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1 ------------------------ OMB APPROVAL ------------------------ OMB Number: 3235-0145 Expires:October 31, 2002 Estimated average burden hours per response...14.9 ------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G - ------------------------------------------------------------------------------- Under the Securities Exchange Act of 1934 (Amendment No. )* SMITH (A.O.) CORP.(1) -------------------------------------------------------- (Name of Issuer) COMMON STOCK -------------------------------------------------------- (Title of Class of Securities) 831865209 ------------------------------ (CUSIP Number) DECEMBER 31, 2000 -------------------------------------------------------- (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) - ---------- (1) The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that Section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). A.O. Smith Corp 13G.DOC February 13, 2001 8:13 AM 2 Schedule 13G Page 2 of 6 CUSIP No. 831865209 SMITH (A.O.) CORP. - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Berger Small Cap Value Fund(2) ID No. 36-3344166 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [ ] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Massachusetts - -------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF -0- SHARES --------------------------------------------------- BENEFICIALLY 6 SHARED VOTING POWER OWNED BY EACH 1,000,000(3) REPORTING --------------------------------------------------- PERSON 7 SOLE DISPOSITIVE POWER WITH -0- --------------------------------------------------- 8 SHARED DISPOSITIVE POWER 1,000,0003 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,000,000 - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 6.74% - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON IV - -------------------------------------------------------------------------------- - ---------- (2) Berger Small Cap Value Fund is a portfolio series established under the Berger Omni Investment Trust, an open-end management investment company registered under the Investment Company Act of 1940, as amended. (3) Perkins, Wolf, McDonnell & Company is the sub investment advisor delegated with investment and voting authority. 3 Schedule 13G Page 3 of 6 CUSIP No. 831865209 SMITH (A.O.) CORP. - -------------------------------------------------------------------------------- Item 1. (a) Name of Issuer: SMITH (A.O.) CORP. (b) Address of Issuer's Principal Executive Offices: 11270 WEST PARK PLACE MILWAUKEE, WISCONSIN 53224 Item 2. (a) Name of Person Filing: (1) BERGER SMALL CAP VALUE FUND(4) (b) Address of Principal Business Office: (1) BERGER SMALL CAP VALUE FUND 210 UNIVERSITY BOULEVARD, SUITE 900 DENVER, COLORADO 80206 (c) Citizenship: (1) Berger Small Cap Value Fund: MASSACHUSETTS (d) Title of Class of Securities: COMMON STOCK (e) CUSIP Number: 831865209 Item 3. If this statement is filed pursuant to Rule 13d-1(b), or 13d-2(b), check whether the person filing is a: (a) Broker or Dealer registered under Section 15 of the Act ----- (b) Bank as defined in section 3(a)(6) of the Act ----- (c) Insurance Company as defined in section 3(a)(19) of the Act ----- - ---------- (4) Berger Small Cap Value Fund is a portfolio series established under the Berger Omni Investment Trust, an open-end management investment company registered under the Investment Company Act of 1940, as amended. 4 Schedule 13G Page 4 of 6 CUSIP No. 831865209 SMITH (A.O.) CORP. - -------------------------------------------------------------------------------- (d) X Investment Company registered under section 8 of the ----- Investment Company Act (e) Investment Adviser registered under section 203 of the ----- Investment Advisers Act of 1940 (f) Employee Benefit Plan, Pension Fund which is subject to the ----- provisions of the Employee Retirement Income Security Act of 1974 or Endowment Fund; see section 240.13d-1(b)(1)(ii)(F) (g) Parent Holding Company, in accordance with section ----- 240.13d-1(b)(1)(ii)(G) (Note: See Item 7) (h) Group, in accordance with section 240.13d-1(b)(1)(ii)(H) ----- Item 4. Ownership (a) Amount Beneficially Owned: (1) Berger Small Cap Value Fund: 1,000,000 --------- (b) Percent of Class: (1) Berger Small Cap Value Fund 6.74% --------- (c) Number of shares as to which such person has: (i) Sole power to vote or to direct the vote: 0 --------- (ii) Shared power to vote or to direct the vote: 1,000,000(5) --------- (iii) Sole power to dispose or to direct the disposition of: 0 --------- (iv) Shared power to dispose or to direct the disposition of: 1,000,000(5) --------- Item 5. Ownership of Five Percent or Less of a Class: N/A - ---------- (5) Perkins, Wolf, McDonnell & Company is the sub investment advisor delegated with investment and voting authority. 5 Schedule 13G Page 5 of 6 CUSIP No. 831865209 SMITH (A.O.) CORP. - -------------------------------------------------------------------------------- Item 6. Ownership of More than Five Percent on Behalf of Another Person: N/A Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company: N/A Item 8. Identification and Classification of Members of the Group: N/A Item 9. Notice of Dissolution of Group: N/A Item 10. Certification: BY SIGNING BELOW I CERTIFY THAT, TO THE BEST OF MY KNOWLEDGE AND BELIEF, THE SECURITIES REFERRED TO ABOVE WERE ACQUIRED AND ARE HELD IN THE ORDINARY COURSE OF BUSINESS AND WERE NOT ACQUIRED AND ARE NOT HELD FOR THE PURPOSE OF OR WITH THE EFFECT OF CHANGING OR INFLUENCING THE CONTROL OF THE ISSUER OF SUCH SECURITIES AND WERE NOT ACQUIRED AND ARE NOT HELD IN CONNECTION WITH OR AS A PARTICIPANT IN ANY TRANSACTION HAVING SUCH PURPOSE OR EFFECT. 6 Schedule 13G Page 6 of 6 CUSIP No. 831865209 SMITH (A.O.) CORP. - -------------------------------------------------------------------------------- SIGNATURE After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. BERGER SMALL CAP VALUE FUND: February 14, 2001 ----------------------------------------- Date /s/ Brian S. Ferrie ----------------------------------------- Signature Brian S. Ferrie, Vice President ----------------------------------------- Name/Title