Next Century Growth Investors

Next Century Growth Investors as of June 30, 2013

Portfolio Holdings for Next Century Growth Investors

Next Century Growth Investors holds 172 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
CoStar (CSGP) 2.8 $88M 680k 129.07
Portfolio Recovery Associates 2.4 $76M 493k 153.63
stock 2.4 $76M 1.6M 46.36
Servicenow (NOW) 2.4 $75M 1.9M 40.39
Ultimate Software 2.4 $74M 627k 117.29
Guidewire Software (GWRE) 2.4 $73M 1.7M 42.05
Financial Engines 2.3 $71M 1.6M 45.59
Advisory Board Company 2.2 $68M 1.2M 54.65
NetSuite 2.2 $68M 738k 91.74
Medidata Solutions 2.1 $65M 842k 77.45
Infoblox 2.0 $62M 2.1M 29.26
IPG Photonics Corporation (IPGP) 2.0 $62M 1.0M 60.73
Chart Industries (GTLS) 1.9 $59M 629k 94.09
Centene Corporation (CNC) 1.8 $56M 1.1M 52.46
MasTec (MTZ) 1.8 $56M 1.7M 32.90
Imperva 1.7 $54M 1.2M 45.04
Chuys Hldgs (CHUY) 1.7 $52M 1.3M 38.34
Old Dominion Freight Line (ODFL) 1.6 $50M 1.2M 41.62
BE Aerospace 1.6 $49M 783k 63.08
Cornerstone Ondemand 1.5 $46M 1.1M 43.29
Meritage Homes Corporation (MTH) 1.4 $44M 1.0M 43.36
Abiomed 1.4 $44M 2.0M 21.56
Grand Canyon Education (LOPE) 1.4 $43M 1.3M 32.23
Ryland 1.4 $42M 1.0M 40.10
Concur Technologies 1.3 $42M 514k 81.38
Angie's List 1.3 $42M 1.6M 26.55
Fairway Group Holdings 1.3 $41M 1.7M 24.17
Cynosure 1.2 $39M 1.5M 25.98
Buffalo Wild Wings 1.2 $38M 391k 98.16
H&E Equipment Services (HEES) 1.2 $37M 1.8M 21.07
Annie's 1.2 $37M 865k 42.74
Endologix 1.1 $36M 2.7M 13.28
Lumber Liquidators Holdings (LL) 1.1 $34M 440k 77.87
Dex (DXCM) 1.1 $33M 1.5M 22.45
Stratasys (SSYS) 0.9 $29M 344k 83.74
Tableau Software Inc Cl A 0.9 $29M 514k 55.42
Kansas City Southern 0.8 $26M 248k 105.96
Insulet Corporation (PODD) 0.8 $26M 821k 31.41
SPS Commerce (SPSC) 0.8 $26M 468k 55.00
HealthStream (HSTM) 0.8 $25M 997k 25.32
Fresh Market 0.8 $25M 510k 49.72
Tile Shop Hldgs (TTSH) 0.8 $25M 876k 28.96
BioScrip 0.8 $25M 1.5M 16.50
Under Armour (UAA) 0.7 $22M 364k 59.71
NPS Pharmaceuticals 0.7 $22M 1.4M 15.10
Homeaway 0.7 $22M 678k 32.34
J.B. Hunt Transport Services (JBHT) 0.7 $21M 296k 72.24
D Tumi Holdings 0.6 $19M 777k 24.00
Trulia 0.6 $19M 597k 31.09
Cepheid 0.6 $18M 527k 34.42
Sourcefire 0.6 $18M 323k 55.55
Catamaran 0.6 $18M 367k 48.72
Shutterfly 0.6 $17M 310k 55.79
Acadia Healthcare (ACHC) 0.6 $17M 524k 33.07
D.R. Horton (DHI) 0.6 $17M 812k 21.28
Conn's (CONN) 0.6 $17M 331k 51.76
Aspen Technology 0.6 $17M 596k 28.79
Hexcel Corporation (HXL) 0.5 $17M 495k 34.05
OpenTable 0.5 $17M 265k 63.95
Five Below (FIVE) 0.5 $17M 454k 36.76
Astronics Corporation (ATRO) 0.5 $16M 387k 40.87
Francescas Hldgs Corp 0.5 $16M 574k 27.79
Chicago Bridge & Iron Company 0.5 $16M 259k 59.66
Team Health Holdings 0.5 $16M 382k 41.07
Proofpoint 0.5 $16M 645k 24.23
Lennar Corporation (LEN) 0.5 $15M 419k 36.04
ITC Holdings 0.5 $15M 164k 91.30
Gogo (GOGO) 0.5 $15M 1.0M 13.97
Noodles & Co (NDLS) 0.5 $14M 393k 36.75
Workday Inc cl a (WDAY) 0.4 $14M 211k 64.09
Rally Software Development 0.4 $13M 539k 24.82
Encore Capital (ECPG) 0.4 $13M 398k 33.11
Akorn 0.4 $12M 915k 13.52
Geospace Technologies (GEOS) 0.4 $12M 175k 69.08
inContact, Inc . 0.4 $12M 1.5M 8.22
M/I Homes (MHO) 0.4 $11M 495k 22.96
Qlik Technologies 0.3 $11M 381k 28.27
Salix Pharmaceuticals 0.3 $11M 162k 66.15
Fleetmatics 0.3 $11M 317k 33.23
Shutterstock (SSTK) 0.3 $10M 179k 55.77
Textura 0.3 $9.7M 371k 26.01
NCI Building Systems 0.3 $9.5M 620k 15.29
Graham Corporation (GHM) 0.3 $8.9M 298k 30.03
Pandora Media 0.3 $9.1M 494k 18.40
Yelp Inc cl a (YELP) 0.3 $8.9M 256k 34.77
Channeladvisor 0.3 $8.7M 554k 15.73
Marlin Business Services 0.3 $8.5M 371k 22.78
Market Leader 0.3 $8.6M 800k 10.70
Visa (V) 0.3 $8.0M 44k 182.75
MasterCard Incorporated (MA) 0.2 $7.8M 14k 574.46
Precision Castparts 0.2 $7.8M 34k 225.99
priceline.com Incorporated 0.2 $7.9M 9.5k 827.07
Stamps 0.2 $7.8M 197k 39.39
Interactive Intelligence Group 0.2 $7.7M 150k 51.60
Natural Grocers By Vitamin C (NGVC) 0.2 $7.9M 256k 31.00
Boeing Company (BA) 0.2 $7.6M 74k 102.44
Starbucks Corporation (SBUX) 0.2 $7.4M 112k 65.49
Amazon (AMZN) 0.2 $7.6M 27k 277.66
salesforce (CRM) 0.2 $7.6M 200k 38.18
On Assignment 0.2 $7.6M 284k 26.72
Ralph Lauren Corp (RL) 0.2 $7.5M 43k 173.74
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $7.3M 73k 100.16
athenahealth 0.2 $7.1M 84k 84.72
8x8 (EGHT) 0.2 $7.0M 851k 8.24
Michael Kors Holdings 0.2 $7.0M 114k 62.01
Qualys (QLYS) 0.2 $7.0M 436k 16.12
Tri Pointe Homes (TPH) 0.2 $7.2M 435k 16.58
Google 0.2 $6.8M 7.7k 880.31
Apogee Enterprises (APOG) 0.2 $6.9M 289k 24.00
RigNet 0.2 $6.8M 267k 25.48
Costco Wholesale Corporation (COST) 0.2 $6.6M 60k 110.56
Union Pacific Corporation (UNP) 0.2 $6.5M 42k 154.28
eBay (EBAY) 0.2 $6.6M 128k 51.72
Virtusa Corporation 0.2 $6.4M 291k 22.16
Cardiovascular Systems 0.2 $6.5M 308k 21.20
Ints Intl 0.2 $6.5M 301k 21.53
Palo Alto Networks (PANW) 0.2 $6.5M 155k 42.15
Realogy Hldgs (HOUS) 0.2 $6.6M 138k 48.04
Model N (MODN) 0.2 $6.7M 286k 23.36
American Woodmark Corporation (AMWD) 0.2 $6.3M 180k 34.70
Hovnanian Enterprises 0.2 $6.2M 1.1M 5.61
Fastenal Company (FAST) 0.2 $5.8M 127k 45.85
PROS Holdings (PRO) 0.2 $6.0M 201k 29.95
Diversified Restaurant Holdi 0.2 $5.9M 739k 7.96
Gilead Sciences (GILD) 0.2 $5.7M 111k 51.21
Celgene Corporation 0.2 $5.7M 48k 116.90
Novo Nordisk A/S (NVO) 0.2 $5.1M 33k 154.94
Epam Systems (EPAM) 0.2 $5.2M 192k 27.18
Las Vegas Sands (LVS) 0.2 $5.1M 96k 52.93
Broadcom Corporation 0.2 $4.9M 146k 33.76
Rentrak Corporation 0.2 $5.0M 252k 20.07
D Fluidigm Corp Del (LAB) 0.2 $4.9M 281k 17.46
Fiesta Restaurant 0.2 $4.8M 141k 34.39
Fluor Corporation (FLR) 0.1 $4.8M 81k 59.31
Servicesource 0.1 $4.6M 495k 9.32
Cognizant Technology Solutions (CTSH) 0.1 $4.3M 68k 62.61
Adobe Systems Incorporated (ADBE) 0.1 $4.4M 96k 45.55
Paccar (PCAR) 0.1 $4.4M 83k 53.65
Equinix 0.1 $4.3M 23k 184.69
Spectranetics Corporation 0.1 $4.3M 231k 18.68
Envestnet (ENV) 0.1 $4.3M 176k 24.60
Body Central Acquisition Corporation 0.1 $4.4M 333k 13.32
eGain Communications Corporation (EGAN) 0.1 $4.3M 448k 9.62
Humana (HUM) 0.1 $4.2M 49k 84.38
Chipotle Mexican Grill (CMG) 0.1 $4.0M 11k 364.31
MiMedx (MDXG) 0.1 $4.1M 587k 7.06
Move 0.1 $4.0M 315k 12.82
Ligand Pharmaceuticals In (LGND) 0.1 $3.9M 104k 37.41
Whole Foods Market 0.1 $3.1M 61k 51.47
Netflix (NFLX) 0.1 $3.2M 15k 211.04
Blackhawk Network Hldgs Inc cl a 0.1 $3.0M 129k 23.20
Alexion Pharmaceuticals 0.1 $3.0M 32k 92.23
FedEx Corporation (FDX) 0.1 $2.2M 22k 98.56
Schlumberger (SLB) 0.1 $2.1M 30k 71.65
Illumina (ILMN) 0.1 $2.2M 29k 74.82
Linkedin Corp 0.1 $2.2M 12k 178.29
Regeneron Pharmaceuticals (REGN) 0.1 $1.8M 8.0k 224.84
Biogen Idec (BIIB) 0.1 $2.0M 9.2k 215.10
2060000 Power Solutions International (PSIX) 0.1 $1.9M 56k 33.58
Cyan 0.1 $1.9M 179k 10.45
Marketo 0.1 $1.4M 57k 24.85
Tractor Supply Company (TSCO) 0.0 $884k 7.5k 117.48
Panera Bread Company 0.0 $658k 3.5k 185.67
O'reilly Automotive (ORLY) 0.0 $613k 5.4k 112.56
Qualcomm (QCOM) 0.0 $242k 4.0k 61.05
Lululemon Athletica (LULU) 0.0 $217k 3.3k 65.34
F5 Networks (FFIV) 0.0 $365k 5.3k 68.67
American Tower Reit (AMT) 0.0 $214k 2.9k 72.96
CarMax (KMX) 0.0 $45k 986.00 45.64
Kinder Morgan Mgmt Llc Frac Sh 0.0 $0 93k 0.00
Tripadvisor (TRIP) 0.0 $25k 416.00 60.10
Magnum Hunter Resources Wt 0.0 $9.3k 71k 0.13