Magee Thomson Investment Partners as of March 31, 2011
Portfolio Holdings for Magee Thomson Investment Partners
Magee Thomson Investment Partners holds 149 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.3 | $30M | 85k | 348.51 | |
| Cameron International Corporation | 5.3 | $30M | 517k | 57.10 | |
| Rockwell Automation (ROK) | 5.1 | $29M | 303k | 94.65 | |
| Concho Resources | 5.0 | $28M | 263k | 107.30 | |
| Halliburton Company (HAL) | 5.0 | $28M | 559k | 49.84 | |
| MasterCard Incorporated (MA) | 4.2 | $24M | 94k | 251.72 | |
| O'reilly Automotive (ORLY) | 4.2 | $23M | 405k | 57.46 | |
| EMC Corporation | 4.1 | $23M | 862k | 26.56 | |
| Oracle Corporation (ORCL) | 4.0 | $23M | 678k | 33.43 | |
| Citrix Systems | 4.0 | $22M | 302k | 73.47 | |
| Caterpillar (CAT) | 3.8 | $21M | 190k | 111.35 | |
| FedEx Corporation (FDX) | 3.8 | $21M | 226k | 93.55 | |
| Directv | 3.5 | $20M | 424k | 46.80 | |
| CSX Corporation (CSX) | 3.5 | $20M | 252k | 78.60 | |
| Altera Corporation | 3.3 | $18M | 416k | 44.02 | |
| Cummins (CMI) | 3.2 | $18M | 165k | 109.62 | |
| Autoliv (ALV) | 3.1 | $18M | 236k | 74.23 | |
| TransDigm Group Incorporated (TDG) | 3.0 | $17M | 200k | 83.83 | |
| Nordstrom (JWN) | 2.9 | $16M | 361k | 44.88 | |
| Netflix (NFLX) | 2.9 | $16M | 68k | 237.78 | |
| Juniper Networks (JNPR) | 2.9 | $16M | 380k | 42.08 | |
| Fossil | 2.8 | $15M | 165k | 93.66 | |
| Atmel Corporation | 2.8 | $16M | 1.1M | 13.63 | |
| Cypress Semiconductor Corporation | 2.6 | $15M | 746k | 19.38 | |
| Las Vegas Sands (LVS) | 2.6 | $14M | 339k | 42.22 | |
| Finisar Corporation | 2.5 | $14M | 580k | 24.60 | |
| Alexion Pharmaceuticals | 2.4 | $14M | 138k | 98.69 | |
| CARBO Ceramics | 0.1 | $417k | 3.0k | 141.16 | |
| Tractor Supply Company (TSCO) | 0.1 | $331k | 5.5k | 59.66 | |
| Magma Design Automation | 0.1 | $316k | 47k | 6.80 | |
| Dice Holdings | 0.1 | $342k | 23k | 15.07 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $349k | 7.3k | 48.06 | |
| Jazz Pharmaceuticals | 0.1 | $327k | 10k | 31.88 | |
| CAI International | 0.1 | $314k | 12k | 25.84 | |
| ZOLL Medical Corporation | 0.1 | $261k | 5.8k | 44.85 | |
| Stillwater Mining Company | 0.1 | $259k | 11k | 22.93 | |
| Ariba | 0.1 | $285k | 8.4k | 34.04 | |
| LivePerson (LPSN) | 0.1 | $260k | 21k | 12.64 | |
| OPNET Technologies | 0.1 | $279k | 7.2k | 38.97 | |
| Aruba Networks | 0.1 | $279k | 8.3k | 33.74 | |
| BJ's Restaurants (BJRI) | 0.1 | $273k | 7.0k | 39.22 | |
| Commercial Vehicle (CVGI) | 0.1 | $258k | 15k | 17.84 | |
| Cardtronics | 0.1 | $258k | 13k | 20.30 | |
| Radware Ltd ord (RDWR) | 0.0 | $231k | 6.5k | 35.52 | |
| Titan International (TWI) | 0.0 | $196k | 7.4k | 26.62 | |
| Rosetta Resources | 0.0 | $197k | 4.1k | 47.58 | |
| Savvis | 0.0 | $239k | 6.5k | 37.03 | |
| Textainer Group Holdings | 0.0 | $197k | 5.3k | 37.21 | |
| Trinity Industries (TRN) | 0.0 | $200k | 5.4k | 36.72 | |
| Diamond Foods | 0.0 | $227k | 4.1k | 55.72 | |
| Chart Industries (GTLS) | 0.0 | $244k | 4.4k | 54.98 | |
| Kforce (KFRC) | 0.0 | $249k | 14k | 18.29 | |
| Stoneridge (SRI) | 0.0 | $229k | 16k | 14.61 | |
| NetGear (NTGR) | 0.0 | $219k | 6.8k | 32.41 | |
| GeoResources | 0.0 | $205k | 6.6k | 31.27 | |
| Dana Holding Corporation (DAN) | 0.0 | $222k | 13k | 17.40 | |
| Medidata Solutions | 0.0 | $235k | 9.2k | 25.51 | |
| HeartWare International | 0.0 | $203k | 2.4k | 85.65 | |
| Vera Bradley (VRA) | 0.0 | $208k | 4.9k | 42.26 | |
| Globe Specialty Metals | 0.0 | $173k | 7.6k | 22.87 | |
| United Rentals (URI) | 0.0 | $188k | 5.6k | 33.29 | |
| Coherent | 0.0 | $176k | 3.0k | 58.16 | |
| Tenne | 0.0 | $193k | 4.5k | 42.53 | |
| PolyOne Corporation | 0.0 | $178k | 13k | 14.23 | |
| Carrizo Oil & Gas | 0.0 | $187k | 5.0k | 37.09 | |
| OSI Systems (OSIS) | 0.0 | $160k | 4.2k | 37.77 | |
| NetScout Systems (NTCT) | 0.0 | $188k | 6.9k | 27.41 | |
| Skyworks Solutions (SWKS) | 0.0 | $179k | 5.5k | 32.57 | |
| Dawson Geophysical Company | 0.0 | $195k | 4.4k | 43.94 | |
| Greenbrier Companies (GBX) | 0.0 | $181k | 6.4k | 28.49 | |
| Aspen Technology | 0.0 | $180k | 12k | 15.00 | |
| Global Geophysical Svcs | 0.0 | $195k | 14k | 14.50 | |
| LeCROY Corporation | 0.0 | $164k | 12k | 13.41 | |
| North Amern Palladium | 0.0 | $158k | 24k | 6.53 | |
| Acme Packet | 0.0 | $162k | 2.3k | 71.05 | |
| Ebix (EBIXQ) | 0.0 | $146k | 6.2k | 23.73 | |
| Bravo Brio Restaurant | 0.0 | $161k | 9.1k | 17.74 | |
| Meritor | 0.0 | $173k | 10k | 16.98 | |
| Neurocrine Biosciences (NBIX) | 0.0 | $95k | 13k | 7.54 | |
| Portfolio Recovery Associates | 0.0 | $123k | 1.4k | 84.94 | |
| Qlik Technologies | 0.0 | $122k | 4.6k | 26.29 | |
| EXACT Sciences Corporation (EXAS) | 0.0 | $104k | 14k | 7.34 | |
| Kraton Performance Polymers | 0.0 | $132k | 3.4k | 38.51 | |
| Ardea Biosciences | 0.0 | $4.0k | 127.00 | 31.50 | |
| Meru Networks | 0.0 | $4.0k | 180.00 | 22.22 | |
| Powerwave Technologies | 0.0 | $5.0k | 1.1k | 4.57 | |
| Ultratech | 0.0 | $4.0k | 161.00 | 24.84 | |
| Encore Capital (ECPG) | 0.0 | $4.0k | 136.00 | 29.41 | |
| InterNAP Network Services | 0.0 | $4.0k | 560.00 | 7.14 | |
| Wabash National Corporation (WNC) | 0.0 | $4.0k | 294.00 | 13.61 | |
| Horsehead Holding | 0.0 | $4.0k | 249.00 | 16.06 | |
| Virtusa Corporation | 0.0 | $4.0k | 232.00 | 17.24 | |
| American Railcar Industries | 0.0 | $4.0k | 163.00 | 24.54 | |
| Kenexa Corporation | 0.0 | $4.0k | 168.00 | 23.81 | |
| LSB Industries (LXU) | 0.0 | $6.0k | 159.00 | 37.74 | |
| Titan Machinery (TITN) | 0.0 | $6.0k | 212.00 | 28.30 | |
| Akorn | 0.0 | $4.0k | 655.00 | 6.11 | |
| Computer Programs & Systems (TBRG) | 0.0 | $4.0k | 71.00 | 56.34 | |
| Graham Corporation (GHM) | 0.0 | $4.0k | 177.00 | 22.60 | |
| ValueVision Media | 0.0 | $4.0k | 499.00 | 8.02 | |
| Bronco Drilling Company (BRNC) | 0.0 | $6.0k | 466.00 | 12.88 | |
| Ceva (CEVA) | 0.0 | $2.0k | 99.00 | 20.20 | |
| Immersion Corporation (IMMR) | 0.0 | $3.0k | 376.00 | 7.98 | |
| New York & Company | 0.0 | $3.0k | 410.00 | 7.32 | |
| Active Power | 0.0 | $4.0k | 1.1k | 3.53 | |
| Furmanite Corporation | 0.0 | $5.0k | 632.00 | 7.91 | |
| Hudson Highland | 0.0 | $4.0k | 547.00 | 7.31 | |
| Abraxas Petroleum | 0.0 | $4.0k | 632.00 | 6.33 | |
| Global Traffic Network | 0.0 | $4.0k | 310.00 | 12.90 | |
| Mitcham Industries | 0.0 | $4.0k | 328.00 | 12.20 | |
| NN (NNBR) | 0.0 | $6.0k | 296.00 | 20.27 | |
| SatCon Technology Corporation | 0.0 | $4.0k | 931.00 | 4.30 | |
| Zix Corporation | 0.0 | $2.0k | 702.00 | 2.85 | |
| Cardica | 0.0 | $2.0k | 585.00 | 3.42 | |
| Acacia Research Corporation (ACTG) | 0.0 | $2.0k | 78.00 | 25.64 | |
| Axcelis Technologies | 0.0 | $4.0k | 1.3k | 3.01 | |
| Einstein Noah Restaurant | 0.0 | $3.0k | 178.00 | 16.85 | |
| Rentrak Corporation | 0.0 | $4.0k | 130.00 | 30.77 | |
| Uroplasty | 0.0 | $4.0k | 647.00 | 6.18 | |
| CPI Aerostructures (CVU) | 0.0 | $4.0k | 264.00 | 15.15 | |
| Ceragon Networks (CRNT) | 0.0 | $3.0k | 253.00 | 11.86 | |
| Oclaro | 0.0 | $2.0k | 182.00 | 10.99 | |
| Shutterfly | 0.0 | $4.0k | 69.00 | 57.97 | |
| Web | 0.0 | $5.0k | 349.00 | 14.33 | |
| Insulet Corporation (PODD) | 0.0 | $4.0k | 176.00 | 22.73 | |
| KIT digital | 0.0 | $2.0k | 228.00 | 8.77 | |
| Silicom (SILC) | 0.0 | $4.0k | 193.00 | 20.73 | |
| Amarin Corporation (AMRN) | 0.0 | $5.0k | 701.00 | 7.13 | |
| Allot Communications (ALLT) | 0.0 | $4.0k | 249.00 | 16.06 | |
| Motorcar Parts of America (MPAA) | 0.0 | $4.0k | 237.00 | 16.88 | |
| Synergetics USA | 0.0 | $4.0k | 696.00 | 5.75 | |
| Amtech Systems (ASYS) | 0.0 | $2.0k | 107.00 | 18.69 | |
| BSQUARE Corporation | 0.0 | $2.0k | 285.00 | 7.02 | |
| WidePoint Corporation | 0.0 | $4.0k | 3.2k | 1.27 | |
| NOVA MEASURING Instruments L (NVMI) | 0.0 | $4.0k | 330.00 | 12.12 | |
| Inphi Corporation | 0.0 | $4.0k | 182.00 | 21.98 | |
| AVANIR Pharmaceuticals | 0.0 | $4.0k | 809.00 | 4.94 | |
| Aegerion Pharmaceuticals | 0.0 | $4.0k | 257.00 | 15.56 | |
| Antares Pharma | 0.0 | $3.0k | 1.6k | 1.84 | |
| BioSpecifics Technologies | 0.0 | $2.0k | 105.00 | 19.05 | |
| KEYW Holding | 0.0 | $2.0k | 193.00 | 10.36 | |
| SPS Commerce (SPSC) | 0.0 | $4.0k | 234.00 | 17.09 | |
| Summer Infant | 0.0 | $2.0k | 323.00 | 6.19 | |
| TPC | 0.0 | $2.0k | 79.00 | 25.32 | |
| OCZ Technology | 0.0 | $4.0k | 444.00 | 9.01 | |
| Cleveland BioLabs | 0.0 | $4.0k | 425.00 | 9.41 | |
| Glu Mobile | 0.0 | $4.0k | 989.00 | 4.04 | |
| Mitek Systems (MITK) | 0.0 | $2.0k | 627.00 | 3.19 | |
| Exfo | 0.0 | $4.0k | 318.00 | 12.58 |
