<PAGE>
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: June 30, 2000
Check here if Amendment / /; Amendment Number: N/A
This Amendment (Check only one.): / / is a restatement.
/ / adds new holdings
entries.
Institutional Investment Manager Filing this Report:
Name: Kenneth P. Pearlman
Address: c/o The Millburn Corporation
1270 Avenue of the Americas
New York, New York 10020
Form 13F File Number: 28-05309
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: Kenneth P. Pearlman
Title: Principal of ShareInVest Research L.P.
Phone: 212-332-7327
Signature, Place, and Date of Signing:
/s/ Kenneth P. Pearlman New York, New York August 9, 2000
Report Type (Check only one.):
/X/ 13F HOLDINGS REPORT. (Check here 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 manager(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 manager(s).)
List of Other Managers Reporting for this Manager: N/A
<PAGE>
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 45
Form 13F Information Table Value Total: $118,539
(thousands)
List of Other Included Managers: None
<PAGE>
FORM 13F INFORMATION TABLE
<TABLE>
<CAPTION>
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5
-------- -------- -------- -------- -------------------------
VALUE SHRS OR SH/ PUT/
NAME OF ISSUER TITLE OF CLASS CUSIP (X$1000) PRN AMT PRN CALL
-------------- -------------- ----- -------- ------- --- ----
<S> <C> <C> <C> <C> <C> <C>
ALLTEL CORP COM 020039103 929 15,000 SH
AMERICAN AXLE & MFG HLDGS INC COM 024061103 4,141 291,900 SH
AMERICAN EAGLE OUTFITTERS NEW COM 02553E106 3,730 266,400 SH
AMES DEPT STORES INC COM NEW 030789507 171 22,000 SH
BARNETT INC COM 068062108 801 78,100 SH
BEST BUY INC COM 086516101 1,265 20,000 SH
BOYDS COLLECTION LTD COM 103354106 1,301 153,000 SH
BUSH IND INC CL A 123164105 1,398 87,400 SH
C H ROBINSON WORLDWIDE INC COM 12541W100 5 100 SH
CIRCUIT CITY STORE INC CRCT CITY GRP 172737108 4,812 145,000 SH
COX RADIO INC CL A 224051102 14 500 SH
ETHAN ALLEN INTERIORS INC COM 297602104 1,256 52,350 SH
EXTENDED STAY AMER INC COM 30224P101 785 82,887 SH
FORWARD AIR CORP COM 349853101 2,150 53,750 SH
GLOBAL MARINE INC COM 379352404 1,128 40,000 SH
GOOD GUYS INC COM 382091106 1,450 400,000 SH
HEARTLAND EXPRESS INC COM 422347104 289 17,325 SH
KENDLE INTERNATIONAL INC COM 48880L107 748 95,000 SH
KNIGHT TRANSN INC COM 499064103 1,354 93,000 SH
KOHLS CORP COM 500255104 14,685 264,000 SH
LOWES COS INC COM 548661107 1,725 42,000 SH
MAXIM INTEGRATED PRODS INC COM 57772K101 7,650 112,600 SH
MAZEL STORES INC COM 578792103 894 106,800 SH
MEDTRONIC INC COM 585055106 5,420 108,800 SH
<CAPTION>
COLUMN 1 COLUMN 6 COLUMN 7 COLUMN 8
-------- -------- -------- ------------------------
INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER DISCRETION MANAGERS SOLE SHARED NONE
-------------- ---------- -------- ---- ------ ----
<S> <C> <C> <C> <C> <C>
ALLTEL CORP Sole N/A 929
AMERICAN AXLE & MFG HLDGS INC Sole N/A 4,141
AMERICAN EAGLE OUTFITTERS NEW Sole N/A 3,730
AMES DEPT STORES INC Sole N/A 171
BARNETT INC Sole N/A 801
BEST BUY INC Sole N/A 1,265
BOYDS COLLECTION LTD Sole N/A 1,301
BUSH IND INC Sole N/A 1,398
C H ROBINSON WORLDWIDE INC Sole N/A 5
CIRCUIT CITY STORE INC Sole N/A 4,812
COX RADIO INC Sole N/A 14
ETHAN ALLEN INTERIORS INC Sole N/A 1,256
EXTENDED STAY AMER INC Sole N/A 785
FORWARD AIR CORP Sole N/A 2,150
GLOBAL MARINE INC Sole N/A 1,128
GOOD GUYS INC Sole N/A 1,450
HEARTLAND EXPRESS INC Sole N/A 289
KENDLE INTERNATIONAL INC Sole N/A 748
KNIGHT TRANSN INC Sole N/A 1,354
KOHLS CORP Sole N/A 14,685
LOWES COS INC Sole N/A 1,725
MAXIM INTEGRATED PRODS INC Sole N/A 7,650
MAZEL STORES INC Sole N/A 894
MEDTRONIC INC Sole N/A 5,420
</TABLE>
<PAGE>
<TABLE>
<CAPTION>
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5
-------- -------- -------- -------- -------------------------
VALUE SHRS OR SH/ PUT/
NAME OF ISSUER TITLE OF CLASS CUSIP (X$1000) PRN AMT PRN CALL
-------------- -------------- ----- -------- ------- --- ----
<S> <C> <C> <C> <C> <C> <C>
NEXTEL COMMUNICATIONS INC CL A 65332V103 8,273 135,200 SH
O CHARLEYS INC COM 670823103 429 31,500 SH
OSCA INC CL A 687336106 8 500 SH
OUTBACK STEAKHOUSE INC COM 689899102 2,925 100,000 SH
PINNACLE HLDGS INC COM 72346N101 5,400 100,000 SH
PROFESSIONAL STAFF PLC SPONSORED ADR 74315R105 774 171,900 SH
RARE HOSPITALITY INTL INC COM 753820109 4,153 147,000 SH
RYANAIR HLDGS PLC SPONSORED ADR 783513104 2,409 66,000 SH
SANTA FE INTL CORP ORD G7805C108 70 2,000 SH
SCIENTIFIC ATLANTA INC COM 808655104 2,980 40,000 SH
SHAW GROUP INC COM 820280105 2,121 45,000 SH
SHOPKO STORES INC COM 824911101 610 39,700 SH
SONIC CORP COM 835451105 2,315 78,825 SH
STAPLES INC COM 855030102 3,507 228,097 SH
SUBURBAN LODGES AMER INC COM 864444104 1,021 179,600 SH
SUPERTEX INC COM 868532102 2,196 43,700 SH
TARGET CORP COM 87612E106 2,320 40,000 SH
TIDEWATER INC COM 886423102 540 15,000 SH
TITAN PHARMACEUTICALS INC DEL COM 888314101 1,217 28,300 SH
TWEETER HOME ENTMT GROUP INC COM 901167106 11,239 370,000 SH
VOICESTREAM WIRELESS CORP COM 928615103 5,931 51,000 SH
TOTAL 118,539
<CAPTION>
COLUMN 1 COLUMN 6 COLUMN 7 COLUMN 8
-------- -------- -------- ------------------------
INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER DISCRETION MANAGERS SOLE SHARED NONE
-------------- ---------- -------- ---- ------ ----
<S> <C> <C> <C> <C> <C>
NEXTEL COMMUNICATIONS INC Sole N/A 8,273
O CHARLEYS INC Sole N/A 429
OSCA INC Sole N/A 8
OUTBACK STEAKHOUSE INC Sole N/A 2,925
PINNACLE HLDGS INC Sole N/A 5,400
PROFESSIONAL STAFF PLC Sole N/A 774
RARE HOSPITALITY INTL INC Sole N/A 4,153
RYANAIR HLDGS PLC Sole N/A 2,409
SANTA FE INTL CORP Sole N/A 70
SCIENTIFIC ATLANTA INC Sole N/A 2,980
SHAW GROUP INC Sole N/A 2,121
SHOPKO STORES INC Sole N/A 610
SONIC CORP Sole N/A 2,315
STAPLES INC Sole N/A 3,507
SUBURBAN LODGES AMER INC Sole N/A 1,021
SUPERTEX INC Sole N/A 2,196
TARGET CORP Sole N/A 2,320
TIDEWATER INC Sole N/A 540
TITAN PHARMACEUTICALS INC DEL Sole N/A 1,217
TWEETER HOME ENTMT GROUP INC Sole N/A 11,239
VOICESTREAM WIRELESS CORP Sole N/A 5,931
</TABLE>
