Bluefin Investment Management as of June 30, 2012
Portfolio Holdings for Bluefin Investment Management
Bluefin Investment Management holds 28 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sxc Health Solutions Corp | 6.7 | $17M | 176k | 99.21 | |
| Dex (DXCM) | 6.4 | $17M | 1.3M | 12.96 | |
| Avago Technologies | 6.2 | $16M | 452k | 35.90 | |
| LogMeIn | 6.1 | $16M | 518k | 30.52 | |
| Fortinet (FTNT) | 5.7 | $15M | 641k | 23.22 | |
| NuVasive | 5.2 | $14M | 536k | 25.36 | |
| DSW | 5.0 | $13M | 239k | 54.40 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 4.9 | $13M | 138k | 93.38 | |
| Lions Gate Entertainment | 4.3 | $11M | 755k | 14.74 | |
| Volcano Corporation | 4.1 | $11M | 372k | 28.65 | |
| Waste Connections | 3.9 | $10M | 342k | 29.92 | |
| ValueClick | 3.8 | $9.8M | 598k | 16.39 | |
| Heartland Express (HTLD) | 3.7 | $9.7M | 680k | 14.31 | |
| Thoratec Corporation | 3.6 | $9.5M | 284k | 33.58 | |
| Cognizant Technology Solutions (CTSH) | 3.6 | $9.4M | 156k | 60.00 | |
| Ancestry | 3.2 | $8.3M | 303k | 27.53 | |
| WESCO International (WCC) | 3.0 | $7.9M | 137k | 57.55 | |
| Super Micro Computer (SMCI) | 2.5 | $6.5M | 410k | 15.86 | |
| Corrections Corporation of America | 2.5 | $6.4M | 218k | 29.45 | |
| Sequenom | 2.5 | $6.4M | 1.6M | 4.06 | |
| McGrath Rent (MGRC) | 2.2 | $5.9M | 221k | 26.50 | |
| Luminex Corporation | 2.1 | $5.6M | 227k | 24.49 | |
| Kansas City Southern | 2.1 | $5.5M | 79k | 69.56 | |
| Exacttarget | 2.1 | $5.5M | 250k | 21.86 | |
| Abiomed | 2.0 | $5.2M | 227k | 22.82 | |
| OSI Systems (OSIS) | 1.9 | $4.9M | 78k | 63.34 | |
| Quest Software | 0.7 | $1.7M | 61k | 27.81 | |
| Finisar Corporation | 0.1 | $299k | 20k | 14.95 |
