UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Quarter Ended: March 31, 2000
Check here if Amendment [ ]; Amendment Number:
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing Report:
Name: Renaissance Investment Management
Address: 625 Eden Park Drive
Suite 1200
Cincinnati, OH 45202
13F File Number: 28-04884
The institutional investment manager filing this report and the
person 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: Louis A. Jung
Title: Vice President
Phone: 513-723-4500
Email: [email protected]
Signature, Place, and Date of Signing:
Louis A. Jung Cincinnati, Ohio May 2, 2000
Report Type (Check only one.):
[X] 13F Holdings Report.
[ ] 13F Notice.
[ ] 13f Combination Report.
List of other Managers Reporting for this Manager:
No. 13F File Number Name
01 28-04975 Affiliated Managers Group, Inc.
I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE
ACT of 1934.
<PAGE>
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 1
Form 13F Information Table Entry Total: 139
Form 13F Information Table Value Total: $543,561,000.
<PAGE>
<TABLE> <C> <C> <C>
FORM 13F INFORMATION SHEET 03/31/200
Renaissance Investment Management
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANGERS SOLE SHARED NONE
3COM Corporation Common 885535104 247 4435 SH Defined 01 4435 0 0
A.G. Edwards, Inc. Common 281760108 6667 166671 SH Defined 01 166671 0 0
Abercombie and Fitch Company Common 002896207 4294 269425 SH Defined 01 269425 0 0
Adaptec Inc. Common 00651F108 6592 170672 SH Defined 01 170672 0 0
Adobe Systems, Inc. Common 00724F101 22267 200037 SH Defined 01 200037 0 0
Advanced Energy Industries Common 007973100 221 4325 SH Defined 01 4325 0 0
Affiliated Computer Services Common 008190100 2065 54338 SH Defined 01 54338 0 0
Ambac, Inc. Common 023139108 13300 264010 SH Defined 01 264010 0 0
Amerada Hess Corporation Common 023551104 7787 120491 SH Defined 01 120491 0 0
American Eagle Outfitters Common 02553E106 1018 26837 SH Defined 01 26837 0 0
American Power Conversion Common 029066107 9052 211116 SH Defined 01 211116 0 0
Analog Devices Common 032654105 8694 108000 SH Defined 01 108000 0 0
Annuity and Life RE Common G03910109 321 12355 SH Defined 01 12355 0 0
Applied Materials, Inc. Common 038222105 13733 145707 SH Defined 01 145707 0 0
Asia Satellite Telecomm Common 04516X106 270 6675 SH Defined 01 6675 0 0
ASM International N.V. Common N07045102 290 10010 SH Defined 01 10010 0 0
Autozone, Inc. Common 053332102 4153 149649 SH Defined 01 149649 0 0
BJ's Wholesale Club, Inc. Common 05548J106 14753 384445 SH Defined 01 384445 0 0
Banco De Galicia Y BuenosAires Common 059538207 209 10297 SH Defined 01 10297 0 0
Barclays Bank PLC-Spons ADR Common 06374E204 311 2830 SH Defined 01 2830 0 0
Bausch & Lomb Inc. Common 071707103 5287 101309 SH Defined 01 101309 0 0
Best Buy Company Common 086516101 9840 114424 SH Defined 01 114424 0 0
Boston Scientific Corp. Common 101137107 3130 146860 SH Defined 01 146860 0 0
Brunswick Corp. Common 117043109 2393 126377 SH Defined 01 126377 0 0
Business Objectives S.A. Common 12328X107 337 3390 SH Defined 01 3390 0 0
C&D Technologies Inc. Common 124661109 230 3895 SH Defined 01 3895 0 0
Cabletron Systems, Inc Common 126920107 7192 243786 SH Defined 01 243786 0 0
CDW Computer Centers, Inc. Common 125129106 6695 79289 SH Defined 01 79289 0 0
Centex Construction Products Common 15231R109 204 7775 SH Defined 01 7775 0 0
Chase Manhattan Corp. Common 16161A108 9605 110164 SH Defined 01 110164 0 0
Check Point Software Inc. Common M22465104 316 1849 SH Defined 01 1849 0 0
Circuit City Stores Inc. Common 172737108 5559 91314 SH Defined 01 91314 0 0
Citrix Systems, Inc. Common 177376100 1495 22566 SH Defined 01 22566 0 0
CNA Surety Corp. Common 12612L108 304 21805 SH Defined 01 21805 0 0
Coastal Corporation Common 190441105 7634 165967 SH Defined 01 165967 0 0
COHU Inc. Common 192576106 227 5450 SH Defined 01 5450 0 0
Commscope, Inc. Common 203372107 6718 147053 SH Defined 01 147053 0 0
Computer Assoc. Intl. Common 204912109 12752 215445 SH Defined 01 215445 0 0
Compuware Corporation Common 205638109 2513 119306 SH Defined 01 119306 0 0
Countrywide Credit Industries. Common 222372104 3168 116244 SH Defined 01 116244 0 0
CRH PLC Sponsored ADR Common 12626K203 242 13075 SH Defined 01 13075 0 0
Crystal Systems Solutions Common M26763108 163 11920 SH Defined 01 11920 0 0
CTS Corp. Common 126501105 4238 74351 SH Defined 01 74351 0 0
Cummins Engine Company Common 231021106 3572 95101 SH Defined 01 95101 0 0
CVS Corp. Common 126650100 4472 119064 SH Defined 01 119064 0 0
Cybex Computer Products, Corp. Common 232522102 272 7222 SH Defined 01 7222 0 0
Dime Bancorp, Inc Common 25429Q102 5095 275421 SH Defined 01 275421 0 0
Dover Corporation Common 260003108 5249 109646 SH Defined 01 109646 0 0
Eaton Corporation Common 278058102 4040 51797 SH Defined 01 51797 0 0
El Paso Energy Corp. Common 283905107 6297 155972 SH Defined 01 155972 0 0
Electro Scientific Industries, Common 285229100 443 7630 SH Defined 01 7630 0 0
Electronic Arts, Inc Common 285512109 448 6290 SH Defined 01 6290 0 0
Electronics For Imaging Common 286082102 6559 109314 SH Defined 01 109314 0 0
EMC Corporation Common 268648102 3466 27509 SH Defined 01 27509 0 0
Embratel Participacoes-ADR Common 29081N100 349 13630 SH Defined 01 13630 0 0
Family Dollar Stores Common 307000109 4437 213169 SH Defined 01 213169 0 0
Flextronics International, LTD Common Y2573F102 485 6885 SH Defined 01 6885 0 0
Fluor Corporation Common 343861100 2854 92075 SH Defined 01 92075 0 0
Fomento Economico ADR Common 344419106 303 6730 SH Defined 01 6730 0 0
Ford Motor Company Common 345370100 4820 104919 SH Defined 01 104919 0 0
The Gap, Inc. Common 364760108 5888 118210 SH Defined 01 118210 0 0
General Dynamics Common 369550108 12372 248685 SH Defined 01 248685 0 0
General Electric Co. Common 369604103 735 4725 SH Defined 01 4725 0 0
Georgia Pacific Corp. Common 373298108 5708 144267 SH Defined 01 144267 0 0
Guess? Inc. Common 401617105 386 12055 SH Defined 01 12055 0 0
Honeywell, Inc. Common 438516106 324 6152 SH Defined 01 6152 0 0
IBP, Inc. Common 449223106 9367 594715 SH Defined 01 594715 0 0
IMS Health, Inc Common 449934108 2293 135404 SH Defined 01 135404 0 0
In Focus Systems, Inc. Common 452919103 405 11315 SH Defined 01 11315 0 0
Ispat International NV-NY Common 464899103 325 21830 SH Defined 01 21830 0 0
Jabil Circuit Common 466313103 721 16670 SH Defined 01 16670 0 0
JAKKS Pacific Inc. Common 47012E106 292 13558 SH Defined 01 13558 0 0
Johnson Controls, Inc. Common 478366107 12911 238825 SH Defined 01 238825 0 0
Jones Apparel Group, Inc Common 480074103 18436 582968 SH Defined 01 582968 0 0
Kansas City Southern Inds. Common 485170104 13538 157536 SH Defined 01 157536 0 0
Kemet Corporation Common 488360108 309 4880 SH Defined 01 4880 0 0
KLA Instruments Corp. Common 482480100 5645 67008 SH Defined 01 67008 0 0
Kulicke and Sofa Industries Common 501242101 250 3910 SH Defined 01 3910 0 0
Lehman Brothers Holdings Common 524908100 13207 135151 SH Defined 01 135151 0 0
Lexmark International Group Common 529771107 830 7845 SH Defined 01 7845 0 0
Lincoln National Corp. Common 534187109 4848 144711 SH Defined 01 144711 0 0
Liz Claiborne, Inc. Common 539320101 4625 100946 SH Defined 01 100946 0 0
London Pacific Group-SP ADR Common 542073101 255 10980 SH Defined 01 10980 0 0
Loew's Companies, Inc. Common 548661107 3412 58446 SH Defined 01 58446 0 0
MKS Instruments, Inc. Common 55306N104 218 4315 SH Defined 01 4315 0 0
Manpower, Inc Common 56418H100 587 16535 SH Defined 01 16535 0 0
Marsh & McClennan Companies Common 571748102 459 4165 SH Defined 01 4165 0 0
Matav RT-Sponsored ADR Common 559776109 285 6380 SH Defined 01 6380 0 0
Meade Instruments Corp. Common 583062104 499 7235 SH Defined 01 7235 0 0
Metris Companies, Inc. Common 591598107 319 8200 SH Defined 01 8200 0 0
MGIC Investment Corp. Common 552848103 9124 209156 SH Defined 01 209156 0 0
Micron Technology, Inc. Common 595112103 5860 46504 SH Defined 01 46504 0 0
Microsoft Corp. Common 594918104 616 5797 SH Defined 01 5797 0 0
Microchip Technology, Inc Common 595017104 7488 113883 SH Defined 01 113883 0 0
Miller (Herman), Inc. Common 600544100 382 13625 SH Defined 01 13625 0 0
Monaco Coach Corp. Common 60886R103 231 12139 SH Defined 01 12139 0 0
Morgan Stanley Dean Witter Common 617446448 9874 119139 SH Defined 01 119139 0 0
NBTY, Inc. Common 628782104 240 17565 SH Defined 01 17565 0 0
Nokia OYJ ADR Common 654902204 430 1935 SH Defined 01 1935 0 0
Northrop Grumman Corp. Common 666807102 3783 71456 SH Defined 01 71456 0 0
Novellus Systems, Inc. Common 670008101 6340 112963 SH Defined 01 112963 0 0
Nucor Corporation Common 670346105 3900 78008 SH Defined 01 78008 0 0
PACCAR, Inc. Common 693718108 9280 185605 SH Defined 01 185605 0 0
Pall Corporation Common 696429307 4166 185656 SH Defined 01 185656 0 0
Philips Electronics Common 500472204 355 2072 SH Defined 01 2072 0 0
Pioneer Corp-Spon ADR Common 723646105 296 10140 SH Defined 01 10140 0 0
PMI Group Inc. Common 69344M101 6435 135652 SH Defined 01 135652 0 0
Pohang Iron & Steel-Spon ADR Common 730450103 377 13700 SH Defined 01 13700 0 0
Polaris Industries, Inc. Common 731068102 264 8765 SH Defined 01 8765 0 0
Pomeroy Computer Services Common 731822102 257 13965 SH Defined 01 13965 0 0
Providian Corp Common 74406A102 5411 62463 SH Defined 01 62463 0 0
PT Indosat-ADR Common 715680104 272 15830 SH Defined 01 15830 0 0
T. Rowe Price Associates Common 741477103 4854 122890 SH Defined 01 122890 0 0
Qlogic Corp. Common 747277101 781 5765 SH Defined 01 5765 0 0
Rhodia SA-Sponsored ADR Common 762397107 323 17725 SH Defined 01 17725 0 0
Rohm & Haas, Co. Common 775371107 4413 98889 SH Defined 01 98889 0 0
Safeway Inc. Common 786514208 10078 222729 SH Defined 01 222729 0 0
Schering-Plough Common 806605101 5185 139200 SH Defined 01 139200 0 0
Semitool, Inc. Common 816909105 280 15385 SH Defined 01 15385 0 0
Shanghai Petrochemical Common 819424102 241 21705 SH Defined 01 21705 0 0
Shell Transport & Trading ADR Common 822703609 327 6675 SH Defined 01 6675 0 0
Shire Pharmaceuticals GR Common 82481R106 279 5435 SH Defined 01 5435 0 0
SK Telecom Co. LTD. ADR Common 78440P108 366 9377 SH Defined 01 9377 0 0
Solectron Company Common 834182107 6059 151011 SH Defined 01 151011 0 0
Sturm Ruger & Co. Inc. Common 864159108 247 28220 SH Defined 01 28220 0 0
TJX Companies, Inc. Common 872540109 203 9150 SH Defined 01 9150 0 0
Taiwan Semiconductor Spon ADR Common 874039100 393 6899 SH Defined 01 6899 0 0
Target Corp. Common 87612E106 7460 99801 SH Defined 01 99801 0 0
Telecomunicacoes Brasileiras Common 879287308 287 1920 SH Defined 01 1920 0 0
Telefonica SA Common 879382208 275 3699 SH Defined 01 3699 0 0
Teradyne Inc. Common 880770102 14066 171534 SH Defined 01 171534 0 0
Tiffany & Co. Common 886547108 6466 77326 SH Defined 01 77326 0 0
Triad Guaranty, Inc. Common 895925105 243 11980 SH Defined 01 11980 0 0
USG Corporation Common 903293405 7094 169164 SH Defined 01 169164 0 0
USX-Marathon Group Common 902905827 1469 56360 SH Defined 01 56360 0 0
United Healthcare Corp. Common 910581107 8797 147539 SH Defined 01 147539 0 0
Wellpoint Health Networks Common 94973H108 6086 87095 SH Defined 01 87095 0 0
Westpac Banking-Spon ADR Common 961214301 239 7435 SH Defined 01 7435 0 0
Whirlpool Corp. Common 963320106 2573 43886 SH Defined 01 43886 0 0
Total 543561
</TABLE>
