13F-HR 1 feb2005-13f.txt \PECONIC MANAGEMENT\FEB 2005 13-F\ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2004 ----------------- 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: Peconic Management Co., Inc. ------------------------------------------------------------------------------- Address: P.O. Box 302 ------------------------------------------------------------------------------- Mount Kisco, New York 10549 ------------------------------------------------------------------------------- ------------------------------------------------------------------------------- Form 13F File Number: 28-10833 ------------------------------------------------------------------------------- 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: Rodney Hatch ------------------------------------------------------------------------------- Title: Chief Administrative Officer ------------------------------------------------------------------------------- Phone: (914) 241-7865 ------------------------------------------------------------------------------- Signature, Place, and Date of Signing: /s/ Rodney Hatch Bedford Corners, NY February 14, 2005 ______________________ _________________________ _________________ [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).) Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 122 Form 13F Information Table Value Total: $38,134 (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 this report is filed, other than the manager filing this report. NONE

Form 13F INFORMATION TABLE Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 -------- --------- ---------- --------- ----------------------- -------- -------- ----------------------- Voting Shares Authority Title Value or Put/ Investment Other ---------------------- Name of Issuer of Class CUSIP (x$1000) PRN AMT SH/PRN Call Discretion Managers Sole Shared None -------------- --------- ----------- -------- -------- -------- ---- ---------- -------- --------- ------ ---- ~~ABITIBI-CONSOLIDATED~~PACER INTL INC TENN COM ~~003924107~~69373H106 ~~137~~663 ~~20000~~31200 SH SOLE ~~20000~~31200 ~~ACTION~~GRAINGER ~~PERFORMANCE~~W COW INC COM ~~004933107~~384802104 ~~416~~280 ~~27600~~4200 SH SOLE ~~27600~~4200 ~~AIRTRAN~~ABITIBI-CONSOLIDATED ~~HLDGS~~ INC COM ~~00949P108~~003924107 ~~184~~573 ~~13000~~83300 SH SOLE ~~13000~~83300 ~~ALBERTO~~BRASIL ~~CULVER~~TELECOM COPARTICIPACOES ~~COM~~SPON ~~013068101~~ADR ~~216~~105530109 ~~4300~~259 6800 SH SOLE ~~4300~~6800 ~~ALBERTSONS~~PFD ~~INC~~CEMEX ~~COM~~S ~~013104104~~A ~~265~~SPON ~~10000~~ADR SH151290889 ~~SOLE~~630 ~~10000~~17300 ~~ALDILA~~SH ~~INC~~SOLE ~~COM~~17300 ~~NEW~~5 ~~014384200~~ORD ~~277~~COMPANHIA ~~22300~~DE SHBEBIDAS ~~SOLE~~DAS ~~22300~~AME ~~AMERADA~~SPONSORED ~~HESS~~20441W104 ~~CORP~~278 ~~COM~~9800 ~~023551104 1037 13100~~ SH SOLE ~~13100~~9800 ~~AMERICA~~ADR ~~WEST~~COMPANIA ~~HLDG~~DE ~~CORP~~MINAS CLBUENAVENTU BSPONSORED ~~023657208~~204448104 ~~165~~245 ~~18200~~10700 SH SOLE ~~18200~~10700 ~~AMERICAN~~ADR ~~TOWER~~DEUTSCHE ~~CORP~~TELEKOM CLAG ASPONSORED ~~029912201~~251566105 ~~195~~581 ~~12800~~25600 SH SOLE ~~12800~~25600 ~~AMR~~ADR ~~CORP~~FOMENTO ~~COM~~ECONOMICO ~~001765106~~MEXICANO ~~191~~S ~~15800~~SPON SHADR ~~SOLE~~344419106 ~~15800~~363 ~~AQUANTIVE~~6900 ~~INC COM 03839G105 110 11100~~ SH SOLE ~~11100~~6900 ~~ARCTIC~~UNITS ~~CAT~~GRUPO ~~INC~~TELEVISA ~~COM~~SA ~~039670104~~DE ~~487~~CV ~~17700~~SP SHADR ~~SOLE~~40049J206 ~~17700~~399 ~~ARROW~~6600 ~~ELECTRS INC COM 042735100 512 19100~~ SH SOLE ~~19100~~6600 ~~ASK~~REP ~~JEEVES~~ORD ~~INC~~RINKER ~~COM~~GROUP ~~045174109~~LTD ~~254~~SPONSORED ~~6500~~76687M101 SH291 ~~SOLE~~3500 ~~6500 AUTOBYTEL INC COM 05275N106 210 23200~~ SH SOLE ~~23200~~3500 ~~AUTOZONE~~ADR ~~INC~~TELECOMUNICACOES ~~COM~~BRASILEIRAS ~~053332102~~SPONSORED ~~417~~879287308 ~~5200~~257 8000 SH SOLE ~~5200~~8000 ~~AVON~~ADR ~~PRODS~~TELEFONOS ~~INC~~DE ~~COM~~MEXICO ~~054303102~~S ~~457~~A ~~9900~~SPON SHADR ~~SOLE~~879403780 ~~9900~~433 ~~BANKRATE~~11300 ~~INC COM 06646V108 123 14400~~ SH SOLE ~~14400~~11300 ~~BELLSOUTH~~ORD ~~CORP~~L ~~COM~~TPG ~~079860102~~N ~~252~~V ~~9600~~SPONSORED SH892339102 ~~SOLE~~640 ~~9600~~23500 ~~BOEING CO COM 097023105 261 5100~~ SH SOLE ~~5100~~23500 ~~BRUNSWICK~~ADR 3COM CORP COM ~~117043109~~885535104 ~~612~~151 ~~15000~~36200 SH SOLE ~~15000~~36200 ~~BURLINGTON~~ACETO ~~RES~~CORP ~~INC~~ COM ~~122014103~~004446100 ~~275~~278 ~~7600~~14600 SH SOLE ~~7600~~14600 CAETNA ~~H ROBINSON WORLDWIDE~~ INC ~~COM~~NEW ~~12541W100 949 20700 SH SOLE 20700 CALLAWAY GOLF CO~~ COM ~~131193104~~00817Y108 ~~335~~387 ~~29500~~3100 SH SOLE ~~29500~~3100 ~~CATERPILLAR~~AIR T INC ~~DEL~~ COM ~~149123101~~009207101 ~~477~~529 ~~6000~~29100 SH SOLE ~~6000~~29100 ~~CEMEX~~AMERICAN SREAL AESTATE ~~SPON~~PARTNR ~~ADR~~DEPOSIT ~~151290889~~029169109 ~~203~~266 ~~7000~~9300 SH SOLE ~~7000~~9300 5ORY ~~ORD~~UNIT ~~CENTERPOINT~~AON ~~ENERGY~~CORP ~~INC~~ COM ~~15189T107~~037389103 ~~564~~389 ~~49000~~16300 SH SOLE ~~49000~~16300 ~~CENTEX~~APPLIED ~~CORP~~INDL ~~COM~~TECHNOLOGIES ~~152312104~~IN ~~252 5500 SH SOLE 5500 CHATTEM INC~~ COM ~~162456107~~03820C105 ~~222~~251 ~~7700~~9150 SH SOLE ~~7700~~9150 ~~CHINA~~APPLIED ~~MOBILE~~MICRO ~~HONG~~CIRCUITS ~~KONG~~CORP ~~LTD~~ COM ~~16941M109~~03822W109 ~~173~~159 ~~11400~~37700 SH SOLE ~~11400~~37700 ~~CNET~~ARVINMERITOR ~~NETWORKS~~ INC COM ~~12613R104~~043353101 ~~131~~206 ~~11800~~9200 SH SOLE ~~11800~~9200 ~~CNF~~AT&T ~~INC~~CORP COM ~~12612W104~~NEW ~~657~~001957505 ~~15800~~557 29200 SH SOLE ~~15800~~29200 ~~COCA~~BEACON ~~COLA~~ROOFING ~~ENTERPRISES~~SUPPLY INC COM ~~191219104~~073685109 ~~209~~268 ~~7200~~13500 SH SOLE ~~7200~~13500 ~~COGNIZANT~~BIMINI ~~TECHNOLOGY~~MTG ~~SOLUTION~~MGMT INC CL A ~~192446102~~09031E400 ~~305~~263 ~~12000~~16400 SH SOLE ~~12000~~16400 ~~COMCAST~~BROADWING CORP ~~NEW~~COM CL11161E101 A91 ~~20030N101~~10000 ~~258 9200~~ SH SOLE ~~9200~~10000 ~~CONOCOPHILLIPS~~C ~~COM~~H ~~20825C104~~ROBINSON ~~259~~WORLDWIDE ~~3400 SH SOLE 3400 CONSOLIDATED EDISON~~ INC COM ~~209115104~~12541W100 ~~461~~632 ~~11600~~11400 SH SOLE ~~11600~~11400 ~~CONTINENTAL~~CARDIAC ~~AIRLS~~SCIENCE INC CLCOM BNEW ~~210795308~~141410209 ~~192~~47 ~~16900~~21900 SH SOLE ~~16900~~21900 ~~CROWN~~CB ~~HOLDINGS~~RICHARD ELLIS GROUP INC ~~COM~~CL ~~228368106~~A ~~103~~12497T101 ~~10300~~275 8200 SH SOLE ~~10300~~8200 ~~DANIELSON~~CLEAR ~~HLDG~~CHANNEL ~~CORP~~COMMUNICATIONS COM ~~236274106~~184502102 ~~187~~348 ~~27125~~10400 SH SOLE ~~27125~~10400 ~~DEVON~~CNF ~~ENERGY~~INC ~~CORP NEW~~ COM ~~25179M103~~12612W104 ~~205~~646 ~~3100~~12900 SH SOLE ~~3100~~12900 ~~DIGITAL~~COGNIZANT ~~RIV~~TECHNOLOGY ~~INC~~SOLUTIO ~~COM~~CL ~~25388B104~~A ~~228~~192446102 ~~7000~~271 6400 SH SOLE ~~7000~~6400 ~~DIGITAS~~COMCAST ~~INC~~CORP ~~COM~~NEW ~~25388K104~~CL ~~247~~A ~~22400~~20030N101 389 11700 SH SOLE ~~22400~~11700 ~~DISNEY~~CSX ~~WALT~~CORP CO COM ~~254687106~~126408103 ~~487~~385 ~~19100~~9600 SH SOLE ~~19100~~9600 ~~DOMINION~~DANIELSON ~~RES~~HLDG ~~INC~~CORP ~~VA NEW~~ COM ~~25746U109~~236274106 ~~460~~139 ~~7300~~16425 SH SOLE ~~7300~~16425 DOW CHEM CO COM 260543103 ~~244~~361 ~~6000~~7300 SH SOLE ~~6000~~7300 DYNAMEX INC COM 26784F103 ~~1048~~602 ~~75300~~32500 SH SOLE ~~75300~~32500 ~~EARTHLINK~~E PIPHANY INC COM ~~270321102~~26881V100 ~~116~~154 ~~11200~~31700 SH SOLE ~~11200~~31700 ~~EASTMAN~~EAGLE ~~KODAK~~HOSPITALITY COPPTY ~~COM~~TR ~~277461109~~IN ~~618 22900 SH SOLE 22900 EBAY INC~~ COM ~~278642103~~26959T102 ~~239~~265 ~~2600~~25700 SH SOLE ~~2600~~25700 ~~ECOLLEGE~~EAGLE ~~COM~~MATERIALS INC COM ~~27887E100~~26969P108 ~~171~~276 ~~10700~~3200 SH SOLE ~~10700~~3200 EGL INC COM 268484102 ~~983~~580 ~~37000~~19400 SH SOLE ~~37000~~19400 ~~ELIZABETH~~EQUITY ~~ARDEN~~OFFICE ~~INC~~PROPERTIES TRU COM ~~28660G106~~294741103 ~~431~~370 ~~20500~~12700 SH SOLE ~~20500~~12700 ~~EQUITY~~ESS ~~RESIDENTIAL~~TECHNOLOGY INC COM ~~29476L107~~269151106 ~~217~~90 ~~7300~~12700 SH SOLE ~~7300~~12700 EXPEDITORS INTL WASH INC COM 302130109 ~~934~~721 ~~18900~~12900 SH SOLE ~~18900~~12900 ~~FEDEX~~F5 ~~CORP~~NETWORKS INC COM ~~31428X106~~315616102 ~~932~~214 ~~11400~~4400 SH SOLE ~~11400~~4400 ~~FINDWHATCOM~~FASTENAL CO COM ~~317794105~~311900104 ~~204~~259 ~~8800~~4200 SH SOLE ~~8800~~4200 ~~FOMENTO~~FEDEX ~~ECONOMICO~~CORP ~~MEXICANO~~COM ~~SPON~~31428X106 ~~ADR~~620 ~~344419106 289~~ 6300 SH SOLE 6300 ~~UNITS~~FLORIDA ~~FORD~~ROCK ~~MTR~~INDS COINC ~~DEL~~ COM ~~PAR~~341140101 ~~345370860~~280 ~~423~~4700 ~~27000~~ SH SOLE ~~27000~~4700 ~~$0.01~~ FORWARD AIR CORP COM 349853101 ~~925~~603 ~~24700~~13500 SH SOLE ~~24700~~13500 ~~GENERAL~~GOODYEAR ~~MTRS~~TIRE ~~CORP~~& ~~COM~~RUBR ~~370442105 438 9400 SH SOLE 9400 GILLETTE~~ CO COM ~~375766102~~382550101 ~~229~~384 ~~5400~~26200 SH SOLE ~~5400~~26200 ~~GRUPO~~HANGER ~~TELEVISA~~ORTHOPEDIC SAGROUP ~~DE CV SPA ADR 40049J206 407 9000 SH SOLE 9000 REP ORD HASBRO~~ INC COM ~~418056107~~NEW ~~540~~41043F208 ~~28400~~94 SH11600 ~~SOLE 28400 HCA INC COM 404119109 270 6500~~ SH SOLE ~~6500~~11600 ~~HEINZ~~HAYES HLEMMERZ ~~J CO COM 423074103 243 6200 SH SOLE 6200 HONEYWELL~~ INTL INC COM ~~438516106~~NEW ~~256~~420781304 ~~7000~~90 10200 SH SOLE ~~7000~~10200 HUB GROUP INC CL A 443320106 ~~955~~695 ~~28000~~13300 SH SOLE ~~28000~~13300 ~~HUNT~~HUGHES JBSUPPLY ~~TRANS SVCS~~ INC COM ~~445658107~~444482103 ~~837~~256 ~~21700~~7900 SH SOLE ~~21700~~7900 ~~INFOSPACE~~INTEGRATED ~~INC~~SILICON SOLUTION COM ~~NEW~~45812P107 ~~45678T201~~96 ~~255~~11700 ~~6700~~ SH SOLE ~~6700~~11700 ~~INTER~~INTERPUBLIC ~~PARFUMS~~GROUP COS INC COM ~~458334109~~460690100 ~~206~~381 ~~9900~~28400 SH SOLE ~~9900~~28400 ~~INT~~HUNT ~~PAPER~~J COB ~~COM~~TRANS ~~460146103~~SVCS ~~273 6100 SH SOLE 6100 INTERWOVEN~~ INC COM ~~NEW~~445658107 ~~46114T508~~278 ~~242~~6200 ~~24000~~ SH SOLE ~~24000~~6200 ~~IPASS~~JONES ~~INC~~LANG ~~COM~~LASALLE ~~46261V108 118 11100 SH SOLE 11100 J2 GLOBAL COMMUNICATIONS~~ INC COM ~~46626E905~~48020Q107 ~~259~~258 ~~9300~~6900 SH SOLE ~~9300~~6900 ~~JAKKS~~KEMET ~~PAC~~CORP ~~INC~~ COM ~~47012E106~~488360108 ~~557~~93 ~~26800~~10400 SH SOLE ~~26800~~10400 K2KMART ~~INC~~HLDG CORPORATION COM ~~482732104~~498780105 ~~513~~218 ~~32700~~2200 SH SOLE ~~32700~~2200 ~~KEYSPAN~~KROGER ~~CORP~~CO COM ~~49337W100~~501044101 ~~206~~193 ~~5600~~11000 SH SOLE ~~5600~~11000 ~~KRAFT~~LABRANCHE ~~FOODS~~& CO INC CLCOM A505447102 ~~50075N104~~100 ~~263~~11200 ~~8300~~ SH SOLE ~~8300~~11200 KTLAFARGE ~~CORP~~NORTH ~~SPONSORED~~AMERICA ~~48268K101 184 10200 SH SOLE 10200 ADR LAUDER ESTEE COS~~ INC CLCOM A505862102 ~~518439104~~267 ~~464~~5200 ~~9500~~ SH SOLE ~~9500~~5200 ~~LEAPFROG~~LATTICE ~~ENTERPRISES~~SEMICONDUCTOR ~~INC~~CORP CLCOM A518415104 ~~52186N106~~101 ~~591~~17800 ~~29700~~ SH SOLE ~~29700~~17800 ~~LENNAR~~LAWSON ~~CORP~~PRODS CLINC ACOM ~~526057104~~520776105 ~~389~~267 ~~8700~~5300 SH SOLE ~~8700~~5300 LIBERTY MEDIA CORP NEW COM SER A ~~530718905~~530718105 ~~162~~180 ~~18000~~16400 SH SOLE ~~18000~~16400 ~~MANNATECH~~LNR ~~INC~~PPTY CORP COM ~~563771104~~501940100 ~~538~~252 ~~56000~~4000 SH SOLE ~~56000~~4000 ~~MARATHON~~LODGIAN ~~OIL~~INC ~~CORP~~ COM ~~565849106~~54021P403 ~~265~~146 ~~7000~~11900 SH SOLE ~~7000~~11900 ~~MARINEMAX~~LSI ~~INC~~LOGIC CORP COM ~~567908108~~502161102 ~~536~~98 ~~18700~~17800 SH SOLE ~~18700~~17800 ~~MARKETWATCHCOM~~MANUGISTICS GROUP INC COM ~~570619106~~565011103 ~~118~~145 ~~10100~~50500 SH SOLE ~~10100~~50500 ~~MARVEL~~MARSH ~~ENTERPRISES~~& MCLENNAN COS INC COM ~~57383M108~~571748102 ~~426~~589 ~~21800~~17900 SH SOLE ~~21800~~17900 ~~MATTEL~~MARTIN MARIETTA MATLS INC COM ~~577081102~~573284106 ~~555~~279 ~~30400~~5200 SH SOLE ~~30400~~5200 ~~MCDONALDS~~MEADWESTVACO CORP COM ~~580135101~~583334107 ~~445~~363 ~~17100~~10700 SH SOLE ~~17100~~10700 ~~MERCURY~~MGM ~~INTERACTIVE~~MIRAGE ~~CORP~~ COM ~~589405109~~552953101 ~~254~~218 ~~5100~~3000 SH SOLE ~~5100~~3000 MORGAN STANLEY COM NEW 617446448 ~~222~~577 ~~4200~~10400 SH SOLE ~~4200~~10400 ~~MOTOROLA~~MSC ~~INC~~INDL ~~COM~~DIRECT ~~620076109~~INC ~~476~~CL ~~26100~~A SH553530106 ~~SOLE~~266 ~~26100~~7400 ~~NATURAL ALTERNATIVES INTL IN COM NEW 638842302 468 55000~~ SH SOLE ~~55000~~7400 ~~NATURES~~NORFOLK ~~SUNSHINE~~SOUTHERN ~~PRODUCTS~~CORP IN COM ~~639027101~~655844108 ~~421~~387 ~~29500~~10700 SH SOLE ~~29500~~10700 ~~NAUTILUS~~NORTHSTAR ~~GROUP~~RLTY ~~INC~~FIN ~~COM~~CORP ~~63910B102 581 29800 SH SOLE 29800 NEOFORMACOM INC~~ COM ~~NEW~~66704R100 ~~640475505~~126 ~~161~~11000 ~~13300~~ SH SOLE ~~13300~~11000 ~~NETEASECOM~~NUCO2 INC ~~SPONSORED 64110W102 248 6000 SH SOLE 6000 ADR NETEGRITY INC~~ COM ~~64110P107~~629428103 ~~286~~242 ~~33750~~10900 SH SOLE ~~33750~~10900 ~~NEXTEL~~PARK ~~COMMUNICATIONS~~OHIO ~~INC~~HLDGS ~~CL A 65332V103 219 8200 SH SOLE 8200 NIKU~~ CORP COM ~~NEW~~700666100 ~~654113703~~668 ~~117~~25800 ~~10300~~ SH SOLE ~~10300~~25800 ~~NISOURCE~~PEPCO HOLDINGS INC COM ~~65473P105~~713291102 ~~412~~375 ~~20000~~17600 SH SOLE ~~20000~~17600 ~~NORFOLK~~POLARIS ~~SOUTHERN~~INDS ~~CORP~~INC COM ~~655844108~~731068102 ~~217~~292 ~~8200~~4300 SH SOLE ~~8200~~4300 NUQUALCOMM ~~SKIN ENTERPRISES~~ INC ~~CL A 67018T105 476 18800 SH SOLE 18800 OAKLEY INC~~ COM ~~673662102~~747525103 ~~410~~225 ~~31700~~5300 SH SOLE ~~31700~~5300 ~~OPEN~~REYNOLDS ~~TEXT~~AMERICAN ~~CORP~~INC COM ~~683715106~~761713106 ~~343~~204 ~~10700~~2600 SH SOLE ~~10700~~2600 ~~OPENWAVE~~RYDER SYS INC COM ~~NEW~~783549108 ~~683718308~~650 ~~130~~13600 ~~10200~~ SH SOLE ~~10200~~13600 ~~PACER~~SAFEGUARD ~~INT~~SCIENTIFICS INC ~~TENN~~ COM ~~69373H106~~786449108 ~~920~~139 ~~49700~~65600 SH SOLE ~~49700~~65600 ~~PARLUX~~SCANSOFT ~~FRAGRANCES~~ INC COM ~~701645103~~80603P107 ~~424~~147 ~~38700~~35000 SH SOLE ~~38700~~35000 ~~PEC~~SEALED ~~SOLUTIONS~~AIR ~~INC~~CORP ~~COM~~NEW ~~705107100 125 10500 SH SOLE 10500 PIXAR~~ COM ~~725811103~~81211K100 ~~209~~373 ~~3000~~7000 SH SOLE ~~3000~~7000 ~~POLARIS~~SIX ~~IND~~FLAGS INC COM ~~731068102~~83001P109 ~~811~~103 ~~16900~~19200 SH SOLE ~~16900~~19200 ~~PRICE~~SOUTHWEST ~~COMMUNICATIONS~~AIRLS ~~CORP~~CO COM ~~NEW~~844741108 ~~741437305~~199 ~~154~~12200 ~~10400~~ SH SOLE ~~10400~~12200 ~~QUALCOMM~~ST ~~INC~~JOE CO COM ~~747525103~~790148100 ~~296~~270 ~~4050~~4200 SH SOLE ~~4050~~4200 ~~RADWARE~~SUPERVALU ~~LTD~~INC ~~ORD~~COM ~~M81873107~~868536103 ~~176~~384 ~~10300~~11100 SH SOLE ~~10300~~11100 ~~RC2~~SYMANTEC CORP COM ~~749388104~~871503108 ~~586~~258 ~~16500~~10000 SH SOLE ~~16500~~10000 ~~RELIV~~TALK ~~INTL~~AMERICA HLDGS INC COM ~~75952R100~~NEW ~~528~~87426R202 ~~56200~~156 23500 SH SOLE ~~56200~~23500 ~~REYNOLDS~~TEJON RRANCH JCO ~~TOB~~DEL ~~HLDGS INC~~ COM ~~76182K105~~879080109 257 ~~3800~~6300 SH SOLE ~~3800~~6300 ~~RYDER~~TEMPLE ~~SYSTEM~~INLAND INC COM ~~783549108~~879868107 ~~929~~410 ~~23200~~6000 SH SOLE ~~23200~~6000 S1TENET ~~CORPORATION~~HEALTHCARE ~~COM 78463B101 99 10000 SH SOLE 10000 SCANA~~ CORP ~~NEW~~ COM ~~80589M102~~88033G100 ~~669~~344 ~~18400~~31300 SH SOLE ~~18400~~31300 ~~SCP~~TEXAS ~~POOL~~INSTRS ~~CORP~~INC COM ~~784028102~~882508104 ~~419~~281 ~~9300~~4500 SH SOLE ~~9300~~4500 ~~SEARS~~TEXAS ~~ROEBUCK~~PAC &LD COTR ~~COM~~SUB ~~812387108~~CTF ~~245~~882610108 ~~6500~~311 2300 SH SOLE ~~6500~~2300 ~~SKILLSOFT~~PROP ~~PLC~~I ~~SPONSORED~~T ~~830928107~~THOMAS ~~274~~PPTYS ~~36100~~GROUP SHINC ~~SOLE 36100 ADR SPRINT CORP~~ COM ~~FON~~884453101 ~~852061100~~261 ~~510~~20500 ~~29000~~ SH SOLE ~~29000~~20500 ~~GROUP~~TIME ~~STEINWAY~~WARNER ~~MUSICAL INSTRS~~ INC COM ~~ORD~~887317105 ~~858465104~~385 ~~379~~19800 ~~10800~~ SH SOLE ~~10800~~19800 ~~STURM~~TIME ~~RUGER~~WARNER &TELECOM CO INC ~~COM~~CL ~~864159108~~A ~~427~~887319101 ~~35300~~131 29900 SH SOLE ~~35300~~29900 ~~SUPERVALU~~TOLL BROTHERS INC COM ~~868536103~~889478103 ~~251~~220 ~~8200~~3200 SH SOLE ~~8200~~3200 ~~SUPPORTSOFT~~TOYS R US INC COM ~~868587106~~892335100 ~~306~~373 ~~35300~~18200 SH SOLE ~~35300~~18200 ~~SYNOPSYS~~TRAMMELL ~~INC~~CROW CO COM ~~871607107~~89288R106 ~~227~~263 ~~8000~~14500 SH SOLE ~~8000~~14500 ~~TECO~~TRIQUINT ~~ENERGY~~SEMICONDUCTOR INC COM ~~872375100~~89674K103 ~~180~~155 ~~15000~~34800 SH SOLE ~~15000~~34800 ~~TELE~~TWEETER ~~CENTRO~~HOME ~~OESTE~~ENTMT ~~CELULAR~~GROUP SINC ~~SPON~~COM ~~ADR~~901167106 ~~87923P105~~105 ~~123~~15300 ~~13400~~ SH SOLE ~~13400~~15300 ~~PFD~~UNIFI ~~TELECOMINICAOES~~INC ~~BRASILEIRAS~~COM ~~SPONSORED~~904677101 ~~879287308~~135 ~~236~~35100 ~~8100~~ SH SOLE ~~8100~~35100 ~~ADR~~UNITED ~~TELEFONOS~~PARCEL DESERVICE ~~MEXICO~~INC SACL ~~SPON~~B ~~ADR~~911312106 ~~879403780~~624 ~~386~~7300 ~~11600~~ SH SOLE ~~11600~~7300 ~~PFD~~UNUMPROVIDENT ~~TELEPHONE~~CORP ~~& DATA SYS INC~~ COM ~~879433100~~91529Y106 ~~263~~807 ~~3700~~45000 SH SOLE ~~3700~~45000 ~~TENET~~VISTEON ~~HEALTHCARE~~ CORP COM ~~88033G100~~92839U107 ~~255~~186 19000 SH SOLE 19000 ~~TIME~~VULCAN ~~WARNER~~MATLS ~~INC~~CO COM ~~887317105~~929160109 ~~434~~273 ~~24700~~5000 SH SOLE ~~24700~~5000 ~~TOLL~~W ~~BROTHERS~~P ~~INC~~CAREY ~~COM~~& ~~889478103~~CO ~~262~~LLC ~~6200 SH SOLE 6200 TYCO INTL LTD~~ COM ~~902124106~~92930Y107 ~~524~~260 ~~15800~~7400 SH SOLE ~~15800~~7400 ~~UNILEVER~~DISNEY NWALT VCO NYCOM ~~SHS~~254687106 ~~NEW~~367 ~~904784709~~13200 ~~206 3000~~ SH SOLE ~~3000~~13200 ~~UNITED~~DISNEY ~~PARCEL~~WASTE ~~SERVICE~~MGMT INC CLDEL ~~B 911312106 496 6600 SH SOLE 6600 UNUMPROVIDENT CORP~~ COM ~~91529Y106~~94106L109 ~~259~~329 ~~16300~~11000 SH SOLE ~~16300~~11000 ~~VALERO~~WASTE ~~ENERGY~~SERVICES ~~CORP NEW COM 91913Y100 258 3500 SH SOLE 3500 VALUECLICK~~ INC ~~COM~~DEL ~~92046N102 125 10400 SH SOLE 10400 WALMART STORES INC~~ COM ~~931142103~~941075103 ~~237~~135 ~~4500~~36900 SH SOLE ~~4500~~36900 ~~WEBMETHODS~~WATSCO INC COM ~~94768C108~~942622200 ~~313~~278 ~~36400~~7900 SH SOLE ~~36400~~7900 ~~WEBSENSE~~WELLPOINT INC COM ~~947684106~~94973V107 ~~257~~357 ~~6900~~3100 SH SOLE ~~6900~~3100 WEYERHAEUSER CO COM 962166104 ~~480~~363 ~~7600~~5400 SH SOLE ~~7600~~5400 ~~WIRELESS~~WINN ~~FACILITIES~~DIXIE STORES INC COM ~~97653A103~~974280109 ~~196~~90 ~~19900~~19800 SH SOLE ~~19900~~19800 ~~YAHOO~~ZHONE TECHNOLOGIES INC NEW COM ~~984332106~~98950P108 ~~278~~138 ~~7702~~53100 SH SOLE ~~7702~~53100

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