13F-HR 1 thirteen.txt 13F-MAY 31, 2001 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13-F INFORMATION REQUIRED OF INSTITUTIONAL INVESTMENT MANAGERS PURSUANT TO SECTION 13(F) OF THE SECURITIES EXCHANGE ACT OF 1934 AND RULES THEREUNDER Report for the Calendar Year or Quarter Ended: March 31, 2001 Check here if Amendment: Institutional Investment Manager Filing this Report: Name: Trustees of the Pension Trust of Bethlehem Steel Corporation and Subsidiary Companies Address: Martin Tower Bethlehem, Pennsylvania 18016-7699 Form 13F File Number: 28-313 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: J. Gerard Mead Title: Chairman, Trustees Phone: 610-694-5507 Signature, Place and Date of Signing: /s/ J. Gerard Mead ------------------------ J. Gerard Mead Bethlehem, Pennsylvania May 14, 2001 Report Type (Check only one.): X 13F Holdings Report. ------ 13F Notice. ------ 13F Combination Report. ------ Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: None Form 13F Information Table Entry Total: 87 Form 13F Information Table Value Total: $1,900,142 (thousands) List of Other Included Managers: None

------------------------------------------------------------------------------------------------------------ ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 TITLE MARKET OTHER OF CUSIP/ VALUE INVESTMENT MANAGERS NAME OF ISSUER CLASS NUMBER (X $1000) SH/PRN DISCRETION ------------------------------------------------------------------------------------------------------------ ABBOTT LABS COM COMMON STK 002824100 ~~12594~~12741 ~~260000~~270000 SOLE ADC TELECOMMUNICATIONS INC COM COMMON STK 000886101 ~~2538~~1870 ~~140000~~220000 SOLE AGILENT TECHNOLOGIES INC COMMON STK 00846U100 ~~7391~~4149 135000 SOLE AIR PRODS & CHEMS INC COM COMMON STK 009158106 ~~6355~~4992 ~~155000~~130000 SOLE ALLERGAN INC COM COMMON STK 018490102 ~~484~~742 ~~5000~~10000 SOLE ALTERA CORP COMMON STK 021441100 ~~1316~~1286 ~~50000~~60000 SOLE AMERICAN HOME PRODS CORP COMMON STK 026609107 ~~33046~~31138 ~~520000~~530000 SOLE AMERICAN INTL GROUP INC COM COMMON STK 026874107 ~~35483~~29785 ~~360000~~370000 SOLE AMERICAN POWER CONVERSION COMMON STK 029066107 ~~804~~967 ~~65000~~75000 SOLE AMGEN INC COMMON STK 031162100 ~~11509~~10834 180000 SOLE AMSOUTH BANCORPORATION COMMON STK 032165102 ~~11590~~12776 760003 SOLE AON CORP COM COMMON STK 037389103 ~~6508~~3195 ~~190000~~90000 SOLE AT & T CORP COMMON STK 001957109 ~~9488~~11715 550000 SOLE AUTOMATIC DATA PROCESSING INC COM COMMON STK 053015103 ~~63946~~52749 ~~1010000~~970000 SOLE AVAYA INC COMMON STK 053499109 ~~907~~1143 87916 SOLE AVERY DENNISON CORP COMMON STK 053611109 ~~13335~~11444 ~~243000~~220000 SOLE BB & T CORP COMMON STK 054937107 ~~8768~~8265 235000 SOLE BECTON DICKINSON & CO COM COMMON STK 075887109 ~~2078~~1060 ~~60000~~30000 SOLE BRISTOL MYERS SQUIBB CO COMMON STK 110122108 ~~89464~~71874 1210000 SOLE CADENCE DESIGN SYS INC COMMON STK 127387108 ~~3163~~2126 115000 SOLE CAPITAL ONE FINL CORP COMMON STK 14040H105 ~~71736~~60773 ~~1090000~~1095000 SOLE CHEVRON CORP COM COMMON STK 166751107 ~~5066~~8780 ~~60000~~100000 SOLE CHOICEPOINT INC COMMON STK 170388102 ~~4589~~4056 ~~70000~~120000 SOLE CISCO SYS INC COMMON STK 17275R102 ~~41421~~17677 ~~1082900~~1117900 SOLE CITIGROUP INC COMMON STK 172967101 ~~197442~~173923 3866666 SOLE CLOROX CO COM COMMON STK 189054109 ~~27690~~22644 ~~780000~~720000 SOLE COMPAQ COMPUTER CORP COMMON STK 204493100 ~~4515~~5460 300000 SOLE CONEXANT SYSTEMS INC COMMON STK 207142100 ~~461~~268 30000 SOLE COSTCO WHOLESALE CORP COMMON STK 22160K100 ~~799~~785 20000 SOLE DELL COMPUTER COM COMMON STK 247025109 ~~698~~1541 ~~40000~~60000 SOLE DOLLAR GEN CORP COM COMMON STK 256669102 ~~6134~~4497 ~~325000~~220000 SOLE EL PASO NAT GAS CO COMMON STK 283695872 ~~14325~~13060 200000 SOLE EMC CORP MASS COM COMMON STK 268648102 ~~80465~~34692 ~~1210000~~1180000 SOLE EQUIFAX INC COMMON STK 294429105 ~~12623~~13750 440000 SOLE EXXON MOBIL CORP COMMON STK 30231G102 ~~46077~~41310 ~~530000~~510000 SOLE FIRST DATA CORP COMMON STK 319963104 ~~4215~~4777 80000 SOLE

------------------------------------------------------------------------------------------------------------ ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 TITLE MARKET OTHER OF CUSIP/ VALUE INVESTMENT MANAGERS NAME OF ISSUER CLASS NUMBER (X $1000) SH/PRN DISCRETION ------------------------------------------------------------------------------------------------------------ F5 NETWORKS INC COMMON STK 315616100 ~~190~~107 20000 SOLE FIRST UN CORP COM COMMON STK 337358105 ~~15853~~18810 570000 SOLE FRANKLIN RESOURCES INC COM COMMON STK 354613101 ~~5334~~5475 140000 SOLE GENERAL ELECTRIC CO COM COMMON STK 369604103 ~~210446~~171207 ~~4390000~~4090000 SOLE GILLETTE CO COM COMMON STK 375766102 ~~1445~~623 ~~40000~~20000 SOLE GOLDMAN SACHS GROUP INC COMMON STK 38141G104 ~~1604~~1277 15000 SOLE GUIDANT CORP COMMON STK 401698105 ~~11057~~9223 205000 SOLE HEWLETT PACKARD CO COM COMMON STK 428236103 ~~19884~~19700 630000 SOLE INGERSOLL RAND CO COM COMMON STK 456866102 ~~16750~~13501 ~~400000~~340000 SOLE INTEL CORP COM COMMON STK 458140100 ~~99808~~87358 3320000 SOLE JOHNSON & JOHNSON COMMON STK 478160104 ~~31519~~26241 300000 SOLE JP MORGAN CHASE & CO COMMON STK ~~46625H100~~46625h100 ~~20174~~19936 444000 SOLE KIMBERLY CLARK CORP COM COMMON STK 494368103 ~~14138~~13566 200000 SOLE LILLY ELI & CO COM COMMON STK 532457108 ~~86548~~68994 ~~930000~~900000 SOLE LUCENT TECHNOLOGIES INC COMMON STK 549463107 ~~14243~~10518 1055000 SOLE MASCO CORP COM COMMON STK 574599106 ~~11688~~6759 ~~455000~~280000 SOLE MATTEL INC COM COMMON STK 577081102 ~~10325~~12684 715000 SOLE MBNA CORP COMMON STK 55262L100 ~~32597~~29211 882500 SOLE MCDONALDS CORP COM COMMON STK 580135101 ~~37230~~26417 ~~1095000~~995000 SOLE MEDTRONIC INC COM COMMON STK 585055106 ~~45885~~33848 ~~760000~~740000 SOLE MERCK & CO INC COM COMMON STK 589331107 ~~88944~~69828 ~~950000~~920000 SOLE MICROSOFT CORP COM COMMON STK 594918104 ~~25808~~33633 ~~595000~~615000 SOLE MOLEX INC CL A COMMON STK 608554200 ~~19873~~21729 781250 SOLE MORGAN STANLEY DEAN WITTER COMMON STK 617446448 ~~396~~535 ~~5000~~10000 SOLE MOTOROLA INC COM COMMON STK 620076109 ~~6581~~4635 325000 SOLE NORTEL NETWORKS CORP COMMON STK 656568102 ~~17314~~7587 540000 SOLE ORACLE CORP COMMON STK 68389X105 ~~61613~~31758 2120000 SOLE

------------------------------------------------------------------------------------------------------------ ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 TITLE MARKET OTHER OF CUSIP/ VALUE INVESTMENT MANAGERS NAME OF ISSUER CLASS NUMBER (X $1000) SH/PRN DISCRETION ------------------------------------------------------------------------------------------------------------ PEPSICO INC COM COMMON STK 713448108 ~~24286~~21536 490000 SOLE PFIZER INC COM COMMON STK 717081103 ~~148753~~132422 3233750 SOLE PHILIP MORRIS COS INC COM COMMON STK 718154107 ~~18920~~20404 430000 SOLE PITNEY BOWES INC COM COMMON STK 724479100 ~~4969~~2780 ~~150000~~80000 SOLE QUINTILES TRANSNATIONAL CORP COMMON STK 748767100 ~~628~~529 ~~30000~~28000 SOLE REGION FINL CORP COMMON STK 758940100 ~~6555~~5972 ~~240000~~210000 SOLE ~~ROSS STORES COMMON STK 778296103 338 20000 SOLE~~ ROYAL DUTCH PETE CO COMMON STK 780257705 ~~26648~~21622 ~~440000~~390000 SOLE SBC COMMUNICATIONS INC COMMON STK 78387G103 ~~84995~~79441 1780000 SOLE SCHERING PLOUGH CORP COM COMMON STK 806605101 ~~98745~~62466 ~~1740000~~1710000 SOLE SEALED AIR CORP COM COMMON STK 812115103 ~~3203~~3500 105000 SOLE SHERWIN WILLIAMS CO COM COMMON STK 824348106 ~~11446~~5096 ~~435000~~200000 SOLE SUNTRUST BKS INC COM COMMON STK 867914103 ~~18270~~18792 290000 SOLE SYMBOL TECHNOLOGIES INC COMMON STK 871508107 ~~4680~~4886 ~~130000~~140000 SOLE TECHNE CORP COMMON STK 878377100 ~~361~~1045 ~~10000~~40000 ~~SOLE~~ TIFFANY & CO COMMON STK 886547108 ~~1581~~1499 ~~50000~~55000 SOLE TYCO INTL LTD COMMON STK 902124106 ~~5550~~6485 ~~100000~~150000 SOLE UNITED PARCEL SVC INC COMMON STK 911312106 ~~411~~398 7000 SOLE UNITED TECHNOLOGIES CORP COM COMMON STK 913017109 ~~24374~~19058 ~~310000~~260000 SOLE US BANCORP DEL COMMON STK 902973106 ~~5546~~5576 ~~190000~~240350 SOLE VERITAS SOFTWARE CO COMMON STK 923436109 ~~700~~1295 ~~8000~~28000 SOLE VULCAN MATLS CO COM COMMON STK 929160109 ~~15799~~14517 ~~330000~~310000 SOLE WELLS FARGO & CO COM COMMON STK 949746101 ~~42991~~38191 772000 SOLE XEROX CORP COM COMMON STK 984121103 ~~2081~~2696 450000 SOLE XLINX INC COMMON STK 983919101 ~~2537~~1932 55000 SOLE

------------------------------------------------------------------------------------------------------------ ITEM 1 ITEM 8 VOTING AUTHORITY SOLE SHARED NONE NAME OF ISSUER (A) (B) (C) ------------------------------------------------------------------------------------------------------------ ABBOTT LABS COM ~~260000~~270000 0 0 ADC TELECOMMUNICATIONS INC COM ~~140000~~220000 0 0 AGILENT TECHNOLOGIES INC 135000 0 0 AIR PRODS & CHEMS INC COM ~~155000~~130000 0 0 ALLERGAN INC COM ~~5000~~10000 0 0 ALTERA CORP ~~50000~~60000 0 0 AMERICAN HOME PRODS CORP ~~520000~~530000 0 0 AMERICAN INTL GROUP INC COM ~~360000~~370000 0 0 AMERICAN POWER CONVERSION ~~65000~~75000 0 0 AMGEN INC 180000 0 0 AMSOUTH BANCORPORATION 760003 0 0 AON CORP COM ~~190000~~90000 0 0 AT & T CORP 550000 0 0 AUTOMATIC DATA PROCESSING INC COM ~~1010000~~970000 0 0 AVAYA INC 87916 0 0 AVERY DENNISON CORP ~~243000~~220000 0 0 BB & T CORP 235000 0 0 BECTON DICKINSON & CO COM ~~60000~~30000 0 0 BRISTOL MYERS SQUIBB CO 1210000 0 0 CADENCE DESIGN SYS INC 115000 0 0 CAPITAL ONE FINL CORP ~~1090000~~1095000 0 0 CHEVRON CORP COM ~~60000~~100000 0 0 CHOICEPOINT INC 7120000 ~~0000~~ 0 0 CISCO SYS INC ~~1082900~~1117900 0 0 CITIGROUP INC 3866666 0 0 CLOROX CO COM ~~780000~~720000 0 0 COMPAQ COMPUTER CORP 300000 0 0 CONEXANT SYSTEMS INC 30000 0 0 COSTCO WHOLESALE CORP 20000 0 0 DELL COMPUTER COM ~~40000~~60000 0 0 DOLLAR GEN CORP COM ~~325000~~220000 0 0 EL PASO NAT GAS CO 200000 0 0 EMC CORP MASS COM ~~1210000~~1180000 0 0 EQUIFAX INC 440000 0 0 EXXON MOBIL CORP ~~530000~~510000 0 0 FIRST DATA CORP 80000 0 0

------------------------------------------------------------------------------------------------------------ ITEM 1 ITEM 8 VOTING AUTHORITY SOLE SHARED NONE NAME OF ISSUER (A) (B) (C) ------------------------------------------------------------------------------------------------------------ F5 NETWORKS INC 20000 0 0 FIRST UN CORP COM 570000 0 0 FRANKLIN RESOURCES INC COM 140000 0 0 GENERAL ELECTRIC CO COM ~~4390000~~4090000 0 0 GILLETTE CO COM ~~40000~~20000 0 0 GOLDMAN SACHS GROUP INC 15000 0 0 GUIDANT CORP 205000 0 0 HEWLETT PACKARD CO COM 630000 0 0 INGERSOLL RAND CO COM ~~400000~~340000 0 0 INTEL CORP COM 3320000 0 0 JOHNSON & JOHNSON 300000 0 0 JP MORGAN CHASE & CO 444000 0 0 KIMBERLY CLARK CORP COM 200000 0 0 LILLY ELI & CO COM ~~930000~~900000 0 0 LUCENT TECHNOLOGIES INC 1055000 0 0 MASCO CORP COM ~~455000~~280000 0 0 MATTEL INC COM 715000 0 0 MBNA CORP 882500 0 0 MCDONALDS CORP COM ~~1095000~~995000 0 0 MEDTRONIC INC COM ~~760000~~740000 0 0 MERCK & CO INC COM ~~950000~~920000 0 0 MICROSOFT CORP COM ~~595000~~615000 0 0 MOLEX INC CL A 781250 0 0 MORGAN STANLEY DEAN WITTER ~~5000~~10000 0 0 MOTOROLA INC COM 325000 0 0 NORTEL NETWORKS CORP 540000 0 0 ORACLE CORP 2120000 0 0

----------------------------------------------------------------------------------------------------------- ITEM 1 ITEM 8 VOTING AUTHORITY SOLE SHARED NONE NAME OF ISSUER (A) (B) (C) ------------------------------------------------------------------------------------------------------------ PEPSICO INC COM 490000 0 0 PFIZER INC COM 3233750 0 0 PHILIP MORRIS COS INC COM 430000 0 0 PITNEY BOWES INC COM ~~150000~~80000 0 0 QUINTILES TRANSNATIONAL CORP ~~30000~~28000 0 0 REGION FINL CORP ~~240000~~210000 0 0 ~~ROSS STORES 20000 0 0~~ ROYAL DUTCH PETE CO ~~440000~~390000 0 0 SBC COMMUNICATIONS INC 1780000 0 0 SCHERING PLOUGH CORP COM ~~1740000~~1710000 0 0 SEALED AIR CORP COM 105000 0 0 SHERWIN WILLIAMS CO COM ~~435000~~200000 0 0 SUNTRUST BKS INC COM 290000 0 0 SYMBOL TECHNOLOGIES INC ~~130000~~140000 0 0 TECHNE CORP ~~10000~~40000 0 0 TIFFANY & CO ~~50000~~55000 0 0 TYCO INTL LTD ~~100000~~150000 0 0 UNITED PARCEL SVC INC 7000 0 0 UNITED TECHNOLOGIES CORP COM ~~310000~~260000 0 0 US BANCORP DEL ~~190000~~240350 0 0 VERITAS SOFTWARE CO ~~8000~~28000 0 0 VULCAN MATLS CO COM ~~330000~~310000 0 0 WELLS FARGO & CO COM 772000 0 0 XEROX CORP COM 450000 0 0 XLINX INC 55000 0 0

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