORP COM 606711109 62418391 7881110 7881110 0 0 6961890 0 919220 MKS INSTRUMENT INC COM 55306N104 14925266 797716 797716 0 0 725686 0 72030 MOBILE TELESYSTEMS OJSC SPONSORED ADR 607409109 1948440 74940 74940 0 0 74940 0 0 MODIS PROFESSIONAL SVCS INC COM 607830106 52291802 11367783 11367783 0 0 10814787 0 552996 MONTANA POWER CO COM 612085100 21320610 1512100 1512100 0 0 1512100 0 0 MOOG INC CL A 615394202 1411125 39750 39750 0 0 39750 0 0 MORGAN STANLEY DEAN WITTER&CO COM NEW 617446448 245165783 4582538 4527138 0 55400 4507458 0 75080 ----------- PAGE TOTAL: 3142650155 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- MOTHERS WK INC COM 619903107 1090375 143000 143000 0 0 143000 0 0 MOTOROLA INC COM 620076109 139628401 9791613 9372413 0 419200 9251509 0 540104 MPOWER COMMUNICATIONS CORP COM 62473J106 2546272 1006034 1006034 0 0 834514 0 171520 NABORS INDS INC COM 629568106 11147466 215036 215036 0 0 215036 0 0 NATIONAL DATA CORP COM 635621105 56418784 2416222 2416222 0 0 2075037 0 341185 NATIONAL EQUIP SVCS INC COM 635847106 552156 195800 195800 0 0 195800 0 0 NATIONAL FUEL GAS CO N J COM 636180101 138655824 2587828 2403128 0 184700 2364328 0 223500 NATIONAL PROCESSING INC COM 637229105 12364321 665106 665106 0 0 483956 0 181150 NATIONAL SEMICONDUCTOR CORP COM 637640103 45254473 1691756 1691756 0 0 1687986 0 3770 NATIONAL-OILWELL INC COM 637071101 27767996 801848 801848 0 0 670508 0 131340 NATIONWIDE FINL SVCS INC CL A 638612101 57015956 1501210 1501210 0 0 1501210 0 0 NATURAL MICROSYSTEMS CORP COM 638882100 21490200 2421431 2421431 0 0 2148001 0 273430 NAUTICA ENTERPRISES INC COM 639089101 1512089 84300 84300 0 0 84300 0 0 NAVIGANT CONSULTING INC COM 63935N107 9135788 1371740 1371740 0 0 1371740 0 0 NCO GROUP INC COM 628858102 22062818 863110 863110 0 0 726970 0 136140 NDS GROUP PLC SPONSORED ADR 628891103 1057488 27290 27290 0 0 21990 0 5300 NETEGRITY INC COM 64110P107 81666252 3316396 3316396 0 0 3059055 0 257341 NETIQ CORP COM 64115P102 39339653 2084220 2084220 0 0 2013920 0 70300 NETOPIA INC COM 64114K104 1607272 559051 559051 0 0 470200 0 88851 NETRO CORP COM 64114R109 11112310 2222462 2222462 0 0 2043062 0 179400 NETWORK APPLIANCE INC COM 64120L104 9285604 552320 552320 0 0 552320 0 0 ----------- PAGE TOTAL: 690711497 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- NEW YORK TIMES CO CL A 650111107 157118475 3834964 3834964 0 0 3830476 0 4488 NEWFIELD EXPL CO COM 651290108 202169558 5792824 5792824 0 0 5376239 0 416585 NEWS CORP LTD SP ADR PFD 652487802 2408794 90217 90217 0 0 90217 0 0 NEXTEL COMMUNICATIONS INC CL A 65332V103 7588994 527930 527930 0 0 527930 0 0 NEXTEL PARTNERS INC CL A 65333F107 85467781 6223080 6223080 0 0 6223080 0 0 NICOR INC COM 654086107 71526311 1919139 1771639 0 147500 1739739 0 179400 NIKE INC CL B 654106103 114372938 2820541 2820541 0 0 2813301 0 7240 NISOURCE INC COM 65473P105 363508706 11680871 11390071 0 290800 11313261 0 367610 NOBLE AFFILIATES INC COM 654894104 34452622 825608 825608 0 0 749928 0 75680 NOBLE DRILLING CORP COM 655042109 792348402 17165260 17165260 0 0 16472754 0 692506 NOKIA CORP SPONSORED ADR 654902204 310152792 12923033 12923033 0 0 12911483 0 11550 NORTEL NETWORKS CORP NEW COM 656568102 97575676 6944888 6944888 0 0 6883426 0 61462 NORTHEAST UTILS COM 664397106 31904466 1835700 1835700 0 0 1835700 0 0 NORTHERN TR CORP COM 665859104 15244063 243905 243905 0 0 243905 0 0 NORTHROP GRUMMAN CORP COM 666807102 8912193 102439 102439 0 0 100709 0 1730 NOVA CORP GA COM 669784100 163566691 8870211 8870211 0 0 8059801 0 810410 NOVARTIS A G SPONSORED ADR 66987V109 37714520 958925 642725 0 316200 638155 0 320770 NOVATEL WIRELESS INC COM 66987M109 2138129 1036920 1036920 0 0 750040 0 286880 NOVELLUS SYS INC COM 670008101 32834331 809485 809485 0 0 809485 0 0 NRG ENERGY INC COM 629377102 109101502 2997294 2997294 0 0 2997294 0 0 NRG ENERGY INC CORP UNITS 629377201 10739322 325434 325434 0 0 325434 0 0 ----------- PAGE TOTAL: 2650846262 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- NSTAR COM 67019E107 41985647 1096231 879231 0 217000 829791 0 266440 NTL INC COM 629407107 284282899 11303495 11303495 0 0 11170587 0 132908 NUMERICAL TECHNOLOGIES INC COM 67053T101 446054 45170 45170 0 0 32650 0 12520 OCCIDENTAL PETE CORP DEL COM 674599105 133341491 5387535 5205935 0 181600 5167185 0 220350 OCEANEERING INTL INC COM 675232102 16467925 765950 765950 0 0 765950 0 0 OFFICE DEPOT INC COM 676220106 64635568 7386922 7386922 0 0 7183402 0 203520 OIL STS INTL INC COM 678026105 9180113 816010 816010 0 0 816010 0 0 OMNICARE INC COM 681904108 20355836 948990 948990 0 0 948990 0 0 OMNICOM GROUP INC COM 681919106 207571054 2504477 2459177 0 45300 2439837 0 64640 ON SEMICONDUCTOR CORP COM 682189105 2992640 560000 560000 0 0 560000 0 0 ONESOURCE INFORMATION SVCS INC COM 68272J106 2429020 472480 472480 0 0 472480 0 0 ONI SYSTEMS CORP COM 68273F103 5853900 300200 300200 0 0 300200 0 0 ONYX SOFTWARE CORP COM 683402101 11074107 1378920 1378920 0 0 1155370 0 223550 ORACLE CORP COM 68389X105 1722155103 114963625 114963625 0 0 114885375 0 78250 ORION PWR HLDGS INC COM 686286105 78697485 2563436 2563436 0 0 2563436 0 0 ORTHODONTIC CTRS AMER INC COM 68750P103 24317018 1186196 1186196 0 0 1054346 0 131850 OSTEOTECH INC COM 688582105 9604700 1786921 1786921 0 0 1487761 0 299160 OWENS ILL INC COM NEW 690768403 44481435 5233110 5233110 0 0 5233110 0 0 OWENS ILL INC PFD CONV $.01 690768502 8573668 469790 469790 0 0 469790 0 0 PACKAGED ICE INC COM 695148106 126179 74223 74223 0 0 74223 0 0 PACKETEER INC COM 695210104 1971705 650513 650513 0 0 547643 0 102870 ----------- PAGE TOTAL: 2690543545 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- PALM INC COM 696642107 40267010 4790270 4790270 0 0 4780560 0 9710 PAPA JOHNS INTL INC COM 698813102 23072042 968925 968925 0 0 819575 0 149350 PAREXEL INTL CORP COM 699462107 20265731 1629471 1629471 0 0 1366221 0 263250 PARTNER COMMUNICATIONS CO LTD ADR 70211M109 46881724 10872385 10872385 0 0 10872385 0 0 PATHMARK STORES INC NEW COM 70322A101 763456 44387 44387 0 0 44387 0 0 PATHMARK STORES INC NEW WT EXP 092810 70322A119 162939 34303 34303 0 0 34303 0 0 PEGASUS COMMUNICATIONS CORP CL A 705904100 4923840 214080 214080 0 0 214080 0 0 PEOPLESOFT INC COM 712713106 93537536 3991020 3991020 0 0 3987800 0 3220 PEPSICO INC COM 713448108 89106911 2027461 1878761 0 148700 1845031 0 182430 PEREGRINE SYSTEMS INC COM 71366Q101 30588305 1568631 1568631 0 0 1321526 0 247105 PERFORMANCE FOOD GROUP CO COM 713755106 2594025 49410 49410 0 0 49410 0 0 PERSONNEL GROUP AMER INC COM 715338109 454440 378700 378700 0 0 378700 0 0 PETROLEO BRASILEIRO SA SPONSORED PETROBR ADR 71654V408 9280334 389930 389930 0 0 389930 0 0 PETROLEUM GEO-SVCS A/S SPONSORED ADR 716597109 229388 25630 25630 0 0 25630 0 0 PFIZER INC COM 717081103 1195868174 29203130 29203130 0 0 29122521 0 80609 PG&E CORP COM 69331C108 13339839 1126200 1126200 0 0 1126200 0 0 PHARMACEUTICAL PROD DEV INC COM 717124101 2106250 50000 50000 0 0 50000 0 0 PHARMACIA CORP COM 71713U102 1092709553 21693658 21585658 0 108000 21445288 0 248370 PHELPS DODGE CORP COM 717265102 33971828 845491 845491 0 0 845491 0 0 PHILIP MORRIS COS INC COM 718154107 609399211 12842976 12648476 0 194500 12571076 0 271900 PHOTRONICS INC COM 719405102 27486925 1113417 1113417 0 0 952533 0 160884 ----------- PAGE TOTAL: 3337009462 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- PINNACLE HLDGS INC COM 72346N101 54837585 6200541 6200541 0 0 5652016 0 548525 PINNACLE SYS INC COM 723481107 5851228 693520 693520 0 0 693520 0 0 PINNACLE WEST CAP CORP COM 723484101 110729400 2413983 2249283 0 164700 2204083 0 209900 PMC-SIERRA INC COM 69344F106 19740194 797906 797906 0 0 797906 0 0 PMI GROUP INC COM 69344M101 285912 4400 4400 0 0 4400 0 0 PNC FINL SVCS GROUP INC COM 693475105 452848791 6684115 6524615 0 159500 6477555 0 206560 POHANG IRON & STL LTD SPONSORED ADR 730450103 1100515 61310 61310 0 0 61310 0 0 POLO RALPH LAUREN CORP CL A 731572103 214500 7800 7800 0 0 7800 0 0 PORTAL SOFTWARE INC COM 736126103 18177770 2154530 2154530 0 0 2154530 0 0 POWERTEL INC COM 73936C109 869935 15817 15817 0 0 15817 0 0 POWERWAVE TECHNOLOGIES INC COM 739363109 24540560 1801142 1801142 0 0 1801142 0 0 PPG INDS INC COM 693506107 7339510 159243 159243 0 0 159243 0 0 PRAXAIR INC COM 74005P104 187171773 4191977 4191977 0 0 4083067 0 108910 PRECISE SOFTWARE SOLUTIONS LTD ORD M41450103 4445086 293890 293890 0 0 293890 0 0 PREDICTIVE SYS INC COM 74036W102 3953717 1946685 1946685 0 0 1654185 0 292500 PRI AUTOMATION INC COM 69357H106 3293138 192300 192300 0 0 161790 0 30510 PRIORITY HEALTHCARE CORP CL B 74264T102 2980136 78944 78944 0 0 78944 0 0 PROBUSINESS SERVICES INC COM 742674104 19186605 874623 874623 0 0 734363 0 140260 PROCTER & GAMBLE CO COM 742718109 190432643 3042055 2869455 0 172600 2829119 0 212936 PROFIT RECOVERY GROUP INTL INC COM 743168106 2717125 434740 434740 0 0 434740 0 0 PROGRESS ENERGY INC COM 743263105 17270252 400981 400981 0 0 400981 0 0 ----------- PAGE TOTAL: 1127986374 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- PROGRESSIVE CORP OHIO COM 743315103 54315003 559660 559660 0 0 557620 0 2040 PROVIDIAN FINL CORP COM 74406A102 41107579 838075 838075 0 0 829495 0 8580 PROVIDIAN FINL CORP SR NT CV 3.25%05 74406AAA0 957500 1000000 1000000 0 0 1000000 0 0 PROVIDIAN FINL CORP NT ZERO CV 21 74406AAB8 1809500 4400000 4400000 0 0 4400000 0 0 PROXICOM INC COM 744282104 2349306 799900 799900 0 0 719010 0 80890 PROXIM INC COM 744284100 5567375 553307 553307 0 0 481597 0 71710 PUBLIC SVC CO N MEX COM 744499104 34713366 1196600 1196600 0 0 1196600 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 115066718 2666050 2584650 0 81400 2567350 0 98700 PULTE CORP COM 745867101 4857282 120200 120200 0 0 120200 0 0 QLOGIC CORP COM 747277101 144965768 6442923 6442923 0 0 6256263 0 186660 QUAKER OATS CO COM 747402105 474496860 4889200 4835200 0 54000 4778741 0 110459 QUALCOMM INC COM 747525103 58179413 1027451 1027451 0 0 1027451 0 0 QUEST DIAGNOSTICS INC COM 74834L100 28588413 321688 321688 0 0 321688 0 0 QUORUM HEALTH GROUP INC COM 749084109 18989977 1250410 1250410 0 0 1042240 0 208170 QWEST COMMUNICATIONS INTL INC COM 749121109 841450327 24007142 23820742 0 186400 23714962 0 292180 RADIANT SYSTEMS INC COM 75025N102 26046117 1885760 1885760 0 0 1686076 0 199684 RADIO ONE INC CL A 75040P108 430269 24500 24500 0 0 24500 0 0 RADIO ONE INC CL D NON VTG 75040P405 3632651 236270 236270 0 0 234470 0 1800 RADIOSHACK CORP COM 750438103 296739217 8087741 8087741 0 0 8071141 0 16600 RATIONAL SOFTWARE CORP COM NEW 75409P202 248738702 14013448 14013448 0 0 13918839 0 94609 RAVISENT TECHNOLOGIES INC COM 754440105 996000 498000 498000 0 0 498000 0 0 ----------- PAGE TOTAL: 2403997342 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- RCM TECHNOLOGIES INC COM NEW 749360400 1634500 467000 467000 0 0 467000 0 0 REGIONS FINL CORP COM 758940100 2385011 83870 83870 0 0 83870 0 0 REGIS CORP MINN COM 758932107 9679893 661873 661873 0 0 478693 0 183180 RELIANT ENERGY INC COM 75952J108 68653300 1517200 1517200 0 0 1517200 0 0 REMEDY CORP COM 759548100 5313385 276020 276020 0 0 199800 0 76220 RENAISSANCE WORLDWIDE INC COM 75968A109 1672720 2060000 2060000 0 0 2060000 0 0 RENT A CTR INC NEW COM 76009N100 3367182 73300 73300 0 0 73300 0 0 REPUBLIC SVCS INC COM 760759100 4130625 220300 220300 0 0 220300 0 0 RETEK INC COM 76128Q109 12898410 685648 685648 0 0 545627 0 140021 REUTERS GROUP PLC SPONSORED ADR 76132M102 40928241 547535 547535 0 0 547075 0 460 RF MICRODEVICES INC COM 749941100 20646488 1766620 1766620 0 0 1766620 0 0 RITE AID CORP COM 767754104 3349215 500630 500630 0 0 500630 0 0 RIVERSTONE NETWORKS INC COM 769320102 3713067 398740 398740 0 0 398740 0 0 ROBERT HALF INTL INC COM 770323103 17120659 766025 766025 0 0 766025 0 0 ROCKWELL INTL CORP NEW COM 773903109 654300 18000 18000 0 0 13200 0 4800 ROGERS COMMUNICATIONS INC CL B 775109200 789488 53200 53200 0 0 53200 0 0 ROGERS WIRELESS COMMUNICATIONS CL B NON-VTG 775315104 344530 26300 26300 0 0 26300 0 0 ROHM & HAAS CO COM 775371107 164460945 5337908 5053608 0 284300 4835582 0 502326 ROYAL DUTCH PETE CO NY REG GLD1.25 780257804 271583374 4898690 4836490 0 62200 4825260 0 73430 RPM INC OHIO COM 749685103 2085900 204500 204500 0 0 204500 0 0 RSA SEC INC COM 749719100 193906609 7854604 7854604 0 0 7110339 0 744265 ----------- PAGE TOTAL: 829317842 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- S1 CORPORATION COM 78463B101 54498417 7517023 7517023 0 0 6892993 0 624030 SAFECO CORP COM 786429100 35451636 1257730 992930 0 264800 938330 0 319400 SAFEWAY INC COM NEW 786514208 1700216648 30828951 30676351 0 152600 30412052 0 416899 SAKS INC COM 79377W108 1207700 92900 92900 0 0 92900 0 0 SANDISK CORP COM 80004C101 11337873 556460 556460 0 0 556460 0 0 SANMINA CORP COM 800907107 97282217 4973020 4973020 0 0 4959730 0 13290 SANTA FE INTL CORP ORD G7805C108 461955195 14214006 14214006 0 0 14060186 0 153820 SAPIENT CORP COM 803062108 4674353 650390 650390 0 0 542050 0 108340 SBA COMMUNICATIONS CORP COM 78388J106 85104516 5382274 5382274 0 0 5202348 0 179926 SBC COMMUNICATIONS INC COM 78387G103 172574168 3866775 3707175 0 159600 3658822 0 207953 SCHERING PLOUGH CORP COM 806605101 505210923 13830028 13592428 0 237600 13492089 0 337939 SCHLOTZSKYS INC COM 806832101 944880 240000 240000 0 0 240000 0 0 SCHLUMBERGER LTD COM 806857108 214711491 3726983 3651083 0 75900 3597923 0 129060 SCHOLASTIC CORP COM 807066105 158011062 4381650 4381650 0 0 3894898 0 486752 SCHWAB CHARLES CORP NEW COM 808513105 67682081 4389240 4389240 0 0 4380560 0 8680 SCI SYS INC COM 783890106 27127828 1490540 1490540 0 0 1490540 0 0 SCIENTIFIC ATLANTA INC COM 808655104 40680011 978120 978120 0 0 978120 0 0 SCRIPPS E W CO OHIO CL A 811054204 577671 9965 9965 0 0 9965 0 0 SEARS ROEBUCK & CO COM 812387108 225269 6387 6387 0 0 6387 0 0 SEMCO ENERGY INC INCOME PRIDES 78412D307 1422026 118700 118700 0 0 118700 0 0 SEPRACOR INC COM 817315104 3635520 113610 113610 0 0 113610 0 0 ----------- PAGE TOTAL: 3644531484 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- SERONO S A SPONSORED ADR 81752M101 25535588 1264138 1264138 0 0 1264138 0 0 SHAW GROUP INC COM 820280105 5288226 113214 113214 0 0 113214 0 0 SIEBEL SYS INC COM 826170102 16718099 614636 614636 0 0 578560 0 36076 SIGMA ALDRICH CORP COM 826552101 18117480 378433 378433 0 0 378433 0 0 SIPEX CORP COM 829909100 8144819 871663 871663 0 0 685403 0 186260 SIX FLAGS INC COM 83001P109 5302868 274050 274050 0 0 274050 0 0 SKYWEST INC COM 830879102 28015971 1204988 1204988 0 0 1014038 0 190950 SL GREEN RLTY CORP COM 78440X101 217184 7912 7912 0 0 7912 0 0 SMARTFORCE PUB LTD CO SPONSORED ADR 83170A206 42658368 1922674 1922674 0 0 1880254 0 42420 SMITH INTL INC COM 832110100 603720 8600 8600 0 0 8600 0 0 SMITHFIELD FOODS INC COM 832248108 6938750 213500 213500 0 0 213500 0 0 SMUCKER J M CO COM 832696306 23408757 893464 624664 0 268800 563464 0 330000 SODEXHO MARRIOTT SVCS INC COM 833793102 33282178 1145686 1145686 0 0 979946 0 165740 SOLECTRON CORP COM 834182107 39114957 2057599 2057599 0 0 2054519 0 3080 SOLECTRON CORP LYON ZERO CPN 20 834182AL1 2280000 5700000 5700000 0 0 5700000 0 0 SONIC CORP COM 835451105 33914675 1353231 1353231 0 0 1145556 0 207675 SONY CORP ADR NEW 835699307 497080 6880 6880 0 0 6880 0 0 SOUTHTRUST CORP COM 844730101 101985397 2229189 2129989 0 99200 2095039 0 134150 SOVEREIGN BANCORP INC UNIT EX 111229 845905306 2609323 49820 49820 0 0 49820 0 0 SPANISH BROADCASTING SYS INC CL A 846425882 10249525 1576850 1576850 0 0 1319150 0 257700 SPDR TR UNIT SER 1 78462F103 245049 2100 2100 0 0 2100 0 0 ----------- PAGE TOTAL: 405128013 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- SPECIALTY LABORATORIES INC COM 84749R100 911400 37200 37200 0 0 37200 0 0 SPECTRASITE HLDGS INC COM 84760T100 3821592 886269 886269 0 0 886269 0 0 SPEECHWORKS INTL INC COM 84764M101 1452433 221340 221340 0 0 221340 0 0 SPHERION CORP COM 848420105 22222019 3202020 3202020 0 0 2916232 0 285788 SPORTSLINE COM INC COM 848934105 12788101 3468430 3468430 0 0 3086134 0 382296 SPRINT CORP COM FON GROUP 852061100 390710667 17767652 17324352 0 443300 17150752 0 616900 SPRINT CORP PCS COM SER 1 852061506 691516400 36395600 36395600 0 0 36012440 0 383160 SPX CORP COM 784635104 59462322 655160 655160 0 0 650280 0 4880 SPX CORP LYON ZERO 144A21 784635AC8 1072500 1950000 1950000 0 0 1950000 0 0 ST PAUL COS INC COM 792860108 738042729 16754659 16299259 0 455400 15981670 0 772989 STANLEY WKS COM 854616109 13966648 423874 423874 0 0 423874 0 0 STAPLES INC COM 855030102 79571566 5349349 5349349 0 0 5337829 0 11520 STARWOOD HOTELS&RESORTS WRLDWD PAIRED CTF 85590A203 44167155 1298652 1298652 0 0 1298652 0 0 STATE STR CORP COM 857477103 522933617 5598861 5598861 0 0 5589653 0 9208 STATION CASINOS INC COM 857689103 6955987 503692 503692 0 0 503692 0 0 STERICYCLE INC COM 858912108 3436125 77000 77000 0 0 77000 0 0 STERIS CORP COM 859152100 17380915 1232689 1232689 0 0 891479 0 341210 STET HELLAS COMMUNICATIONS S A ADR 859823106 963018 104110 104110 0 0 104110 0 0 STILWELL FINL INC COM 860831106 62342956 2324495 2324495 0 0 2324055 0 440 STRYKER CORP COM 863667101 43986036 841838 841838 0 0 836198 0 5640 STUDENT LN CORP COM 863902102 17629466 252282 252282 0 0 182562 0 69720 ----------- PAGE TOTAL: 2735333651 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- SUN MICROSYSTEMS INC COM 866810104 63078787 4104020 4104020 0 0 4093469 0 10551 SUNGARD DATA SYS INC COM 867363103 74012087 1503394 1503394 0 0 1275650 0 227744 SUPERIOR ENERGY SVCS INC COM 868157108 3398438 312500 312500 0 0 312500 0 0 SWITCHBOARD INC COM 871045100 7010196 2386856 2386856 0 0 2220298 0 166558 SYLVAN LEARNING SYS INC COM 871399101 18033469 874350 874350 0 0 874350 0 0 SYNGENTA AG SPONSORED ADR 87160A100 16274534 1564859 969559 0 595300 960167 0 604692 SYNOPSYS INC COM 871607107 78842989 1679762 1679762 0 0 1488862 0 190900 SYNOVUS FINL CORP COM 87161C105 7538670 279210 279210 0 0 279210 0 0 SYSCO CORP COM 871829107 27805491 1048868 1048868 0 0 1048868 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 23261901 1192918 1192918 0 0 1188878 0 4040 TALISMAN ENERGY INC COM 87425E103 1307520 36000 36000 0 0 36000 0 0 TALK COM INC COM 874264104 14858561 6603805 6603805 0 0 6603805 0 0 TARGET CORP COM 87612E106 24304101 673617 673617 0 0 673617 0 0 TECHNE CORP COM 878377100 1997256 76450 76450 0 0 64120 0 12330 TECHNOLOGY SOLUTIONS CO COM 87872T108 7386829 3328900 3328900 0 0 2775606 0 553294 TEEKAY SHIPPING MARSHALL ISLND COM Y8564W103 3205991 75258 75258 0 0 75258 0 0 TEKELEC COM 879101103 113376978 6298721 6298721 0 0 6091063 0 207658 TEKTRONIX INC COM 879131100 88728523 3251320 3251320 0 0 3251320 0 0 TELE CENTRO OESTE CELULAR S A SPON ADR PFD 87923P105 625357 77300 77300 0 0 77300 0 0 TELE NORTE CELULAR PART S A SPON ADR PFD 87924Y105 320600 11450 11450 0 0 11450 0 0 TELE NORTE LESTE PART S A SPON ADR PFD 879246106 375628 23073 23073 0 0 23073 0 0 ----------- PAGE TOTAL: 575743906 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- TELE1 EUROPE HLDG AB SPONSORED ADR 87944T201 1181667 429697 429697 0 0 429697 0 0 TELECORP PCS INC NEW CL A 879300101 7204667 478334 478334 0 0 478334 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 4979380 355670 355670 0 0 355670 0 0 TELEFONICA S A SPONSORED ADR 879382208 41787960 872400 872400 0 0 872400 0 0 TELEFONOS DE MEXICO S A SPON ADR ORD L 879403780 4148803 131541 131541 0 0 131541 0 0 TELEPHONE & DATA SYS INC COM 879433100 60624371 648389 648389 0 0 648389 0 0 TELETECH HOLDINGS INC COM 879939106 27580046 3502228 3502228 0 0 3502228 0 0 TENET HEALTHCARE CORP COM 88033G100 16548268 376097 376097 0 0 376097 0 0 TERADYNE INC COM 880770102 4812324 145828 145828 0 0 145828 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 6613722 121075 121075 0 0 121075 0 0 TEXAS INSTRS INC COM 882508104 225922146 7292516 7292516 0 0 7281054 0 11462 TEXTRON INC COM 883203101 17727316 311881 311881 0 0 311881 0 0 THERMO ELECTRON CORP COM 883556102 10284600 457500 457500 0 0 457500 0 0 THQ INC COM NEW 872443403 950000 25000 25000 0 0 25000 0 0 TIBCO SOFTWARE INC COM 88632Q103 16973735 1996910 1996910 0 0 1858540 0 138370 TICKETMASTER CL B 88633P203 6961465 768204 768204 0 0 645254 0 122950 TIER TECHNOLOGIES INC CL B 88650Q100 12080199 1028102 1028102 0 0 1028102 0 0 TIME WARNER TELECOM INC CL A 887319101 111577621 3067426 3067426 0 0 3066686 0 740 TJX COS INC NEW COM 872540109 23526496 735203 735203 0 0 729463 0 5740 TMP WORLDWIDE INC COM 872941109 450744 12000 12000 0 0 12000 0 0 TOOTSIE ROLL INDS INC COM 890516107 13304676 288292 288292 0 0 208713 0 79579 ----------- PAGE TOTAL: 615240204 MFS 13F REPORT DATE: 010331 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- TOTAL FINA ELF S A SPONSORED ADR 89151E109 26551666 390753 390753 0 0 388693 0 2060 TRANSACTION SYS ARCHITECTS CL A 893416107 18322809 2560482 2560482 0 0 2158342 0 402140 TRANSMETA CORP DEL COM 89376R109 2140100 111174 111174 0 0 110180 0 994 TRANSOCEAN SEDCO FOREX INC ORD G90078109 559350339 12903122 12869322 0 33800 12830692 0 72430 TRANSWITCH CORP COM 894065101 13001494 990590 990590 0 0 842090 0 148500 TRIBUNE CO NEW COM 896047107 19432206 476981 390781 0 86200 366021 0 110960 TRICO MARINE SERVICES INC COM 896106101 46138500 3075900 3075900 0 0 3026345 0 49555 TRICON GLOBAL RESTAURANTS COM 895953107 20755616 543483 543483 0 0 543483 0 0 TRITON PCS HLDGS INC CL A 89677M106 13224864 397000 397000 0 0 397000 0 0 TUBOS DE ACERO DE MEXICO S A ADR NEW 898592506 4072305 371900 371900 0 0 371900 0 0 TXU CORP COM 873168108 2018399 48848 48848 0 0 30000 0 18848 TYCO INTL LTD NEW COM 902124106 1791289909 41436269 41436269 0 0 41317960 0 118309 TYCO INTL LTD NEW LYON ZRO 144A 20 902124AA4 2274625 3100000 3100000 0 0 3100000 0 0 TYCOM LTD COM G9144B106 90053238 6848155 6848155 0 0 6847235 0 920 UAL CORP COM PAR $0.01 902549500 2561375 77500 77500 0 0 77500 0 0 UNIBANCO-UNIAO DE BANCOS GDR REP BRASL PFD UT 90458E107 1301602 63804 63804 0 0 63804 0 0 UNION PAC CORP COM 907818108 30141450 535848 535848 0 0 535848 0 0 UNITED MICROELECTRONICS CORP SPONSORED ADR 910873207 1124136 120100 120100 0 0 120100 0 0 UNITED PARCEL SERVICE INC CL B 911312106 84255813 1480770 1480770 0 0 1466920 0 13850 UNITED TECHNOLOGIES CORP COM 913017109 1552540399 21180633 21007433 0 173200 20929855 0 250778 UNITED THERAPEUTICS CORP DEL COM 91307C102 46789853 2683366 2683366 0 0 2565971 0 117395 ----------- PAGE TOTAL: 4327340697 MFS 13F REPORT DATE: 010331 PAGE: 40 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- UNITEDGLOBALCOM PFD CV 1/20DSR913247201 8227725 398920 398920 0 0 398920 0 0 UNITEDGLOBALCOM CL A 913247508 26922853 2051265 2051265 0 0 2051265 0 0 UNITEDHEALTH GROUP INC COM 91324P102 40129213 677172 677172 0 0 668630 0 8542 UNIVISION COMMUNICATIONS INC CL A 914906102 108035806 2831127 2831127 0 0 2831127 0 0 UNOCAL CORP COM 915289102 65837459 1904468 1703768 0 200700 1645168 0 259300 UNUMPROVIDENT CORP COM 91529Y106 340006988 11636105 11636105 0 0 11510675 0 125430 US BANCORP DEL COM NEW 902973304 291270107 12554746 12358545 0 196201 12256529 0 298217 USA ED INC COM 90390U102 45348493 624205 624205 0 0 624205 0 0 USA NETWORKS INC COM 902984103 82628058 3451897 3451897 0 0 3451897 0 0 USEC INC COM 90333E108 430000 50000 50000 0 0 50000 0 0 UST INC COM 902911106 2820763 93869 93869 0 0 93869 0 0 UTILICORP UTD INC COM 918005109 8656624 267510 267510 0 0 267510 0 0 VARCO INTL INC DEL COM 922122106 10223815 495100 495100 0 0 495100 0 0 VARIAN INC COM 922206107 22726484 889073 889073 0 0 743413 0 145660 VARIAN SEMICONDUCTOR EQUIPMNT COM 922207105 9485257 296999 296999 0 0 267789 0 29210 VDI MULTIMEDIA COM 917916108 37500 25000 25000 0 0 25000 0 0 VEECO INSTRS INC DEL COM 922417100 44791991 1077715 1077715 0 0 1032845 0 44870 VERISIGN INC COM 92343E102 561666882 15849730 15849730 0 0 15440764 0 408966 VERITAS SOFTWARE CO COM 923436109 548621046 11864642 11864642 0 0 11838643 0 25999 VERITY INC COM 92343C106 15123812 666629 666629 0 0 559679 0 106950 VERIZON COMMUNICATIONS COM 92343V104 501109751 10164498 9827098 0 337400 9654012 0 510486 ----------- PAGE TOTAL: 2734100629 MFS 13F REPORT DATE: 010331 PAGE: 41 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- VERSATEL TELECOM INTL N V SPONSORED ADR 925301103 535556 108478 108478 0 0 108478 0 0 VESTCOM INTL INC COM 924904105 284200 142100 142100 0 0 142100 0 0 VI TECHNOLOGIES INC COM 917920100 8123983 1171109 1171109 0 0 1007829 0 163280 VIA NET WRKS INC COM 925912107 1369804 521830 521830 0 0 521830 0 0 VIACOM INC CL B 925524308 1682636441 38267829 38017329 0 250500 37708568 0 559261 VIASYSTEMS GROUP INC COM 92553H100 755700 251900 251900 0 0 251900 0 0 VIGNETTE CORP COM 926734104 64453198 10012925 10012925 0 0 9321671 0 691254 VISHAY INTERTECHNOLOGY INC COM 928298108 6318847 317530 317530 0 0 317530 0 0 VISTEON CORP COM 92839U107 21422750 1424385 1424385 0 0 1424385 0 0 VISX INC DEL COM 92844S105 142261108 8285446 8285446 0 0 7872846 0 412600 VITESSE SEMICONDUCTOR CORP COM 928497106 25315633 1063146 1063146 0 0 1058276 0 4870 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W100 21427459 789225 789225 0 0 785480 0 3745 VOICESTREAM WIRELESS CORP COM 928615103 28199778 305275 305275 0 0 275423 0 29852 VOTORANTIM CELULOSE E PAPEL SPONSORED SA ADR 92906P106 189875 15500 15500 0 0 15500 0 0 WADDELL & REED FINL INC CL A 930059100 9079768 320274 320274 0 0 233364 0 86910 WAL MART STORES INC COM 931142103 878956944 17405088 17296188 0 108900 17215425 0 189663 WALGREEN CO COM 931422109 11475000 281250 281250 0 0 278400 0 2850 WALTER INDS INC COM 93317Q105 684560 79600 79600 0 0 79600 0 0 WASHINGTON MUT INC COM 939322103 53149822 970773 970773 0 0 970773 0 0 WASTE CONNECTIONS INC COM 941053100 3696580 128300 128300 0 0 128300 0 0 WASTE MGMT INC DEL COM 94106L109 10618283 429890 429890 0 0 429890 0 0 ----------- PAGE TOTAL: 2970955288 MFS 13F REPORT DATE: 010331 PAGE: 42 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- WATCHGUARD TECHNOLOGIES INC COM 941105108 23297909 2823989 2823989 0 0 2538911 0 285078 WATERS CORP COM 941848103 126500537 2723370 2723370 0 0 2715610 0 7760 WATSON PHARMACEUTICALS INC COM 942683103 128280249 2438788 2438788 0 0 2432158 0 6630 WEATHERFORD INTL INC COM 947074100 410202135 8312100 8312100 0 0 8200130 0 111970 WEBMD CORP COM 94769M105 25999569 4674500 4674500 0 0 3904940 0 769560 WEBMETHODS INC COM 94768C108 7272036 348361 348361 0 0 348201 0 160 WEBTRENDS CORP COM 94844D104 1994850 221650 221650 0 0 221650 0 0 WELLPOINT HEALTH NETWORK NEW COM 94973H108 4560107 47845 47845 0 0 47845 0 0 WELLS FARGO & CO NEW COM 949746101 214344408 4332816 4332816 0 0 4331034 0 1782 WESTERN WIRELESS CORP CL A 95988E204 1067016 26265 26265 0 0 26265 0 0 WESTPOINT STEVENS INC COM 961238102 679500 75500 75500 0 0 75500 0 0 WEYERHAEUSER CO COM 962166104 7734200 152278 152278 0 0 147358 0 4920 WGL HLDGS INC COM 92924F106 28415463 1027684 884084 0 143600 853884 0 173800 WILLIAMS COMMUNICATIONS GROUP CL A 969455104 10582200 1175800 1175800 0 0 1175800 0 0 WILLIAMS COS INC DEL COM 969457100 391862179 9144975 9144975 0 0 9128709 0 16266 WILLIAMS SONOMA INC COM 969904101 18985785 723268 723268 0 0 723268 0 0 WIND RIVER SYSTEMS INC COM 973149107 15890282 683453 683453 0 0 568693 0 114760 WINSTAR COMMUNICATIONS INC COM 975515107 10984042 5094639 5094639 0 0 5094639 0 0 WISCONSIN ENERGY CORP COM 976657106 15047734 697300 697300 0 0 697300 0 0 WORLDCOM INC GA NEW COM 98157D106 24153489 1292529 1292529 0 0 1292250 0 279 WRIGLEY WM JR CO COM 982526105 4096425 84900 84900 0 0 84900 0 0 ----------- PAGE TOTAL: 1471950113 MFS 13F REPORT DATE: 010331 PAGE: 43 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 - ---------------------------- -------- --------- ------------ -------- -------- ------ ------- ---- ------ ------ ----- XILINX INC COM 983919101 120986341 3444451 3444451 0 0 3442891 0 1560 XL CAP LTD CL A G98255105 9607717 126301 126301 0 0 126301 0 0 XO COMMUNICATIONS INC CL A 983764101 169587586 24226798 24226798 0 0 24121438 0 105360 YAHOO INC COM 984332106 5143005 326540 326540 0 0 326400 0 140 ZORAN CORP COM 98975F101 2238461 146190 146190 0 0 146190 0 0 ----------- PAGE TOTAL: 307563111 ----------- GRAND TOTAL: 94217197959
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