Magee Thomson Investment Partners as of March 31, 2013
Portfolio Holdings for Magee Thomson Investment Partners
Magee Thomson Investment Partners holds 135 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 |
|---|---|---|---|---|---|
| Gilead Sciences (GILD) | 4.6 | $19M | 396k | 48.94 | |
| Linkedin Corp | 4.5 | $19M | 108k | 176.06 | |
| MasterCard Incorporated (MA) | 4.2 | $18M | 33k | 541.13 | |
| Actavis | 4.2 | $18M | 193k | 92.11 | |
| Starbucks Corporation (SBUX) | 4.0 | $17M | 299k | 56.95 | |
| 3.9 | $17M | 21k | 794.29 | ||
| Nordstrom (JWN) | 3.6 | $15M | 275k | 55.23 | |
| Las Vegas Sands (LVS) | 3.5 | $15M | 267k | 56.35 | |
| Ultimate Software | 3.5 | $15M | 144k | 104.16 | |
| D.R. Horton (DHI) | 3.5 | $15M | 614k | 24.30 | |
| J.B. Hunt Transport Services (JBHT) | 3.4 | $15M | 195k | 74.48 | |
| Amazon (AMZN) | 3.4 | $15M | 54k | 266.53 | |
| Qualcomm (QCOM) | 3.4 | $14M | 214k | 66.93 | |
| BE Aerospace | 3.4 | $14M | 236k | 60.28 | |
| Hertz Global Holdings | 3.3 | $14M | 632k | 22.26 | |
| FMC Technologies | 3.1 | $13M | 244k | 54.39 | |
| Alliance Data Systems Corporation (BFH) | 3.1 | $13M | 81k | 161.87 | |
| Novo Nordisk A/S (NVO) | 3.1 | $13M | 81k | 161.48 | |
| athenahealth | 3.0 | $13M | 131k | 97.03 | |
| MasTec (MTZ) | 3.0 | $13M | 435k | 29.15 | |
| SBA Communications Corporation | 2.9 | $12M | 172k | 72.00 | |
| Asml Holding (ASML) | 2.8 | $12M | 177k | 67.99 | |
| eBay (EBAY) | 2.8 | $12M | 221k | 54.22 | |
| TransDigm Group Incorporated (TDG) | 2.8 | $12M | 78k | 152.91 | |
| ARM Holdings | 2.7 | $12M | 271k | 42.37 | |
| Alexion Pharmaceuticals | 2.7 | $11M | 124k | 92.13 | |
| Apple (AAPL) | 2.6 | $11M | 25k | 442.58 | |
| Gnc Holdings Inc Cl A | 2.3 | $9.7M | 246k | 39.28 | |
| Cree | 2.1 | $9.0M | 164k | 54.71 | |
| Ocwen Financial Corporation | 1.6 | $6.6M | 174k | 37.93 | |
| Proto Labs (PRLB) | 0.1 | $321k | 6.6k | 48.98 | |
| La-Z-Boy Incorporated (LZB) | 0.1 | $291k | 15k | 18.86 | |
| PAREXEL International Corporation | 0.1 | $282k | 7.1k | 39.50 | |
| On Assignment | 0.1 | $280k | 11k | 25.25 | |
| PolyOne Corporation | 0.1 | $305k | 13k | 24.39 | |
| Conn's (CONN) | 0.1 | $277k | 7.7k | 35.95 | |
| Aspen Technology | 0.1 | $294k | 9.1k | 32.29 | |
| Uni-Pixel | 0.1 | $299k | 9.8k | 30.57 | |
| Ban (TBBK) | 0.1 | $254k | 18k | 13.83 | |
| Eagle Materials (EXP) | 0.1 | $262k | 3.9k | 66.63 | |
| SeaChange International | 0.1 | $260k | 22k | 11.88 | |
| Asbury Automotive (ABG) | 0.1 | $255k | 7.0k | 36.65 | |
| Euronet Worldwide (EEFT) | 0.1 | $244k | 9.3k | 26.30 | |
| Old Dominion Freight Line (ODFL) | 0.1 | $246k | 6.5k | 38.12 | |
| Sourcefire | 0.1 | $242k | 4.1k | 59.24 | |
| HSN | 0.1 | $221k | 4.0k | 54.93 | |
| Ryland | 0.1 | $193k | 4.6k | 41.79 | |
| Silicon Graphics International | 0.1 | $206k | 15k | 13.77 | |
| Cyberonics | 0.1 | $229k | 4.9k | 46.93 | |
| M/I Homes (MHO) | 0.1 | $205k | 8.4k | 24.49 | |
| Chart Industries (GTLS) | 0.1 | $232k | 2.9k | 80.19 | |
| Computer Task | 0.1 | $193k | 9.0k | 21.37 | |
| Builders FirstSource (BLDR) | 0.1 | $196k | 33k | 5.87 | |
| PowerSecure International | 0.1 | $217k | 17k | 12.78 | |
| NCI Building Systems | 0.1 | $191k | 11k | 17.41 | |
| 8x8 (EGHT) | 0.1 | $220k | 32k | 6.85 | |
| D Fluidigm Corp Del (LAB) | 0.1 | $197k | 11k | 18.55 | |
| Cavium | 0.1 | $223k | 5.7k | 38.80 | |
| Acadia Healthcare (ACHC) | 0.1 | $208k | 7.1k | 29.47 | |
| Imperva | 0.1 | $222k | 5.8k | 38.48 | |
| Axiall | 0.1 | $213k | 3.4k | 62.14 | |
| Icon (ICLR) | 0.1 | $226k | 7.0k | 32.35 | |
| InnerWorkings | 0.0 | $184k | 12k | 15.21 | |
| Dorman Products (DORM) | 0.0 | $177k | 4.7k | 37.36 | |
| OSI Systems (OSIS) | 0.0 | $158k | 2.5k | 62.70 | |
| Applied Micro Circuits Corporation | 0.0 | $163k | 22k | 7.46 | |
| Ixia | 0.0 | $173k | 8.0k | 21.72 | |
| Aruba Networks | 0.0 | $173k | 7.0k | 24.87 | |
| AZZ Incorporated (AZZ) | 0.0 | $185k | 3.8k | 48.28 | |
| BofI Holding | 0.0 | $178k | 5.0k | 35.96 | |
| Ada-es | 0.0 | $149k | 5.6k | 26.57 | |
| Endologix | 0.0 | $185k | 11k | 16.20 | |
| GenMark Diagnostics | 0.0 | $170k | 13k | 12.97 | |
| Bonanza Creek Energy | 0.0 | $176k | 4.5k | 38.78 | |
| Infoblox | 0.0 | $171k | 7.9k | 21.74 | |
| Wageworks | 0.0 | $182k | 7.2k | 25.19 | |
| Thor Industries (THO) | 0.0 | $138k | 3.7k | 37.00 | |
| BioScrip | 0.0 | $133k | 10k | 12.81 | |
| Akorn | 0.0 | $116k | 8.5k | 13.68 | |
| SurModics (SRDX) | 0.0 | $146k | 5.3k | 27.32 | |
| EXACT Sciences Corporation (EXAS) | 0.0 | $116k | 12k | 9.73 | |
| Neonode | 0.0 | $106k | 19k | 5.73 | |
| Jazz Pharmaceuticals (JAZZ) | 0.0 | $118k | 2.1k | 55.58 | |
| Nationstar Mortgage | 0.0 | $139k | 3.7k | 37.27 | |
| Altisource Portfolio Solns S reg (ASPS) | 0.0 | $100k | 1.4k | 69.35 | |
| Novadaq Technologies | 0.0 | $96k | 9.7k | 9.89 | |
| EMCORE Corporation | 0.0 | $7.0k | 1.3k | 5.32 | |
| Meru Networks | 0.0 | $7.0k | 965.00 | 7.25 | |
| Franklin Covey (FC) | 0.0 | $6.0k | 410.00 | 14.63 | |
| Big 5 Sporting Goods Corporation (BGFV) | 0.0 | $7.0k | 470.00 | 14.89 | |
| American Vanguard (AVD) | 0.0 | $5.0k | 160.00 | 31.25 | |
| InterNAP Network Services | 0.0 | $5.0k | 523.00 | 9.56 | |
| Apogee Enterprises (APOG) | 0.0 | $9.0k | 308.00 | 29.22 | |
| American Railcar Industries | 0.0 | $5.0k | 121.00 | 41.32 | |
| Landec Corporation (LFCR) | 0.0 | $8.0k | 542.00 | 14.76 | |
| Repligen Corporation (RGEN) | 0.0 | $7.0k | 1.0k | 6.97 | |
| Dyax | 0.0 | $8.0k | 1.8k | 4.36 | |
| Insteel Industries (IIIN) | 0.0 | $7.0k | 395.00 | 17.72 | |
| PDF Solutions (PDFS) | 0.0 | $7.0k | 380.00 | 18.42 | |
| CalAmp | 0.0 | $7.0k | 621.00 | 11.27 | |
| Cray | 0.0 | $9.0k | 402.00 | 22.39 | |
| Myr (MYRG) | 0.0 | $7.0k | 281.00 | 24.91 | |
| PGT | 0.0 | $9.0k | 1.2k | 7.25 | |
| Rentrak Corporation | 0.0 | $6.0k | 267.00 | 22.47 | |
| Lionbridge Technologies | 0.0 | $5.0k | 1.2k | 4.15 | |
| Web | 0.0 | $5.0k | 293.00 | 17.06 | |
| inContact, Inc . | 0.0 | $7.0k | 794.00 | 8.82 | |
| Supportsoft | 0.0 | $5.0k | 1.1k | 4.48 | |
| Achillion Pharmaceuticals | 0.0 | $7.0k | 733.00 | 9.55 | |
| Amarin Corporation (AMRN) | 0.0 | $4.0k | 538.00 | 7.43 | |
| AdCare Health Systems | 0.0 | $7.0k | 1.6k | 4.50 | |
| Manitex International (MNTX) | 0.0 | $9.0k | 744.00 | 12.10 | |
| Echo Global Logistics | 0.0 | $7.0k | 279.00 | 25.09 | |
| Aegerion Pharmaceuticals | 0.0 | $10k | 255.00 | 39.22 | |
| Mindspeed Technologies | 0.0 | $4.0k | 1.4k | 2.95 | |
| SPS Commerce (SPSC) | 0.0 | $7.0k | 165.00 | 42.42 | |
| Noah Holdings (NOAH) | 0.0 | $4.0k | 584.00 | 6.85 | |
| Reis | 0.0 | $5.0k | 358.00 | 13.97 | |
| Tearlab Corp | 0.0 | $10k | 1.4k | 7.28 | |
| Numerex | 0.0 | $3.0k | 283.00 | 10.60 | |
| Market Leader | 0.0 | $8.0k | 871.00 | 9.18 | |
| Raptor Pharmaceutical | 0.0 | $5.0k | 886.00 | 5.64 | |
| MiMedx (MDXG) | 0.0 | $8.0k | 1.5k | 5.21 | |
| ChipMOS Technology Bermuda | 0.0 | $5.0k | 411.00 | 12.17 | |
| Magnachip Semiconductor Corp (MX) | 0.0 | $7.0k | 403.00 | 17.37 | |
| Medley Capital Corporation | 0.0 | $4.0k | 271.00 | 14.76 | |
| Fidus Invt (FDUS) | 0.0 | $4.0k | 227.00 | 17.62 | |
| Newlink Genetics Corporation | 0.0 | $4.0k | 349.00 | 11.46 | |
| 2060000 Power Solutions International (PSIX) | 0.0 | $5.0k | 211.00 | 23.70 | |
| Proofpoint | 0.0 | $9.0k | 549.00 | 16.39 | |
| Peregrine Semiconductor | 0.0 | $3.0k | 311.00 | 9.65 | |
| Natural Grocers By Vitamin C (NGVC) | 0.0 | $5.0k | 220.00 | 22.73 | |
| Performant Finl (PFMT) | 0.0 | $7.0k | 600.00 | 11.67 | |
| Chembio Diagnostics | 0.0 | $5.0k | 1.0k | 4.89 | |
| Exone | 0.0 | $7.0k | 214.00 | 32.71 |
