13F-HR 1 inftable.txt JUNE 30, 2003 FORM 13F FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ACE LTD COM G0070K103 66800 1948100 SH SOLE 1227400 720700 ALLETE INC COM 018522102 46043 1734209 SH SOLE 1236976 497233 ALLIANT TECHSYSTEMS INC COM 018804104 45874 883725 SH SOLE 468425 415300 AMERICAN STANDARD COM 029712106 231891 3136623 SH SOLE 2100000 1036623 ANADARKO PETROLEUM CORP COM 032511107 81241 1826872 SH SOLE 1261400 565472 BALL CORP COM 058498106 226919 4986142 SH SOLE 3319100 1667042 BANK OF AMERICA CORP COM 060505104 52097 659200 SH SOLE 422350 236850 BARD (C.R.) INC COM 067383109 113747 1595100 SH SOLE 1008400 586700 BAXTER INTL INC COM 071813109 36171 1391200 SH SOLE 909800 481400 BEAR STEARNS COMPANIES INC COM 073902108 33965 469000 SH SOLE 299100 169900 BEARINGPOINT INC COM 074002106 68179 7065200 SH SOLE 5138700 1926500 BIOGEN INC COM 090597105 214664 5649043 SH SOLE 3790850 1858193 BLACK & DECKER CORP COM 091797100 140491 3233400 SH SOLE 2176300 1057100 BORDERS GROUP INC COM 099709107 8553 485700 SH SOLE 265200 220500 CELERA GENOMICS GROUP-APPLER COM 038020202 5357 519100 SH SOLE 59800 459300 CELGENE CORP COM 151020104 53455 1758375 SH SOLE 1207100 551275 CEPHALON INC COM 156708109 83298 2023768 SH SOLE 1344400 679368 CHEVRONTEXACO CORPORATION COM 166764100 57097 790819 SH SOLE 502412 288407 CITIGROUP INC COM 172967101 97035 2267182 SH SOLE 1450730 816452 COMMUNITY HEALTH SYSTEMS INC COM 203668108 82436 4273500 SH SOLE 2945500 1328000 CONCORD EFS INC COM 206197105 11097 753900 SH SOLE 472900 281000 CONOCOPHILLIPS COM 20825C104 39697 724392 SH SOLE 463450 260942 CONSTELLATION ENERGY GROUP COM 210371100 146298 4265260 SH SOLE 3116500 1148760 COOPER INDUSTRIES LTD CL A COM G24182100 103874 2515100 SH SOLE 1752000 763100 DARDEN RESTAURANTS INC COM 237194105 58364 3075006 SH SOLE 1998850 1076156 DEAN FOODS CO COM 242370104 240860 7646337 SH SOLE 5043337 2603000 DEERE & CO COM 244199105 38452 841400 SH SOLE 530100 311300 DEL MONTE FOODS COMPANY COM 24522P103 8001 905100 SH SOLE 95500 809600 DOW CHEMICAL COM 260543103 34127 1102300 SH SOLE 701700 400600 DST SYSTEMS INC COM 233326107 66226 1742800 SH SOLE 1275600 467200 DUN & BRADSTREET NEW COM 26483E100 185327 4509177 SH SOLE 3225200 1283977 DUPONT (EI) DE NEMOURS COM 263534109 47299 1135900 SH SOLE 716700 419200 EASTMAN CHEMICAL CO COM 277432100 70953 2240400 SH SOLE 1485200 755200 ECHOSTAR COMMUNICATNS CORP COM 278762109 12671 366000 SH SOLE 233400 132600 EQUIFAX INC COM 294429105 187908 7227217 SH SOLE 5011200 2216017 FEDERATED DEPARTMENT STORES COM 31410H101 45753 1241600 SH SOLE 789450 452150 FIRST DATA CORP COM 319963104 47142 1137600 SH SOLE 723600 414000 FIRST HEALTH GROUP CORP COM 320960107 69072 2502600 SH SOLE 1829900 672700 FLEETBOSTON FIN CORP COM 339030108 49953 1681350 SH SOLE 1071900 609450 FORTUNE BRANDS COM 349631101 86170 1650763 SH SOLE 1228050 422713 FRANKLIN RESOURCES INC COM 354613101 36820 942400 SH SOLE 594100 348300 FREDDIE MAC COM 313400301 43771 862150 SH SOLE 550750 311400 GENERAL DYNAMICS COM 369550108 208585 2877033 SH SOLE 1930750 946283 GENERAL MOTORS CL H COM 370442832 30607 2389300 SH SOLE 1509800 879500 GENZYME CORP COM 372917104 87398 2090850 SH SOLE 1266050 824800 GEORGIA-PACIFIC CORP COM 373298108 76967 4061600 SH SOLE 2950900 1110700 GUIDANT CORP COM 401698105 248273 5593000 SH SOLE 3846250 1746750 H&R BLOCK INC COM 093671105 63807 1475300 SH SOLE 930350 544950 HARRAH'S ENTERTAINMENT COM 413619107 51994 1292100 SH SOLE 953000 339100 HASBRO INC COM 418056107 125534 7177500 SH SOLE 4499100 2678400 HCA INC COM 404119109 181997 5680300 SH SOLE 3721600 1958700 HOME DEPOT INC COM 437076102 64892 1959300 SH SOLE 1239000 720300 HSBC HOLDINGS PLS spon ADR COM 404280406 35850 606500 SH SOLE 443900 162600 IBM CORPORATION COM 459200101 29459 357080 SH SOLE 224980 132100 ICN PHARMACEUTICALS INC COM 448924100 127973 7635632 SH SOLE 5150875 2484757 IMATION CORP COM 45245A107 27582 729300 SH SOLE 532600 196700 INTERNATIONAL PAPER COM 460146103 40118 1122800 SH SOLE 715100 407700 INVITROGEN CORP COM 46185R100 77609 2022650 SH SOLE 1424850 597800 J.P. MORGAN CHASE & CO COM 46625H100 65499 1916300 SH SOLE 1222700 693600 L-3 COMMUNICATION HLDGS COM 502424104 137968 3172400 SH SOLE 2065100 1107300 LABORATORY CORP OF AMERICA HLD COM 50540R409 182986 6069200 SH SOLE 3932750 2136450 LEHMAN BROTHERS HOLDINGS INC COM 524908100 58230 875900 SH SOLE 555000 320900 LENNAR CORP CL A COM 526057104 23738 332000 SH SOLE 243800 88200 LIMITED BRANDS COM 532716107 55789 3599300 SH SOLE 2340500 1258800 LOCKHEED MARTIN COM 539830109 52222 1097800 SH SOLE 714950 382850 MANDALAY RESORT GROUP COM 562567107 62449 1960717 SH SOLE 1457000 503717 MANOR CARE INC COM 564055101 212945 8514400 SH SOLE 5618400 2896000 MARSH & MCLENNAN COS INC COM 571748102 85397 1672150 SH SOLE 1069450 602700 MATTEL INC COM 577081102 138113 7299816 SH SOLE 4995100 2304716 MBNA CORP COM 55262L100 90571 4346000 SH SOLE 2741400 1604600 MELLON FINANCIAL CORP COM 58551A108 43190 1556400 SH SOLE 995250 561150 MERRILL LYNCH COM 590188108 35075 751400 SH SOLE 478500 272900 MILLIPORE CORP COM 601073109 146683 3305897 SH SOLE 2205000 1100897 MONSANTO CO COM 61166W101 102149 4720400 SH SOLE 3449700 1270700 MORGAN STANLEY COM 617446448 31659 740550 SH SOLE 462300 278250 NEWS CORP LTD-SPON ADR COM 652487802 45133 1801700 SH SOLE 1320600 481100 NORTHROP GRUMMAN CORP COM 666807102 51558 597500 SH SOLE 390050 207450 OXFORD HEALTH PLANS INC COM 691471106 223764 5323900 SH SOLE 3535500 1788400 PACKAGING CORP OF AMERICA COM 695156109 118893 6451057 SH SOLE 3918600 2532457 PACTIV CORP COM 695257105 38023 1929100 SH SOLE 1410500 518600 PFIZER INC COM 717081103 38204 1118720 SH SOLE 733020 385700 POTLATCH CORP COM 737628107 7782 302200 SH SOLE 136400 165800 QUEST DIAGNOSTICS COM 74834L100 76477 1198700 SH SOLE 819800 378900 ROCKWELL COLLINS INC COM 774341101 4739 192400 SH SOLE 25200 167200 RYDER SYSTEM INC COM 783549108 42465 1657510 SH SOLE 1205929 451581 RYLAND GROUP INC. COM 783764103 31841 458800 SH SOLE 335600 123200 SEARS ROEBUCK & CO COM 812387108 40492 1203700 SH SOLE 878900 324800 SONY CORP SPON ADR COM 835699307 5583 199400 SH SOLE 21100 178300 ST PAUL COS COM 792860108 193006 5286400 SH SOLE 3664000 1622400 STORAGE TECH CORP COM 862111200 203728 7914851 SH SOLE 5247700 2667151 TENET HEALTHCARE CORP COM 88033G100 101385 8702546 SH SOLE 5901600 2800946 THERMO ELECTRON CORP COM 883556102 191641 9117057 SH SOLE 6383500 2733557 TJX CO INC COM 872540109 141140 7491492 SH SOLE 5182800 2308692 TYCO INTERNATIONAL LTD COM 902124106 262132 13810950 SH SOLE 8667150 5143800 U.S. BANCORP COM 902973304 52501 2142900 SH SOLE 1365900 777000 UNITED TECHNOLOGIES COM 913017109 59207 835900 SH SOLE 543100 292800 VIASYS HEALTHCARE INC COM 92553Q209 69592 3361924 SH SOLE 2111635 1250289 WASTE MANAGEMENT INC COM 94106L109 195284 8106422 SH SOLE 5407807 2698615 WELLPOINT HEALTH NETWORKS COM 94973H108 62458 740900 SH SOLE 480400 260500 WELLS FARGO & CO COM 949746101 44834 889572 SH SOLE 567200 322372 WEYERHAEUSER CO COM 962166104 70157 1299200 SH SOLE 831300 467900 WILLIS GROUP HOLDINGS LTD COM G96655108 122631 3988000 SH SOLE 2916700 1071300 WPP GROUP PLC SPONS ADR COM 929309300 40399 1008200 SH SOLE 741500 266700 YUM! BRANDS INC COM 988498101 205323 6945964 SH SOLE 4708000 2237964