Magee Thomson Investment Partners as of March 31, 2012
Portfolio Holdings for Magee Thomson Investment Partners
Magee Thomson Investment Partners holds 127 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 8.7 | $47M | 78k | 599.55 | |
| MasterCard Incorporated (MA) | 6.7 | $36M | 86k | 420.52 | |
| O'reilly Automotive (ORLY) | 6.3 | $34M | 370k | 91.35 | |
| Alexion Pharmaceuticals | 4.4 | $24M | 256k | 92.85 | |
| Starbucks Corporation (SBUX) | 4.3 | $23M | 413k | 55.89 | |
| EMC Corporation | 4.1 | $22M | 742k | 29.88 | |
| Dollar Tree (DLTR) | 4.1 | $22M | 234k | 94.49 | |
| TransDigm Group Incorporated (TDG) | 4.0 | $22M | 187k | 115.76 | |
| Cummins (CMI) | 3.8 | $21M | 172k | 120.04 | |
| Fossil | 3.8 | $20M | 154k | 131.98 | |
| Caterpillar (CAT) | 3.5 | $19M | 178k | 106.52 | |
| Nordstrom (JWN) | 3.5 | $19M | 337k | 55.72 | |
| Las Vegas Sands (LVS) | 3.4 | $18M | 318k | 57.57 | |
| Concho Resources | 3.3 | $18M | 174k | 102.08 | |
| TJX Companies (TJX) | 3.2 | $17M | 436k | 39.71 | |
| Precision Castparts | 3.2 | $17M | 99k | 172.90 | |
| Chipotle Mexican Grill (CMG) | 3.1 | $17M | 40k | 418.02 | |
| Alliance Data Systems Corporation (BFH) | 3.1 | $17M | 132k | 125.96 | |
| Directv | 3.0 | $16M | 328k | 49.34 | |
| FMC Technologies | 2.9 | $16M | 313k | 50.42 | |
| Watson Pharmaceuticals | 2.9 | $16M | 232k | 67.06 | |
| Amazon (AMZN) | 2.8 | $15M | 75k | 202.52 | |
| Waters Corporation (WAT) | 2.8 | $15M | 160k | 92.68 | |
| Citrix Systems | 2.5 | $13M | 167k | 78.90 | |
| Rockwell Automation (ROK) | 2.3 | $13M | 158k | 79.69 | |
| Finisar Corporation | 2.0 | $11M | 538k | 20.15 | |
| Tractor Supply Company (TSCO) | 0.1 | $336k | 3.7k | 90.37 | |
| Chart Industries (GTLS) | 0.1 | $325k | 4.4k | 73.23 | |
| Sourcefire | 0.1 | $317k | 6.6k | 47.98 | |
| Altisource Portfolio Solns S reg (ASPS) | 0.1 | $263k | 4.3k | 60.60 | |
| Genes (GCO) | 0.1 | $246k | 3.4k | 71.76 | |
| OSI Systems (OSIS) | 0.1 | $243k | 4.0k | 61.22 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $270k | 2.9k | 92.91 | |
| Old Dominion Freight Line (ODFL) | 0.1 | $279k | 5.9k | 47.61 | |
| OraSure Technologies (OSUR) | 0.1 | $268k | 23k | 11.51 | |
| GeoResources | 0.1 | $280k | 8.6k | 32.66 | |
| Metropolitan Health Networks | 0.1 | $251k | 27k | 9.38 | |
| Aspen Technology | 0.1 | $246k | 12k | 20.50 | |
| Body Central Acquisition Corporation | 0.1 | $250k | 8.6k | 29.06 | |
| Endologix | 0.1 | $254k | 17k | 14.64 | |
| Tangoe | 0.1 | $260k | 14k | 18.80 | |
| Ubiquiti Networks | 0.1 | $277k | 8.8k | 31.64 | |
| La-Z-Boy Incorporated (LZB) | 0.0 | $231k | 15k | 14.97 | |
| STAAR Surgical Company (STAA) | 0.0 | $212k | 20k | 10.88 | |
| InnerWorkings | 0.0 | $226k | 19k | 11.67 | |
| Titan International (TWI) | 0.0 | $218k | 9.2k | 23.61 | |
| Affymax (AFFY) | 0.0 | $230k | 20k | 11.72 | |
| Asbury Automotive (ABG) | 0.0 | $232k | 8.6k | 27.06 | |
| Ariba | 0.0 | $198k | 6.1k | 32.73 | |
| Rosetta Resources | 0.0 | $202k | 4.1k | 48.79 | |
| Trinity Industries (TRN) | 0.0 | $213k | 6.5k | 33.00 | |
| Akorn | 0.0 | $236k | 20k | 11.68 | |
| Cepheid | 0.0 | $192k | 4.6k | 41.83 | |
| Imax Corp Cad (IMAX) | 0.0 | $220k | 9.0k | 24.51 | |
| Builders FirstSource (BLDR) | 0.0 | $232k | 55k | 4.24 | |
| Callidus Software | 0.0 | $232k | 30k | 7.81 | |
| Westport Innovations | 0.0 | $200k | 4.9k | 40.90 | |
| Cardtronics | 0.0 | $220k | 8.4k | 26.23 | |
| MAKO Surgical | 0.0 | $206k | 4.9k | 42.21 | |
| Ada-es | 0.0 | $217k | 9.0k | 24.24 | |
| EXACT Sciences Corporation (EXAS) | 0.0 | $228k | 21k | 11.15 | |
| 8x8 (EGHT) | 0.0 | $213k | 51k | 4.20 | |
| D Fluidigm Corp Del (LAB) | 0.0 | $207k | 13k | 15.72 | |
| Mattress Firm Holding | 0.0 | $229k | 6.1k | 37.85 | |
| Coherent | 0.0 | $177k | 3.0k | 58.49 | |
| Maxwell Technologies | 0.0 | $171k | 9.3k | 18.42 | |
| Ez (EZPW) | 0.0 | $181k | 5.5k | 32.64 | |
| PolyOne Corporation | 0.0 | $181k | 13k | 14.47 | |
| Carrizo Oil & Gas | 0.0 | $172k | 6.1k | 28.37 | |
| BJ's Restaurants (BJRI) | 0.0 | $173k | 3.4k | 50.47 | |
| Merge Healthcare | 0.0 | $158k | 27k | 5.86 | |
| Global Geophysical Svcs | 0.0 | $187k | 18k | 10.63 | |
| Qlik Technologies | 0.0 | $176k | 5.5k | 32.02 | |
| AtriCure (ATRC) | 0.0 | $160k | 16k | 9.94 | |
| Jazz Pharmaceuticals (JAZZ) | 0.0 | $181k | 3.7k | 48.55 | |
| Neoprobe | 0.0 | $185k | 56k | 3.29 | |
| Greenbrier Companies (GBX) | 0.0 | $127k | 6.4k | 19.99 | |
| Arctic Cat | 0.0 | $4.0k | 102.00 | 39.22 | |
| American Vanguard (AVD) | 0.0 | $7.0k | 293.00 | 23.89 | |
| Integrated Silicon Solution | 0.0 | $5.0k | 458.00 | 10.92 | |
| InterNAP Network Services | 0.0 | $5.0k | 654.00 | 7.65 | |
| Silicon Image | 0.0 | $4.0k | 636.00 | 6.29 | |
| Wabash National Corporation (WNC) | 0.0 | $5.0k | 544.00 | 9.19 | |
| Amerigon Incorporated | 0.0 | $5.0k | 295.00 | 16.95 | |
| Virtusa Corporation | 0.0 | $5.0k | 260.00 | 19.23 | |
| American Railcar Industries | 0.0 | $4.0k | 145.00 | 27.59 | |
| Kenexa Corporation | 0.0 | $5.0k | 160.00 | 31.25 | |
| Titan Machinery (TITN) | 0.0 | $4.0k | 143.00 | 27.97 | |
| Calavo Growers (CVGW) | 0.0 | $4.0k | 146.00 | 27.40 | |
| Progenics Pharmaceuticals | 0.0 | $5.0k | 483.00 | 10.35 | |
| Computer Task | 0.0 | $5.0k | 313.00 | 15.97 | |
| Silicon Motion Technology (SIMO) | 0.0 | $4.0k | 217.00 | 18.43 | |
| Mitcham Industries | 0.0 | $5.0k | 202.00 | 24.75 | |
| Cray | 0.0 | $5.0k | 656.00 | 7.62 | |
| Solta Medical | 0.0 | $4.0k | 1.4k | 2.87 | |
| TGC Industries | 0.0 | $4.0k | 379.00 | 10.55 | |
| TranSwitch Corporation (TXCCQ) | 0.0 | $4.0k | 1.5k | 2.66 | |
| Vista Gold (VGZ) | 0.0 | $3.0k | 1.1k | 2.78 | |
| Ym Biosciences | 0.0 | $3.0k | 1.8k | 1.70 | |
| CPI Aerostructures (CVU) | 0.0 | $4.0k | 241.00 | 16.60 | |
| Web | 0.0 | $5.0k | 344.00 | 14.53 | |
| inContact, Inc . | 0.0 | $4.0k | 689.00 | 5.81 | |
| Datalink Corporation | 0.0 | $5.0k | 560.00 | 8.93 | |
| Achillion Pharmaceuticals | 0.0 | $4.0k | 403.00 | 9.93 | |
| Amarin Corporation (AMRN) | 0.0 | $6.0k | 534.00 | 11.24 | |
| Allot Communications (ALLT) | 0.0 | $5.0k | 237.00 | 21.10 | |
| Synergetics USA | 0.0 | $4.0k | 577.00 | 6.93 | |
| FSI International | 0.0 | $5.0k | 1.1k | 4.37 | |
| Manitex International (MNTX) | 0.0 | $6.0k | 818.00 | 7.33 | |
| DUSA Pharmaceuticals | 0.0 | $5.0k | 726.00 | 6.89 | |
| Aegerion Pharmaceuticals | 0.0 | $4.0k | 260.00 | 15.38 | |
| SPS Commerce (SPSC) | 0.0 | $4.0k | 146.00 | 27.40 | |
| Winmark Corporation (WINA) | 0.0 | $4.0k | 70.00 | 57.14 | |
| OCZ Technology | 0.0 | $5.0k | 698.00 | 7.16 | |
| AuthenTec | 0.0 | $3.0k | 965.00 | 3.11 | |
| Tearlab Corp | 0.0 | $7.0k | 2.1k | 3.37 | |
| Glu Mobile | 0.0 | $5.0k | 1.0k | 4.87 | |
| Raptor Pharmaceutical | 0.0 | $4.0k | 651.00 | 6.14 | |
| Mitek Systems (MITK) | 0.0 | $5.0k | 406.00 | 12.32 | |
| Procera Networks | 0.0 | $5.0k | 235.00 | 21.28 | |
| Pernix Therapeutics Holdings | 0.0 | $3.0k | 344.00 | 8.72 | |
| ChipMOS Technology Bermuda | 0.0 | $5.0k | 255.00 | 19.61 | |
| Coffee Holding (JVA) | 0.0 | $3.0k | 289.00 | 10.38 | |
| Neptune Technologies Bioreso | 0.0 | $4.0k | 1.2k | 3.36 | |
| Netqin Mobile | 0.0 | $5.0k | 529.00 | 9.45 | |
| Mattersight Corp | 0.0 | $4.0k | 469.00 | 8.53 | |
| Magicjack Vocaltec | 0.0 | $4.0k | 168.00 | 23.81 |
