13F-HR 1 a2108222z13f-hr.txt 13F-HR FORM 13F - AIC ASSET MANAGEMENT, LLC 3/31/2003

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 380 4,900 4,900 4,900~~ Robert Half International, Inc common 770323103 ~~238~~196 14,750 14,750 14,750 ~~EBay~~International Business Machine common 459200101 384 4,900 ~~Inc~~4,900 4,900 STMicroelectronics NV common ~~278642103~~861012102 21,~~170~~040 3255,000 3255,000 3255,000 ~~Affiliated~~BMC ~~Computer~~Software, ~~Services~~Inc. C common ~~008190100~~055921100 1,~~930~~540 36102,~~650~~050 36102,~~650~~050 36102,~~650~~050 ~~KLA-Tencor~~Cisco ~~Corp~~Systems, Inc. common ~~482480100~~17275r102 1,~~500~~549 42120,~~400~~100 42120,~~400~~100 42120,~~400~~100 ~~CDW~~Oracle ~~Computer~~Corporation ~~Centers Inc.~~ common ~~125129106~~68389x105 21,~~188~~659 49152,900 49152,900 49152,900 ~~STMicroelectronics~~Analog NVDevices, Inc. common ~~861012102~~032654105 1,~~073~~931 5570,~~000~~200 5570,~~000~~200 5570,~~000~~200 ~~Novellus~~Micron ~~Systems~~Technology, Inc. common ~~670008101~~595112103 12,~~560~~071 55254,~~550~~400 55254,~~550~~400 55254,~~550~~400 Qualcomm, Inc. common 747525103 2,~~111~~091 58,000 58,000 58,000 Computer Sciences Corp. common 205363104 2,~~231~~108 64,750 64,750 64,750 ~~Intuit,~~Altera ~~Inc. common 461202103 3,205 68,300 68,300 68,300 Vishay Intertechnology, Inc. common 928298108 861 77,000 77,000 77,000 Microsoft~~ Corporation common ~~594918104~~021441100 42,~~087~~140 79158,050 79158,050 79158,050 ~~Best~~CDW ~~Buy~~Computer ~~Company,~~Centers Inc. common ~~086516101~~125129106 2,~~020~~154 8352,~~650~~800 8352,~~650~~800 8352,~~650~~800 ~~Cadence~~Taiwan ~~Design~~Semiconductor ~~Systems,~~Manufactu ~~Inc.~~ common ~~127387108~~874039100 12,~~114~~156 94315,~~500~~140 94315,~~500~~140 94315,~~500~~140 ~~Nokia~~KLA-Tencor ~~Corporation~~Corp. common ~~654902204~~482480100 12,~~521~~236 9862,~~100~~200 9862,~~100~~200 9862,~~100~~200 ~~BMC~~Best ~~Software,~~Buy ~~Inc. common 055921100 1~~Company,~~746~~ ~~102,050 102,050 102,050 Teradyne,~~ Inc. common ~~880770102~~086516101 12,~~469~~256 ~~112~~83,~~900~~650 ~~112~~83,~~900~~650 ~~112~~83,~~900~~650 ~~Xilinx,~~Network Associates Inc. common ~~983919101~~640938106 2,~~474~~303 ~~120~~166,~~100~~750 ~~120~~166,~~100~~750 ~~120~~166,~~100~~750 ~~Oracle~~Texas ~~Corporation~~Instruments common ~~68389x105~~882508104 12,~~333~~335 ~~123~~142,~~400~~650 ~~123~~142,~~400~~650 ~~123~~142,~~400~~650 ~~Applied Materials, Inc. common 038222105 1,749 134,200 134,200 134,200~~ Hewlett Packard Co. common 428236103 2,~~380~~350 ~~137~~151,100 ~~137~~151,100 ~~137~~151,100 ~~Texas~~Lam ~~Instruments~~Research Corporation common ~~882508104~~512807108 2,~~141~~463 ~~142~~216,~~650~~250 ~~142~~216,~~650~~250 ~~142~~216,~~650~~250 ~~Dell~~Affiliated Computer ~~common~~Services ~~247025109~~C ~~3,859~~common ~~144,300~~008190100 ~~144~~2,~~300~~490 ~~144~~56,~~300~~250 ~~Altera Corporation common 021441100 1~~56,~~828~~250 ~~148~~56,~~150~~250 ~~148~~Intuit,~~150~~ ~~148,150~~Inc. ~~ASM Lithography Holding NV~~ common ~~N07059111~~461202103 12,~~289~~719 ~~154~~73,~~150~~100 ~~154~~73,~~150~~100 ~~154~~73,~~150~~100 ~~Lam~~EBay, ~~Research~~Inc ~~Corporation~~ common ~~512807108~~278642103 12,~~725~~729 ~~159~~32,~~750~~000 ~~159~~32,~~750~~000 ~~159~~32,~~750~~000 ~~Micron Technology~~Xilinx, Inc. common ~~595112103~~983919101 12,~~571~~812 ~~161~~120,~~300~~100 ~~161~~120,~~300~~100 ~~161~~120,~~300~~100 ~~Network~~Novellus ~~Associates~~Systems, Inc. common ~~640938106~~670008101 2,~~683~~829 ~~166~~103,750 ~~166~~103,750 ~~166~~103,750 ~~LSI~~Intel ~~Logic~~ Corporation common ~~502161102~~458140100 ~~976~~2,843 ~~169~~174,~~100~~650 ~~169~~174,~~100~~650 ~~169~~174,~~100~~650 ~~Cisco~~Applied ~~Systems~~Materials, Inc. common ~~17275r102~~038222105 23,~~274~~025 ~~173~~240,~~600~~500 ~~173~~240,~~600~~500 ~~173~~240,~~600~~500 ~~Intel~~Flextronics ~~Corporation~~International common ~~458140100~~Y2573F102 23,~~719~~263 ~~174~~374,~~650~~150 ~~174~~374,~~650~~150 ~~174~~374,~~650~~150 ~~Taiwan~~Microsoft ~~Semiconductor~~Corporation ~~Manufactu~~ common ~~874039100~~594918104 23,~~222~~828 ~~315~~158,~~140~~100 ~~315~~158,~~140~~100 ~~315~~158,~~140~~100 ~~Flextronics~~Dell ~~International~~Computer common ~~Y2573F102~~247025109 3,~~064~~941 ~~374~~144,~~150~~300 ~~374~~144,~~150~~300 ~~374~~144,~~150~~300 65,~~691~~441 3429

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