13F-HR 1 b316749_13fhr.txt HOLDING REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20543 Form 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended 12/31/01 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: Furman Selz Capital Management LLC Address: 230 Park Avenue New York, NY 10169 Form 13F File Number: 28-7184 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: Robert J. Miller Title: Vice President, Secretary and Treasurer Phone: 212-309-8399 Signature, Place and Date of Signing: /s/ Robert J. Miller New York, NY 2/15/01 --------------------- ------------- -------- (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-_________ Robert J. Miller ---------------------------- Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 1 ----- Form 13F Information Table Entry Total: 612 Form 13F Information Table Value Total: 8,680,065 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. (If there are no entries in this list, state "NONE" and omit the column headings and list entries.) No. Form 13F File Number Name 01 28-7516 ING Mutual Funds Management Co. LLC

APPLERA CORPORATION C COM 038020202 993 37,200 37,200 0 0 37,200 applied matls inc COM 038222105 26,414 658700 650500 8200 374100 284600 APPLIED SIGNAL TECHNOLOGY INC COM 382371030 382 45,200 45,200 45,200 arch chemicals inc COM 03937r102 17,562 757000 750600 6400 428100 328900 ARCHSTONE-SMITH TR COM 039583109 1,005 38,225 38,225 0 12,175 0 26,050 ARDENT COMM INC COM COM 03979M102 1 71,000 71,000 0 0 71,000 arrow electrs inc COM 042735100 38,601 1291000 1274700 16300 734200 556800 ASTORIA FINANCIAL CORP COM 046265104 10,722 405,234 334,134 71,100 231,178 0 174,056 AT & T WIRELESS COM 00209A106 12,638 879,447 869,188 10,259 479,572 - 399,875 ATHEROGENICS INC COM 047439104 3,025 500,000 500,000 500,000 automatic data processin COM 053015103 1,072 18200 18200 18200 AUTOZONE INC COM 053332102 2,945 41,020 41,020 24,525 0 16,495 AVIRON COM 053762100 2,487 50,000 50,000 0 0 50,000 avnet inc COM 053807103 41,221 1618400 1598200 20200 915500 702900 AVON PRODUCTS INC COM 054303102 6,103 131,250 131,250 29,060 0 102,190 axcelis technologies inc COM 054540109 8,455 655962 646884 9078 376145 279817 BAKER HUGHES INC. COM 057224107 29,584 811,187 810,962 225 180,529 80 630,578 BALLYS TOTAL FITNESS HOLDING COM 05873K108 345 16,000 16,000 16,000 BANK OF AMER CORP COM 605051040 140,992 2,239,745 2,223,975 15,770 1,009,724 105 1,229,916 BANK OF NEW YORK INC COM 064057102 81,709 2,002,669 2,002,009 660 441,498 200 1,560,971 BANK PLUS CORP COM 064446AA5 4,240 4,000,000 4,000,000 4,000,000 BANKNORTH GRP COM 06646R107 2,395 106,367 106,367 93,142 0 13,225 BANYAN STRATEGIC RLTY COM 06683M102 8 10,000 10,000 0 0 10,000 BAUSCH & LOMB INC COM 071707103 3,290 87,350 87,350 0 0 87,350 BAXTER INTERNATIONAL INC COM 718131090 152,583 2,845,105 2,833,589 11,516 1,017,054 196 1,827,855 bea sys inc COM 073325102 2,957 192000 189300 2700 103300 88700 BELDEN INC COM 077459105 6,560 278,569 188,969 89,600 111,620 0 166,949 bellsouth corp COM 079860102 3,605 94496 94496 60000 34496 BERKSHIRE HATHAWAY INC-DEL COM 846701080 9,828 130 130 130 BEST BUY INC. COM 086516101 2,077 27,886 27,886 18,702 0 9,184 BEVERLY ENTERPRISES INC NEW COM 878513090 2,691 312,900 312,900 312,900 BIG LOTS INC COM COM 089302103 9,792 941,493 641,093 300,400 377,160 0 564,333 BINDVIEW DEVELOPMENT CORP COM 903271070 40 20,000 20,000 20,000 BJS WHSL CLUB INC COM 05548J106 3,570 80,962 80,962 53,075 0 27,887 black & decker corp COM 091797100 25,524 676,500 668,300 8,200 388,500 - 288,000 BLOCKBUSTER INC COM 936791080 1,361 54,000 54,000 54,000 boeing co COM 097023105 826 21300 21300 21300 BOISE CASCADE CORP COM 973831030 2,612 76,800 76,800 76,800 BORDERS GROUP INC COM 099709107 9,689 488,350 371,450 116,900 215,182 0 273,168 BORG WARNER AUTOMOTIV COM 099724106 8,092 154,863 105,763 49,100 61,535 0 93,328 BOSTON PROPERTIES INC COM 101121101 380 10,000 10,000 10,000 bowater inc COM 102183100 30,318 635600 625800 9800 355100 280500 BOYD GAMING CORP COM 103304101 203 31,200 31,200 31,200 BP AMOCO ADS COM 055622104 9,297 199,900 199,900 23,718 0 176,182 BRISTOL MYERS SQUIBB COM 110122108 1,656 32,467 32,467 - 20,800 - 11,667 C H ROBINSON WORLDWID COM 12541W100 7,352 254,227 254,227 198,080 0 56,147 C TECHNOLOGIES AB COM W2312W129 104 30,000 30,000 30,000 CACHEFLOW INC COM 126946102 59 22,000 22,000 22,000 CADENCE DESIGN SYSTEMS INC COM 127387108 67,237 3,067,373 3,066,568 805 828,331 310 2,238,732 CAMBRIDGE ANTIBODY COM G17794101 1,053 40,000 40,000 40,000 CAMINUS CORP COM 133766105 2,300 100,000 100,000 100,000 CANTEL MEDICAL CORPORATION COM 138098108 1,554 81,400 81,400 81,400 CAPITAL AUTOMOTIVE RE COM 139733109 20,298 1,020,492 826,192 194,300 653,740 - 366,752

CAPITAL ONE FINANCIAL CORP COM 14040H105 55,947 1,037,014 1,036,774 240 338,528 85 698,401 CARDINAL HEALTH INC COM 14149Y108 250 3,863 3,863 0 0 3,863 CAREER ED CORP COM 141665109 3,157 92,104 92,104 80,209 0 11,895 CAREMARK RX INC COM 141705103 1,840 112,800 112,800 112,800 CARRAMERICA REALTY CORP COM 144418100 2,197 73,000 73,000 73,000 CATALYTICA ENERGY SYS COM 148884109 1,295 283,386 191,886 91,500 115,794 0 167,592 caterpillar inc del COM 149123101 1,134 21700 21700 21700 CAVALIER HOMES INC COM 149507105 600 206,900 206,900 206,900 CBRL GROUP INC COM 12489V106 8,979 305,004 262,304 42,700 176,882 0 128,122 CEC ENTERTAINMENT INC COM 125137109 217 5,000 5,000 5,000 CELESTICA INC COM 15101Q108 8,078 200,000 200,000 200,000 CELGENE CORP COM 151020104 6,680 209,286 209,286 163,441 0 45,845 CEMEX S A COM 151290889 3,102 125,600 125,600 125,600 CENDANT CORP COM 151313103 93,961 4,605,009 4,603,679 1,330 1,431,719 420 3,172,870 CENTRAL PAC MINERALS COM 154762306 998 712,541 376,641 335,900 421,155 0 291,386 CENTURYTEL INC COM 156700106 820 25,000 25,000 25,000 CHAMPION ENTERPRISES COM 158496109 7,455 605,606 460,206 145,400 308,146 0 297,460 CHARLES RIV LABORATOR COM 159864107 3,672 109,673 109,673 80,502 0 29,171 charter communications i COM 16117m107 13,565 825600 814800 10800 443800 381800 CHECK POINT SOFTWARE COM M22465104 8,975 225,000 225,000 225,000 CHECKFREE CORP COM 162813109 1,701 94,500 94,500 94,500 chevrontexaco corp COM 166764100 218,242 2,435,465 2,421,213 14,252 958,559 120 1,476,785 CHUBB CORP COM 171232101 28,168 408,228 403,228 5,000 223,819 - 184,409 cigna corp COM 125509109 908 9800 9800 9800 CIRCOR INTL INC COM 17273K109 1,937 105,000 105,000 105,000 CISCO SYS INC COM 17275R102 75,291 4,157,434 4,116,734 40,700 1,949,391 - 2,208,043 citigroup inc COM 172967101 199,252 3,947,154 3,923,847 23,307 1,482,995 49 2,464,111 CITRIX SYSTEMS INC COM 177376100 6,435 284,000 284,000 284,000 CITY NATL CORP COM 178566105 4,432 94,592 94,592 68,399 0 26,193 CLARUS CORP DEL COM 182707109 345 55,300 55,300 55,300 CLAYTON HOMES INC COM 184190106 994 58,100 58,100 58,100 CLEAR CHANNEL COMMUNICATIONS COM 184502102 4,073 80,000 80,000 80,000 CLECO CORP. COM 12561W105 13,083 595,477 408,077 187,400 241,820 0 353,657 cnf inc COM 12612w104 46,447 1384400 1366700 17700 775900 608500 COACH INC COM 189754104 1,247 32,000 32,000 32,000 COCA COLA CO COM 191216100 20,744 439,961 435,061 4,900 246,900 - 193,061 COGNIZANT TECHNLGY SL COM 192446102 3,889 94,901 94,901 83,698 0 11,203 COLGATE PALMOLIVE CO COM 194162103 31,531 545,998 539,798 6,200 268,955 - 277,043 COLLAGENEX PHARMACEUTICALS INC COM 19419B100 182 22,500 22,500 22,500 COLT TELECOM GROUP PLC COM 196877104 109 15,904 15,904 15,904 COLUMBIA LABORATORIES INC COM 197779101 1,318 382,000 382,000 382,000 COMMERCE BANCORP INC COM 200519106 2,136 54,300 54,300 47,635 0 6,665 compaq computer corp COM 204493100 11,302 1158000 1141400 16600 634300 523700 COMPTON PETROLEUM CORP COM 204940100 1,318 500,000 500,000 500,000 COMPUTER ASSOC INTL I COM 204912109 1,034 29,991 29,991 2,925 0 27,066 CONCORD CAMERA CORP COM 206156101 1,398 176,500 176,500 176,500 CONCORD EFS INC COM 206197105 5,038 153,691 153,691 106,031 0 47,660 CONMED CORP COM 207410101 942 47,200 47,200 47,200 conoco inc COM 208251504 91,469 3,232,137 3,189,327 42,810 1,781,863 - 1,450,274 CONOCO INC. 6.350% 04 CONVERT 208251AD0 506 500,000 500,000 500,000 0 0 CONSECO INC COM 208464107 401 90,000 90,000 90,000 CONVERGYS CORP COM 212485106 2,835 75,615 75,615 50,613 0 25,002 COR THERAPEUTICS INC COM 217753102 383 16,000 16,000 16,000

CORECOMM LTD COM 21869NAC9 478 3,750,000 3,750,000 3,750,000 CORINTHIAN COLLEGES I COM 218868107 2,078 50,820 50,820 43,792 0 7,028 corning inc COM 219350105 448 50200 42900 7300 50200 CORPORATE EXECUTIVE B COM 21988R102 1,847 50,318 50,318 43,550 0 6,768 COSTCO WHSL CORP NEW COM 22160K105 74,955 1,688,947 1,682,507 6,440 518,381 130 1,170,436 countrywide cr inds inc COM 222372104 23,201 566300 557200 9100 309300 257000 COUSINS PROPERTIES INC COM 222795106 365 15,000 15,000 15,000 COX COMMUNICATIONS IN COM 224044107 11,704 279,276 279,276 55,459 0 223,817 CRANE CO COM 224399105 367 14,297 14,297 0 0 14,297 CRIIMI MAE INC COM 226603504 331 82,237 82,237 82,237 CRIIMI MAE INC-10.875% CUM COM 226603207 378 27,800 27,800 27,800 CV THERAPEUTICS INC COM 126667104 20,002 384,500 384,500 384,500 CYTYC CORP COM 232946103 7,078 271,188 271,188 210,961 0 60,227 D & K HEALTHCARE RESOURCES INC COM 232861104 2,090 36,700 36,700 36,700 DARDEN RESTAURANTS, COM 237194105 2,884 81,475 81,475 51,662 0 29,813 dell computer corp COM 247025109 20,355 748900 739200 9700 413600 335300 DEVON ENERGY CORPORATION NEW COM 25179M103 1,979 51,200 51,200 51,200 DIANON SYS INC COM 252826102 3,404 55,995 55,995 49,915 0 6,080 DIEBOLD INC COM 253651103 17,289 427,527 340,027 87,500 109,945 0 317,582 DIGENE CORP COM 253752109 7,160 242,714 242,714 183,589 0 59,125 DISNEY (WALT) HOLDING COM 254687106 865 41,727 41,727 - 27,000 - 14,727 DIVINE INC COM 255402109 7 10,000 10,000 10,000 0 0 DOLLAR GENERAL CORP COM 256669102 2,235 150,000 150,000 150,000 dow chem co COM 260543103 72,615 2,149,639 2,144,084 5,555 585,273 175 1,564,191 DRS TECHNOLOGIES INC COM 23330X100 2,304 64,629 64,629 56,084 0 8,545 du pont e i de nemours & COM 263534109 1,124 26436 26436 26436 duke energy corp COM 264399106 1,523 38800 38800 38800 DYNEGY INC. COM 26816Q101 220 8,642 8,642 35 0 8,607 E M C CORP COM 268648102 10,720 797,649 787,349 10,300 447,000 - 350,649 eaton corp COM 278058102 22,621 304000 300100 3900 167400 136600 EBAY INC COM 278642103 2,378 35,550 35,550 20,597 0 14,953 ECHOSTAR COMMUN CORP COM 278762109 36,540 1,330,189 1,329,809 380 435,520 185 894,484 ECLIPSYS CORP COM 278856109 1,072 64,000 64,000 64,000 EDUCATION MGMT CORP COM 28139T101 5,401 148,981 148,981 109,970 0 39,011 EDWARDS LIFESCIENCES CORP COM 28176E108 1,918 69,400 69,400 69,400 EFUNDS CORP COM 28224R101 3,465 252,015 252,015 0 235,180 0 16,835 EL PASO ELECTRIC CO NEW COM 283677854 4,280 295,200 295,200 295,200 ELAN PLC ADR FOREIGN 284131208 1,275 28,290 28,290 0 0 28,290 ELECTRONIC DATA SYSTE COM 285661104 10,894 158,922 158,922 29,660 0 129,262 ELI LILLY & CO COM 532457108 42,229 537,681 530,781 6,900 267,400 0 270,281 ELOYALTY CORP COM 290151307 1,195 225,000 225,000 225,000 EMCOR GROUP INC COM 29084Q100 1,917 42,214 42,214 37,048 0 5,166 EMERSON ELEC CO COM 291011104 50,154 878,359 878,104 255 188,281 100 689,978 ENGELHARD CORP COM 292845104 4,589 165,792 165,792 0 0 165,792 ENTERASYS NETWORKS INC COM 293637104 2,213 250,000 250,000 250,000 ENTERCOM COMMUNICATIONS CORP COM 293639100 2,500 50,000 50,000 50,000 EQUITY OIL CO COM 294749106 26 14,470 14,470 0 0 14,470 ESTERLINE TECHNOLOGIE COM 297425100 791 49,395 3,295 46,100 46,100 0 3,295 EVEREST RE GROUP LTD COM G3223R108 11,326 160,200 160,200 160,200 EXPEDITORS INTL WASH COM 302130109 7,837 137,604 137,604 108,554 0 29,050 EXPRESS SCRIPTS INC C COM 302182100 59,523 1,272,951 1,272,623 328 339,842 128 932,981 EXTENDED STAY AMER IN COM 30224P101 4,405 268,579 268,579 - 239,318 - 29,261 exxon mobil corp COM 30231g102 94,290 2,399,246 2,377,996 21,250 1,117,501 0 1,281,745

FAIR ISAAC & CO COM 303250104 4,294 68,131 68,131 49,404 0 18,727 FED HOME LOAN MTG COR COM 313400301 15,613 238,738 238,738 - 71,742 - 166,996 FEDERAL AGRICULTURAL MORTGAGE COM 313148306 608 15,000 15,000 15,000 FEDERAL NAT MORTGAGE COM 313586109 102,170 1,285,153 1,270,053 15,100 657,440 - 627,713 FEDERATED DEPARTMENT COM 31410H101 9,446 230,960 230,960 - 63,000 - 167,960 fedex corp COM 31428x106 1,442 27800 27800 27800 FEI CO COM COM 30241L109 2,610 82,833 82,833 72,301 0 10,532 FIDELITY NAT FINL COR COM 316326107 2,759 111,266 111,266 - 72,503 - 38,763 FIRST DATA CORP COM 319963104 158,540 2,020,899 2,010,544 10,355 717,550 130 1,303,219 FIRST INDUSTRIAL REALTY TRUST COM 32054K103 311 10,000 10,000 10,000 FISERV INC COM 337738108 1,990 47,015 47,015 37,150 0 9,865 FISHER SCIENTIFIC INTL INC NEW COM 338032204 1,749 59,900 59,900 59,900 fleetboston finl corp COM 339030108 45,045 1234100 1217200 16900 672600 561500 FLEETWOOD ENTERPRISES INC COM 339099103 680 60,000 60,000 60,000 FLEMING COS INC COM 339130106 5,578 301,522 204,422 97,100 121,135 0 180,387 FLEXTRONICS INTERNATIONAL COM Y2573F102 45,221 1,885,000 1,862,900 22,100 1,166,100 - 718,900 FOOTSTAR INC COM 344912100 4,896 156,433 106,233 50,200 62,582 0 93,851 ford mtr co del COM 345370860 18,085 1150453 1136231 14222 648880 501573 FOREST LABS INC COM 345838106 10,945 133,554 133,554 23,230 0 110,324 FOREST OIL CORP PAR $ COM 346091705 8,935 316,743 215,043 101,700 127,535 0 189,208 FORRESTER RESH INC COM 346563109 2,155 106,985 70,985 36,000 44,250 0 62,735 FREQUENCY ELECTRS INC COM 358010106 294 21,000 21,000 0 0 21,000 GAIAM INC CL A COM 36268Q103 1,176 53,948 53,948 47,258 0 6,690 GALLAGHER ARTHUR J & COM 363576109 3,425 99,317 99,317 83,561 0 15,756 gannett inc COM 364730101 1,217 18100 18100 18100 GAP INC COM 364760108 3,130 224,500 224,500 224,500 GATX CORP COM 361448103 3,117 95,850 95,850 0 0 95,850 GEMINI TECHNOLOGY INT COM 36866E106 0 10,000 10,000 0 0 10,000 GEMSTAR TV GUIDE INTE COM 36866W106 80,483 2,905,508 2,904,708 800 762,461 315 2,142,732 GENERAL DYNAMICS CORP COM 369550108 49,449 620,901 620,736 165 196,812 55 424,034 GENERAL ELEC CO COM 369604103 175,410 4,376,507 4,336,907 39,600 2,154,111 - 2,222,397 GENERAL GROWTH PROPERTIES INC COM 370021107 776 20,000 20,000 20,000 GENERAL MTRS CORP COM 370442105 22,776 468,638 461,966 6,672 233,527 - 235,111 GENERAL MTRS CORP CL COM 370442832 30,090 1,947,562 1,947,072 490 430,586 205 1,516,771 GENTNER COMMUNICATION COM 37245J105 2,367 141,897 141,897 108,832 0 33,065 GENZYME CORP. COM 372917104 1,883 31,454 31,454 16,815 0 14,639 GETTY IMAGES INC COM 374276AE3 6,991 8,500,000 8,500,000 8,500,000 GILLETTE CO COM 375766102 1,479 44,279 44,279 - 22,200 - 22,079 globalsantafe corp COM g3930e101 27,037 948000 936200 11800 532600 415400 GLOBESPANVIRATA INC COM 37957V106 194 15,000 15,000 15,000 GOLDEN STATE BANCORP INC COM 381197102 785 30,000 30,000 30,000 GRAINGER, W W INC COM 384802104 2,571 53,554 53,554 34,940 0 18,614 GREENSTONE RESOURCES LTD COM 39573WAB0 961 1,000,000 1,000,000 1,000,000 guidant corp COM 401698105 936 18800 18800 18800 HARMONY GOLD MINING CO LTD COM 413216300 1,628 250,000 250,000 250,000 HARTE HANKS INC COM 416196103 8,159 289,631 197,231 92,400 115,615 0 174,016 HARTFORD FINANCIAL SE COM 416515104 16,343 260,117 257,417 2,700 141,637 - 118,480 HARVARD BIOSCIENCE INC COM 416906105 726 73,000 73,000 73,000 HAWAIIAN ELEC INDUSTR COM 419870100 246 6,100 6,100 0 0 6,100 HCA-THE HEALTHCARE CO COM 404119109 25,879 671,495 671,300 195 150,342 70 521,083 HCC INS HLDGS INC COM 404132102 2,196 79,697 79,697 70,798 0 8,899 HEADWATERS INC COM 42210P102 3,610 315,000 315,000 315,000 HEALTH MGMT ASSOC INC COM 421933102 2,880 156,545 156,545 88,559 0 67,986

HEALTHSOUTH CORP COM 421924101 243 16,400 16,400 16,400 heinz h j co COM 423074103 1,036 25200 25200 25200 HELEN OF TROY CORP CO COM G4388N106 1,408 113,450 113,450 98,371 0 15,079 HERMAN MILLER INC COM 600544100 473 20,000 20,000 20,000 hershey foods corp COM 427866108 542 8000 8000 8000 HEWLETT PACKARD CO COM 428236103 789 38,405 38,405 - 26,200 - 12,205 HISPANIC BROADCASTING CORP COM 43357B104 6,059 237,600 237,600 237,600 HNC SOFTWARE INC COM 40425P107 1,954 94,841 94,841 82,308 0 12,533 HOME DEPOT INC COM 437076102 84,279 1,652,214 1,639,014 13,200 816,787 - 835,427 HONEYWELL INTERNATION COM 438516106 3,571 105,578 105,578 118 0 105,460 HOTEL RESERVATIONS NETWORK INC COM 441451101 2,466 53,600 53,600 53,600 household intl inc COM 441815107 39,295 678200 669400 8800 373300 304900 HUDSON UTD BANCORP COM 444165104 11,923 415,424 286,624 128,800 161,634 0 253,790 HUMANA INC COM 444859102 1,205 102,200 102,200 102,200 ICU MED INC COM 44930G107 1,335 29,992 29,992 26,252 0 3,740 IDEC PHARMACEUTICALS COM 449370105 1,865 27,051 27,051 16,440 0 10,611 IGEN INTERNATIONAL INC-DEL COM 449536101 6,236 155,500 155,500 155,500 IMPATH INC COM 45255G101 12,336 277,161 277,161 - 229,156 - 48,005 IMS HEALTH INC COM 449934108 976 50,000 50,000 50,000 INFONET SERVICES CORP COM 45666T106 530 216,200 216,200 216,200 INGERSOLL RAND CO COM 456866102 80,848 1,933,708 1,925,258 8,450 675,078 135 1,258,495 INPUT/OUTPUT INC COM 457652105 8,275 1,007,977 687,577 320,400 413,355 0 594,622 INSPIRE PHARMACEUTICALS INC COM 457733103 2,128 151,000 151,000 151,000 INTEGRA LIFESCIENCES HOLDINGS COM 457985208 1,910 72,500 72,500 72,500 INTEL CORP COM 458140100 80,819 2,569,758 2,543,258 26,500 1,203,857 - 1,365,901 INTERCEPT GROUP INC C COM 45845L107 2,589 63,302 63,302 55,242 0 8,060 INTERNAP NETWORK SVCS COM 45885A102 3,839 3,309,602 2,412,102 897,500 1,146,550 0 2,163,052 INTERNATIONAL BUSINES COM 459200101 104,144 860,983 852,483 8,500 400,384 - 460,599 INTERNATIONAL MULTIFO COM 460043102 3,716 155,500 155,500 0 0 155,500 INTERNATIONAL PAPER C COM 460146103 58,272 1,444,166 1,434,524 9,642 573,797 60 870,309 INTERNEURON PHARMACEUTICALS COM 460573108 17,744 2,225,000 2,225,000 2,225,000 INTERPLAY ENTERTAINMENT CORP COM 460615107 9 20,000 20,000 20,000 INTL RESEARCH DEV INC COM 460263106 0 10,000 10,000 0 0 10,000 INVITROGEN CORP COM 46185R100 6,498 104,931 104,931 78,361 0 26,570 IONICS INC COM 462218108 12,291 409,295 277,695 131,600 164,320 0 244,975 IRSA INVERSIONES Y COM 450047204 131 20,500 20,500 20,500 ISIS PHARMACEUTICALS COM 464330109 1,334 60,110 60,110 0 0 60,110 ISTAR FINANCIAL INC COM 45031U101 1,834 73,500 73,500 73,500 IVAX CORP COM 465823102 5,275 1,212,180 1,212,180 - 1,125,858 - 86,322 IXIA COM 45071R109 168 13,100 13,100 13,100 j p morgan chase & co COM 46625h100 43,517 1,197,171 1,183,671 13,500 562,507 0 634,664 jds uniphase corp COM 46612j101 3,326 383200 377700 5500 206400 176800 jefferson pilot corp COM 475070108 1,097 23700 23700 23700 JOHNSON & JOHNSON COM 478160104 146,162 2,473,133 2,454,665 18,468 987,317 108 1,485,708 JOHNSON CONTROLS COM 478366107 6,364 78,808 78,808 9,745 0 69,064 JONES APPAREL GROUP INC COM 480074103 1,105 33,300 33,300 33,300 JOY GLOBAL INC COM 481165108 5,208 310,000 310,000 310,000 JUNIPER NETWORKS INC COM 48203R104 2,233 117,850 117,850 16,685 0 101,165 K MART CORP COM 482584109 546 100,000 100,000 100,000 kennametal inc COM 489170100 27,875 692200 683600 8600 390100 302100 KEY ENERGY SERVICES INC COM 492914106 2,070 225,000 225,000 225,000 keycorp new COM 493267108 46,022 1890800 1866800 24000 1035700 855100 KEYSPAN CORP COM 49337W100 1,811 52,255 52,255 400 0 51,855

kimberly clark corp COM 494368103 58,562 979,296 965,696 13,600 539,780 - 439,516 KING PHARMACEUTICALS COM 495582108 6,786 161,065 161,065 117,292 0 43,773 KLA-TENCOR CORP COM 482480100 3,008 60,704 60,704 36,716 0 23,988 kraft foods inc COM 50075n104 851 25000 25000 25000 KROGER CO COM 501044101 66,410 3,182,065 3,181,250 815 938,605 315 2,243,145 L-3 COMMUNICATIONS HL COM 502424104 6,306 70,067 70,067 52,046 0 18,021 LA JOLLA PHARMACEUTICAL CO COM 503459109 632 70,700 70,700 70,700 LABORATORY CORP AMER COM 50540R409 2,362 29,216 29,216 17,808 0 11,408 LABORATORY CORP AMER HLDGS COM 50540R409 8,214 101,600 101,600 101,600 LADENBURG THALMANN FINL SVCS COM 50575Q102 45 51,339 51,339 51,339 LAMAR ADVERTISING CO-CL A COM 512815101 1,270 30,000 30,000 30,000 LANDAMERICA FINANCIAL GROUP COM 514936103 1,533 53,400 53,400 53,400 lehman bros hldgs inc COM 524908100 15,551 232800 229700 3100 125300 107500 LIBERTY MEDIA CORP COM 530718105 69,925 4,994,676 4,993,411 1,265 1,409,077 455 3,585,144 LIFEPOINT HOSPS INC COM 53219L109 2,193 64,423 64,423 55,657 0 8,766 LINEAR TECHNOLOGY COR COM 535678106 2,506 64,179 64,179 35,355 0 28,824 LITTLEFUSE INC. COM 537008104 7,584 289,018 196,418 92,600 116,220 0 172,798 LIVENT INC * COM 537902108 0 70,500 70,500 0 0 70,500 LNR PROPERTY CORP COM 501940100 483 15,500 15,500 15,500 LOEWS CORP COM 540424108 510 9,210 9,210 0 0 9,210 lowes cos inc COM 548661107 46,832 1009100 994700 14400 556700 452400 LUCENT TECHNOLOGIES I COM 549463107 12,496 1,983,563 1,958,333 25,230 1,096,296 - 887,267 MAGELLAN HEALTH SERVICES INC COM 559079108 1,818 286,300 286,300 286,300 MAGMA DESIGN AUTOMATION INC COM 559181102 984 32,500 32,500 32,500 MANOR CARE INC COM 564055101 3,277 138,195 138,195 85,884 0 52,311 MAPINFO CORP COM 565105103 306 19,500 19,500 19,500 MARIMBA INC COM 56781Q109 106 31,500 31,500 31,500 MARSH & MCLENNAN COMPANIES INC COM 571748102 11,196 104,200 104,200 - 104,200 - - MATTEL INC COM 577081102 3,300 191,849 191,849 - 143,833 - 48,016 MAXIMUS INC COM 577933104 3,964 94,238 94,238 71,424 0 22,814 MBIA INC COM 55262C100 35,293 658,082 657,902 180 167,089 70 490,923 MBNA CORP COM 55262L100 9,345 265,477 265,477 40,819 0 224,658 mcdonalds corp COM 580135101 1,334 50400 50400 50400 mcgraw hill cos inc COM 580645109 6,548 107,384 107,384 0 30,045 0 77,339 MEDICALOGIC/ MEDSCAPE INC COM 584642102 22 76,800 76,800 76,800 MEDTRONIC INC COM 585055106 26,080 509,274 509,274 - 91,292 - 417,982 MELLON FINL CORP COM 58551A108 1,170 31,095 31,095 - 24,000 - 7,095 MERCK & CO INC COM 589331107 51,280 872,101 862,001 10,100 486,550 - 385,551 MERCURY INTERACTIVE CORP COM 589405109 5,777 170,000 170,000 170,000 MERISTAR HOSPITALITY CORP COM 58984Y103 568 40,000 40,000 40,000 merrill lynch & co inc COM 590188108 37,881 726800 720200 6600 406000 320800 METRO-GOLDWYN- MAYER INC NEW COM 591610100 1,621 74,000 74,000 74,000 METROMEDIA INTL GROUP COM 591695101 50 61,500 61,500 0 0 61,500 METTLER-TOLEDO INTERNATIONAL COM 592688105 726 14,000 14,000 14,000 MICHAELS STORES INC COM 594087108 13,423 407,376 372,076 35,300 273,073 0 134,303 MICRO DIAGNOSTIC CORP COM 594830101 0 10,000 10,000 0 0 10,000 MICROSOFT CORP COM 594918104 139,528 2,106,087 2,084,787 21,300 1,013,280 - 1,092,807 MIDWAY GAMES INC COM 598148104 2,391 159,300 159,300 159,300 MILLER HERMAN INC COM 600544100 9,676 408,971 277,171 131,800 165,060 0 243,911 MILLICOM INTERNATIONAL COM L6388F102 2,261 186,100 186,100 186,100 MILLICOM INTL CELLULAR S A COM 600814AC1 2,640 4,000,000 4,000,000 4,000,000 MINNESOTA MNG & MFG C COM 604059105 1,704 14,411 14,411 - 12,300 - 2,111 mirant corp COM 604675108 280 17495 17495 17495

MOBILE MINI INC COM 60740F105 2,936 75,050 75,050 65,680 0 9,370 MODTECH HLDGS INC COM COM 60783C100 83 10,000 10,000 0 0 10,000 MOHAWK INDS INC COM 608190104 1,232 22,445 22,445 13,170 0 9,275 MONDAVI ROBERT CORP. COM 609200100 7,159 188,400 125,200 63,200 78,755 0 109,645 MORGAN STANLEY DEAN W COM 617446448 69,773 1,247,290 1,246,970 320 289,452 125 957,713 MOTOROLA INC COM 620076109 46,089 3,068,515 3,067,850 665 997,891 205 2,070,419 MULTIMEDIA GAMES INC COM 625453105 866 22,800 22,800 22,800 NABORS INDS INC COM 629568106 2,494 72,643 72,643 4,925 0 67,718 NAHC INC COM 62874P107 0 45,000 45,000 0 0 45,000 NATIONAL COMMERCE FIN COM 63545P104 2,607 103,053 103,053 65,413 0 37,640 NBTY INC COM 628782104 7,020 600,000 600,000 600,000 NETIQ CORP COM 64115P102 12,341 350,000 350,000 350,000 NETWORKS ASSOCIATES INC COM 640938106 2,585 100,000 100,000 100,000 NEW YORK CMNTY BANCOR COM 649445103 2,355 102,953 102,953 89,653 0 13,300 NEWELL RUBBERMAID INC COM 651229106 3,519 127,622 127,622 0 0 127,622 NEWMONT MINING CORP COM 651639106 5,173 270,700 270,700 270,700 NEXTEL COMMUNICATIONS INC-CL A COM 65332V103 3,947 360,100 360,100 360,100 nike inc COM 654106103 579 10300 10300 10300 NMT MEDICAL INC COM 629294109 1,293 153,000 153,000 153,000 NOKIA (AB) OYJ COM X61873133 306 12,000 12,000 0 0 12,000 NOKIA CORP CLASS A FOREIGN 654902204 939 38,269 38,269 4,200 0 34,069 NORFOLK SOUTHN CORP COM 655844108 2,120 115,659 115,659 72,295 0 43,364 nortel networks corp new COM 656568102 5,902 791100 791100 437700 353400 NORTH FORK BANCORP IN COM 659424105 4,717 147,450 147,450 100,943 0 46,507 NORTHROP CORP COM 666807102 57,310 568,499 568,307 192 129,516 57 438,926 NTL COMMUNICATIONS CORP COM 62941AAA7 2,755 8,000,000 8,000,000 8,000,000 NTL DEL INC COM 62940TAA7 797 7,500,000 7,500,000 7,500,000 NTL INC COM 629407AL1 1,076 13,352,100 13,352,100 13,352,100 NU SKIN ENTERPRISES I COM 67018T105 7,220 825,175 521,175 304,000 376,765 0 448,410 NUCOR CORP COM 670346105 5,084 96,000 96,000 96,000 NUI HLDG CO. COM 629431107 8,192 345,665 239,055 106,610 133,365 0 212,300 NUMERICAL TECHNOLOGIE COM 67053T101 850 24,150 24,150 - 22,810 - 1,340 NVIDIA CORP COM 67066G104 1,286 19,225 19,225 11,450 0 7,775 O2MICRO INTERNATIONAL LTD COM G6797E106 6,614 275,000 275,000 275,000 OCEAN ENERGY INC COM 67481E106 12,848 669,179 457,779 211,400 260,400 0 408,779 OCWEN FINL CORP COM 675746101 9,553 1,126,575 765,875 360,700 448,225 0 678,350 OIL CO LUKOIL- SPONSORED ADR COM 677862104 2,940 60,000 60,000 60,000 OM GROUP INC COM 670872100 2,671 40,350 40,350 35,678 0 4,672 OMI CORP NEW COM Y6476W104 676 169,900 169,900 169,900 OMNICARE INC COM 681904108 26,291 1,056,724 860,224 196,500 630,417 - 426,307 OMNICARE INC CONV 5.0 CONVERT 681904AD0 696 750,000 750,000 750,000 0 0 OMNICELL INC COM 68213N109 1,086 122,000 122,000 122,000 OMNICOM GROUP COM 681919106 314 3,518 3,518 3,000 0 518 OPTIMAL ROBOTICS CORP-CL A COM 68388R208 358 10,100 10,100 10,100 oracle corp COM 68389x105 27,717 2,007,049 1,988,949 18,100 839,979 0 1,167,070 owens ill inc COM 690768403 20,184 2020400 2020400 1069500 950900 packaging corp amer COM 695156109 36,483 2010100 1984300 25800 1116100 894000 PACTIV CORP. COM 695257105 1,933 108,925 108,925 71,910 0 37,015 PALM HARBOR HOMES INC COM 696639103 338 14,100 14,100 14,100 PARKER DRILLING COM 701081101 5,750 1,558,170 1,055,370 502,800 629,050 0 929,120 parker hannifin corp COM 701094104 28,689 624900 617000 7900 348300 276600 PARKPLACE ENTERTAINMENT CORP COM 700690100 2,109 230,000 230,000 230,000

PARTNERRE LTD COM G6852T105 7,560 140,000 140,000 140,000 PARTY CITY CORP COM 702145103 113 15,000 15,000 15,000 PATTERSON DENTAL CO COM 703412106 7,351 179,598 179,598 141,700 0 37,898 PAYCHEX INC COM 704326107 3,215 92,263 92,263 58,738 0 33,525 PEDIATRIX MED GROUP COM 705324101 2,362 69,621 69,621 60,182 0 9,439 PEOPLESOFT INC COM 712713106 2,979 74,116 74,116 41,734 0 32,382 PEP BOYS-MANNY MOE & JACK COM 713278109 1,715 100,000 100,000 100,000 PEPSICO INC COM 713448108 108,037 2,218,872 2,215,002 3,870 583,680 170 1,635,022 PEREGRINE SYS INC COM 71366Q101 7,206 485,876 485,876 - 468,852 - 17,024 PERFORMANCE FOOD GROU COM 713755106 5,347 152,022 152,022 132,894 0 19,128 PETSMART INC COM 716768106 1,968 200,000 200,000 200,000 PFIZER INC COM 717081103 211,873 5,316,752 5,280,953 35,799 2,181,775 149 3,134,829 PHARMACEUTICAL PRODUC COM 717124101 4,526 140,095 140,095 103,205 0 36,890 PHARMACIA CORP COM 71713U102 6,653 156,002 156,002 19,818 0 136,184 PHELPS DODGE CORP COM 717265102 3,732 115,200 115,200 115,200 PHILADELPHIA CONS HLD COM 717528103 3,105 82,344 82,344 71,153 0 11,191 PHILIP MORRIS COMPANI COM 718154107 41,912 914,115 906,715 7,400 430,818 - 483,297 PHILLIPS PETROLEUM CO COM 718507106 209 3,463 3,463 0 0 3,463 PIER 1 IMPORTS INC SH COM 720279108 5,599 322,916 217,516 105,400 131,515 0 191,401 PLANAR SYS INC COM 726900103 1,705 80,806 80,806 70,576 0 10,230 PLANTRONICS INC NEW COM 727493108 4,142 161,540 161,540 17,960 0 143,580 pnc finl svcs group inc COM 693475105 1,309 23300 23300 23300 POLAROID CORP COM 731095105 1 12,500 12,500 5,500 0 7,000 POPE & TALBOT INC COM 732827100 2,964 208,005 114,805 93,200 105,700 0 102,305 PRAECIS PHARMACEUTICALS INC COM 739421105 4,365 750,000 750,000 750,000 PRANA BIOTECHNOLOGY LTD COM Q7739U108 506 1,000,000 1,000,000 1,000,000 PRAXAIR INC COM 74005P104 97,962 1,773,061 1,772,607 454 588,779 169 1,184,113 PREDICTIVE SYSTEMS INC COM 74036W102 796 406,000 406,000 406,000 PRIMIX SOLUTIONS INC COM 741620108 21 139,300 139,300 139,300 procter & gamble co COM 742718109 49,876 630300 622600 7700 351100 279200 PROGENICS PHARMACEUTICALS INC COM 743187106 462 25,000 25,000 25,000 PROVINCE HEALTHCARE CO COM 743977100 9,721 315,000 315,000 315,000 PT BANK INDONESIA(FOR FOREIGN 6077592 0 108,000 108,000 0 0 108,000 QUALCOMM INC COM 747525103 1,808 35,793 35,793 - 10,695 - 25,098 QUANTA SVCS INC COM 74762E102 9,456 612,840 417,340 195,500 244,875 0 367,965 QUOVADX INC COM 74913K106 778 85,000 85,000 85,000 QWEST COMMUNICATIONS COM 749121109 2,714 192,100 192,100 192,100 RADIAN GROUP INC COM 750236101 4,123 96,000 96,000 96,000 RADIO ONE INC COM 75040P405 3,602 200,000 200,000 200,000 radioshack corp COM 750438103 17,031 565800 556400 9400 318300 247500 RARE HOSPITALITY INTL COM 753820109 8,564 379,935 247,435 132,500 169,345 0 210,590 RATEXCHANGE CORP COM 754091106 370 500,000 500,000 500,000 RAYOVAC CORP COM 755081106 7,991 454,015 310,515 143,500 179,740 0 274,275 RECKSON ASSOCS RLTY CORP COM 75621K304 380 14,900 14,900 14,900 REGENERATION TECHNOLOGIES INC COM 75886N100 7,681 753,800 753,800 753,800 REGENERON PHARMACEUTICALS INC COM 75886F107 2,816 100,000 100,000 100,000 REINSURANCE GROUP OF AMERICA COM 759351109 3,994 120,000 120,000 120,000 RESORTQUEST INTERNATIONAL INC COM 761183102 241 50,600 50,600 50,600 RESTORATION HARDWARE INC DEL COM 760981100 2,906 325,000 325,000 325,000 RETEK INC COM 76128Q109 2,512 84,111 84,111 73,571 0 10,540 RITE AID CORP COM 767754AH7 1,610 2,000,000 2,000,000 2,000,000 RITE AID CORP SR DEBS-BOOK COM 767754AD6 2,085 3,000,000 3,000,000 3,000,000 ROPER INDUSTRIES INC NEW COM 776696106 282 5,700 5,700 5,700

ROSLYN BANCORP INC COM 778162107 433 24,750 24,750 0 0 24,750 royal caribbean cruises COM v7780t103 10,572 652600 644600 8000 379300 273300 RUBY TUESDAY INC COM 781182100 371 18,000 18,000 18,000 S&P 400 MID- CAP DR COM 595635103 247 2,664 2,664 1,300 0 1,364 S&P 500 DR COM 78462F103 1,987 17,385 17,385 12,020 0 5,365 SANGSTAT MEDICAL CORP COM 801003104 373 19,000 19,000 19,000 SBC COMMUNICATIONS COM 78387G103 104,303 2,662,831 2,649,371 13,460 937,277 130 1,725,424 SCHERING PLOUGH CORP COM 806605101 18,955 529,314 522,614 6,700 269,400 - 259,914 SCHLUMBERGER LTD COM 806857108 114,923 2,091,412 2,083,362 8,050 741,639 130 1,349,643 SCIOS INC COM 808905103 687 28,900 28,900 28,900 SCP POOL CORP COM 784028102 2,352 85,690 85,690 74,680 0 11,010 SEATTLE GENETICS INC COM 812578102 384 67,400 67,400 67,400 SELECT MED CORP COM 816196AC3 1,960 1,060,000 1,060,000 1,060,000 SERVICEMASTER CO (THE) COM 81760N109 276 20,000 20,000 20,000 siebel sys inc COM 826170102 8,741 312400 308100 4300 169000 143400 SIX FLAGS INC COM 83001P109 1,200 78,000 78,000 78,000 SKILLSOFT CORP. COM 83066P101 2,753 106,209 106,209 92,175 0 14,034 SMITH & WOLLENSKY RESTAURANT COM 831758107 229 60,000 60,000 60,000 SNAP ON TOOLS CORP COM 833034101 8,582 254,965 173,465 81,500 102,165 0 152,800 SOLECTRON CORP COM 834182107 31,653 2,806,088 2,779,588 26,500 1,227,605 - 1,578,483 SONIC CORP. COM 835451105 3,185 88,484 88,484 62,985 0 25,499 SONUS NETWORKS INC COM 835916107 139 30,000 30,000 30,000 SOUNDVIEW TECHNOLOGY GROUP INC COM 83611Q109 52 22,500 22,500 22,500 southern co COM 842587107 1,115 44000 44000 44000 SOUTHERN PAC PETE N L COM 843581307 446 858,055 760,255 97,800 97,800 0 760,255 SOUTHWEST BANCORPORAT COM 84476R109 3,904 128,973 128,973 111,942 0 17,031 SPRINT CORP PCS GROUP SER 1 COM 852061506 256 10,500 10,500 10,500 ST JUDE MEDICAL INC COM 790849103 3,636 46,828 46,828 32,142 0 14,686 STAAR SURGICAL CO NEW COM 852312305 497 129,200 129,200 129,200 STAPLES INC COM 855030102 5,737 306,796 306,796 87,965 0 218,831 STARWOOD HOTELS & RESORTS COM 85590A203 316 10,600 10,600 10,600 STATEN IS BANCORP INC COM 857550107 2,788 170,933 170,933 135,793 0 35,140 STATION CASINOS INC COM 857689103 916 81,900 81,900 81,900 steelcase inc COM 858155203 528 35900 35900 35900 STERICYCLE INC COM 858912108 4,397 72,222 72,222 52,743 0 19,479 STEWART & STEVENSON S COM 860342104 6,741 358,354 241,854 116,500 146,020 0 212,334 STEWART ENTERPRISES INC-CL A COM 860370105 308 51,500 51,500 51,500 STOLT NIELSEN SA ADR COM COM 861565109 1,403 90,000 90,000 90,000 STOLT OFFSHORE S A ADR COM COM 861567105 496 55,100 55,100 55,100 sun microsystems inc COM 866810104 16,360 1330100 1306100 24000 751100 579000 SUNCOR ENERGY INC COM 867229106 7,586 230,300 230,300 230,300 SUNGARD DATA SYSTEMS INC COM 867363103 1,447 50,000 50,000 50,000 SUNRISE ASSISTED LIVING INC COM 86768K106 1,193 765,000 765,000 765,000 SURGUTNEFTEGAZ JSC COM 868861204 2,737 175,000 175,000 175,000 SYKES ENTERPRISES INC COM 871237103 126 13,500 13,500 0 0 13,500 SYMBOL TECHNOLOGIES INC COM 871508107 813 51,200 51,200 51,200 SYNCOR INTERNATIONAL CORP-DEL COM 87157J106 510 17,800 17,800 17,800 SYNOPSYS INC COM 871607107 72,546 1,228,135 1,227,789 346 329,716 123 898,296 TAIWAN SEMICONDUCTOR MFG CO COM 874039100 3,434 200,000 200,000 200,000 TALX CORP COM COM 874918105 1,333 53,382 53,382 46,258 0 7,124 TANOX INC COM 87588Q109 2,611 141,100 141,100 141,100 target corp COM 87612e106 5,777 140,738 140,738 0 46,538 0 94,200 TCF FINL CORP COM 872275102 4,029 83,977 83,977 56,445 0 27,532 TEAM INC COM COM 878155100 68 10,000 10,000 0 0 10,000

TECHNE CORP COM 878377100 2,332 63,283 63,283 55,402 0 7,881 TECHNOLOGY FLAVORS & COM 87869A104 24 20,000 20,000 20,000 0 0 TEEKAY SHIPPING CORP COM Y8564W103 349 10,000 10,000 10,000 TELEFONOS DE MEXICO A FOREIGN 879403780 575 16,415 16,415 0 0 16,415 TELEPHONE & DATA SYS COM 879433100 2,439 27,174 27,174 18,718 0 8,456 TELETECH HOLDINGS INC COM 879939106 1,678 117,100 117,100 117,100 TELIGENT INC CL A COM 87959Y103 0 21,000 21,000 0 0 21,000 TENET HEALTHCARE CORP COM 88033G100 126,187 2,148,961 2,140,626 8,335 846,553 100 1,302,308 TENNANT CO COM 880345103 557 15,000 15,000 0 0 15,000 TERADYNE INC COM 880770102 29,703 985,500 971,000 14,500 470,400 - 515,100 TESCO CORP COM 88157K101 8,023 963,200 963,200 963,200 TETRA TECH INC NEW COM 88162G103 4,765 239,307 239,307 208,429 0 30,878 TEVA PHARMACEUTICAL I FOREIGN 881624209 383 6,211 6,211 600 0 5,611 TEXAS BIOTECHNOLOGY CORP COM 88221T104 2,895 445,400 445,400 445,400 texas instrs inc COM 882508104 30,587 1092400 1077400 15000 619100 473300 TICKETMASTER COM 88633P203 1,619 98,800 98,800 98,800 TIDEWATER INC COM 886423102 3,967 117,022 117,022 29,500 0 87,522 TIFFANY & CO NEW COM 886547108 315 10,000 10,000 10,000 TIVO INC COM 888706108 989 151,000 151,000 151,000 TJX COMPANIES INC COM 872540109 89,077 2,234,749 2,234,149 600 541,666 225 1,692,858 TOPPS CO INC COM 890786106 372 30,600 30,600 30,600 TRAFFIX INC COM 892721101 993 137,000 137,000 137,000 TRANSKARYOTIC THERAPIES INC COM 893735100 12,412 290,000 290,000 290,000 TRAVELOCITY COM INC COM 893953109 2,789 97,145 97,145 85,863 0 11,282 TRIAD HOSPITAL INC COM 89579K109 5,206 177,372 177,372 0 164,066 0 13,306 tribune co new COM 896047107 981 26200 26200 26200 TRIMERIS INC COM 896263100 2,257 50,200 50,200 50,200 TRIZEC HAHN CORP-SUB VTG COM 896938107 314 20,000 20,000 20,000 TRIZETTO GROUP INC COM 896882107 2,129 162,300 162,300 162,300 TXU CORP COM 873168108 12,477 264,624 264,624 46,030 0 218,594 TYCO INTERNATIONAL LTD COM 902124106 75,664 1,284,621 1,273,621 11,000 549,850 - 734,771 U S BANCORP COM 902973304 48,462 2,315,411 2,289,166 26,245 1,115,806 0 1,199,605 ULTRATECH STEPPER INC COM 904034105 5,716 345,995 234,095 111,900 138,880 0 207,115 UNIFIED ENERGY SYSTEMS OF COM 904688108 3,461 220,000 220,000 220,000 unilever n v COM 904784709 1,111 19285 19285 19285 UNION PAC CORP COM 907818108 7,615 133,592 133,592 15,047 0 118,545 UNITED INTL HLDGS INC COM 910734AE2 1,450 5,000,000 5,000,000 5,000,000 UNITED NAT FOODS INC COM 911163103 2,164 86,557 86,557 75,550 0 11,007 UNITED PAN-EUROPE COMM COM 911300BF7 544 6,800,000 6,800,000 6,800,000 UNITED STATES STEEL C COM 912909108 55,878 3,085,485 3,084,492 993 668,246 363 2,416,876 UNITED STATIONERS INC COM 913004107 12,539 372,621 254,121 118,500 148,290 0 224,331 UNITED SURGICAL PARTNERS COM 91301MAA4 493 513,373 513,373 513,373 UNITED SURGICAL PARTNERS INTL COM 913016309 1,529 72,300 72,300 72,300 UNITED TECHNOLOGIES C COM 913017109 9,326 144,302 140,508 3,794 21,383 - 122,919 UNITEDGLOBALCOM COM 913247508 1,114 222,800 222,800 222,800 UNITEDHEALTH GROUP IN COM 91324P102 6,452 91,173 91,173 - 32,885 - 58,288 UNIVERSAL HEALTH SERVICES INC COM 913903100 3,080 72,000 72,000 72,000 unocal corp COM 915289102 66,957 1,856,300 1,831,400 24,900 1,019,600 - 836,700 URS CORP NEW COM 903236107 2,030 74,073 74,073 64,583 0 9,490 US ONCOLOGY INC COM 90338W103 1,073 142,300 142,300 142,300 USA NETWORKS INC COM 902984103 40,905 1,497,820 1,497,441 379 529,666 129 968,025 UST INC COM 902911106 6,624 189,249 189,249 34,370 0 154,879 USX-U S STEEL GROUP COM 90337T101 13,916 768,400 768,400 768,400

VALSPAR CORP COM 920355104 4,752 120,000 120,000 120,000 VARIAN MED SYS INC COM 92220P105 19,972 280,270 280,270 89,406 0 190,864 VECTOR GROUP LTD COM 92240M108 3,439 104,700 104,700 104,700 VENTAS INC COM 92276F100 8,032 698,400 698,400 698,400 VERITAS DGC INC COM 92343P107 3,929 212,389 144,089 68,300 85,140 0 127,249 VERITAS SOFTWARE CO COM 923436109 35,341 788,435 781,435 7,000 567,719 - 220,716 VERIZON COMMUNICATION COM 92343V104 132,445 2,790,672 2,772,283 18,389 1,111,251 145 1,679,276 VERSICOR INC COM 925314106 1,628 80,000 80,000 80,000 viacom inc COM 925524308 94,305 2,136,009 2,125,544 10,465 755,729 130 1,380,150 VIACOM INC-CL A COM 925524100 774 17,500 17,500 17,500 VIGNETTE CORP COM 926734104 537 100,000 100,000 100,000 VIROLOGIC INC COM 92823R201 145 49,900 49,900 49,900 VISX INC-DEL COM 92844S105 1,334 100,700 100,700 100,700 VITAL SIGNS INC COM 928469105 5,688 162,985 108,225 54,760 68,670 0 94,315 VODAFONE GROUP PLC FOREIGN 92857W100 38,483 1,498,563 1,498,234 329 327,680 169 1,170,714 wachovia corp 2nd new COM 929903102 34,073 1086500 1077000 9500 602900 483600 WAL MART STORES INC COM 931142103 114,020 1,981,233 1,967,233 14,000 963,043 - 1,018,190 washington mut inc COM 939322103 1,984 60,675 60,675 - 60,675 - - WATERS CORP COM 941848103 1,238 31,941 31,941 23,105 0 8,836 WEATHERFORD INTERNATI COM 947074100 2,781 74,627 74,627 48,146 0 26,481 WEBSTER FINL CORP WAT COM 947890109 9,876 313,226 211,626 101,600 124,860 0 188,366 wells fargo & co new COM 949746101 13,894 319,628 319,628 0 80,664 0 238,964 WELLSFORD REAL PROPERTIES INC COM 950240200 363 18,900 18,900 18,900 WESTAMERICA BANCORP COM 957090103 3,615 91,357 91,357 80,048 0 11,309 WHIRLPOOL CORP COM 963320106 6,791 92,610 92,610 0 0 92,610 WILD OATS MKTS INC COM 96808B107 8,887 894,999 588,099 306,900 390,150 0 504,849 WILLAMETTE INDUSTRIES INC COM 969133107 1,042 20,000 20,000 20,000 WILLIAMS CO COM 969457100 5,964 233,717 233,717 0 0 233,717 WILLIAMS COMMUNICATIO COM 969455104 434 184,651 184,651 0 0 184,650 WILLIAMS ENERGY PARTN COM 969491109 318 7,600 7,600 0 0 7,600 WILSON GREATBATCH TEC COM 972232102 2,871 79,530 79,530 59,167 0 20,363 WORLDCOM INC COM 98157D106 21,546 1,530,254 1,508,754 21,500 843,225 - 687,029 WTS INTERNATIONAL TEL COM XX5N72430 0 39,660 39,660 10,720 0 28,940 XL CAPITAL LTD COM G98255105 98,067 1,073,418 1,073,140 278 345,135 108 728,175 YUKOS CORP COM 98849W108 1,960 25,000 25,000 25,000 ZIMMER HOLDINGS INC COM 98956P102 974 31,900 31,900 31,900 ZOLL MED CORP COM 989922109 11,724 301,085 203,175 97,910 120,740 0 180,345 TOTAL 8,680,065 835,122,307 326,293,320 8,828,987 202,640,249 7,272 132,474,788

FURMAN SELZ CAPITAL MANAGEMENT LLC/NY 13F-HR