13F-HR filing

VALIDATED

Holdings period 2002-12-31 · Filed 2003-02-14 · Accession 0001085146-03-000059

#	Issuer	Class / CUSIP	Kind	Shares	Value
1	ADVANCED MEDICAL OPTICS INC	COM · 00763M108	LONG	543,000	$6.5 million
2	AGERE SYS INC	CL B · 00845V209	LONG	400,000	$560,000
3	ALLMERICA FINL CORP	COM · 019754100	LONG	126,100	$1.3 million
4	BINDVIEW DEV CORP	COM · 090327107	LONG	2,590,300	$3.7 million
5	COMCAST CORP NEW	CL A SPL · 20030N200	LONG	1,000,000	$22.6 million
6	FIDELITY NATL FINL INC	COM · 316326107	LONG	210,657	$6.9 million
7	FIRST CMNTY BANCORP CALIF	COM · 31983B101	LONG	171,493	$5.6 million
8	GENESIS HEALTH VENTURE INC N	COM · 37183F107	LONG	300,000	$4.6 million
9	INSIGNIA FINL GROUP INC NEW	COM · 45767A105	LONG	1,009,400	$7.3 million
10	INTERSIL CORP	CL A · 46069S109	LONG	150,000	$2.1 million
11	KINDRED HEALTHCARE INC	COM · 494580103	LONG	150,000	$2.7 million
12	LIBERTY MEDIA CORP NEW	COM SER A · 530718105	LONG	2,973,719	$26.6 million
13	LOCAL FINL CORP	COM · 539553107	LONG	473,000	$6.9 million
14	LUFKIN INDS INC	COM · 549764108	LONG	186,100	$4.4 million
15	M D C HLDGS INC	COM · 552676108	LONG	273,400	$10.5 million
16	PATINA OIL & GAS CORP	COM · 703224105	LONG	100,000	$3.2 million
17	PENN VA CORP	COM · 707882106	LONG	880,000	$32.0 million
18	PG&E CORP	COM · 69331C108	LONG	900,000	$12.5 million
19	PLAINS EXPL& PRODTN CO	COM · 726505100	LONG	548,300	$5.3 million
20	PLAINS RES INC	COM PAR $0.10 · 726540503	LONG	111,100	$1.3 million
21	POTLATCH CORP	COM · 737628107	LONG	820,000	$19.6 million
22	RESONATE INC	COM · 76115Q104	LONG	220,300	$388,000
23	SILICON LABORATORIES INC	COM · 826919102	LONG	231,000	$4.4 million
24	SKYWORKS SOLUTIONS INC	COM · 83088M102	LONG	300,000	$2.6 million
25	TENET HEALTHCARE CORP	COM · 88033G100	LONG	1,100,000	$18.0 million
26	TRIQUINT SEMICONDUCTOR INC	COM · 89674K103	LONG	250,000	$1.1 million