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, 2000
Check here if Amendment [x]; Amendment Number:2
This Amendment (Check only one.): [x] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Mitchell A. Danaher
Title: Assistant Comptroller
Phone: (203) 373-3563
13F File Number: 28-01502
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: Mitchell A. Danaher
Title: Assistant Comptroller
Phone: (203) 373-3563
Signature, Place, and Date of Signing:
Mitchell A. Danaher Fairfield, CT 06431 March 9, 2001
------------------- ------------- ----- -----------------
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: 01
Form 13F Information Table Entry Total: 383
Form 13F Information Table Value Total: $1358683
(thousands)
List of Other Included Managers:
No. Form 13F File Number Name
-- -------------------- ----
01 Employers Reinsurance Corporation
FROM 13F INFORMATION TABLE
TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER ----VOTING AUTHORITY----
NAME OF ISSUER CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE
BANK OF BERMUDA COM G07644100 306 7650 SH SOLE 7650
GLOBALSTAR COM G3930H104 2492 2749760 SH SOLE 2749760
IPC HOLDINGS LTD COM G4933P101 3019 148043 SH SOLE 148043
PRECISE SOFTWARE COM M41450103 22063 891448 SH SOLE 891448
VIRYANET COM M97540104 4209 1642584 SH SOLE 1642584
TEEKAY SHIPPING COM Y8564W103 748 20000 SH SOLE 20000
AFLAC INC COM 001055102 504 7000 SH SOLE 7000
ACCRUE SOFTWARE COM 00437W102 1511 604432 SH SOLE 604432
AC NIELSEN CORP COM 004833109 1467 40462 SH SOLE 40462
ACXIOM CORPORATION COM 005125109 5531 138600 SH SOLE 138600
ADVANCED LIGHTING TECH. COM 00753C102 9471 1429590 SH SOLE 1429590
ADVANCED RADIO COM 00754U101 1289 1250000 SH SOLE 1250000
AETNA INC COM 00817Y108 1553 38000 SH SOLE 38000
AKAMAI COM 00971T101 10115 480219 SH SOLE 480219
ALBERTSON'S INC COM 013104104 5788 224800 SH SOLE 224800
ALCOA INC COM 013817101 485 14000 SH SOLE 14000
ALLEGIANCE TELECOM INC COM 01747T102 332 15418 SH SOLE 15418
ALLERGAN INC COM 018490102 4776 48700 SH SOLE 48700
ALLSTATE CORP COM 020002101 2324 53500 SH SOLE 53500
AMAZON.COM, INC COM 023135106 2179 125400 SH SOLE 125400
AMERICA ONLINE INC COM 02364J104 5823 165200 SH SOLE 165200
AMERICAN EXPRESS COM 025816109 1053 19500 SH SOLE 19500
AMERICAN HOME PRODUCTS CORP COM 026609107 2569 40000 SH SOLE 40000
AMERICAN INDUSTRIAL PROPERTIES REIT COM 026791202 357 29167 SH SOLE 29167
AMERICAN INTL GROUP COM 026874107 3660 36949 SH SOLE 36949
AMKOR COM 031652100 7365 474713 SH SOLE 474713
ANALOG DEVICES INC COM 032654105 1485 27500 SH SOLE 27500
ANDRX CORP COM 034553107 768 13800 SH SOLE 13800
ANHEUSER-BUSCH COS INC COM 035229103 3172 70000 SH SOLE 70000
AON CORP COM 037389103 1035 30000 SH SOLE 30000
AIMCO CL A 03748R101 2333 46728 SH SOLE 46728
APPLIED MATERIALS COM 038222105 670 17000 SH SOLE 17000
ARGONAUT TECHNOLOGIES COM 040175101 323 37975 SH SOLE 37975
AT HOME CORP. COM 045919107 107 19498 SH SOLE 19498
AT&T LATIN AMERICA COM 04649A106 2430 883809 SH SOLE 883809
ATMEL CORP COM 049513104 1283 103700 SH SOLE 103700
AUTOBYTEL COM 05275N106 4766 1906501 SH SOLE 1906501
AVERY DENNISON CORP COM 053611109 682 12500 SH SOLE 12500
AVON PRODUCTS INC COM 054303102 1983 40000 SH SOLE 40000
AXCELIS TECHNOLOGIES INC COM 054540109 205 26000 SH SOLE 26000
BJ SERVICES CO COM 055482103 1671 23700 SH SOLE 23700
BJ WHOLESALE CLUB COM 05548J106 3155 80900 SH SOLE 80900
BAKER HUGHES INCORPORATED COM 057224107 478 13900 SH SOLE 13900
BANK OF AMERICA CORP COM 060505104 2266 48408 SH SOLE 48408
BANK ONE CORP COM 06423A103 6587 175100 SH SOLE 175100
BARR LABORATORIES COM 068306109 886 11800 SH SOLE 11800
BAXTER INTERNATIONAL INC COM 071813109 1108 12500 SH SOLE 12500
BEACON POWER COM 073677106 14286 1428571 SH SOLE 1428571
BERKSHIRE HATWY COM 084670108 2718 39 SH SOLE 39
BOEING CO COM 097023105 1505 23000 SH SOLE 23000
BOWATER INC COM 102183100 1404 24000 SH SOLE 24000
BREAKAWAY COM 106372105 1077 1231222 SH SOLE 1231222
BRISTOL-MYERS SQUIBB CO COM 110122108 1209 16500 SH SOLE 16500
BROCADE COMMUNICATIONS SYS COM 111621108 2985 21713 SH SOLE 21713
BULL RUN COM 120182100 5938 3452538 SH SOLE 3452538
BURLINGTON NORTHERN SANTA FE COM 12189T104 1507 53000 SH SOLE 53000
BURLINGTON RESOURCES COM 122014103 890 17000 SH SOLE 17000
CNET COM 12613R104 52019 3251200 SH SOLE 3251200
CVS CORP COM 126650100 1079 18000 SH SOLE 18000
CABLETRON SYSTEMS COM 126920107 2852 184000 SH SOLE 184000
CALPINE CORPORATION COM 131347106 1825 39100 SH SOLE 39100
CATALINA MARKETING CORPORATION COM 148867104 717 18300 SH SOLE 18300
CATERPILLAR INC COM 149123101 435 12400 SH SOLE 12400
CENTILLIUM COM 152319109 11125 500000 SH SOLE 500000
CHASE MANHATTAN CORP NEW COM 16161A108 6290 134000 SH SOLE 134000
CHOICE ONE COM 17038P104 2464 264602 SH SOLE 264602
CHUBB CORP COM 171232101 1010 11500 SH SOLE 11500
CISCO SYSTEMS COM 17275R102 1075 27522 SH SOLE 27522
CINTAS CORP COM 172908105 2675 50530 SH SOLE 50530
CITIGROUP INC COM 172967101 9276 181000 SH SOLE 181000
COASTAL CORP COM 190441105 1186 13200 SH SOLE 13200
COBALT GROUP COM 19074Q103 511 454545 SH SOLE 454545
COCA-COLA COMPANY COM 191216100 725 12000 SH SOLE 12000
COMMERCE ONE COM 200693109 789 31174 SH SOLE 31174
COMVERSE TECHNOLOGY INC COM 205862402 2563 22400 SH SOLE 22400
CONOCO INC COM 208251306 1065 36500 SH SOLE 36500
CONVERGYS CORP COM 212485106 2605 57400 SH SOLE 57400
COOLSAVINGS.COM COM 216485102 687 686766 SH SOLE 686766
COOPER CAMERON CORP COM 216640102 1672 24700 SH SOLE 24700
CORSAIR COM 220406102 2924 410355 SH SOLE 410355
CROWN CASTLE INTL CORP COM 228227104 868 32900 SH SOLE 32900
CUSEEME NETWORKS COM 231629906 173 162761 SH SOLE 162761
CUSEEME NETWORKS COM 231629906 162 162761 SH SOLE 162761
CYBERSOURCE COM 23251J106 3144 1323802 SH SOLE 1323802
DANAHER CORP COM 235851102 1497 21800 SH SOLE 21800
DARDEN TESTAURANTS INC COM 237194105 1143 49700 SH SOLE 49700
DELL COMPUTER CORP COM 247025109 2529 141000 SH SOLE 141000
DELPHI AUTOMOTIVE SYSTEMS COM 247126105 444 39500 SH SOLE 39500
DEVON ENERGY COM 25179M103 3298 53700 SH SOLE 53700
DIGITAL ISLAND COM 25385N101 4568 1125135 SH SOLE 1125135
DIGITAL THINK COM 25388M100 26230 1537281 SH SOLE 1537281
DOCENT INC. COM 25608L106 4654 531915 SH SOLE 531915
DOLLAR TREE STORES INC COM 256747106 549 22650 SH SOLE 22650
DOMINION RESOURCES COM 25746U109 2678 40000 SH SOLE 40000
DOVER CORP COM 260003108 1460 37500 SH SOLE 37500
DUPONT E I DE NEMOURS & CO COM 263534109 694 14505 SH SOLE 14505
DUKE ENERGY CORP COM 264399106 2746 32000 SH SOLE 32000
EMC CORP COM 268648102 1200 17500 SH SOLE 17500
E-STAMP COM 269154100 36 193986 SH SOLE 193986
EASTMAN KODAK COM 277461109 4581 114000 SH SOLE 114000
EATON CORP COM 278058102 1944 26000 SH SOLE 26000
ECOLAB INC COM 278865100 2422 54200 SH SOLE 54200
EL PASO ENERGY CORP COM 283905107 2122 29000 SH SOLE 29000
ELECTRON ARTS INC COM 285512109 316 7100 SH SOLE 7100
EMCORE COM 290846104 17261 367256 SH SOLE 367256
EMERSON ELECTRIC CO COM 291011104 3744 47500 SH SOLE 47500
EMULEX CORP NEW COM 292475209 1023 12000 SH SOLE 12000
ENRON CORP COM 293561106 1566 18500 SH SOLE 18500
ENTERCOM COMM COM 293639100 303 8800 SH SOLE 8800
EVOKE COMMUNICATIONS COM 30048Q202 2917 1666667 SH SOLE 1666667
EXXON MOBIL CORP COM 30231G102 4995 57500 SH SOLE 57500
FAMILY DOLLAR STORES COM 307000109 2433 112500 SH SOLE 112500
FDX CORP COM 31428X106 886 18900 SH SOLE 18900
FINISAR CORP COM 31787A101 1198 42300 SH SOLE 42300
FIRST DATA CORP COM 319963104 1487 27500 SH SOLE 27500
FIRSERV INC COM 337738108 3478 68950 SH SOLE 68950
FLAG COM 33832H107 11349 1763024 SH SOLE 1763024
FLEET BOSTON FINANCIAL CORP COM 339030108 4907 128300 SH SOLE 128300
FOREST LABOARATORIES COM 345838106 1979 14700 SH SOLE 14700
GANNETT CO COM 364730101 627 10000 SH SOLE 10000
GATEWAY INC COM 367626108 3806 201500 SH SOLE 201500
GENERAL DYNAMICS COM 369550108 1421 18500 SH SOLE 18500
GENERAL MOTORS CORP COM 370442105 2527 49800 SH SOLE 49800
GILEAD SCIENCES INC COM 375558103 1769 21800 SH SOLE 21800
GILETTE COMPANY COM 375766102 453 13000 SH SOLE 13000
GLOBAL MARINE INC COM 379352404 2602 90300 SH SOLE 90300
GLOBESPAN COM 379571102 1220 44373 SH SOLE 44373
GOLDMAN SACHS GROUP INC COM 38141G104 696 6500 SH SOLE 6500
GREENPOINT FINANCIAL CORP COM 395384100 2506 61500 SH SOLE 61500
HEALTH & REHABILITATION COM 40426W101 219 34000 SH SOLE 34000
HARLEY-DAVIDSON INC COM 412822108 1772 42700 SH SOLE 42700
HARFORD FINANCIAL SVC CORP COM 416515104 969 13500 SH SOLE 13500
HEALTHSOUTH CORPORATION CVT BOND 421924AF8 21305 25250000 PRN SOLE 25250000
HEARTPORT, INC. COM 421969106 68 43204 SH SOLE 43204
HEALTHGATE DATA COM 42222H106 470 2506456 SH SOLE 2506456
HEALTHSTREAM COM 42222N103 428 428238 SH SOLE 428238
HEINZ CO COM 423074103 1619 34000 SH SOLE 34000
HEWLETT PACKARD CO COM 428236103 1298 40000 SH SOLE 40000
HOMELAND HOLDING COM 43739T104 280 223795 SH SOLE 223795
HOMESTORE COM INC COM 437852106 5641 280300 SH SOLE 280300
HOOVER'S INC COM 439321100 489 206045 SH SOLE 206045
IDEC PHARMACEUTIALS CORP COM 449370105 846 4300 SH SOLE 4300
IXL ENTERPRISES INC COM 450718101 2982 2982496 SH SOLE 2982496
IBEAM COM 45073P101 1135 1068340 SH SOLE 1068340
IDEXX LABORATORIES INC COM 45168D104 890 36700 SH SOLE 36700
IMPROVENET COM 45321E106 487 1298701 SH SOLE 1298701
INCO LTD CVT BOND 453258AH8 544 600000 PRN SOLE 600000
INFORMATICA CORP COM 45666Q102 599 6342 SH SOLE 6342
INHALE THERAPEUTIC SYSTEMS INC COM 457191104 1193 23400 SH SOLE 23400
INTEL CORP COM 458140100 2475 80000 SH SOLE 80000
INTERNATIONL BUSINESS MACHINES COM 459200101 4646 54500 SH SOLE 54500
INTL GAME TECHNOLOGY COM 459902102 621 12900 SH SOLE 12900
INTERNATIONAL PAPER CO COM 460146103 912 21488 SH SOLE 21488
INTERNET CAPITAL GROUP COM 46059C106 25255 7696681 SH SOLE 7696681
IPIX COM 46059S101 1451 1498172 SH SOLE 1498172
INTERNET SECURITY SYSTEMS COM 46060X107 683 8100 SH SOLE 8100
INTERPUBLIC GROUP COM 460690100 889 21000 SH SOLE 21000
INTUIT INC COM 461202103 1775 43300 SH SOLE 43300
INVESTMENT TECH GROUP COM 46145F105 972 23700 SH SOLE 23700
INVESTORS FINANCIAL SVCS COM 461915100 2142 23300 SH SOLE 23300
I3 MOBILE, INC COM 465713105 5050 1262549 SH SOLE 1262549
IVAX CORP COM 465823102 1891 50900 SH SOLE 50900
I-VILLAGE COM 46588H105 1965 1853698 SH SOLE 1853698
JAZZTEL COM 47214R152 8411 782387 SH SOLE 782387
KEYNOTE COM 493308100 15421 1086969 SH SOLE 1086969
KRISPY KREME DOUGHNUTS INC COM 501014104 223 2700 SH SOLE 2700
LABORATORY CRP OF AMER COM 50540R409 792 4400 SH SOLE 4400
LAMAR ADVERTISING COM 512815101 700 18300 SH SOLE 18300
ESTEE LAUDER CO COM 518439104 391 9000 SH SOLE 9000
LAUNCH MEDIA COM 518567102 1224 784313 SH SOLE 784313
LEGG MASON INC COM 524901105 1827 32800 SH SOLE 32800
LENDING TREE COM 52602Q105 3156 1530202 SH SOLE 1530202
LEXAR MEDIA COM 52886P104 2715 2895752 SH SOLE 2895752
LEXMARK INTL GROUP INC COM 529771107 4525 102400 SH SOLE 102400
LILLY & CO COM 532457108 1649 18000 SH SOLE 18000
LIVEPERSON COM 538146101 1678 1578946 SH SOLE 1578946
LODGIAN COM 54021P106 52 15672 SH SOLE 15672
LOUDEYE COM 545754103 466 392465 SH SOLE 392465
LOWES CO INC COM 548661107 888 20800 SH SOLE 20800
LUCENT TECHNOLOGIES INC COM 549463107 164 12500 SH SOLE 12500
M&T BANK CORPORATION COM 55261F104 3194 46970 SH SOLE 46970
MBNA CORP COM 55262L100 2289 62500 SH SOLE 62500
MACROVISION CORP COM 555904101 767 10200 SH SOLE 10200
MAGNA INTERNATIONAL COM 559222401 539 12000 SH SOLE 12000
MAIL.COM CL A 560311102 518 720000 SH SOLE 720000
MAINSPRING COM 56062U100 2083 666667 SH SOLE 666667
MANDALAY RESORT GROUP COM 562567107 3301 152200 SH SOLE 152200
MSGI COM 570907105 5120 4311220 SH SOLE 4311220
MARSH & MCLENNAN CO COM 571748102 2053 17500 SH SOLE 17500
MARTIN MARIETTA MATERIALS COM 573284106 691 16440 SH SOLE 16440
MATRIXONE COM 57685P304 8184 450000 SH SOLE 450000
MCDONALD'S CORPORATION COM 580135101 1287 38000 SH SOLE 38000
MCKESSON HBOC INC COM 58155Q103 4267 119700 SH SOLE 119700
MCLEOD INC COM 582266102 1060 73100 SH SOLE 73100
MEDICALOGIC COM 584642102 79 34174 SH SOLE 34174
MEDIMMUNE INC COM 584699102 2551 52000 SH SOLE 52000
MERCK & CO COM 589331107 3790 40000 SH SOLE 40000
MICROSOFT CORPORATION COM 594918104 3020 58500 SH SOLE 58500
MICROMUSE INC COM 595094103 673 10600 SH SOLE 10600
MIDCOAST ENERGY RESOURCES COM 59563W104 269 12383 SH SOLE 12383
MILLENNIUM PHARMACEUTICALS COM 599902103 2290 35100 SH SOLE 35100
MINNESOTA MINING COM 604059105 1341 11000 SH SOLE 11000
MOODY'S CORP COM 615369105 1361 53100 SH SOLE 53100
MORGAN STANLEY DEAN WITTER COM 617446448 1040 13108 SH SOLE 13108
MURPHY OIL CORP COM 626717102 1792 28900 SH SOLE 28900
NABORS INDUSTRIES INC COM 629568106 2127 35700 SH SOLE 35700
NATL COMMERCE BANCORPORATION COM 635449101 1740 70300 SH SOLE 70300
NATIONAL DATA CORP. COM 635621105 2671 72957 SH SOLE 72957
NATIONAL OILWELL INC COM 637071101 79527 2157300 SH SOLE 2157300
NATIONWIDE FINANCIAL SER COM 638612101 669 14000 SH SOLE 14000
NEOFORMA COM 640475109 1430 1760563 SH SOLE 1760563
NET2PHONE COM 64108N106 10394 1408336 SH SOLE 1408336
NEWMONT MINING COM 651639106 439 25000 SH SOLE 25000
NEXTEL COMM COM 65332V103 4154 170000 SH SOLE 170000
NEXTEL PARTNERS INC. CL A 65333F107 44623 2732862 SH SOLE 2732862
NOBLE DRILLING CORP COM 655042109 2145 47600 SH SOLE 47600
NORTEL NETWORKS CORP COM 656568102 10836 337987 SH SOLE 337987
NORTH FORK BANCORPORATION COM 659424105 1464 58700 SH SOLE 58700
OLD REPUBLIC INTL COM 680223104 797 24900 SH SOLE 24900
ONCOMMAND COM 682160106 8082 923617 SH SOLE 923617
ONCOMMAND WT 682160122 371 296598 SH SOLE 296598
ONVIA COM 68338T106 3619 4289000 SH SOLE 4289000
OPENWAVE SYSTEMS INC COM 683718100 371 7600 SH SOLE 7600
PMC SIERRA INC COM 69344F106 312 1722 SH SOLE 1722
PNC BANK CORP COM 693475105 2588 34500 SH SOLE 34500
PARADYNE COM 69911G107 43 23817 SH SOLE 23817
PEGASUS COMM CORP COM 705904100 1994 77436 SH SOLE 77436
PEPSICO INC COM 713448108 1414 29000 SH SOLE 29000
PEREGRINE SYSTEMS INC COM 71366Q101 1423 71600 SH SOLE 71600
PERKINELMER INC COM 714046109 3702 34000 SH SOLE 34000
PHARMOR WT 717113112 8 82290 SH SOLE 82290
PHARMOR COM 717113203 52 59250 SH SOLE 59250
PHARMACIA CORP COM 71713U102 2502 41055 SH SOLE 41055
PHILIP MORRIS COS INC COM 718154107 2130 51500 SH SOLE 51500
PILOT NETWORKS COM 721596104 103 126250 SH SOLE 126250
POLYCOM INC COM 73172K104 1030 31400 SH SOLE 31400
PRIMEDIA INC COM 74157K101 495 43500 SH SOLE 43500
PROCTER & GAMBLE COM 742718109 811 10500 SH SOLE 10500
PROMOTIONS.COM COM 74341U106 57 166667 SH SOLE 166667
PROXICOM COM 744282104 2439 590672 SH SOLE 590672
PSI NET, INC. COM 74437C101 1000 1067670 SH SOLE 1067670
PUMA COM 745887109 283 68104 SH SOLE 68104
QLOGIC CORP COM 747277101 441 5200 SH SOLE 5200
QUEST DIAGNOSTICS COM 74834L100 1574 11000 SH SOLE 11000
QUINTUS COM 748798105 1691 569509 SH SOLE 569509
QWEST COMMUNICATONS INTL COM 749121109 1220 30263 SH SOLE 30263
ROCHESTER G & E COM 74956K104 443 15000 SH SOLE 15000
RADIOLOGIX COM 75040K109 2083 416667 SH SOLE 416667
RADIO ONE INC COM 75040P108 176 17600 SH SOLE 17600
RADIO ONE INC COM 75040P405 236 23000 SH SOLE 23000
RATIONAL SOFTWARE CORPORATION COM 75409P202 3027 68700 SH SOLE 68700
REDBACK NETWORKS COM 757209101 211 4400 SH SOLE 4400
REGENT COMMUNICATIONS COM 758865109 6533 1099998 SH SOLE 1099998
REPUBLIC SERVICES INC COM 760759100 6896 414800 SH SOLE 414800
RETEK INC COM 76128Q109 993 36200 SH SOLE 36200
SBC COMMUNICATIONS INC COM 78387G103 3393 72000 SH SOLE 72000
SALTON INC COM 795757103 1560 83000 SH SOLE 83000
SANDISK CORP COM 80004C101 666 22900 SH SOLE 22900
SARA LEE CORP COM 803111103 1708 69000 SH SOLE 69000
SCHLUMBERGER LTD COM 806857108 2443 30000 SH SOLE 30000
SCIQUEST COM 80908Q107 879 669895 SH SOLE 669895
SEPRACOR INC COM 817315104 1802 24000 SH SOLE 24000
SIEBEL COM 826170102 45449 672069 SH SOLE 672069
SMITH INTERNATIONAL INC COM 832110100 2136 27900 SH SOLE 27900
SMTC CORP. COM 832682108 2721 199785 SH SOLE 199785
SOUTHERN ENERGY INC COM 842816100 1142 39200 SH SOLE 39200
SPANISH BROADCASTING SYS COM 846425882 157 29873 SH SOLE 29873
SPEECHWORKS COM 84764M101 24968 508906 SH SOLE 508906
STARBUCKS CORP COM 855244109 1061 23900 SH SOLE 23900
STARMEDIA COM 855546107 2507 1326212 SH SOLE 1326212
STEEL DYNAMICS COM 858119100 46333 4310000 SH SOLE 4310000
STRYKER CORP COM 863667101 1665 33300 SH SOLE 33300
SUN INC CVT BOND 866762AG2 429 500000 PRN SOLE 500000
SUNGARD DATA SYSTEMS INC COM 867363103 3442 69100 SH SOLE 69100
SUPERIOR ENERGY SERVICES COM 868157108 21836 1898826 SH SOLE 1898826
SYBASE INC COM 871130100 2634 130900 SH SOLE 130900
SYMANTEC CORP COM 871503108 2993 84900 SH SOLE 84900
SYMBOL TECHNOLOGIES INC COM 871508107 3236 88050 SH SOLE 88050
SYNOPSYS INC COM 871607107 1313 27000 SH SOLE 27000
TMP WORLDWIDE INC COM 872941109 592 11000 SH SOLE 11000
TALK.COM INC COM 874264104 538 374100 SH SOLE 374100
TARGET CORP COM 87612E106 1856 58000 SH SOLE 58000
TELECOMMUNICATIONS SYSTEMS COM 87929J103 5759 1706485 SH SOLE 1706485
TELECORP CL A 879300101 36142 1615274 SH SOLE 1615274
TELEPHONE AND DATA SYSTEMS COM 879433100 1509 17300 SH SOLE 17300
TELESCAN COM 879516102 2471 2331348 SH SOLE 2331348
TELOCITY COM 87971D103 15458 7729007 SH SOLE 7729007
TELLABS INC COM 879664100 475 8500 SH SOLE 8500
TEXACO INC COM 881694103 1021 16422 SH SOLE 16422
TEXAS INSTRUMENTS COM 882508104 474 9658 SH SOLE 9658
THESTREET.COM COM 88368Q103 92 32069 SH SOLE 32069
TIFFANY & CO COM 886547108 2063 64600 SH SOLE 64600
TIVO COM 888706108 5448 1013513 SH SOLE 1013513
TOSCO CORP COM 891490302 1584 46500 SH SOLE 46500
TOYS "R" US INC COM 892335100 3762 209000 SH SOLE 209000
TRIGON HEALTHCARE INC COM 89618L100 2362 30600 SH SOLE 30600
UTI ENERGY CORP COM 903387108 2157 68900 SH SOLE 68900
UNION CARBIDE CORP HLDG CO COM 905581104 466 8500 SH SOLE 8500
UNISYS CORP COM 909214108 681 44500 SH SOLE 44500
UNITED TECHNOLOGIES CORP COM 913017109 1574 20000 SH SOLE 20000
UNITEDHEALTH GROUP INC COM 91324P102 4631 74100 SH SOLE 74100
UNIVISION COMM COM 914906102 1956 48300 SH SOLE 48300
VALUEVISION CL A 92047K107 134818 10674418 SH SOLE 10674418
VERIZON COMM COM 92343V104 2104 43000 SH SOLE 43000
VERSATA COM 925298101 1607 179856 SH SOLE 179856
VIASOURCE COM 92553W107 2596 1458000 SH SOLE 1458000
VIGNETTE CORP COM 926734104 680 35000 SH SOLE 35000
VIRTUALFUND.COM COM 92825A909 235 410256 SH SOLE 410256
VITESSE SEMICONDUCTOR CORP COM 928497106 1930 33500 SH SOLE 33500
WALMART STORES INC COM 931142103 1509 28500 SH SOLE 28500
WASHINGTON MUTUAL INC COM 939322103 7621 140000 SH SOLE 140000
WASTE MANAGEMENTS COM 94106L109 3903 139700 SH SOLE 139700
WATERS CORPORATION COM 941848103 2716 32800 SH SOLE 32800
WEBMETHODS INC COM 94768C108 589 6300 SH SOLE 6300
WELLPOINT HEALTH NETWORKS COM 94973H108 4993 42400 SH SOLE 42400
WELLS FARGO CO COM 949746101 558 10000 SH SOLE 10000
WESTVACO CORP COM 961548104 1247 42000 SH SOLE 42000
WINK COM 974168106 4538 756250 SH SOLE 756250
WORLD WRESTLING FEDERATION COM 98156Q108 36923 2307693 SH SOLE 2307693
WORLDCOM INC COM 98157D106 418 30000 SH SOLE 30000
ZINDART COM 989597109 111 64683 SH SOLE 64683
ZIONS BANCORPORATION COM 989701107 2656 42800 SH SOLE 42800
ACE LTD COM G0070K103 296 8000 SH SOLE 01 8000
AMR CORPORATION COM 001765106 684 19000 SH SOLE 01 19000
ALLSTATE CORPORATION COM 020002101 688 16800 SH SOLE 01 16800
ANALOG DEVICES COM 032654105 559 11000 SH SOLE 01 11000
AUTOMATIC DATA PROCESSING INC COM 053015103 495 8400 SH SOLE 01 8400
AVON PRODUCTS INC COM 054303102 577 13000 SH SOLE 01 13000
BANK ONE CORP COM 06423A103 349 10000 SH SOLE 01 10000
BELLSOUTH CORPORATION COM 079860102 266 6500 SH SOLE 01 6500
BOEING CO COM 097023105 572 8800 SH SOLE 01 8800
BOWATER INC COM 102183100 643 11800 SH SOLE 01 11800
BRISTOL MYERS SQUIBB COMPANY COM 110122108 479 6700 SH SOLE 01 6700
CHUBB CORPORATION COM 171232101 306 3700 SH SOLE 01 3700
CLOROX COM 189054109 422 13600 SH SOLE 01 13600
COMCAST CORPORATION CL A 200300200 527 14500 SH SOLE 01 14500
COMPAQ COMPUTER CORP COM 204493100 387 25000 SH SOLE 01 25000
CONTINENTAL AIRLINES INC CL B 210795308 605 12650 SH SOLE 01 12650
DANIELSON HOLDING CORP COM 236274106 68 17489 SH SOLE 01 17489
DELTA AIR LINES INC COM 247361108 618 13200 SH SOLE 01 13200
DOVER CORPORATION COM 260003108 590 16000 SH SOLE 01 16000
EL PASO ENERGY CORP COM 283905107 5956 89222 SH SOLE 01 89222
ERICSSON COM 294821400 217 20500 SH SOLE 01 20500
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