-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, UQEpYT92+vf3qFMfERogPQbkjKijC+MxlGROPXjbqHPNaR/e7CY98XufEeNY5BlG df4FCXG/8KsXnnIVYn5Bcg== <SEC-DOCUMENT>0000935836-03-000321.txt : 20031113 <SEC-HEADER>0000935836-03-000321.hdr.sgml : 20031113 <ACCEPTANCE-DATETIME>20031113111457 ACCESSION NUMBER: 0000935836-03-000321 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20030930 FILED AS OF DATE: 20031113 EFFECTIVENESS DATE: 20031113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: INSIGHT CAPITAL RESEARCH & MANAGEMENT INC CENTRAL INDEX KEY: 0000938506 IRS NUMBER: 680166479 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04736 FILM NUMBER: 03996343 BUSINESS ADDRESS: STREET 1: 2121 N CALIFORNIA BLVD STE 560 CITY: WALNUT CREEK STATE: CA ZIP: 94596 MAIL ADDRESS: STREET 1: 2121 N CALIFORNIA BLVD STREET 2: STE 560 CITY: WALNUT CREEK STATE: CA ZIP: 94596 </SEC-HEADER> <DOCUMENT> <TYPE>13F-HR <SEQUENCE>1 <FILENAME>insight13f.txt <TEXT> UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 2003 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: Insight Capital Research & Management, Inc. Address: 2121 N. California Boulevard, Suite 560 Walnut Creek, CA 94596 Form 13F File Number: 28-04736 The institutional investment manager filing this report and the person by whom it is signed hereby represent 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: James Foran Title: Controller Phone: 925-948-2000 Signature, Place and Date of Signing: James Foran Walnut Creek, CA November 10, 2003 [Signature] [City, State] [Date] Report Type (Check only one.): XXX 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).) <Page> Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: -0- Form 13F Information Table Entry Total: 125 Form 13F Information Table Value Total: 881,792 (X 1000) 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. NONE <Page> <Table> NAME OF ISSUER TITLE CUSIP VALUE SHARES INV. OTHER VOTING AUTHORITY OF CLASS X1000 DISC MGR SOLE SHARED NO VOTING <C> <C> Airtran Hldgs Inc cs 00949P108 16,597 990,854 sole n/a 615,319 n/a 375,535 Align Technology Inc cs 016255101 3,295 263,402 sole n/a 113,722 n/a 149,680 Alkermes Inc cs 01642T108 439 31,980 sole n/a 31,980 n/a 0 Amazon.Com Inc cs 023135106 13,133 271,169 sole n/a 120,578 n/a 150,591 Amdocs Limited Ord cs G02602103 9,406 500,319 sole n/a 368,480 n/a 131,839 Ameritrade Holding Corp CL A cs 03072H109 9,089 794,476 sole n/a 580,125 n/a 214,351 Amgen Inc cs 031162100 4,579 70,972 sole n/a 30,125 n/a 40,847 Apollo Group Inc CL A cs 037604105 5,050 76,473 sole n/a 32,871 n/a 43,602 Applied Materials cs 038222105 278 15,309 sole n/a 700 n/a 14,609 Artisan Components Inc cs 042923102 2,599 154,718 sole n/a 59,724 n/a 94,994 Ask Jeeves cs 045174109 9,764 561,467 sole n/a 316,936 n/a 244,531 ASML Holding NV cs N07059111 8,875 676,467 sole n/a 516,964 n/a 159,503 Astoria Finl Corp cs 046265104 1,270 41,110 sole n/a 41,110 n/a 0 Au Optronics Corp cs 002255107 9,623 754,168 sole n/a 550,095 n/a 204,073 Bed, Bath & Beyond cs 075896100 588 15,352 sole n/a 7,089 n/a 8,263 Biolase Tech Inc cs 090911108 14,216 1,245,914 sole n/a 593,126 n/a 652,788 Bombay Corp cs 097924104 2,776 281,777 sole n/a 120,464 n/a 161,313 Boston Scientific cs 101137107 1,075 16,853 sole n/a 6,773 n/a 10,080 Cablevision Systems cs 12686C109 446 24,623 sole n/a 24,623 n/a 0 Caraco Pharmaceutical Labs Ltdcs 14075T107 3,908 404,963 sole n/a 218,898 n/a 186,065 Career Education Corp cs 141665109 21,282 469,707 sole n/a 299,467 n/a 170,240 Celgene Corp cs 151020104 3,231 74,628 sole n/a 28,873 n/a 45,755 Ceragon Networks Ltd cs M22013102 159 35,325 sole n/a 5,450 n/a 29,875 Chicago Bridge & Iron cs 167250109 8,319 306,313 sole n/a 231,811 n/a 74,502 China Cable & Commn Inc cs 16936M106 129 61,650 sole n/a 9,590 n/a 52,060 China Yuchai Intl Ltd cs G21082105 19,701 1,111,799 sole n/a 574,610 n/a 537,189 Chiron Corp cs 170040109 2,298 44,350 sole n/a 44,350 n/a 0 Cirrus Logic Inc cs 172755100 161 29,240 sole n/a 29,240 n/a 0 Citigroup Inc cs 172967101 451 9,920 sole n/a 610 n/a 9,310 Coach Inc cs 189754104 14,612 267,623 sole n/a 197,212 n/a 70,411 Columbia Labs Inc cs 197779101 6,659 551,265 sole n/a 299,183 n/a 252,082 Comcast Corp Spl Cl A cs 20030N200 874 29,500 sole n/a 29,500 n/a 0 Computer Assoc cs 204912109 422 16,147 sole n/a 1,085 n/a 15,062 Concur Technologies Inc cs 206708109 4,801 408,967 sole n/a 169,628 n/a 239,339 Core Laboratories cs N22717107 641 45,605 sole n/a 45,605 n/a 0 Corinthian Colleges Inc cs 218868107 28,465 498,425 sole n/a 321,111 n/a 177,314 Corning Glass Works cs 219350105 12,108 1,285,358 sole n/a 950,351 n/a 335,007 Coventry Health Care Inc cs 222862104 4,667 88,500 sole n/a 49,500 n/a 39,000 Cypress Semiconductor cs 232806109 12,845 726,534 sole n/a 557,332 n/a 169,202 Daktronics Inc cs 234264109 1,504 94,000 sole n/a 20,000 n/a 74,000 Dell Computer cs 247025109 1,176 35,191 sole n/a 19,251 n/a 15,940 Ebay Inc cs 278642103 7,104 132,445 sole n/a 5,664 n/a 126,781 EMC Corp Mass cs 268648102 428 33,915 sole n/a 2,275 n/a 31,640 eResearch Technology Inc cs 29481V108 27,553 794,708 sole n/a 473,071 n/a 321,637 Evolving Systems cs 30049R100 4,373 370,294 sole n/a 199,751 n/a 170,543 Excel Tech Inc cs 30067T103 540 21,615 sole n/a 21,615 n/a 0 Faro Technologies Inc cs 311642102 3,949 313,943 sole n/a 176,919 n/a 137,024 Flamel Technologies Sa cs 338488109 10,205 302,734 sole n/a 171,156 n/a 131,578 Forest Labs cs 345838106 2,310 44,890 sole n/a 44,660 n/a 230 Foundry Networks Inc cs 35063R100 8,039 373,921 sole n/a 283,795 n/a 90,126 Genzyme Corp cs 372917104 2,394 51,688 sole n/a 45,729 n/a 5,959 Gilead Sciences Inc cs 375558103 8,902 158,844 sole n/a 115,962 n/a 42,882 Globespan Virata Inc cs 37957V106 9,167 1,269,653 sole n/a 963,650 n/a 306,003 Grant Prideco Inc cs 38821G101 170 16,695 sole n/a 16,695 n/a 0 IDEC Pharmaceuticals cs 449370105 1,019 30,615 sole n/a 30,530 n/a 85 Inamed Corp cs 453235103 7,490 101,934 sole n/a 77,489 n/a 24,445 Integra Lifesciences Hldg Corpcs 457985208 2,921 103,238 sole n/a 39,929 n/a 63,309 Isis Pharmaceuticals Corp cs 464330109 226 34,650 sole n/a 34,650 n/a 0 J2 Global Comm Inc cs 46626E205 40,284 1,064,874 sole n/a 586,514 n/a 478,360 Jetblue Airways Corp cs 477143101 424 6,959 sole n/a 471 n/a 6,488 Jos A Bank Clothiers Inc cs 480838101 6,681 152,264 sole n/a 85,520 n/a 66,744 L3 Communications Holdings Inccs 502424104 1,079 24,940 sole n/a 24,940 n/a 0 Leapfrog Enterprises Inc cs 52186N106 18,147 477,556 sole n/a 317,663 n/a 159,893 Liberty Media Corp New cs 530718105 1,039 104,205 sole n/a 104,205 n/a 0 Martek Biosciences Corp cs 572901106 25,432 483,218 sole n/a 305,122 n/a 178,096 Marvell Technology Group Ltd cs G5876H105 421 11,137 sole n/a 740 n/a 10,397 Maxtor Corp cs 577729205 781 64,144 sole n/a 64,144 n/a 0 Medifast Inc cs 58470H101 3,383 273,902 sole n/a 145,419 n/a 128,483 Medimmune Inc cs 584699102 3,592 108,740 sole n/a 43,213 n/a 65,527 MGI Pharmceuticals Inc cs 552880106 4,595 119,000 sole n/a 55,000 n/a 64,000 Mid-Atlantic Med cs 59523C107 3,842 74,700 sole n/a 41,700 n/a 33,000 Mobile Telesystems Ojsc cs 607409109 13,954 189,720 sole n/a 138,896 n/a 50,824 Mobility Electronics Inc cs 60741U101 9,851 1,254,966 sole n/a 659,503 n/a 595,463 Nam Tai Electrs Inc cs 629865205 32,481 1,197,248 sole n/a 750,537 n/a 446,711 Nanogen Inc cs 630075109 67 18,550 sole n/a 18,550 n/a 0 Netease Com Inc cs 64110W102 40,706 728,718 sole n/a 466,566 n/a 262,152 Netflix Inc cs 64110L106 12,717 378,946 sole n/a 208,773 n/a 170,173 Network Engines Inc cs 64121A107 14,158 2,208,808 sole n/a 1,118,351 n/a 1,090,457 Odyssey Healthcare Inc cs 67611V101 6,086 204,078 sole n/a 114,781 n/a 89,297 Omnivision Tech Inc cs 682128103 33,976 804,923 sole n/a 470,497 n/a 334,426 Packeteer Inc cs 695210104 2,534 210,257 sole n/a 75,089 n/a 135,168 Palomar Med Tech Inc cs 697529303 2,882 450,961 sole n/a 258,709 n/a 192,252 Patina Oil and Gas Corp cs 703224105 5,508 152,000 sole n/a 85,000 n/a 67,000 Petmedexpress Com Inc cs 716382106 3,887 504,832 sole n/a 288,543 n/a 216,289 Priceline.Com Inc cs 741503106 5,878 202,424 sole n/a 154,009 n/a 48,415 Primus Telecommunications cs 741929103 4,162 616,638 sole n/a 252,372 n/a 364,266 Progressive Corp cs 743315103 324 4,694 sole n/a 290 n/a 4,404 Qualcomm Inc. cs 747525103 484 11,620 sole n/a 7,122 n/a 4,498 Quantum Corp DSSG cs 747906204 309 100,175 sole n/a 100,175 n/a 0 Roslyn Bancorp Inc cs 778162107 1,198 50,970 sole n/a 50,970 n/a 0 RSA Security Inc cs 749719100 657 45,687 sole n/a 45,687 n/a 0 Ryanair Hldgs Plc cs 783513104 285 7,043 sole n/a 4,753 n/a 2,290 Sandisk Corporation cs 80004C101 17,735 278,322 sole n/a 173,273 n/a 105,049 Sanmina Corp cs 800907107 271 28,040 sole n/a 1,860 n/a 26,180 Select Comfort Corp cs 81616X103 5,554 209,287 sole n/a 118,424 n/a 90,863 Select Medical Corp cs 816196109 1,915 66,500 sole n/a 13,500 n/a 53,000 Sicor Inc cs 825846108 1,352 70,000 sole n/a 70,000 n/a 0 Sigma Designs Inc cs 826565103 5,266 608,815 sole n/a 336,102 n/a 272,713 Sina Com cs G81477104 35,055 981,659 sole n/a 585,364 n/a 396,295 Sohu Com Inc cs 83408W103 33,094 1,061,390 sole n/a 621,191 n/a 440,199 Sonic Solutions cs 835460106 402 28,833 sole n/a 20,346 n/a 8,487 Sonus Networks Inc cs 835916107 7,086 1,022,706 sole n/a 776,753 n/a 245,953 Southwest Airlines cs 844741108 274 15,475 sole n/a 930 n/a 14,545 Stake Technology Ltd cs 852559103 2,457 265,344 sole n/a 102,645 n/a 162,699 Standard Micro cs 853626109 801 29,690 sole n/a 29,690 n/a 0 Starbucks Corp cs 855244109 330 11,459 sole n/a 824 n/a 10,635 Starcraft Corp cs 855269106 6,350 188,078 sole n/a 101,325 n/a 86,753 Stratasys Inc cs 862685104 2,763 64,835 sole n/a 24,808 n/a 40,027 Symantec Corp. cs 871503108 14,292 226,178 sole n/a 171,381 n/a 54,797 Synovis Life Technologies Inc cs 87162G105 2,649 108,363 sole n/a 42,056 n/a 66,307 Taro Pharm Ind Ltd cs M8737E108 11,552 205,842 sole n/a 155,694 n/a 50,148 Tyco International Ltd cs 902124106 1,667 81,591 sole n/a 81,591 n/a 0 Ultratech Stepper Inc. cs 904034105 2,784 98,645 sole n/a 38,195 n/a 60,450 United Healthcare cs 91324P102 3,179 63,178 sole n/a 63,110 n/a 68 United Online Inc cs 911268100 30,774 884,554 sole n/a 551,789 n/a 332,765 Usana Inc cs 90328M107 8,671 177,076 sole n/a 99,320 n/a 77,756 Valueclick Inc cs 92046N102 3,845 457,683 sole n/a 268,631 n/a 189,052 Veritas Software Corp cs 923436109 986 31,273 sole n/a 14,996 n/a 16,277 Vital Images Inc cs 92846N104 4,536 242,301 sole n/a 105,333 n/a 136,968 Wal-Mart Stores cs 931142103 244 4,370 sole n/a 355 n/a 4,015 Weatherford Intl cs G95089101 2,172 57,490 sole n/a 57,490 n/a 0 Western Wireless cs 95988E204 11,652 624,093 sole n/a 474,804 n/a 149,289 Whole Foods Mkt Inc cs 966837106 357 6,475 sole n/a 4,335 n/a 2,140 Yahoo! Inc cs 984332106 1,327 37,498 sole n/a 16,600 n/a 20,898 Zimmer Hldgs Inc cs 98956P102 294 5,327 sole n/a 347 n/a 4,980 </Table> SM\4837\010\1248198.01 </TEXT> </DOCUMENT> </SEC-DOCUMENT> -----END PRIVACY-ENHANCED MESSAGE-----