Crestwood Capital Management

Crestwood Capital Management as of Dec. 31, 2010

Portfolio Holdings for Crestwood Capital Management

Crestwood Capital Management holds 40 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
AMERICAN TOWER CORPORATION Cmn Class A 8.8 $30M 578k 51.64
Msci (MSCI) 7.3 $25M 632k 38.96
Savvis 7.0 $24M 929k 25.52
Moody's Corporation (MCO) 6.3 $21M 807k 26.54
ABERCROMBIE & FITCH CO Cl A Com Stk 5.6 $19M 327k 57.63
WellPoint 4.3 $15M 257k 56.86
Sina Corporation 4.2 $14M 207k 68.82
Vistaprint N V 4.0 $14M 294k 46.00
TransDigm Group Incorporated (TDG) 4.0 $13M 186k 72.01
Verisk Analytics (VRSK) 3.6 $12M 360k 34.08
Yahoo! 3.5 $12M 709k 16.63
MasterCard Incorporated (MA) 3.2 $11M 49k 224.12
Airgas 3.0 $10M 164k 62.46
LPL Investment Holdings 3.0 $10M 276k 36.37
Triumph (TGI) 2.9 $9.8M 110k 89.41
SBA Communications Corporation 2.6 $8.9M 218k 40.94
Urban Outfitters (URBN) 2.3 $7.8M 218k 35.81
PT Telekomunikasi Indonesia (TLK) 2.3 $7.8M 218k 35.65
Ctrip.com International 2.2 $7.3M 180k 40.45
Daqo New Energy 2.0 $6.7M 663k 10.16
Suntech Pwr Hldgs Co Ltd note 3.000% 3/1 1.9 $6.2M 7.1M 0.88
Yingli Green Energy Hold 1.8 $5.9M 600k 9.88
Charles Schwab Corporation (SCHW) 1.5 $5.2M 304k 17.11
AutoNavi Holdings 1.4 $4.9M 305k 16.03
Knot 1.4 $4.8M 491k 9.88
McGraw-Hill Companies 1.2 $4.0M 109k 36.41
Ldk Solar Co Ltd note 4.750% 4/1 1.1 $3.8M 3.8M 0.99
Country Syl Ckng Restaurant Chain 1.1 $3.8M 164k 23.00
Spirit AeroSystems Holdings (SPR) 1.0 $3.5M 166k 20.81
O'reilly Automotive (ORLY) 0.9 $3.0M 50k 60.42
E Commerce China Dangdang 0.9 $3.0M 109k 27.07
Trina Solar 0.8 $2.7M 115k 23.42
Changyou 0.6 $2.0M 68k 28.51
Titanium Metals Corporation 0.6 $1.9M 109k 17.18
Solarfun Power Holdings 0.5 $1.7M 205k 8.17
Cogent Communications (CCOI) 0.5 $1.5M 109k 14.14
Suntech Power Holdings 0.3 $1.1M 142k 8.01
Information Services (III) 0.3 $1.1M 550k 2.07
iSoftStone Holdings 0.1 $520k 29k 18.17
INFORMATION SERVICES COMMON Group-u 0.0 $7.5k 750k 0.01