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 $95M 732k 129.07
Portfolio Recovery Associates 2.5 $82M 531k 153.63
stock 2.5 $82M 1.8M 46.36
Servicenow (NOW) 2.4 $81M 2.0M 40.39
Ultimate Software 2.4 $79M 675k 117.29
Guidewire Software (GWRE) 2.4 $79M 1.9M 42.05
Financial Engines 2.3 $77M 1.7M 45.59
Advisory Board Company 2.2 $73M 1.3M 54.65
NetSuite 2.2 $73M 795k 91.74
Medidata Solutions 2.1 $71M 915k 77.45
Infoblox 2.0 $67M 2.3M 29.26
IPG Photonics Corporation (IPGP) 2.0 $66M 1.1M 60.73
Chart Industries (GTLS) 1.9 $64M 681k 94.09
MasTec (MTZ) 1.8 $61M 1.8M 32.90
Centene Corporation (CNC) 1.8 $59M 1.1M 52.46
Imperva 1.8 $59M 1.3M 45.04
Chuys Hldgs (CHUY) 1.7 $56M 1.5M 38.34
Old Dominion Freight Line (ODFL) 1.7 $55M 1.3M 41.62
BE Aerospace 1.6 $52M 826k 63.08
Cornerstone Ondemand 1.5 $50M 1.2M 43.29
Meritage Homes Corporation (MTH) 1.5 $49M 1.1M 43.36
Abiomed 1.4 $47M 2.2M 21.56
Ryland 1.4 $46M 1.2M 40.10
Grand Canyon Education (LOPE) 1.4 $46M 1.4M 32.23
Angie's List 1.4 $46M 1.7M 26.55
Concur Technologies 1.4 $45M 556k 81.38
Fairway Group Holdings 1.3 $44M 1.8M 24.17
Buffalo Wild Wings 1.2 $42M 423k 98.16
Cynosure 1.2 $42M 1.6M 25.98
H&E Equipment Services (HEES) 1.2 $40M 1.9M 21.07
Annie's 1.2 $40M 927k 42.74
Endologix 1.2 $39M 2.9M 13.28
Lumber Liquidators Holdings (LL) 1.1 $36M 467k 77.87
Dex (DXCM) 1.1 $36M 1.6M 22.45
Tableau Software Inc Cl A 0.9 $31M 557k 55.42
Stratasys (SSYS) 0.9 $31M 366k 83.74
Insulet Corporation (PODD) 0.9 $29M 916k 31.41
Tile Shop Hldgs (TTSH) 0.8 $28M 977k 28.96
SPS Commerce (SPSC) 0.8 $27M 497k 55.00
Kansas City Southern 0.8 $27M 253k 105.96
Fresh Market 0.8 $27M 544k 49.72
HealthStream (HSTM) 0.8 $26M 1.0M 25.32
BioScrip 0.8 $26M 1.6M 16.50
NPS Pharmaceuticals 0.7 $24M 1.6M 15.10
Homeaway 0.7 $23M 698k 32.34
Under Armour (UAA) 0.7 $22M 375k 59.71
J.B. Hunt Transport Services (JBHT) 0.7 $22M 305k 72.24
D Tumi Holdings 0.6 $21M 865k 24.00
Sourcefire 0.6 $20M 362k 55.55
Trulia 0.6 $20M 647k 31.09
Cepheid 0.6 $20M 571k 34.42
Aspen Technology 0.6 $19M 645k 28.79
Acadia Healthcare (ACHC) 0.6 $19M 568k 33.07
Hexcel Corporation (HXL) 0.6 $18M 537k 34.05
OpenTable 0.6 $18M 288k 63.95
Catamaran 0.6 $18M 376k 48.72
Five Below (FIVE) 0.6 $18M 500k 36.76
D.R. Horton (DHI) 0.5 $18M 836k 21.28
Shutterfly 0.5 $18M 319k 55.79
Conn's (CONN) 0.5 $18M 340k 51.76
Francescas Hldgs Corp 0.5 $17M 622k 27.79
Astronics Corporation (ATRO) 0.5 $17M 413k 40.87
Proofpoint 0.5 $17M 688k 24.23
Team Health Holdings 0.5 $16M 393k 41.07
Chicago Bridge & Iron Company 0.5 $16M 267k 59.66
Lennar Corporation (LEN) 0.5 $16M 431k 36.04
Noodles & Co (NDLS) 0.5 $16M 425k 36.75
Gogo (GOGO) 0.5 $16M 1.1M 13.97
ITC Holdings 0.5 $15M 168k 91.30
Rally Software Development 0.4 $14M 574k 24.82
Encore Capital (ECPG) 0.4 $14M 425k 33.11
Geospace Technologies (GEOS) 0.4 $14M 197k 69.08
Workday Inc cl a (WDAY) 0.4 $14M 215k 64.09
Akorn 0.4 $13M 991k 13.52
inContact, Inc . 0.4 $13M 1.5M 8.22
M/I Homes (MHO) 0.4 $12M 516k 22.96
Fleetmatics 0.3 $11M 340k 33.23
Salix Pharmaceuticals 0.3 $11M 166k 66.14
Qlik Technologies 0.3 $11M 393k 28.27
Shutterstock (SSTK) 0.3 $10M 185k 55.78
Graham Corporation (GHM) 0.3 $9.6M 321k 30.03
NCI Building Systems 0.3 $9.8M 638k 15.29
Textura 0.3 $9.7M 371k 26.01
Pandora Media 0.3 $9.4M 509k 18.40
Yelp Inc cl a (YELP) 0.3 $9.2M 264k 34.77
Channeladvisor 0.3 $9.2M 583k 15.73
Marlin Business Services 0.3 $9.1M 400k 22.78
Market Leader 0.3 $8.6M 800k 10.70
Stamps 0.2 $8.4M 214k 39.39
Visa (V) 0.2 $8.0M 44k 182.75
priceline.com Incorporated 0.2 $7.9M 9.5k 827.07
On Assignment 0.2 $7.8M 293k 26.72
Interactive Intelligence Group 0.2 $8.0M 154k 51.60
Natural Grocers By Vitamin C (NGVC) 0.2 $7.9M 256k 31.00
MasterCard Incorporated (MA) 0.2 $7.8M 14k 574.46
Boeing Company (BA) 0.2 $7.6M 74k 102.44
Precision Castparts 0.2 $7.8M 34k 225.99
Amazon (AMZN) 0.2 $7.6M 27k 277.66
salesforce (CRM) 0.2 $7.6M 200k 38.18
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $7.5M 75k 100.15
8x8 (EGHT) 0.2 $7.7M 933k 8.24
Ralph Lauren Corp (RL) 0.2 $7.5M 43k 173.74
Starbucks Corporation (SBUX) 0.2 $7.4M 112k 65.49
athenahealth 0.2 $7.3M 87k 84.71
Tri Pointe Homes (TPH) 0.2 $7.2M 435k 16.58
Apogee Enterprises (APOG) 0.2 $6.9M 289k 24.00
Michael Kors Holdings 0.2 $7.0M 114k 62.01
Qualys (QLYS) 0.2 $7.0M 436k 16.12
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
Google 0.2 $6.8M 7.7k 880.31
Cardiovascular Systems 0.2 $6.5M 308k 21.20
RigNet 0.2 $6.8M 267k 25.48
Palo Alto Networks (PANW) 0.2 $6.7M 160k 42.16
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
Virtusa Corporation 0.2 $6.4M 291k 22.16
Ints Intl 0.2 $6.5M 301k 21.53
Epam Systems (EPAM) 0.2 $6.2M 226k 27.18
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
Fastenal Company (FAST) 0.2 $5.8M 127k 45.85
Celgene Corporation 0.2 $5.7M 48k 116.90
Las Vegas Sands (LVS) 0.1 $5.1M 96k 52.93
Novo Nordisk A/S (NVO) 0.1 $5.1M 33k 154.94
Broadcom Corporation 0.1 $4.9M 146k 33.76
Rentrak Corporation 0.1 $5.0M 252k 20.07
D Fluidigm Corp Del (LAB) 0.1 $4.9M 281k 17.46
Fiesta Restaurant 0.1 $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
Ligand Pharmaceuticals In (LGND) 0.1 $4.2M 112k 37.42
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
Netflix (NFLX) 0.1 $3.2M 15k 211.04
Blackhawk Network Hldgs Inc cl a 0.1 $3.2M 140k 23.20
Whole Foods Market 0.1 $3.1M 61k 51.47
Alexion Pharmaceuticals 0.1 $3.0M 32k 92.23
Marketo 0.1 $2.5M 100k 24.87
FedEx Corporation (FDX) 0.1 $2.2M 22k 98.56
Illumina (ILMN) 0.1 $2.2M 29k 74.82
Linkedin Corp 0.1 $2.2M 12k 178.29
Schlumberger (SLB) 0.1 $2.1M 30k 71.65
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 $2.1M 197k 10.45
Regeneron Pharmaceuticals (REGN) 0.1 $1.8M 8.0k 224.84
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