13F-HR 1 l86305ae13f-hr.txt MCDONALD INVESTMENT INC. FORM 13F-HR 1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 12/31/00 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: McDonald Investment Inc. Address: 800 Superior Avenue Cleveland, Ohio 44114 Form 13F File Number: 28-04569 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 the Report on Behalf of Reporting Manager: Name: Russell Gordon Title: Compliance Officer Phone: 216 443-2300 Signature, Place, and Date of Signing: Russell Gordon Cleveland, Ohio 2/6/01 -------------------- ------------------------ -------------- [Signature] [City, State] [Date] 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: [If there are no entries in this list, omit this section.] Form 13F File Number Name 28-04569 McDonald Investments, Inc. ------------ -------------------------- [Repeat as necessary.] 2 Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 --------------- Form 13F Information Table Entry Total: 177 --------------- Form 13F Information Table Value Total: $106,274,717 --------------- (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] 3

~~MCD13F~~ SEC 13F REPORT REPORT DATE: 1001/02/0001 NC MCDONALD INVESTMENTS INC PAGE: 0001 CUSIP SECURITY SHARES MKT VALUE --------- ------------------------------------------ --------------- ----------------------- ~~001055102~~006848105 ~~AFLAC~~ADELPHIA ~~INC~~COMMUNICATIONS CORP 4,000.00 ~~256~~206,~~252~~500.00 ~~001957208 AT&T CORP LIBERTY MEDIA CORP 15,052.00 270,936.00~~ 00949P108 AIRTRAN HOLDINGS INC 12,500.00 5590,~~475~~625.00 020002101 THE ALLSTATE CORPORATION 10,000.00 ~~347~~435,~~500~~630.00 02146C104 ALTERRA HEALTHCARE CORPORATION 3492,~~900~~537.00 7492,~~162~~537.5000 02364J104 AMERICA ONLINE INC DEL 9,920.00 ~~533~~345,~~200~~216.00 ~~025816109 AMERICAN EXPRESS CO 6,000.00 364,500.00~~ 026351106 AMERICAN GENERAL CORPORATION 4,050.00 ~~315~~330,~~900~~075.00 026874107 AMERICAN INTERNATIONAL 128,~~700~~752.00 1862,~~215,237~~623.5936 031162100 AMGEN INC 7,800.00 ~~544~~498,~~658~~716.40 049513104 ATMEL CORPORATION 18,400.00 ~~279~~213,~~459~~900.2000 054937107 BB & T CORP 7,200.00 ~~216~~268,~~900~~653.0060 055622104 BP AMOCO PLC ADS 4,500.00 ~~238~~215,~~500~~437.0050 064057102 BANK OF NEW YORK COMPANY INC 6,800.00 ~~381~~375,~~228~~278.40 06423A103 BANK ONE CORPORATION 4131,387.00 1,~~598~~149,~~572~~548.87 06652B103 BANK UNITED FINANCIAL CORP 40,200.00 ~~296~~341,~~475~~700.00 ~~090324104~~090613100 ~~BINDLEY~~BIOMET ~~WESTERN~~INC ~~INDUSTRIES~~6,075.00 ~~INC~~241,104.60 11096231105 BLUEGREEN CORPORATION 134,~~554~~500.00 ~~369~~210,~~728~~223.50 097023105 BOEING CO 4,400.00 ~~090613100~~290,400.00 ~~BIOMET~~109473108 BRIGHTPOINT INC 98,800.00 345,800.00 110122108 BRISTOL MYERS SQUIBB CO 6,~~075~~000.00 443,628.00 111620100 BROADWING INCORPORATED 16,200.00 369,570.60 122014103 BURLINGTON RESOURCES INC 24,000.00 1,212,~~625~~000.00 ~~096231105~~124269101 ~~BLUEGREEN~~BUY.COM ~~CORPORATION~~INC ~~134~~14,~~500~~072.00 ~~386~~9,~~687~~231.23 125609990 CJF HOLDINGS INC 93,284.00 .00 126419100 CTC COMMUNICATIONS GROUP INC 51,300.00 237,262.50 ~~097023105~~12686C109 ~~BOEING~~CABLEVISION COSYSTEMS CORP 7,000.00 594,566.00 132618109 CAMCO FINANCIAL CORP 23,716.00 228,266.50 139793103 CAPITAL BANK CORP 10,305.00 85,294.48 141907998 CARDIONET INC SER B PFD 20,408.00 29,999.76 149123101 CATERPILLAR INC 5,200.00 246,027.60 150925105 CELLSTAR CORP 33,558.00 49,407.00 151895109 CENTERPOINT PROPERTIES TRUST 4,500.00 212,625.00 15745J205 CHAI NA TA NEW 83,789.00 15,919.91 161133103 CHARMING SHOPPES INC 60,000.00 360,000.00 171605207 CHYRON CORP NEW 128,000.00 160,000.00 171779101 CIENA CORPORATION 3,400.00 ~~277~~276,~~200~~250.00 ~~109473108~~172062101 ~~BRIGHTPOINT~~CINCINNATI FINANCIAL CORP 15,000.00 593,445.00 172474108 CINERGY CORP 8,105.00 284,688.12 17275R102 CISCO SYSTEMS INC 9341,~~800~~300.00 ~~471~~1,~~907~~579,725.8000 172967101 CITIGROUP INC 5,499.00 280,795.43 190441105 THE COASTAL CORPORATION 3,000.00 264,939.00 19764R106 COLUMBIA FINANCIAL OF 18,247.00 142,554.68 200300101 COMCAST CORP CLASS A 14,700.00 607,301.10 200300200 COMCAST CORP CLASS A SPECIAL 5,000.00 208,750.00 Page 1

~~MCD13F~~200340107 COMERICA INC 13,000.00 771,875.00 207374992 CONLEY CANITANO & ASSOCIATES 27,010.00 .00 208464107 CONSECO INC 70,000.00 923,160.00 21247M993 CONVERGENT CAPITAL MANAGEMENT 300,000.00 .00 212485106 CONVERGYS CORPORATION 16,200.00 734,070.60 219350105 CORNING INC 5,100.00 269,346.30 22025Y100 CORRECTIONS CORP AMERICA 44,000.00 15,136.00 262504103 DSET CORPORATION 13,155.00 40,648.95 SEC 13F REPORT REPORT DATE: 1001/02/0001 NC MCDONALD INVESTMENTS INC PAGE: ~~0001~~0002 CUSIP SECURITY SHARES MKT VALUE --------- ------------------------------------------ --------------- ----------------------- ~~110122108~~264411505 ~~BRISTOL~~DUKE-WEEKS ~~MYERS~~REALTY ~~SQUIBB~~CORP ~~CO 7~~14,~~500~~400.00 ~~428~~354,~~437~~600.5000 ~~111620100~~26841Y103 ~~BROADWING~~E ~~INCORPORATED~~DIGITAL 16CORPORATION 35,~~200~~050.00 ~~414~~59,~~120~~164.6040 ~~122014103~~268648102 ~~BURLINGTON~~EMC ~~RESOURCES~~CORP ~~INC~~MASSACHUSETTS 74,~~000~~900.00 ~~257~~325,~~691~~850.00 ~~125609990~~269803102 ~~CJF~~EAGLE ~~HOLDINGS~~PICHER INDUSTRIES INC 9320,~~284~~071.00 .00 ~~12686C109~~27887E100 ~~CABLEVISION~~ECOLLEGE.COM ~~SYSTEMS~~50,916.00 .00 291525103 EMMIS COMMUNICATIONS CORP 417,~~000~~600.00 ~~265~~504,~~252~~908.80 291575108 EMONS TRANSPORATION GROUP INC 20,477.00 ~~132618109~~32,609.62 ~~CAMCO~~293561106 ~~FINANCIAL~~ENRON CORP 236,~~716~~000.00 ~~251~~498,~~982~~750.5000 ~~150925105~~294348107 ~~CELLSTAR~~EPRESENCE ~~CORP~~INC 1536,000.00 47156,~~340~~384.00 ~~151895109~~294821400 ~~CENTERPOINT~~LM ~~PROPERTIES~~ERICSSON ~~TRUST~~TELEPHONE 4CO 15,~~500~~200.00 ~~207~~170,~~283~~057.5060 ~~15745J205~~30049R100 ~~CHAI~~EVOLVING NASYSTEMS TAINCORPORATED ~~NEW~~102,300.00 63220,~~054~~558.80 30231G102 EXXON MOBIL CORP 2,535.00 27220,~~586~~387.1283 ~~161133103~~304231301 ~~CHARMING~~FAIRFIELD ~~SHOPPES~~COMMUNITY INC 6027,000.00 ~~313~~379,~~140~~701.00 ~~171605207~~307668103 ~~CHYRON~~FARM ~~CORP~~FISH ~~NEW~~INC ~~200~~26,~~000~~751.00 ~~500~~19,227.28 313400301 FEDERAL HOME LOAN MORTGAGE 13,400.00 922,925.00 313586109 FEDERAL NATIONAL MORTGAGE 2,800.00 242,900.00 316773100 FIFTH THIRD BANCORP OHIO 193,476.00 11,560,191.00 317923100 FINISH LINE CLASS A 40,000.00 ~~171779101~~236,240.00 ~~CIENA~~32054R108 ~~CORPORATION~~FIRST INDIANA CORP 150,227.00 3,~~400~~530,334.50 33582U100 FIRST NIAGARA FINANCIAL GROUP 14,845.00 ~~417~~160,~~564~~518.98 337915102 FIRSTMERIT CORP 20,894.00 ~~172062101~~558,580.19 ~~CINCINNATI~~337932107 ~~FINANCIAL~~FIRST ENERGY CORP 1550,000.00 ~~532~~1,~~500~~578,150.00 ~~172474108~~33832H107 ~~CINERGY~~FLAG FINANCIAL CORP 820,~~410~~852.00 ~~278~~111,~~059~~099.8345 ~~17275R102~~344155106 ~~CISCO~~FOCAL ~~SYSTEMS~~COMMUNICATIONS INC 5518,200.00 3127,~~049,800~~400.00 ~~172967101~~35921W101 ~~CITIGROUP~~FRONTSTEP, INC. 511,~~499~~485.00 ~~297~~39,~~292~~508.4340 ~~184502102~~36318D102 ~~CLEAR~~GALAXY ~~CHANNEL~~ONLINE ~~COMMUNICATIONS~~INC 657,~~000~~405.00 ~~339~~11,~~000~~825.0043 ~~190441105~~369332101 ~~THE~~GENERAL ~~COASTAL~~CHEMICAL ~~CORPORATION~~GRP 350,000.00 ~~222~~46,~~375~~900.00 ~~200300101~~369604103 ~~COMCAST~~GENERAL ~~CORP~~ELECTRIC ~~CLASS~~CO ~~A 14~~25,~~700~~320.00 ~~598~~1,~~113~~213,790.6016 ~~200300200~~37184G104 ~~COMCAST~~GENESIS ~~CORP~~WORLDWIDE ~~CLASS~~INC ~~A SPECIAL 5~~80,~~000~~367.00 ~~204~~11,~~690~~251.0038 ~~200340107~~37929C103 ~~COMERICA~~GLIATECH INC 1310,~~000~~810.00 ~~759~~43,~~694~~921.0003 ~~200693109~~396900102 ~~COMMERCE~~GREENWELL ~~ONE~~RESOURCES ~~INC~~CORP 620,000.00 ~~471~~.00 401698105 GUIDANT CORPORATION 18,~~000~~300.00 ~~207374992~~951,449.05 ~~CONLEY~~406369108 ~~CANITANO~~HALSEY &DRUG ~~ASSOCIATES~~INC 2790,~~010~~000.00 63,000.00 ~~208464107~~412822108 ~~CONSECO~~HARLEY-DAVIDSON INC 9017,~~000~~600.00 ~~686~~699,~~249~~600.9900 ~~21247M993~~414549105 ~~CONVERGENT~~HARRIS ~~CAPITAL~~INTERACTIVE ~~MANAGEMENT~~INC ~~300~~48,~~000~~500.00 178,868.00 Page 2

~~MCD13F~~420200107 HAWKINS CHEMICAL 10,500.00 87,937.50 421924101 HEALTHSOUTH CORP 12,900.00 210,437.70 436926109 HOME FEDERAL BANCORP INDIANA 11,599.00 175,434.87 436939995 HOMELOAN.COM INC 30,150.00 .00 45768F103 INNES STREET FINANCIAL CORP 19,802.00 223,386.36 45768G994 INNIO.COM INC CONVERTIBLE NOTE 50,000.00 50,000.00 458109998 INTEGRATED BIOTECHNOLOGY CORP 100,000.00 .00 458140100 INTEL CORP 15,400.00 462,970.20 459200101 INTERNATIONAL BUSINESS 2,400.00 204,000.00 46062W107 INTERPORE INTERNATIONAL 13,975.00 50,659.37 460993207 INTL TECHNEGROUP INCORPORATED 10,780.00 40,000.26 478160104 JOHNSON & JOHNSON 12,333.00 1,295,741.97 492386107 KERR MCGEE CORP 5,000.00 334,690.00 493267108 KEYCORP 43,600.00 1,220,800.00 501044101 KROGER CO 36,999.00 1,001,303.93 50181P100 LCNB CORPORATION 8,181.00 274,063.50 SEC 13F REPORT REPORT DATE: 1001/02/0001 NC MCDONALD INVESTMENTS INC PAGE: ~~0002~~0003 CUSIP SECURITY SHARES MKT VALUE --------- ------------------------------------------ --------------- ----------------------- ~~236365102~~505893107 ~~DANSKIN~~LAFAYETTE ~~INC~~BANCORPORATION 24107,~~000~~721.00 61,~~720~~400,373.00 ~~254687106~~50730K503 ~~WALT~~LAIDLAW ~~DISNEY~~INC ~~COMPANY~~NEW 616,000.00 ~~229~~1,~~500~~168.00 ~~262504103~~532457108 ~~DSET~~LILLY ~~CORPORATION~~ELI 12& CO 32,~~500~~871.00 ~~257~~3,~~812~~059,073.5085 ~~264411505~~532879103 ~~DUKE-WEEKS~~LINCOLN ~~REALTY~~BANCORP IND 70,600.00 900,150.00 534187109 LINCOLN NATIONAL CORP 14INDIANA 8,~~400~~000.00 ~~347~~378,~~400~~504.00 ~~26841Y103~~539553107 ELOCAL ~~DIGITAL~~FINANCIAL CORPORATION 5420,~~775~~000.00 ~~234~~262,~~491~~500.7700 ~~268648102~~540424108 ~~EMC~~LOEWS CORP ~~MASSACHUSETTS~~3,500.00 4362,~~900~~470.50 552721102 MFRI INC 13,342.00 ~~485~~30,~~712~~419.76 556466100 MADE-TO-MANAGE SYSTEMS INC 77,120.00 152,753.50 ~~269803102~~561240201 ~~EAGLE~~MALLON ~~PICHER~~RESOURCES CORP NEW 89,500.00 648,875.00 566902409 MARGATE INDUSTRIES INC 20NEW 11,~~071~~834.00 29,585.00 ~~278762109~~568459101 ~~ECHOSTAR~~MARINER ~~COMMUNICATIONS~~POST 24ACCUTE NETWORK 85,~~000~~805.00 13,~~266~~689.61 573284106 MARTIN MARIETTA MATERIALS INC 10,000.00 ~~291525103~~423,000.00 ~~EMMIS~~57772K101 ~~COMMUNICATIONS~~MAXIM ~~CORP~~INTEGRATED 17PRODUCTS INC 5,~~600~~300.00 ~~435~~253,~~600~~408.90 585055106 MEDTRONIC INC 200,034.00 ~~293561106~~12,077,052.74 ~~ENRON~~589331107 ~~CORP~~MERCK & COMPANY INC 6,~~400~~300.00 ~~560~~589,~~800~~837.50 591097100 METAL MANAGEMENT INC 37,709.00 ~~294348107~~.00 ~~EPRESENCE~~628778102 NBT BANCORP INC 8012,~~000~~188.00 ~~540~~178,~~000~~249.50 629799990 NAKORNTHAI STRIP MILL PUBLIC 3,667,750.00 ~~294821400~~.00 LM631103108 ~~ERICSSON~~THE ~~TELEPHONE~~NASDAQ COSTOCK MARKET INC 31,500.00 441,000.00 635405103 NATIONAL CITY CORP 15,~~200~~461.00 ~~225~~444,~~157~~503.6075 ~~30049R100~~638612101 ~~EVOLVING~~NATIONWIDE ~~SYSTEMS~~FINANCIAL ~~INCORPORATED~~SERVICES 207,~~000~~500.00 ~~130~~356,~~000~~250.00 ~~30231G102~~65473P105 ~~EXXON~~NISOURCE ~~MOBIL~~INC 83,196.00 2,558,277.00 665859104 NORTHERN TRUST CORP 2,~~535~~700.00 ~~225~~220,~~931~~220.8710 ~~304231301~~677240103 ~~FAIRFIELD~~OHIO ~~COMMUNITY~~CASUALTY ~~INC~~CORP 3844,~~700~~245.00 ~~391~~428,~~837~~734.5005 ~~307668103~~677399990 ~~FARM~~OHIO ~~FISH~~LEGACY ~~INC~~CORP 2627,~~626~~750.00 14.00 679833103 OLD KENT FINANCIAL CORP 53,~~977~~749.1200 2,351,518.75 Page 3

~~MCD13F~~680033107 OLD NATIONAL BANCORP 30,146.00 902,510.94 691471106 OXFORD HEALTH PLANS 8,000.00 316,000.00 693475105 PNC BANK CORP 39,500.00 2,885,988.50 69361E107 PSC INC 35,000.00 26,250.00 69371Y101 PAC-WEST TELECOMM INC 11,500.00 39,537.00 70336N107 PATRIOT SCIENTIFIC CORP 100,000.00 51,000.00 712289107 PEOPLES SAVINGS BANK TROY OHIO 15,518.00 53,343.12 712308105 PEOPLES SIDNEY FINANCIAL CORP 11,818.00 93,066.75 717081103 PFIZER INC 27,013.00 1,242,598.00 719153108 PHOENIX TECHNOLOGIES LTD 42,142.00 568,242.72 723454104 PINNACLE DATA SYSTEMS INC 60,000.00 232,500.00 740474309 PREMIER CONCEPTS INC CL A 11,062.00 11,062.00 74264T102 PRIORITY HEALTHCARE 20,400.00 832,585.20 74264T201 PRIORITY HEALTHCARE CLASS A 11,646.00 337,734.00 742718109 PROCTER & GAMBLE CO 8,656.00 678,959.32 743866105 PROVIDENT FINANCIAL GROUP INC 68,728.00 2,577,300.00 747556991 QUALITY DATA MANAGEMENT INC 16,000.00 80,000.00 74756P105 QUALITY DINING INC 49,200.00 101,499.60 750917106 RAMBUS INC 6,300.00 227,587.50 75281A109 RANGE RESOURCES CORP 25,000.00 171,875.00 78387G103 SBC COMMUNICATIONS INC 9,721.00 464,177.75 803111103 SARA LEE CORP 190,759.00 4,685,613.31 806605101 SCHERING PLOUGH CORPORATION 13,346.00 757,385.50 806857108 SCHLUMBERGER LIMITED 5,600.00 447,652.80 SEC 13F REPORT REPORT DATE: 1001/02/0001 NC MCDONALD INVESTMENTS INC PAGE: 0004 CUSIP SECURITY SHARES MKT VALUE --------- ------------------------------------------ --------------- ----------------------- ~~747556991~~828806109 ~~QUALITY~~SIMON ~~DATA~~PROPERTY ~~MANAGEMENT~~GROUP INC 18,600.00 446,400.00 842626103 SOUTHERN COMMUNITY BANCSHARES 12,776.00 111,904.98 855244109 STARBUCKS CORPORATION 16,000.00 80708,000.00 ~~74756P105~~858119100 ~~QUALITY~~STEEL ~~DINING~~DYNAMICS INC 4916,~~200~~000.00 98176,~~400~~000.00 ~~750917106~~858147101 ~~RAMBUS~~STEEL TECHNOLOGIES INC 613,~~300~~121.00 ~~497~~67,~~309~~179.4052 ~~75281A109~~879433100 ~~RANGE~~TELEPHONE ~~RESOURCES~~& ~~CORP~~DATA 40SYSTEMS INC 61,350.00 5,521,500.00 887315109 TIME WARNER INC 18,900.00 987,336.00 88823T106 TIREX CORPORATION 30,000.00 ~~192~~2,~~520~~850.00 ~~760282103~~89151P104 ~~REPUBLIC~~2THEMART.COM 12,000.00 168.00 899729107 TUNDRA GOLD MINES LIMITED 20,400.00 .00 902973106 US BANCORP ~~INCORPORATED~~NEW 2216,200.00 .00 90331S109 US LEC CORPORATION CLASS A 293,404.00 1,398,592.78 904832102 UNION ACCEPTANCE CORP A 12,000.00 ~~209~~51,000.00 ~~77316P101~~923351100 ~~ROCKFORD~~VERAMARK TECHNOLOGIES INC 18,900.00 11,812.50 925464109 VESTAUR SECURITIES INC 26,000.00 333,138.00 925524100 VIACOM INC CLASS A COMMON 19,300.00 907,100.00 928467307 VITAFORT INTERNATIONAL CORP 1450,~~928~~000.00 881,~~523~~650.0400 928615103 VOICESTREAM WIRELESS CORP 2,000.00 201,250.00 938862109 WASHINGTON GROUP INTERNATIONAL 31,000.00 253,828.00 Page 4

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