13F-HR 1 a2102395z13f-hr.txt 13F-HR FORM 13F - AIC ASSET MANAGEMENT, LLC 12/31/02

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 -------- -------- -------- -------- ---------- -------- -------- -------- SECURITY CLASS CUSIP VALUE SHARES INVESTMENT DISCRETION OTHER VOTING OF (X $1,000) AMOUNT SHARED MANAGERS AUTHORITY SECURITIES OTHER International Business Machine common 459200101 ~~297~~380 54,~~100~~900 54,~~100~~900 54,~~100~~900 ~~Amgen~~Robert Half International, Inc common ~~031162100~~770323103 ~~279~~238 614,~~700~~750 614,~~700~~750 614,~~700~~750 ~~Macromedia~~EBay, Inc. common ~~556100105~~278642103 812,170 1032,~~450~~000 1032,~~450~~000 1032,~~450~~000 ~~NASDAQ~~Affiliated ~~100~~Computer ~~shares~~Services C common ~~631100104~~008190100 ~~219~~1,930 1036,~~550~~650 1036,~~550~~650 1036,~~550~~650 ~~Kulicke~~KLA-Tencor &Corp. ~~Soffa~~ common ~~501242101~~482480100 511,500 1642,~~850~~400 1642,~~850~~400 1642,~~850~~400 ~~PSi~~CDW ~~Technologies~~Computer ~~Holding~~Centers Inc. common ~~74438Q109~~125129106 222,188 1749,~~400~~900 1749,~~400~~900 1749,~~400~~900 ONSTMicroelectronics ~~Semiconductor~~NV ~~Corp.~~ common ~~783884109~~861012102 231,073 1855,~~150~~000 1855,~~150~~000 1855,~~150~~000 ~~Memc~~Novellus ~~Electronic~~Systems, ~~Materials~~Inc. common ~~552715104~~670008101 651,560 1955,550 1955,550 1955,550 ~~Cirrus Logic~~Qualcomm, Inc. common ~~172755100~~747525103 542,111 2158,000 2158,000 2158,000 ~~Atmel~~Computer ~~Corporation~~Sciences Corp. common ~~049513104~~205363104 252,231 2364,~~400~~750 2364,~~400~~750 2364,~~400~~750 ~~Expedia~~Intuit, Inc. common ~~302125109~~461202103 13,~~190~~205 2368,~~500~~300 2368,~~500~~300 2368,~~500~~300 ~~Technology~~Vishay ~~Solutions~~Intertechnology, CoInc. common ~~87872t108~~928298108 28861 3377,~~150~~000 3377,~~150~~000 3377,~~150~~000 ~~Affiliated~~Microsoft ~~Computer~~Corporation ~~Services C~~ common ~~008190100~~594918104 14,~~559~~087 3679,~~650~~050 3679,~~650~~050 3679,~~650~~050 ~~Xilinx~~Best Buy Company, Inc. common ~~983919101~~086516101 ~~668~~2,020 4283,~~150~~650 4283,~~150~~650 4283,~~150~~650 ~~CDW~~Cadence ~~Computer~~Design ~~Centers~~Systems, Inc. common ~~125129106~~127387108 1,~~940~~114 4594,~~800~~500 4594,~~800~~500 4594,~~800~~500 ~~Marvel~~Nokia ~~Technology~~Corporation ~~Group Inc~~ common ~~G5876H105~~654902204 ~~906~~1,521 5798,~~150~~100 5798,~~150~~100 5798,~~150~~100 ~~Novellus~~BMC ~~Systems~~Software, Inc. common ~~670008101~~055921100 1,~~222~~746 58102,~~700~~050 58102,~~700~~050 58102,~~700~~050 ~~Nortel~~Teradyne, ~~Networks~~Inc. ~~Corp (Holding~~ common ~~656568102~~880770102 321,469 59112,~~300~~900 59112,~~300~~900 59112,~~300~~900 ~~Qualcomm~~Xilinx, Inc. common ~~747525103~~983919101 12,~~730~~474 62120,~~650~~100 62120,~~650~~100 62120,~~650~~100 ~~Computer~~Oracle ~~Sciences~~Corporation ~~Corp.~~ common ~~205363104~~68389x105 1,~~794~~333 64123,~~550~~400 64123,~~550~~400 64123,~~550~~400 ~~Vishay~~Applied ~~Intertechnology~~Materials, Inc. common ~~928298108~~038222105 ~~620~~1,749 70134,~~400~~200 70134,~~400~~200 70134,~~400~~200 ~~Cadence~~Hewlett ~~Design~~Packard ~~Systems, Inc~~Co. common ~~127387108~~428236103 ~~721~~2,380 70137,~~900~~100 70137,~~900~~100 70137,~~900~~100 ~~Veritas~~Texas ~~Software~~Instruments common ~~923436109~~882508104 12,~~044~~141 71142,~~000~~650 71142,~~000~~650 71142,~~000~~650 ~~Intuit,~~Dell ~~Inc.~~Computer common ~~461202103~~247025109 3,~~285~~859 72144,~~150~~300 72144,~~150~~300 72144,~~150~~300 ~~Hewlett~~Altera ~~Packard~~Corporation ~~Co.~~ common ~~428236103~~021441100 ~~855~~1,828 73148,~~300~~150 73148,~~300~~150 73148,~~300~~150 ~~Integrated~~ASM ~~Device~~Lithography ~~Technology~~Holding INV common ~~458118106~~N07059111 ~~832~~1,289 79154,~~700~~150 79154,~~700~~150 79154,~~700~~150 ~~Accenture~~Lam Research Corporation common ~~G1150G111~~512807108 1,~~146~~725 80159,~~250~~750 80159,~~250~~750 80159,~~250~~750 ~~Celestica~~Micron Technology, Inc. common ~~15101q108~~595112103 1,~~082~~571 82161,~~600~~300 82161,~~600~~300 82161,~~600~~300 ~~Microsoft~~Network ~~Corporation~~Associates Inc. common ~~594918104~~640938106 32,~~690~~683 84166,~~450~~750 84166,~~450~~750 84166,~~450~~750 ~~Best~~LSI ~~Buy~~Logic ~~Company,~~Corporation ~~Inc.~~ common ~~086516101~~502161102 ~~1,947~~976 87169,~~250~~100 87169,~~250~~100 87169,~~250~~100 ~~BMC~~Cisco ~~Software~~Systems, Inc. common ~~055921100~~17275r102 12,~~186~~274 90173,~~750~~600 90173,~~750~~600 90173,~~750~~600 ~~Altera~~Intel Corporation common ~~021441100~~458140100 ~~833~~2,719 96174,~~100~~650 96174,~~100~~650 96174,~~100~~650 ~~Nokia~~Taiwan ~~Corporation~~Semiconductor Manufactu common ~~654902204~~874039100 12,~~379~~222 ~~104~~315,~~050~~140 ~~104~~315,~~050~~140 ~~104~~315,~~050~~140 Flextronics International common Y2573F102 3,064 374,150 374,150 374,150 65,691 34

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 -------- -------- -------- -------- -------- -------- -------- -------- SECURITY CLASS CUSIP VALUE SHARES INVESTMENT DISCRETION OTHER VOTING OF (X $1,000) AMOUNT SHARED MANAGERS AUTHORITY SECURITIES OTHER Texas Instruments common 882508104 1,591 107,750 107,750 107,750 Oracle Corporation common 68389x105 934 118,850 118,850 118,850 Applied Materials, Inc. common 038222105 1,629 141,000 141,000 141,000 Micron Technology, Inc. common 595112103 1,768 142,900 142,900 142,900 Dell Computer common 247025109 3,558 151,350 151,350 151,350 Network Associates Inc. common 640938106 1,622 152,550 152,550 152,550 ASM Lithography Holding NV common N07059111 1,016 164,200 164,200 164,200 Lam Research Corporation common 512807108 1,472 165,350 165,350 165,350 LSI Logic Corporation common 502161102 1,102 173,550 173,550 173,550 Intel Corporation common 458140100 2,491 179,350 179,350 179,350 Cisco Systems, Inc. common 17275r102 1,942 185,300 185,300 185,300 Taiwan Semiconductor Manufactu common 874039100 1,337 210,540 210,540 210,540 Flextronics International common Y2573F102 1,710 245,300 245,300 245,300 52,977 46

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