Jetstream Capital

Jetstream Capital as of Sept. 30, 2011

Portfolio Holdings for Jetstream Capital

Jetstream Capital holds 54 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Deckers Outdoor Corporation (DECK) 6.3 $29M 308k 93.16
Apple (AAPL) 4.4 $20M 53k 381.32
salesforce (CRM) 4.4 $20M 177k 114.28
CF Industries Holdings (CF) 4.0 $18M 148k 123.39
Avago Technologies 3.4 $16M 474k 32.77
Linkedin Corp 3.4 $15M 197k 78.08
Fortinet (FTNT) 3.1 $14M 856k 16.80
Teradata Corporation (TDC) 3.1 $14M 266k 53.53
Chart Industries (GTLS) 3.1 $14M 335k 42.18
Baidu (BIDU) 2.8 $13M 118k 106.91
MasterCard Incorporated (MA) 2.7 $12M 39k 317.15
Cummins (CMI) 2.7 $12M 151k 81.66
Spreadtrum Communications 2.6 $12M 659k 17.95
Green Mountain Coffee Roasters 2.5 $11M 122k 92.94
Polaris Industries (PII) 2.5 $11M 226k 49.97
Fossil 2.4 $11M 138k 81.06
Wynn Resorts (WYNN) 2.4 $11M 97k 115.08
IPG Photonics Corporation (IPGP) 2.4 $11M 254k 43.44
Qualcomm (QCOM) 2.4 $11M 225k 48.63
JDS Uniphase Corporation 2.4 $11M 1.1M 9.97
Lululemon Athletica (LULU) 2.3 $10M 215k 48.69
Tiffany & Co. 2.0 $9.2M 151k 60.82
New Oriental Education & Tech 2.0 $9.0M 391k 22.97
priceline.com Incorporated 1.7 $7.8M 17k 449.48
Cabot Oil & Gas Corporation (CTRA) 1.7 $7.7M 124k 61.91
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.7 $7.6M 123k 62.23
Brigham Exploration Company 1.6 $7.6M 299k 25.27
Helix Energy Solutions (HLX) 1.6 $7.5M 573k 13.10
Patterson-UTI Energy (PTEN) 1.6 $7.2M 413k 17.34
Golar Lng (GLNG) 1.5 $6.9M 219k 31.78
Life Time Fitness 1.4 $6.4M 175k 36.85
CBS Corporation 1.3 $6.1M 302k 20.38
Baker Hughes Incorporated 1.3 $6.1M 132k 46.15
Ford Motor Company (F) 1.3 $6.0M 625k 9.67
Titan International (TWI) 1.2 $5.6M 372k 15.00
Herbalife Ltd Com Stk (HLF) 1.2 $5.4M 100k 53.60
Cepheid 1.1 $4.9M 126k 38.83
Finisar Corporation 1.1 $4.8M 274k 17.54
NetSuite 1.0 $4.7M 174k 27.01
Agilent Technologies Inc C ommon (A) 1.0 $4.5M 144k 31.25
Rockwood Holdings 0.9 $4.3M 128k 33.69
Cognizant Technology Solutions (CTSH) 0.8 $3.8M 61k 62.71
Altera Corporation 0.7 $3.3M 106k 31.53
Carpenter Technology Corporation (CRS) 0.7 $3.2M 72k 44.89
FEI Company 0.7 $3.2M 106k 29.96
Valeant Pharmaceuticals Int 0.7 $3.1M 82k 37.12
Liquidity Services (LQDT) 0.5 $2.4M 74k 32.07
Clean Harbors (CLH) 0.5 $2.2M 42k 51.31
Acme Packet 0.4 $1.9M 46k 42.58
Biogen Idec (BIIB) 0.4 $1.9M 20k 93.15
BroadSoft 0.4 $1.9M 62k 30.36
Qihoo 360 Technologies Co Lt 0.4 $1.9M 114k 16.34
Teradyne (TER) 0.3 $1.4M 128k 11.01
Aspen Technology 0.2 $873k 57k 15.26