UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: March 31, 2000
Check here if Amendment [ X ]; Amendment Number: 1
This Amendment (Check only one): [X] is a restatement
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Intel Corporation
2200 Mission College Boulevard
Santa Clara, CA 95052-8119
Form 13F File Number: 28-5160
Person Signing this Report on Behalf of Reporting Manager:
Arvind Sodhani, Vice President and Treasurer (408) 765-1240
---------------------------------------------------------------
ATTENTION--Intentional misstatements or omissions of facts
constitute Federal Criminal Violations. See 18 U.S.C. 1001 and
15 U.S.C. 78ff(a)
---------------------------------------------------------------
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.
Signature, Place and Date of Signing:
/S/Arvind Sodhani Santa Clara, California October 3, 2001
-------------------
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 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 manager(s).)
Form 13F SUMMARY PAGE
REPORTING MANAGER: INTEL CORPORATION
Report Summary:
Number of Other Included Managers: -2-
Form 13F Information Table Entry Total: 611
Form 13F Information Table Value Total: $9, 048,548
*Confidential Treatment Requested: Confidential information has
been omitted from this Form 13F and filed separately with the
Commission.
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.
1. MORGAN STANLEY DEAN WITTER & CO., File No: 28-3432
2. HEWLETT PACKARD & CO. INC., File No: 28-2187
3/31/00
FORM 13F INFORMATION TABLE
REPORTING MANAGER: INTEL CORPORATION
ITEM 4: ITEM 5:
FAIR SHARES ITEM 8:
ITEM 2: ITEM 3: MARKET OR ITEM 6: VOTING AUTHORITY
ITEM 1: TITLE OF CUSIP VALUE PRINCIPAL SH/ INVESTMENT ITEM 7: (A) (B) (C)
NAME OF ISSUER CLASS NUMBER (000) AMOUNT PRN DISCRETION MANAGERS SOLE SHARED NONE
3COM CORP COM 885535104 4,294 77,200 SH SOLE 77,200
3DLABS INC LTD ORD G8846W103 1,473 218,163 SH SOLE 218,163
ABBOTT LABS COM 002824100 12,127 344,634 SH SOLE 344,634
ACTIVE SOFTWARE INC COM 00504E100 46,772 735,294 SH SOLE 735,294
ADAPTEC INC COM 00651F108 889 23,000 SH SOLE 23,000
ADC TELECOMMUNICATIONS INC COM 000886101 3,621 67,200 SH SOLE 67,200
ADOBE SYS INC COM 00724F101 2,995 26,900 SH SOLE 26,900
ADVANCED MICRO DEVICES INC COM 007903107 1,882 32,979 SH SOLE 32,979
AES CORP COM 00130H105 3,639 46,200 SH SOLE 46,200
AETNA INC COM 008117103 1,856 33,345 SH SOLE 33,345
AFLAC INC COM 001055102 2,720 59,700 SH SOLE 59,700
AGENCY.COM LTD COM 008447104 4,003 150,000 SH SOLE 150,000
AIR PRODS & CHEMS INC COM 009158106 1,462 51,400 SH SOLE 51,400
ALBERTO CULVER CO CL B CONV 013068101 298 12,500 SH SOLE 12,500
ALBERTSONS INC COM 013104104 2,942 94,941 SH SOLE 94,941
ALCAN ALUMINUM LTD NEW COM 013716105 1,667 49,149 SH SOLE 49,149
ALCOA INC COM 013817101 5,775 82,200 SH SOLE 82,200
ALLEGHENY TECHNOLOGIES INC COM 01741R102 422 20,964 SH SOLE 20,964
ALLERGAN INC COM 018490102 1,475 29,500 SH SOLE 29,500
ALLIED WASTE INDS INC COM PAR 019589308 278 42,300 SH SOLE 42,300
$.01 NEW
ALLSTATE CORP COM 020002101 4,300 180,560 SH SOLE 180,560
ALLTEL CORP COM 020039103 4,442 70,400 SH SOLE 70,400
ALZA CORP COM 022615108 861 22,900 SH SOLE 22,900
AMERADA HESS CORP COM 023551104 1,312 20,300 SH SOLE 20,300
AMEREN CORP COM 023608102 952 30,750 SH SOLE 30,750
AMERICA ONLINE INC COM 02364J104 34,701 515,748 SH SOLE 515,748
AMERICAN ELEC PWR INC COM 025537101 1,298 43,500 SH SOLE 43,500
AMERICAN EXPRESS CO COM 025816109 14,958 100,428 SH SOLE 100,428
AMERICAN GEN CORP COM 026351106 3,112 55,438 SH SOLE 55,438
AMERICAN GREETINGS CORP CL A 026375105 264 14,445 SH SOLE 14,445
AMERICAN HOME PRODS CORP COM 026609107 15,704 292,736 SH SOLE 292,736
AMERICAN INTL GROUP INC COM 026874107 38,009 347,113 SH SOLE 347,113
AMGEN INC COM 031162100 14,056 229,000 SH SOLE 229,000
AMR CORP COM 001765106 1,059 33,200 SH SOLE 33,200
AMSOUTH BANCORPORATION COM 032165102 1,309 87,600 SH SOLE 87,600
ANADARKO PETE CORP COM 032511107 1,103 28,500 SH SOLE 28,500
ANALOG DEVICES INC COM 032654105 6,300 78,200 SH SOLE 78,200
ANCOR COMMUNICATIONS INC COM 03332K108 11,515 280,000 SH SOLE 280,000
ANDREW CORP COM 034425108 420 18,325 SH SOLE 18,325
FAIR MARKET VALUE (page): 256,265
ANHEUSER BUSCH COS INC COM 035229103 6,493 104,300 SH SOLE 104,300
AON CORP COM 037389103 1,854 57,490 SH SOLE 57,490
APACHE CORP COM 037411105 1,274 25,600 SH SOLE 25,600
APPLE COMPUTER INC COM 037833100 4,904 36,100 SH SOLE 36,100
APPLIED MATERIALS INC COM 038222105 18,855 200,044 SH SOLE 200,044
ARCH COAL INC COM 039380100 24 3,397 SH SOLE 3,397
ARCHER DANIELS MIDLAND CO COM 039483102 1,414 136,340 SH SOLE 136,340
ARIBA TECHNOLOGIES INC COM 04033V104 254,726 1,215,152 SH SOLE 1,215,152
ARMSTRONG WORLD INDS INC COM 042476101 161 9,000 SH SOLE 9,000
ASHLAND INC COM 044204105 538 16,100 SH SOLE 16,100
ASIAINFO HOLDINGS INC COM 04518A104 159,141 2,630,425 SH DEFINED 2,630,425
ASSOCIATES FIRST CAP CORP CL A 046008108 3,499 163,246 SH SOLE 163,246
AT HOME CORP COM SER A 045919107 9,223 280,000 SH SOLE 280,000
AT&T CORP COM 001957109 40,297 716,267 SH SOLE 716,267
ATLANTIC RICHFIELD CO COM 048825103 6,146 72,300 SH SOLE 72,300
AUDIBLE INC COM 05069A104 9,188 918,750 SH SOLE 918,750
AUTODESK INC COM 052769106 10,309 226,550 SH SOLE 226,550
AUTOMATIC DATA PROCESSING INC COM 053015103 6,770 140,302 SH SOLE 140,302
AUTOZONE INC COM 053332102 894 32,200 SH SOLE 32,200
AVERY DENNISON CORP COM 053611109 1,545 25,300 SH SOLE 25,300
AVID TECHNOLOGY INC COM 05367P100 14,347 802,632 SH SOLE 802,632
AVON PRODS INC COM 054303102 1,580 54,314 SH SOLE 54,314
BACKWEB TECHNOLOGIES LTD COM M15633106 17,437 507,247 SH SOLE 507,247
BAKER HUGHES INC COM 057224107 2,230 73,730 SH SOLE 73,730
BALL CORP COM 058498106 236 6,800 SH SOLE 6,800
BANK NEW YORK INC COM 064057102 6,863 165,104 SH SOLE 165,104
BANK OF AMERICA CORP COM 060505104 20,072 382,763 SH SOLE 382,763
BANK ONE CORP COM 06423A103 8,844 257,138 SH SOLE 257,138
BARD C R INC COM 067383109 446 11,500 SH SOLE 11,500
BARRICK GOLD CORP COM 067901108 1,387 88,400 SH SOLE 88,400
BAUSCH & LOMB INC COM 071707103 679 13,000 SH SOLE 13,000
BAXTER INTL INC COM 071813109 4,092 65,270 SH SOLE 65,270
BB&T CORP COM 054937107 2,186 77,900 SH SOLE 77,900
BE INC COM 073309106 23,173 1,538,462 SH SOLE 1,538,462
BEAR STEARNS COS INC COM 073902108 1,213 26,561 SH SOLE 26,561
BECTON DICKINSON & CO COM 075887109 1,479 56,200 SH SOLE 56,200
BED BATH & BEYOND INC COM 075896100 1,237 31,400 SH SOLE 31,400
BELL ATLANTIC CORP COM 077853109 21,279 348,108 SH SOLE 348,108
BELLSOUTH CORP COM 079860102 19,824 421,944 SH SOLE 421,944
BEMIS INC COM 081437105 432 11,700 SH SOLE 11,700
FAIR MARKET VALUE (page): 686,291
BEST BUY INC COM 086516101 3,948 45,900 SH SOLE 45,900
BESTFOODS COM 08658U101 2,931 62,600 SH SOLE 62,600
BETHLEHEM STL CORP COM 087509105 176 29,343 SH SOLE 29,343
BIOGEN INC COM 090597105 2,355 33,700 SH SOLE 33,700
BIOMET INC COM 090613100 921 25,300 SH SOLE 25,300
BLACK & DECKER CORP COM 091797100 729 19,400 SH SOLE 19,400
BLOCK H & R INC COM 093671105 985 22,000 SH SOLE 22,000
BMC SOFTWARE INC COM 055921100 2,681 54,300 SH SOLE 54,300
BOEING CO COM 097023105 7,860 207,261 SH SOLE 207,261
BOISE CASCADE CORP COM 097383103 447 12,855 SH SOLE 12,855
BOSTON SCIENTIFIC CORP COM 101137107 1,983 93,004 SH SOLE 93,004
BREAKAWAY SOLUTIONS INC COM 106372105 56,021 1,231,222 SH SOLE 1,231,222
BRIGGS & STRATTON CORP COM 109043109 210 5,100 SH SOLE 5,100
BRISTOL MYERS SQUIBB CO COM 110122108 25,697 444,684 SH SOLE 444,684
BROADBASE SOFTWARE COM 11130R100 28,791 361,011 SH SOLE 361,011
BROWN FORMAN CORP CL B 115637209 834 15,300 SH SOLE 15,300
BRUNSWICK CORP COM 117043109 391 20,600 SH SOLE 20,600
BURLINGTON NORTHN SANTA FE COM 12189T104 2,277 102,473 SH SOLE 102,473
BURLINGTON RES INC COM 122014103 1,806 48,780 SH SOLE 48,780
CABLETRON SYS INC COM 126920107 1,188 40,500 SH SOLE 40,500
CAMPBELL SOUP CO COM 134429109 2,949 95,900 SH SOLE 95,900
CAPITAL ONE FINL CORP COM 14040H105 2,120 44,200 SH SOLE 44,200
CARDINAL HEALTH INC COM 14149Y108 2,886 62,900 SH SOLE 62,900
CARNIVAL CORP COM 143658102 3,432 138,300 SH SOLE 138,300
CAROLINA PWR & LT CO COM 144141108 1,161 35,776 SH SOLE 35,776
CATERPILLAR INC DEL COM 149123101 3,145 79,744 SH SOLE 79,744
CBS CORP COM 12490K107 9,681 170,962 SH SOLE 170,962
CENDANT CORP COM 151313103 2,946 159,236 SH SOLE 159,236
CENTEX CORP COM 152312104 317 13,300 SH SOLE 13,300
CENTRAL & SOUTH WEST CORP COM 152357109 814 47,621 SH SOLE 47,621
CENTURYTEL INC COM 156700106 1,163 31,300 SH SOLE 31,300
CERIDIAN CORP COM 15677T106 623 32,452 SH SOLE 32,452
CHAMPION INTL CORP COM 158525105 1,145 21,500 SH SOLE 21,500
CHASE MANHATTAN CORP NEW COM 16161A108 16,124 184,928 SH SOLE 184,928
CHEVRON CORP COM 166751107 13,598 147,100 SH SOLE 147,100
CHUBB CORP COM 171232101 2,661 39,377 SH SOLE 39,377
CIGNA CORP COM 125509109 3,114 41,100 SH SOLE 41,100
CINCINNATI FINL CORP COM 172062101 1,381 36,700 SH SOLE 36,700
CINERGY CORP COM 172474108 768 35,700 SH SOLE 35,700
CIRCUIT CITY GROUP COM 172737108 2,777 45,600 SH SOLE 45,600
FAIR MARKET VALUE (page): 215,036
CISCO SYS INC COM 17275R102 133,033 1,720,709 SH SOLE 1,720,709
CISCO SYS INC COM 17275R102 4,527 58,552 SH OTHER** 1 58,552
CISCO SYS INC COM 17275R102 15,374 198,860 SH OTHER** 198,860
CITIGROUP INC COM 172967101 44,890 755,790 SH SOLE 755,790
CITRIX SYS INC COM 177376100 2,663 40,200 SH SOLE 40,200
CLARENT CORP COM 180461105 137,063 1,519,756 SH SOLE 1,519,756
CLEAR CHANNEL COMMUNICATIONS COM 184502102 5,243 75,900 SH SOLE 75,900
CLOROX CO COM 189054109 1,727 53,000 SH SOLE 53,000
CMGI INC COM 125750109 456,603 4,029,588 SH SOLE 4,029,588
CMS ENERGY CORP COM 125896100 472 26,000 SH SOLE 26,000
CNET INC COM 12613R104 20,473 403,910 SH SOLE 403,910
COASTAL CORP COM 190441105 2,199 47,800 SH SOLE 47,800
COCA COLA CO COM 191216100 25,985 553,604 SH SOLE 553,604
COCA COLA ENTERPRISES INC COM 191219104 2,056 95,300 SH SOLE 95,300
COLGATE PALMOLIVE CO COM 194162103 7,363 130,600 SH SOLE 130,600
COLUMBIA ENERGY GROUP COM 197648108 1,075 18,124 SH SOLE 18,124
COLUMBIA/HCA HEALTHCARE CORP COM 197677107 3,196 126,250 SH SOLE 126,250
COMCAST CORP CL A SPL 200300200 8,520 196,400 SH SOLE 196,400
COMERICA INC COM 200340107 1,469 35,067 SH SOLE 35,067
COMPAQ COMPUTER CORP COM 204493100 10,162 380,900 SH SOLE 380,900
COMPUTER ASSOC INTL INC COM 204912109 7,158 120,925 SH SOLE 120,925
COMPUTER SCIENCES CORP COM 205363104 2,952 37,300 SH SOLE 37,300
COMPUWARE CORP COM 205638109 1,691 80,300 SH SOLE 80,300
COMVERSE TECHNOLOGY INC COM PAR 205862402 3,233 17,100 SH SOLE 17,100
$0.01
CONAGRA INC COM 205887102 2,000 110,314 SH SOLE 110,314
CONEXANT SYSTEMS INC COM 207142100 56,659 798,008 SH DEFINED 798,008
CONEXANT SYSTEMS INC COM 207142100 3,167 44,600 SH SOLE 44,600
CONOCO INC CL B 208251405 3,598 140,400 SH SOLE 140,400
CONSECO INC COM 208464107 839 73,345 SH SOLE 73,345
CONSOLIDATED EDISON INC COM 209115104 1,440 49,600 SH SOLE 49,600
CONSOLIDATED STORES CORP COM 210149100 283 24,800 SH SOLE 24,800
CONSTELLATION ENGY GRP INC COM 210371100 1,071 33,600 SH SOLE 33,600
COOPER INDS INC COM 216669101 739 21,100 SH SOLE 21,100
COOPER TIRE & RUBR CO COM 216831107 214 17,000 SH SOLE 17,000
COORS ADOLPH CO CL B 217016104 398 8,300 SH SOLE 8,300
COPPER MOUNTAIN NETWORKS INC COM 217510106 46,597 568,690 SH SOLE 568,690
CORNING INC COM 219350105 11,873 61,200 SH SOLE 61,200
COSTCO WHSL CORP NEW COM 22160K105 5,230 99,500 SH SOLE 99,500
COUNTRYWIDE CR INDS INC COM 222372104 693 25,400 SH SOLE 25,400
FAIR MARKET VALUE (page): 1,033,928
COVAD COMMUNICATIONS GROUP INC COM 222814204 268,920 5,563,863 SH SOLE 5,563,863
CRANE CO COM 224399105 349 14,800 SH SOLE 14,800
CRITICAL PATH INC COM 22674V100 15,004 176,512 SH SOLE 176,512
CROSSROADS SYSTEMS INC COM 22765D100 152,412 1,476,147 SH SOLE 1,476,147
CROWN CORK & SEAL INC COM 228255105 441 27,553 SH SOLE 27,553
CSX CORP COM 126408103 1,150 48,900 SH SOLE 48,900
CUMMINS ENGINE INC COM 231021106 346 9,200 SH SOLE 9,200
CVS CORP COM 126650100 3,298 87,800 SH SOLE 87,800
CYBERGOLD INC COM 23246N105 4,393 408,666 SH SOLE 408,666
DANA CORP COM 235811106 1,038 36,810 SH SOLE 36,810
DANAHER CORP COM 235851102 1,628 31,900 SH SOLE 31,900
DARDEN RESTAURANTS INC COM 237194105 524 29,400 SH SOLE 29,400
DEERE & CO COM 244199105 1,992 52,400 SH SOLE 52,400
DELL COMPUTER CORP COM 247025109 30,767 570,400 SH SOLE 570,400
DELPHI AUTOMOTIVE SYS CORP COM 247126105 2,028 126,675 SH SOLE 126,675
DELTA AIR LINES INC DEL COM 247361108 1,582 29,700 SH SOLE 29,700
DELUXE CORP COM 248019101 438 16,500 SH SOLE 16,500
DIGITALTHINK INC COM 25388M100 52,521 1,333,334 SH SOLE 1,333,334
DILLARDS INC CL A 254067101 395 24,000 SH SOLE 24,000
DISNEY WALT CO COM 254687106 19,130 462,542 SH SOLE 462,542
DOLLAR GEN CORP COM 256669102 1,600 59,550 SH SOLE 59,550
DOMINION RES INC VA NEW COM 25746U109 2,098 54,584 SH SOLE 54,584
DONNELLEY R R & SONS CO COM 257867101 593 28,300 SH SOLE 28,300
DOVER CORP COM 260003108 2,184 45,600 SH SOLE 45,600
DOW CHEM CO COM 260543103 5,602 49,143 SH SOLE 49,143
DOW JONES & CO INC COM 260561105 1,436 20,000 SH SOLE 20,000
DTE ENERGY CO COM 233331107 944 32,500 SH SOLE 32,500
DU PONT E I DE NEMOURS & CO COM 263534109 12,386 234,194 SH SOLE 234,194
DUKE ENERGY CORP COM 264399106 4,305 81,997 SH SOLE 81,997
DUN & BRADSTREET CORP DEL COM 26483B106 1,031 36,000 SH SOLE 36,000
EASTERN ENTERPRISES COM 27637F100 363 6,050 SH SOLE 6,050
EASTMAN CHEM CO COM 277432100 799 17,546 SH SOLE 17,546
EASTMAN KODAK CO COM 277461109 3,842 70,731 SH SOLE 70,731
EATON CORP COM 278058102 1,287 16,500 SH SOLE 16,500
ECHOSTAR COMMUNICATIONS CORP CL A 278762109 6,159 77,968 SH SOLE 77,968
ECOLAB INC COM 278865100 1,064 29,000 SH SOLE 29,000
EDISON INTL COM 281020107 1,289 77,800 SH SOLE 77,800
EL PASO ENERGY CORP DEL COM 283905107 2,068 51,200 SH SOLE 51,200
ELECTRONIC DATA SYS NEW COM 285661104 6,772 105,500 SH SOLE 105,500
EMC CORP MASS COM 268648102 28,546 228,103 SH SOLE 228,103
FAIR MARKET VALUE (page): 642,724
EMERSON ELEC CO COM 291011104 5,149 97,300 SH SOLE 97,300
ENGAGE TECHNOLOGIES INC COM 292827102 1,192 15,616 SH SOLE 15,616
ENGELHARD CORP COM 292845104 427 28,200 SH SOLE 28,200
ENRON CORP COM 293561106 12,016 160,472 SH SOLE 160,472
ENTERGY CORP NEW COM 29364G103 1,117 55,300 SH SOLE 55,300
EQUIFAX INC COM 294429105 801 31,700 SH SOLE 31,700
ESOFT INC COM 296904105 12,167 666,666 SH SOLE 666,666
ETOYS INC COM 297862104 66,932 7,568,300 SH SOLE 7,568,300
EVANS & SUTHERLAND COMPUTER CP COM 299096107 25 2,258 SH SOLE 2,258
EXCELON CORP COM 300691102 1,607 142,857 SH SOLE 142,857
EXXON MOBIL CORP COM 30231G102 60,254 774,159 SH SOLE 774,159
FEDERAL HOME LN MTG CORP COM 313400301 6,886 155,832 SH SOLE 155,832
FEDERAL NATL MTG ASSN COM 313586109 12,969 229,700 SH SOLE 229,700
FEDERATED DEPT STORES INC DEL COM 31410H101 1,971 47,102 SH SOLE 47,102
FEDEX CORP COM 31428X106 2,598 66,640 SH SOLE 66,640
FIFTH THIRD BANCORP COM 316773100 4,359 69,177 SH SOLE 69,177
FIRST DATA CORP COM 319963104 4,158 93,900 SH SOLE 93,900
FIRST UN CORP COM 337358105 8,247 221,406 SH SOLE 221,406
FIRSTAR CORP COM 33763V109 5,040 219,721 SH SOLE 219,721
FIRSTENERGY CORP COM 337932107 1,079 52,300 SH SOLE 52,300
FLEET BOSTON FINL CORP COM 339030108 7,493 205,275 SH SOLE 205,275
FLORIDA PROGRESS CORP COM 341109106 1,010 22,000 SH SOLE 22,000
FLUOR CORP COM 343861100 531 17,100 SH SOLE 17,100
FMC CORP COM NEW 302491303 391 6,900 SH SOLE 6,900
FOGDOG INC COM 344167101 5,343 971,440 SH SOLE 971,440
FORD MTR CO DEL COM 345370100 12,438 270,743 SH SOLE 270,743
FORT JAMES CORP COM 347471104 1,067 48,500 SH SOLE 48,500
FORTUNE BRANDS INC COM 349631101 923 36,876 SH SOLE 36,876
FPL GROUP INC COM 302571104 1,849 40,135 SH SOLE 40,135
FRANKLIN RES INC COM 354613101 1,887 56,400 SH SOLE 56,400
FREEPORT-MCMORAN COPPER & GOLD CL B 35671D857 443 36,680 SH SOLE 36,680
GANNETT INC COM 364730101 4,399 62,500 SH SOLE 62,500
GAP INC COM 364760108 9,554 191,774 SH SOLE 191,774
GATEWAY INC COM 367626108 3,764 71,000 SH SOLE 71,000
GENERAL DYNAMICS CORP COM 369550108 2,239 45,000 SH SOLE 45,000
GENERAL ELEC CO COM 369604103 114,182 735,460 SH SOLE 735,460
GENERAL MLS INC COM 370334104 2,462 68,000 SH SOLE 68,000
GENERAL MTRS CORP COM 370442105 11,890 143,570 SH SOLE 143,570
GENUINE PARTS CO COM 372460105 952 39,850 SH SOLE 39,850
FAIR MARKET VALUE (page): 391,811
GEORGIA PAC CORP COM 373298108 1,520 38,400 SH SOLE 38,400
GILAT COMMUNICATIONS LTD COM M50876107 4,345 163,179 SH SOLE 163,179
GILLETTE CO COM 375766102 9,064 240,500 SH SOLE 240,500
GLOBAL CROSSING LTD COM G3921A100 6,992 170,795 SH SOLE 170,795
GLOBESPAN INC COM 379571102 260,710 2,557,545 SH SOLE 2,557,545
GOLDEN WEST FINL CORP DEL COM 381317106 1,132 36,300 SH SOLE 36,300
GOODRICH B F CO COM 382388106 709 24,700 SH SOLE 24,700
GOODYEAR TIRE & RUBR CO COM 382550101 819 35,100 SH SOLE 35,100
GPU INC COM 36225X100 759 27,700 SH SOLE 27,700
GRACE W R & CO DEL NEW COM 38388F108 206 16,100 SH SOLE 16,100
GRAINGER W W INC COM 384802104 1,135 20,900 SH SOLE 20,900
GREAT ATLANTIC & PAC TEA INC COM 390064103 168 8,600 SH SOLE 8,600
GREAT LAKES CHEM CORP COM 390568103 439 12,900 SH SOLE 12,900
GTE CORP COM 362320103 15,467 217,834 SH SOLE 217,834
GUIDANT CORP COM 401698105 4,054 68,900 SH SOLE 68,900
HALLIBURTON CO COM 406216101 4,063 99,050 SH SOLE 99,050
HARCOURT GEN INC COM 41163G101 593 15,900 SH SOLE 15,900
HARLEY DAVIDSON INC COM 412822108 2,691 33,900 SH SOLE 33,900
HARRAHS ENTMT INC COM 413619107 536 28,850 SH SOLE 28,850
HARTFORD FINL SVCS GROUP INC COM 416515104 2,619 49,636 SH SOLE 49,636
HASBRO INC COM 418056107 708 42,850 SH SOLE 42,850
HEALTHEON WEBMD CORP COM 422209106 11,057 480,753 SH SOLE 480,753
HEALTHSOUTH CORP COM 421924101 484 86,600 SH SOLE 86,600
HEINZ H J CO COM 423074103 2,797 80,200 SH SOLE 80,200
HERCULES INC COM 427056106 386 23,904 SH SOLE 23,904
HERSHEY FOODS CORP COM 427866108 1,518 31,000 SH SOLE 31,000
HEWLETT PACKARD CO COM 428236103 30,233 227,988 SH SOLE 227,988
HILTON HOTELS CORP COM 432848109 641 82,700 SH SOLE 82,700
HOLLYWOOD ENTERTAINMENT CORP COM 436141105 3,739 463,774 SH SOLE 463,774
HOME DEPOT INC COM 437076102 33,292 516,150 SH SOLE 516,150
HOMESTAKE MNG CO COM 437614100 351 58,404 SH SOLE 58,404
HONEYWELL INTL INC COM 438516106 9,350 177,444 SH SOLE 177,444
HOUSEHOLD INTL INC COM 441815107 3,931 105,348 SH SOLE 105,348
HUMANA INC COM 444859102 274 37,500 SH SOLE 37,500
HUNTINGTON BANCSHARES INC COM 446150104 1,152 51,493 SH SOLE 51,493
IBM CORP COM 459200101 47,684 404,096 SH SOLE 404,096
IKON OFFICE SOLUTIONS INC COM 451713101 207 33,508 SH SOLE 33,508
ILLINOIS TOOL WKS INC COM 452308109 3,724 67,400 SH SOLE 67,400
IMMERSION HUMAN INTERFACE CORP COM 452521107 41,903 698,387 SH SOLE 698,387
IMPSTAT FIBER NETWORKS INC COM 45321T103 16,470 588,200 SH SOLE 588,200
FAIR MARKET VALUE (page): 527,922
IMS HEALTH INC COM 449934108 1,169 69,000 SH SOLE 69,000
INCO LTD COM 453258402 789 43,042 SH SOLE 43,042
INFORMIX CORP COM 456779107 62 3,648 SH SOLE 3,648
INGERSOLL RAND CO COM 456866102 1,623 36,650 SH SOLE 36,650
INKTOMI CORP COM 457277101 310,029 1,589,890 SH SOLE 1,589,890
INTEL CORP COM 458140100 53,790 407,686 SH SOLE 407,686
INTERACTIVE INTELLIGENCE INC COM 45839M103 25,800 600,000 SH DEFINED 600,000
INTERNATIONAL PAPER CO COM 460146103 3,968 92,801 SH SOLE 92,801
INTERNET PICTURES CORP COM 05942K105 40,910 1,205,440 SH SOLE 1,205,440
INTERPUBLIC GROUP COS INC COM 460690100 2,973 62,900 SH SOLE 62,900
INTERVU INC COM 46114R106 10,335 114,829 SH SOLE 114,829
INTL FLAVORS & FRAGRANCES INC COM 459506101 826 23,543 SH SOLE 23,543
IONA TECHNOLOGIES PLC COM 46206P109 3,367 45,494 SH OTHER** 1 45,494
IONA TECHNOLOGIES PLC COM 46206P109 1,270 17,167 SH OTHER** 2 17,167
IONA TECHNOLOGIES PLC COM 46206P109 10,163 137,339 SH OTHER** 137,339
IPRINT INC COM 462628108 14,896 773,810 SH SOLE 773,810
ITT INDS INC IND COM 450911102 615 19,785 SH SOLE 19,785
ITXC CORP COM 45069F109 156,014 3,315,034 SH SOLE 3,315,034
IXOS SOFTWARE AG SP ADR 46600V108 5,896 134,000 SH SOLE 134,000
BEARER
JEFFERSON PILOT CORP COM 475070108 1,563 23,475 SH SOLE 23,475
JOHNSON & JOHNSON COM 478160104 21,846 311,688 SH SOLE 311,688
JOHNSON CTLS INC COM 478366107 1,071 19,200 SH SOLE 19,200
JOSTENS INC COM 481088102 183 7,500 SH SOLE 7,500
JUNO ONLINE SERVICES INC COM 482048105 12,283 779,899 SH SOLE 779,899
K MART CORP COM 482584109 1,071 110,473 SH SOLE 110,473
KANSAS CITY SOUTHN INDS INC COM 485170104 2,131 24,800 SH SOLE 24,800
KAUFMAN & BROAD HOME CORP COM 486168107 231 10,774 SH SOLE 10,774
KELLOGG CO COM 487836108 2,331 90,878 SH SOLE 90,878
KERR MCGEE CORP COM 492386107 1,223 21,167 SH SOLE 21,167
KEYCORP NEW COM 493267108 1,906 100,282 SH SOLE 100,282
KIMBERLY CLARK CORP COM COM 494368103 6,856 122,400 SH SOLE 122,400
KLA TENCOR CORP COM 482480100 3,413 40,500 SH SOLE 40,500
KNIGHT RIDDER INC COM 499040103 959 18,800 SH SOLE 18,800
KOHLS CORP COM 500255104 3,741 36,500 SH SOLE 36,500
KROGER CO COM 501044101 3,276 186,500 SH SOLE 186,500
LASTMINUTE.COM PLC ORD 518129101 106,865 5,587,710 SH SOLE 5,587,710
LAUNCH MEDIA INC COM 518567102 13,941 892,225 SH SOLE 892,225
LEGGETT & PLATT INC COM 524660107 947 44,000 SH SOLE 44,000
LEHMAN BROS HLDGS INC COM 524908100 2,609 26,900 SH SOLE 26,900
FAIR MARKET VALUE (page): 832,941
LEXMARK INTL GROUP INC CL A 529771107 3,035 28,700 SH SOLE 28,700
LIBERATE TECHNOLOGIES INC COM 530129105 52,953 843,880 SH SOLE 843,880
LILLY ELI & CO COM 532457108 15,389 244,470 SH SOLE 244,470
LIMITED INC COM 532716107 2,028 48,133 SH SOLE 48,133
LINCOLN NATL CORP IND COM 534187109 1,471 43,900 SH SOLE 43,900
LIQUID AUDIO INC COM 53631T102 33,333 2,515,708 SH SOLE 2,515,708
LIZ CLAIBORNE INC COM 539320101 605 13,200 SH SOLE 13,200
LOCKHEED MARTIN CORP COM 539830109 1,814 88,744 SH SOLE 88,744
LOEWS CORP COM 540424108 1,185 23,700 SH SOLE 23,700
LONGS DRUG STORES CORP COM 543162101 201 8,800 SH SOLE 8,800
LOUDEYE TECHNOLOGIES INC COM 545754103 27,374 784,929 SH SOLE 784,929
LOUISIANA PAC CORP COM 546347105 333 23,900 SH SOLE 23,900
LOWES COS INC COM 548661107 4,998 85,600 SH SOLE 85,600
LSI LOGIC CORP COM 502161102 16,537 227,700 SH DEFINED 227,700
LSI LOGIC CORP COM 502161102 4,850 66,780 SH SOLE 66,780
LUCENT TECHNOLOGIES INC COM 549463107 42,823 704,046 SH SOLE 704,046
MADGE NETWORKS INC COM N5424G106 327 38,448 SH SOLE 38,448
MALLINCKRODT INC NEW COM 561232109 446 15,500 SH SOLE 15,500
MANOR CARE INC NEW COM 564055101 312 23,100 SH SOLE 23,100
MARRIOTT INTL INC NEW CL A 571903202 1,756 55,734 SH SOLE 55,734
MARSH & MCLENNAN COS INC COM 571748102 6,594 59,779 SH SOLE 59,779
MASCO CORP COM 574599106 2,054 100,200 SH SOLE 100,200
MATTEL INC COM 577081102 986 94,316 SH SOLE 94,316
MAXTOR CORP COM 577729205 8,835 682,914 SH SOLE 682,914
MAY DEPT STORES CO COM 577778103 2,132 74,800 SH SOLE 74,800
MAYTAG CORP COM 578592107 625 18,873 SH SOLE 18,873
MBIA INC COM 55262C100 1,162 22,300 SH SOLE 22,300
MBNA CORP COM 55262L100 4,583 179,730 SH SOLE 179,730
MCDERMOTT INTL INC COM 580037109 122 13,300 SH SOLE 13,300
MCDONALDS CORP COM 580135101 11,394 303,528 SH SOLE 303,528
MCGRAW HILL COS INC COM 580645109 2,003 44,016 SH SOLE 44,016
MCI WORLDCOM INC COM 55268B106 28,831 636,268 SH SOLE 636,268
MCKESSON HBOC INC COM 58155Q103 1,326 63,138 SH SOLE 63,138
MEAD CORP COM 582834107 804 23,000 SH SOLE 23,000
MEDIAONE GROUP INC COM 58440J104 11,114 137,200 SH SOLE 137,200
MEDTRONIC INC COM 585055106 13,781 267,912 SH SOLE 267,912
MELLON FINL CORP COM 58551A108 3,367 113,960 SH SOLE 113,960
MERCK & CO INC COM 589331107 32,552 523,958 SH SOLE 523,958
MEREDITH CORP COM 589433101 322 11,600 SH SOLE 11,600
FAIR MARKET VALUE (page): 344,357
MERRILL LYNCH & CO INC COM 590188108 8,731 83,144 SH SOLE 83,144
MGIC INVT CORP WIS COM 552848103 1,034 23,700 SH SOLE 23,700
MICRON TECHNOLOGY INC COM 595112103 7,624 60,500 SH SOLE 60,500
MICROSOFT CORP COM 594918104 124,186 1,168,812 SH SOLE 1,168,812
MICROTEST INC COM 594941106 650 44,074 SH SOLE 44,074
MILACRON INC COM 598709103 120 8,300 SH SOLE 8,300
MILLIPORE CORP COM 601073109 577 10,200 SH SOLE 10,200
MINNESOTA MNG & MFG CO COM 604059105 7,962 89,900 SH SOLE 89,900
MIRAGE RESORTS INC COM 60462E104 839 43,300 SH SOLE 43,300
MOLEX INC COM 608554101 2,580 43,900 SH SOLE 43,900
MONSANTO CO COM 611662107 7,318 142,096 SH SOLE 142,096
MORGAN J P & CO INC COM 616880100 5,119 38,850 SH SOLE 38,850
MORGAN STANLEY DEAN WTTER & CO COM NEW 617446448 20,485 250,558 SH SOLE 250,558
MOTOROLA INC COM 620076109 22,713 158,936 SH SOLE 158,936
MPATH INTERACTIVE INC COM 62473C101 11,475 454,461 SH SOLE 454,461
NABISCO GROUP HLDG CORP COM 62952P102 878 73,100 SH SOLE 73,100
NACCO INDS INC CL A 629579103 89 1,849 SH SOLE 1,849
NATIONAL CITY CORP COM 635405103 2,852 138,226 SH SOLE 138,226
NATIONAL SEMICONDUCTOR CORP COM 637640103 2,335 38,500 SH SOLE 38,500
NATIONAL SVC INDS INC COM 637657107 192 9,100 SH SOLE 9,100
NAVISTAR INTL CORP NEW COM 63934E108 572 14,260 SH SOLE 14,260
NBC INTERNET INC CL A 62873D105 24,593 571,110 SH SOLE 571,110
NCR CORP NEW COM 62886E108 867 21,600 SH SOLE 21,600
NETWORK APPLIANCE INC COM 64120L104 5,553 67,100 SH SOLE 67,100
NETWORK COMPUTING DEVICES INC COM 64120N100 3,938 750,000 SH SOLE 750,000
NEW CENTURY ENERGIES INC COM 64352U103 779 25,900 SH SOLE 25,900
NEW YORK TIMES CO CL A 650111107 1,649 38,400 SH SOLE 38,400
NEWELL RUBBERMAID INC COM 651229106 1,571 63,306 SH SOLE 63,306
NEWMONT MNG CORP COM 651639106 845 37,614 SH SOLE 37,614
NEXTEL COMMUNICATIONS INC CL A 65332V103 12,083 81,500 SH SOLE 81,500
NIAGARA MOHAWK HLDGS INC COM 653520106 567 42,000 SH SOLE 42,000
NICOR INC COM 654086107 346 10,500 SH SOLE 10,500
NIKE INC CL B 654106103 2,485 62,700 SH SOLE 62,700
NORDSTROM INC WASH COM 655664100 915 31,000 SH SOLE 31,000
NORFOLK SOUTHN CORP COM 655844108 1,226 85,324 SH SOLE 85,324
NORTEL NETWORKS CORP COM 656569100 38,180 302,968 SH SOLE 302,968
NORTHERN STS PWR CO MINN COM 665772109 690 34,700 SH SOLE 34,700
NORTHERN TR CORP COM 665859104 3,371 49,900 SH SOLE 49,900
NORTHPOINT COMMUNICATIONS HLDG COM 666610100 20,766 900,423 SH SOLE 900,423
NORTHROP GRUMMAN CORP COM 666807102 827 15,609 SH SOLE 15,609
FAIR MARKET VALUE (page): 349,582
NOVELL INC COM 670006105 2,133 74,495 SH SOLE 74,495
NUCOR CORP COM 670346105 975 19,500 SH SOLE 19,500
OCCIDENTAL PETE CORP COM 674599105 1,710 82,400 SH SOLE 82,400
OFFICE DEPOT INC COM 676220106 854 73,800 SH SOLE 73,800
OLD KENT FINL CORP COM 679833103 859 26,600 SH SOLE 26,600
OMNICOM GROUP INC COM 681919106 3,720 39,800 SH SOLE 39,800
ONEOK INC NEW COM 682680103 178 7,100 SH SOLE 7,100
ORACLE CORPORATION COM 68389X105 49,765 637,492 SH SOLE 637,492
OWENS CORNING COM 69073F103 239 12,300 SH SOLE 12,300
OWENS ILL INC COM NEW 690768403 569 33,700 SH SOLE 33,700
PACCAR INC COM 693718108 875 17,500 SH SOLE 17,500
PACTIV CORP COM 695257105 335 38,330 SH SOLE 38,330
PAINE WEBBER GROUP INC COM 695629105 1,404 31,900 SH SOLE 31,900
PALL CORP COM 696429307 625 27,800 SH SOLE 27,800
PANJA INC COM 698493103 9,734 423,212 SH SOLE 423,212
PARAMETRIC TECHNOLOGY CORP COM 699173100 1,274 60,500 SH SOLE 60,500
PARKER HANNIFIN CORP COM 701094104 1,040 25,150 SH SOLE 25,150
PAYCHEX INC COM 704326107 2,900 55,350 SH SOLE 55,350
PE CORP COM PE 69332S102 4,469 46,300 SH SOLE 46,300
BIO GRP
PECO ENERGY CO COM 693304107 1,534 41,600 SH SOLE 41,600
PENNEY J C INC COM 708160106 867 58,278 SH SOLE 58,278
PEOPLES ENERGY CORP ILL COM 711030106 219 7,949 SH SOLE 7,949
PEOPLESOFT INC COM 712713106 1,202 60,100 SH SOLE 60,100
PEP BOYS MANNY MOE & JACK COM 713278109 60 10,100 SH SOLE 10,100
PEPSICO INC COM 713448108 11,294 326,322 SH SOLE 326,322
PERKLINELMER INC COM 714046109 689 10,348 SH SOLE 10,348
PERSISTENCE SOFTWARE INC COM 715329108 12,940 651,048 SH SOLE 651,048
PFIZER INC COM 717081103 31,729 867,800 SH SOLE 867,800
PG&E CORP COM 69331C108 1,806 85,998 SH SOLE 85,998
PHARMACIA & UPJOHN INC COM 716941109 6,898 116,331 SH SOLE 116,331
PHELPS DODGE CORP COM 717265102 861 18,118 SH SOLE 18,118
PHILIP MORRIS COS INC COM 718154107 11,206 530,409 SH SOLE 530,409
PHILLIPS PETE CO COM 718507106 2,623 56,700 SH SOLE 56,700
PHOENIX TECHNOLOGIES LTD COM 719153108 18,906 894,971 SH SOLE 894,971
PHONE.COM INC COM 71920Q100 429,673 263,401 SH SOLE 263,401
PHONE.COM INC COM 71920Q100 134,346 82,358 SH DEFINED 82,358
PINNACLE WEST CAP CORP COM 723484101 536 19,000 SH SOLE 19,000
PITNEY BOWES INC COM 724479100 2,655 59,400 SH SOLE 59,400
PLACER DOME INC COM 725906101 593 73,000 SH SOLE 73,000
PNC BK CORP COM 693475105 2,971 65,900 SH SOLE 65,900
FAIR MARKET VALUE (page): 757,266
POLAROID CORP COM 731095105 235 9,900 SH SOLE 9,900
POTLATCH CORP COM 737628107 276 6,400 SH SOLE 6,400
PPG INDS INC COM 693506107 2,040 38,972 SH SOLE 38,972
PPL CORP COM 69351T106 674 32,200 SH SOLE 32,200
PRAXAIR INC COM 74005P104 1,482 35,578 SH SOLE 35,578
PREVIEW SYSTEMS INC COM 741379101 13,323 281,599 SH SOLE 281,599
PRICE T ROWE & ASSOC INC COM 741477103 1,059 26,800 SH SOLE 26,800
PROCTER & GAMBLE CO COM 742718109 16,587 294,690 SH SOLE 294,690
PROGRESSIVE CORP OHIO COM 743315103 1,248 16,400 SH SOLE 16,400
PROVIDIAN FINL CORP COM 74406A102 2,764 31,900 SH SOLE 31,900
PROXICOM INC COM 744282104 8,863 200,000 SH SOLE 200,000
PROXIM INC COM 744284100 38,300 320,000 SH SOLE 320,000
PUBLIC SVC ENTERPRISE GROUP COM 744573106 1,459 49,044 SH SOLE 49,044
PULTTE CORP COM 745867101 203 9,700 SH SOLE 9,700
QUAKER OATS CO COM 747402105 1,819 30,000 SH SOLE 30,000
QUALCOMM INC COM 747525103 22,458 150,400 SH SOLE 150,400
QUINTILES TRANSNATIONAL CORP COM 748767100 439 25,700 SH SOLE 25,700
QUOKKA SPORTS INC COM 749077103 44,456 4,184,093 SH SOLE 4,184,093
RADISYS CORP COM 750459109 106,977 1,779,251 SH SOLE 1,779,251
RADVISION LTD ORD M81869105 35,154 671,191 SH SOLE 671,191
RALSTON PURINA CO COM RAL- 751277302 1,872 68,300 SH SOLE 68,300
PUR GP
RAVISENT TECHNOLOGIES INC COM 754440105 7,626 549,650 SH SOLE 549,650
RAYTHEON CO CL B 755111408 1,347 75,856 SH SOLE 75,856
RED HAT SOFTWARE INC COM 756577102 264,171 6,234,115 SH SOLE 6,234,115
REEBOK INTL LTD COM 758110100 117 12,600 SH SOLE 12,600
REGIONS FINL CORP COM 758940100 1,118 49,000 SH SOLE 49,000
RELIANT ENERGY INC COM 75952J108 1,555 66,245 SH SOLE 66,245
RESEARCH IN MOTION LIMITED COM 760975102 98,690 926,667 SH SOLE 926,667
REYNOLDS METALS CO COM 761763101 950 14,200 SH SOLE 14,200
RITE AID CORP COM 767754104 320 58,000 SH SOLE 58,000
ROCKWELL INTL CORP NEW COM 773903109 1,786 42,700 SH SOLE 42,700
ROHM & HAAS CO COM 775371107 2,187 49,005 SH SOLE 49,005
ROQUE WAVE SOFTWARE INC COM 775369101 937 122,841 SH OTHER** 122,841
ROWAN COS INC COM 779382100 559 19,000 SH SOLE 19,000
ROYAL DUTCH PETE CO NY REG 780257804 27,689 480,720 SH SOLE 480,720
GLD1.25
RUSSELL CORP COM 782352108 107 7,400 SH SOLE 7,400
RYDER SYS INC COM 783549108 328 14,400 SH SOLE 14,400
S3 INC COM 784849101 9,019 429,477 SH SOLE 429,477
SABRE HLDGS CORP CL A 785905100 914 24,764 SH SOLE 24,764
FAIR MARKET VALUE (page): 721,108
SAFECO CORP COM 786429100 774 29,100 SH SOLE 29,100
SAFEWAY INC COM NEW 786514208 5,163 114,100 SH SOLE 114,100
SARA LEE CORP COM 803111103 3,667 203,700 SH SOLE 203,700
SBC COMMUNICATIONS INC COM 78387G103 32,135 764,756 SH SOLE 764,756
SCHERING PLOUGH CORP COM 806605101 12,122 329,340 SH SOLE 329,340
SCHLUMBERGER LTD COM 806857108 9,433 123,300 SH SOLE 123,300
SCHWAB CHARLES CORP NEW COM 808513105 10,443 183,800 SH SOLE 183,800
SCIENTIFIC ATLANTA INC COM 808655104 2,239 35,300 SH SOLE 35,300
SCM MICROSYSTEMS INC COM 784018103 669 48,650 SH SOLE 48,650
SEAGATE TECHNOLOGY COM 811804103 2,836 46,900 SH SOLE 46,900
SEAGRAM LTD COM 811850106 5,784 97,200 SH SOLE 97,200
SEALED AIR CORP NEW COM 81211K100 1,014 18,662 SH SOLE 18,662
SEARS ROEBUCK & CO COM 812387108 2,613 84,700 SH SOLE 84,700
SELECTICA INC COM 816288104 5,030 57,000 SH SOLE 57,000
SELECTICA INC COM 816288104 22,905 259,548 SH OTHER** 1 259,548
SELECTICA INC COM 816288104 8,643 97,942 SH OTHER** 2 97,942
SELECTICA INC COM 816288104 69,147 783,540 SH OTHER** 783,540
SEMPRA ENERGY COM 816851109 883 52,672 SH SOLE 52,672
SERVICE CORP INTL COM 817565104 157 52,100 SH SOLE 52,100
SHARED MED SYS CORP COM 819486101 317 6,100 SH SOLE 6,100
SHERWIN WILLIAMS CO COM 824348106 817 37,200 SH SOLE 37,200
SIGMA ALDRICH CORP COM 826552101 608 22,600 SH SOLE 22,600
SILICON GRAPHICS INC COM 827056102 435 41,154 SH SOLE 41,154
SILICON IMAGE INC COM 82705T102 61,393 857,143 SH SOLE 857,143
SILICON VALLEY GROUP INC COM 827066101 13,698 498,100 SH SOLE 498,100
SILKNET SOFTWARE INC COM 827094103 59,461 571,736 SH SOLE 571,736
SILVERSTREAM SOFTWARE INC COM 827907106 22,240 301,054 SH SOLE 301,054
SILVERSTREAM SOFTWARE INC COM 827907106 1,769 23,944 SH OTHER** 1 23,944
SILVERSTREAM SOFTWARE INC COM 827907106 667 9,035 SH OTHER** 2 9,035
SILVERSTREAM SOFTWARE INC COM 827907106 7,776 105,263 SH OTHER** 105,263
SLM HLDG CORP COM 78442A109 1,190 35,700 SH SOLE 35,700
SMARTERKIDS.COM INC COM 83169C106 4,711 1,196,363 SH SOLE 1,196,363
SNAP ON INC COM 833034101 344 13,100 SH SOLE 13,100
SOLECTRON CORP COM 834182107 5,270 131,500 SH SOLE 131,500
SOUTHERN CO COM 842587107 3,282 150,900 SH SOLE 150,900
SOUTHTRUST CORP COM 844730101 960 37,700 SH SOLE 37,700
SOUTHWEST AIRLS CO COM 844741108 2,355 113,143 SH SOLE 113,143
SPRINGS INDS INC CL A 851783100 155 4,050 SH SOLE 4,050
SPRINT CORP COM FON 852061100 12,311 195,296 SH SOLE 195,296
GROUP
SPRINT CORP PCS COM 852061506 12,627 193,248 SH SOLE 193,248
SER 1
FAIR MARKET VALUE (page): 408,043
ST JUDE MED INC COM 790849103 488 18,888 SH SOLE 18,888
ST PAUL COS INC COM 792860108 1,739 50,946 SH SOLE 50,946
STAMPS.COM INC COM 852857101 25,414 1,315,947 SH SOLE 1,315,947
STANDARD MICROSYSTEMS CORP COM 853626109 22,463 1,542,506 SH SOLE 1,542,506
STANLEY WKS COM 854616109 529 20,040 SH SOLE 20,040
STAPLES INC COM 855030102 2,087 104,350 SH SOLE 104,350
STARMEDIA NETWORK INC COM 855546107 58,872 1,958,333 SH SOLE 1,958,333
STATE STREET CORP COM 857477103 3,479 35,900 SH SOLE 35,900
STREAMLINE.COM INC COM 863239109 1,643 285,714 SH SOLE 285,714
STYLECLICK.COM INC COM 864221106 5,007 455,218 SH SOLE 455,218
SUMMIT BANCORP COM 866005101 1,030 39,200 SH SOLE 39,200
SUN MICROSYSTEMS INC COM 866810104 33,641 359,018 SH SOLE 359,018
SUNOCO INC COM 86764P109 552 20,145 SH SOLE 20,145
SUNTRUST BKS INC COM 867914103 4,144 71,750 SH SOLE 71,750
SUPERVALU INC COM 868536103 593 31,300 SH SOLE 31,300
SYMBOL TECHNOLOGIES INC COM 871508107 174,456 1,412,956 SH SOLE 1,412,956
SYNOVUS FINL CORP COM 87161C105 1,186 62,800 SH SOLE 62,800
SYSCO CORP COM 871829107 2,639 73,800 SH SOLE 73,800
TALK CITY INC COM 874263106 4,547 750,000 SH SOLE 750,000
TANDY CORP COM 875382103 2,198 43,300 SH SOLE 43,300
TARGET CORP COM 87612E106 7,378 98,700 SH SOLE 98,700
TEKTRONIX INC COM 879131100 595 10,617 SH SOLE 10,617
TELLABS INC COM 879664100 5,682 90,200 SH SOLE 90,200
TEMPLE INLAND INC COM 879868107 623 12,500 SH SOLE 12,500
TENET HEALTHCARE CORP COM 88033G100 1,610 69,857 SH SOLE 69,857
TERADYNE INC COM 880770102 3,157 38,400 SH SOLE 38,400
TEXACO INC COM 881694103 6,653 124,000 SH SOLE 124,000
TEXAS INSTRS INC COM 882508104 28,816 180,100 SH SOLE 180,100
TEXAS UTILS CO COM 882848104 1,839 61,917 SH SOLE 61,917
TEXTRON INC COM 883203101 2,027 33,300 SH SOLE 33,300
THERMO ELECTRON CORP COM 883556102 722 35,400 SH SOLE 35,400
THOMAS & BETTS CORP COM 884315102 368 13,000 SH SOLE 13,000
TICKETS.COM INC COM 88633M101 7,571 796,956 SH SOLE 796,956
TIME WARNER INC COM 887315109 28,837 288,364 SH SOLE 288,364
TIMES MIRROR CO NEW COM SER A 887364107 1,248 13,415 SH SOLE 13,415
TIMKEN CO COM 887389104 227 13,900 SH SOLE 13,900
TJX COS INC NEW COM 872540109 1,542 69,500 SH SOLE 69,500
TORCHMARK CORP COM 891027104 682 29,500 SH SOLE 29,500
TOSCO CORP COM NEW 891490302 985 32,300 SH SOLE 32,300
TOYS R US INC COM 892335100 811 54,700 SH SOLE 54,700
FAIR MARKET VALUE (page): 448,080
TRANSOCEAN SEDCO FOREX INC COM G90078109 2,386 46,486 SH SOLE 46,486
TRIBUNE CO NEW COM 896047107 1,946 53,200 SH SOLE 53,200
TRICON GLOBAL RESTAURANTS INC COM 895953107 1,067 34,332 SH SOLE 34,332
TRW INC COM 872649108 1,598 27,300 SH SOLE 27,300
TUPPERWARE CORP COM 899896104 205 12,950 SH SOLE 12,950
TUT SYSTEMS INC COM 901103101 6,845 114,919 SH SOLE 114,919
TYCO INTL LTD NEW COM 902124106 18,899 378,632 SH SOLE 378,632
U S BANCORP DEL COM 902973106 3,587 163,970 SH SOLE 163,970
U S WEST INC NEW COM 91273H101 8,228 113,276 SH SOLE 113,276
U.S. INTERACTIVE INC COM 90334M109 8,938 250,000 SH SOLE 250,000
UNICOM CORP COM 904911104 1,782 48,800 SH SOLE 48,800
UNILEVER N V N Y SHS 904784709 6,167 128,139 SH SOLE 128,139
NEW+B365
UNION CARBIDE CORP COM 905581104 1,753 30,056 SH SOLE 30,056
UNION PAC CORP COM 907818108 2,180 55,700 SH SOLE 55,700
UNION PAC RES GROUP INC COM 907834105 820 56,496 SH SOLE 56,496
UNION PLANTERS CORP TENN COM 908068109 974 31,600 SH SOLE 31,600
UNISYS CORP COM 909214108 1,774 69,500 SH SOLE 69,500
UNITED HEALTHCARE CORP COM 910581107 2,269 38,048 SH SOLE 38,048
UNITED TECHNOLOGIES CORP COM 913017109 6,774 107,200 SH SOLE 107,200
UNOCAL CORP COM 915289102 1,619 54,400 SH SOLE 54,400
UNUMPROVIDENT CORP COM 91529Y106 914 53,776 SH SOLE 53,776
US AIRWAYS GROUP INC COM 911905107 446 16,000 SH SOLE 16,000
UST INC COM 902911106 600 38,393 SH SOLE 38,393
USX MARATHON GROUP COM NEW 902905827 1,814 69,600 SH SOLE 69,600
USX U S STL GROUP COM 90337T101 496 19,800 SH SOLE 19,800
UTSTARCOM INC COM 918076100 384,199 4,921,684 SH SOLE 4,921,684
V F CORP COM 918204108 635 26,400 SH SOLE 26,400
VA LINUX SYSTEMS INC COM 91819B105 213,953 3,543,741 SH SOLE 3,543,741
VIACOM INC CL B 925524308 8,247 156,322 SH SOLE 156,322
VOXWARE INC COM 92906L105 5,156 500,000 SH SOLE 500,000
VTEL CORP COM 918333105 12,965 1,672,846 SH SOLE 1,672,846
VULCAN MATLS CO COM 929160109 1,031 22,500 SH SOLE 22,500
WACHOVIA CORP COM 929771103 3,075 45,500 SH SOLE 45,500
WAL MART STORES INC COM 931142103 55,516 997,666 SH SOLE 997,666
WALGREEN CO COM 931422109 5,794 225,000 SH SOLE 225,000
WARNER LAMBERT CO COM 934488107 18,772 192,480 SH SOLE 192,480
WASHINGTON MUTUAL INC COM 939322103 3,429 129,390 SH SOLE 129,390
WASTE MGMT INC DEL COM 94106L109 1,901 138,871 SH SOLE 138,871
WATSON PHARMACEUTICALS INC COM 942683103 854 21,500 SH SOLE 21,500
FAIR MARKET VALUE (page): 799,608
WAVO C0RP COM 944027101 2,234 500,000 SH SOLE 500,000
WELLPOINT HEALTH NETWORK NEW COM 94973H108 1,000 14,300 SH SOLE 14,300
WELLS FARGO & CO NEW COM 949746101 15,075 368,474 SH SOLE 368,474
WENDYS INTL INC COM 950590109 541 26,785 SH SOLE 26,785
WESTVACO CORP COM 961548104 753 22,550 SH SOLE 22,550
WEYERHAEUSER CO COM 962166104 3,003 52,670 SH SOLE 52,670
WHIRLPOOL CORP COM 963320106 980 16,700 SH SOLE 16,700
WILLAMETTE INDS INC COM 969133107 1,003 25,000 SH SOLE 25,000
WILLIAMS COMMUNICATIONS GROUP CL A 969455104 477,975 9,225,093 SH SOLE 9,225,093
INC
WILLIAMS COS INC COM 969457100 4,280 97,392 SH SOLE 97,392
WINN DIXIE STORES INC COM 974280109 647 33,300 SH SOLE 33,300
WORTHINGTON INDS INC COM 981811102 248 20,000 SH SOLE 20,000
WRIGLEY WM JR CO COM 982526105 1,998 26,000 SH SOLE 26,000
XEROX CORP COM 984121103 3,872 148,900 SH SOLE 148,900
XILINX INC COM 983919101 5,930 71,600 SH SOLE 71,600
XIRCOM INC COM 983922105 93,107 2,516,405 SH SOLE 2,516,405
YAHOO INC COM 984332106 20,206 117,900 SH SOLE 117,900
YOUNG & RUBICAM INC COM 987425105 734 15,600 SH SOLE 15,600
FAIR MARKET VALUE (page only): 633,586
FAIR MARKET VALUE REPORT TOTAL: 9,048,548
*Confidential Treatment Requested