Magee Thomson Investment Partners as of June 30, 2011
Portfolio Holdings for Magee Thomson Investment Partners
Magee Thomson Investment Partners holds 142 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.1 | $31M | 94k | 335.66 | |
| Halliburton Company (HAL) | 5.0 | $31M | 611k | 51.00 | |
| MasterCard Incorporated (MA) | 5.0 | $31M | 102k | 301.35 | |
| Rockwell Automation (ROK) | 4.7 | $29M | 332k | 86.76 | |
| O'reilly Automotive (ORLY) | 4.7 | $29M | 439k | 65.51 | |
| Oracle Corporation (ORCL) | 4.5 | $28M | 838k | 32.91 | |
| Directv | 4.4 | $27M | 531k | 50.82 | |
| Citrix Systems | 4.2 | $26M | 328k | 80.00 | |
| EMC Corporation | 4.2 | $26M | 941k | 27.55 | |
| Caterpillar (CAT) | 3.6 | $22M | 207k | 106.47 | |
| CSX Corporation (CSX) | 3.5 | $22M | 824k | 26.22 | |
| Fossil | 3.4 | $21M | 179k | 117.72 | |
| Altera Corporation | 3.4 | $21M | 452k | 46.35 | |
| TransDigm Group Incorporated (TDG) | 3.2 | $20M | 218k | 91.19 | |
| Netflix (NFLX) | 3.1 | $19M | 74k | 262.69 | |
| Cummins (CMI) | 3.0 | $19M | 180k | 103.48 | |
| Concho Resources | 3.0 | $19M | 201k | 91.85 | |
| Nordstrom (JWN) | 3.0 | $18M | 392k | 46.94 | |
| Watson Pharmaceuticals | 3.0 | $18M | 268k | 68.74 | |
| Waters Corporation (WAT) | 2.9 | $18M | 185k | 95.74 | |
| Atmel Corporation | 2.8 | $17M | 1.2M | 14.07 | |
| Cypress Semiconductor Corporation | 2.8 | $17M | 814k | 21.14 | |
| Abercrombie & Fitch (ANF) | 2.7 | $17M | 250k | 66.91 | |
| Las Vegas Sands (LVS) | 2.5 | $16M | 369k | 42.21 | |
| Alexion Pharmaceuticals | 2.3 | $14M | 301k | 47.03 | |
| Juniper Networks (JNPR) | 2.1 | $13M | 413k | 31.50 | |
| Autoliv (ALV) | 2.0 | $13M | 161k | 78.45 | |
| Amazon (AMZN) | 2.0 | $12M | 61k | 204.49 | |
| Finisar Corporation | 1.8 | $11M | 622k | 18.03 | |
| CARBO Ceramics | 0.1 | $481k | 3.0k | 162.83 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $469k | 7.3k | 64.58 | |
| Tractor Supply Company (TSCO) | 0.1 | $372k | 5.5k | 67.05 | |
| Magma Design Automation | 0.1 | $373k | 47k | 8.01 | |
| BJ's Restaurants (BJRI) | 0.1 | $365k | 7.0k | 52.44 | |
| ZOLL Medical Corporation | 0.1 | $329k | 5.8k | 56.53 | |
| Ariba | 0.1 | $288k | 8.4k | 34.40 | |
| OPNET Technologies | 0.1 | $293k | 7.2k | 40.92 | |
| Diamond Foods | 0.1 | $310k | 4.1k | 76.09 | |
| NetGear (NTGR) | 0.1 | $295k | 6.8k | 43.65 | |
| Transcend Services | 0.1 | $285k | 9.7k | 29.38 | |
| Cardtronics | 0.1 | $297k | 13k | 23.37 | |
| AtriCure (ATRC) | 0.1 | $297k | 23k | 12.86 | |
| Radware Ltd ord (RDWR) | 0.0 | $227k | 6.5k | 34.90 | |
| Ultratech | 0.0 | $238k | 7.8k | 30.32 | |
| Balchem Corporation (BCPC) | 0.0 | $256k | 5.9k | 43.76 | |
| Cepheid | 0.0 | $244k | 7.1k | 34.56 | |
| First Cash Financial Services | 0.0 | $267k | 6.4k | 42.02 | |
| Chart Industries (GTLS) | 0.0 | $240k | 4.4k | 54.08 | |
| Immersion Corporation (IMMR) | 0.0 | $248k | 29k | 8.52 | |
| Portfolio Recovery Associates | 0.0 | $246k | 2.9k | 84.71 | |
| Dana Holding Corporation (DAN) | 0.0 | $233k | 13k | 18.26 | |
| Global Geophysical Svcs | 0.0 | $239k | 14k | 17.77 | |
| Altra Holdings | 0.0 | $230k | 9.6k | 24.01 | |
| Medidata Solutions | 0.0 | $218k | 9.1k | 23.94 | |
| CAI International | 0.0 | $252k | 12k | 20.69 | |
| interCLICK | 0.0 | $242k | 31k | 7.95 | |
| Body Central Acquisition Corporation | 0.0 | $228k | 9.7k | 23.55 | |
| Bravo Brio Restaurant | 0.0 | $222k | 9.1k | 24.45 | |
| Primo Water Corporation | 0.0 | $246k | 17k | 14.37 | |
| Sodastream International | 0.0 | $245k | 4.0k | 60.73 | |
| Globe Specialty Metals | 0.0 | $170k | 7.6k | 22.47 | |
| Coherent | 0.0 | $168k | 3.0k | 55.52 | |
| Titan International (TWI) | 0.0 | $179k | 7.4k | 24.31 | |
| PolyOne Corporation | 0.0 | $194k | 13k | 15.51 | |
| Carrizo Oil & Gas | 0.0 | $211k | 5.0k | 41.85 | |
| OSI Systems (OSIS) | 0.0 | $183k | 4.2k | 43.20 | |
| Rosetta Resources | 0.0 | $214k | 4.1k | 51.69 | |
| Trinity Industries (TRN) | 0.0 | $190k | 5.4k | 34.89 | |
| Commercial Vehicle (CVGI) | 0.0 | $205k | 15k | 14.17 | |
| Aspen Technology | 0.0 | $206k | 12k | 17.16 | |
| Acme Packet | 0.0 | $160k | 2.3k | 70.18 | |
| Jazz Pharmaceuticals | 0.0 | $201k | 6.0k | 33.53 | |
| Qlik Technologies | 0.0 | $159k | 4.6k | 34.27 | |
| Vera Bradley (VRA) | 0.0 | $188k | 4.9k | 38.20 | |
| Neoprobe Corp | 0.0 | $161k | 48k | 3.34 | |
| Neurocrine Biosciences (NBIX) | 0.0 | $101k | 13k | 8.01 | |
| NetScout Systems (NTCT) | 0.0 | $144k | 6.9k | 21.00 | |
| GeoResources | 0.0 | $148k | 6.6k | 22.57 | |
| Greenbrier Companies (GBX) | 0.0 | $126k | 6.4k | 19.83 | |
| EXACT Sciences Corporation (EXAS) | 0.0 | $122k | 14k | 8.56 | |
| Kraton Performance Polymers | 0.0 | $135k | 3.4k | 39.38 | |
| Ardea Biosciences | 0.0 | $3.0k | 126.00 | 23.81 | |
| Powerwave Technologies | 0.0 | $4.0k | 1.2k | 3.40 | |
| Encore Capital (ECPG) | 0.0 | $5.0k | 178.00 | 28.09 | |
| InterNAP Network Services | 0.0 | $5.0k | 654.00 | 7.65 | |
| Wabash National Corporation (WNC) | 0.0 | $3.0k | 346.00 | 8.67 | |
| Virtusa Corporation | 0.0 | $5.0k | 272.00 | 18.38 | |
| American Railcar Industries | 0.0 | $7.0k | 269.00 | 26.02 | |
| Kenexa Corporation | 0.0 | $5.0k | 191.00 | 26.18 | |
| LSB Industries (LXU) | 0.0 | $5.0k | 127.00 | 39.37 | |
| Titan Machinery (TITN) | 0.0 | $5.0k | 160.00 | 31.25 | |
| Akorn | 0.0 | $5.0k | 769.00 | 6.50 | |
| Computer Programs & Systems (TBRG) | 0.0 | $4.0k | 65.00 | 61.54 | |
| Graham Corporation (GHM) | 0.0 | $4.0k | 207.00 | 19.32 | |
| ValueVision Media | 0.0 | $5.0k | 689.00 | 7.26 | |
| Ceva (CEVA) | 0.0 | $4.0k | 117.00 | 34.19 | |
| New York & Company | 0.0 | $2.0k | 481.00 | 4.16 | |
| Stoneridge (SRI) | 0.0 | $5.0k | 342.00 | 14.62 | |
| Active Power | 0.0 | $4.0k | 1.6k | 2.53 | |
| Furmanite Corporation | 0.0 | $6.0k | 742.00 | 8.09 | |
| Hudson Highland | 0.0 | $4.0k | 641.00 | 6.24 | |
| Silicon Motion Technology (SIMO) | 0.0 | $5.0k | 509.00 | 9.82 | |
| Abraxas Petroleum | 0.0 | $3.0k | 742.00 | 4.04 | |
| Dawson Geophysical Company | 0.0 | $4.0k | 112.00 | 35.71 | |
| Global Traffic Network | 0.0 | $4.0k | 350.00 | 11.43 | |
| Mitcham Industries | 0.0 | $7.0k | 438.00 | 15.98 | |
| NN (NNBR) | 0.0 | $4.0k | 252.00 | 15.87 | |
| Einstein Noah Restaurant | 0.0 | $3.0k | 208.00 | 14.42 | |
| LeCROY Corporation | 0.0 | $4.0k | 370.00 | 10.81 | |
| Uroplasty | 0.0 | $5.0k | 665.00 | 7.52 | |
| Ym Biosciences | 0.0 | $3.0k | 1.1k | 2.67 | |
| CPI Aerostructures (CVU) | 0.0 | $4.0k | 310.00 | 12.90 | |
| Vitran Corp | 0.0 | $4.0k | 302.00 | 13.25 | |
| Ceragon Networks (CRNT) | 0.0 | $4.0k | 334.00 | 11.98 | |
| Shutterfly | 0.0 | $4.0k | 68.00 | 58.82 | |
| Web | 0.0 | $4.0k | 331.00 | 12.08 | |
| Insulet Corporation (PODD) | 0.0 | $5.0k | 207.00 | 24.15 | |
| KIT digital | 0.0 | $4.0k | 326.00 | 12.27 | |
| Cardiovascular Systems | 0.0 | $5.0k | 347.00 | 14.41 | |
| Silicom (SILC) | 0.0 | $5.0k | 248.00 | 20.16 | |
| Amarin Corporation (AMRN) | 0.0 | $9.0k | 575.00 | 15.65 | |
| Allot Communications (ALLT) | 0.0 | $5.0k | 292.00 | 17.12 | |
| Motorcar Parts of America (MPAA) | 0.0 | $4.0k | 279.00 | 14.34 | |
| Synergetics USA | 0.0 | $5.0k | 818.00 | 6.11 | |
| Amtech Systems (ASYS) | 0.0 | $2.0k | 126.00 | 15.87 | |
| Manitex International (MNTX) | 0.0 | $4.0k | 724.00 | 5.52 | |
| NOVA MEASURING Instruments L (NVMI) | 0.0 | $4.0k | 387.00 | 10.34 | |
| DUSA Pharmaceuticals | 0.0 | $4.0k | 619.00 | 6.46 | |
| Inphi Corporation | 0.0 | $3.0k | 178.00 | 16.85 | |
| AVANIR Pharmaceuticals | 0.0 | $3.0k | 951.00 | 3.15 | |
| Aegerion Pharmaceuticals | 0.0 | $4.0k | 257.00 | 15.56 | |
| Antares Pharma | 0.0 | $4.0k | 1.9k | 2.08 | |
| BioSpecifics Technologies | 0.0 | $3.0k | 124.00 | 24.19 | |
| SPS Commerce (SPSC) | 0.0 | $5.0k | 306.00 | 16.34 | |
| Summer Infant | 0.0 | $4.0k | 472.00 | 8.47 | |
| TPC | 0.0 | $4.0k | 92.00 | 43.48 | |
| OCZ Technology | 0.0 | $5.0k | 689.00 | 7.26 | |
| Glu Mobile | 0.0 | $6.0k | 1.2k | 5.19 | |
| Dialogic (DLGC) | 0.0 | $4.0k | 780.00 | 5.13 | |
| Mitek Systems (MITK) | 0.0 | $5.0k | 735.00 | 6.80 | |
| Exfo | 0.0 | $4.0k | 472.00 | 8.47 | |
| Sequans Communications Adr adr usd.02 | 0.0 | $4.0k | 288.00 | 13.89 |
