Daruma Asset Management

Daruma Capital Management as of March 31, 2013

Portfolio Holdings for Daruma Capital Management

Daruma Capital Management holds 75 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
Lumber Liquidators Holdings (LL) 4.2 $82M 1.2M 70.22
CoStar (CSGP) 4.1 $81M 737k 109.46
Acxiom Corporation 3.9 $76M 3.7M 20.40
WellCare Health Plans 3.7 $74M 1.3M 57.96
Brunswick Corporation (BC) 3.7 $73M 2.1M 34.22
Maximus (MMS) 3.6 $72M 894k 79.97
Shutterfly 3.6 $71M 1.6M 44.17
Wright Express (WEX) 3.4 $67M 852k 78.50
Francescas Hldgs Corp 3.4 $67M 2.3M 28.72
Healthsouth 3.3 $66M 2.5M 26.37
Interface (TILE) 3.3 $65M 3.4M 19.22
Cadence Design Systems (CDNS) 3.2 $64M 4.6M 13.93
Pandora Media 3.2 $64M 4.5M 14.16
DealerTrack Holdings 3.2 $63M 2.1M 29.38
Armstrong World Industries (AWI) 3.1 $62M 1.1M 55.89
Wabtec Corporation (WAB) 3.1 $61M 599k 102.11
Crocs (CROX) 3.1 $61M 4.1M 14.82
United Stationers 2.8 $56M 1.4M 38.65
Progress Software Corporation (PRGS) 2.8 $55M 2.4M 22.83
Centene Corporation (CNC) 2.7 $54M 1.2M 44.04
Beacon Roofing Supply (BECN) 2.7 $53M 1.4M 38.66
Rogers Corporation (ROG) 2.6 $52M 1.1M 47.62
Sotheby's 2.6 $52M 1.4M 37.41
Semtech Corporation (SMTC) 2.5 $50M 1.4M 35.40
Life Time Fitness 2.2 $44M 1.0M 42.78
Knoll 2.1 $43M 2.3M 18.13
Ciena Corporation (CIEN) 2.1 $41M 2.6M 16.01
A. Schulman 2.1 $41M 1.3M 31.56
DigitalGlobe 2.0 $41M 1.4M 28.91
Walter Energy 2.0 $40M 1.4M 28.50
ION Geophysical Corporation 2.0 $40M 5.9M 6.81
Microsemi Corporation 1.9 $37M 1.6M 23.17
Fresh Market 0.9 $18M 412k 42.77
Insulet Corporation (PODD) 0.8 $16M 599k 25.86
Western Digital (WDC) 0.2 $5.0M 99k 50.29
Lam Research Corporation (LRCX) 0.2 $5.0M 121k 41.46
Avery Dennison Corporation (AVY) 0.2 $4.2M 97k 43.07
Fortune Brands (FBIN) 0.2 $4.2M 112k 37.43
Incyte Corporation (INCY) 0.2 $4.0M 171k 23.41
Regal-beloit Corporation (RRX) 0.2 $3.9M 48k 81.57
Oxford Industries (OXM) 0.2 $3.9M 74k 53.10
Valeant Pharmaceuticals Int 0.2 $3.9M 52k 75.01
QEP Resources 0.2 $4.0M 126k 31.84
CarMax (KMX) 0.2 $3.5M 84k 41.70
Perrigo Company 0.2 $3.5M 30k 118.75
Peabody Energy Corporation 0.2 $3.3M 157k 21.15
Pall Corporation 0.2 $3.3M 49k 68.36
Celanese Corporation (CE) 0.1 $2.9M 65k 44.04
Sirona Dental Systems 0.1 $3.0M 41k 73.73
Align Technology (ALGN) 0.1 $2.8M 83k 33.51
Cerner Corporation 0.1 $2.6M 27k 94.73
Mednax (MD) 0.1 $2.5M 28k 89.62
Onyx Pharmaceuticals 0.0 $725k 8.1k 88.94
Gilead Sciences (GILD) 0.0 $566k 12k 48.92
Citigroup (C) 0.0 $576k 13k 44.26
Hologic (HOLX) 0.0 $340k 15k 22.57
United Technologies Corporation 0.0 $323k 3.5k 93.41
Dell 0.0 $322k 23k 14.31
Live Nation Entertainment (LYV) 0.0 $332k 27k 12.38
Precision Castparts 0.0 $441k 2.3k 189.76
Sinclair Broadcast 0.0 $361k 18k 20.32
Equinix 0.0 $298k 1.4k 216.10
Allegheny Technologies Incorporated (ATI) 0.0 $375k 12k 31.70
American International (AIG) 0.0 $374k 9.6k 38.78
stock 0.0 $302k 7.6k 40.00
CBS Corporation 0.0 $209k 4.5k 46.70
Citrix Systems 0.0 $203k 2.8k 72.27
J.C. Penney Company 0.0 $204k 14k 15.11
Research In Motion 0.0 $152k 11k 14.48
Synchronoss Technologies 0.0 $262k 8.4k 31.01
General Motors Company (GM) 0.0 $264k 9.5k 27.84
Datawatch Corporation 0.0 $269k 18k 15.00
Delphi Automotive 0.0 $285k 6.4k 44.40
Infoblox 0.0 $251k 12k 21.69
NII Holdings 0.0 $87k 20k 4.32