UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F Cover Page
Report for the Calendar Year or Quarter Ended: June 30, 2000
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: Shaker Investments, Inc.
Address: 20600 Chagrin Boulevard, Suite 801
Cleveland, Ohio 44122
Form 13F File Number: 28-5322
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.
Person Signing this Report on Behalf of Reporting Manager:
Name: David R. Webb
Title: Executive Vice President
Phone: (216) 921-2950
Signature, Place, and Date of Signing:
/s/ DAVID R. WEBB
[Signature]
Cleveland, Ohio
[City, State]
August 11, 2000
[Date]
Report Type (Check only one.):
[X] 13F HOLDINGS REPORT. (Check 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 manger (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 manger (s) .)
<PAGE>
Form 13F Summary Page
Report Summary:
Number of Other Included Managers:
0
Form 13F Information Table Entry Total:
82
Form 13F Information Table Value Total:
$ 1,390,243 (thousands)
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>
FORM 13F INFORMATION TABLE
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<CAPTION>
Title of Value Shrs or SH/PRN PUT/CALL Investment Other Voting Authority
-------- ------- ------- -------- -------- ---------- ------ ----------------
Name of Issuer Class Cusip (x$1000) prn amt Discretion Managers Sole Share None
-------------- ----- ------- -------- ------- ----------- -------- ----- ------ ----
<S> <C> <C> <C> <C> <C> <C> <C>
RF Micro Devices COM 749941100 146,341 1,670,081 SH Sole 1,670,081
Cognex Corporation COM 192422103 133,440 2,578,550 SH Sole 2,578,550
Xilinx Inc. COM 983919101 90,797 1,099,734 SH Sole 1,099,734
Microchip Technology COM 595017104 90,681 1,556,338 SH Sole 1,556,338
NOVA Corporation COM 669784100 85,533 3,061,578 SH Sole 3,061,578
ATMI COM 00207R101 64,925 1,396,230 SH Sole 1,396,230
Atmel Corporation COM 049513104 48,693 1,320,478 SH Sole 1,320,478
KLA-Tencor Corp. COM 482480100 47,827 816,690 SH Sole 816,690
Royal Caribbean Cruises COM V7780T103 44,644 2,413,215 SH Sole 2,413,215
Concord EFS Inc. COM 206197105 40,720 1,566,135 SH Sole 1,566,135
BMC Software COM 055921100 40,306 1,104,742 SH Sole 1,104,742
United Therapeutics COM 91307C102 39,500 364,474 SH Sole 364,474
R & B Falcon Corp. COM 74912E101 37,741 1,601,738 SH Sole 1,601,738
Affiliated Computer COM 008190100 36,948 1,117,520 SH Sole 1,117,520
Incyte Genomics COM 45337C102 34,750 422,809 SH Sole 422,809
PLX Technology Inc COM 693417107 32,105 773,619 SH Sole 773,619
HNC Software COM 40425P107 31,568 511,220 SH Sole 511,220
Semtech Corp. COM 816850101 30,744 401,965 SH Sole 401,965
Lattice Semiconductor COM 518415104 28,003 405,110 SH Sole 405,110
National City Corp COM 635405103 26,312 1,542,108 SH Sole 1,542,108
QLT Phototherapeutics COM 746927102 22,376 289,429 SH Sole 289,429
American Italian Pasta COM 027070101 18,601 899,120 SH Sole 899,120
Del Webb Corporation COM 947423109 17,992 1,174,990 SH Sole 1,174,990
Whitehall Jewellers Inc COM 965063100 14,190 761,901 SH Sole 761,901
Conseco COM 208464107 14,115 1,447,740 SH Sole 1,447,740
Hyperion Solutions Corp COM 44914M104 12,348 380,670 SH Sole 380,670
Westwood One Inc. COM 961815107 11,705 342,990 SH Sole 342,990
Stone Energy Corp. COM 861642106 11,289 188,930 SH Sole 188,930
Mitchell Energy Cl'B' COM 606592202 11,198 354,780 SH Sole 354,780
Dean Foods COM 242361103 10,786 340,393 SH Sole 340,393
USX Marathon GP COM 902905827 10,534 420,310 SH Sole 420,310
Keithley Instruments COM 487584104 10,486 120,360 SH Sole 120,360
Steel Dynamics COM 858119100 9,069 1,000,735 SH Sole 1,000,735
Linear Technology COM 535678106 8,513 133,150 SH Sole 133,150
Tiffany & Co. COM 886547108 7,049 104,435 SH Sole 104,435
Brush Engineered Mtrl. COM 117421107 7,037 450,380 SH Sole 450,380
Altera Corporation COM 021441100 5,542 54,370 SH Sole 54,370
Imation Corp. COM 45245A107 4,961 168,895 SH Sole 168,895
PRI Automation COM 69357H106 3,462 52,940 SH Sole 52,940
LSI Logic Corporation COM 502161102 3,167 58,510 SH Sole 58,510
Neon Systems COM 640509105 3,127 166,750 SH Sole 166,750
Photronics Inc Com COM 719405102 3,006 105,940 SH Sole 105,940
Wilson The Leather Exp COM 972463103 2,932 199,640 SH Sole 199,640
Trimeris Inc. COM 896263100 2,902 41,500 SH Sole 41,500
Credence Systems Corp COM 225302108 2,896 52,480 SH Sole 52,480
Broadcom Corporation COM 111320107 2,485 11,350 SH Sole 11,350
BP Amoco COM 055622104 2,028 35,848 SH Sole 35,848
Finisar Corporation COM 31787A101 1,984 75,760 SH Sole 75,760
JDS Uniphase Corp. COM 46612J101 1,796 14,986 SH Sole 14,986
Carnival COM 143658102 1,580 81,020 SH Sole 81,020
Global Telesystems COM 37936U104 1,268 105,114 SH Sole 105,114
Curtiss-Wright COM 231561101 1,115 29,975 SH Sole 29,975
Crossman Communities COM 22764E109 1,061 64,324 SH Sole 64,324
Qlogic COM 747277101 1,027 15,550 SH Sole 15,550
Integrated Device Tech. COM 458118106 982 16,400 SH Sole 16,400
SDL Inc. COM 784076101 970 3,400 SH Sole 3,400
Bluegreen COM 096231105 853 310,130 SH Sole 310,130
Retek Inc. COM 76128Q109 800 25,000 SH Sole 25,000
Metro-Goldwyn-Mayer Inc COM 591610100 795 30,412 SH Sole 30,412
McKesson HBOC, Inc. COM 58155Q103 778 37,160 SH Sole 37,160
Power Integrations COM 739276103 743 31,530 SH Sole 31,530
Cabletron Systems Inc. COM 126920107 710 28,100 SH Sole 28,100
Advanced Fibre Comm. COM 00754A105 657 14,500 SH Sole 14,500
Global Marine COM 379352404 629 22,300 SH Sole 22,300
Cree Inc. COM 225447101 627 4,700 SH Sole 4,700
Cypress Semiconductor COM 232806109 621 14,695 SH Sole 14,695
Aware Inc. Mass COM 05453N100 619 12,100 SH Sole 12,100
BJ Svcs. Co. COM 055482103 594 9,500 SH Sole 9,500
National Semiconductor COM 637640103 579 10,200 SH Sole 10,200
Polymer Group Inc COM 731745105 475 51,400 SH Sole 51,400
Triangle Pharmaceutical COM 89589H104 475 52,385 SH Sole 52,385
Sonus Networks Inc. COM 835916107 426 2,700 SH Sole 2,700
Conoco Inc., Cl B CL B 208251405 393 16,000 SH Sole 16,000
Conoco Inc., Cl A CL A 208251306 374 17,000 SH Sole 17,000
Rational Software COM 75409P202 366 3,937 SH Sole 3,937
Copper Mountain Network COM 217510106 300 3,400 SH Sole 3,400
LTV Corp. COM 501921100 267 92,790 SH Sole 92,790
Accredo Health Inc. COM 00437V104 242 7,000 SH Sole 7,000
Abbott Laboratories COM 002824100 232 5,200 SH Sole 5,200
BF Goodrich COM 382388106 206 6,040 SH Sole 6,040
Cisco Systems, Inc. COM 17275R102 205 3,233 SH Sole 3,233
Sunterra Corp. COM 86787D109 122 529,195 SH Sole 529,195
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