SEC13F.LNS SPEECE THORSON CAPITAL GROUP
FORM 13F SUMMARY PAGE
AS OF DATE: 09/30/00
RUN DATE: 10/04/00 3:19 P.M.
REPORT SUMMARY:
NUMBER OF OTHER INCLUDED MANAGERS: 0
FORM 13F INFORMATION TABLE ENTRY TOTAL: 35
FORM 13F INFORMATION TABLE VALUE TOTAL: $173,298,000
LIST OF OTHER INCLUDED MANAGERS:
NO. 13F FILE NUMBER NAME
SPEECE THORSON CAPITAL GROUP
FORM 13F INFORMATION TABLE
AS OF DATE: 09/30/00
TITLE OF VALUE SHARES SH/ INVSTMT VOTING AUTHORITY
ISSUER CLASS CUSIP (x$1000) PRN PRN DSCRETN SOLE SHARED NONE
------------------------------ ---------------- --------- -------- -------- -
AMBAC FINANCIAL COM 023139108 4176 57006 SH SOLE 57006 0 0
AMSOUTH BANCORP COM 032165102 3231 258442 SH SOLE 258442 0 0
AVNET INC COM 053807103 5230 184300 SH SOLE 184300 0 0
AXCELIS TECHNOLOGIES COM 054540109 2751 231700 SH SOLE 231700 0 0
BARD C R INC COM 067383109 3848 91150 SH SOLE 91150 0 0
BORDERS GROUP INC COM 099709107 5985 429400 SH SOLE 429400 0 0
BOWATER INC COM COM 102183100 6977 150250 SH SOLE 150250 0 0
CENTURYTEL INC COM 156700106 5246 192500 SH SOLE 192500 0 0
CONOCO INC CL A COM 208251306 5256 201200 SH SOLE 201200 0 0
COOPER INDUSTRIES COM 216669101 4207 119350 SH SOLE 119350 0 0
CROMPTON CORPORATION COM 227116100 4706 597600 SH SOLE 597600 0 0
DELHAIZE AMER INC CL COM 246688105 5141 294798 SH SOLE 294798 0 0
DEVON ENERGY CORP COM 25179M103 4647 77250 SH SOLE 77250 0 0
DOVER CORP COM 260003108 5940 126550 SH SOLE 126550 0 0
DPL INC COM 233293109 5428 182366 SH SOLE 182366 0 0
ENSCO INTL INC COM 26874Q100 6330 165500 SH SOLE 165500 0 0
FEDERAL SIGNAL CORP COM 313855108 5175 260400 SH SOLE 260400 0 0
FURNITURE BRANDS COM 360921100 5163 310550 SH SOLE 310550 0 0
HORMEL GEO A & CO COM 440452100 5448 326450 SH SOLE 326450 0 0
JEFFERSON PILOT CORP COM 475070108 5803 85500 SH SOLE 85500 0 0
KEYSPAN CORP COM 49337W100 6626 165050 SH SOLE 165050 0 0
MBIA INC COM 55262C100 3610 50750 SH SOLE 50750 0 0
MILLER HERMAN IN COM 600544100 5409 168700 SH SOLE 168700 0 0
NCR CORP NEW COM 62886E108 5478 145350 SH SOLE 145350 0 0
NICOR INC COM 654086107 4048 111800 SH SOLE 111800 0 0
NISOURCE INC COM 65473P105 5132 210400 SH SOLE 210400 0 0
SANTA FE INTL CORP COM G7805C108 4220 93900 SH SOLE 93900 0 0
SHERWIN WILLIAMS CO COM 824348106 5042 235900 SH SOLE 235900 0 0
SNAP ON TOOLS CORP COM 833034101 4675 198400 SH SOLE 198400 0 0
SOUTHTRUST CORP COM 844730101 5080 161600 SH SOLE 161600 0 0
TIDEWATER INC COM 886423102 5298 116450 SH SOLE 116450 0 0
UNOCAL CORP COM 915289102 4717 133100 SH SOLE 133100 0 0
WERNER ENTERPRISES COM 950755108 4107 349550 SH SOLE 349550 0 0
WILMINGTON TR CORP COM 971807102 3614 67400 SH SOLE 67400 0 0
XL CAPITAL LTD. COM G98255105 5554 75050 SH SOLE 75050 0 0
LINE COUNT: 35
