Magee Thomson Investment Partners

Magee Thomson Investment Partners as of Dec. 31, 2011

Portfolio Holdings for Magee Thomson Investment Partners

Magee Thomson Investment Partners holds 136 positions in its portfolio as reported in the December 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
MasterCard Incorporated (MA) 7.1 $34M 92k 372.83
Apple (AAPL) 7.1 $34M 84k 405.00
O'reilly Automotive (ORLY) 6.5 $31M 393k 79.95
Dollar Tree (DLTR) 4.3 $21M 248k 83.12
Starbucks Corporation (SBUX) 4.2 $20M 439k 46.01
Alexion Pharmaceuticals 4.1 $20M 274k 71.50
Oracle Corporation (ORCL) 4.0 $20M 760k 25.65
TransDigm Group Incorporated (TDG) 4.0 $19M 199k 95.67
Nordstrom (JWN) 3.7 $18M 357k 49.71
Concho Resources 3.6 $17M 184k 93.75
Precision Castparts 3.6 $17M 104k 164.78
Caterpillar (CAT) 3.5 $17M 188k 90.59
FMC Technologies 3.1 $15M 287k 52.23
Directv 3.1 $15M 348k 42.76
Watson Pharmaceuticals 3.1 $15M 245k 60.33
EMC Corporation 3.0 $15M 682k 21.54
Cummins (CMI) 3.0 $14M 164k 88.02
Las Vegas Sands (LVS) 3.0 $14M 337k 42.73
Amazon (AMZN) 2.9 $14M 80k 173.09
Halliburton Company (HAL) 2.8 $13M 385k 34.51
Fossil 2.7 $13M 163k 79.35
Cypress Semiconductor Corporation 2.6 $13M 743k 16.89
Waters Corporation (WAT) 2.6 $13M 169k 74.05
Rockwell Automation (ROK) 2.6 $12M 168k 73.38
Abercrombie & Fitch (ANF) 2.3 $11M 228k 48.84
Citrix Systems 2.2 $11M 177k 60.72
Finisar Corporation 2.0 $9.5M 569k 16.75
Informatica Corporation 1.5 $7.1M 192k 36.93
Cardtronics 0.1 $343k 13k 26.99
OSI Systems (OSIS) 0.1 $273k 5.6k 48.61
Altisource Portfolio Solns S reg (ASPS) 0.1 $218k 4.3k 50.23
Tractor Supply Company (TSCO) 0.1 $261k 3.7k 70.20
Balchem Corporation (BCPC) 0.1 $237k 5.9k 40.51
Ariba 0.1 $235k 8.4k 28.07
Akorn 0.1 $225k 20k 11.14
Old Dominion Freight Line (ODFL) 0.1 $238k 5.9k 40.61
Chart Industries (GTLS) 0.1 $240k 4.4k 54.08
Transcend Services 0.1 $231k 9.7k 23.72
EXACT Sciences Corporation (EXAS) 0.1 $232k 29k 8.12
Body Central Acquisition Corporation 0.1 $248k 9.9k 24.97
AtriCure (ATRC) 0.1 $259k 23k 11.09
Crocs (CROX) 0.0 $178k 12k 14.83
STAAR Surgical Company (STAA) 0.0 $204k 20k 10.47
Genes (GCO) 0.0 $212k 3.4k 61.84
Titan International (TWI) 0.0 $180k 9.2k 19.50
Cash America International 0.0 $170k 3.6k 46.83
Ez (EZPW) 0.0 $179k 6.8k 26.49
CARBO Ceramics 0.0 $189k 1.5k 123.37
Rosetta Resources 0.0 $181k 4.1k 43.72
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $189k 2.9k 65.04
BJ's Restaurants (BJRI) 0.0 $216k 4.8k 45.38
OraSure Technologies (OSUR) 0.0 $213k 23k 9.14
GeoResources 0.0 $193k 6.6k 29.44
Metropolitan Health Networks 0.0 $199k 27k 7.47
Aspen Technology 0.0 $208k 12k 17.33
Qlik Technologies 0.0 $182k 7.5k 24.22
Endologix 0.0 $199k 17k 11.47
D Fluidigm Corp Del (LAB) 0.0 $175k 13k 13.23
Tangoe 0.0 $214k 14k 15.42
Neoprobe 0.0 $198k 75k 2.63
Globe Specialty Metals 0.0 $168k 13k 13.44
Coherent 0.0 $159k 3.0k 52.54
ZOLL Medical Corporation 0.0 $138k 2.2k 63.65
PolyOne Corporation 0.0 $145k 13k 11.59
Carrizo Oil & Gas 0.0 $161k 6.1k 26.56
OPNET Technologies 0.0 $149k 4.0k 36.94
Trinity Industries (TRN) 0.0 $164k 5.4k 30.11
Cepheid 0.0 $159k 4.6k 34.64
Immersion Corporation (IMMR) 0.0 $149k 29k 5.22
Greenbrier Companies (GBX) 0.0 $155k 6.4k 24.39
Merge Healthcare 0.0 $150k 31k 4.88
MAKO Surgical 0.0 $124k 4.9k 25.41
Bravo Brio Restaurant 0.0 $156k 9.1k 17.18
Vera Bradley (VRA) 0.0 $159k 4.9k 32.30
Sodastream International 0.0 $133k 4.0k 32.97
Tornier Nv 0.0 $163k 9.0k 18.04
Jazz Pharmaceuticals (JAZZ) 0.0 $145k 3.7k 38.89
Neurocrine Biosciences (NBIX) 0.0 $106k 13k 8.41
Global Geophysical Svcs 0.0 $90k 14k 6.69
Shutterfly 0.0 $86k 3.8k 22.56
Krispy Kreme Doughnuts 0.0 $3.0k 498.00 6.02
Arctic Cat 0.0 $3.0k 149.00 20.13
Integrated Silicon Solution 0.0 $3.0k 333.00 9.01
InterNAP Network Services 0.0 $4.0k 654.00 6.12
Maxwell Technologies 0.0 $3.0k 184.00 16.30
Silicon Image 0.0 $3.0k 636.00 4.72
Wabash National Corporation (WNC) 0.0 $4.0k 482.00 8.30
Amerigon Incorporated 0.0 $3.0k 191.00 15.71
Virtusa Corporation 0.0 $4.0k 260.00 15.38
American Railcar Industries 0.0 $4.0k 179.00 22.35
Kenexa Corporation 0.0 $4.0k 160.00 25.00
Titan Machinery (TITN) 0.0 $3.0k 143.00 20.98
Calavo Growers (CVGW) 0.0 $3.0k 127.00 23.62
Graham Corporation (GHM) 0.0 $3.0k 138.00 21.74
Progenics Pharmaceuticals 0.0 $4.0k 483.00 8.28
Ceva (CEVA) 0.0 $3.0k 99.00 30.30
Computer Task 0.0 $4.0k 274.00 14.60
Furmanite Corporation 0.0 $3.0k 457.00 6.56
Silicon Motion Technology (SIMO) 0.0 $5.0k 252.00 19.84
Callidus Software 0.0 $5.0k 732.00 6.83
Dawson Geophysical Company 0.0 $4.0k 86.00 46.51
Mitcham Industries 0.0 $5.0k 238.00 21.01
Einstein Noah Restaurant 0.0 $4.0k 279.00 14.34
TranSwitch Corporation (TXCCQ) 0.0 $4.0k 1.1k 3.56
Ym Biosciences 0.0 $3.0k 2.0k 1.51
CPI Aerostructures (CVU) 0.0 $4.0k 310.00 12.90
Web 0.0 $4.0k 331.00 12.08
Silicom (SILC) 0.0 $3.0k 190.00 15.79
Datalink Corporation 0.0 $5.0k 580.00 8.62
Ada-es 0.0 $5.0k 225.00 22.22
Achillion Pharmaceuticals 0.0 $5.0k 597.00 8.38
Amarin Corporation (AMRN) 0.0 $3.0k 448.00 6.70
Allot Communications (ALLT) 0.0 $4.0k 237.00 16.88
Synergetics USA 0.0 $4.0k 577.00 6.93
8x8 (EGHT) 0.0 $2.0k 703.00 2.84
Manitex International (MNTX) 0.0 $4.0k 867.00 4.61
DUSA Pharmaceuticals 0.0 $3.0k 619.00 4.85
Aegerion Pharmaceuticals 0.0 $4.0k 260.00 15.38
Inhibitex 0.0 $4.0k 340.00 11.76
SPS Commerce (SPSC) 0.0 $5.0k 193.00 25.91
Summer Infant 0.0 $3.0k 472.00 6.36
Winmark Corporation (WINA) 0.0 $3.0k 59.00 50.85
GenMark Diagnostics 0.0 $2.0k 601.00 3.33
OCZ Technology 0.0 $4.0k 553.00 7.23
AuthenTec 0.0 $3.0k 965.00 3.11
Apricus Bioscience 0.0 $3.0k 654.00 4.59
Glu Mobile 0.0 $4.0k 1.2k 3.46
Raptor Pharmaceutical 0.0 $3.0k 458.00 6.55
Clearfield (CLFD) 0.0 $4.0k 505.00 7.92
Mitek Systems (MITK) 0.0 $3.0k 375.00 8.00
Procera Networks 0.0 $4.0k 259.00 15.44
Pernix Therapeutics Holdings 0.0 $3.0k 344.00 8.72
Coffee Holding (JVA) 0.0 $2.0k 190.00 10.53
Neptune Technologies Bioreso 0.0 $3.0k 960.00 3.12
Exfo 0.0 $3.0k 505.00 5.94
Netqin Mobile 0.0 $3.0k 528.00 5.68