Magee Thomson Investment Partners as of Sept. 30, 2011
Portfolio Holdings for Magee Thomson Investment Partners
Magee Thomson Investment Partners holds 135 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 |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.0 | $33M | 87k | 381.32 | |
| MasterCard Incorporated (MA) | 6.3 | $30M | 95k | 317.17 | |
| O'reilly Automotive (ORLY) | 5.7 | $27M | 409k | 66.63 | |
| Oracle Corporation (ORCL) | 4.8 | $23M | 787k | 28.74 | |
| Directv | 4.4 | $21M | 500k | 42.27 | |
| EMC Corporation | 3.9 | $19M | 889k | 20.99 | |
| Alexion Pharmaceuticals | 3.8 | $18M | 283k | 64.06 | |
| Amazon (AMZN) | 3.7 | $18M | 82k | 216.23 | |
| Watson Pharmaceuticals | 3.6 | $17M | 253k | 68.25 | |
| Nordstrom (JWN) | 3.5 | $17M | 369k | 45.68 | |
| TransDigm Group Incorporated (TDG) | 3.5 | $17M | 206k | 81.67 | |
| Precision Castparts | 3.5 | $17M | 107k | 155.46 | |
| Dollar Tree (DLTR) | 3.3 | $16M | 210k | 75.14 | |
| CSX Corporation (CSX) | 3.0 | $15M | 775k | 18.67 | |
| Abercrombie & Fitch (ANF) | 3.0 | $15M | 236k | 61.56 | |
| Caterpillar (CAT) | 3.0 | $14M | 195k | 73.84 | |
| Cummins (CMI) | 2.9 | $14M | 169k | 81.66 | |
| Fossil | 2.9 | $14M | 169k | 81.06 | |
| Concho Resources | 2.8 | $14M | 189k | 71.15 | |
| Altera Corporation | 2.8 | $13M | 426k | 31.53 | |
| Las Vegas Sands (LVS) | 2.8 | $13M | 347k | 38.34 | |
| Waters Corporation (WAT) | 2.8 | $13M | 175k | 75.48 | |
| Halliburton Company (HAL) | 2.5 | $12M | 397k | 30.51 | |
| Cypress Semiconductor Corporation | 2.4 | $12M | 767k | 14.97 | |
| Finisar Corporation | 2.2 | $10M | 587k | 17.54 | |
| Citrix Systems | 2.1 | $10M | 183k | 54.54 | |
| Rockwell Automation (ROK) | 2.0 | $9.7M | 174k | 56.00 | |
| Informatica Corporation | 1.7 | $8.1M | 199k | 40.95 | |
| Netflix (NFLX) | 1.7 | $7.9M | 69k | 113.25 | |
| Crocs (CROX) | 0.1 | $284k | 12k | 23.67 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $293k | 4.7k | 62.05 | |
| Cepheid | 0.1 | $274k | 7.1k | 38.81 | |
| First Cash Financial Services | 0.1 | $266k | 6.4k | 41.86 | |
| Cardtronics | 0.1 | $291k | 13k | 22.90 | |
| Jazz Pharmaceuticals | 0.1 | $283k | 6.8k | 41.39 | |
| Tractor Supply Company (TSCO) | 0.1 | $233k | 3.7k | 62.67 | |
| Balchem Corporation (BCPC) | 0.1 | $218k | 5.9k | 37.26 | |
| Ariba | 0.1 | $232k | 8.4k | 27.71 | |
| OPNET Technologies | 0.1 | $250k | 7.2k | 34.92 | |
| RightNow Technologies | 0.1 | $220k | 6.7k | 33.05 | |
| Transcend Services | 0.1 | $219k | 9.7k | 22.54 | |
| Neoprobe Corp | 0.1 | $223k | 75k | 2.96 | |
| AtriCure (ATRC) | 0.1 | $227k | 23k | 9.72 | |
| Cash America International | 0.0 | $186k | 3.6k | 51.24 | |
| Ez (EZPW) | 0.0 | $193k | 6.8k | 28.57 | |
| OSI Systems (OSIS) | 0.0 | $188k | 5.6k | 33.48 | |
| Diamond Foods | 0.0 | $182k | 2.3k | 80.18 | |
| Chart Industries (GTLS) | 0.0 | $188k | 4.4k | 42.36 | |
| Immersion Corporation (IMMR) | 0.0 | $174k | 29k | 5.99 | |
| Portfolio Recovery Associates | 0.0 | $181k | 2.9k | 62.33 | |
| BJ's Restaurants (BJRI) | 0.0 | $210k | 4.8k | 44.12 | |
| Merge Healthcare | 0.0 | $187k | 31k | 6.11 | |
| Aspen Technology | 0.0 | $184k | 12k | 15.33 | |
| EXACT Sciences Corporation (EXAS) | 0.0 | $191k | 29k | 6.65 | |
| interCLICK | 0.0 | $170k | 31k | 5.58 | |
| Body Central Acquisition Corporation | 0.0 | $181k | 9.9k | 18.23 | |
| Vera Bradley (VRA) | 0.0 | $178k | 4.9k | 36.16 | |
| Tornier Nv | 0.0 | $186k | 9.0k | 20.58 | |
| D Fluidigm Corp Del (LAB) | 0.0 | $185k | 13k | 13.98 | |
| Coherent | 0.0 | $131k | 3.0k | 43.29 | |
| Ultratech | 0.0 | $135k | 7.8k | 17.20 | |
| Titan International (TWI) | 0.0 | $139k | 9.2k | 15.06 | |
| Magma Design Automation | 0.0 | $132k | 29k | 4.57 | |
| PolyOne Corporation | 0.0 | $135k | 13k | 10.79 | |
| CARBO Ceramics | 0.0 | $158k | 1.5k | 103.13 | |
| Carrizo Oil & Gas | 0.0 | $130k | 6.1k | 21.45 | |
| Rosetta Resources | 0.0 | $143k | 4.1k | 34.54 | |
| Dana Holding Corporation (DAN) | 0.0 | $135k | 13k | 10.58 | |
| Shutterfly | 0.0 | $160k | 3.9k | 41.47 | |
| Qlik Technologies | 0.0 | $163k | 7.5k | 21.69 | |
| Bravo Brio Restaurant | 0.0 | $152k | 9.1k | 16.74 | |
| Sodastream International | 0.0 | $134k | 4.0k | 33.22 | |
| Globe Specialty Metals | 0.0 | $109k | 7.6k | 14.41 | |
| ZOLL Medical Corporation | 0.0 | $81k | 2.2k | 37.36 | |
| Trinity Industries (TRN) | 0.0 | $116k | 5.4k | 21.30 | |
| Neurocrine Biosciences (NBIX) | 0.0 | $75k | 13k | 5.95 | |
| GeoResources | 0.0 | $116k | 6.6k | 17.69 | |
| Greenbrier Companies (GBX) | 0.0 | $73k | 6.4k | 11.49 | |
| Global Geophysical Svcs | 0.0 | $106k | 14k | 7.88 | |
| Ardea Biosciences | 0.0 | $2.0k | 126.00 | 15.87 | |
| Encore Capital (ECPG) | 0.0 | $4.0k | 178.00 | 22.47 | |
| InterNAP Network Services | 0.0 | $3.0k | 654.00 | 4.59 | |
| Wabash National Corporation (WNC) | 0.0 | $2.0k | 346.00 | 5.78 | |
| Virtusa Corporation | 0.0 | $3.0k | 230.00 | 13.04 | |
| American Railcar Industries | 0.0 | $3.0k | 215.00 | 13.95 | |
| Kenexa Corporation | 0.0 | $3.0k | 191.00 | 15.71 | |
| LSB Industries (LXU) | 0.0 | $2.0k | 70.00 | 28.57 | |
| Titan Machinery (TITN) | 0.0 | $2.0k | 143.00 | 13.99 | |
| Akorn | 0.0 | $6.0k | 769.00 | 7.80 | |
| Computer Programs & Systems (TBRG) | 0.0 | $4.0k | 65.00 | 61.54 | |
| Graham Corporation (GHM) | 0.0 | $4.0k | 207.00 | 19.32 | |
| Ceva (CEVA) | 0.0 | $3.0k | 117.00 | 25.64 | |
| New York & Company | 0.0 | $2.0k | 619.00 | 3.23 | |
| Active Power | 0.0 | $2.0k | 1.6k | 1.27 | |
| Furmanite Corporation | 0.0 | $4.0k | 742.00 | 5.39 | |
| Silicon Motion Technology (SIMO) | 0.0 | $6.0k | 509.00 | 11.79 | |
| Abraxas Petroleum | 0.0 | $2.0k | 742.00 | 2.70 | |
| Dawson Geophysical Company | 0.0 | $2.0k | 86.00 | 23.26 | |
| Mitcham Industries | 0.0 | $3.0k | 283.00 | 10.60 | |
| Einstein Noah Restaurant | 0.0 | $4.0k | 279.00 | 14.34 | |
| LeCROY Corporation | 0.0 | $3.0k | 370.00 | 8.11 | |
| Uroplasty | 0.0 | $2.0k | 551.00 | 3.63 | |
| Ym Biosciences | 0.0 | $3.0k | 1.7k | 1.80 | |
| CPI Aerostructures (CVU) | 0.0 | $3.0k | 310.00 | 9.68 | |
| Ceragon Networks (CRNT) | 0.0 | $3.0k | 334.00 | 8.98 | |
| TranS1 (TSON) | 0.0 | $2.0k | 658.00 | 3.04 | |
| Web | 0.0 | $2.0k | 331.00 | 6.04 | |
| Insulet Corporation (PODD) | 0.0 | $3.0k | 207.00 | 14.49 | |
| Cardiovascular Systems | 0.0 | $3.0k | 265.00 | 11.32 | |
| Silicom (SILC) | 0.0 | $2.0k | 190.00 | 10.53 | |
| Datalink Corporation | 0.0 | $2.0k | 355.00 | 5.63 | |
| Achillion Pharmaceuticals | 0.0 | $3.0k | 597.00 | 5.03 | |
| Amarin Corporation (AMRN) | 0.0 | $5.0k | 506.00 | 9.88 | |
| Allot Communications (ALLT) | 0.0 | $3.0k | 292.00 | 10.27 | |
| Synergetics USA | 0.0 | $4.0k | 818.00 | 4.89 | |
| 8x8 (EGHT) | 0.0 | $3.0k | 703.00 | 4.27 | |
| Manitex International (MNTX) | 0.0 | $2.0k | 724.00 | 2.76 | |
| DUSA Pharmaceuticals | 0.0 | $2.0k | 619.00 | 3.23 | |
| Aegerion Pharmaceuticals | 0.0 | $3.0k | 260.00 | 11.54 | |
| Antares Pharma | 0.0 | $4.0k | 1.7k | 2.41 | |
| SPS Commerce (SPSC) | 0.0 | $5.0k | 283.00 | 17.67 | |
| Summer Infant | 0.0 | $3.0k | 472.00 | 6.36 | |
| TPC | 0.0 | $2.0k | 92.00 | 21.74 | |
| GenMark Diagnostics | 0.0 | $4.0k | 601.00 | 6.66 | |
| OCZ Technology | 0.0 | $4.0k | 767.00 | 5.22 | |
| Apricus Bioscience | 0.0 | $2.0k | 654.00 | 3.06 | |
| Glu Mobile | 0.0 | $2.0k | 1.2k | 1.73 | |
| Dialogic (DLGC) | 0.0 | $2.0k | 780.00 | 2.56 | |
| Mitek Systems (MITK) | 0.0 | $5.0k | 541.00 | 9.24 | |
| Procera Networks | 0.0 | $3.0k | 310.00 | 9.68 | |
| Neptune Technologies Bioreso | 0.0 | $2.0k | 960.00 | 2.08 | |
| Exfo | 0.0 | $3.0k | 505.00 | 5.94 | |
| Netqin Mobile | 0.0 | $2.0k | 455.00 | 4.40 | |
| Jiayuan.com Internationa | 0.0 | $2.0k | 312.00 | 6.41 | |
| Tangoe | 0.0 | $3.0k | 262.00 | 11.45 |
