13F-HR 1 a2084258z13f-hr.txt 13F-HR FORM 13F - AIC ASSET MANAGEMENT, LLC 6/30/2002

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 -------- -------- -------- -------- ---------- -------- -------- -------- ~~INVESTMENT~~ SECURITY CLASS CUSIP VALUE SHARES INVESTMENT DISCRETION OTHER VOTING OF (xX $1,000) AMOUNT SHARED MANAGERS AUTHORITY SECURITIES OTHER ~~Amgen~~UnitedHealth Group Inc common ~~031162100~~91324P102 ~~251~~938 ~~4200~~10,250 410,~~200~~250 410,~~200~~250 ~~UnitedHealth~~Cabot ~~Group~~Microelectronics ~~Inc~~Corpora common ~~91324P102~~12709p103 ~~783~~445 ~~10250~~10,300 10,~~250~~300 10,~~250~~300 JDKana ~~Edwards~~Software ~~& Co~~Inc. common ~~281667105~~483600300 ~~231~~43 ~~12800~~10,850 1210,~~800~~850 1210,~~800~~850 ~~Walmart~~Powerwave Technologies Inc. common ~~931142103~~739363109 ~~803~~102 ~~13100~~11,100 1311,100 1311,100 ~~Silicon~~EBay, ~~Image~~ Inc common ~~82705T102~~278642103 ~~114~~687 ~~13350~~11,150 11,150 11,150 Walmart common 931142103 721 13,~~350~~100 13,~~350~~100 13,100 Cigna Corporation common 125509109 1,~~531~~471 ~~15100~~15,100 15,100 15,100 ~~Avenue~~International ABusiness ~~Inc~~Machine common ~~053566105~~459200101 501,166 ~~15250~~16,200 1516,~~250~~200 1516,~~250~~200 ~~Calpine~~Silicon ~~Corporation~~Image Inc common ~~131347106~~82705T102 ~~203~~102 ~~15950 15~~16,~~950~~650 1516,~~950~~650 ~~MCIWorldCom~~16,650 Agere Systems Inc. Class B common ~~98157D106~~00845v209 ~~117~~28 ~~17350~~18,804 1718,~~350~~804 1718,~~350~~804 ~~Travelers/Aetna~~Cox ~~Property~~Communications, ~~Casua~~Inc. - Cla common ~~893939108~~224044107 ~~384~~634 ~~19200~~23,000 1923,~~200~~000 1923,~~200~~000 Expedia Inc common 302125109 1,~~641~~393 ~~23500~~23,500 23,500 23,500 Morgan Stanley, Dean Witter Di common 617446448 1,~~370~~030 ~~23900~~23,900 23,900 23,900 Goldman Sachs Group, Inc. common 38141G104 21,~~184~~775 ~~24200~~24,200 24,200 24,200 ~~Tech~~Biogen, ~~Data~~Inc. ~~Corporation~~ common ~~878237106~~090597105 1,~~209~~023 ~~26350~~24,700 24,700 24,700 Extreme Network, Inc. common 30226d106 255 26,~~350~~150 26,~~350~~150 ~~AT&T~~26,150 ~~Wireless~~NASDAQ ~~Group~~100 shares common ~~001957406~~631100104 ~~244~~728 ~~27250~~27,900 27,~~250~~900 27,~~250~~900 ~~International~~State ~~Business~~Street ~~Machine~~Corporation common ~~459200101~~857477103 21,~~834~~319 ~~27250~~29,500 2729,~~250~~500 2729,~~250~~500 ~~Best~~United ~~Buy~~Microelectronics ~~Company,~~- ~~Inc.~~ADR common ~~086516101~~910873207 2227 30,~~194~~900 ~~27700~~30,900 2730,~~700~~900 27Juniper Networks common 48203r104 187 33,~~700~~100 ~~Chordiant~~33,100 33,100 Citigroup Inc. common ~~170404107~~17296710 ~~218~~1,374 ~~29950~~35,450 2935,~~950~~450 2935,~~950~~450 ~~NeoMagic~~Affiliated ~~Corporation~~Computer Services C common ~~640497103~~008190100 ~~115~~1,740 ~~34650~~36,650 3436,650 3436,650 Network Engines common 64121A107 41 38,250 38,250 38,250 STMicroelectronics NV common 861012102 1932 38,~~299~~300 ~~38300~~ 38,300 38,300 Verizon Communications common 92343v104 1,~~773~~556 ~~38450~~38,750 38,~~450~~750 38,~~450~~750 American Express Company common 025816109 1,420 39,100 39,100 39,100 Cablevision Systems - Class A common 12686c109 374 39,500 39,500 39,500 Embarcadero Technology common 290787100 246 39,850 39,850 39,850 Merrill Lynch common 590188108 21,~~235~~679 ~~40350~~41,450 4041,~~350~~450 4041,~~350~~450 ~~Veritas~~General ~~Software~~Electric Company common ~~923436109~~369604103 1,~~788~~226 ~~40800~~42,200 4042,~~800~~200 4042,~~800~~200 ~~KEMET~~Symantec Corporation common ~~488360108~~871503108 ~~791~~1,432 ~~40850~~43,600 4043,~~850~~600 4043,~~850~~600 ~~SAP~~Rational ~~Aktiengesellschaft~~Software ~~ADR~~ common ~~803054204~~75409p202 1364 44,~~676~~300 ~~45050 45~~44,~~050~~300 4544,~~050~~300 ~~Qualcomm~~Gateway 2000, Inc. common ~~747525103~~367626108 198 44,700 44,700 44,700 Semiconductor Holders Trust common 816636203 1,~~698~~381 ~~45100~~45,500 45,~~100~~500 45,~~100~~500 CDW Computer Centers Inc. common 125129106 2,~~306~~144 ~~45800~~45,800 45,800 45,800 ~~Celestica~~Solectron Corporation common 834182107 283 46,000 ~~Inc.~~46,000 46,000 Tech Data Corporation common ~~15101q108~~878237106 1,~~755~~794 ~~48400~~47,400 4847,400 4847,400 ~~King~~Technology ~~Pharmaceuticals~~Solutions ~~Inc~~Co. common ~~495582108~~87872t108 ~~1,763~~65 ~~50350~~ 50,~~350~~750 50,~~350~~750 ~~Motorola~~50,750 ~~Inc~~Applied Micro Circuits Corp. common ~~620076109~~03822w109 ~~737~~246 ~~51900~~52,100 5152,~~900~~100 5152,~~900~~100 ~~Williams~~Brocade ~~Companies,~~Communications ~~Inc.~~Systems common ~~969457100~~111621108 1916 52,~~245~~400 ~~52850~~ 52,~~850~~400 52,~~850~~400 ~~Mercury~~Nokia ~~Interactive~~Corporation common ~~589405109~~654902204 2764 52,~~090~~750 ~~55500 55~~52,~~500~~750 5552,~~500~~750 Marvel Technology Group Inc common G5876H105 21,~~503~~137 ~~57150~~57,150 57,150 57,150 Circuit City Stores, Inc. common 172737108 1,~~037~~078 ~~57500~~57,500 57,500 57,500 Best Buy Company, Inc. common 086516101 2,147 59,150 59,150 59,150 Ingram Micro, Inc. common 457153104 822 59,800 59,800 59,800 Sun Microsystems, Inc. common 866810104 305 60,900 60,900 60,900 Teradyne, Inc. common 880770102 1,439 61,250 61,250 61,250 Comcast Corp. Special CL-A (no common 200300200 1,~~879~~470 ~~59100~~62,750 5962,~~100~~750 5962,~~100~~750 ~~Yahoo!~~Amgen common 031162100 2,739 65,400 65,400 65,400 Corning, Inc. common ~~984332106~~219350105 1240 67,~~165~~700 ~~63050 63~~67,~~050~~700 6367,~~050~~700 ~~Applied~~Adobe ~~Micro~~System, ~~Circuits Corp~~Inc. common ~~03822w109~~00724f101 ~~514~~1,951 ~~64200~~68,450 6468,~~200~~450 6468,~~200~~450 Vishay Intertechnology, Inc. common 928298108 1,~~401~~516 ~~68900~~68,900 68,900 68,900 ~~Siebel~~Lucent ~~Software~~Technologies common 549463107 118 71,300 71,300 71,300 Celestica, Inc. common ~~826170102~~15101q108 21,~~483~~635 ~~76150~~72,000 72,000 72,000 KLA-Tencor Corp. common 482480100 3,354 76,~~150~~250 76,~~150~~250 ~~JDS~~76,250 ~~Uniphase~~Amazon.com ~~Corp~~common 023135106 1,277 78,600 78,600 78,600 Advanced Micro Devices common 007903107 790 81,250 81,250 81,250 Xilinx, Inc. common ~~46612j101~~983919101 ~~449~~1,885 ~~76200~~84,050 7684,050 84,050 Tellabs Inc. common 879664100 551 87,200 7687,200 ~~Check~~87,200 ~~Point~~Accenture ~~Software~~common ~~Technolog~~G1150G111 2,091 110,050 110,050 110,050 Intuit, Inc. common ~~m22465104~~461202103 25,~~402~~947 ~~79000~~119,600 79119,~~000~~600 79119,~~000~~600 LSI Logic Corporation common 502161102 1,093 124,900 124,900 124,900 Qualcomm, Inc. common 747525103 3,466 126,100 126,100 126,100 Integrated Device Technology I common 458118106 2,~~649~~355 ~~79700~~129,800 79129,800 129,800 Sprint Corp PCS Group common 852061506 617 138,050 138,050 138,050 Cadence Design Systems, Inc. common 127387108 2,335 144,850 144,850 144,850 Robert Half International, Inc common 770323103 3,448 148,000 148,000 148,000 Network Associates Inc. common 640938106 2,940 152,550 152,550 152,550 EMC Corporation common 268648102 1,167 154,600 154,600 154,600 Computer Sciences Corp. common 205363104 7,536 157,650 157,650 157,650 Micron Technology, Inc. common 595112103 3,275 161,950 161,950 161,950 BMC Software, Inc. common 055921100 2,763 166,450 166,450 166,450 Microsoft Corporation common 594918104 9,022 166,700 79166,700 ~~Accenture~~166,700 Novellus Systems, Inc. common ~~G1150G111~~670008101 5,964 175,400 175,400 175,400 ASM Lithography Holding NV common N07059111 2,~~143~~654 ~~80250~~175,500 80175,~~250~~500 80175,~~250~~500 ~~Computer~~Oracle ~~Associates~~Corporation common ~~204912109~~68389x105 1,~~795~~725 ~~82000~~182,200 82182,200 182,200 America Online, Inc. common 00184a105 2,716 184,650 184,650 184,650 PSi Technologies Holding Inc common 74438Q109 1,036 188,450 188,450 188,450 Lam Research Corporation common 512807108 3,768 209,550 209,550 209,550 Altera Corporation common 021441100 2,912 214,150 214,150 214,150 Hewlett Packard Co. common 428236103 3,343 218,766 218,766 218,766 Texas Instruments common 882508104 5,440 229,550 229,550 229,550 Sanmina SCI Corporation common 800907107 1,859 294,572 294,572 294,572 Intel Corporation common 458140100 6,583 360,300 360,300 360,300 ON Semiconductor Corp. common 783884109 760 368,800 368,800 368,800 Dell Computer common 247025109 9,958 380,950 380,950 380,950 Applied Materials, Inc. common 038222105 7,255 381,450 381,450 381,450 Flextronics International common Y2573F102 2,832 397,200 397,200 397,200 Cisco Systems, Inc. common 17275r102 6,199 444,350 444,350 444,350 Nortel Networks Corp (Holding common 656568102 793 547,000 82547,000 547,000 Taiwan Semiconductor Manufactu common 874039100 7,784 598,751 598,751 598,751 180,539 91

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 -------- -------- -------- -------- -------- -------- -------- -------- INVESTMENT SECURITY CLASS CUSIP VALUE SHARES DISCRETION OTHER VOTING OF (x $1,000) AMOUNT SHARED MANAGERS AUTHORITY SECURITIES OTHER Corning, Inc. common 219350105 635 83300 83,300 83,300 Staples, Inc. common 855030102 1,664 83350 83,350 83,350 Xilinx, Inc. common 983919101 3,350 84050 84,050 84,050 Scientific Atlanta, Inc. common 808655104 2,184 94550 94,550 94,550 KLA-Tencor Corp. common 482480100 6,327 95150 95,150 95,150 Brocade Communications Systems common 111621108 2,649 98100 98,100 98,100 Network Associates Inc. common 640938106 2,436 100650 100,650 100,650 Peregrine Systems, Inc. common 71366q101 1,050 110300 110,300 110,300 Technology Solutions Co. common 87872t108 199 113800 113,800 113,800 Intuit, Inc. common 461202103 4,588 119600 119,600 119,600 Nokia Corporation common 654902204 2,489 120000 120,000 120,000 LSI Logic Corporation common 502161102 2,185 128550 128,550 128,550 Sprint Corp PCS Group common 852061506 1,431 139050 139,050 139,050 ASM Lithography Holding NV common N07059111 3,632 143150 143,150 143,150 Cadence Design Systems, Inc. common 127387108 3,275 144850 144,850 144,850 Robert Half International, Inc common 770323103 4,351 147400 147,400 147,400 EMC Corporation common 268648102 1,827 153300 153,300 153,300 Microsoft Corporation common 594918104 9,378 155500 155,500 155,500 Computer Sciences Corp. common 205363104 7,970 157050 157,050 157,050 BMC Software, Inc. common 055921100 3,226 165850 165,850 165,850 Teradyne, Inc. common 880770102 6,693 169750 169,750 169,750 Nortel Networks Corp (Holding common 656568102 787 175350 175,350 175,350 Lucent Technologies common 549463107 830 175400 175,400 175,400 Oracle Corporation common 68389x105 2,314 180800 180,800 180,800 Lam Research Corporation common 512807108 5,417 184750 184,750 184,750 Novellus Systems, Inc. common 670008101 10,114 186850 186,850 186,850 PSi Technologies Holding Inc common 74438Q109 1,555 194400 194,400 194,400 Applied Materials, Inc. common 038222105 10,656 196350 196,350 196,350 Altera Corporation common 021441100 4,668 213450 213,450 213,450 America Online, Inc. common 00184a105 5,060 213950 213,950 213,950 ON Semiconductor Corp. common 783884109 1,010 240400 240,400 240,400 Texas Instruments common 882508104 8,404 253900 253,900 253,900 Gateway 2000, Inc common 367626108 1,629 257800 257,800 257,800 Sanmina SCI Corporation common 800907107 3,118 265372 265,372 265,372 Micron Technology, Inc. common 595112103 9,439 286900 286,900 286,900 Intel Corporation common 458140100 10,026 329700 329,700 329,700 Dell Computer common 247025109 9,915 379750 379,750 379,750 Flextronics International common Y2573F102 8,567 469400 469,400 469,400 Taiwan Semiconductor Manufactu common 874039100 10,234 493210 493,210 493,210 Cisco Systems, Inc. common 17275r102 8,424 497550 497,550 497,550 Compaq Computer Corporation common 204493100 5,696 545050 545,050 545,050 247,454 85

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