Daruma Asset Management

Daruma Asset Management as of March 31, 2011

Portfolio Holdings for Daruma Asset Management

Daruma Asset Management holds 54 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Shutterfly 4.5 $87M 1.7M 52.36
Wright Express Corporation 4.0 $78M 1.5M 51.84
Interface 4.0 $76M 4.1M 18.49
First American Financial (FAF) 3.6 $70M 4.3M 16.50
Maximus (MMS) 3.5 $68M 841k 81.17
Progress Software Corporation (PRGS) 3.4 $66M 2.3M 29.09
AMERIGROUP Corporation 3.4 $66M 1.0M 64.25
CoStar (CSGP) 3.4 $65M 1.0M 62.68
Healthsouth 3.4 $65M 2.6M 24.98
Knoll 3.3 $63M 3.0M 20.96
MGIC Investment (MTG) 3.3 $63M 7.1M 8.89
Cadence Design Systems (CDNS) 3.2 $63M 6.4M 9.75
Wabtec Corporation (WAB) 3.2 $63M 923k 67.83
Advantage Oil & Gas 3.2 $61M 6.8M 8.97
Allscripts Healthcare Solutions (MDRX) 3.0 $57M 2.7M 20.99
Brady Corporation (BRC) 2.9 $57M 1.6M 35.69
Sotheby's 2.7 $53M 1.0M 52.60
United Stationers 2.7 $52M 736k 71.05
Semtech Corporation (SMTC) 2.7 $52M 2.1M 25.02
Rovi Corporation 2.6 $50M 933k 53.65
Life Time Fitness 2.5 $48M 1.3M 37.31
PMC-Sierra 2.5 $48M 6.4M 7.51
Lumber Liquidators Holdings (LL) 2.5 $48M 1.9M 24.99
Validus Holdings 2.5 $47M 1.4M 33.33
Lululemon Athletica (LULU) 2.4 $46M 517k 89.05
Pinnacle Entertainment 2.4 $46M 3.3M 13.62
United Natural Foods (UNFI) 2.4 $46M 1.0M 44.82
Air Methods Corporation 2.4 $45M 673k 67.25
Convergys Corporation 2.3 $45M 3.1M 14.36
K12 2.3 $44M 1.3M 33.70
Bally Technologies 2.3 $44M 1.2M 37.85
Monster Worldwide 2.3 $44M 2.8M 15.90
Chiquita Brands International 2.0 $38M 2.5M 15.34
Acxiom Corporation 1.6 $31M 2.2M 14.35
Plexus (PLXS) 1.2 $23M 654k 35.06
Verisign (VRSN) 0.0 $686k 19k 36.20
Williams-Sonoma (WSM) 0.0 $683k 17k 40.51
Armstrong World Industries (AWI) 0.0 $771k 17k 46.28
Valeant Pharmaceuticals Int 0.0 $800k 16k 49.79
Cit 0.0 $538k 13k 42.56
Cerner Corporation 0.0 $644k 5.8k 111.23
Forest Oil Corporation 0.0 $570k 15k 37.85
Dun & Bradstreet Corporation 0.0 $530k 6.6k 80.30
Hertz Global Holdings 0.0 $649k 42k 15.63
Atmel Corporation 0.0 $638k 47k 13.64
Community Health Systems (CYH) 0.0 $511k 13k 39.95
Regal-beloit Corporation (RRX) 0.0 $491k 6.7k 73.83
MEMC Electronic Materials 0.0 $519k 40k 12.96
Brocade Communications Systems 0.0 $627k 102k 6.15
CoreLogic 0.0 $495k 27k 18.50
Mednax (MD) 0.0 $609k 9.1k 66.63
QEP Resources 0.0 $631k 16k 40.55
International Game Technology 0.0 $471k 29k 16.24
Urban Outfitters (URBN) 0.0 $396k 13k 29.84