13F-HR 1 a2121072z13f-hr.txt 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 2003 Check here if Amendment / /; Amendment Number: --------- This Amendment(Check only one): / / is a restatement / / adds new holdings entries Institutional Investment Manager Filing this Report: Name: Firsthand Capital Management, Inc. Address: 125 South Market Suite 1200 San Jose, California 95113 Form 13F File Number: 28-04505 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: Kevin M. Landis Title: President Phone: (408) 294-2200 Signature, Place, and Date of Signing /s/ Kevin Landis San Jose, California 10/24/03 ------------------------------- -------------------- ----------- [Signature] [City, State] [Date] 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 are reported 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 reporting manager(s).) FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 -------------------- Form 13F Information Table Entry Total: 164 -------------------- Form 13F Information Table Value Total: $ 1,126,784 -------------------- (thousands) 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. NONE FIRSTHAND CAPITAL MANAGEMENT, INC. FORM 13F AS OF 09/30/03

----------------------------- ---------------- --------- --------- ----------------------- ------------ ------------------------------- VALUE SHARES/ SH/ PUT/ INVESTMENT ~~OTHER~~ NAME OF ISSUER TITLE OF CLASS CUSIP (Xx$1000) PRN AMT PRN CALL DISCRETION ~~MANAGERS~~ ----------------------------- ---------------- --------- --------- --------- ----- ------ ------------ ---------------------------------- SanDisk Corp. Common Stock 80004C101 $ 5687,~~783~~488 1,~~364~~373,~~310~~465 SH SOLE ~~Raytheon~~Lexar CoMedia, Inc. Common Stock ~~755111507~~52886P104 $ 3738,~~633~~673 12,~~131~~266,~~814~~900 SH SOLE Corning, Inc. Common Stock 219350105 $ 35,698 3,791,798 SH SOLE Zoran Corp. Common Stock 98975F101 $ 33,~~229~~067 1,689,~~412~~682 SH SOLE ~~Corning~~Comverse Technology, Inc. Common Stock ~~219350105~~205862402 $ 2732,~~945~~673 32,~~745~~182,~~912~~585 SH SOLE ~~UTStarcom~~Electronic Arts, Inc. Common Stock ~~918076100~~285512109 $ 2732,~~210~~468 ~~768~~352,~~200~~455 SH SOLE ~~Legato~~Raytheon ~~Systems, Inc~~Co. Common Stock ~~524651106~~755111507 $ 2432,~~285~~000 21,~~925~~143,~~900~~488 SH SOLE Western Digital Corp. Common Stock 958102105 $ 2326,~~542~~058 12,~~980~~021,~~000~~600 SH SOLE ~~Lexar~~Cisco ~~Media~~Systems, Inc. Common Stock ~~52886P104~~17275R102 $ 2224,~~451~~625 21,~~316~~257,~~900~~720 SH SOLE ~~Concord Communications~~UTStarcom, Inc. Common Stock ~~206186108~~918076100 $ 1924,~~260~~435 1768,~~328,300~~400 SH SOLE Adobe Systems, Inc. Common Stock 00724F101 $ 1923,~~170~~292 ~~584~~591,~~107~~669 SH SOLE ~~Applied~~Anaren, ~~Micro Circuits Corp~~Inc. Common Stock ~~03822W109~~032744104 $ 1720,~~747~~720 21,~~899~~622,~~900~~520 SH SOLE ~~Comverse Technology~~Websense, Inc. Common Stock ~~205862402~~947684106 $ 1520,~~941~~546 1960,~~061,295~~990 SH SOLE STMicroelectronics N.V. - ADR Common Stock 861012102 $ 1520,~~932~~442 ~~760~~849,~~850~~975 SH SOLE ~~Anaren~~Motorola, Inc. Common Stock ~~032744104~~620076109 $ 1520,~~800~~337 1,~~622~~699,~~200~~000 SH SOLE ~~Motorola~~Wind River Systems, Inc. Common Stock ~~620076109~~973149107 $ 1519,~~699~~771 13,~~699~~476,~~000~~557 SH SOLE ~~PMC-Sierra~~CACI International, Inc. - A Common Stock ~~69344F106~~127190304 $ 1519,~~535~~261 1449,~~305,490~~500 SH SOLE Stratex Networks, Inc. Common Stock 86279T109 $ 1418,~~773~~714 4,859,591 SH SOLE ~~Websense~~Concord Communications, Inc. Common Stock ~~947684106~~206186108 $ 1417,~~729~~321 ~~960~~1,~~800~~328,300 SH SOLE ~~Wind River Systems~~PMC-Sierra, Inc. Common Stock ~~973149107~~69344F106 $ 1316,~~903~~563 31,~~592~~255,~~391~~700 SH SOLE Aeroflex, Inc. Common Stock 007768104 $ 1316,~~533~~076 1,826,~~290~~770 SH SOLE ~~Enterasys Networks~~Tekelec, Inc. Common Stock ~~293637104~~879101103 $ 1314,~~414~~661 4934,~~218,200~~400 SH SOLE ~~NetScreen~~Hyperion ~~Technologies,~~Solutions ~~Inc.~~ Common Stock ~~64117V107~~44914M104 $ 1214,~~839~~493 ~~551~~499,~~035~~600 SH SOLE ~~eBay,~~Applied ~~Inc~~Micro Circuits Corp. Common Stock ~~278642103~~03822W109 $ 1214,~~273~~094 ~~115~~2,~~135~~899,900 SH SOLE ~~Tekelec~~L-3 Communications Holdings, Inc. Common Stock ~~879101103~~502424104 $ 1013,~~596~~840 ~~934~~320,~~400~~000 SH SOLE TriQuint Semiconductor, Inc. Common Stock 89674K103 $ 913,~~577~~229 2,341,500 SH SOLE ~~SunGard~~Roxio, ~~Data~~Inc. Common Stock 780008108 $ 12,984 1,495,810 SH SOLE NetScreen Technologies, Inc. Common Stock 64117V107 $ 12,257 551,385 SH SOLE FLIR Systems, Inc. Common Stock ~~867363103~~302445101 $ 911,~~360~~963 ~~365~~470,~~200~~600 SH SOLE Marvell Technology Group Ltd. Common Stock G5876H105 $ 11,334 300,000 SH SOLE Skyworks Solutions, Inc. Common Stock 83088M102 $ 811,~~480~~304 1,~~241~~242,~~645~~240 SH SOLE ~~Powerwave~~Taiwan ~~Technologies~~Semiconductor Manufacturing Co. - ADR ADR 874039100 $ 10,893 1,007,840 SH SOLE Harris Corp. Common Stock 413875105 $ 10,737 300,000 SH SOLE eBay, Inc. Common Stock ~~739363109~~278642103 $ 810,~~307~~288 1192,~~310~~150 SH SOLE Anteon Corp Common Stock 03674E108 $ 10,~~520~~178 332,600 SH SOLE ~~FLIR~~Cree, ~~Systems~~Inc. Common Stock 225447101 $ 10,036 541,900 SH SOLE Intrado, Inc. Common Stock ~~302445101~~46117A100 $ 89,~~188~~514 ~~270~~417,~~600~~635 SH SOLE ~~SAP~~Enterasys AGNetworks, -Inc. ~~ADR~~Common ~~ADR~~Stock ~~803054204~~293637104 $ 89,~~169~~398 ~~283~~2,~~140~~349,500 SH SOLE ~~Kopin~~TranSwitch Corp. Common Stock ~~500600101~~894065101 $ 89,~~149~~159 13,~~277~~693,~~325~~000 SH SOLE ~~Taiwan~~SAP ~~Semiconductor~~AG ~~Manufacturing Co.~~ - ADR ADR ~~874039100~~803054204 $ 89,~~138~~066 ~~782~~298,~~476~~575 SH SOLE ~~GlobespanVirata~~SunGard Data Systems, Inc. Common Stock ~~37957V106~~867363103 $ 8,~~131~~945 1340,~~010,~~000 SH SOLE ~~AOL~~Powerwave ~~Time Warner~~Technologies, Inc. Common Stock ~~00184A105~~739363109 $ 78,~~752~~704 ~~480~~1,~~895~~310,875 SH SOLE ~~McData~~Kopin Corp. Common Stock ~~580031102~~500600101 $ 7,~~351~~839 ~~521~~1,~~350~~137,720 SH SOLE ~~PerkinElmer~~@ Road, Inc. Common Stock ~~714046109~~04648K105 $ 7,~~324~~674 ~~535~~574,~~000~~800 SH SOLE ~~Electronic~~Time ~~Arts~~Warner, Inc. Common Stock ~~285512109~~887317105 $ 7,~~261~~634 96506,~~175~~550 SH SOLE ~~Intrado,~~Symantec ~~Inc~~Corp. Common Stock ~~46117A100~~871503108 $ 67,~~645~~597 ~~417~~120,~~430~~435 SH SOLE ~~Herley~~BEA ~~Industries~~Systems, Inc. Common Stock ~~427398102~~073325102 $ 67,~~450~~272 ~~372~~605,~~400~~162 SH SOLE Microsoft Corp. Common Stock 594918104 $ 67,~~447~~144 ~~246~~257,~~532~~554 SH SOLE @Flextronics ~~Road~~International, ~~Inc~~Ltd. Common Stock ~~04648K105~~Y2573F102 $ 6,~~386~~862 ~~574~~483,~~800~~982 SH SOLE ~~Progress~~SpectraLink ~~Software~~ Corp. Common Stock ~~743312100~~847580107 $ 6,~~225~~667 ~~300~~356,~~000~~700 SH SOLE ~~Oracle~~Herley ~~Corp~~Industries, Inc. Common Stock ~~68389X105~~427398102 $ 56,~~907~~517 ~~479~~372,~~112~~400 SH SOLE ~~TranSwitch~~Progress Software Corp. Common Stock ~~894065101~~743312100 $ 56,~~650~~489 3300,~~693,~~000 SH SOLE ~~BEA~~Magma ~~Systems~~Design Automation, Inc. Common Stock ~~073325102~~559181102 $ 56,~~644~~207 ~~519~~316,~~669~~664 SH SOLE ~~Agilent~~McData Corp. Common Stock 580031102 $ 6,149 521,560 SH SOLE ATI Technologies, Inc. Common Stock ~~00846U101~~001941103 $ 56,~~608~~067 ~~281~~408,~~660~~300 SH SOLE ~~EMC~~Intel Corp. Common Stock ~~268648102~~458140100 $ 5,~~574~~694 ~~527~~207,~~834~~560 SH SOLE ~~L-3~~Oracle ~~Communications Holdings, Inc~~Corp. Common Stock ~~502424104~~68389X105 $ 5,~~364~~664 ~~120~~504,~~000~~914 SH SOLE Altera Corp. Common Stock 021441100 $ 5,~~142~~567 ~~304~~294,~~066~~762 SH SOLE ~~Symantec~~Business ~~Corp.~~Objects ~~Common~~SA ~~Stock~~- ~~871503108~~ADR ADR 12328X107 $ 5,~~136~~467 ~~116~~219,~~025~~480 SH SOLE ~~Magma Design Automation~~QUALCOMM, Inc. Common Stock ~~559181102~~747525103 $ 45,~~902~~269 ~~293~~126,~~679~~793 SH SOLE Texas Instruments, Inc. Common Stock 882508104 $ 45,~~822~~169 ~~273~~227,~~672~~409 SH SOLE ~~Flextronics International~~PerkinElmer, ~~Ltd~~Inc. Common Stock ~~Y2573F102~~714046109 $ 45,~~694~~129 ~~454~~335,~~011~~000 SH SOLE ~~Business~~TeleCommunication ~~Objects~~Systems, SAInc. - ~~ADR~~A ~~ADR~~Common ~~12328X107~~Stock 87929J103 $ 45,~~480~~068 ~~211~~1,~~415~~181,245 SH SOLE ~~ATI~~Agilent Technologies, Inc. Common Stock ~~001941103~~00846U101 $ 4,~~381~~942 ~~408~~224,~~300~~234 SH SOLE Documentum, Inc. Common Stock 256159104 $ 4,~~381~~804 225,000 SH SOLE ~~Amdocs~~Xilinx, ~~Ltd~~Inc. Common Stock ~~G02602103~~983919101 $ 4,~~310~~724 ~~178~~166,~~930~~656 SH SOLE ~~QUALCOMM,~~Electronics ~~Inc.~~For Imaging Common Stock ~~747525103~~286082102 $ 4,~~298~~666 ~~119~~200,~~259~~000 SH SOLE ~~Intel~~InterActiveCorp ~~Corp.~~ Common Stock ~~458140100~~45840Q101 $ 4,~~168~~542 ~~194~~137,~~690~~296 SH SOLE ~~Xilinx~~REMEC, Inc. Common Stock ~~983919101~~759543101 $ 4,~~098~~488 ~~156~~440,~~348~~000 SH SOLE ~~Genesis Microchip~~ChipPAC, Inc. Common Stock ~~37184C103~~169657103 $ 4,~~004~~264 ~~280~~725,~~800~~282 SH SOLE Celeritek, Inc. Common Stock 150926103 $ 34,~~854~~230 522,200 SH SOLE Amdocs, Ltd. Common Stock G02602103 $ 4,092 218,130 SH SOLE Nokia Corp. - ADR ADR 654902204 $ 3,~~805~~824 ~~230~~245,~~635~~895 SH SOLE ~~Anteon~~CIENA Corp. Common Stock ~~03674E108~~171779101 $ 3,~~718~~781 ~~132~~645,~~600~~200 SH SOLE ~~ChipPAC,~~Pixar ~~Inc.~~ Common Stock ~~169657103~~725811103 $ 3,~~698~~692 ~~497~~55,~~681~~570 SH SOLE ~~SpectraLink~~Concurrent Computer Corp. Common Stock ~~847580107~~206710204 $ 3,~~503~~670 ~~356~~968,~~700~~400 SH SOLE Cox Communications, Inc. - A Common Stock 224044107 $ 3,~~433~~623 ~~107~~114,~~800~~835 SH SOLE ~~CIENA~~EMC Corp. Common Stock ~~171779101~~268648102 $ 3,~~407~~549 ~~645~~281,~~200~~861 SH SOLE ~~Riverstone Networks~~Netflix, Inc. Common Stock ~~769320102~~64110L106 $ 3,~~347~~440 2102,~~554,983~~500 SH SOLE ~~TeleCommunication Systems~~Alvarion, ~~Inc~~Ltd. ~~- A~~ Common Stock ~~87929J103~~M0861T100 $ 3,~~320~~309 1516,~~430,250~~200 SH SOLE ~~Pixar~~OmniVision ~~Common Stock 725811103 $ 3~~Technologies,~~154~~ ~~52,125 SH SOLE REMEC,~~ Inc. Common Stock ~~759543101~~682128103 $ 3,~~080~~187 ~~440~~75,~~000~~500 SH SOLE ~~Roxio~~Applied Materials, Inc. Common Stock ~~780008108~~038222105 $ 23,~~903~~049 ~~469~~168,~~795~~652 SH SOLE ~~Microtune~~PDF Solutions, Inc. Common Stock ~~59514P109~~693282105 $ 23,~~868~~049 ~~922~~271,~~275~~040 SH SOLE ~~ARM~~ASML ~~Holdings~~Holding ~~plc-~~N.V. ~~ADR~~Common ~~ADR~~Stock ~~042068106~~N07059111 $ 2,~~713~~947 ~~775~~225,~~160~~082 SH SOLE ~~Concurrent~~Mercury ~~Computer~~Interactive Corp. Common Stock ~~206710204~~589405109 $ 2,~~615~~859 ~~968~~62,~~400~~700 SH SOLE ~~Applied Materials~~ViaSat, Inc. Common Stock ~~038222105~~92552V100 $ 2,~~560~~753 ~~158~~154,~~242~~300 SH SOLE ~~Verint Systems~~Microtune, Inc. Common Stock ~~92343X100~~59514P109 $ 2,~~500~~693 96922,~~200~~275 SH SOLE ~~ActivCARD~~KLA-Tencor Corp. Common Stock ~~00506J107~~482480100 $ 2,~~385~~639 ~~260~~51,~~120~~298 SH SOLE ~~Liberty~~Amazon.com, ~~Media Corp~~Inc. ~~- A~~ Common Stock ~~530718105~~023135106 $ 2,~~252~~422 ~~195~~50,~~864~~000 SH SOLE ~~KLA-Tencor~~Macromedia, ~~Corp~~Inc. Common Stock ~~482480100~~556100105 $ 2,~~250~~420 4898,~~024~~900 SH SOLE ~~Raindance~~Liberty ~~Communications,~~Media ~~Inc~~Corp. - A Common Stock ~~75086X106~~530718105 $ 2,~~246~~352 ~~892~~235,~~190~~864 SH SOLE ~~ViaSat~~Agere Systems, Inc. - A Common Stock ~~92552V100~~00845V100 $ 2,~~123~~342 ~~154~~762,~~300~~870 SH SOLE ~~ASML~~Teledyne ~~Holding~~Technologies, NInc.V. Common Stock ~~N07059111~~879360105 $ 2,~~119~~166 ~~215~~148,~~315~~900 SH SOLE ~~PEC~~ActivCard ~~Solutions, Inc~~Corp. Common Stock ~~705107100~~00506J107 $ 2,~~089~~132 ~~127~~260,~~525~~915 SH SOLE ~~Three-Five~~Monolithic ~~Systems~~System Technology, Inc. Common Stock ~~88554L108~~609842109 $ 2,~~070~~102 ~~300~~249,~~000~~630 SH SOLE ~~Macromedia,~~Finisar ~~Inc~~Corp. Common Stock ~~556100105~~31787A101 $ 2,~~065~~091 98913,~~900~~170 SH SOLE ~~Alvarion~~Avici Systems, ~~Ltd~~Inc. Common Stock ~~M0861T100~~05367L802 $ 2,~~065~~064 ~~516~~330,~~200~~800 SH SOLE ~~Artisan~~Verint ~~Components~~Systems, Inc. Common Stock ~~042923102~~92343X100 $ 12,~~929~~060 8596,~~775~~200 SH SOLE ~~Amazon.com~~Teradyne, Inc. Common Stock ~~023135106~~880770102 $ 1,~~863~~944 50104,~~000~~833 SH SOLE ----------------------------- ---------------------------------------------------------------------- VOTING AUTHORITY OTHER -------------------------------------- NAME OF ISSUER MANAGERS SOLE SHARED NONE ----------------------------- ---------- -------- ---------------------------------------------------- SanDisk Corp. 1,~~363~~373,~~850~~005 460 ~~Raytheon~~Lexar CoMedia, Inc. 12,~~131~~266,~~170~~900 ~~644~~Corning, Inc. 3,789,637 2161 Zoran Corp. 1,689,~~412~~682 ~~Corning~~Comverse Technology, Inc. 32,~~743~~182,~~670~~585 ~~2242~~Electronic ~~UTStarcom~~Arts, Inc. ~~768~~352,~~200~~225 ~~Legato~~230 ~~Systems,~~Raytheon ~~Inc~~Co. 21,~~925~~142,~~900~~844 644 Western Digital Corp. 12,~~980~~021,~~000~~600 ~~Lexar~~Cisco ~~Media~~Systems, Inc. 21,~~316~~257,~~900~~015 ~~Concord~~705 ~~Communications~~UTStarcom, Inc. 1768,~~328,300~~400 Adobe Systems, Inc. ~~583~~591,~~745~~307 362 ~~Applied~~Anaren, ~~Micro Circuits Corp~~Inc. 21,~~899~~622,~~900~~520 ~~Comverse Technology~~Websense, Inc. 1960,~~061,295~~990 STMicroelectronics N.V. - ADR ~~760~~849,~~850~~975 ~~Anaren~~Motorola, Inc. 1,~~622~~699,~~200~~000 ~~Motorola~~Wind River Systems, Inc. 13,~~699~~474,~~000~~771 ~~PMC-Sierra~~1786 CACI International, Inc. ~~1,305,330~~- ~~160~~A 449,500 Stratex Networks, Inc. 4,859,591 ~~Websense~~Concord Communications, Inc. ~~960~~1,~~800~~328,300 ~~Wind River Systems~~PMC-Sierra, Inc. 31,~~590~~255,~~445~~700 ~~1946~~ Aeroflex, Inc. 1,826,~~290~~770 ~~Enterasys Networks~~Tekelec, Inc. 4934,~~218,200~~400 ~~NetScreen~~Hyperion ~~Technologies~~Solutions 499,600 ~~Inc.~~Applied ~~551,035~~Micro ~~eBay,~~Circuits ~~Inc~~Corp. ~~114~~2,~~880~~899,900 ~~255~~L-3 ~~Tekelec~~Communications Holdings, Inc. ~~934~~320,~~400~~000 TriQuint Semiconductor, Inc. 2,341,500 ~~SunGard Data Systems~~Roxio, Inc. ~~365,200 Skyworks Solutions, Inc.~~ 1,~~241~~495,~~645~~810 ~~Powerwave~~NetScreen Technologies, Inc. 1551,~~310,520~~385 FLIR Systems, Inc. ~~270~~470,600 ~~SAP~~Marvell AGTechnology -Group ~~ADR~~Ltd. ~~282~~300,~~680~~000 ~~460~~Skyworks ~~Kopin~~Solutions, ~~Corp~~Inc. 1,~~277~~242,~~325~~240 Taiwan Semiconductor Manufacturing Co. - ADR ~~780~~1,~~416~~005,783 ~~2060~~2057 ~~GlobespanVirata,~~Harris ~~Inc~~Corp. 1300,~~010,~~000 ~~AOL Time Warner~~eBay, Inc. ~~479~~191,~~605~~795 ~~1290~~355 ~~McData~~Anteon Corp 332,600 Cree, Inc. ~~521~~541,~~350~~900 ~~PerkinElmer~~Intrado, Inc. ~~535~~417,~~000~~635 ~~Electronic~~Enterasys ~~Arts~~Networks, Inc. 952,~~945~~349,500 ~~230~~TranSwitch ~~Intrado~~Corp. 3,693,000 SAP AG - ADR 298,115 460 SunGard Data Systems, Inc. ~~417~~340,~~430~~000 ~~Herley~~Powerwave ~~Industries~~Technologies, Inc. ~~372~~1,~~400~~310,875 ~~Microsoft~~Kopin Corp. ~~245~~1,~~970~~137,720 ~~562~~ @ Road, Inc. 574,800 ~~Progress~~Time ~~Software Corp. 300~~Warner,~~000~~ ~~Oracle Corp~~Inc. ~~477~~505,~~450~~260 ~~1662~~1290 ~~TranSwitch~~Symantec Corp. 3120,~~693,000~~225 210 BEA Systems, Inc. ~~518~~603,~~450~~951 ~~1219~~1211 ~~Agilent~~Microsoft ~~Technologies, Inc~~Corp. ~~280~~256,~~736~~992 ~~924~~562 ~~EMC~~Flextronics ~~Corp~~International, Ltd. ~~526~~482,~~105~~531 ~~1729~~1451 ~~L-3~~SpectraLink ~~Communications~~Corp. ~~Holdings~~356,700 ~~Inc.~~Herley ~~120~~Industries,~~000~~ ~~Altera Corp~~Inc. ~~303~~372,~~390~~400 ~~676~~Progress ~~Symantec~~Software Corp. ~~115~~300,~~815~~000 ~~210~~ Magma Design Automation, Inc. ~~293~~316,~~679~~664 ~~Texas~~McData ~~Instruments~~Corp. 521,560 ATI Technologies, Inc. ~~272~~408,~~770~~300 ~~902~~Intel ~~Flextronics~~Corp. ~~International~~206,920 ~~Ltd~~640 Oracle Corp. ~~452~~503,~~560~~487 ~~1451~~1427 Altera Corp. 294,086 676 Business Objects SA - ADR ~~210~~219,~~985~~050 430 ~~ATI~~QUALCOMM, ~~Technologies~~Inc. 126,439 354 Texas Instruments, Inc. ~~408~~226,~~300~~697 ~~Documentum~~712 PerkinElmer, Inc. ~~225~~335,000 ~~Amdocs~~TeleCommunication Systems, ~~Ltd~~Inc. ~~178~~- A 1,~~460~~181,245 ~~470~~Agilent ~~QUALCOMM~~Technologies, Inc. ~~118~~223,~~905~~510 ~~354~~724 ~~Intel~~Documentum, ~~Corp~~Inc. ~~194~~225,~~050~~000 ~~640~~ Xilinx, Inc. ~~155~~166,~~855~~168 ~~493~~488 ~~Genesis~~Electronics ~~Microchip~~For Imaging 200,000 InterActiveCorp 136,880 416 REMEC, Inc. ~~280~~440,~~800~~000 ChipPAC, Inc. 723,996 1286 Celeritek, Inc. 522,200 Amdocs, Ltd. 217,660 470 Nokia Corp. - ADR ~~229~~245,~~860~~120 775 ~~Anteon~~CIENA Corp. ~~132~~645,~~600~~200 ~~ChipPAC,~~Pixar ~~Inc. 496~~55,~~395~~400 ~~1286~~170 ~~SpectraLink~~Concurrent Computer Corp. ~~356~~968,~~700~~400 Cox Communications, Inc. - A ~~107~~114,~~540~~575 260 ~~CIENA~~EMC Corp. ~~645~~281,~~200~~008 ~~Riverstone~~853 ~~Networks~~Netflix, Inc. 2102,~~554,983~~500 ~~TeleCommunication Systems~~Alvarion, ~~Inc~~Ltd. -516,200 AOmniVision 1Technologies,~~430,250~~ ~~Pixar~~Inc. 5175,~~955~~500 ~~170~~Applied ~~REMEC~~Materials, Inc. ~~440~~168,~~000~~192 ~~Roxio~~460 PDF Solutions, Inc. ~~469~~271,~~795~~040 ~~Microtune,~~ASML ~~Inc~~Holding N.V. ~~922~~224,~~275~~650 ~~ARM~~432 ~~Holdings~~Mercury ~~plc-~~Interactive ~~ADR~~Corp. ~~775~~62,~~160~~700 ~~Concurrent~~ViaSat, ~~Computer Corp~~Inc. ~~968~~154,~~400~~300 ~~Applied Materials~~Microtune, Inc. ~~157~~922,~~782~~275 ~~460~~KLA-Tencor ~~Verint~~Corp. ~~Systems~~51,139 159 Amazon.com, Inc. 9650,~~200~~000 ~~ActivCARD~~Macromedia, ~~Corp~~Inc. ~~260~~98,~~120~~900 Liberty Media Corp. - A ~~195~~235,864 ~~KLA-Tencor~~Agere ~~Corp. 47~~Systems,~~865~~ ~~159~~Inc. ~~Raindance~~- ~~Communications~~A 762,870 ~~Inc.~~Teledyne ~~892~~Technologies,~~190~~ ~~ViaSat,~~ Inc. ~~154~~148,~~300~~900 ~~ASML~~ActivCard ~~Holding N~~Corp.V. ~~214~~260,~~883~~915 ~~432~~Monolithic ~~PEC~~System ~~Solutions~~Technology, Inc. ~~127~~249,~~525~~630 ~~Three-Five~~Finisar ~~Systems, Inc~~Corp. ~~300~~913,~~000~~170 ~~Macromedia~~Avici Systems, Inc. 98330,~~900~~800 ~~Alvarion,~~Verint ~~Ltd. 516~~Systems,~~200~~ ~~Artisan Components,~~ Inc. 8596,~~775~~200 ~~Amazon.com~~Teradyne, Inc. 50104,~~000~~499 334

Concord EFS, Inc. Common Stock 206197105 $ 1,914 140,000 SH SOLE PEC Solutions, Inc. Common Stock 705107100 $ 1,887 127,870 SH SOLE Microvision, Inc. Common Stock 594960106 $ 1,841 232,170 SH SOLE Cognos, Inc. Common Stock 19244C109 $ 1,833 59,100 SH SOLE CNET Networks, Inc. Common Stock 12613R104 $ 1,798 255,400 SH SOLE Amkor Technology, Inc. Common Stock 031652100 $ 1,783 125,500 SH SOLE Yahoo!, Inc. Common Stock 984332106 $ 1,770 50,000 SH SOLE Drugstore.com, Inc. Common Stock 262241102 $ 1,704 222,700 SH SOLE Sealed Air Corp. Common Stock 81211K100 $ 1,675 35,460 SH SOLE Three-Five Systems, Inc. Common Stock 88554L108 $ 1,653 300,000 SH SOLE VeriSign, Inc. Common Stock 92343E102 $ 1,649 122,500 SH SOLE Drexler Technology Corp Common Stock 261876106 $ 1,646 117,425 SH SOLE Cognizant Tech Solutions Corp. Common Stock 192446102 $ 1,641 45,000 SH SOLE Riverstone Networks, Inc. Common Stock 769320102 $ 1,622 2,554,983 SH SOLE Manhattan Associates, Inc. Common Stock 562750109 $ 1,553 59,900 SH SOLE Raindance Communications, Inc. Common Stock 75086X106 $ 1,524 552,025 SH SOLE Leapfrog Enterprises, Inc. Common Stock 52186N106 $ 1,520 40,000 SH SOLE Take-Two Interactive Software Inc Common Stock 874054109 $ 1,484 43,440 SH SOLE Sony Corp. ADR 835699307 $ 1,482 42,600 SH SOLE WebMD Corporation Common Stock 94769M105 $ 1,343 150,000 SH SOLE Lightbridge, Inc. Common Stock 532226107 $ 1,319 140,000 SH SOLE Digital Insight Corp. Common Stock 25385P106 $ 1,294 65,000 SH SOLE Comcast Corp. - Special CL A Common Stock 20030N200 $ 1,277 43,100 SH SOLE RADWARE LTD. Common Stock M81873107 $ 1,270 70,000 SH SOLE Ceragon Networks Ltd. Common Stock M22013102 $ 1,197 265,900 SH SOLE Fair Isaac, Inc. Common Stock 303250104 $ 1,179 20,000 SH SOLE Genesis Microchip, Inc. Common Stock 37184C103 $ 1,096 97,500 SH SOLE SafeNet, Inc Common Stock 78645R107 $ 1,084 30,000 SH SOLE O2 Micro International Ltd. Common Stock G6797E106 $ 825 57,265 SH SOLE Applied Signal Technologies Common Stock 038237103 $ 798 40,000 SH SOLE Retalix Limited Common Stock M8215W109 $ 762 44,205 SH SOLE NetIQ Corp. Common Stock 64115P102 $ 722 60,500 SH SOLE MSC.Software Corp. Common Stock 553531104 $ 720 100,000 SH SOLE Witness Systems, Inc. Common Stock 977424100 $ 720 155,480 SH SOLE Brillian Corporation Common Stock 10949P107 $ 666 75,000 SH SOLE The News Corp. Ltd. Common Stock 652487703 $ 656 20,000 SH SOLE VERITAS Software Corp. Common Stock 923436109 $ 640 20,600 SH SOLE Portal Software, Inc. Common Stock 736126301 $ 612 210,460 SH SOLE Siemens AG - ADR Common Stock 826197501 $ 582 9,800 SH SOLE ARRIS Group, Inc. Common Stock 04269Q100 $ 578 100,600 SH SOLE Autobytel, Inc. Common Stock 05275N106 $ 571 60,000 SH SOLE Certegy, Inc. Common Stock 156880106 $ 562 17,500 SH SOLE SkillSoft PLC - ADR Common Stock 830928107 $ 529 71,022 SH SOLE BASF AG Common Stock 055262505 $ 516 11,800 SH SOLE Maxtor Corporation Common Stock 577729205 $ 506 41,600 SH SOLE J2 Global Communications, Inc. Common Stock 46626E205 $ 488 12,900 SH SOLE Mips Technologies, Inc. Common Stock 604567206 $ 457 115,000 SH SOLE ILOG SA - ADR Common Stock 452360100 $ 448 41,700 SH SOLE General Motors Corp.- Class H Common Stock 370442832 $ 425 29,700 SH SOLE Sigmatel, Inc. Common Stock 82661W107 $ 412 20,000 SH SOLE Metro One Telecommunications Common Stock 59163F105 $ 398 114,005 SH SOLE Silicon Image, Inc. Common Stock 82705T102 $ 382 84,910 SH SOLE Infineon Technologies-ADR Common Stock 45662N103 $ 370 28,700 SH SOLE Inet Technologies, Inc. Common Stock 45662V105 $ 321 25,000 SH SOLE Universal Display Corp Common Stock 91347P105 $ 296 28,500 SH SOLE Liveperson, Inc. Common Stock 538146101 $ 278 68,750 SH SOLE Semiconductor HOLDRs Trust ADR 816636203 $ 237 6,900 SH SOLE Vastera, Inc. Common Stock 92239N109 $ 224 43,500 SH SOLE Ask Jeeves, Inc. Common Stock 045174109 $ 174 10,000 SH SOLE Read-Rite Corp. Common Stock 755246204 $ 139 990,000 SH SOLE ScanSoft, Inc. Common Stock 80603P107 $ 125 29,725 SH SOLE Ditech Communications Corporation Common Stock 25500M103 $ 88 10,000 SH SOLE Extreme Networks, Inc. Common Stock 30226D106 $ 80 12,695 SH SOLE 1-800-FLOWERS.COM, Inc. - A Common Stock 68243Q106 $ 75 10,000 SH SOLE Genuity, Inc. - A Common Stock 37248E202 $ 4 457,600 SH SOLE 164 $ 1,126,784

~~Netflix~~Concord EFS, Inc. 75140,000 ~~Agere~~PEC ~~Systems~~Solutions, Inc. ~~- A 762~~127,870 ~~Drexler Technology Corp 117~~Microvision,~~200~~ ~~Teradyne,~~ Inc. 97232,~~995~~170 ~~334 ANADIGICS~~Cognos, Inc. ~~520~~59,~~000~~100 ~~Sealed~~CNET ~~Air~~Networks, ~~Corp~~Inc. 35255,~~325~~400 Amkor Technology, Inc. 125,500 Yahoo!, Inc. 50,000 ~~WebMD~~Drugstore.com, ~~Corporation~~Inc. ~~150~~222,~~000~~700 ~~CNET~~Sealed ~~Networks,~~Air ~~Inc~~Corp. ~~255~~35,~~400~~460 ~~PDF~~Three-Five ~~Solutions~~Systems, Inc. ~~133~~300,~~255~~000 ~~Manhattan Associates~~VeriSign, Inc. 59122,~~900~~500 ~~Concord~~Drexler ~~EFS~~Technology Corp 117,425 ~~Inc~~Cognizant Tech Solutions Corp. ~~100~~45,000 ~~Microvision~~Riverstone Networks, Inc. ~~231~~2,~~630~~554,983 ~~Finisar~~Manhattan ~~Corp~~Associates, Inc. ~~912~~59,~~330~~900 ~~Virage~~Raindance ~~Logic~~Communications, ~~Corp~~Inc. ~~177~~552,~~400~~025 ~~Internet~~Leapfrog ~~Security Systems~~Enterprises, Inc. 9240,~~200~~000 ~~Comcast Corp.~~ Take-Two ~~Special~~Interactive CLSoftware AInc 43,~~100~~440 ~~Digital~~Sony ~~Insight~~ Corp. 6542,~~000~~600 ~~RADWARE~~WebMD ~~LTD.~~Corporation 70150,000 ~~Harmonic~~Lightbridge, Inc. ~~290~~140,000 ~~CheckFree~~Digital Insight Corp. 4065,000 ~~Fair~~Comcast ~~Isaac, Inc~~Corp. ~~20,000~~- ~~Drugstore.com,~~Special ~~Inc.~~CL ~~172~~A 43,~~700~~100 ~~NetIQ~~RADWARE ~~Corp~~LTD. 6070,~~500~~000 O2Ceragon ~~Micro~~Networks ~~International~~ Ltd. 57265,~~125~~900 ~~Mercury~~Fair ~~Interactive~~Isaac, ~~Corp~~Inc. 2220,~~700~~000 ~~VeriSign~~Genesis Microchip, Inc. 6297,500 ~~Witness Systems~~SafeNet, Inc. ~~154~~30,~~625~~000 ~~Verisity~~O2 Micro International Ltd. 6357,~~310~~265 ~~Ceragon~~Applied ~~Networks~~Signal ~~Ltd.~~Technologies ~~265~~40,~~900~~000 ~~Silicon~~Retalix ~~Image~~Limited 44,205 ~~Inc~~NetIQ Corp. ~~134~~60,~~100~~500 ~~Microchip~~MSC.Software ~~Technology, Inc~~Corp. 29100,~~575~~000 ~~Retalix~~Witness ~~Limited 43~~Systems,~~995~~ ~~Take-Two Interactive Software~~ Inc. 23155,~~390~~480 ~~MSC.Software~~Brillian ~~Corp.~~Corporation ~~100~~75,000 The News Corp. Ltd. 20,000 ~~Metro~~VERITAS ~~One~~Software ~~Telecommunications~~Corp. ~~113~~20,~~475~~300 ~~Cognos~~300 Portal Software, Inc. 19210,~~100~~460 Siemens AG - ADR 9,800 ARRIS Group, Inc. 100,600 ~~FreeMarkets~~Autobytel, Inc. 7060,000 Certegy, Inc. 17,500 ~~Centillium~~SkillSoft ~~Communications~~PLC - ADR 71,022 ~~Inc~~BASF 45AG 11,~~700~~800 ~~webMethods~~Maxtor Corporation 41,600 J2 Global Communications, Inc. 5012,~~000~~900 ~~Retek~~Mips Technologies, Inc. 62115,~~800~~000 ~~SkillSoft~~ILOG ~~PLC~~SA - ADR 7141,~~022~~700 General Motors Corp.- Class H 29,700 ~~ILOG~~Sigmatel, SAInc. -20,000 ~~ADR~~Metro 41One Telecommunications 114,~~700~~005 Silicon Image, Inc. 84,910 Infineon Technologies-ADR 28,700 ~~Vastera, Inc. 43,500~~ Inet Technologies, Inc. 25,000 ~~Siemens~~Universal AGDisplay -Corp ~~ADR 4~~28,~~800~~500 ~~Avici Systems~~Liveperson, Inc. 3368,~~105~~750 ~~ScanSoft,~~Semiconductor ~~Inc.~~HOLDRs 28Trust 6,~~830~~900 ~~Read-Rite~~Vastera, ~~Corp~~Inc. ~~990~~43,~~000~~500 Ask Jeeves, Inc. 10,000 ~~aQuantive,~~Read-Rite ~~Inc~~Corp. 10990,000 ~~1-800-FLOWERS.COM~~ScanSoft, Inc. -29,725 ADitech Communications Corporation 10,000 Extreme Networks, Inc. 12,695 ~~Saba Software~~1-800-FLOWERS.COM, Inc. - A 10,000 Genuity, Inc. - A 457,600

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