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: Renaissance Investment Management
Address: 625 Eden Park Drive
Suite 1200
Cincinnati, Ohio 45202
13F File Number: 28-04884
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: Louis A. Jung
Title: Vice President
Phone: 513-723-4500
Signature, Place, and Date of Signing:
Louis A. Jung Cincinnati, Ohio October 25, 2000
Report Type (Check only one.):
[ X] 13F HOLDINGS REPORT.
[ ] 13F NOTICE.
[ ] 13F COMBINATION REPORT.
List of Other Managers Reporting for this Manager:
Form 13F File Number Name
28-04975 Affiliated Managers Group, Inc.
I AM SIGNING THIS REPORT AS REQUIRED BY THE THE SECURITIES EXCHANGE
ACT OF 1934.
<PAGE>
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 1
Form13F Information Table Entry Total: 157
Form13F Information Table Value Total: 550668
List of Other Included Managers:
List of Other Managers Reporting for this Manager:
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional managers with respect to which this report is filled, other
than the manager filing this report.
No. 13F File Number Name
01 28-04975 Affiliated Managers Group, Inc.
<PAGE>
<TABLE> <C> <C>
FORM 13F INFORMATION TABLE
TITLE
OF VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
------------------------------------------------------------------------------------------------------------------------------------
A.G. Edwards, Inc. Common 281760108 2365 45212 SH Defined 01 45212 0 0
ACE LTD Common G0070K103 5911 150592 SH Defined 01 150592 0 0
Actel Corp. Common 004934105 233 6495 SH Defined 01 6495 0 0
ADC Telecommunications Common 000886101 10172 378290 SH Defined 01 378290 0 0
Adobe Systems, Inc. Common 00724F101 23489 151297 SH Defined 01 151297 0 0
Air Products & Chem Common 009158106 4068 112992 SH Defined 01 112992 0 0
Altera Corp Common 021441100 7118 149078 SH Defined 01 149078 0 0
Alza Corp Common 022615108 10258 118584 SH Defined 01 118584 0 0
Ambac, Inc. Common 023139108 9842 134362 SH Defined 01 134362 0 0
Amerada Hess Corp Common 023551104 9114 136158 SH Defined 01 136158 0 0
American Freightways Common 02629V108 194 12200 SH Defined 01 12200 0 0
Americredit Corp Common 03060R101 268 9295 SH Defined 01 9295 0 0
Amgen, Inc. Common 031162100 223 3200 SH Defined 01 3200 0 0
Amkor Technology Common 031652100 3295 126109 SH Defined 01 126109 0 0
Amvescap PLC-Spon ADR Common 03235E100 518 4670 SH Defined 01 4670 0 0
Analog Devices Common 032654105 15025 181566 SH Defined 01 181566 0 0
Andrew Corp. Common 034425108 3595 137269 SH Defined 01 137269 0 0
Annuity and Life RE Common G03910109 284 11785 SH Defined 01 11785 0 0
Applied Materials, Inc. Common 038222105 11016 185736 SH Defined 01 185736 0 0
Arrow Electronics Inc Common 042735100 4607 135242 SH Defined 01 135242 0 0
ASE Test LTD Common Y02516105 262 12475 SH Defined 01 12475 0 0
Asia Satellite Telecomm Common 04516X106 233 9320 SH Defined 01 9320 0 0
ASM International N.V. Common N07045102 231 13190 SH Defined 01 13190 0 0
Audiocodes LTD Common M15342104 295 3460 SH Defined 01 3460 0 0
Barra Inc Common 068313105 328 5280 SH Defined 01 5280 0 0
Bausch & Lomb Inc. Common 071707103 1110 28508 SH Defined 01 28508 0 0
Best Buy Company Common 086516101 7200 113169 SH Defined 01 113169 0 0
BJ's Wholesale Club Inc Common 05548J106 7944 230266 SH Defined 01 230266 0 0
Brunswick Corp. Common 117043109 5210 285462 SH Defined 01 285462 0 0
Business Objectives SA Common 12328X107 470 4160 SH Defined 01 4160 0 0
Cannon Inc Spon ADR Common 138006309 306 7190 SH Defined 01 7190 0 0
CDW Computer Centers Inc Common 125129106 7369 106799 SH Defined 01 106799 0 0
Chase Manhattan Corp. Common 16161A108 1188 25722 SH Defined 01 25722 0 0
Check Point Software Inc Common M22465104 575 3653 SH Defined 01 3653 0 0
Chico's FAS Inc. Common 168615102 234 6875 SH Defined 01 6875 0 0
Christopher & Banks Common 171046105 258 6640 SH Defined 01 6640 0 0
Circuit City Stores Inc Common 172737108 674 29294 SH Defined 01 29294 0 0
Cloxox Company Common 189054109 757 19125 SH Defined 01 19125 0 0
Coca-Cola Femsa ADR Common 191241108 205 10225 SH Defined 01 10225 0 0
Cognex Corp. Common 192422103 3374 85547 SH Defined 01 85547 0 0
Coldwater Creek Inc Common 193068103 221 8180 SH Defined 01 8180 0 0
Commscope, Inc. Common 203372107 2843 116050 SH Defined 01 116050 0 0
Computer Assoc. Intl. Common 204912109 754 29800 SH Defined 01 29800 0 0
CRH PLC Sponsored ADR Common 12626K203 201 12775 SH Defined 01 12775 0 0
CTS Corp Common 126501105 4052 80049 SH Defined 01 80049 0 0
Delta Air Lines Inc Common 247361108 6107 137611 SH Defined 01 137611 0 0
Diagnostic Products Common 252450101 297 5560 SH Defined 01 5560 0 0
Dime Bancorp, Inc Common 25429Q102 5726 257366 SH Defined 01 257366 0 0
Dover Corporation Common 260003108 12088 257533 SH Defined 01 257533 0 0
DR Horton Inc Common 23331A109 243 14123 SH Defined 01 14123 0 0
Dycom Industries Inc Common 267475101 4388 105433 SH Defined 01 105433 0 0
El Paso Energy Corp. Common 283905107 961 15600 SH Defined 01 15600 0 0
Elantec Semiconductor Common 284155108 282 2835 SH Defined 01 2835 0 0
Electro Scientific Ind. Common 285229100 251 7145 SH Defined 01 7145 0 0
Embratel Participacoes Common 29081N100 292 15760 SH Defined 01 15760 0 0
EMC Corporation Common 268648102 2687 27000 SH Defined 01 27000 0 0
Eni SPA-Spon ADR Common 26874R108 231 4360 SH Defined 01 4360 0 0
EOG Resources Inc Common 26875P101 5112 131489 SH Defined 01 131489 0 0
Ericsson(LM) Tel-SP ADR Common 294821400 234 15770 SH Defined 01 15770 0 0
Esterlin Technologies Common 297425100 243 12365 SH Defined 01 12365 0 0
Fleet Boston Financial Common 339030108 477 12225 SH Defined 01 12225 0 0
Flextronics Intl LTD Common Y2573F102 498 6060 SH Defined 01 6060 0 0
Fluor Corporation Common 343861100 1971 65694 SH Defined 01 65694 0 0
Fomento Economico ADR Common 344419106 292 7490 SH Defined 01 7490 0 0
Ford Motor Company Common 345370860 5722 224393 SH Defined 01 224393 0 0
Forest Laboratories Common 345838106 7653 66732 SH Defined 01 66732 0 0
General Dynamics Common 369550108 14285 227426 SH Defined 01 227426 0 0
General Motors Corp Common 370442105 1374 21132 SH Defined 01 21132 0 0
Georgia Pacific Corp. Common 373298108 7293 310334 SH Defined 01 310334 0 0
Guess? Inc. Common 401617105 170 15165 SH Defined 01 15165 0 0
Hot Topic Inc Common 441339108 212 7065 SH Defined 01 7065 0 0
Icos Vision Systems Common B49233107 321 10595 SH Defined 01 10595 0 0
IMS Health, Inc Common 449934108 2059 99228 SH Defined 01 99228 0 0
Infocus Corporation Common 45665B106 345 6510 SH Defined 01 6510 0 0
Intel Corporation Common 458140100 4992 120100 SH Defined 01 120100 0 0
JAKKS Pacific Inc. Common 47012E106 127 13467 SH Defined 01 13467 0 0
Johnson Controls, Inc. Common 478366107 12961 243826 SH Defined 01 243826 0 0
Jones Apparel Group Inc Common 480074103 14714 555237 SH Defined 01 555237 0 0
Keebler Foods Common 487256109 387 9210 SH Defined 01 9210 0 0
Kemet Corporation Common 488360108 4144 150019 SH Defined 01 150019 0 0
King Pharmaceuticals Common 495582108 5397 161415 SH Defined 01 161415 0 0
KLA Instruments Corp. Common 482480100 8680 210732 SH Defined 01 210732 0 0
Knight Trading Group Common 499063105 497 13810 SH Defined 01 13810 0 0
Korea Elecrtic Power Common 500631106 288 22020 SH Defined 01 22020 0 0
Kroger Co. Common 501044101 9646 427545 SH Defined 01 427545 0 0
Laboratory CRP Amer Hld Common 50540R409 287 2395 SH Defined 01 2395 0 0
Lehman Brothers Hold Common 524908100 14547 97876 SH Defined 01 97876 0 0
Lincoln National Corp. Common 534187109 10482 217801 SH Defined 01 217801 0 0
Liz Claiborne, Inc. Common 539320101 4251 110404 SH Defined 01 110404 0 0
Loew's Companies, Inc. Common 548661107 2132 47510 SH Defined 01 47510 0 0
London Pacific Group Common 542073101 235 11800 SH Defined 01 11800 0 0
Manhattan Assoc Inc Common 562750109 525 8565 SH Defined 01 8565 0 0
Manpower, Inc Common 56418H100 1801 56376 SH Defined 01 56376 0 0
Metris Companies, Inc. Common 591598107 350 8872 SH Defined 01 8872 0 0
MGIC Investment Corp. Common 552848103 13358 218535 SH Defined 01 218535 0 0
Microchip Technology Inc Common 595017104 5156 155932 SH Defined 01 155932 0 0
Micron Technology, Inc. Common 595112103 9608 208870 SH Defined 01 208870 0 0
Minnesota Mining & Mfg Common 604059105 5340 58598 SH Defined 01 58598 0 0
MKS Instruments Inc Common 55306N104 213 7765 SH Defined 01 7765 0 0
MS Dean Witter & Co. Common 617446448 9666 105711 SH Defined 01 105711 0 0
Nokia OYJ ADR Common 654902204 363 9035 SH Defined 01 9035 0 0
Norsk Hydro A/S-Spon ADR Common 656531605 309 7310 SH Defined 01 7310 0 0
Novellus Systems, Inc. Common 670008101 4938 106047 SH Defined 01 106047 0 0
Noven Pharmaceuticals Common 670009109 290 6785 SH Defined 01 6785 0 0
Oakley Inc. Common 673662102 372 21165 SH Defined 01 21165 0 0
PC Connection Inc Common 69318J100 247 4333 SH Defined 01 4333 0 0
Perkinelmer Inc. Common 714046109 4118 39450 SH Defined 01 39450 0 0
Pfizer Inc. Common 717081103 3381 75299 SH Defined 01 75299 0 0
Philip Morris Cos. Common 718154107 7393 251156 SH Defined 01 251156 0 0
Philips Electronics, NV Common 500472303 369 8687 SH Defined 01 8687 0 0
Phillips Petroleum Co Common 718507106 10070 160473 SH Defined 01 160473 0 0
Pier 1 Imports Common 720279108 275 20280 SH Defined 01 20280 0 0
Pioneer Corp-Spon ADR Common 723646105 374 9058 SH Defined 01 9058 0 0
PMI Group Inc. Common 69344M101 12200 180067 SH Defined 01 180067 0 0
Pohang Iron & Steel ADR Common 730450103 294 15790 SH Defined 01 15790 0 0
Polaris Industries Inc Common 731068102 217 6145 SH Defined 01 6145 0 0
Pomeroy Computer Serv Common 731822102 242 12770 SH Defined 01 12770 0 0
Precision Drilling Corp Common 74022D100 4376 122846 SH Defined 01 122846 0 0
Providian Corp Common 74406A102 7061 55600 SH Defined 01 55600 0 0
Quanta Services Inc Common 74762E102 2669 94058 SH Defined 01 94058 0 0
Radian Group Inc Common 750236101 5524 81832 SH Defined 01 81832 0 0
Rare Hospitality Intl Common 753820109 207 10152 SH Defined 01 10152 0 0
Rehabcare Group Inc Common 759148109 201 4730 SH Defined 01 4730 0 0
Sanmina Corp Common 800907107 9026 96410 SH Defined 01 96410 0 0
Scholastic Corp Common 807066105 325 4080 SH Defined 01 4080 0 0
Semitool, Inc. Common 816909105 225 17560 SH Defined 01 17560 0 0
Sharper Image Corp Common 820013100 203 11495 SH Defined 01 11495 0 0
Shell Transport ADR Common 822703609 377 7705 SH Defined 01 7705 0 0
Shire Pharmaceuticals GR Common 82481R106 296 5730 SH Defined 01 5730 0 0
SK Telecom Co. LTD ADR Common 78440P108 252 9841 SH Defined 01 9841 0 0
Skechers USA Inc Cl A Common 830566105 175 11570 SH Defined 01 11570 0 0
Smith Intl Common 832110100 5758 70597 SH Defined 01 70597 0 0
Solectron Company Common 834182107 5525 119777 SH Defined 01 119777 0 0
Steiner Leisure Ltd Common P8744Y102 281 12535 SH Defined 01 12535 0 0
Stilwell Financial Inc Common 860831106 1840 42290 SH Defined 01 42290 0 0
Sun Microsystems Inc Common 866810104 632 5410 SH Defined 01 5410 0 0
Syncor Intl Common 87157J106 244 6620 SH Defined 01 6620 0 0
Taiwan Semiconductor ADR Common 874039100 215 10534 SH Defined 01 10534 0 0
Target Corp. Common 87612E106 5083 198344 SH Defined 01 198344 0 0
Technitrol Inc Common 878555101 3860 38220 SH Defined 01 38220 0 0
Teekay Shipping Corp Common Y8564W103 290 6160 SH Defined 01 6160 0 0
Telefonica SA Common 879382208 208 3501 SH Defined 01 3501 0 0
Telefonos DeMexico ADR Common 879403780 279 5255 SH Defined 01 5255 0 0
Teradyne Inc. Common 880770102 7676 219316 SH Defined 01 219316 0 0
Tiffany & Co. Common 886547108 5470 141859 SH Defined 01 141859 0 0
Tosco Corporation Common 891490302 3684 118111 SH Defined 01 118111 0 0
Triad Guaranty, Inc. Common 895925105 250 8390 SH Defined 01 8390 0 0
United Technologies Common 913017109 8218 118459 SH Defined 01 118459 0 0
Unitedhealth Group Inc Common 91324P102 11140 112810 SH Defined 01 112810 0 0
USG Corporation Common 903293405 4031 160848 SH Defined 01 160848 0 0
USX-Marathon Group Common 902905827 7507 264576 SH Defined 01 264576 0 0
Visteon Corp Common 92839U107 155 10280 SH Defined 01 10280 0 0
Vital Signs Inc Common 928469105 273 10290 SH Defined 01 10290 0 0
Wellpoint Health Net Common 94973H108 8970 93441 SH Defined 01 93441 0 0
Westpac Banking ADR Common 961214301 301 8640 SH Defined 01 8640 0 0
Whirlpool Corp. Common 963320106 2700 69458 SH Defined 01 69458 0 0
Wilsons Leather Common 972463103 222 12274 SH Defined 01 12274 0 0
</TABLE>
