Next Century Growth Investors

Next Century Growth Investors as of March 31, 2012

Portfolio Holdings for Next Century Growth Investors

Next Century Growth Investors holds 164 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sxc Health Solutions Corp 3.1 $78M 1.0M 74.96
HMS Holdings 2.6 $67M 2.1M 31.21
Chart Industries (GTLS) 2.6 $66M 904k 73.33
NetSuite 2.4 $62M 1.2M 50.29
Questcor Pharmaceuticals 2.4 $61M 1.6M 37.62
Ultimate Software 2.4 $60M 813k 73.28
Salix Pharmaceuticals 2.3 $59M 1.1M 52.50
Qlik Technologies 2.2 $57M 1.8M 32.00
BJ's Restaurants (BJRI) 2.2 $56M 1.1M 50.35
Titan International (TWI) 2.2 $55M 2.3M 23.65
Concur Technologies 1.9 $49M 856k 57.38
Catalyst Health Solutions 1.9 $47M 744k 63.73
Francescas Hldgs Corp 1.9 $47M 1.5M 31.61
Guidewire Software (GWRE) 1.8 $47M 1.5M 30.78
Endologix 1.7 $43M 2.9M 14.65
Akorn 1.7 $43M 3.6M 11.70
Old Dominion Freight Line (ODFL) 1.7 $42M 890k 47.67
Sourcefire 1.6 $41M 855k 48.13
Wabash National Corporation (WNC) 1.6 $41M 3.9M 10.35
athenahealth 1.6 $39M 532k 74.12
FARO Technologies (FARO) 1.5 $39M 670k 58.33
Syntel 1.4 $37M 659k 56.00
Grand Canyon Education (LOPE) 1.4 $37M 2.1M 17.76
IPG Photonics Corporation (IPGP) 1.4 $35M 676k 52.05
Cepheid 1.2 $31M 750k 41.83
Gentex Corporation (GNTX) 1.2 $32M 1.3M 24.50
BroadSoft 1.2 $32M 825k 38.25
Body Central Acquisition Corporation 1.2 $30M 1.0M 29.02
Tangoe 1.2 $30M 1.6M 18.81
MarketAxess Holdings (MKTX) 1.1 $29M 777k 37.29
Cornerstone Ondemand 1.1 $28M 1.3M 21.84
Teavana Hldgs 1.1 $28M 1.4M 19.72
Cognex Corporation (CGNX) 1.0 $26M 617k 42.36
Tenne 1.0 $26M 690k 37.15
BE Aerospace 1.0 $25M 544k 46.47
Fresh Market 1.0 $25M 529k 47.95
H&E Equipment Services (HEES) 1.0 $25M 1.3M 18.92
Hexcel Corporation (HXL) 0.9 $24M 1.0M 24.01
Financial Engines 0.9 $24M 1.1M 22.36
Manitowoc Company 0.9 $23M 1.7M 13.86
Fortinet (FTNT) 0.9 $23M 827k 27.65
DTS 0.9 $22M 739k 30.22
NxStage Medical 0.9 $22M 1.1M 19.27
Lufkin Industries 0.9 $22M 274k 80.65
Buffalo Wild Wings 0.8 $22M 239k 90.69
Northern Oil & Gas 0.8 $21M 1.0M 20.74
RealPage 0.8 $21M 1.1M 19.17
Portfolio Recovery Associates 0.8 $20M 274k 71.72
Invensense 0.7 $19M 1.0M 18.10
Hittite Microwave Corporation 0.7 $19M 340k 54.31
Acacia Research Corporation (ACTG) 0.7 $18M 437k 41.74
Jive Software 0.7 $18M 672k 27.16
RBC Bearings Incorporated (RBC) 0.7 $18M 391k 46.13
Millennial Media 0.7 $17M 727k 23.50
Rosetta Resources 0.6 $16M 326k 48.76
Gulfport Energy Corporation 0.6 $15M 514k 29.12
Ellie Mae 0.6 $14M 1.3M 11.16
Nic 0.6 $14M 1.2M 12.13
Chipotle Mexican Grill (CMG) 0.5 $13M 32k 418.01
ExlService Holdings (EXLS) 0.5 $13M 467k 27.44
Kansas City Southern 0.5 $12M 166k 71.69
Apple (AAPL) 0.4 $11M 18k 599.46
Maxwell Technologies 0.4 $10M 560k 18.33
LivePerson (LPSN) 0.4 $10M 613k 16.77
Astronics Corporation (ATRO) 0.4 $9.6M 275k 34.96
SPS Commerce (SPSC) 0.4 $9.7M 361k 26.88
Amerigon Incorporated 0.4 $9.4M 579k 16.18
Flotek Industries 0.3 $8.6M 716k 12.02
Equinix 0.3 $8.4M 53k 157.46
J.B. Hunt Transport Services (JBHT) 0.3 $8.2M 151k 54.37
Imperva 0.3 $8.1M 208k 39.15
Advisory Board Company 0.3 $7.8M 88k 88.62
salesforce (CRM) 0.3 $7.7M 50k 154.51
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.3 $7.5M 81k 92.89
Visa (V) 0.3 $7.3M 62k 118.00
Kenexa Corporation 0.3 $7.4M 238k 31.24
Dynamic Materials Corporation 0.3 $7.3M 344k 21.11
Bankrate 0.3 $7.2M 293k 24.75
Stamps 0.3 $7.1M 255k 27.88
Chicago Bridge & Iron Company 0.3 $6.9M 159k 43.19
Google 0.3 $6.5M 10k 641.28
Virtusa Corporation 0.3 $6.7M 387k 17.27
Graham Corporation (GHM) 0.3 $6.6M 300k 21.89
VMware 0.3 $6.6M 59k 112.36
HealthStream (HSTM) 0.3 $6.6M 286k 23.19
Procera Networks 0.3 $6.5M 293k 22.36
Lululemon Athletica (LULU) 0.2 $6.3M 85k 74.68
F5 Networks (FFIV) 0.2 $6.3M 46k 134.95
Ansys (ANSS) 0.2 $6.2M 95k 65.02
Caterpillar (CAT) 0.2 $5.9M 55k 106.52
Qualcomm (QCOM) 0.2 $5.9M 87k 68.02
Fastenal Company (FAST) 0.2 $5.8M 108k 54.10
Rue21 0.2 $5.9M 200k 29.34
Cognizant Technology Solutions (CTSH) 0.2 $5.7M 73k 76.95
eBay (EBAY) 0.2 $5.6M 151k 36.89
Starbucks Corporation (SBUX) 0.2 $5.5M 99k 55.89
Amazon (AMZN) 0.2 $5.6M 28k 202.53
Wabtec Corporation (WAB) 0.2 $5.6M 74k 75.37
Aruba Networks 0.2 $5.5M 246k 22.28
Insulet Corporation (PODD) 0.2 $5.5M 286k 19.14
Brightcove (BCOV) 0.2 $5.6M 225k 24.80
Crocs (CROX) 0.2 $5.3M 254k 20.92
Cummins (CMI) 0.2 $5.5M 46k 120.03
Nike (NKE) 0.2 $5.4M 49k 108.44
Whole Foods Market 0.2 $5.3M 63k 83.20
Heritage-Crystal Clean 0.2 $5.3M 267k 19.95
BorgWarner (BWA) 0.2 $5.4M 64k 84.34
GeoResources 0.2 $5.4M 164k 32.74
OCZ Technology 0.2 $5.3M 757k 6.98
Ralph Lauren Corp (RL) 0.2 $5.5M 31k 174.32
Precision Castparts 0.2 $5.1M 29k 172.88
Under Armour (UAA) 0.2 $5.1M 55k 94.00
Baidu (BIDU) 0.2 $5.2M 36k 145.78
VeriFone Systems 0.2 $5.1M 99k 51.87
Terex Corporation (TEX) 0.2 $5.0M 220k 22.50
Callidus Software 0.2 $5.1M 649k 7.81
SciQuest 0.2 $5.1M 332k 15.24
Union Pacific Corporation (UNP) 0.2 $4.8M 45k 107.48
Boeing Company (BA) 0.2 $4.9M 67k 74.36
Broadcom Corporation 0.2 $4.8M 122k 39.30
Abiomed 0.2 $4.9M 222k 22.19
PROS Holdings (PRO) 0.2 $4.8M 255k 18.70
Citrix Systems 0.2 $4.5M 57k 78.92
Encore Capital (ECPG) 0.2 $4.5M 198k 22.55
priceline.com Incorporated 0.2 $4.6M 6.4k 717.44
Commercial Vehicle (CVGI) 0.2 $4.4M 358k 12.21
Magnum Hunter Resources Corporation 0.2 $4.3M 665k 6.41
Costco Wholesale Corporation (COST) 0.1 $3.8M 41k 90.79
EMC Corporation 0.1 $3.9M 131k 29.88
Vocera Communications 0.1 $3.7M 160k 23.40
Arctic Cat 0.1 $3.5M 81k 42.83
Genesee & Wyoming 0.1 $3.6M 66k 54.58
Volterra Semiconductor Corporation 0.1 $3.7M 106k 34.41
Rentrak Corporation 0.1 $3.5M 155k 22.70
LogMeIn 0.1 $3.5M 98k 35.23
Responsys 0.1 $3.5M 294k 11.97
Epam Systems (EPAM) 0.1 $3.6M 176k 20.52
Celgene Corporation 0.1 $3.2M 42k 77.52
Merge Healthcare 0.1 $3.4M 582k 5.85
Marlin Business Services 0.1 $3.3M 218k 15.06
Vitran Corp 0.1 $3.3M 409k 7.98
FedEx Corporation (FDX) 0.1 $2.9M 32k 91.96
Linkedin Corp 0.1 $3.0M 29k 101.98
Homeaway 0.1 $3.0M 120k 25.37
Humana (HUM) 0.1 $2.9M 32k 92.49
Ariba 0.1 $2.7M 82k 32.71
HEICO Corporation (HEI) 0.1 $2.8M 55k 51.58
Alexion Pharmaceuticals 0.1 $2.9M 31k 92.86
Centene Corporation (CNC) 0.1 $2.8M 56k 48.97
Exacttarget 0.1 $2.8M 109k 26.00
Deere & Company (DE) 0.1 $2.4M 30k 80.91
Riverbed Technology 0.1 $2.5M 90k 28.08
Demandware 0.1 $2.7M 89k 29.80
Greenbrier Companies (GBX) 0.1 $2.4M 122k 19.79
Intuitive Surgical (ISRG) 0.1 $2.1M 3.9k 541.87
RTI International Metals 0.1 $2.0M 86k 23.06
Coach 0.1 $1.9M 24k 77.27
Fluor Corporation (FLR) 0.1 $1.9M 31k 60.05
Schlumberger (SLB) 0.1 $1.6M 23k 69.92
Joy Global 0.1 $1.3M 18k 73.52
Green Mountain Coffee Roasters 0.1 $1.2M 27k 46.86
Praxair 0.0 $233k 2.0k 114.55
Walter Investment Management 0.0 $0 8.00 0.00
Magnum Hunter Resources Wt 0.0 $0 73k 0.00