13F-HR 1 watchpoint13f40042.txt FORM 13-F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F Report for the Calendar Year or Quarter Ended: June 30, 2003 Check here if Amendment [ ] Amendment Number: _________ Institutional Investment Manager Filing this Report: Name: Watchpoint Asset Management LLC Address: 237 Park Avenue, Suite 801 New York, NY 10017 Form 13F File Number: 28-05517 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 the 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: Stephen Watson Title: Senior Managing Member Phone: (212) 692-3640 Signature, Place, and Date of Signing: /s/ Stephen Watson New York, New York August 13, 2003 [Signature] [City, State] [Date] Report Type: [X] 13F HOLDINGS REPORT [ ] 13F NOTICE [ ] 13F COMBINATION REPORT List of Other Managers Reporting for this Manager: None Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: One* Form 13F Information Table Entry Total: 115 Form 13F Information Table Value Total: $ 57,593,240 List of Other Included Managers: No. Name (1) Stephen Watson * Mr. Watson is the Investment Manager to Watchpoint Asset Management LLC ("WAM") and its affiliate, Watchpoint Advisors LLC ("WA"). WAM and WA are treated as a single entity for purposes of the Information Table.

TITLE OF CUSIP MARKET SHARES OR INVESTMENT OTHER VOTING NAME CLASS NUMBER VALUE PRN AMT DISCRETION MANAGERS AUTHORITY ---- ----- ------ ----- ------- ---------- -------- --------- ~~Actuate~~1-800-FLOWERS ~~Corp~~ COM ~~005088102~~68243Q106 ~~177~~587,~~000~~300.00 ~~100~~70,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Advanced~~ABAXIS ~~Fibre~~COM ~~Comm~~002567105 193,800.00 30,000 SH SOLE SOLE ACTUATE CORP COM ~~00754A105~~005088102 ~~417~~277,000.00 25100,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Advent~~ADVANCED ~~Software~~DIGITAL INFORMATION COM ~~007974108~~6512900108 ~~545~~198,~~200~~400.00 4020,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Aeroflex~~AES CORP COM ~~007768104~~00130H105 ~~690~~317,~~000~~500.00 ~~100~~50,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Airspan~~ALTERA ~~Networks~~CORP COM ~~00950H102~~021441100 261,~~841~~065,452.64 2764,~~671~~848 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Alloy~~AMERICAN INTERNATIONAL GROUP COM ~~019855105~~026874107 ~~219~~1,~~000~~269,140.00 2023,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~American~~AMX ~~Software~~CORP COM ~~029683109~~00180C105 82108,~~501~~600.00 3036,~~000~~200 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Ameritrade~~ANSWERTHINK ~~Holding Corp~~ COM ~~03072H109~~036916104 ~~169~~224,~~800~~841.95 30109,~~000~~679 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~AMX~~ASCENTIAL ~~Corp~~SOFTWARE COM ~~00180C105~~04362P108 57733,~~200~~796.66 2044,~~000~~662 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Ascential~~ASPECT ~~Software~~MEDICAL SYSTEMS COM ~~04362P108~~045235108 ~~720~~88,~~000~~560.00 ~~300~~12,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Audiocodes~~BE ~~Ltd~~AEROSPACE COM ~~M1534210~~073302101 38387,~~699~~500.00 15125,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~AVI~~BED ~~Biopharma~~BATH & BEYOND COM ~~002346104~~075896100 75970,~~000~~500.00 1525,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Avid~~BEVERLY ~~Technology~~ENTERPRISES COM ~~05367P100~~08785109 1280,~~147,500~~000.00 5080,000 SH ~~Sole~~SOLE ~~Sole~~SOLE BEBLUGREEN ~~Avionics~~CORP COM ~~073302101~~096231105 ~~109~~47,~~993~~500.00 3010,~~218~~000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~BEA~~BOMBAY ~~Systems~~ COM ~~073325102~~097924204 ~~286~~20,~~750~~800.00 2510,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Bebe~~BUCKEYE ~~Stores~~TECHNOLOGIES COM ~~075571109~~118255108 ~~134~~68,000.00 10,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Beverly~~BUSINESS ~~Enterprises~~OBJECTS COM ~~08785109~~12328X107 ~~222~~7,~~301~~651,000.00 7835,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Bindview~~CANDIE'S ~~Development~~ COM ~~090327107~~137409108 43152,~~500~~000.00 3080,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Blockbuster~~CAPITAL ONE FINANCIAL CORP COM ~~093679108~~14040H105 ~~183~~1,~~751~~229,500.00 1525,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Blugreen~~CDW ~~Corp~~COMPUTER CENTERS COM ~~096231105~~125129106 ~~140~~458,~~400~~100.00 4010,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Calpine~~CELSION ~~Corp~~ COM ~~131347106~~15117N107 ~~326~~218,000.00 ~~100~~200,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Candies~~CHENIERE ENERGY COM ~~137409108~~16411R208 7645,~~999~~100.00 7010,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Captaris~~CHESEPEAKE ENERGY CORP COM ~~14071N104~~165167107 ~~132~~151,~~000~~500.00 5515,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~C-Cor.Net~~CHILDREN'S ~~Corp~~PLACE COM ~~125010108~~168905107 ~~116~~356,~~200~~124.00 3517,~~000~~700 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Championship~~CHIQUITA ~~Auto~~BRAND ~~Racing~~INTERENATIONAL COM ~~15871101~~170032809 ~~129~~940,~~500~~165.50 3564,~~000~~839 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Checkers~~CIRCUIT ~~Restaurants~~CITY COM ~~162809305~~172737108 93748,~~900~~000.00 1585,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Clearone~~CLARUS ~~Communications~~CORP COM ~~185060100~~182707109 ~~102~~194,~~350~~680.00 2331,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Commercial~~COMFORT ~~Metals~~SYSTEMS USA COM ~~138098108~~1999081104 ~~126~~157,~~599~~800.00 1060,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Concerto~~COOPER ~~Software~~COMPANIES COM ~~20602T106~~216648402 ~~101~~695,~~250~~400.00 1520,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Concurrent~~CROWN ~~Computer~~HOLDINGS ~~Corp~~ COM ~~206710204~~228368106 86999,~~399~~600.00 30140,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Costco~~DAWSON ~~Wholesale~~GEOPHYSICAL COM ~~22160K105~~239359102 ~~420~~162,~~900~~020.00 1520,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Crown~~DIGITAS ~~Cork~~INC ~~& Seal~~ COM ~~228255105~~25388K104 1563,~~272,000~~519.79 ~~160~~112,~~000~~479 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Diamond~~DJ ~~Cluster~~ORTHOPEDICS ~~Int~~ COM ~~25278P106~~23325G104 ~~235~~109,~~500~~600.00 7510,000 SH ~~Sole~~SOLE ~~Sole~~SOLE E ~~Piphany~~PIPHANY INC COM 26881V100 ~~125~~83,~~101~~292.00 3016,~~000~~300 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Eautoclaims~~EAUTOCLAIMS.~~com~~COM COM 278578109 36116,~~130~~000.00 ~~277~~200,~~925~~000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Enesco~~EDGAR ~~Group~~ONLINE COM ~~292973104~~279765101 ~~141~~99,~~599~~144.00 2091,~~000~~800 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Epresence~~ELECTRIC ARTS COM ~~294348107~~285512109 ~~155~~1,~~201~~650,852.10 8022,~~000~~339 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~EXE~~ELECTRONICS ~~Technologies~~FOR IMAGING COM ~~301504106~~286082102 ~~275~~303,000.00 ~~500~~15,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Factory~~ENESCO ~~2-U~~GROUP COM ~~303072102~~292973104 ~~119~~185,~~385~~000.00 3525,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Filenet~~ENPRO ~~Corp~~INDUSTIRES COM ~~316869106~~29355X107 ~~732~~876,~~000~~580.00 6082,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~First~~EXE ~~Horizon~~TECHNOLOGIES ~~Pharmaceutical~~ COM ~~32051K106~~301504106 ~~224~~280,~~341~~779.63 3055,~~000~~821 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Fleming~~FRIENDLY ~~Companies~~ICE CREAM COM ~~339130106~~358497105 ~~306~~125,~~818~~047.52 4619,~~700~~786 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Freddie~~GREATER ~~Mac~~BAY BANCORP COM ~~313400301~~391648102 21,~~066~~102,~~750~~200.00 3555,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Gadzooks~~GSI LUMONICS COM ~~362553109~~36229U102 ~~295~~84,~~160~~125.00 6212,~~800~~500 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~General~~HOFFMAN ~~Motors~~OFFSHORE COM ~~370442105~~440443J105 ~~737~~199,~~200~~600.00 2040,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Good~~HUGHS ~~Guys~~SUPPLY COM ~~382091106~~444482103 26347,~~249~~000.00 2510,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Health~~HYPERION ~~Management~~SOLUTIONS ~~System~~ COM ~~42219M100~~44914M104 72549,~~000~~760.00 2016,~~000~~300 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Hearx~~IDT ~~Ltd.~~CORP COM ~~422360305~~448947309 5529,~~600~~760.00 2030,~~000~~100 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Hologic~~IGAMES ENTERTAINMENT COM ~~436440101~~45170F105 ~~976~~27,~~800~~500.00 8050,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Input/Output~~IMANAGE COM ~~457652105~~45245Y105 85100,000.00 20,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Interland~~IMAX CORP COM ~~458727104~~45245E109 26540,~~000~~600.00 2060,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Intervoice-Brite~~IMS HEALTH COM ~~461142101~~449934108 ~~108~~359,~~000~~800.00 5020,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~JDA~~INFORMATION ~~software~~RESOURCES COM ~~46612K108~~456905108 ~~627~~1,~~900~~061,100.00 65270,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Kana~~INPUT/OUTPUT ~~Software~~ COM ~~483600300~~457652105 ~~226~~538,~~550~~000.00 ~~115~~100,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Knightsbridge~~INTERPLAY ~~Tankers~~ENTERTAINMENT COM ~~BG5299G10~~460615990 ~~299~~139,~~400~~062.56 201,~~000~~069,712 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Lantronix~~INTUIT COM ~~516548104~~461202103 351,784,000.00 5040,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~LCA~~JUNIPER NETWORKS COM 48203R104 124,700.00 10,000 SH SOLE SOLE KLA-~~Vision~~TENCOR CORP COM ~~501803209~~482480100 45464,600.00 2010,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Lojack~~LINEAR ~~Corp~~TECHNOLOGY COM ~~539451104~~535678106 69647,~~160~~600.00 1420,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Mandalay~~MANOR ~~Resort~~CARE ~~Group~~INC COM ~~562567107~~564055101 ~~765~~500,~~250~~200.00 2520,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Martha~~MARVEL ~~Stewart~~ENTERPRISES COM ~~573083102~~57383M108 1191,~~225,854~~000.00 ~~124~~10,~~200~~000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Marvel~~MAXIM ~~Enterprises~~INTEGRATED PRODUCTS COM ~~57383M108~~57772K101 ~~583~~2,~~700~~024,107.80 6559,~~000~~358 SH ~~Sole~~SOLE ~~Sole~~SOLE MCSI ~~Inc~~INC COM 55270M108 ~~102~~10,~~600~~000.00 21500,~~600~~000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Measurement~~MEDSOURCE ~~Specialties~~TECHNOLOGIES COM ~~583421102~~58505Y103 42212,000.00 2050,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Mens'~~METRO-GOLDWYN-MAYER ~~Wearhouse~~ COM ~~595094103~~591610100 ~~171~~124,~~500~~200.00 10,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Micromuse~~MICROSTRATEGY ~~Inc~~COM 594972408 611,554.00 16,700 SH SOLE SOLE MIRANT CORP COM ~~595094103~~604675108 ~~573~~435,000.00 150,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Mid~~MSC ~~Atlantic~~SOFTWARE ~~Medical~~COM ~~Services~~553531104 67,400.00 10,000 SH SOLE SOLE MULTIMEDIA GAMES COM ~~59523C107~~625453105 1254,~~620,~~000.00 5010,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Mikohn~~NABI ~~Gaming~~BIOPHARMACEUTICALS COM ~~59862K108~~629519109 66139,~~560~~000.00 20,~~800~~000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Mobius~~NASSDA ~~Management~~COM ~~System~~63172M101 144,021.00 18,300 SH SOLE SOLE NEOMAGIC COM ~~606925105~~640497103 ~~189~~108,~~120~~500.00 7870,~~800~~000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Morgan~~NEWFIELD ~~Stanley~~EXPLORATION COM ~~617446448~~6512900108 ~~598~~225,~~800~~300.00 156,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Nautilus~~NEWPARK ~~Group~~RESOURCES COM ~~63910B102~~651718504 ~~334~~328,~~000~~800.00 2560,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Newpark~~NUCO2 ~~Resources~~INC COM ~~651718504~~629428103 ~~139~~169,~~201~~380.00 3218,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Officemax~~ORCHID BIOSCIENCES COM ~~67622M108~~68571P100 75120,000.00 15100,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Olin~~OWENS ~~Corp~~ILLINOIS COM ~~680665205~~690768403 ~~699~~347,~~750~~158.00 4527,~~000~~300 SH ~~Sole~~SOLE ~~Sole~~SOLE OMPARALLEL ~~Group~~PETROLEUM COM ~~670872100~~699157103 ~~137~~495,~~599~~820.00 20130,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~OMI~~PETSMART ~~Corp~~COM 716768106 334,200.00 20,000 SH SOLE SOLE PIXAR COM ~~Y6476W104~~725811103 1,~~746~~211,~~750~~600.00 ~~425~~20,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Orthologic~~PREPAID ~~Corp~~LEGAL SERVICES COM ~~68750J107~~740065107 64245,~~980~~300.00 1810,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Owens~~PRICELINE &COM ~~Minor~~ COM ~~690732102~~741503403 ~~492~~686,~~600~~697.12 30,~~000~~766 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Pactiv~~PRIME ~~Corp~~HOSPITALITY COM ~~695257105~~741917108 ~~546~~134,~~500~~200.00 2520,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Parallel~~PROXYMED ~~Petroleum~~ COM ~~699157103~~744290305 ~~136~~316,~~999~~250.00 5025,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Pemstar~~PSS WORLD MEDICAL COM ~~706552106~~69366A100 67229,~~800~~200.00 3040,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Pep~~QAD ~~Boys~~INC ~~Manny~~COM ~~Moe~~74727D108 ~~Jack~~508,152.00 68,300 SH SOLE SOLE QLOGIC CORP COM ~~713278109~~747277101 12,~~392~~412,000.00 ~~120~~50,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Primedia~~QUALCOMM ~~Inc~~ COM ~~74157K101~~747525103 ~~906~~1,~~812~~437,600.00 ~~440~~40,~~200~~000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Priority~~RAINING ~~Healthcare~~DATA COM ~~74264T102~~75087R108 1173,~~740,000~~850.00 7547,~~000~~500 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~PSS~~RED ~~World~~HAT ~~Medical~~INC COM ~~69366A100~~756577102 ~~684~~188,~~000~~500.00 ~~100~~25,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~QAD~~RESEARCH ~~Inc~~FRONTIERS COM ~~74727D108~~76091107 ~~102~~146,~~300~~790.00 3010,~~000~~500 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Qlogic~~SAPIENT ~~Corp~~CORP COM ~~747277101~~803062108 3424,~~451,000~~993.08 ~~100~~153,~~000~~983 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~RSA~~SEACHANGE ~~Security~~INTERNATIONAL COM ~~749719100~~811699107 59333,900.00 1035,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Serologicals~~SEARS ~~Holdings~~ROEBUCK COM ~~817523103~~812387108 ~~290~~336,400.00 2610,~~400~~000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Singing~~SIPX ~~Machine~~ COM ~~829322304~~829909100 ~~135~~95,000.00 1520,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Sonicwall~~SIRIUS ~~Inc~~SATELLITE RADIO COM ~~835470105~~82966U103 90845,~~750~~000.00 25500,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Stamps.com~~SOMANETICS CORP COM ~~852857101~~834445405 ~~133~~102,~~978~~900.00 2830,~~674~~000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Superior~~SPORTSLINE ~~Consultant~~USA ~~Holdings~~ COM ~~868146101~~848934105 36387,~~960~~572.91 14184,~~000~~999 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Symmetricom~~STAMPS.COM COM ~~871543104~~852857101 ~~105~~111,~~669~~715.00 2523,~~040~~274 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Tanning~~STRATEGIC ~~Technology~~DIAGNOSTICS COM ~~87588P101~~862700101 30178,400.00 40,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Technology~~THERMA-WAVE ~~Solutions~~INC COM ~~87872T108~~88343A108 54894,~~500~~450.00 50445,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Therma-Wave~~THREE ~~Inc~~FIVE SYSTEMS COM ~~88343A108~~88554L108 ~~210~~156,~~000~~630.00 ~~200~~22,~~000~~700 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Three~~TRANSOCEAN ~~Five~~INC. ~~Systems~~ COM ~~88554L108~~G90078109 ~~180~~549,~~601~~250.00 2825,000 SH ~~Sole~~SOLE ~~Sole~~SOLE TKTRANSTECHNOLOGY ~~Shipping Corp~~ COM ~~Y8564W103~~893889105 ~~610~~81,~~500~~600.00 15,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Tripath~~TRIARC ~~Imaging~~COMPANIES COM ~~896942109~~895927101 53299,~~600~~900.00 2010,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Ultratech~~TUMMBLEWEED ~~Stepper~~COMMUNICATIONS COM ~~904034105~~899690101 ~~639~~141,~~535~~900.00 6555,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Valmont~~TUT ~~Industries~~SYSTEMS COM ~~920253101~~901103101 ~~291~~334,900.00 85,000 15SH SOLE SOLE TYLER TECHNOLOGY COM 902252105 191,250.00 45,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Vitesse~~VERITAS ~~Semiconductor~~DGC COM ~~928497106~~92343P107 65345,~~551~~000.00 30,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Wendy's~~VION ~~International~~PHARMACEUTICALS COM ~~950590109~~927624106 ~~812~~33,~~100~~000.00 3020,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~Wet~~WEBMED ~~Seal~~COM ~~Inc~~94769M105 706,550.00 65,000 SH SOLE SOLE WR GRACE & CO-DEL COM ~~961840105~~38388F108 ~~215~~90,~~220~~846.00 20,600 SH SOLE SOLE XILINX COM 983919101 1,771,000.00 70,000 SH ~~Sole~~SOLE ~~Sole~~SOLE ~~----------~~XM 39SATELLITE COM 983759101 659,~~195~~400.00 60,~~316~~000 ~~==========~~SH SOLE SOLE 57,593,240 SOLE SOLE SOLE SOLE

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