"Don't tell me that you were strongly considering SDL, Juniper, and Applied Micro...anyone can say that."

HOLDINGS

These are the stocks that the SDW Fund currently holds:  

JDS Uniphase (JDSU)

Date of Purchase: 10/25/00

Purchase Price:  20 shares at 74 1/8

Company Profile

Vignette (VIGN)

Date of Purchase: 11/10/00

Purchase Price:  68 shares at 25 1/16

Company Profile

Network Appliance (NTAP)

Date of Purchase: 1/16/01

Purchase Price:  41 shares at 51 5/16

Company Profile

Millenium Pharmaceuticals (MLNM)

Date of Purchase: 6/25/01

Purchase Price: 88 shares at 32.11

Company Profile

Genentech (DNA)

Date of Purchase: 7/18/01

Purchase Price:  53 at 40.62

Company Profile