13F-HR 1 b326373_13f-hr.txt FORM 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: _________________ 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:_________________________________________________________________________ Address:______________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ Form 13F File Number: 28-_____________ 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:_________________________________________________________________________ Title:________________________________________________________________________ Phone:________________________________________________________________________ Signature, Place, and Date of Signing: _____________________ ___________________________ ___________________ [Signature] [City, State] [Date] Report Type (Check one only): [ ] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are 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).) List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.] Form 13F File Number Name 28-___________________________ _______________________________________ [Repeat as necessary.] Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: _____________ Form 13F Information Table Entry Total: _____________ Form 13F Information Table Value Total: $____________ (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. [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] No. Form 13F File Number Name _______ ___________________________ ________________________________ [Repeat as necessary.]

ITEM 1 ITEM 2 ITEM 3 ITEM 4 ITEM 5 ITEM 6 ITEM 7 ITEM 8 ----------- -------------- --------- ------------ ------------ --------------------- -------- ------------------------- FAIR VOTING AUTHORITY MARKET SHRS OR INVEST. DISC. ------------------------- NAME OF ISSUER TITLE OF CLASS CUSIP # VALUE PRN AMT SOLE SHARED OTHER MANAGERS SOLE SHARED NONE (A) (B) (C) (A) (B) (C) ----------------- -------------- --------- ------------ ------------ ----- ------ ------ -------- ------- ------- ------- ~~JUNIPER~~DOUBLECLICK ~~NETWORKS~~ INC ~~CONV~~CORP CB ~~48203RAA2~~258609AC0 ~~216140~~561000 ~~275000~~550000 N X GRAP ~~275000~~550000 0 0 ~~DOUBLECLICK~~ADOBE SYSTEMS INC ~~CORP~~OTC BEQ ~~258609AC0~~00724F101 ~~481938~~317493 ~~550000~~9900 N X GRAP ~~550000~~9900 0 0 ~~APPLE~~ADC ~~COMPUTER~~TELECOMMUNICATIONS INC OTC EQ ~~37833100~~000886101 ~~1074750~~577300 ~~75000~~251000 N X GRAP ~~75000~~251000 0 0 ~~ADC~~AUTODESK ~~TELECOMMUNICATIONS~~ INC. OTC EQ ~~886101~~052769106 ~~211090~~2425500 ~~101000~~150000 N X GRAP ~~101000~~150000 0 0 ~~ADVANCED~~APPLIED ~~DIGITAL~~MATERIALS ~~INFORMATI~~INC OTC EQ ~~7525108~~038222105 ~~234850~~1132560 ~~35000~~71500 N X GRAP ~~35000~~71500 0 0 ~~APPLIED~~AOL ~~MATERIALS~~TIME WARNER INC ~~OTC~~COMMON EQ00184A105 ~~38222105~~804500 ~~1954500~~50000 ~~150000~~ N X GRAP ~~150000~~50000 0 0 ~~APPLIED~~APOLLO ~~MICRO~~GROUP ~~CIRCUITS~~INC ~~COR~~- CL A OTC EQ ~~03822W109~~037604105 ~~1107000~~1545000 ~~300000~~25000 N X GRAP ~~300000~~25000 0 0 ~~AOL~~AMERICAN ~~TIME~~STANDARD ~~WARNER~~COMPANIE ~~INC~~ COMMON ~~00184A105~~029712106 ~~1703000~~1116343 ~~130000~~15100 N X GRAP ~~130000~~15100 0 0 ~~ACTIVISION~~ASPECT ~~INC~~TELECOMMUNICATIONS ~~NEW~~ OTC EQ ~~4930202~~04523Q102 ~~1750800~~440000 ~~120000~~125000 N X GRAP ~~120000~~125000 0 0 AUDIOCODES LTD ORD OTC EQ M15342104 ~~531738~~261426 ~~206100~~56100 N X GRAP ~~206100~~56100 0 0 ~~AVID~~AVOCENT ~~TECHNOLOGY~~CORP ~~INC~~ OTC EQ ~~05367P100~~53893103 ~~341955~~1046150 ~~14900~~35000 N X GRAP ~~14900~~35000 0 0 AT&T WIRELESS SERVICES INC COMMON 00209A106 2257750 275000 N X GRAP 275000 0 0 BINDVIEW DEVELOPMENT CORP OTC EQ ~~90327107~~090327107 ~~1160000~~1822242 ~~800000~~902100 N X GRAP ~~800000~~902100 0 0 BROADVISION INC OTC EQ 111412607 277500 50000 N X GRAP 50000 0 0 C-COR.NET CORPORATION OTC EQ 125010108 ~~265932~~392490 80100 N X GRAP 80100 0 0 CADENCE DESIGN SYSTEMS INC COMMON 127387108 ~~117900~~2412000 200000 N X GRAP 200000 0 0 CDW CORP OTC EQ 12512N105 458100 10000 N X GRAP 10000 0 0 ~~CONCORD~~CMGI ~~EFS~~ INC ~~COMMON~~OTC ~~206197105~~EQ ~~1574000~~125750109 ~~100000~~453000 300000 N X GRAP ~~100000~~300000 0 0 COMPUTER NETWORK TECHNOLOG OTC EQ 204925101 ~~781000~~317200 ~~110000~~40000 N X GRAP ~~110000~~40000 0 0 COMVERSE TECHNOLOGY INC OTC EQ 205862402 ~~2054100~~1901767 ~~205000~~126700 N X GRAP ~~205000~~126700 0 0 3COM CORP OTC EQ 885535104 ~~1852000~~324098 ~~400000~~69400 N X GRAP ~~400000~~69400 0 0 ~~DOCENT~~COMPUWARE ~~INC~~CORP OTC EQ ~~25608L502~~205638109 ~~396814~~1430000 ~~139233~~250000 N X GRAP ~~139233~~250000 0 0 ~~DIGITAL~~CIRRUS ~~GENERATION~~LOGIC ~~SYSTEMS~~INC OTC EQ ~~253921100~~172755100 ~~338227~~99750 ~~316100~~25000 N X GRAP ~~316100~~25000 0 0 ~~EARTHLINK~~DOCENT ~~NETWORK~~ INC OTC EQ ~~270321102~~25608L502 ~~1597940~~786192 ~~293200~~231233 N X GRAP ~~293200~~231233 0 0 ~~EMC~~QUANTUM CORP~~-MASS~~ DSSG COM COMMON ~~268648102~~747906204 ~~1535614~~850500 ~~250100~~210000 N X GRAP ~~250100~~210000 0 0 ENTRUST INC OTC EQ 293848107 1161998 410600 N X GRAP 410600 0 0 E PIPHANY INC OTC EQ 26881V100 1022000 200000 N X GRAP 200000 0 0 EPRESENCE INC OTC EQ 294348107 ~~1713796~~317826 ~~883400~~129250 N X GRAP ~~883400~~129250 0 0 E-SYNC NETWORKS INC OTC EQ 269156105 ~~226~~310 88637 N X GRAP 88637 0 0 ~~GLENAYRE~~EXAR CORP OTC EQ 300645108 469560 30100 N X GRAP 30100 0 0 EXE TECHNOLOGIES INC OTC EQ ~~377899109~~301504601 ~~30096~~195667 ~~26400~~38900 N X GRAP ~~26400~~38900 0 0 ~~GENESYS~~FIRST SDATA ACORP COMMON 319963104 1657600 40000 N X GRAP 40000 0 0 F5 NETWORKS INC OTC EQ ~~37185M100~~315616102 ~~12008~~914100 ~~12640~~55000 N X GRAP ~~12640~~55000 0 0 ~~GLOBESPAN~~GLENAYRE ~~VIRATA~~TECHNOLOGIES INC OTC EQ ~~37957V106~~377899109 ~~773955~~469773 ~~175500~~342900 N X GRAP ~~175500~~342900 0 0 ~~GATEWAY~~GENERAL ~~INC~~MOTORS CORP CL H COMMON ~~367626108~~370442832 ~~690800~~1665300 ~~220000~~130000 N X GRAP ~~220000~~130000 0 0 ~~HIBERNIA~~GETTY ~~CORP-CL~~IMAGES AINC COMMON ~~428656102~~374276103 ~~674100~~1239000 ~~35000~~30000 N X GRAP ~~35000~~30000 0 0 HI / FN INC OTC EQ 428358105 ~~1965200~~2940300 ~~340000~~330000 N X GRAP ~~340000~~330000 0 0 ~~JUNIPER~~HYPERCOM ~~NETWORKS~~CORP ~~OTC~~COMMON EQ44913M105 ~~48203R104~~394250 ~~1190000~~95000 ~~175000~~ N X GRAP ~~175000~~95000 0 0 ~~LEGATO~~INTL ~~SYSTEMS~~BUSINESS MACHINES COR COMMON 459200101 1650000 20000 N X GRAP 20000 0 0 IMANAGE INC OTC EQ ~~524651106~~45245Y105 ~~1648331~~600000 ~~327700~~120000 N X GRAP ~~327700~~120000 0 0 ~~LOCKHEED~~INTERWOVEN ~~MARTIN~~INC ~~CORP~~OTC ~~COMMON~~EQ ~~539830109~~46114T102 ~~1443750~~1100000 ~~25000~~500000 N X GRAP ~~25000~~500000 0 0 ~~LOOKSMART~~JUNIPER ~~LTD~~NETWORKS OTC EQ ~~543442107~~48203R104 ~~62000~~1558750 ~~25000~~125000 N X GRAP ~~25000~~125000 0 0 ~~LEXMARK~~JONES ~~INTERNATIONAL~~APPAREL GROUP INC COMMON ~~529771107~~480074103 ~~605000~~1170400 ~~10000~~40000 N X GRAP ~~10000~~40000 0 0 ~~MACROMEDIA~~KORN FERRY INTL COMMON 500643200 688500 85000 N X GRAP 85000 0 0 KRISPY KREME DOUGHNUTS INC COMMON 501014104 823600 20000 N X GRAP 20000 0 0 MAPINFO CORP OTC EQ ~~556100105~~565105103 ~~1171500~~802809 ~~110000~~112596 N X GRAP ~~110000~~112596 0 0 ~~MULTEX~~MCDATA ~~COM~~CORP OTC EQ 580031201 2160875 147500 N X GRAP 147500 0 0 MONSTER WORLDWIDE INC OTC EQ ~~625367107~~611742107 ~~96600~~986500 ~~23000~~50000 N X GRAP ~~23000~~50000 0 0 MICROSOFT CORP OTC EQ 594918104 ~~1292500~~1284564 ~~25000~~50100 N X GRAP ~~25000~~50100 0 0 METASOLV INC OTC EQ 59139P104 ~~203136~~1052520 ~~147200~~537000 N X GRAP ~~147200~~537000 0 0 ~~MICROMUSE~~MGIC ~~INC~~INVESTMENT ~~OTC~~CORP-WIS EQCOMMON ~~595094103~~552848103 ~~745282~~1166000 ~~195100~~25000 N X GRAP ~~195100~~25000 0 0 ~~MAXTOR~~MICRON ~~CORP~~TECHNOLOGY ~~NEW~~INC COMMON ~~577729205~~595112103 ~~253000~~1744500 ~~50000~~150000 N X GRAP ~~50000~~150000 0 0 ~~NETEGRITY~~NETWORKS ASSOCIATES INC COMMON 640938106 1268000 100000 N X GRAP 100000 0 0 NETFLIX COM INC OTC EQ ~~64110P107~~64110L106 ~~1675295~~255500 ~~515000~~10000 N X GRAP ~~515000~~10000 0 0 NETOPIA INC OTC EQ 64114K104 ~~25020~~1014901 ~~18000~~260900 N X GRAP ~~18000~~260900 0 0 ~~OAK~~OMNICOM ~~TECHNOLOGY~~GROUP INC COMMON 681919106 2509500 35000 N X GRAP 35000 0 0 OPENWAVE SYS INC OTC EQ ~~671802106~~683718100 ~~298125~~300200 ~~112500~~150100 N X GRAP ~~112500~~150100 0 0 ~~PARAMETRIC~~PINNACOR ~~TECHNOLOGY~~INC ~~CORP~~ OTC EQ ~~PMTC~~723487104 ~~1325520~~372864 ~~526000~~194200 N X GRAP ~~526000~~194200 0 0 ~~PREDICTIVE~~PLUMTREE ~~SYS~~SOFTWARE INC OTC EQ ~~74036W102~~72940Q104 ~~447408~~1373500 ~~1242800~~335000 N X GRAP ~~1242800~~335000 0 0 ~~PEOPLESOFT~~PRIMUS ~~INC~~TELECOMMUNICATIONS OTC EQ ~~712713106~~741929103 ~~457500~~463500 ~~25000~~90000 N X GRAP ~~25000~~90000 0 0 RADWARE LTD OTC EQ M81873107 ~~2706800~~256950 ~~335000~~15000 N X GRAP ~~335000~~15000 0 0 RETEK INC OTC EQ 76128Q109 1890000 300000 N X GRAP 300000 0 0 ROXIO INC OTC EQ 780008108 ~~119250~~786500 121000 N X GRAP 121000 0 0 SANDERSON FARMS INC OTC EQ 800013104 227610 8100 N X GRAP 8100 0 0 SAPIENT CORP OTC EQ 803062108 69000 25000 N X GRAP 25000 0 0 ~~RAYTEHON~~SINCLAIR COBROADCAST ~~COMMON~~GROUP ~~755111507~~I ~~1845000~~OTC ~~60000~~EQ 829226109 232400 20000 N X GRAP ~~60000~~20000 0 0 SEACHANGE INTERNATIONAL IN OTC EQ 811699107 ~~1737375~~1860300 ~~282500~~195000 N X GRAP ~~282500~~195000 0 0 ~~SEMICONDUCTOR~~SOMERA ~~HOLDRS~~COMMUNICATIONS TRINC ~~COMMON~~OTC ~~816636203~~EQ ~~1107500~~834458101 ~~50000~~248319 162300 N X GRAP ~~50000~~162300 0 0 ~~SONUS~~S1 ~~NETWORKS~~CORP ~~INC~~ OTC EQ ~~835916107~~78463B101 ~~300000~~509600 ~~300000~~127400 N X GRAP ~~300000~~127400 0 0 SAMSUNG ELECTRONICS LTD COMMON 874039100 1783173 6000 N X GRAP 6000 0 0 STORAGENETWORKS INC OTC EQ 86211E103 ~~347884~~206862 ~~299900~~149900 N X GRAP ~~299900~~149900 0 0 ~~SWITCHBOARD~~SYSCO ~~INC~~CORP ~~OTC~~COMMON EQ871829107 ~~871045100~~1201600 ~~1196000~~40000 ~~400000~~ N X GRAP ~~400000~~40000 0 0 3DFX INTERACTIVE INC OTC EQ 88553X103 ~~282~~9056 402500 N X GRAP 402500 0 0 ~~THQ~~TELLIUM INC ~~NEW~~ OTC EQ ~~872443403~~87967E107 ~~265000~~18392 ~~20000~~20900 N X GRAP ~~20000~~20900 0 0 ***TAIWANTERAYON ~~SEMICONDUCTOR~~COMMUNICATION MFSYST ~~COMMON~~OTC ~~874039100~~EQ ~~493500~~880775101 ~~70000~~449860 166000 N X GRAP ~~70000~~166000 0 0 ~~TAKE-TWO~~THQ ~~INTERACTIVE~~INC ~~SOFTW~~NEW OTC EQ ~~874054109~~872443403 ~~1057050~~1802000 ~~45000~~100000 N X GRAP ~~45000~~100000 0 0 ***TAIWAN SEMICONDUCTOR MF COMMON 874039100 2016000 200000 N X GRAP 200000 0 0 MICROTUNE INC DEL OTC EQ 59514P109 ~~759279~~1272000 ~~242581~~400000 N X GRAP ~~242581~~400000 0 0 ~~APOLLO~~UNITED ~~GROUP~~MICROELECTRONICS ~~INC~~CO ~~OTC~~COMMON EQ910873207 ~~37604204~~1125000 ~~1075200~~300000 ~~30000~~ N X GRAP ~~30000~~300000 0 0 ~~VIXEL~~VISUAL ~~CORP~~NETWORKS ~~DEL~~INC OTC EQ ~~928552108~~928444108 ~~20000~~656622 ~~10000~~479286 N X GRAP ~~10000~~479286 0 0 ~~VISUAL~~VERITY ~~NETWORKS~~ INC OTC EQ ~~928444108~~92343C106 ~~750085~~1143000 ~~517300~~90000 N X GRAP ~~517300~~90000 0 0 ~~VERISIGN~~WEBEX COMMUNICATIONS INC OTC EQ ~~92343E102~~94767L109 ~~1924800~~208200 ~~240000~~15000 N X GRAP ~~240000~~15000 0 0 ~~VERITAS~~WESTELL ~~SOFTWARE~~TECHNOLOGIES ~~CORP~~INC-C OTC EQ ~~923436109~~957541105 ~~1562000~~563040 ~~100000~~68000 N X GRAP ~~100000~~68000 0 0 AGGREGATE COLUMN TOTALS: ~~57348441~~79340012

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