UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F Cover Page
Report for the Calendar Year or Quarter Ended: March 31, 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]
May 12, 1999
[Date]
Report Type (Check only one.):
[ ] 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:
60
Form 13F Information Table Value Total:
$ 1,435,544 (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
<TABLE>
<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 230,451 1,714,984 SH Sole 1,714,984
Cognex Corporation COM 192422103 135,729 2,352,830 SH Sole 2,352,830
Xilinx Inc. COM 983919101 97,122 1,172,792 SH Sole 1,172,792
Microchip Technology COM 595017104 92,314 1,404,010 SH Sole 1,404,010
NOVA Corporation COM 669784100 92,235 3,166,867 SH Sole 3,166,867
Vitesse Semiconductor COM 928497106 66,634 692,305 SH Sole 692,305
Finisar Corporation COM 31787A101 48,655 332,080 SH Sole 332,080
ATMI COM 00207R101 48,200 1,009,430 SH Sole 1,009,430
United Therapeutics COM 91307C102 42,088 541,324 SH Sole 541,324
BMC Software Corp COM 055921100 41,535 841,222 SH Sole 841,222
Affiliated Computer COM 008190100 40,644 1,069,570 SH Sole 1,069,570
Atmel Corporation COM 049513104 39,034 756,098 SH Sole 756,098
Royal Caribbean Cruises COM V7780T103 36,181 1,292,167 SH Sole 1,292,167
National City Corp COM 635405103 35,072 1,700,439 SH Sole 1,700,439
Incyte Pharmaceuticals COM 45337C102 33,116 378,734 SH Sole 378,734
R & B Falcon Corp. COM 74912E101 28,654 1,455,421 SH Sole 1,455,421
American Italian Pasta COM 027070101 21,535 874,530 SH Sole 874,530
Cisco Systems, Inc. COM 17275R102 20,001 258,698 SH Sole 258,698
Whitehall Jewellers Inc COM 965063100 19,170 815,766 SH Sole 815,766
Cendant Corp. COM 151313103 17,346 928,229 SH Sole 928,229
Titan Pharmaceuticals COM 888314101 17,311 558,405 SH Sole 558,405
Reynolds & Reynolds COM 761695105 15,999 592,540 SH Sole 592,540
Westwood One Inc. COM 961815107 15,305 422,210 SH Sole 422,210
Del Webb Corporation COM 947423109 14,961 1,010,000 SH Sole 1,010,000
Linear Technology Corp. COM 535678106 14,323 260,420 SH Sole 260,420
Conexant Systems Inc. COM 207142100 14,038 197,725 SH Sole 197,725
Semtech Corp. COM 816850101 13,238 206,640 SH Sole 206,640
Triangle Pharmaceutical COM 89589H104 13,067 829,652 SH Sole 829,652
QLT Phototherapeutics COM 746927102 12,252 221,759 SH Sole 221,759
Transwitch Corp. COM 894065101 11,632 121,008 SH Sole 121,008
HNC Software COM 40425P107 10,972 152,253 SH Sole 152,253
Hyperion Solutions Corp COM 44914M104 10,425 320,780 SH Sole 320,780
Concord EFS Inc. COM 206197105 7,432 324,000 SH Sole 324,000
Conseco COM 208464107 7,139 624,150 SH Sole 624,150
Crossman Communities COM 22764E109 6,091 384,468 SH Sole 384,468
Atlantic Richfield COM 048825103 5,092 59,900 SH Sole 59,900
Imation Corp. COM 45245A107 4,941 185,155 SH Sole 185,155
Brush Wellman COM 117421107 4,473 253,810 SH Sole 253,810
ASM Lithography COM N07059111 3,918 35,060 SH Sole 35,060
Steel Dynamics COM 858119100 3,682 318,485 SH Sole 318,485
LSI Logic Corporation COM 502161102 3,619 49,740 SH Sole 49,740
JDS Uniphase Corp. COM 46612J101 3,616 29,996 SH Sole 29,996
Keithley Instruments COM 487584104 3,176 66,680 SH Sole 66,680
Photronics Inc Com COM 719405102 3,168 89,710 SH Sole 89,710
Wilson Leather Experts COM 972463103 2,672 197,910 SH Sole 197,910
Tiffany & Co. COM 886547108 2,591 30,985 SH Sole 30,985
PLX Technology Inc COM 693417107 2,517 67,600 SH Sole 67,600
Analog Devices COM 032654105 2,306 28,640 SH Sole 28,640
Altera Corporation COM 021441100 2,300 25,770 SH Sole 25,770
Global Telesystems COM 37936U104 2,155 105,114 SH Sole 105,114
Intrabiotics Pharm. COM 46116T100 2,089 139,270 SH Sole 139,270
Trimeris Inc. COM 896263100 2,072 41,500 SH Sole 41,500
BF Goodrich COM 382388106 1,827 63,690 SH Sole 63,690
Sunterra Corp. COM 86787D109 1,263 631,605 SH Sole 631,605
Credence Systems Corp COM 225302108 1,230 9,830 SH Sole 9,830
Curtiss-Wright COM 231561101 1,153 31,475 SH Sole 31,475
Bluegreen COM 096231105 1,105 360,730 SH Sole 360,730
Broadcom Corporation COM 111320107 984 4,050 SH Sole 4,050
McKesson HBOC, Inc. COM 58155Q103 962 45,810 SH Sole 45,810
Lincoln Electric-ClassB COM 533900106 622 25,700 SH Sole 25,700
Goldman Sachs COM 38141G104 407 3,870 SH Sole 3,870
Lifeminders.com COM 53219H108 407 6,000 SH Sole 6,000
Applied Materials COM 038222105 377 4,000 SH Sole 4,000
LTV Corp. COM 501921100 331 92,790 SH Sole 92,790
Rational Software COM 75409P202 301 3,937 SH Sole 3,937
KLA-Tencor Corp. COM 482480100 290 3,440 SH Sole 3,440
</TABLE>
