Magee Thomson Investment Partners

Magee Thomson Investment Partners as of Sept. 30, 2014

Portfolio Holdings for Magee Thomson Investment Partners

Magee Thomson Investment Partners holds 145 positions in its portfolio as reported in the September 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Gilead Sciences (GILD) 7.2 $29M 273k 106.45
Facebook Inc cl a (META) 5.1 $21M 264k 79.04
Actavis 4.4 $18M 75k 241.30
Google 4.3 $17M 30k 588.42
SBA Communications Corporation 4.0 $16M 148k 110.90
Spirit Airlines (SAVE) 3.9 $16M 230k 69.13
Palo Alto Networks (PANW) 3.6 $15M 150k 98.10
Ultimate Software 3.6 $15M 104k 141.52
Regeneron Pharmaceuticals (REGN) 3.5 $14M 40k 360.51
Servicenow (NOW) 3.4 $14M 235k 58.77
Linkedin Corp 3.3 $14M 65k 207.79
Halliburton Company (HAL) 3.3 $13M 206k 64.51
Alexion Pharmaceuticals 3.2 $13M 77k 165.81
priceline.com Incorporated 3.1 $13M 11k 1158.39
Amazon (AMZN) 3.1 $13M 39k 322.46
Skyworks Solutions (SWKS) 3.0 $12M 211k 58.05
Pacira Pharmaceuticals (PCRX) 3.0 $12M 126k 96.92
Jazz Pharmaceuticals (JAZZ) 3.0 $12M 75k 160.56
Hertz Global Holdings 2.8 $12M 454k 25.39
Cavium 2.8 $11M 224k 49.73
BE Aerospace 2.7 $11M 132k 83.95
Tesla Motors (TSLA) 2.7 $11M 45k 242.69
Under Armour (UAA) 2.6 $11M 154k 69.10
Nxp Semiconductors N V (NXPI) 2.5 $9.9M 145k 68.43
Bonanza Creek Energy 2.4 $9.8M 172k 56.90
MasterCard Incorporated (MA) 2.3 $9.4M 127k 73.92
stock (SPLK) 2.3 $9.4M 170k 55.36
Asml Holding (ASML) 2.0 $8.2M 83k 98.82
Insulet Corporation (PODD) 1.9 $7.9M 214k 36.85
WebMD Health 1.8 $7.3M 174k 41.81
Old Dominion Freight Line (ODFL) 0.1 $456k 6.5k 70.66
Eagle Materials (EXP) 0.1 $401k 3.9k 101.98
RF Micro Devices 0.1 $342k 30k 11.50
Reis 0.1 $308k 13k 23.52
Move 0.1 $306k 15k 20.91
Us Silica Hldgs (SLCA) 0.1 $340k 5.4k 62.47
Akorn 0.1 $299k 8.3k 36.17
FormFactor (FORM) 0.1 $266k 37k 7.14
C&j Energy Services 0.1 $265k 8.7k 30.57
Acadia Healthcare (ACHC) 0.1 $300k 6.2k 48.39
Burlington Stores (BURL) 0.1 $273k 6.9k 39.81
Integrated Device Technology 0.1 $243k 15k 15.96
Thor Industries (THO) 0.1 $229k 4.4k 51.62
PolyOne Corporation 0.1 $255k 7.2k 35.63
H&E Equipment Services (HEES) 0.1 $252k 6.3k 40.31
IGI Laboratories 0.1 $246k 26k 9.31
ARC GROUP Worldwide (RMTO) 0.1 $225k 14k 15.73
Ambarella (AMBA) 0.1 $231k 5.3k 43.66
Icon (ICLR) 0.1 $225k 3.9k 57.21
Methode Electronics (MEI) 0.1 $208k 5.6k 37.04
Astronics Corporation (ATRO) 0.1 $209k 4.4k 47.65
CalAmp (CAMP) 0.1 $208k 12k 17.63
BofI Holding 0.1 $184k 2.5k 73.02
Rentrak Corporation 0.1 $223k 3.7k 60.86
Orbcomm 0.1 $188k 33k 5.76
EXACT Sciences Corporation (EXAS) 0.1 $188k 9.7k 19.42
Novadaq Technologies 0.1 $204k 16k 12.68
Global Eagle Acquisition Cor 0.1 $201k 18k 11.23
Proto Labs (PRLB) 0.1 $221k 3.2k 68.91
Epam Systems (EPAM) 0.1 $203k 4.6k 43.78
4068594 Enphase Energy (ENPH) 0.1 $186k 12k 15.00
Wageworks 0.1 $191k 4.2k 45.65
Lifelock 0.1 $216k 15k 14.28
Applied Optoelectronics (AAOI) 0.1 $218k 14k 16.16
La-Z-Boy Incorporated (LZB) 0.0 $172k 8.6k 19.89
Electronics For Imaging 0.0 $152k 3.4k 44.35
Saia (SAIA) 0.0 $156k 3.1k 49.92
Canadian Solar (CSIQ) 0.0 $153k 4.2k 36.05
Skechers USA (SKX) 0.0 $146k 2.7k 53.64
Builders FirstSource (BLDR) 0.0 $175k 32k 5.46
Spansion 0.0 $145k 6.3k 22.97
Ligand Pharmaceuticals In (LGND) 0.0 $162k 3.4k 47.27
TechTarget (TTGT) 0.0 $152k 18k 8.58
General Finance Corporation 0.0 $143k 16k 8.92
Synergy Res Corp 0.0 $145k 12k 12.29
Cui Global 0.0 $177k 24k 7.27
Marketo 0.0 $149k 4.6k 32.41
Zoe's Kitchen 0.0 $144k 4.6k 31.24
Mobile Mini 0.0 $105k 3.0k 34.72
Novavax 0.0 $128k 30k 4.20
Carmike Cinemas 0.0 $128k 4.1k 30.97
Abraxas Petroleum 0.0 $133k 25k 5.32
Envestnet (ENV) 0.0 $137k 3.0k 45.30
Sequans Communications Adr adr usd.02 0.0 $128k 65k 1.98
Smart Balance 0.0 $126k 9.3k 13.59
Advanced Emissions (ADES) 0.0 $141k 6.6k 21.40
Textura 0.0 $132k 5.0k 26.67
Keryx Biopharmaceuticals 0.0 $96k 7.1k 13.60
Flamel Technologies 0.0 $77k 5.5k 14.11
Durata Therapeutics 0.0 $63k 5.0k 12.54
Gw Pharmaceuticals Plc ads 0.0 $66k 826.00 79.90
Nanostring Technologies (NSTG) 0.0 $89k 8.2k 10.90
Idera Pharmaceuticals 0.0 $33k 15k 2.27
Celldex Therapeutics 0.0 $28k 2.1k 13.04
XOMA CORP Common equity shares 0.0 $56k 13k 4.23
Cti Biopharma 0.0 $51k 22k 2.37
PetroQuest Energy 0.0 $4.0k 634.00 6.31
Apogee Enterprises (APOG) 0.0 $9.0k 213.00 42.25
Natural Gas Services (NGS) 0.0 $4.0k 177.00 22.60
Enzo Biochem (ENZ) 0.0 $9.0k 1.8k 4.89
Insteel Industries (IIIN) 0.0 $5.0k 303.00 16.50
NN (NNBR) 0.0 $7.0k 245.00 28.57
Cascade Microtech 0.0 $5.0k 470.00 10.64
Baltic Trading 0.0 $4.0k 758.00 5.28
Camtek (CAMT) 0.0 $5.0k 1.3k 3.99
PFSweb 0.0 $7.0k 606.00 11.55
Pixelworks (PXLW) 0.0 $4.0k 559.00 7.16
Quality Distribution 0.0 $8.0k 576.00 13.89
Motorcar Parts of America (MPAA) 0.0 $4.0k 142.00 28.17
Amtech Systems (ASYS) 0.0 $5.0k 590.00 8.47
Century Casinos (CNTY) 0.0 $5.0k 1.1k 4.70
Kandi Technolgies (KNDI) 0.0 $5.0k 401.00 12.47
NOVA MEASURING Instruments L (NVMI) 0.0 $5.0k 458.00 10.92
Hydrogenics Corporation 0.0 $4.0k 237.00 16.88
Inphi Corporation 0.0 $4.0k 297.00 13.47
MaxLinear (MXL) 0.0 $4.0k 655.00 6.11
TravelCenters of America 0.0 $5.0k 512.00 9.77
Hudson Technologies (HDSN) 0.0 $9.0k 2.5k 3.54
Accuride Corporation 0.0 $4.0k 1.1k 3.53
Hong Kong Highpower Technology 0.0 $5.0k 611.00 8.18
Park City (TRAK) 0.0 $5.0k 596.00 8.39
Sapiens Intl Corp N V 0.0 $4.0k 609.00 6.57
Pernix Therapeutics Holdings 0.0 $5.0k 629.00 7.95
Gigoptix 0.0 $4.0k 3.3k 1.20
Profire Energy (PFIE) 0.0 $8.0k 1.7k 4.62
2060000 Power Solutions International (PSIX) 0.0 $5.0k 83.00 60.24
Proofpoint 0.0 $5.0k 152.00 32.89
Icad (ICAD) 0.0 $8.0k 742.00 10.78
Tower Semiconductor (TSEM) 0.0 $8.0k 772.00 10.36
Attunity 0.0 $4.0k 518.00 7.72
Daqo New Energy Corp- (DQ) 0.0 $5.0k 145.00 34.48
Venaxis 0.0 $5.0k 2.8k 1.77
D Stemline Therapeutics 0.0 $4.0k 260.00 15.38
Enserv 0.0 $5.0k 1.3k 3.73
Tetraphase Pharmaceuticals 0.0 $9.0k 490.00 18.37
Ambit Bioscience 0.0 $7.0k 426.00 16.43
Cancer Genetics 0.0 $4.0k 422.00 9.48
Conatus Pharmaceuticals 0.0 $4.0k 501.00 7.98
Ring Energy (REI) 0.0 $5.0k 328.00 15.24
Mavenir Systems 0.0 $5.0k 469.00 10.66
Ideal Power 0.0 $8.0k 981.00 8.15
Gastar Exploration 0.0 $4.0k 677.00 5.91
Gtt Communications 0.0 $8.0k 637.00 12.56
Superior Drilling Products (SDPI) 0.0 $4.0k 635.00 6.30
Xcerra 0.0 $8.0k 795.00 10.06