Magee Thomson Investment Partners as of Sept. 30, 2013
Portfolio Holdings for Magee Thomson Investment Partners
Magee Thomson Investment Partners holds 140 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gilead Sciences (GILD) | 4.8 | $24M | 379k | 62.87 | |
| Actavis | 4.7 | $23M | 161k | 144.00 | |
| Starbucks Corporation (SBUX) | 4.5 | $22M | 288k | 76.97 | |
| MasterCard Incorporated (MA) | 4.3 | $21M | 32k | 672.77 | |
| Ultimate Software | 4.1 | $21M | 140k | 147.39 | |
| Alexion Pharmaceuticals | 4.1 | $20M | 174k | 116.16 | |
| Linkedin Corp | 4.1 | $20M | 82k | 246.06 | |
| BE Aerospace | 3.9 | $19M | 261k | 73.82 | |
| 3.6 | $18M | 20k | 875.99 | ||
| Las Vegas Sands (LVS) | 3.5 | $17M | 258k | 66.43 | |
| Asml Holding (ASML) | 3.4 | $17M | 171k | 98.76 | |
| Alliance Data Systems Corporation (BFH) | 3.4 | $17M | 79k | 211.48 | |
| Amazon (AMZN) | 3.3 | $16M | 53k | 312.62 | |
| Ocwen Financial Corporation | 3.1 | $16M | 280k | 55.77 | |
| Chart Industries (GTLS) | 3.1 | $16M | 127k | 123.05 | |
| CoStar (CSGP) | 3.0 | $15M | 90k | 167.90 | |
| Facebook Inc cl a (META) | 3.0 | $15M | 302k | 50.23 | |
| Gnc Holdings Inc Cl A | 2.9 | $15M | 267k | 54.63 | |
| J.B. Hunt Transport Services (JBHT) | 2.8 | $14M | 188k | 72.93 | |
| athenahealth | 2.8 | $14M | 126k | 108.58 | |
| stock | 2.8 | $14M | 229k | 60.04 | |
| Hertz Global Holdings | 2.7 | $14M | 613k | 22.16 | |
| SBA Communications Corporation | 2.7 | $13M | 166k | 80.45 | |
| FMC Technologies | 2.6 | $13M | 236k | 55.42 | |
| NPS Pharmaceuticals | 2.6 | $13M | 409k | 31.81 | |
| Regeneron Pharmaceuticals (REGN) | 2.6 | $13M | 41k | 312.84 | |
| Servicenow (NOW) | 2.5 | $13M | 243k | 51.95 | |
| eBay (EBAY) | 2.4 | $12M | 213k | 55.80 | |
| TransDigm Group Incorporated (TDG) | 2.1 | $11M | 76k | 138.71 | |
| Cree | 1.9 | $9.5M | 157k | 60.20 | |
| Methode Electronics (MEI) | 0.1 | $427k | 15k | 28.01 | |
| Proto Labs (PRLB) | 0.1 | $394k | 5.2k | 76.48 | |
| Asbury Automotive (ABG) | 0.1 | $370k | 7.0k | 53.18 | |
| Acadia Healthcare (ACHC) | 0.1 | $325k | 8.3k | 39.31 | |
| La-Z-Boy Incorporated (LZB) | 0.1 | $306k | 14k | 22.65 | |
| PAREXEL International Corporation | 0.1 | $298k | 5.9k | 50.09 | |
| Ban (TBBK) | 0.1 | $321k | 18k | 17.72 | |
| Eagle Materials (EXP) | 0.1 | $285k | 3.9k | 72.48 | |
| PolyOne Corporation | 0.1 | $306k | 10k | 30.66 | |
| Silicon Graphics International | 0.1 | $284k | 18k | 16.15 | |
| Euronet Worldwide (EEFT) | 0.1 | $321k | 8.1k | 39.80 | |
| Old Dominion Freight Line (ODFL) | 0.1 | $296k | 6.5k | 45.87 | |
| Aspen Technology | 0.1 | $275k | 8.0k | 34.52 | |
| BofI Holding | 0.1 | $287k | 4.4k | 64.68 | |
| 8x8 (EGHT) | 0.1 | $320k | 32k | 10.06 | |
| Financial Engines | 0.1 | $318k | 5.4k | 59.27 | |
| Infoblox | 0.1 | $299k | 7.2k | 41.77 | |
| Wageworks | 0.1 | $285k | 5.7k | 50.18 | |
| Icon (ICLR) | 0.1 | $286k | 7.0k | 40.93 | |
| Thor Industries (THO) | 0.1 | $257k | 4.4k | 57.94 | |
| SeaChange International | 0.1 | $250k | 22k | 11.48 | |
| On Assignment | 0.1 | $229k | 6.9k | 33.00 | |
| Cyberonics | 0.1 | $248k | 4.9k | 50.82 | |
| Dorman Products (DORM) | 0.1 | $235k | 4.7k | 49.60 | |
| PowerSecure International | 0.1 | $269k | 17k | 16.03 | |
| CalAmp | 0.1 | $225k | 13k | 17.61 | |
| Novadaq Technologies | 0.1 | $267k | 16k | 16.54 | |
| Tearlab Corp | 0.1 | $241k | 22k | 11.06 | |
| Imperva | 0.1 | $242k | 5.8k | 41.95 | |
| Nationstar Mortgage | 0.1 | $255k | 4.5k | 56.20 | |
| Regional Management (RM) | 0.1 | $253k | 8.0k | 31.76 | |
| Ryland | 0.0 | $188k | 4.6k | 40.71 | |
| FormFactor (FORM) | 0.0 | $187k | 27k | 6.84 | |
| MasTec (MTZ) | 0.0 | $214k | 7.1k | 30.32 | |
| Astronics Corporation (ATRO) | 0.0 | $218k | 4.4k | 49.70 | |
| Builders FirstSource (BLDR) | 0.0 | $193k | 33k | 5.87 | |
| Endologix | 0.0 | $185k | 11k | 16.20 | |
| Reis | 0.0 | $218k | 13k | 16.22 | |
| Pacira Pharmaceuticals (PCRX) | 0.0 | $188k | 3.9k | 48.30 | |
| Move | 0.0 | $182k | 11k | 17.11 | |
| Jazz Pharmaceuticals (JAZZ) | 0.0 | $188k | 2.0k | 92.34 | |
| Bonanza Creek Energy | 0.0 | $219k | 4.5k | 48.26 | |
| Himax Technologies (HIMX) | 0.0 | $161k | 16k | 10.04 | |
| Integrated Device Technology | 0.0 | $144k | 15k | 9.46 | |
| Exar Corporation | 0.0 | $136k | 10k | 13.49 | |
| Akorn | 0.0 | $169k | 8.6k | 19.74 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $131k | 2.0k | 66.63 | |
| Santarus | 0.0 | $138k | 6.1k | 22.81 | |
| Baltic Trading | 0.0 | $140k | 28k | 4.93 | |
| Spirit Airlines (SAVE) | 0.0 | $134k | 3.9k | 34.52 | |
| Epam Systems (EPAM) | 0.0 | $154k | 4.4k | 34.72 | |
| Amira Nature Foods | 0.0 | $146k | 11k | 12.89 | |
| Lifelock | 0.0 | $152k | 10k | 14.93 | |
| Advanced Emissions (ARQ) | 0.0 | $141k | 3.3k | 43.03 | |
| Cellular Dynamics Internatio | 0.0 | $147k | 7.9k | 18.59 | |
| Celldex Therapeutics | 0.0 | $75k | 2.1k | 34.92 | |
| Insmed (INSM) | 0.0 | $84k | 5.4k | 15.65 | |
| MannKind Corporation | 0.0 | $60k | 11k | 5.67 | |
| Sucampo Pharmaceuticals | 0.0 | $74k | 12k | 6.17 | |
| Ligand Pharmaceuticals In (LGND) | 0.0 | $65k | 1.5k | 42.99 | |
| XOMA CORP Common equity shares | 0.0 | $61k | 14k | 4.49 | |
| EMCORE Corporation | 0.0 | $9.0k | 1.9k | 4.66 | |
| Franklin Covey (FC) | 0.0 | $9.0k | 465.00 | 19.35 | |
| Apogee Enterprises (APOG) | 0.0 | $8.0k | 262.00 | 30.53 | |
| M/I Homes (MHO) | 0.0 | $6.0k | 255.00 | 23.53 | |
| Capstone Turbine Corporation | 0.0 | $6.0k | 4.8k | 1.25 | |
| Landec Corporation (LFCR) | 0.0 | $6.0k | 461.00 | 13.02 | |
| Repligen Corporation (RGEN) | 0.0 | $6.0k | 468.00 | 12.82 | |
| Stoneridge (SRI) | 0.0 | $4.0k | 334.00 | 11.98 | |
| Dyax | 0.0 | $9.0k | 1.3k | 6.81 | |
| Insteel Industries (IIIN) | 0.0 | $6.0k | 321.00 | 18.69 | |
| PDF Solutions (PDFS) | 0.0 | $9.0k | 425.00 | 21.18 | |
| Providence Service Corporation | 0.0 | $6.0k | 192.00 | 31.25 | |
| Axcelis Technologies | 0.0 | $9.0k | 4.2k | 2.12 | |
| Cray | 0.0 | $4.0k | 168.00 | 23.81 | |
| PGT | 0.0 | $4.0k | 477.00 | 8.39 | |
| Rentrak Corporation | 0.0 | $10k | 306.00 | 32.68 | |
| Camtek (CAMT) | 0.0 | $4.0k | 2.4k | 1.69 | |
| Web | 0.0 | $5.0k | 158.00 | 31.65 | |
| inContact, Inc . | 0.0 | $4.0k | 556.00 | 7.19 | |
| Amarin Corporation (AMRN) | 0.0 | $6.0k | 847.00 | 7.08 | |
| Motorcar Parts of America (MPAA) | 0.0 | $13k | 951.00 | 13.67 | |
| Manitex International (MNTX) | 0.0 | $6.0k | 522.00 | 11.49 | |
| Kandi Technolgies (KNDI) | 0.0 | $4.0k | 610.00 | 6.56 | |
| Aegerion Pharmaceuticals | 0.0 | $4.0k | 49.00 | 81.63 | |
| SPS Commerce (SPSC) | 0.0 | $6.0k | 81.00 | 74.07 | |
| Pure Cycle Corporation (PCYO) | 0.0 | $4.0k | 711.00 | 5.63 | |
| Adept Technology | 0.0 | $8.0k | 1.0k | 7.92 | |
| Gain Capital Holdings | 0.0 | $6.0k | 522.00 | 11.49 | |
| Park City (TRAK) | 0.0 | $9.0k | 1.0k | 9.00 | |
| Uni-Pixel | 0.0 | $6.0k | 386.00 | 15.54 | |
| Raptor Pharmaceutical | 0.0 | $6.0k | 346.00 | 17.34 | |
| Sapiens Intl Corp N V | 0.0 | $6.0k | 1.0k | 5.83 | |
| S&W Seed Company (SANW) | 0.0 | $6.0k | 673.00 | 8.92 | |
| ChipMOS Technology Bermuda | 0.0 | $4.0k | 235.00 | 17.02 | |
| eGain Communications Corporation (EGAN) | 0.0 | $9.0k | 603.00 | 14.93 | |
| Magnachip Semiconductor Corp (MX) | 0.0 | $9.0k | 389.00 | 23.14 | |
| Netqin Mobile | 0.0 | $9.0k | 376.00 | 23.94 | |
| Gsv Cap Corp | 0.0 | $6.0k | 422.00 | 14.22 | |
| Neonode | 0.0 | $6.0k | 940.00 | 6.38 | |
| 2060000 Power Solutions International (PSIX) | 0.0 | $9.0k | 152.00 | 59.21 | |
| Proofpoint | 0.0 | $9.0k | 272.00 | 33.09 | |
| Natural Grocers By Vitamin C (NGVC) | 0.0 | $6.0k | 159.00 | 37.74 | |
| United Ins Hldgs (ACIC) | 0.0 | $9.0k | 1.0k | 8.81 | |
| HEALTH INSURANCE Common equity Innovations shares | 0.0 | $4.0k | 320.00 | 12.50 | |
| Gigamon | 0.0 | $4.0k | 124.00 | 32.26 | |
| Cancer Genetics | 0.0 | $13k | 656.00 | 19.82 | |
| Ptc Therapeutics I (PTCT) | 0.0 | $6.0k | 287.00 | 20.91 | |
| Luxoft Holding Inc cmn | 0.0 | $8.0k | 287.00 | 27.87 | |
| Xg Technology | 0.0 | $4.0k | 911.00 | 4.39 |
