UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2000 Check here if Amendment [ X ]; Amendment Number: 1 This Amendment (Check only one): [X] is a restatement [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Intel Corporation 2200 Mission College Boulevard Santa Clara, CA 95052-8119 Form 13F File Number: 28-5160 Person Signing this Report on Behalf of Reporting Manager: Arvind Sodhani, Vice President and Treasurer (408) 765-1240 --------------------------------------------------------------- ATTENTION--Intentional misstatements or omissions of facts constitute Federal Criminal Violations. See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a) --------------------------------------------------------------- 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. Signature, Place and Date of Signing: /S/Arvind Sodhani Santa Clara, California October 3, 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 manager(s).) Form 13F SUMMARY PAGE REPORTING MANAGER: INTEL CORPORATION Report Summary: Number of Other Included Managers: -2- Form 13F Information Table Entry Total: 611 Form 13F Information Table Value Total: $9, 048,548 *Confidential Treatment Requested: Confidential information has been omitted from this Form 13F and filed separately with the Commission. 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. 1. MORGAN STANLEY DEAN WITTER & CO., File No: 28-3432 2. HEWLETT PACKARD & CO. INC., File No: 28-2187 3/31/00 FORM 13F INFORMATION TABLE REPORTING MANAGER: INTEL CORPORATION
ITEM 4: ITEM 5: FAIR SHARES ITEM 8: ITEM 2: ITEM 3: MARKET OR ITEM 6: VOTING AUTHORITY ITEM 1: TITLE OF CUSIP VALUE PRINCIPAL SH/ INVESTMENT ITEM 7: (A) (B) (C) NAME OF ISSUER CLASS NUMBER (000) AMOUNT PRN DISCRETION MANAGERS SOLE SHARED NONE 3COM CORP COM 885535104 4,294 77,200 SH SOLE 77,200 3DLABS INC LTD ORD G8846W103 1,473 218,163 SH SOLE 218,163 ABBOTT LABS COM 002824100 12,127 344,634 SH SOLE 344,634 ACTIVE SOFTWARE INC COM 00504E100 46,772 735,294 SH SOLE 735,294 ADAPTEC INC COM 00651F108 889 23,000 SH SOLE 23,000 ADC TELECOMMUNICATIONS INC COM 000886101 3,621 67,200 SH SOLE 67,200 ADOBE SYS INC COM 00724F101 2,995 26,900 SH SOLE 26,900 ADVANCED MICRO DEVICES INC COM 007903107 1,882 32,979 SH SOLE 32,979 AES CORP COM 00130H105 3,639 46,200 SH SOLE 46,200 AETNA INC COM 008117103 1,856 33,345 SH SOLE 33,345 AFLAC INC COM 001055102 2,720 59,700 SH SOLE 59,700 AGENCY.COM LTD COM 008447104 4,003 150,000 SH SOLE 150,000 AIR PRODS & CHEMS INC COM 009158106 1,462 51,400 SH SOLE 51,400 ALBERTO CULVER CO CL B CONV 013068101 298 12,500 SH SOLE 12,500 ALBERTSONS INC COM 013104104 2,942 94,941 SH SOLE 94,941 ALCAN ALUMINUM LTD NEW COM 013716105 1,667 49,149 SH SOLE 49,149 ALCOA INC COM 013817101 5,775 82,200 SH SOLE 82,200 ALLEGHENY TECHNOLOGIES INC COM 01741R102 422 20,964 SH SOLE 20,964 ALLERGAN INC COM 018490102 1,475 29,500 SH SOLE 29,500 ALLIED WASTE INDS INC COM PAR 019589308 278 42,300 SH SOLE 42,300 $.01 NEW ALLSTATE CORP COM 020002101 4,300 180,560 SH SOLE 180,560 ALLTEL CORP COM 020039103 4,442 70,400 SH SOLE 70,400 ALZA CORP COM 022615108 861 22,900 SH SOLE 22,900 AMERADA HESS CORP COM 023551104 1,312 20,300 SH SOLE 20,300 AMEREN CORP COM 023608102 952 30,750 SH SOLE 30,750 AMERICA ONLINE INC COM 02364J104 34,701 515,748 SH SOLE 515,748 AMERICAN ELEC PWR INC COM 025537101 1,298 43,500 SH SOLE 43,500 AMERICAN EXPRESS CO COM 025816109 14,958 100,428 SH SOLE 100,428 AMERICAN GEN CORP COM 026351106 3,112 55,438 SH SOLE 55,438 AMERICAN GREETINGS CORP CL A 026375105 264 14,445 SH SOLE 14,445 AMERICAN HOME PRODS CORP COM 026609107 15,704 292,736 SH SOLE 292,736 AMERICAN INTL GROUP INC COM 026874107 38,009 347,113 SH SOLE 347,113 AMGEN INC COM 031162100 14,056 229,000 SH SOLE 229,000 AMR CORP COM 001765106 1,059 33,200 SH SOLE 33,200 AMSOUTH BANCORPORATION COM 032165102 1,309 87,600 SH SOLE 87,600 ANADARKO PETE CORP COM 032511107 1,103 28,500 SH SOLE 28,500 ANALOG DEVICES INC COM 032654105 6,300 78,200 SH SOLE 78,200 ANCOR COMMUNICATIONS INC COM 03332K108 11,515 280,000 SH SOLE 280,000 ANDREW CORP COM 034425108 420 18,325 SH SOLE 18,325 FAIR MARKET VALUE (page): 256,265 ANHEUSER BUSCH COS INC COM 035229103 6,493 104,300 SH SOLE 104,300 AON CORP COM 037389103 1,854 57,490 SH SOLE 57,490 APACHE CORP COM 037411105 1,274 25,600 SH SOLE 25,600 APPLE COMPUTER INC COM 037833100 4,904 36,100 SH SOLE 36,100 APPLIED MATERIALS INC COM 038222105 18,855 200,044 SH SOLE 200,044 ARCH COAL INC COM 039380100 24 3,397 SH SOLE 3,397 ARCHER DANIELS MIDLAND CO COM 039483102 1,414 136,340 SH SOLE 136,340 ARIBA TECHNOLOGIES INC COM 04033V104 254,726 1,215,152 SH SOLE 1,215,152 ARMSTRONG WORLD INDS INC COM 042476101 161 9,000 SH SOLE 9,000 ASHLAND INC COM 044204105 538 16,100 SH SOLE 16,100 ASIAINFO HOLDINGS INC COM 04518A104 159,141 2,630,425 SH DEFINED 2,630,425 ASSOCIATES FIRST CAP CORP CL A 046008108 3,499 163,246 SH SOLE 163,246 AT HOME CORP COM SER A 045919107 9,223 280,000 SH SOLE 280,000 AT&T CORP COM 001957109 40,297 716,267 SH SOLE 716,267 ATLANTIC RICHFIELD CO COM 048825103 6,146 72,300 SH SOLE 72,300 AUDIBLE INC COM 05069A104 9,188 918,750 SH SOLE 918,750 AUTODESK INC COM 052769106 10,309 226,550 SH SOLE 226,550 AUTOMATIC DATA PROCESSING INC COM 053015103 6,770 140,302 SH SOLE 140,302 AUTOZONE INC COM 053332102 894 32,200 SH SOLE 32,200 AVERY DENNISON CORP COM 053611109 1,545 25,300 SH SOLE 25,300 AVID TECHNOLOGY INC COM 05367P100 14,347 802,632 SH SOLE 802,632 AVON PRODS INC COM 054303102 1,580 54,314 SH SOLE 54,314 BACKWEB TECHNOLOGIES LTD COM M15633106 17,437 507,247 SH SOLE 507,247 BAKER HUGHES INC COM 057224107 2,230 73,730 SH SOLE 73,730 BALL CORP COM 058498106 236 6,800 SH SOLE 6,800 BANK NEW YORK INC COM 064057102 6,863 165,104 SH SOLE 165,104 BANK OF AMERICA CORP COM 060505104 20,072 382,763 SH SOLE 382,763 BANK ONE CORP COM 06423A103 8,844 257,138 SH SOLE 257,138 BARD C R INC COM 067383109 446 11,500 SH SOLE 11,500 BARRICK GOLD CORP COM 067901108 1,387 88,400 SH SOLE 88,400 BAUSCH & LOMB INC COM 071707103 679 13,000 SH SOLE 13,000 BAXTER INTL INC COM 071813109 4,092 65,270 SH SOLE 65,270 BB&T CORP COM 054937107 2,186 77,900 SH SOLE 77,900 BE INC COM 073309106 23,173 1,538,462 SH SOLE 1,538,462 BEAR STEARNS COS INC COM 073902108 1,213 26,561 SH SOLE 26,561 BECTON DICKINSON & CO COM 075887109 1,479 56,200 SH SOLE 56,200 BED BATH & BEYOND INC COM 075896100 1,237 31,400 SH SOLE 31,400 BELL ATLANTIC CORP COM 077853109 21,279 348,108 SH SOLE 348,108 BELLSOUTH CORP COM 079860102 19,824 421,944 SH SOLE 421,944 BEMIS INC COM 081437105 432 11,700 SH SOLE 11,700 FAIR MARKET VALUE (page): 686,291 BEST BUY INC COM 086516101 3,948 45,900 SH SOLE 45,900 BESTFOODS COM 08658U101 2,931 62,600 SH SOLE 62,600 BETHLEHEM STL CORP COM 087509105 176 29,343 SH SOLE 29,343 BIOGEN INC COM 090597105 2,355 33,700 SH SOLE 33,700 BIOMET INC COM 090613100 921 25,300 SH SOLE 25,300 BLACK & DECKER CORP COM 091797100 729 19,400 SH SOLE 19,400 BLOCK H & R INC COM 093671105 985 22,000 SH SOLE 22,000 BMC SOFTWARE INC COM 055921100 2,681 54,300 SH SOLE 54,300 BOEING CO COM 097023105 7,860 207,261 SH SOLE 207,261 BOISE CASCADE CORP COM 097383103 447 12,855 SH SOLE 12,855 BOSTON SCIENTIFIC CORP COM 101137107 1,983 93,004 SH SOLE 93,004 BREAKAWAY SOLUTIONS INC COM 106372105 56,021 1,231,222 SH SOLE 1,231,222 BRIGGS & STRATTON CORP COM 109043109 210 5,100 SH SOLE 5,100 BRISTOL MYERS SQUIBB CO COM 110122108 25,697 444,684 SH SOLE 444,684 BROADBASE SOFTWARE COM 11130R100 28,791 361,011 SH SOLE 361,011 BROWN FORMAN CORP CL B 115637209 834 15,300 SH SOLE 15,300 BRUNSWICK CORP COM 117043109 391 20,600 SH SOLE 20,600 BURLINGTON NORTHN SANTA FE COM 12189T104 2,277 102,473 SH SOLE 102,473 BURLINGTON RES INC COM 122014103 1,806 48,780 SH SOLE 48,780 CABLETRON SYS INC COM 126920107 1,188 40,500 SH SOLE 40,500 CAMPBELL SOUP CO COM 134429109 2,949 95,900 SH SOLE 95,900 CAPITAL ONE FINL CORP COM 14040H105 2,120 44,200 SH SOLE 44,200 CARDINAL HEALTH INC COM 14149Y108 2,886 62,900 SH SOLE 62,900 CARNIVAL CORP COM 143658102 3,432 138,300 SH SOLE 138,300 CAROLINA PWR & LT CO COM 144141108 1,161 35,776 SH SOLE 35,776 CATERPILLAR INC DEL COM 149123101 3,145 79,744 SH SOLE 79,744 CBS CORP COM 12490K107 9,681 170,962 SH SOLE 170,962 CENDANT CORP COM 151313103 2,946 159,236 SH SOLE 159,236 CENTEX CORP COM 152312104 317 13,300 SH SOLE 13,300 CENTRAL & SOUTH WEST CORP COM 152357109 814 47,621 SH SOLE 47,621 CENTURYTEL INC COM 156700106 1,163 31,300 SH SOLE 31,300 CERIDIAN CORP COM 15677T106 623 32,452 SH SOLE 32,452 CHAMPION INTL CORP COM 158525105 1,145 21,500 SH SOLE 21,500 CHASE MANHATTAN CORP NEW COM 16161A108 16,124 184,928 SH SOLE 184,928 CHEVRON CORP COM 166751107 13,598 147,100 SH SOLE 147,100 CHUBB CORP COM 171232101 2,661 39,377 SH SOLE 39,377 CIGNA CORP COM 125509109 3,114 41,100 SH SOLE 41,100 CINCINNATI FINL CORP COM 172062101 1,381 36,700 SH SOLE 36,700 CINERGY CORP COM 172474108 768 35,700 SH SOLE 35,700 CIRCUIT CITY GROUP COM 172737108 2,777 45,600 SH SOLE 45,600 FAIR MARKET VALUE (page): 215,036 CISCO SYS INC COM 17275R102 133,033 1,720,709 SH SOLE 1,720,709 CISCO SYS INC COM 17275R102 4,527 58,552 SH OTHER** 1 58,552 CISCO SYS INC COM 17275R102 15,374 198,860 SH OTHER** 198,860 CITIGROUP INC COM 172967101 44,890 755,790 SH SOLE 755,790 CITRIX SYS INC COM 177376100 2,663 40,200 SH SOLE 40,200 CLARENT CORP COM 180461105 137,063 1,519,756 SH SOLE 1,519,756 CLEAR CHANNEL COMMUNICATIONS COM 184502102 5,243 75,900 SH SOLE 75,900 CLOROX CO COM 189054109 1,727 53,000 SH SOLE 53,000 CMGI INC COM 125750109 456,603 4,029,588 SH SOLE 4,029,588 CMS ENERGY CORP COM 125896100 472 26,000 SH SOLE 26,000 CNET INC COM 12613R104 20,473 403,910 SH SOLE 403,910 COASTAL CORP COM 190441105 2,199 47,800 SH SOLE 47,800 COCA COLA CO COM 191216100 25,985 553,604 SH SOLE 553,604 COCA COLA ENTERPRISES INC COM 191219104 2,056 95,300 SH SOLE 95,300 COLGATE PALMOLIVE CO COM 194162103 7,363 130,600 SH SOLE 130,600 COLUMBIA ENERGY GROUP COM 197648108 1,075 18,124 SH SOLE 18,124 COLUMBIA/HCA HEALTHCARE CORP COM 197677107 3,196 126,250 SH SOLE 126,250 COMCAST CORP CL A SPL 200300200 8,520 196,400 SH SOLE 196,400 COMERICA INC COM 200340107 1,469 35,067 SH SOLE 35,067 COMPAQ COMPUTER CORP COM 204493100 10,162 380,900 SH SOLE 380,900 COMPUTER ASSOC INTL INC COM 204912109 7,158 120,925 SH SOLE 120,925 COMPUTER SCIENCES CORP COM 205363104 2,952 37,300 SH SOLE 37,300 COMPUWARE CORP COM 205638109 1,691 80,300 SH SOLE 80,300 COMVERSE TECHNOLOGY INC COM PAR 205862402 3,233 17,100 SH SOLE 17,100 $0.01 CONAGRA INC COM 205887102 2,000 110,314 SH SOLE 110,314 CONEXANT SYSTEMS INC COM 207142100 56,659 798,008 SH DEFINED 798,008 CONEXANT SYSTEMS INC COM 207142100 3,167 44,600 SH SOLE 44,600 CONOCO INC CL B 208251405 3,598 140,400 SH SOLE 140,400 CONSECO INC COM 208464107 839 73,345 SH SOLE 73,345 CONSOLIDATED EDISON INC COM 209115104 1,440 49,600 SH SOLE 49,600 CONSOLIDATED STORES CORP COM 210149100 283 24,800 SH SOLE 24,800 CONSTELLATION ENGY GRP INC COM 210371100 1,071 33,600 SH SOLE 33,600 COOPER INDS INC COM 216669101 739 21,100 SH SOLE 21,100 COOPER TIRE & RUBR CO COM 216831107 214 17,000 SH SOLE 17,000 COORS ADOLPH CO CL B 217016104 398 8,300 SH SOLE 8,300 COPPER MOUNTAIN NETWORKS INC COM 217510106 46,597 568,690 SH SOLE 568,690 CORNING INC COM 219350105 11,873 61,200 SH SOLE 61,200 COSTCO WHSL CORP NEW COM 22160K105 5,230 99,500 SH SOLE 99,500 COUNTRYWIDE CR INDS INC COM 222372104 693 25,400 SH SOLE 25,400 FAIR MARKET VALUE (page): 1,033,928 COVAD COMMUNICATIONS GROUP INC COM 222814204 268,920 5,563,863 SH SOLE 5,563,863 CRANE CO COM 224399105 349 14,800 SH SOLE 14,800 CRITICAL PATH INC COM 22674V100 15,004 176,512 SH SOLE 176,512 CROSSROADS SYSTEMS INC COM 22765D100 152,412 1,476,147 SH SOLE 1,476,147 CROWN CORK & SEAL INC COM 228255105 441 27,553 SH SOLE 27,553 CSX CORP COM 126408103 1,150 48,900 SH SOLE 48,900 CUMMINS ENGINE INC COM 231021106 346 9,200 SH SOLE 9,200 CVS CORP COM 126650100 3,298 87,800 SH SOLE 87,800 CYBERGOLD INC COM 23246N105 4,393 408,666 SH SOLE 408,666 DANA CORP COM 235811106 1,038 36,810 SH SOLE 36,810 DANAHER CORP COM 235851102 1,628 31,900 SH SOLE 31,900 DARDEN RESTAURANTS INC COM 237194105 524 29,400 SH SOLE 29,400 DEERE & CO COM 244199105 1,992 52,400 SH SOLE 52,400 DELL COMPUTER CORP COM 247025109 30,767 570,400 SH SOLE 570,400 DELPHI AUTOMOTIVE SYS CORP COM 247126105 2,028 126,675 SH SOLE 126,675 DELTA AIR LINES INC DEL COM 247361108 1,582 29,700 SH SOLE 29,700 DELUXE CORP COM 248019101 438 16,500 SH SOLE 16,500 DIGITALTHINK INC COM 25388M100 52,521 1,333,334 SH SOLE 1,333,334 DILLARDS INC CL A 254067101 395 24,000 SH SOLE 24,000 DISNEY WALT CO COM 254687106 19,130 462,542 SH SOLE 462,542 DOLLAR GEN CORP COM 256669102 1,600 59,550 SH SOLE 59,550 DOMINION RES INC VA NEW COM 25746U109 2,098 54,584 SH SOLE 54,584 DONNELLEY R R & SONS CO COM 257867101 593 28,300 SH SOLE 28,300 DOVER CORP COM 260003108 2,184 45,600 SH SOLE 45,600 DOW CHEM CO COM 260543103 5,602 49,143 SH SOLE 49,143 DOW JONES & CO INC COM 260561105 1,436 20,000 SH SOLE 20,000 DTE ENERGY CO COM 233331107 944 32,500 SH SOLE 32,500 DU PONT E I DE NEMOURS & CO COM 263534109 12,386 234,194 SH SOLE 234,194 DUKE ENERGY CORP COM 264399106 4,305 81,997 SH SOLE 81,997 DUN & BRADSTREET CORP DEL COM 26483B106 1,031 36,000 SH SOLE 36,000 EASTERN ENTERPRISES COM 27637F100 363 6,050 SH SOLE 6,050 EASTMAN CHEM CO COM 277432100 799 17,546 SH SOLE 17,546 EASTMAN KODAK CO COM 277461109 3,842 70,731 SH SOLE 70,731 EATON CORP COM 278058102 1,287 16,500 SH SOLE 16,500 ECHOSTAR COMMUNICATIONS CORP CL A 278762109 6,159 77,968 SH SOLE 77,968 ECOLAB INC COM 278865100 1,064 29,000 SH SOLE 29,000 EDISON INTL COM 281020107 1,289 77,800 SH SOLE 77,800 EL PASO ENERGY CORP DEL COM 283905107 2,068 51,200 SH SOLE 51,200 ELECTRONIC DATA SYS NEW COM 285661104 6,772 105,500 SH SOLE 105,500 EMC CORP MASS COM 268648102 28,546 228,103 SH SOLE 228,103 FAIR MARKET VALUE (page): 642,724 EMERSON ELEC CO COM 291011104 5,149 97,300 SH SOLE 97,300 ENGAGE TECHNOLOGIES INC COM 292827102 1,192 15,616 SH SOLE 15,616 ENGELHARD CORP COM 292845104 427 28,200 SH SOLE 28,200 ENRON CORP COM 293561106 12,016 160,472 SH SOLE 160,472 ENTERGY CORP NEW COM 29364G103 1,117 55,300 SH SOLE 55,300 EQUIFAX INC COM 294429105 801 31,700 SH SOLE 31,700 ESOFT INC COM 296904105 12,167 666,666 SH SOLE 666,666 ETOYS INC COM 297862104 66,932 7,568,300 SH SOLE 7,568,300 EVANS & SUTHERLAND COMPUTER CP COM 299096107 25 2,258 SH SOLE 2,258 EXCELON CORP COM 300691102 1,607 142,857 SH SOLE 142,857 EXXON MOBIL CORP COM 30231G102 60,254 774,159 SH SOLE 774,159 FEDERAL HOME LN MTG CORP COM 313400301 6,886 155,832 SH SOLE 155,832 FEDERAL NATL MTG ASSN COM 313586109 12,969 229,700 SH SOLE 229,700 FEDERATED DEPT STORES INC DEL COM 31410H101 1,971 47,102 SH SOLE 47,102 FEDEX CORP COM 31428X106 2,598 66,640 SH SOLE 66,640 FIFTH THIRD BANCORP COM 316773100 4,359 69,177 SH SOLE 69,177 FIRST DATA CORP COM 319963104 4,158 93,900 SH SOLE 93,900 FIRST UN CORP COM 337358105 8,247 221,406 SH SOLE 221,406 FIRSTAR CORP COM 33763V109 5,040 219,721 SH SOLE 219,721 FIRSTENERGY CORP COM 337932107 1,079 52,300 SH SOLE 52,300 FLEET BOSTON FINL CORP COM 339030108 7,493 205,275 SH SOLE 205,275 FLORIDA PROGRESS CORP COM 341109106 1,010 22,000 SH SOLE 22,000 FLUOR CORP COM 343861100 531 17,100 SH SOLE 17,100 FMC CORP COM NEW 302491303 391 6,900 SH SOLE 6,900 FOGDOG INC COM 344167101 5,343 971,440 SH SOLE 971,440 FORD MTR CO DEL COM 345370100 12,438 270,743 SH SOLE 270,743 FORT JAMES CORP COM 347471104 1,067 48,500 SH SOLE 48,500 FORTUNE BRANDS INC COM 349631101 923 36,876 SH SOLE 36,876 FPL GROUP INC COM 302571104 1,849 40,135 SH SOLE 40,135 FRANKLIN RES INC COM 354613101 1,887 56,400 SH SOLE 56,400 FREEPORT-MCMORAN COPPER & GOLD CL B 35671D857 443 36,680 SH SOLE 36,680 GANNETT INC COM 364730101 4,399 62,500 SH SOLE 62,500 GAP INC COM 364760108 9,554 191,774 SH SOLE 191,774 GATEWAY INC COM 367626108 3,764 71,000 SH SOLE 71,000 GENERAL DYNAMICS CORP COM 369550108 2,239 45,000 SH SOLE 45,000 GENERAL ELEC CO COM 369604103 114,182 735,460 SH SOLE 735,460 GENERAL MLS INC COM 370334104 2,462 68,000 SH SOLE 68,000 GENERAL MTRS CORP COM 370442105 11,890 143,570 SH SOLE 143,570 GENUINE PARTS CO COM 372460105 952 39,850 SH SOLE 39,850 FAIR MARKET VALUE (page): 391,811 GEORGIA PAC CORP COM 373298108 1,520 38,400 SH SOLE 38,400 GILAT COMMUNICATIONS LTD COM M50876107 4,345 163,179 SH SOLE 163,179 GILLETTE CO COM 375766102 9,064 240,500 SH SOLE 240,500 GLOBAL CROSSING LTD COM G3921A100 6,992 170,795 SH SOLE 170,795 GLOBESPAN INC COM 379571102 260,710 2,557,545 SH SOLE 2,557,545 GOLDEN WEST FINL CORP DEL COM 381317106 1,132 36,300 SH SOLE 36,300 GOODRICH B F CO COM 382388106 709 24,700 SH SOLE 24,700 GOODYEAR TIRE & RUBR CO COM 382550101 819 35,100 SH SOLE 35,100 GPU INC COM 36225X100 759 27,700 SH SOLE 27,700 GRACE W R & CO DEL NEW COM 38388F108 206 16,100 SH SOLE 16,100 GRAINGER W W INC COM 384802104 1,135 20,900 SH SOLE 20,900 GREAT ATLANTIC & PAC TEA INC COM 390064103 168 8,600 SH SOLE 8,600 GREAT LAKES CHEM CORP COM 390568103 439 12,900 SH SOLE 12,900 GTE CORP COM 362320103 15,467 217,834 SH SOLE 217,834 GUIDANT CORP COM 401698105 4,054 68,900 SH SOLE 68,900 HALLIBURTON CO COM 406216101 4,063 99,050 SH SOLE 99,050 HARCOURT GEN INC COM 41163G101 593 15,900 SH SOLE 15,900 HARLEY DAVIDSON INC COM 412822108 2,691 33,900 SH SOLE 33,900 HARRAHS ENTMT INC COM 413619107 536 28,850 SH SOLE 28,850 HARTFORD FINL SVCS GROUP INC COM 416515104 2,619 49,636 SH SOLE 49,636 HASBRO INC COM 418056107 708 42,850 SH SOLE 42,850 HEALTHEON WEBMD CORP COM 422209106 11,057 480,753 SH SOLE 480,753 HEALTHSOUTH CORP COM 421924101 484 86,600 SH SOLE 86,600 HEINZ H J CO COM 423074103 2,797 80,200 SH SOLE 80,200 HERCULES INC COM 427056106 386 23,904 SH SOLE 23,904 HERSHEY FOODS CORP COM 427866108 1,518 31,000 SH SOLE 31,000 HEWLETT PACKARD CO COM 428236103 30,233 227,988 SH SOLE 227,988 HILTON HOTELS CORP COM 432848109 641 82,700 SH SOLE 82,700 HOLLYWOOD ENTERTAINMENT CORP COM 436141105 3,739 463,774 SH SOLE 463,774 HOME DEPOT INC COM 437076102 33,292 516,150 SH SOLE 516,150 HOMESTAKE MNG CO COM 437614100 351 58,404 SH SOLE 58,404 HONEYWELL INTL INC COM 438516106 9,350 177,444 SH SOLE 177,444 HOUSEHOLD INTL INC COM 441815107 3,931 105,348 SH SOLE 105,348 HUMANA INC COM 444859102 274 37,500 SH SOLE 37,500 HUNTINGTON BANCSHARES INC COM 446150104 1,152 51,493 SH SOLE 51,493 IBM CORP COM 459200101 47,684 404,096 SH SOLE 404,096 IKON OFFICE SOLUTIONS INC COM 451713101 207 33,508 SH SOLE 33,508 ILLINOIS TOOL WKS INC COM 452308109 3,724 67,400 SH SOLE 67,400 IMMERSION HUMAN INTERFACE CORP COM 452521107 41,903 698,387 SH SOLE 698,387 IMPSTAT FIBER NETWORKS INC COM 45321T103 16,470 588,200 SH SOLE 588,200 FAIR MARKET VALUE (page): 527,922 IMS HEALTH INC COM 449934108 1,169 69,000 SH SOLE 69,000 INCO LTD COM 453258402 789 43,042 SH SOLE 43,042 INFORMIX CORP COM 456779107 62 3,648 SH SOLE 3,648 INGERSOLL RAND CO COM 456866102 1,623 36,650 SH SOLE 36,650 INKTOMI CORP COM 457277101 310,029 1,589,890 SH SOLE 1,589,890 INTEL CORP COM 458140100 53,790 407,686 SH SOLE 407,686 INTERACTIVE INTELLIGENCE INC COM 45839M103 25,800 600,000 SH DEFINED 600,000 INTERNATIONAL PAPER CO COM 460146103 3,968 92,801 SH SOLE 92,801 INTERNET PICTURES CORP COM 05942K105 40,910 1,205,440 SH SOLE 1,205,440 INTERPUBLIC GROUP COS INC COM 460690100 2,973 62,900 SH SOLE 62,900 INTERVU INC COM 46114R106 10,335 114,829 SH SOLE 114,829 INTL FLAVORS & FRAGRANCES INC COM 459506101 826 23,543 SH SOLE 23,543 IONA TECHNOLOGIES PLC COM 46206P109 3,367 45,494 SH OTHER** 1 45,494 IONA TECHNOLOGIES PLC COM 46206P109 1,270 17,167 SH OTHER** 2 17,167 IONA TECHNOLOGIES PLC COM 46206P109 10,163 137,339 SH OTHER** 137,339 IPRINT INC COM 462628108 14,896 773,810 SH SOLE 773,810 ITT INDS INC IND COM 450911102 615 19,785 SH SOLE 19,785 ITXC CORP COM 45069F109 156,014 3,315,034 SH SOLE 3,315,034 IXOS SOFTWARE AG SP ADR 46600V108 5,896 134,000 SH SOLE 134,000 BEARER JEFFERSON PILOT CORP COM 475070108 1,563 23,475 SH SOLE 23,475 JOHNSON & JOHNSON COM 478160104 21,846 311,688 SH SOLE 311,688 JOHNSON CTLS INC COM 478366107 1,071 19,200 SH SOLE 19,200 JOSTENS INC COM 481088102 183 7,500 SH SOLE 7,500 JUNO ONLINE SERVICES INC COM 482048105 12,283 779,899 SH SOLE 779,899 K MART CORP COM 482584109 1,071 110,473 SH SOLE 110,473 KANSAS CITY SOUTHN INDS INC COM 485170104 2,131 24,800 SH SOLE 24,800 KAUFMAN & BROAD HOME CORP COM 486168107 231 10,774 SH SOLE 10,774 KELLOGG CO COM 487836108 2,331 90,878 SH 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43,900 SH SOLE 43,900 LIQUID AUDIO INC COM 53631T102 33,333 2,515,708 SH SOLE 2,515,708 LIZ CLAIBORNE INC COM 539320101 605 13,200 SH SOLE 13,200 LOCKHEED MARTIN CORP COM 539830109 1,814 88,744 SH SOLE 88,744 LOEWS CORP COM 540424108 1,185 23,700 SH SOLE 23,700 LONGS DRUG STORES CORP COM 543162101 201 8,800 SH SOLE 8,800 LOUDEYE TECHNOLOGIES INC COM 545754103 27,374 784,929 SH SOLE 784,929 LOUISIANA PAC CORP COM 546347105 333 23,900 SH SOLE 23,900 LOWES COS INC COM 548661107 4,998 85,600 SH SOLE 85,600 LSI LOGIC CORP COM 502161102 16,537 227,700 SH DEFINED 227,700 LSI LOGIC CORP COM 502161102 4,850 66,780 SH SOLE 66,780 LUCENT TECHNOLOGIES INC COM 549463107 42,823 704,046 SH SOLE 704,046 MADGE NETWORKS INC COM N5424G106 327 38,448 SH SOLE 38,448 MALLINCKRODT INC NEW COM 561232109 446 15,500 SH SOLE 15,500 MANOR CARE INC NEW COM 564055101 312 23,100 SH SOLE 23,100 MARRIOTT INTL INC NEW CL A 571903202 1,756 55,734 SH SOLE 55,734 MARSH & MCLENNAN COS INC COM 571748102 6,594 59,779 SH SOLE 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11,294 326,322 SH SOLE 326,322 PERKLINELMER INC COM 714046109 689 10,348 SH SOLE 10,348 PERSISTENCE SOFTWARE INC COM 715329108 12,940 651,048 SH SOLE 651,048 PFIZER INC COM 717081103 31,729 867,800 SH SOLE 867,800 PG&E CORP COM 69331C108 1,806 85,998 SH SOLE 85,998 PHARMACIA & UPJOHN INC COM 716941109 6,898 116,331 SH SOLE 116,331 PHELPS DODGE CORP COM 717265102 861 18,118 SH SOLE 18,118 PHILIP MORRIS COS INC COM 718154107 11,206 530,409 SH SOLE 530,409 PHILLIPS PETE CO COM 718507106 2,623 56,700 SH SOLE 56,700 PHOENIX TECHNOLOGIES LTD COM 719153108 18,906 894,971 SH SOLE 894,971 PHONE.COM INC COM 71920Q100 429,673 263,401 SH SOLE 263,401 PHONE.COM INC COM 71920Q100 134,346 82,358 SH DEFINED 82,358 PINNACLE WEST CAP CORP COM 723484101 536 19,000 SH SOLE 19,000 PITNEY BOWES INC COM 724479100 2,655 59,400 SH SOLE 59,400 PLACER DOME INC COM 725906101 593 73,000 SH SOLE 73,000 PNC BK CORP COM 693475105 2,971 65,900 SH SOLE 65,900 FAIR MARKET VALUE (page): 757,266 POLAROID CORP COM 731095105 235 9,900 SH SOLE 9,900 POTLATCH CORP COM 737628107 276 6,400 SH SOLE 6,400 PPG INDS INC COM 693506107 2,040 38,972 SH SOLE 38,972 PPL CORP COM 69351T106 674 32,200 SH SOLE 32,200 PRAXAIR INC COM 74005P104 1,482 35,578 SH SOLE 35,578 PREVIEW SYSTEMS INC COM 741379101 13,323 281,599 SH SOLE 281,599 PRICE T ROWE & ASSOC INC COM 741477103 1,059 26,800 SH SOLE 26,800 PROCTER & GAMBLE CO COM 742718109 16,587 294,690 SH SOLE 294,690 PROGRESSIVE CORP OHIO COM 743315103 1,248 16,400 SH SOLE 16,400 PROVIDIAN FINL CORP COM 74406A102 2,764 31,900 SH SOLE 31,900 PROXICOM INC COM 744282104 8,863 200,000 SH SOLE 200,000 PROXIM INC COM 744284100 38,300 320,000 SH SOLE 320,000 PUBLIC SVC ENTERPRISE GROUP COM 744573106 1,459 49,044 SH SOLE 49,044 PULTTE CORP COM 745867101 203 9,700 SH SOLE 9,700 QUAKER OATS CO COM 747402105 1,819 30,000 SH SOLE 30,000 QUALCOMM INC COM 747525103 22,458 150,400 SH SOLE 150,400 QUINTILES TRANSNATIONAL CORP COM 748767100 439 25,700 SH SOLE 25,700 QUOKKA SPORTS INC COM 749077103 44,456 4,184,093 SH SOLE 4,184,093 RADISYS CORP COM 750459109 106,977 1,779,251 SH SOLE 1,779,251 RADVISION LTD ORD M81869105 35,154 671,191 SH SOLE 671,191 RALSTON PURINA CO COM RAL- 751277302 1,872 68,300 SH SOLE 68,300 PUR GP RAVISENT TECHNOLOGIES INC COM 754440105 7,626 549,650 SH SOLE 549,650 RAYTHEON CO CL B 755111408 1,347 75,856 SH SOLE 75,856 RED HAT SOFTWARE INC COM 756577102 264,171 6,234,115 SH SOLE 6,234,115 REEBOK INTL LTD COM 758110100 117 12,600 SH SOLE 12,600 REGIONS FINL CORP COM 758940100 1,118 49,000 SH SOLE 49,000 RELIANT ENERGY INC COM 75952J108 1,555 66,245 SH SOLE 66,245 RESEARCH IN MOTION LIMITED COM 760975102 98,690 926,667 SH SOLE 926,667 REYNOLDS METALS CO COM 761763101 950 14,200 SH SOLE 14,200 RITE AID CORP COM 767754104 320 58,000 SH SOLE 58,000 ROCKWELL INTL CORP NEW COM 773903109 1,786 42,700 SH SOLE 42,700 ROHM & HAAS CO COM 775371107 2,187 49,005 SH SOLE 49,005 ROQUE WAVE SOFTWARE INC COM 775369101 937 122,841 SH OTHER** 122,841 ROWAN COS INC COM 779382100 559 19,000 SH SOLE 19,000 ROYAL DUTCH PETE CO NY REG 780257804 27,689 480,720 SH SOLE 480,720 GLD1.25 RUSSELL CORP COM 782352108 107 7,400 SH SOLE 7,400 RYDER SYS INC COM 783549108 328 14,400 SH SOLE 14,400 S3 INC COM 784849101 9,019 429,477 SH SOLE 429,477 SABRE HLDGS CORP CL A 785905100 914 24,764 SH SOLE 24,764 FAIR MARKET VALUE (page): 721,108 SAFECO CORP COM 786429100 774 29,100 SH SOLE 29,100 SAFEWAY INC COM NEW 786514208 5,163 114,100 SH SOLE 114,100 SARA LEE CORP COM 803111103 3,667 203,700 SH SOLE 203,700 SBC COMMUNICATIONS INC COM 78387G103 32,135 764,756 SH SOLE 764,756 SCHERING PLOUGH CORP COM 806605101 12,122 329,340 SH SOLE 329,340 SCHLUMBERGER LTD COM 806857108 9,433 123,300 SH SOLE 123,300 SCHWAB CHARLES CORP NEW COM 808513105 10,443 183,800 SH SOLE 183,800 SCIENTIFIC ATLANTA INC COM 808655104 2,239 35,300 SH SOLE 35,300 SCM MICROSYSTEMS INC COM 784018103 669 48,650 SH SOLE 48,650 SEAGATE TECHNOLOGY COM 811804103 2,836 46,900 SH SOLE 46,900 SEAGRAM LTD COM 811850106 5,784 97,200 SH SOLE 97,200 SEALED AIR CORP NEW COM 81211K100 1,014 18,662 SH SOLE 18,662 SEARS ROEBUCK & CO COM 812387108 2,613 84,700 SH SOLE 84,700 SELECTICA INC COM 816288104 5,030 57,000 SH SOLE 57,000 SELECTICA INC COM 816288104 22,905 259,548 SH OTHER** 1 259,548 SELECTICA INC COM 816288104 8,643 97,942 SH OTHER** 2 97,942 SELECTICA INC COM 816288104 69,147 783,540 SH OTHER** 783,540 SEMPRA ENERGY COM 816851109 883 52,672 SH SOLE 52,672 SERVICE CORP INTL COM 817565104 157 52,100 SH SOLE 52,100 SHARED MED SYS CORP COM 819486101 317 6,100 SH SOLE 6,100 SHERWIN WILLIAMS CO COM 824348106 817 37,200 SH SOLE 37,200 SIGMA ALDRICH CORP COM 826552101 608 22,600 SH SOLE 22,600 SILICON GRAPHICS INC COM 827056102 435 41,154 SH SOLE 41,154 SILICON IMAGE INC COM 82705T102 61,393 857,143 SH SOLE 857,143 SILICON VALLEY GROUP INC COM 827066101 13,698 498,100 SH SOLE 498,100 SILKNET SOFTWARE INC COM 827094103 59,461 571,736 SH SOLE 571,736 SILVERSTREAM SOFTWARE INC COM 827907106 22,240 301,054 SH SOLE 301,054 SILVERSTREAM SOFTWARE INC COM 827907106 1,769 23,944 SH OTHER** 1 23,944 SILVERSTREAM SOFTWARE INC COM 827907106 667 9,035 SH OTHER** 2 9,035 SILVERSTREAM SOFTWARE INC COM 827907106 7,776 105,263 SH OTHER** 105,263 SLM HLDG CORP COM 78442A109 1,190 35,700 SH SOLE 35,700 SMARTERKIDS.COM INC COM 83169C106 4,711 1,196,363 SH SOLE 1,196,363 SNAP ON INC COM 833034101 344 13,100 SH SOLE 13,100 SOLECTRON CORP COM 834182107 5,270 131,500 SH SOLE 131,500 SOUTHERN CO COM 842587107 3,282 150,900 SH SOLE 150,900 SOUTHTRUST CORP COM 844730101 960 37,700 SH SOLE 37,700 SOUTHWEST AIRLS CO COM 844741108 2,355 113,143 SH SOLE 113,143 SPRINGS INDS INC CL A 851783100 155 4,050 SH SOLE 4,050 SPRINT CORP COM FON 852061100 12,311 195,296 SH SOLE 195,296 GROUP SPRINT CORP PCS COM 852061506 12,627 193,248 SH SOLE 193,248 SER 1 FAIR MARKET VALUE (page): 408,043 ST JUDE MED INC COM 790849103 488 18,888 SH SOLE 18,888 ST PAUL COS INC COM 792860108 1,739 50,946 SH SOLE 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227 13,900 SH SOLE 13,900 TJX COS INC NEW COM 872540109 1,542 69,500 SH SOLE 69,500 TORCHMARK CORP COM 891027104 682 29,500 SH SOLE 29,500 TOSCO CORP COM NEW 891490302 985 32,300 SH SOLE 32,300 TOYS R US INC COM 892335100 811 54,700 SH SOLE 54,700 FAIR MARKET VALUE (page): 448,080 TRANSOCEAN SEDCO FOREX INC COM G90078109 2,386 46,486 SH SOLE 46,486 TRIBUNE CO NEW COM 896047107 1,946 53,200 SH SOLE 53,200 TRICON GLOBAL RESTAURANTS INC COM 895953107 1,067 34,332 SH SOLE 34,332 TRW INC COM 872649108 1,598 27,300 SH SOLE 27,300 TUPPERWARE CORP COM 899896104 205 12,950 SH SOLE 12,950 TUT SYSTEMS INC COM 901103101 6,845 114,919 SH SOLE 114,919 TYCO INTL LTD NEW COM 902124106 18,899 378,632 SH SOLE 378,632 U S BANCORP DEL COM 902973106 3,587 163,970 SH SOLE 163,970 U S WEST INC NEW COM 91273H101 8,228 113,276 SH SOLE 113,276 U.S. INTERACTIVE INC COM 90334M109 8,938 250,000 SH SOLE 250,000 UNICOM CORP COM 904911104 1,782 48,800 SH SOLE 48,800 UNILEVER N V N Y SHS 904784709 6,167 128,139 SH SOLE 128,139 NEW+B365 UNION CARBIDE CORP COM 905581104 1,753 30,056 SH SOLE 30,056 UNION PAC CORP COM 907818108 2,180 55,700 SH SOLE 55,700 UNION PAC RES GROUP INC COM 907834105 820 56,496 SH SOLE 56,496 UNION PLANTERS CORP TENN COM 908068109 974 31,600 SH SOLE 31,600 UNISYS CORP COM 909214108 1,774 69,500 SH SOLE 69,500 UNITED HEALTHCARE CORP COM 910581107 2,269 38,048 SH SOLE 38,048 UNITED TECHNOLOGIES CORP COM 913017109 6,774 107,200 SH SOLE 107,200 UNOCAL CORP COM 915289102 1,619 54,400 SH SOLE 54,400 UNUMPROVIDENT CORP COM 91529Y106 914 53,776 SH SOLE 53,776 US AIRWAYS GROUP INC COM 911905107 446 16,000 SH SOLE 16,000 UST INC COM 902911106 600 38,393 SH SOLE 38,393 USX MARATHON GROUP COM NEW 902905827 1,814 69,600 SH SOLE 69,600 USX U S STL GROUP COM 90337T101 496 19,800 SH SOLE 19,800 UTSTARCOM INC COM 918076100 384,199 4,921,684 SH SOLE 4,921,684 V F CORP COM 918204108 635 26,400 SH SOLE 26,400 VA LINUX SYSTEMS INC COM 91819B105 213,953 3,543,741 SH SOLE 3,543,741 VIACOM INC CL B 925524308 8,247 156,322 SH SOLE 156,322 VOXWARE INC COM 92906L105 5,156 500,000 SH SOLE 500,000 VTEL CORP COM 918333105 12,965 1,672,846 SH SOLE 1,672,846 VULCAN MATLS CO COM 929160109 1,031 22,500 SH SOLE 22,500 WACHOVIA CORP COM 929771103 3,075 45,500 SH SOLE 45,500 WAL MART STORES INC COM 931142103 55,516 997,666 SH SOLE 997,666 WALGREEN CO COM 931422109 5,794 225,000 SH SOLE 225,000 WARNER LAMBERT CO COM 934488107 18,772 192,480 SH SOLE 192,480 WASHINGTON MUTUAL INC COM 939322103 3,429 129,390 SH SOLE 129,390 WASTE MGMT INC DEL COM 94106L109 1,901 138,871 SH SOLE 138,871 WATSON PHARMACEUTICALS INC COM 942683103 854 21,500 SH SOLE 21,500 FAIR MARKET VALUE (page): 799,608 WAVO C0RP COM 944027101 2,234 500,000 SH SOLE 500,000 WELLPOINT HEALTH NETWORK NEW COM 94973H108 1,000 14,300 SH SOLE 14,300 WELLS FARGO & CO NEW COM 949746101 15,075 368,474 SH SOLE 368,474 WENDYS INTL INC COM 950590109 541 26,785 SH SOLE 26,785 WESTVACO CORP COM 961548104 753 22,550 SH SOLE 22,550 WEYERHAEUSER CO COM 962166104 3,003 52,670 SH SOLE 52,670 WHIRLPOOL CORP COM 963320106 980 16,700 SH SOLE 16,700 WILLAMETTE INDS INC COM 969133107 1,003 25,000 SH SOLE 25,000 WILLIAMS COMMUNICATIONS GROUP CL A 969455104 477,975 9,225,093 SH SOLE 9,225,093 INC WILLIAMS COS INC COM 969457100 4,280 97,392 SH SOLE 97,392 WINN DIXIE STORES INC COM 974280109 647 33,300 SH SOLE 33,300 WORTHINGTON INDS INC COM 981811102 248 20,000 SH SOLE 20,000 WRIGLEY WM JR CO COM 982526105 1,998 26,000 SH SOLE 26,000 XEROX CORP COM 984121103 3,872 148,900 SH SOLE 148,900 XILINX INC COM 983919101 5,930 71,600 SH SOLE 71,600 XIRCOM INC COM 983922105 93,107 2,516,405 SH SOLE 2,516,405 YAHOO INC COM 984332106 20,206 117,900 SH SOLE 117,900 YOUNG & RUBICAM INC COM 987425105 734 15,600 SH SOLE 15,600 FAIR MARKET VALUE (page only): 633,586 FAIR MARKET VALUE REPORT TOTAL: 9,048,548 *Confidential Treatment Requested