Bluefin Investment Management as of March 31, 2013
Portfolio Holdings for Bluefin Investment Management
Bluefin Investment Management holds 30 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Michael Kors Holdings | 5.8 | $8.6M | 151k | 56.79 | |
| Dick's Sporting Goods (DKS) | 5.7 | $8.4M | 178k | 47.30 | |
| Dex (DXCM) | 5.6 | $8.3M | 496k | 16.72 | |
| Exacttarget | 5.5 | $8.1M | 349k | 23.27 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 5.5 | $8.1M | 100k | 81.29 | |
| Fortinet (FTNT) | 5.5 | $8.1M | 342k | 23.68 | |
| Aegerion Pharmaceuticals | 4.6 | $6.8M | 169k | 40.34 | |
| Waste Connections | 4.5 | $6.7M | 187k | 35.98 | |
| Triumph (TGI) | 4.3 | $6.4M | 82k | 78.50 | |
| Cognizant Technology Solutions (CTSH) | 4.3 | $6.4M | 84k | 76.62 | |
| Lions Gate Entertainment | 4.1 | $6.1M | 255k | 23.77 | |
| Express Scripts Holding | 3.8 | $5.6M | 98k | 57.62 | |
| Catamaran | 3.8 | $5.6M | 106k | 53.03 | |
| OSI Systems (OSIS) | 3.8 | $5.6M | 90k | 62.29 | |
| Ellie Mae | 3.5 | $5.2M | 218k | 24.05 | |
| W.W. Grainger (GWW) | 3.2 | $4.7M | 21k | 224.98 | |
| Eagle Materials (EXP) | 2.7 | $4.0M | 61k | 66.63 | |
| United Rentals (URI) | 2.6 | $3.8M | 69k | 54.96 | |
| Globus Med Inc cl a (GMED) | 2.4 | $3.5M | 240k | 14.68 | |
| Magnachip Semiconductor Corp (MX) | 2.2 | $3.3M | 191k | 17.31 | |
| Heartland Express (HTLD) | 2.1 | $3.1M | 232k | 13.34 | |
| Impax Laboratories | 2.1 | $3.0M | 197k | 15.44 | |
| Echostar Corporation (SATS) | 1.9 | $2.9M | 74k | 38.97 | |
| Spectranetics Corporation | 1.9 | $2.8M | 152k | 18.53 | |
| Vitamin Shoppe | 1.8 | $2.7M | 55k | 48.85 | |
| Universal Display Corporation (OLED) | 1.7 | $2.6M | 87k | 29.43 | |
| Wageworks | 1.7 | $2.5M | 99k | 25.03 | |
| American Science & Engineering | 1.6 | $2.3M | 38k | 60.99 | |
| Sourcefire | 1.4 | $2.1M | 36k | 59.24 | |
| LogMeIn | 0.1 | $188k | 9.8k | 19.18 |
