UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F Cover Page
Report for the Calendar Year or Quarter Ended: September 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: 2000 Auburn Drive, Suite 300
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) 292-2950
Signature, Place, and Date of Signing:
/s/ DAVID R. WEBB
[Signature]
Cleveland, Ohio
[City, State]
November 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:
76
Form 13F Information Table Value Total:
$ 1,412,981 (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>
Name of Issuer Title of Value Shrs or SH/PRN PUT/Call Investment Other Voting authority
Class Cusip (000's) prn amt Discretion Managers Sole Share None
<S> <C> <C> <C> <C> <C> <C> <C>
Cognex Corporation COM 192422103 125,011 3,169,840 SH Sole 3,169,840
RF Micro Devices COM 749941100 111,797 3,493,654 SH Sole 3,493,654
Xilinx Inc. COM 983919101 108,691 1,269,389 SH Sole 1,269,389
Microchip Technology COM 595017104 94,434 2,856,230 SH Sole 2,856,230
Concord EFS Inc. COM 206197105 79,186 2,229,620 SH Sole 2,229,620
Royal Caribbean Cruises COM V7780T103 68,305 2,653,655 SH Sole 2,653,655
Affiliated Computer CL A 008190100 65,532 1,313,930 SH Sole 1,313,930
HNC Software COM 40425P107 55,255 675,380 SH Sole 675,380
NOVA Corporation COM 669784100 49,604 2,896,610 SH Sole 2,896,610
R & B Falcon Corp. COM 74912E101 48,606 1,743,708 SH Sole 1,743,708
Ambac Financial Group COM 023139108 47,619 650,090 SH Sole 650,090
United Therapeutics COM 91307C102 40,071 458,614 SH Sole 458,614
Atmel Corporation COM 049513104 38,660 2,545,526 SH Sole 2,545,526
KLA-Tencor Corp. COM 482480100 36,771 892,770 SH Sole 892,770
ATMI COM 00207R101 36,414 1,557,820 SH Sole 1,557,820
BMC Software COM 055921100 32,832 1,716,710 SH Sole 1,716,710
Del Webb Corporation COM 947423109 28,125 1,013,505 SH Sole 1,013,505
PLX Technology Inc COM 693417107 23,368 869,499 SH Sole 869,499
Lattice Semiconductor COM 518415104 22,906 426,165 SH Sole 426,165
USX Marathon GP COM 902905827 22,028 776,307 SH Sole 776,307
QLT Phototherapeutics COM 746927102 19,737 278,479 SH Sole 278,479
American Italian Pasta CL A 027070101 19,593 1,021,120 SH Sole 1,021,120
Mitchell Energy CL A 606592202 18,423 395,125 SH Sole 395,125
Triton Energy 'A' CL A G90751101 17,275 442,950 SH Sole 442,950
Westwood One Inc. COM 961815107 16,066 749,420 SH Sole 749,420
"Conoco Inc., Cl A" CL A 208251306 12,448 476,480 SH Sole 476,480
Stone Energy Corp. COM 861642106 12,381 225,100 SH Sole 225,100
Conseco COM 208464107 12,255 1,607,260 SH Sole 1,607,260
Ocean Energy Inc. Tex. COM 67481E106 12,245 793,190 SH Sole 793,190
Hyperion Solutions COM 44914M104 11,674 451,165 SH Sole 451,165
Transwitch Corp. COM 894065101 9,558 149,931 SH Sole 149,931
Brush Engineered COM 117421107 9,493 438,980 SH Sole 438,980
Steel Dynamics COM 858119100 9,442 1,027,675 SH Sole 1,027,675
Aclara BioSciences Inc. COM 00461P106 9,366 308,340 SH Sole 308,340
Tiffany & Co. COM 886547108 9,086 235,610 SH Sole 235,610
National City Corp COM 635405103 8,374 378,492 SH Sole 378,492
Linear Technology COM 535678106 8,079 124,770 SH Sole 124,770
Getty Images, Inc. COM 374276103 8,011 263,200 SH Sole 263,200
Altera Corporation COM 021441100 5,360 112,260 SH Sole 112,260
Whitehall Jewellers In COM 965063100 4,115 518,417 SH Sole 518,417
Semtech Corp. COM 816850101 3,435 79,660 SH Sole 79,660
Clear Channel COM 184502102 3,108 55,000 SH Sole 55,000
Conoco Inc., Cl B CL B 208251405 3,044 113,000 SH Sole 113,000
Wilson The Leather COM 972463103 2,974 164,640 SH Sole 164,640
Trimeris Inc. COM 896263100 2,902 41,500 SH Sole 41,500
Credence Systems Corp COM 225302108 2,715 90,490 SH Sole 90,490
Remington Oil and Gas COM 759594302 2,572 246,440 SH Sole 246,440
Neon Systems COM 640509105 1,955 177,710 SH Sole 177,710
Cadence Design Systems COM 127387108 1,793 69,800 SH Sole 69,800
BP Amoco CL A 055622104 1,627 30,705 SH Sole 30,705
Carnival COM 143658102 1,531 62,160 SH Sole 62,160
JDS Uniphase Corp. COM 46612J101 1,421 15,011 SH Sole 15,011
Curtiss-Wright COM 231561101 1,414 29,975 SH Sole 29,975
Retek Inc. COM 76128Q109 1,325 25,000 SH Sole 25,000
McKesson HBOC, Inc. COM 58155Q103 1,081 35,370 SH Sole 35,370
Imation Corp. COM 45245A107 1,076 57,760 SH Sole 57,760
Micron Technology COM 595112103 911 19,800 SH Sole 19,800
Applied Materials COM 038222105 902 15,200 SH Sole 15,200
Bluegreen COM 096231105 779 271,025 SH Sole 271,025
Crossman Communities COM 22764E109 756 38,280 SH Sole 38,280
Global Telesystems COM 37936U104 721 158,114 SH Sole 158,114
Rowan Cos. Inc. COM 779382100 676 23,300 SH Sole 23,300
Ameritrade Holding CL A 03072H109 667 37,600 SH Sole 7,600
Broadcom Corporation CL A 111320107 622 2,550 SH Sole 2,550
PRI Automation COM 69357H106 582 31,880 SH Sole 31,880
Global Marine COM 379352404 553 17,900 SH Sole 17,900
Citigroup Inc. COM 172967101 524 9,684 SH Sole 9,684
Nabors Inds. Inc. COM 629568106 508 9,700 SH Sole 9,700
Analog Devices COM 032654105 466 5,640 SH Sole 5,640
Cooper Cameron COM 216640102 449 6,100 SH Sole 6,100
Weatherford Intl. Inc. COM 947074100 430 10,000 SH Sole 10,000
Polymer Group Inc COM 731745105 309 41,900 SH Sole 41,900
Ensco Intl. Inc. COM 26874Q100 249 6,500 SH Sole 6,500
Arena Pharmaceuticals COM 040047102 243 5,640 SH Sole 5,640
BF Goodrich COM 382388106 237 6,040 SH Sole 6,040
Exar COM 300645108 230 1,900 SH Sole 1,900
</TABLE>
