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, 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: VMF Capital, L.L.C.
Address: 118 Third Avenue SE
Suite 700
Cedar Rapids, IA 52401
13F File Number: 801-55404
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: Julie Birkicht
Title: Operations Manager
Phone: 319-861-2200
Signature, Place and Date of Signing:
Julie Birkicht Cedar Rapids, Iowa October 4, 2000
Report Type (Check only one.):
[ x ] 13F HOLDINGS REPORT.
[ ] 13F NOTICE.
[ ] 13F COMBINATION REPORT.
List of Other Managers Reporting for this Manager:
I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934.
<PAGE>
FORM 13F SUMMARY PAGE
AS OF DATE: 09/30/00
REPORT SUMMARY:
NUMBER OF OTHER INCLUDED MANAGERS: 0
FORM 13F INFORMATION TABLE ENTRY TOTAL: 145
FORM 13F INFORMATION TABLE VALUE TOTAL: $505,351,000
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<TABLE>
FORM 13F
INFORMATION TABLE
AS OF DATE: 09/30/00
<CAPTION>
VALUE SHARES/ SH/ PUT INVSTMT OTH VOTING AUTHORITY
NAME OF ISSUER CLASS CUSIP x$1000 PRN AMT PRN CAL DSCRETN MAN SOLE SHARED NONE
------------------------------ ------- ---------- ------ ------ --- --- ---- --- ---- ------ ----
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
ABBOTT LABS .................. COM 002824100 6197 130290 SH 0 SOLE 0 130290 0 0
ACE LIMITED INCOME PRIDES .... COM 004408209 403 5000 SH 0 SOLE 0 5000 0 0
ADVANCED ENERGY INDS INC ..... COM 007973100 267 8105 SH 0 SOLE 0 8105 0 0
AEGON N V .................... COM 007924103 366 9864 SH 0 SOLE 0 9864 0 0
AFFILIATED MANAGERS GROUP .... COM 008252108 587 10310 SH 0 SOLE 0 10310 0 0
AGILENT TECHNOLOGIES INC ..... COM 00846U101 3015 61613 SH 0 SOLE 0 61613 0 0
AMERICA ONLINE INC ........... COM 02364J104 3950 73630 SH 0 SOLE 0 73630 0 0
AMERICAN EXPRESS CO .......... COM 025816109 2888 47531 SH 0 SOLE 0 47531 0 0
AMERICAN HOME PRODUCTS CORP .. COM 026609107 301 5330 SH 0 SOLE 0 5330 0 0
AMERICAN INTL GROUP INC ...... COM 026874107 10335 108004 SH 0 SOLE 0 108004 0 0
AMERICAN STANDARD COMPANIES IN COM 029712106 1900 42755 SH 0 SOLE 0 42755 0 0
AMPHENOL CORPORATION ......... COM 032095101 479 8410 SH 0 SOLE 0 8410 0 0
ANHEUSER BUSCH CO ............ COM 035229103 6930 163770 SH 0 SOLE 0 163770 0 0
APOLLO GROUP INC CL A ........ COM 037604105 1465 36750 SH 0 SOLE 0 36750 0 0
APPLIED MATERIALS INC ........ COM 038222105 2046 34490 SH 0 SOLE 0 34490 0 0
AREMISSOFT CORP .............. COM 040026106 540 14400 SH 0 SOLE 0 14400 0 0
ATHENA NEUROSCI 4.750% 11/15/0 CONV BD 046854AB1 5783 3800000 PRN 0 SOLE 0 3800000 0 0
ATMEL CORP ................... COM 049513104 996 65550 SH 0 SOLE 0 65550 0 0
BANK OF AMERICA .............. COM 060505104 5558 106120 SH 0 SOLE 0 106120 0 0
BARRA INC .................... COM 068313105 528 8515 SH 0 SOLE 0 8515 0 0
BB&T CORP .................... COM 054937107 3733 123910 SH 0 SOLE 0 123910 0 0
BEA SYSTEMS INC .............. COM 073325102 2105 27035 SH 0 SOLE 0 27035 0 0
BP AMOCO PLC ................. COM 055622104 5021 94745 SH 0 SOLE 0 94745 0 0
BROADWING INC ................ COM 111620100 2058 80505 SH 0 SOLE 0 80505 0 0
BUCKEYE TECHNOLOGIES INC ..... COM 118255108 436 21030 SH 0 SOLE 0 21030 0 0
CABLE & WIRELESS PUB LTD CO AD COM 126830207 3631 85320 SH 0 SOLE 0 85320 0 0
CASEYS GENERAL STORES INC .... COM 147528103 2534 194915 SH 0 SOLE 0 194915 0 0
CENDANT CORP RT PUR PRIDES 0 . WARR/RGTS 151313111 250 39600 SH 0 SOLE 0 39600 0 0
CHICOS FAS INC ............... COM 168615102 663 19500 SH 0 SOLE 0 19500 0 0
CISCO SYSTEMS INC ............ COM 17275R102 6795 122985 SH 0 SOLE 0 122985 0 0
CITIGROUP INC ................ COM 172967101 19361 358121 SH 0 SOLE 0 358121 0 0
CITY NATIONAL CORP ........... COM 178566105 464 12010 SH 0 SOLE 0 12010 0 0
COLGATE PALMOLIVE CO ......... COM 194162103 277 5875 SH 0 SOLE 0 5875 0 0
COMMERCE GROUP INC MASS ...... COM 200641108 431 14885 SH 0 SOLE 0 14885 0 0
COMVERSE TECHNOLOGY INC ...... COM 205862402 6373 59013 SH 0 SOLE 0 59013 0 0
CONVERGYS CORP COM ........... COM 212485106 1555 40000 SH 0 SOLE 0 40000 0 0
CREDENCE SYSTEMS CORP ........ COM 225302108 210 6990 SH 0 SOLE 0 6990 0 0
CYMER INC .................... COM 232572107 347 11300 SH 0 SOLE 0 11300 0 0
DU PONT E I DE NEMOURS & CO .. COM 263534109 6241 152695 SH 0 SOLE 0 152695 0 0
E M C CORP MASS .............. COM 268648102 10351 104295 SH 0 SOLE 0 104295 0 0
EL PASO ELECTRIC CO .......... COM 283677854 510 36960 SH 0 SOLE 0 36960 0 0
ELAN PLC ADR ................. COM 284131208 626 11435 SH 0 SOLE 0 11435 0 0
EMERSON ELECTRIC CO .......... COM 291011104 3962 59140 SH 0 SOLE 0 59140 0 0
EOG RESOURCES INC ............ COM 26875P101 3542 91120 SH 0 SOLE 0 91120 0 0
EQUITABLE RESOURCES INC ...... COM 294549100 513 8100 SH 0 SOLE 0 8100 0 0
EXXON CORPORATION ............ COM 30231G102 13263 148845 SH 0 SOLE 0 148845 0 0
FEDERAL NAT'L MORTGAGE ASSN .. COM 313586109 11689 163480 SH 0 SOLE 0 163480 0 0
FIRST HEALTH GROUP CORP ...... COM 320960107 585 18150 SH 0 SOLE 0 18150 0 0
FIRSTAR CORP ................. COM 33763V109 9243 413099 SH 0 SOLE 0 413099 0 0
FURNITURE BRANDS INTL INC .... COM 360921100 2728 164100 SH 0 SOLE 0 164100 0 0
GENERAL ELECTRIC CO .......... COM 369604103 20501 354619 SH 0 SOLE 0 354619 0 0
GILLETTE CO .................. COM 375766102 1567 50750 SH 0 SOLE 0 50750 0 0
GREAT BEAR TECHNOLOGY INC .... COM 390158103 35 3463800 SH 0 SOLE 0 3463800 0 0
HANCOCK JOHN FINL SVCS INC ... COM 41014S106 1994 74180 SH 0 SOLE 0 74180 0 0
HEARTLAND EXPRESS INC ........ COM 422347104 2098 120750 SH 0 SOLE 0 120750 0 0
HERCULES INC ................. COM 427056106 2399 169870 SH 0 SOLE 0 169870 0 0
HEWLETT PACKARD CO ........... COM 428236103 9938 102450 SH 0 SOLE 0 102450 0 0
HOME DEPOT INC ............... COM 437076102 5305 100215 SH 0 SOLE 0 100215 0 0
HOUSEHOLD INTL CORP .......... COM 441815107 6335 111875 SH 0 SOLE 0 111875 0 0
I B M ........................ COM 459200101 10429 92595 SH 0 SOLE 0 92595 0 0
ILLUMINET HLDGS INC .......... COM 452334105 1259 45352 SH 0 SOLE 0 45352 0 0
INTEGRATED DEVICE TECH INC ... COM 458118106 493 5445 SH 0 SOLE 0 5445 0 0
INTEL CORP ................... COM 458140100 4321 103957 SH 0 SOLE 0 103957 0 0
IVAX CORP .................... COM 465823102 2584 56184 SH 0 SOLE 0 56184 0 0
JABIL CIRCUIT INC ............ COM 466313103 4978 87710 SH 0 SOLE 0 87710 0 0
JOHNSON & JOHNSON ............ COM 478160104 3502 37275 SH 0 SOLE 0 37275 0 0
KEMET CORP ................... COM 488360108 326 11800 SH 0 SOLE 0 11800 0 0
KENNETH COLE PRODUCTIONS INC . COM 193294105 486 13762 SH 0 SOLE 0 13762 0 0
KEYSPAN CORP ................. COM 49337W100 5023 125115 SH 0 SOLE 0 125115 0 0
KING PHARMACEUTICALS INC ..... COM 495582108 505 14664 SH 0 SOLE 0 14664 0 0
KNIGHT TRADING GROUP INC ..... COM 499063105 2325 64580 SH 0 SOLE 0 64580 0 0
KROGER CO .................... COM 501044101 7676 340200 SH 0 SOLE 0 340200 0 0
LEARNING TREE INTL INC ....... COM 522015106 391 8220 SH 0 SOLE 0 8220 0 0
LONE STAR TECHNOLOGIES INC ... COM 542312103 408 8840 SH 0 SOLE 0 8840 0 0
MANOR CARE INC NEW ........... COM 564055101 3132 199645 SH 0 SOLE 0 199645 0 0
MARTIN MARIETTA MATERIALS INC COM 573284106 4343 113463 SH 0 SOLE 0 113463 0 0
MAXIM INTEGRATED PRODS INC ... COM 57772K101 5761 71620 SH 0 SOLE 0 71620 0 0
MCLEOD INC ................... COM 582266102 2092 146200 SH 0 SOLE 0 146200 0 0
MEDTRONIC INC ................ COM 585055106 5286 102026 SH 0 SOLE 0 102026 0 0
MERCK & CO INC ............... COM 589331107 11828 158901 SH 0 SOLE 0 158901 0 0
MERRILL LYNCH & CO INC ....... COM 590188108 6573 99595 SH 0 SOLE 0 99595 0 0
METTLER-TOLEDO INC ........... COM 592688105 3230 73420 SH 0 SOLE 0 73420 0 0
MICROSOFT CORP ............... COM 594918104 2922 48445 SH 0 SOLE 0 48445 0 0
MORGAN J P & CO INC .......... COM 616880100 5400 33055 SH 0 SOLE 0 33055 0 0
MOTOROLA INC ................. COM 620076109 2814 94005 SH 0 SOLE 0 94005 0 0
M-SYSTEMS FLASH DISK PIONEER L COM M7061C100 536 14040 SH 0 SOLE 0 14040 0 0
NABORS INDUSTRIES INC ........ COM 629568106 4493 85740 SH 0 SOLE 0 85740 0 0
NL INDUSTRIES INC ............ COM 629156407 489 23100 SH 0 SOLE 0 23100 0 0
NOBLE DRILLING CORP .......... COM 655042109 4399 87115 SH 0 SOLE 0 87115 0 0
NORTEL NETWORKS CORP NEW ..... COM 656568102 5041 83490 SH 0 SOLE 0 83490 0 0
OCEAN ENERGY INC ............. COM 67481E106 469 30275 SH 0 SOLE 0 30275 0 0
ORACLE CORP .................. COM 68389X105 6732 85490 SH 0 SOLE 0 85490 0 0
OUTBACK STEAKHOUSE INC ....... COM 689899102 2497 92065 SH 0 SOLE 0 92065 0 0
PACKARD BIOSCIENCE INC ....... COM 695172205 3888 199395 SH 0 SOLE 0 199395 0 0
PFIZER INC ................... COM 717081103 7401 164765 SH 0 SOLE 0 164765 0 0
PHARMACOPEIA INC ............. COM 71713B104 241 9470 SH 0 SOLE 0 9470 0 0
PHILLIPS PETROLEUM CO ........ COM 718507106 784 12500 SH 0 SOLE 0 12500 0 0
PHOTON DYNAMICS INC .......... COM 719364101 236 6260 SH 0 SOLE 0 6260 0 0
POLYMEDICA CORP .............. COM 731738100 475 11085 SH 0 SOLE 0 11085 0 0
POWERWAVE TECHNOLOGIES INC ... COM 739363109 575 15135 SH 0 SOLE 0 15135 0 0
PROCTER & GAMBLE CO .......... COM 742718109 2833 42291 SH 0 SOLE 0 42291 0 0
QUANTA SERVICES INC .......... COM 74762E102 274 9660 SH 0 SOLE 0 9660 0 0
RADIAN GROUP INC ............. COM 750236101 478 7080 SH 0 SOLE 0 7080 0 0
RADISYS CORP COM ............. COM 750459109 416 8220 SH 0 SOLE 0 8220 0 0
RAINBOW TECHNOLOGIES INC ..... COM 750862104 462 13050 SH 0 SOLE 0 13050 0 0
RARE HOSPITALITY INTL INC .... COM 753820109 509 24975 SH 0 SOLE 0 24975 0 0
REPUBLIC SERVICES INC ........ COM 760759100 2077 158285 SH 0 SOLE 0 158285 0 0
ROSS STORES INC .............. COM 778296103 1386 96400 SH 0 SOLE 0 96400 0 0
ROYAL CARIBBEAN CRUISES LTD .. COM V7780T103 2623 101890 SH 0 SOLE 0 101890 0 0
ROYAL DUTCH PETRO - NY SHARES COM 780257804 3902 65105 SH 0 SOLE 0 65105 0 0
RYANAIR HOLDINGS PLC ADR ..... COM 783513104 474 12310 SH 0 SOLE 0 12310 0 0
SANMINA CORP ................. COM 800907107 3949 42180 SH 0 SOLE 0 42180 0 0
SCHLUMBERGER LTD ............. COM 806857108 5686 69078 SH 0 SOLE 0 69078 0 0
SCHOLASTIC CORP .............. COM 807066105 548 6885 SH 0 SOLE 0 6885 0 0
SCP POOL CORP ................ COM 784028102 543 18315 SH 0 SOLE 0 18315 0 0
SEAGATE TECHNOLOGY ........... COM 811804103 1440 20875 SH 0 SOLE 0 20875 0 0
SERVICE CORP ................. COM 817565104 31 12636 SH 0 SOLE 0 12636 0 0
SIEBEL SYSTEMS INC ........... COM 826170102 2159 19400 SH 0 SOLE 0 19400 0 0
SILICON STORAGE TECHN INC COM COM 827057100 405 14900 SH 0 SOLE 0 14900 0 0
SILICON VALLEY BANCSHARES .... COM 827064106 586 10060 SH 0 SOLE 0 10060 0 0
SOUTHWEST AIRLINES CO ........ COM 844741108 4878 201156 SH 0 SOLE 0 201156 0 0
SOUTHWEST SEC KNIGHT/TRIMARK D CONV PFD 845224203 3203 56500 SH 0 SOLE 0 56500 0 0
SPRINT CORP .................. COM 852061100 1363 46485 SH 0 SOLE 0 46485 0 0
STATE STREET CORP ............ COM 857477103 321 2465 SH 0 SOLE 0 2465 0 0
SUN MICROSYSTEMS INC ......... COM 866810104 29622 253718 SH 0 SOLE 0 253718 0 0
SUNGARD DATA SYSTEMS INC ..... COM 867363103 7615 177870 SH 0 SOLE 0 177870 0 0
TARGET CORP .................. COM 87612E106 3898 152112 SH 0 SOLE 0 152112 0 0
TENET HEALTHCARE CORP ........ COM 88033G100 4625 126920 SH 0 SOLE 0 126920 0 0
TENNESSEE VALLEY AUTH PFD 1/4D PFD STK 880591300 209 9400 SH 0 SOLE 0 9400 0 0
TERADYNE INC ................. COM 880770102 2615 74710 SH 0 SOLE 0 74710 0 0
TEXAS INSTRUMENTS INC ........ COM 882508104 4661 98136 SH 0 SOLE 0 98136 0 0
TYCO INTL LTD ................ COM 902124106 12829 247310 SH 0 SOLE 0 247310 0 0
VARIAN INC ................... COM 922206107 376 8735 SH 0 SOLE 0 8735 0 0
VARIAN MEDICAL SYSTEMS INC ... COM 92220P105 455 10060 SH 0 SOLE 0 10060 0 0
VERISIGN INC ................. COM 92343E102 3811 18815 SH 0 SOLE 0 18815 0 0
VERITAS SOFTWARE CO .......... COM 923436109 2199 15486 SH 0 SOLE 0 15486 0 0
VERITY INC ................... COM 92343C106 501 14050 SH 0 SOLE 0 14050 0 0
VINTAGE PETROLEUM INC ........ COM 927460105 728 32000 SH 0 SOLE 0 32000 0 0
VODAFONE GROUP PLC ........... COM 92857W100 3694 99835 SH 0 SOLE 0 99835 0 0
WAL MART STORES INC .......... COM 931142103 12857 267160 SH 0 SOLE 0 267160 0 0
WASHINGTON MUTUAL INC ........ COM 939322103 6994 175670 SH 0 SOLE 0 175670 0 0
WESTELL TECHNOLOGIES INC ..... COM 957541105 205 15925 SH 0 SOLE 0 15925 0 0
WILLIAMS COMPANIES INC ....... COM 969457100 3462 81945 SH 0 SOLE 0 81945 0 0
WORLDCOM INC GA NEW .......... COM 98157D106 2465 81160 SH 0 SOLE 0 81160 0 0
ZALE CORP .................... COM 988858106 438 13505 SH 0 SOLE 0 13505 0 0
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