30-Sep-00 Title Voting Authority of Value Shares/ Put/ Investment Other Name of Issuer Class Cusip ((X $1000) PRN ~~Amount~~Amt SH/PRN Call Discretion Managers Sole Shared None -------------------------- ----- ------- ---------- ------- --- --- ----- ---- ------ ----- --- ---- -- ---- ---- COMMON STOCK -------- ---- ACTUATE SOFTWARE CORP com 00508B102 ~~1436~~2232 ~~26900~~64600 SH Defined 01,02,03 ~~26900~~64600 ~~ADOBE~~AES ~~SYS~~CORP com ~~00724F101~~00130H105 ~~7813~~2624 ~~60100~~38300 SH Defined 01,02,03 ~~60100~~38300 ~~ADOBE~~AMERADA ~~SYS~~HESS CORP com ~~00724F101~~023551104 ~~10764~~3072 ~~82800~~45900 SH ~~OTHER~~Defined 0401,02,03 ~~82800~~45900 ~~AES~~AMERADA HESS CORP com ~~00130H105~~023551104 ~~2715~~4277 ~~59500~~63900 SH ~~Defined~~OTHER ~~01,02,03~~04 ~~59500~~63900 ~~ALAMOSA~~AMERICAN ~~PCS~~INTL ~~HOLDINGS~~GROUP ~~COM~~ com ~~011593100~~026874107 ~~664~~3517 ~~31800~~36750 SH Defined 01,02,03 ~~31800~~36750 ~~ALAMOSA~~AMERICAN ~~PCS~~INTL ~~HOLDINGS~~GROUP ~~COM~~ com ~~011593100~~026874107 ~~873~~4866 ~~41800~~50850 SH OTHER 04 ~~41800~~50850 ~~AMDOCS~~ANADARKO ~~LTD~~PETE ~~ORD~~CORP COM com ~~G02602103~~032511107 ~~3293~~3409 ~~42900~~51300 SH Defined 01,02,03 ~~42900~~51300 ~~AMERICAN~~ANC ~~HOME~~RENTAL ~~PRODS~~CORP CP com ~~266091073~~001813104 ~~652~~798 ~~11100~~138750 SH Defined 01,02,03 ~~11100~~138750 ANC RENTAL CORP com 001813104 672 116850 SH OTHER 04 116850 ANHEUSER BUSCH COS INC COM com 035229103 ~~1964~~4176 ~~26300~~98700 SH Defined 01,02,03 ~~26300~~98700 ~~APACHE~~ANSWERTHINKL ~~CORP~~INC. com 036916104 163 10000 SH Defined 01,02,03 10000 APPLIED MICRO CIRCUITS COM com ~~037411105~~03822W109 ~~653~~12796 ~~11100~~61800 SH Defined 01,02,03 ~~11100~~61800 APPLIED MICRO CIRCUITS COM com 03822W109 17849 86200 SH OTHER 04 86200 AT&T CORP COM LIB GRP A cl A 001957208 ~~4092~~2259 ~~167000~~123800 SH Defined 01,02,03 ~~167000~~123800 AUTONATION INC com 05329W102 ~~7839~~3841 ~~1110000~~640100 SH Defined 01,02,03 ~~1110000~~640100 AUTONATION INC com 05329W102 ~~6602~~2849 ~~934800~~474800 SH OTHER 04 ~~934800~~474800 ~~AVIALL~~BAXTER INTL INC ~~NEW~~ COM com ~~05366B102~~071813109 ~~272~~4789 ~~55000~~60000 SH Defined 01,02,03 ~~55000~~60000 ~~BEA~~BAXTER ~~SYS~~INTL INC COM com ~~073325102~~071813109 ~~10347~~6672 ~~209300~~83600 SH ~~Defined~~OTHER ~~01,02,03~~04 ~~209300~~83600 BEA SYS INC COM com 073325102 ~~14426~~13169 ~~291800~~169100 SH ~~OTHER 04 291800 BLYTH INC COM com 09643P108 2387 80900 SH~~ Defined 01,02,03 ~~80900~~169100 ~~BROADBASE~~BEA ~~SOFTWARE~~SYS INC COM com ~~11130R100~~073325102 ~~5929~~10334 ~~193600~~132700 SH ~~Defined~~OTHER ~~01,02,03~~04 ~~193600~~132700 ~~BROCADE~~BIOMET ~~COMMUNCTNS~~INC ~~SYS COM~~ com ~~111621108~~0906132100 ~~10715~~7513 ~~58400~~214650 SH Defined 01,02,03 ~~58400~~214650 ~~BROCADE~~BIOMET ~~COMMUNCTNS~~INC ~~SYS COM~~ com ~~111621108~~0906132100 ~~14844~~5072 ~~80900~~144900 SH OTHER 04 ~~80900~~144900 ~~CACHEFLOW~~BLYTH INC COM com ~~126946102~~09643p108 ~~3324~~1896 ~~54000~~80900 SH Defined 01,02,03 ~~54000~~80900 ~~CALPINE~~BROCADE ~~CORP~~COMMUNCTNS SYS COM com ~~131347106~~111621108 ~~9139~~4814 ~~139000~~20400 SH Defined 01,02,03 ~~139000~~20400 ~~CALPINE~~BROCADE ~~CORP~~COMMUNCTNS SYS COM com ~~131347106~~111621108 ~~12657~~6679 ~~192500~~28300 SH OTHER 04 ~~192500~~28300 ~~CAPROCK~~CACHEFLOW ~~COMMUNICATIONS~~INC COM com ~~140667106~~126946102 ~~499~~15673 ~~25600~~109600 SH Defined 01,02,03 ~~25600~~109600 ~~CARDINAL~~CACHEFLOW ~~HEALTH~~ INC COM com ~~14149Y108~~126946102 ~~2819~~9552 ~~38100~~66800 SH ~~Defined~~OTHER ~~01,02,03~~04 ~~38100~~66800 ~~CIENA~~CALPINE CORP COM com ~~171779101~~131347106 ~~10585~~12807 ~~63500~~122700 SH Defined 01,02,03 ~~63500~~122700 ~~CIENA~~CALPINE CORP COM com ~~171779101~~131347106 ~~14252~~15145 ~~85500~~145100 SH OTHER 04 ~~85500~~145100 ~~CISCO~~CAPITAL ~~SYS~~ONE ~~INC~~FINL ~~COM~~ com ~~17275R102~~14040H105 ~~3204~~6663 ~~50400~~95100 SH Defined 01,02,03 ~~50400~~95100 ~~CITIGROUP~~CAPITAL ~~INC~~ONE ~~COM~~FINL com ~~172967101~~14040H105 ~~3133~~5423 ~~52000~~77400 SH ~~Defined~~OTHER ~~01,02,03~~04 ~~52000~~77400 ~~COCA~~CAPROCK ~~COLA~~COMMUNICATIONS ~~CO COM~~ com ~~191216100~~140667106 ~~4268~~130 ~~74300~~25600 SH Defined 01,02,03 ~~74300~~25600 ~~COMCAST~~CARDINAL ~~CORP~~HEALTH CLINC ACOM ~~SPL cl A 200300200 3443 85000 SH Defined 01,02,03 85000 COMPUTER ASSOCIATES~~ com ~~204912109~~14149Y108 ~~957~~9198 ~~18700~~104300 SH Defined 01,02,03 ~~18700 COMVERSE TECHNOLOGY com 205862402 6519 70100 SH Defined 01,02,03 70100~~104300

30-Sep-00 Title Voting Authority of Value Shares/ Put/ Investment Other Name of Issuer Class Cusip ((X $1000) PRN ~~Amount~~Amt SH/PRN Call Discretion Managers Sole Shared None -------------------------- ----- -----~~-----~~ ---------- -------~~---~~ -------- ----- ---------- --------- ------ -------- ------ ~~COMVERSE~~CARDINAL ~~TECHNOLOGY~~HEALTH INC COM com ~~205862402~~14149Y108 ~~8807~~6517 ~~94700~~73900 SH OTHER 04 ~~94700~~73900 ~~CORNING~~CELESTICA INC ~~COM~~SUB VTG SHS com ~~219350105~~15101Q108 ~~5964~~6239 ~~22100~~90100 SH Defined 01,02,03 ~~22100~~90100 ~~CORNING~~CELESTICA INC ~~COM~~SUB VTG SHS com ~~219350105~~15101Q108 ~~8258~~5000 ~~30600~~72200 SH OTHER 04 ~~30600~~72200 ~~COX~~CHIPPAC ~~COMMUNICATIONS~~INC ~~NEW~~com CL169657103 A171 cl14400 ~~A 224044107 1267 27800~~ SH Defined 01,02,03 ~~27800~~14400 ~~CSG~~CHIPPAC ~~SYS INTL~~ INC ~~COM~~ com ~~126349109~~169657103 ~~3375~~159 ~~60200~~13400 SH ~~Defined~~OTHER ~~01,02,03~~04 ~~60200~~13400 ~~CTC~~CIENA ~~COMMUNICATIONS~~CORP ~~GROUP~~COM ~~INC~~ com ~~126419100~~171779101 ~~4061~~8793 ~~112800~~71600 SH Defined 01,02,03 ~~112800~~71600 ~~CVS~~CIENA CORP COM com ~~126650100~~171779101 ~~4644~~12232 ~~116100~~99600 SH ~~Defined~~OTHER ~~01,02,03~~04 ~~116100~~99600 ~~DELL~~CISCO ~~COMPUTER~~SYS ~~CORP~~INC COM com ~~247025109~~17275R102 ~~1331~~4829 ~~27000~~87400 SH Defined 01,02,03 ~~27000~~87400 ~~DENDRITE~~CITIGROUP ~~INTL~~ INC COM com ~~248239105~~172967101 ~~3718~~2934 ~~111600~~54266 SH Defined 01,02,03 ~~111600~~54266 ~~DITECH~~COMCAST ~~COMMUNICATIONS~~CORP ~~COM~~CL ~~com~~A ~~25500M103~~SPL ~~7092~~cl ~~75000~~A 200300200 3893 95100 SH Defined 01,02,03 ~~75000~~95100 ~~DYNEGY~~COMERICA INC COM com ~~26816Q101~~200340107 ~~2213~~1934 ~~32400~~33100 SH Defined 01,02,03 ~~32400~~33100 ~~ECHOSTAR~~CONEXANT ~~COMMNTNS~~SYSTEMS ~~NEW~~com CL207142100 A2596 cl62000 ~~A 278762109 1891 57100~~ SH Defined 01,02,03 ~~57100~~62000 ~~E-TEK~~CONSTELLATION ~~DYNAMICS~~ENERGY GROUP INC com ~~269240107~~210317100 ~~11766~~7771 ~~44600~~156200 SH Defined 01,02,03 ~~44600~~156200 ~~E-TEK~~CONSTELLATION ~~DYNAMICS~~ENERGY GROUP INC com ~~269240107~~210317100 ~~15829~~7055 ~~60000~~141800 SH OTHER 04 ~~60000~~141800 ~~EXCALIBUR~~Cosine ~~TECHNOLOGIES~~Communications, ~~COM~~Inc. NE com ~~300651205~~22122210 ~~3778~~1217 ~~94600~~21900 SH Defined 01,02,03 ~~94600~~21900 ~~EXFO~~Cosine ~~ELECTRO~~Communications, ~~OPTICAL~~Inc. ~~SUB VTG~~ com ~~302043104~~22122210 ~~233~~872 ~~5300~~15700 SH ~~Defined~~OTHER ~~01,02,03~~04 ~~5300~~15700 ~~EXTENDED~~CTC ~~STAY~~COMMUNICATIONS ~~AMER~~GROUP INC ~~COM~~ com ~~30224P101~~126419100 ~~3433~~1697 ~~371100~~83800 SH Defined 01,02,03 ~~371100~~83800 ~~EXTREME~~CVS ~~NETWORKS~~CORP ~~INC~~ COM com ~~30226D106~~126650100 ~~11953~~2691 ~~113300~~58100 SH Defined 01,02,03 ~~113300~~58100 ~~EXTREME~~DENDRITE ~~NETWORKS~~INTL INC COM com ~~30226D106~~248239105 ~~15614~~2992 ~~148000~~111600 SH ~~OTHER 04 148000 FAIRCHILD SEMICND INTL CL A cl A 303726103 2645 65300 SH~~ Defined 01,02,03 ~~65300~~111600 ~~FAIRMARKET~~DISNEY ~~INC~~WALT ~~COM~~CO com ~~305158107~~254687106 ~~936~~1461 ~~132500~~38200 SH Defined 01,02,03 ~~132500~~38200 ~~FIRST~~DOLLAR ~~DATA~~TREE ~~CORP~~STORES ~~COM~~ com ~~319963104~~256747106 ~~10277~~7585 ~~207100~~187000 SH Defined 01,02,03 ~~207100~~187000 ~~FIRST~~DOLLAR ~~DATA~~TREE ~~CORP~~STORES ~~COM~~ com ~~319963104~~256747106 ~~8575~~6230 ~~172800~~153600 SH OTHER 04 ~~172800~~153600 ~~FIRSTAR~~DYNEGY ~~CORP~~INC ~~NEW WIS COM~~ com ~~33763V109~~26816Q101 ~~2431~~1949 ~~115400~~34200 SH Defined 01,02,03 ~~115400~~34200 ~~FLEXTRONICS~~DYNEGY ~~INTL~~INC ~~LTD~~com ~~ORD~~26816Q101 656 11500 SH OTHER 04 11500 E M C CORP com ~~Y2573F102~~268648102 ~~1353~~2944 ~~19700~~29700 SH Defined 01,02,03 ~~19700~~29700 ~~FOUNDRY~~Emulex ~~NETWORKS~~Corp ~~INC COM~~ com ~~35063R100~~292475209 ~~8206~~13977 ~~74600~~114100 SH Defined 01,02,03 ~~74600~~114100 ~~FOUNDRY~~Emulex ~~NETWORKS~~Corp ~~INC COM~~ com ~~35063R100~~292475209 ~~11198~~13022 ~~101800~~106300 SH OTHER 04 ~~101800~~106300 ~~GERALD~~EXCALIBUR ~~STEVENS,~~TECHNOLOGIES ~~INC.~~COM NEW com ~~37369G101~~300651205 ~~240~~6356 ~~167000~~94600 SH Defined 01,02,03 ~~167000~~94600 ~~GLOBAL~~EXTENDED ~~MARINE~~STAY AMER INC COM com ~~379352404~~30224P101 ~~1412~~4917 ~~50100~~371100 SH Defined 01,02,03 ~~50100~~371100 ~~GLOBESPAN~~EXTREME NETWORKS INC COM com ~~379571102~~30226D106 ~~2503~~15446 ~~20500~~134900 SH Defined 01,02,03 ~~20500~~134900 ~~GLOBESPAN~~EXTREME NETWORKS INC COM com ~~379571102~~30226D106 ~~3418~~16236 ~~28000~~141800 SH OTHER 04 ~~28000~~141800 ~~GOODRICH~~EXXON BMOBIL FCORPORATION ~~CO COM~~ com ~~382388106~~30231g102 ~~1540~~3823 ~~45200~~42900 SH Defined 01,02,03 ~~45200~~42900 ~~HALLIBURTON~~FIFTH COTHIRD ~~COM~~BANCORP ~~com 406216101 2326 49300 SH Defined 01,02,03 49300 HANDSPRING INC~~ COM com ~~410293104~~316773100 ~~1142~~2602 ~~42300~~48300 SH Defined 01,02,03 ~~42300~~48300 ~~HANDSPRING~~FIFTH ~~INC~~THIRD BANCORP COM com ~~410293104~~316773100 ~~1580~~3604 ~~58500~~66900 SH OTHER 04 ~~58500~~66900 ~~HEALTHSOUTH~~FIRST UN CORP COM com ~~421924101~~337358105 ~~6196~~1571 ~~862100~~48800 SH Defined 01,02,03 ~~862100~~48800 ~~HEIDRICK&STRUGGLS~~FIRSTAR ~~INTL~~CORP NEW WIS COM com ~~422819102~~33763V109 ~~2740~~5195 ~~43400~~232200 SH Defined 01,02,03 ~~43400~~232200 ~~HUMAN~~FIRSTAR ~~GENOME~~CORP ~~SCIENCES~~NEW WIS COM com ~~444903108~~33763V109 ~~614~~3240 ~~4600~~144800 SH ~~Defined~~OTHER ~~01,02,03~~04 ~~4600~~144800 ~~IBASIS~~FLEXTRONICS ~~INC~~INTL ~~COM~~LTD ORD com ~~450732102~~Y2573F102 ~~11834~~9338 ~~274800~~113700 SH Defined 01,02,03 ~~274800~~113700 ~~IBASIS~~FLEXTRONICS ~~INC~~INTL ~~COM~~LTD ORD com ~~450732102~~Y2573F102 ~~6339~~8861 ~~147200~~107900 SH OTHER 04 ~~147200~~107900 ~~IDEC~~GLOBAL ~~PHARMACEUTICALS~~MARINE INC COM com ~~449370105~~379352404 ~~5643~~5051 ~~48100~~163600 SH Defined 01,02,03 ~~48100~~163600 ~~IDEC~~GLOBAL ~~PHARMACEUTICALS~~MARINE INC COM com ~~449370105~~379352404 ~~6652~~6993 ~~56700~~226500 SH OTHER 04 ~~56700~~226500 ~~IMCLONE~~HALLIBURTON ~~SYS~~CO ~~INC~~ COM com ~~45245W109~~406216101 ~~2897~~6665 ~~37900~~136200 SH Defined 01,02,03 ~~37900~~136200 ~~INFINITY~~HALLIBURTON ~~BROADCTNG~~CO ~~NEW~~COM CLcom A406216101 cl7439 A152000 ~~45662S102 2390 65600~~ SH ~~Defined~~OTHER ~~01,02,03~~04 ~~65600~~152000 ~~INFINITY~~HARTFORD ~~BROADCTNG~~FINL ~~NEW~~SVCS CLCOM Acom cl416515104 A3705 ~~45662S102~~50800 ~~3261 89500~~ SH ~~OTHER~~Defined 0401,02,03 ~~89500~~50800

30-Sep-00 Title Voting Authority of Value Shares/ Put/ ~~Investmen~~Investment Other Name of Issuer Class Cusip ((X $1000) PRN ~~Amount~~Amt SH/PRN Call Discretion Managers Sole Shared None -------------------------- ----- -----~~-----~~ ---------- -------~~---~~ ------- ----- ----------- --------- ---- ------ ----- ~~INFOSPACE~~HARTFORD ~~INC~~FINL SVCS COM com ~~45678T102~~416515104 ~~2437~~5128 ~~44100~~70300 SH ~~Defined~~OTHER ~~01,02,03~~04 ~~44100~~70300 ~~INFOSPACE~~HEALTHSOUTH ~~INC~~CORP COM com ~~45678T102~~421924101 ~~3376~~2017 ~~61100~~250200 SH ~~OTHER~~Defined 0401,02,03 ~~61100~~250200 ~~INSIGHT~~HEIDRICK&STRUGGLS ~~COMMUNICATIONS~~INTL CLCOM Acom cl422819102 A2230 ~~45768V108~~43400 ~~3722 238200~~ SH Defined 01,02,03 ~~238200~~43400 ~~INTEGRATED~~HEWLETT ~~DEVICE~~PACKARD ~~TECH~~CO COM com ~~458118106~~428236103 ~~13466~~1211 ~~224900~~12500 SH Defined 01,02,03 ~~224900~~12500 ~~INTEGRATED~~HILTON ~~DEVICE~~HOTELS ~~TECH~~CORP ~~COM~~ com ~~458118106~~432848109 ~~13616~~6211 ~~227400~~537200 SH ~~OTHER~~Defined 0401,02,03 ~~227400~~537200 ~~INTEL~~HILTON HOTELS CORP. com ~~458140100~~432848109 ~~4585~~4824 ~~34300~~417200 SH ~~Defined~~OTHER ~~01,02,03~~04 ~~34300~~417200 ~~INTERSIL~~HUMAN ~~HLDG~~GENOME ~~CORP~~SCIENCES CLCOM Acom cl444903108 A796 ~~46069S109~~4600 ~~2963 54800~~ SH Defined 01,02,03 ~~54800~~4600 ~~INTERWOVEN~~I2 TECHNOLOGIES INC COM com ~~46114T102~~465754109 ~~4036~~7426 ~~36700~~39700 SH Defined 01,02,03 ~~36700~~39700 ~~INTERWOVEN~~I2 TECHNOLOGIES INC COM com ~~46114T102~~465754109 ~~1518~~10326 ~~13800~~55200 SH OTHER 04 ~~13800~~55200 ~~JDS~~IBASIS ~~UNIPHASE~~INC ~~CORP~~ COM com ~~46612J101~~450732102 ~~9075~~3115 ~~75700~~196200 SH Defined 01,02,03 ~~75700~~196200 ~~JDS~~IBASIS ~~UNIPHASE~~INC ~~CORP~~ COM com ~~46612J101~~450732102 ~~7804~~2337 ~~65100~~147200 SH OTHER 04 ~~65100~~147200 ~~JUNIPER~~IDEC ~~NETWORKS~~PHARMACEUTICALS COM com ~~48203R104~~449370105 ~~9272~~8856 ~~63700~~50500 SH Defined 01,02,03 ~~63700~~50500 ~~JUNIPER~~IDEC ~~NETWORKS~~PHARMACEUTICALS COM com ~~48203R104~~449370105 ~~12868~~12398 ~~88400~~70700 SH OTHER 04 ~~88400~~70700 ~~KLA-TENCOR~~INSIGHT ~~CORP~~COMMUNICATIONS ~~COM~~CL ~~com~~A ~~482480100~~cl ~~10559~~A ~~180300~~45768V108 3781 238200 SH Defined 01,02,03 ~~180300~~238200 ~~KLA-TENCOR~~Integrated ~~CORP~~Telecom ~~COM~~Express ~~com~~Inc. ~~482480100 11103 189600 SH OTHER 04 189600 KOHLS CORP~~ com ~~500255104~~45817U101 ~~1285~~510 ~~23100~~24600 SH Defined 01,02,03 ~~23100~~24600 ~~KOHLS~~Integrated ~~CORP~~Telecom Express Inc. com ~~500255104~~45817U101 ~~2776~~473 ~~49900~~22800 SH OTHER 04 ~~49900~~22800 ~~KROGER~~INTERNATIONAL COBUS MACH COM com ~~501044101~~459200101 ~~1930~~2892 ~~87500~~25200 SH Defined 01,02,03 ~~87500~~25200 ~~LAM~~ITXC ~~RESH~~ CORP COM com ~~512807108~~45069F109 ~~8340~~399 ~~222400~~27300 SH Defined 01,02,03 ~~222400~~27300 ~~LAM~~JUNIPER ~~RESH~~NETWORKS ~~CORP~~ COM com ~~512807108~~48203R104 ~~8745~~9918 ~~233200~~45300 SH ~~OTHER~~Defined 0401,02,03 ~~233200~~45300 ~~LATTICE~~JUNIPER ~~SEMICONDUCTOR~~NETWORKS COM com ~~518415104~~48203R104 ~~5765~~13859 ~~83400~~63300 SH ~~Defined~~OTHER ~~01,02,03~~04 ~~83400~~63300 ~~LATTICE~~KROGER ~~SEMICONDUCTOR~~CO COM com ~~518415104~~501044101 ~~6028~~2800 ~~87200~~124100 SH ~~OTHER~~Defined 0401,02,03 ~~87200~~124100 MALLINCKRODT INC NEW COM com 561232109 ~~1994~~4686 ~~45900~~102700 SH Defined 01,02,03 ~~45900~~102700 ~~MARSH~~MANUGISTICS ~~AND~~GROUP ~~MCLENNAN COMPANIES~~ INC. COM com ~~571748102~~565011103 ~~2611~~9714 ~~25000~~99000 SH Defined 01,02,03 ~~25000~~99000 ~~MAXXCOM~~MANUGISTICS GROUP INC. COM com ~~5777W1001~~565011103 ~~541~~8978 ~~100000~~91500 SH ~~Defined~~OTHER ~~01,02,03~~04 ~~100000~~91500 ~~MDC~~MARRIOTT ~~CORPORATION~~INTERNATIONAL INC. com ~~55267W309~~571903202 ~~2013~~2751 ~~228400~~75500 SH Defined 01,02,03 ~~228400~~75500 ~~MERCK~~MARRIOTT &INTERNATIONAL CO INC ~~COM~~ com ~~589331107~~571903202 ~~2686~~3811 ~~35400~~104600 SH ~~Defined~~OTHER ~~01,02,03~~04 ~~35400~~104600 ~~MERCURY~~MARSH ~~INTERACTIVE~~AND ~~CORP~~MCLENNAN COMPANIES INC. com ~~589405109~~571748102 ~~10159~~2124 ~~105000~~16000 SH Defined 01,02,03 ~~105000~~16000 ~~MERCURY~~MAXIM ~~INTERACTIVE~~INTEGRATED ~~CORP~~PRODS COM com ~~589405109~~57772K101 ~~14077~~1448 ~~145500~~18000 SH ~~OTHER~~Defined 0401,02,03 ~~145500~~18000 ~~MICRON~~MAXXCOM ~~TECHNOLOGY~~ INC. ~~COM~~ com ~~595112103~~5777W1001 ~~7010~~686 ~~79600~~100000 SH Defined 01,02,03 ~~79600~~100000 ~~MICRON~~MCDATA ~~TECHNOLOGY~~CORP ~~INC COM~~ com ~~595112103~~580031102 ~~9704~~6820 ~~110200~~55500 SH ~~OTHER~~Defined 0401,02,03 ~~110200~~55500 ~~MICROSOFT~~MCDATA CORP ~~COM~~ com ~~594918104~~580031102 ~~4112~~6833 ~~51400~~55600 SH ~~Defined~~OTHER ~~01,02,03~~04 ~~51400~~55600 ~~MILLENIUM~~MCKESSON ~~PHARMACEUTICALS~~HBOC INC com ~~599902103~~58155Q103 ~~4195~~2894 ~~37500~~94700 SH Defined 01,02,03 ~~37500~~94700 ~~MILLENIUM~~MCKESSON ~~PHARMACEUTICALS~~HBOC INC com ~~599902103~~58155Q103 ~~5806~~1913 ~~51900~~62600 SH OTHER 04 ~~51900~~62600 ~~MILLENNIUM~~MDC ~~CHEMICALS~~CORPORATION ~~COM~~INC. com ~~599903101~~55267W309 ~~3914~~2084 ~~212300~~228400 SH Defined 01,02,03 ~~212300~~228400 ~~MILLIPORE~~MEDIMMUNE ~~CORP~~INC COM com ~~601073109~~584699102 ~~1379~~6404 ~~18300~~82900 SH Defined 01,02,03 ~~18300~~82900 ~~MRV~~MEDIMMUNE ~~COMMUNICATIONS~~ INC COM com ~~553477100~~584699102 ~~15037~~6504 ~~223600~~84200 SH OTHER 04 84200 MERCURY INTERACTIVE CORP com 589405109 12759 81400 SH Defined 01,02,03 ~~223600~~81400 ~~MRV~~MERCURY ~~COMMUNICATIONS~~INTERACTIVE ~~INC~~CORP ~~COM~~ com ~~553477100~~589405109 ~~13753~~9154 ~~204500~~58400 SH OTHER 04 ~~204500~~58400 ~~MYRIAD~~MICROMUSE ~~GENETICS~~ INC COM com ~~62855J104~~595094103 ~~5257~~7957 ~~35500~~39600 SH Defined 01,02,03 ~~35500~~39600 ~~NATIONAL~~MICROMUSE ~~SEMICONDUCTOR~~INC COM com ~~637640103~~595094103 ~~1274~~7354 ~~21600~~36600 SH ~~Defined~~OTHER ~~01,02,03~~04 ~~21600~~36600 ~~NETWORK~~MILLENIUM ~~APPLIANCE~~PHARMACEUTICALS INC ~~COM~~ com ~~64120L104~~599902103 ~~6287~~4893 ~~78100~~33500 SH Defined 01,02,03 ~~78100~~33500 ~~NETWORK~~MILLENIUM ~~APPLIANCE~~PHARMACEUTICALS INC ~~COM~~ com ~~64120L104~~599902103 ~~8670~~6836 ~~107700~~46800 SH OTHER 04 ~~107700~~46800 ~~NEW~~MORGAN ~~FOCUS~~STAN ~~INC~~DEAN WITTR COM NEW com ~~644383101~~617446448 ~~5445~~2286 ~~66300~~25000 SH Defined 01,02,03 ~~66300~~25000 ~~NEW~~NEORX ~~FOCUS~~CORP ~~INC COM~~ com ~~644383101~~640520300 ~~3342~~1294 ~~40700~~52800 SH ~~OTHER~~Defined 0401,02,03 ~~40700~~52800

30-Sep-00 Title Voting Authority of Value Shares/ Put/ Investment Other Name of Issuer Class Cusip ((X $1000) PRN ~~Amount~~Amt SH/PRN Call Discretion Managers Sole Shared None -------------------------- ----- -------~~---~~ ---------- -------~~---~~ ------ ---- ---------- --------- ----- ------ ---- ~~NEXTEL~~NETWORK ~~COMMUNICATIONS~~APPLIANCE CLINC ACOM clcom A64120L104 ~~65332V103~~4216 ~~1934~~33100 ~~31600~~ SH Defined 01,02,03 ~~31600~~33100 ~~NORTEL~~NEXT ~~NETWORKS~~LEVEL ~~CORP~~COMM INC COM com ~~656568102~~65333U104 ~~4143~~1818 ~~60700~~27500 SH Defined 01,02,03 ~~60700~~27500 ~~PAINE~~NOBLE ~~WEBBER~~AFFILIATES ~~GROUP~~ INC COM com ~~695629105~~654894104 ~~4527~~3237 ~~99500~~87200 SH Defined 01,02,03 ~~99500~~87200 ~~PAINE~~NORTEL ~~WEBBER~~NETWORKS ~~GROUP~~CORP ~~INC COM~~ com ~~695629105~~656568102 ~~6270~~2766 ~~137800~~46100 SH ~~OTHER~~Defined 0401,02,03 ~~137800~~46100 PEORACLE CORP~~-CELERA~~ ~~GENOMICS~~COM ~~GROUP~~ com ~~69332s201~~68389X105 ~~5465~~3245 ~~59400~~41200 SH Defined 01,02,03 ~~59400~~41200 PEORACLE CORP~~-CELERA~~ ~~GENOMICS~~COM ~~GROUP~~ com ~~69332s201~~68389X105 ~~7562~~4528 ~~82200~~57500 SH OTHER 04 ~~82200~~57500 ~~PEGASUS~~PALM ~~SOLUTIONS~~ INC COM com ~~705906105~~696642107 ~~2943~~10127 ~~270600~~191300 SH Defined 01,02,03 ~~270600~~191300 ~~PFIZER~~PALM INC COM com ~~717081103~~696642107 ~~4195~~14118 ~~87400~~266700 SH ~~Defined~~OTHER ~~01,02,03~~04 ~~87400~~266700 ~~PIER~~PE 1CORP-PE ~~IMPORTS~~BIOSYSTEMS ~~INC~~GROUP ~~COM~~ com ~~720279108~~69332S102 ~~8395~~4206 ~~861000~~36100 SH Defined 01,02,03 ~~861000~~36100 ~~PIER~~PE 1CORP-PE ~~IMPORTS~~BIOSYSTEMS ~~INC~~GROUP ~~COM~~ com ~~720279108~~69332S102 ~~4717~~5778 ~~483800~~49600 SH OTHER 04 ~~483800~~49600 ~~PMC-SIERRA~~PEGASUS SOLUTIONS INC COM com ~~69344F106~~705906105 ~~7800~~4398 ~~43900~~224800 SH Defined 01,02,03 ~~43900~~224800 ~~PMC-SIERRA~~PERKIN ELMER INC ~~COM~~ com ~~69344F106~~714046109 ~~10786~~3580 ~~60700~~34300 SH ~~OTHER~~Defined 0401,02,03 ~~60700~~34300 ~~PORTAL~~PETROLEO ~~SOFTWARE~~BRASILEIRO ~~INC~~SA ~~COM~~ com ~~736126103~~71654V408 ~~12219~~1671 ~~191300~~55600 SH Defined 01,02,03 ~~191300~~55600 ~~PORTAL~~PETROLEO ~~SOFTWARE~~BRASILEIRO ~~INC~~SA ~~COM~~ com ~~736126103~~71654V408 ~~16927~~2318 ~~265000~~77100 SH OTHER 04 ~~265000~~77100 ~~PRECISE~~PFIZER ~~SOFTWARE~~INC ~~SOLUT~~COM ~~ORD~~ com ~~M41450103~~717081103 ~~319~~2449 ~~13300~~54500 SH Defined 01,02,03 ~~13300~~54500 ~~PRIORITY~~PG ~~HEALTHCARE~~& CLE BCORP clcom B69331C108 ~~74264T102~~1756 ~~9445~~72600 ~~127100~~ SH Defined 01,02,03 ~~127100~~72600 ~~QUINTUS~~PHARMACIA CORP ~~COM~~ com ~~748798105~~71713U102 ~~4192~~3768 ~~211100~~62600 SH Defined 01,02,03 ~~211100~~62600 ~~QWEST~~PIER ~~COMMUNICATIONS~~1 ~~INTL~~IMPORTS INC COM com ~~749121109~~720279108 ~~10131~~9852 ~~203900~~726400 SH Defined 01,02,03 ~~203900~~726400 ~~QWEST~~PIER ~~COMMUNICATIONS~~1 ~~INTL~~IMPORTS INC COM com ~~749121109~~720279108 ~~8909~~6562 ~~179300~~483800 SH OTHER 04 ~~179300~~483800 RPMC-SIERRA &INC BCOM ~~FALCON CORP~~ com ~~74912E101~~69344F106 ~~4724~~7684 ~~200500~~35700 SH Defined 01,02,03 ~~200500~~35700 ~~RADIAN~~PMC-SIERRA ~~GROUP~~ INC COM com ~~750236101~~69344F106 ~~2556~~10741 ~~49400~~49900 SH ~~Defined~~OTHER ~~01,02,03~~04 ~~49400~~49900 ~~RARE~~PNC ~~HOSPITALITY~~BK ~~INTL~~CORP COM com ~~753820109~~693475105 ~~2684~~1632 ~~95000~~25100 SH Defined 01,02,03 ~~95000~~25100 ~~REALNETWORKS~~PRECISE ~~INC~~SOFTWARE ~~COM~~SOLUT ORD com ~~75605L104~~M41450103 ~~6780~~453 ~~134100~~10500 SH Defined 01,02,03 ~~134100~~10500 ~~REALNETWORKS~~PRECISE ~~INC~~SOFTWARE ~~COM~~SOLUT ORD com ~~75605L104~~M41450103 ~~9384~~414 ~~185600~~9600 SH OTHER 04 ~~185600~~9600 ~~REDBACK~~PRIORITY ~~NETWORKS~~HEALTHCARE ~~INC~~CL B cl B 74264T102 9691 127100 SH Defined 01,02,03 127100 PROVIDIAN FINL CORP COM com ~~757209101~~74406A102 ~~9315~~10820 ~~52000~~85200 SH Defined 01,02,03 ~~52000~~85200 ~~REDBACK~~PROVIDIAN ~~NETWORKS~~FINL ~~INC~~CORP COM com ~~757209101~~74406A102 ~~12772~~5867 ~~71300~~46200 SH OTHER 04 ~~71300~~46200 ~~REEBOK~~QUINTUS ~~INTL~~CORP ~~LTD~~ COM com ~~758110100~~748798105 ~~6131~~1008 ~~384700~~117700 SH Defined 01,02,03 ~~384700~~117700 ~~ROYAL~~QUOKKA ~~DUTCH~~SPORTS ~~PETE~~INC COCOM ~~NY REG GLD1.25~~ com ~~780257804~~749077103 ~~1995~~58 ~~32400~~14700 SH Defined 01,02,03 ~~32400~~14700 ~~SCI~~QWEST ~~SYS~~COMMUNICATIONS ~~INC~~INTL ~~COM~~ com ~~783890106~~749121109 ~~9734~~2243 ~~248400~~46600 SH Defined 01,02,03 ~~248400~~46600 ~~SCI~~R ~~SYS~~& ~~INC~~B ~~COM~~FALCON CORP com ~~783890106~~74912E101 ~~8821~~3735 ~~225100~~134000 SH ~~OTHER~~Defined 0401,02,03 ~~225100~~134000 ~~SDL~~RADIAN GROUP INC COM com ~~784076101~~750236101 ~~3280~~3335 ~~11500~~49400 SH Defined 01,02,03 ~~11500~~49400 ~~SDL~~RARE ~~INC~~HOSPITALITY INTL COM com ~~784076101~~753820109 ~~4506~~2903 ~~15800~~142500 SH ~~OTHER~~Defined 0401,02,03 ~~15800~~142500 RATIONAL SOFTWARE CORP COM NEW com ~~83402P104~~75409P202 ~~13936~~3427 ~~107300~~49400 SH Defined 01,02,03 ~~107300~~49400 RATIONAL SOFTWARE CORP COM NEW com ~~83402P104~~75409P202 ~~10351~~4849 ~~79700~~69900 SH OTHER 04 ~~79700~~69900 ~~STORAGENETWORKS~~RAZORFISH INC ~~COM~~CL ~~com~~A ~~86211E103~~cl ~~1236~~A ~~13700~~755236106 2458 238000 SH Defined 01,02,03 ~~13700~~238000 ~~STORAGENETWORKS~~REEBOK ~~INC~~INTL LTD COM com ~~86211E103~~758110100 ~~912~~4568 ~~10100~~242800 SH ~~OTHER 04 10100 SUN MICROSYSTEMS com 866810104 4538 49900 SH~~ Defined 01,02,03 ~~49900~~242800 ~~SUNRISE~~RESEARCH ~~ASSIST~~IN ~~LIVING~~MOTION ~~COM~~ com ~~86768K106~~760975102 ~~3176~~1035 ~~171700~~10500 SH Defined 01,02,03 ~~171700~~10500 ~~TARGET~~RESEARCH ~~CORP~~IN ~~COM~~MOTION com ~~87612E106~~760975102 ~~1473~~966 ~~25400~~9800 SH ~~Defined~~OTHER ~~01,02,03~~04 ~~25400~~9800 ~~TEKELEC~~SBA ~~COM~~COMMUNICATIONS CORP com ~~879101103~~78388J106 ~~5517~~2307 ~~114500~~55000 SH Defined 01,02,03 ~~114500~~55000 ~~TEKTRONIX~~SCHLUMBERGER ~~INC~~LTD COM com ~~879131100~~806857108 ~~5890~~3614 ~~79600~~43900 SH Defined 01,02,03 ~~79600~~43900 ~~TOSCO~~SCHLUMBERGER ~~CORP~~LTD COM ~~NEW~~ com ~~891490302~~806857108 ~~1232~~5005 ~~43500~~60800 SH ~~Defined~~OTHER ~~01,02,03~~04 ~~43500~~60800 ~~TYCO~~SDL ~~INTL~~INC ~~LTD NEW~~ COM com ~~902124106~~784076101 ~~9835~~3557 ~~207600~~11500 SH Defined 01,02,03 ~~207600~~11500 USIEBEL SSYS ~~INTERACTIVE~~ INC COM com ~~90334m109~~826170102 ~~2549~~3206 ~~197000~~28800 SH Defined 01,02,03 ~~197000~~28800

30-Sep-00 Title Voting Authority of Value Shares/ Put/ Investment Other Name of Issuer Class Cusip ((X $1000) PRN ~~Amount~~Amt SH/PRN Call Discretion Managers Sole Shared None -------------------------- ----- -------~~---~~ ---------- -------~~---~~ ------ ---- ---------- --------- ------ ------- ------ ~~USFREIGHTWAYS~~SIEBEL ~~CORP~~SYS INC COM com ~~916906100~~826170102 ~~3149~~4475 ~~128200~~40200 SH OTHER 04 40200 Skywest Inc. com 830879102 1635 31900 SH Defined 01,02,03 ~~128200~~31900 ~~VALERO~~SMITH ~~ENERGY~~INTL ~~CORP~~INC ~~NEW CO~~ COM com ~~91913Y100~~832110100 ~~692~~7781 ~~21800~~95400 SH Defined 01,02,03 ~~21800~~95400 ~~VERITAS~~SMITH INTL INC COM com 832110100 7243 88800 SH OTHER 04 88800 SOFTWARE COCOM com ~~923436109~~83402P104 ~~5210~~10124 ~~46100~~55800 SH Defined 01,02,03 ~~46100~~55800 ~~VERITAS~~ SOFTWARE COCOM com ~~923436109~~83402P104 ~~7176~~7820 ~~63500~~43100 SH OTHER 04 ~~63500~~43100 ~~VIACOM~~Southern ~~INC~~Energy, CLInc. Bcom cl84281610 B969 ~~925524308~~30900 ~~10826~~SH ~~157900~~Defined 01,02,03 30900 Southern Energy, Inc. com 84281610 929 29600 SH OTHER 04 ~~157900~~29600 ~~VIGNETTE~~STORAGENETWORKS ~~CORP~~INC COM com ~~926734104~~86211E103 ~~5160~~1104 ~~99200~~10800 SH Defined 01,02,03 ~~99200~~10800 ~~VIGNETTE~~STORAGENETWORKS ~~CORP~~INC COM com ~~926734104~~86211E103 ~~7147~~1032 ~~137400~~10100 SH OTHER 04 ~~137400~~10100 ~~VITESSE~~SUN ~~SEMICONDUCTOR~~MICROSYSTEMS com ~~928497106~~866810104 ~~2192~~9562 ~~29800~~81900 SH Defined 01,02,03 ~~29800~~81900 ~~VITESSE~~SUN ~~SEMICONDUCTOR~~MICROSYSTEMS com ~~928497106~~866810104 ~~3031~~6713 ~~41200~~57500 SH OTHER 04 ~~41200~~57500 ~~VITRIA~~SUNRISE ~~TECHNOLOGY~~ASSIST LIVING COM com ~~92849Q104~~86768K106 ~~8197~~3724 ~~134100~~171700 SH Defined 01,02,03 ~~134100~~171700 ~~VITRIA~~TEKELEC ~~TECHNOLOGY~~COM com 879101103 2827 86000 SH Defined 01,02,03 86000 TEKTRONIX INC COM com ~~92849Q104~~879131100 ~~8613~~1774 ~~140900~~23100 SH Defined 01,02,03 23100 TENET HEALTHCARE CORP COM com 88033G100 5173 142200 SH Defined 01,02,03 142200 TENET HEALTHCARE CORP COM com 88033G100 4798 131900 SH OTHER 04 ~~140900~~131900 ~~VODAFONE~~TYCO ~~GROUP~~INTL ~~PLC~~LTD NEW COM com ~~92857W100~~902124106 ~~1372~~10168 ~~33100~~196000 SH Defined 01,02,03 ~~33100~~196000 ~~WINK~~TYCOM ~~COMMUNICATIONS~~LTD com ~~974168106~~G9144B106 ~~5090~~1570 ~~166900~~40900 SH Defined 01,02,03 ~~166900~~40900 ~~WINK~~VA ~~COMMUNICATIONS~~LINUX SYSTEMS INC COM com ~~974168106~~91819B105 ~~3794~~11193 ~~124400~~242000 SH Defined 01,02,03 242000 VA LINUX SYSTEMS INC COM com 91819B105 10346 223700 SH OTHER 04 ~~124400~~223700 ~~WIRELESS~~VALERO ~~FACILITIES~~ENERGY CORP NEW COM com ~~97653A103~~91913Y100 ~~3617~~767 ~~71000~~21800 SH Defined 01,02,03 ~~71000~~21800 ~~WORLDCOM~~VEECO INSTRS INC DEL COM com ~~98157D106~~922417100 ~~1399~~4771 ~~30500~~44900 SH Defined 01,02,03 ~~30500~~44900 ~~XILINX~~VEECO INSTRS INC DEL COM com ~~983919101~~922417100 ~~6143~~6673 ~~74400~~62800 SH OTHER 04 62800 VERISIGN INC com 92343E102 7231 35700 SH Defined 01,02,03 ~~74400~~35700 ~~XILINX~~VERISIGN INC com ~~983919101~~92343E102 ~~8421~~10128 ~~102000~~50000 SH OTHER 04 ~~102000~~50000 ~~YAHOO~~VERITAS SOFTWARE CO com ~~984332106~~923436109 ~~4497~~7895 ~~36300~~55600 SH Defined 01,02,03 ~~36300~~55600 ~~YAHOO~~VERITAS SOFTWARE CO com ~~984332106~~923436109 ~~5996~~11048 ~~48400~~77800 SH OTHER 04 ~~48400~~77800 ~~YANKEE~~VIACOM ~~CANDLE~~INC ~~COMPANY~~CL B cl B 925524308 2225 38000 SH Defined 01,02,03 38000 VITESSE SEMICONDUCTOR com ~~984757104~~928497106 ~~3117~~6572 ~~137000~~73900 SH Defined 01,02,03 ~~137000~~73900 ~~YOUTHSTREAM~~VITESSE ~~MEDIA~~SEMICONDUCTOR ~~NETWORK~~com ~~INC~~928497106 9169 103100 SH OTHER 04 103100 VITRIA TECHNOLOGY COM com ~~987819109~~92849Q104 ~~607~~4513 ~~102200~~96800 SH Defined 01,02,03 96800 VITRIA TECHNOLOGY COM com 92849Q104 6308 135300 SH OTHER 04 ~~102200~~135300 WAL MART STORES com 931142103 2708 56200 SH Defined 01,02,03 56200 WASHINGTON MUT com 939322103 1792 45000 SH Defined 01,02,03 45000 WELLPOINT HEALTH NETWORKS INC com 94973H108 3533 36800 SH Defined 01,02,03 36800 WILLIAMS SONOMA com 969904101 2982 85800 SH Defined 01,02,03 85800 YANKEE CANDLE COMPANY com 984757104 2757 137000 SH Defined 01,02,03 137000 YOUTHSTREAM MEDIA ~~NETWORK~~NETWORKS INC com 987819109 ~~482~~310 81200 SH Defined 01,02,03 81200 ~~1061317~~YOUTHSTREAM MEDIA NETWORKS INC com 987819109 390 102200 SH OTHER 04 102200

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