UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F Cover Page
Report for the Calendar Year or Quarter Ended: December 31, 1999
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]
February 10, 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:
57
Form 13F Information Table Value Total:
$ 921,464 (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 $144,649 2,113,590 SH Sole 2,113,590
NOVA Corporation COM 669784100 $62,704 1,986,677 SH Sole 1,986,677
Cognex Corporation COM 192422103 $64,647 1,657,620 SH Sole 1,657,620
Xilinx Inc. COM 983919101 $58,315 1,282,520 SH Sole 1,282,520
R & B Falcon Corp. COM 74912E101 $16,171 1,220,462 SH Sole 1,220,462
Vitesse Semiconductor COM 928497106 $55,342 1,055,394 SH Sole 1,055,394
Cendant Corp. COM 151313103 $22,319 840,258 SH Sole 840,258
Triangle Pharmaceutical COM 89589H104 $9,027 704,542 SH Sole 704,542
ATMI COM 00207R101 $23,276 703,990 SH Sole 703,990
Microchip Technology COM 595017104 $47,893 699,807 SH Sole 699,807
Sunterra Corp. COM 86787D109 $7,777 676,245 SH Sole 676,245
Del Webb Corporation COM 947423109 $16,759 673,745 SH Sole 673,745
Titan Pharmaceuticals COM 888314101 $11,430 601,575 SH Sole 601,575
United Therapeutics COM 91307C102 $26,039 566,055 SH Sole 566,055
Incyte Pharmaceuticals COM 45337C102 $33,434 557,240 SH Sole 557,240
Reynolds & Reynolds COM 761695105 $11,435 508,244 SH Sole 508,244
BMC Software Corp. COM 055921100 $38,139 477,104 SH Sole 477,104
Boston Communications COM 100582105 $2,323 442,559 SH Sole 442,559
Affiliated Computer COM 008190100 $19,737 429,075 SH Sole 429,075
Crossman Communities COM 22764E109 $6,627 427,523 SH Sole 427,523
American Italian Pasta COM 027070101 $12,730 413,970 SH Sole 413,970
Whitehall Jewellers COM 965063100 $14,972 406,010 SH Sole 406,010
Royal Caribbean Cruises COM V7780T103 $19,244 390,252 SH Sole 390,252
Bluegreen COM 096231105 $1,827 365,400 SH Sole 365,400
Cisco Systems, Inc. COM 17275R102 $38,238 356,945 SH Sole 356,945
Hyperion Solutions COM 44914M104 $13,657 313,945 SH Sole 313,945
HNC Software COM 40425P107 $29,927 282,997 SH Sole 282,997
Atmel Corporation COM 049513104 $6,615 223,774 SH Sole 223,774
Conexant Systems Inc. COM 207142100 $14,695 221,390 SH Sole 221,390
Westwood One Inc. COM 961815107 $16,663 219,246 SH Sole 219,246
Transwitch Corp. COM 894065101 $15,419 212,487 SH Sole 212,487
LTV Corp. COM 501921100 $746 180,750 SH Sole 180,750
QLT Phototherapeutics COM 746927102 $10,371 176,520 SH Sole 176,520
Linear Technology Corp. COM 535678106 $10,666 149,040 SH Sole 149,040
Imation Corp. COM 45245A107 $4,649 138,530 SH Sole 138,530
II - VI COM 902104108 $2,675 132,915 SH Sole 132,915
Wilson Leather Experts COM 972463103 $2,331 126,430 SH Sole 126,430
Steel Dynamics COM 858119100 $1,938 121,590 SH Sole 121,590
Global Telesystems COM 37936U104 $3,653 105,114 SH Sole 105,114
Brush Wellman COM 117421107 $1,611 95,830 SH Sole 95,830
McKesson HBOC, Inc. COM 58155Q103 $1,973 87,670 SH Sole 87,670
BF Goodrich COM 382388106 $1,735 63,090 SH Sole 63,090
Conseco COM 208464107 $1,091 61,270 SH Sole 61,270
Budget Group Inc. COM 119003101 $465 51,300 SH Sole 51,300
JDS Uniphase Corp. COM 46612J101 $6,020 37,320 SH Sole 37,320
Semtech Corp. COM 816850101 $1,898 36,420 SH Sole 36,420
Curtiss-Wright COM 231561101 $1,161 31,475 SH Sole 31,475
Analytical Surveys COM 032683302 $346 30,218 SH Sole 30,218
Key Corporation COM 493267108 $630 28,470 SH Sole 28,470
Storage Tech. COM 862111200 $463 25,100 SH Sole 25,100
Altera Corporation COM 021441100 $1,060 21,390 SH Sole 21,390
Analog Devices COM 032654105 $1,704 18,320 SH Sole 18,320
Micron Technology COM 595112103 $1,232 15,770 SH Sole 15,770
RTI International Metal COM 74973W107 $106 14,100 SH Sole 14,100
Rational Software COM 75409P202 $380 7,737 SH Sole 7,737
Goldman Sachs COM 38141G104 $280 2,970 SH Sole 2,970
Applied Materials COM 038222105 $253 2,000 SH Sole 2,000
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