Next Century Growth Investors

Next Century Growth Investors as of Sept. 30, 2014

Portfolio Holdings for Next Century Growth Investors

Next Century Growth Investors holds 184 positions in its portfolio as reported in the September 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Centene Corporation (CNC) 3.0 $84M 1.0M 82.71
Pacira Pharmaceuticals (PCRX) 2.6 $75M 768k 96.92
Insulet Corporation (PODD) 2.3 $65M 1.8M 36.85
H&E Equipment Services (HEES) 2.2 $64M 1.6M 40.28
Old Dominion Freight Line (ODFL) 2.1 $59M 839k 70.64
Ultimate Software 2.1 $59M 416k 141.51
Shutterstock (SSTK) 1.9 $54M 760k 71.38
Greenbrier Companies (GBX) 1.9 $53M 727k 73.38
Servicenow (NOW) 1.8 $51M 872k 58.78
Fiesta Restaurant 1.8 $50M 1.0M 49.68
Granite Construction (GVA) 1.6 $46M 1.4M 31.81
Epam Systems (EPAM) 1.6 $46M 1.0M 43.79
Acadia Healthcare (ACHC) 1.6 $45M 918k 48.50
Pra (PRAA) 1.5 $43M 815k 52.23
Eagle Materials (EXP) 1.5 $42M 410k 101.83
Guidewire Software (GWRE) 1.4 $41M 924k 44.34
Akorn 1.4 $40M 1.1M 36.27
Proofpoint 1.4 $39M 1.0M 37.14
Apogee Enterprises (APOG) 1.4 $38M 965k 39.80
Chuys Hldgs (CHUY) 1.4 $38M 1.2M 31.39
Marketo 1.4 $38M 1.2M 32.30
Wageworks 1.3 $37M 814k 45.53
D Fluidigm Corp Del (LAB) 1.3 $37M 1.5M 24.50
NCI Building Systems 1.3 $36M 1.8M 19.40
Cardiovascular Systems 1.2 $35M 1.5M 23.63
Financial Engines 1.2 $34M 993k 34.21
Yelp Inc cl a (YELP) 1.2 $33M 487k 68.25
Salix Pharmaceuticals 1.2 $33M 210k 156.24
Tableau Software Inc Cl A 1.2 $33M 452k 72.65
Molina Healthcare (MOH) 1.1 $32M 757k 42.30
Envestnet (ENV) 1.1 $31M 693k 45.00
Trex Company (TREX) 1.1 $31M 884k 34.57
HFF 1.1 $30M 1.0M 28.95
Demandware 1.0 $29M 575k 50.92
Abiomed 1.0 $29M 1.2M 24.83
Proto Labs (PRLB) 1.0 $28M 411k 69.00
NPS Pharmaceuticals 1.0 $28M 1.1M 26.00
CoStar (CSGP) 1.0 $27M 175k 155.54
Kansas City Southern 0.9 $26M 217k 121.20
Knight Transportation 0.9 $26M 932k 27.39
Caesar Stone Sdot Yam (CSTE) 0.8 $24M 463k 51.68
Ligand Pharmaceuticals In (LGND) 0.8 $23M 489k 46.99
SPS Commerce (SPSC) 0.8 $23M 426k 53.15
Under Armour (UAA) 0.8 $22M 325k 69.10
Buffalo Wild Wings 0.8 $22M 167k 134.27
Diamondback Energy (FANG) 0.8 $23M 301k 74.78
Dex (DXCM) 0.8 $22M 549k 39.99
Gentherm (THRM) 0.8 $22M 514k 42.23
Spectranetics Corporation 0.7 $20M 754k 26.57
Shutterfly 0.7 $19M 386k 48.74
NetSuite 0.7 $19M 206k 89.54
Medivation 0.6 $18M 177k 98.87
Team Health Holdings 0.6 $17M 297k 57.99
Xoom 0.6 $17M 782k 21.95
Homeaway 0.6 $17M 479k 35.50
Restoration Hardware Hldgs I 0.6 $17M 209k 79.55
Nimble Storage 0.6 $17M 639k 25.97
Zoe's Kitchen 0.6 $16M 529k 30.76
Grand Canyon Education (LOPE) 0.6 $16M 386k 40.77
G-III Apparel (GIII) 0.6 $16M 190k 82.86
Rsp Permian 0.6 $16M 619k 25.56
Lifelock 0.6 $16M 1.1M 14.29
Canadian Solar (CSIQ) 0.5 $15M 431k 35.77
Cavium 0.5 $15M 308k 49.73
Palo Alto Networks (PANW) 0.5 $15M 155k 98.10
Aspen Technology 0.5 $15M 395k 37.72
Novadaq Technologies 0.5 $15M 1.2M 12.69
Meritage Homes Corporation (MTH) 0.5 $14M 395k 35.50
Rubicon Proj 0.5 $14M 1.2M 11.73
Cepheid 0.5 $14M 315k 44.03
J.B. Hunt Transport Services (JBHT) 0.5 $14M 183k 74.05
Tenne 0.5 $13M 251k 52.31
2060000 Power Solutions International (PSIX) 0.4 $12M 166k 69.00
Qualys (QLYS) 0.4 $11M 429k 26.60
IPG Photonics Corporation (IPGP) 0.4 $11M 161k 68.78
Veeva Sys Inc cl a (VEEV) 0.4 $11M 394k 28.17
Syntel 0.4 $11M 124k 87.93
Kona Grill 0.4 $11M 551k 19.73
Benefitfocus 0.4 $11M 391k 26.94
Virtusa Corporation 0.4 $10M 286k 35.56
Rentrak Corporation 0.3 $9.6M 158k 60.94
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.3 $9.2M 78k 118.17
Kate Spade & Co 0.3 $9.1M 345k 26.23
Actua Corporation 0.3 $9.1M 569k 16.02
Cognex Corporation (CGNX) 0.3 $8.7M 215k 40.27
Astronics Corporation (ATRO) 0.3 $8.8M 185k 47.68
MarketAxess Holdings (MKTX) 0.3 $8.5M 137k 61.85
EXACT Sciences Corporation (EXAS) 0.3 $8.6M 442k 19.38
Essent (ESNT) 0.3 $8.1M 377k 21.41
Lgi Homes (LGIH) 0.3 $8.1M 444k 18.36
United Rentals (URI) 0.3 $8.0M 72k 111.09
salesforce (CRM) 0.3 $8.0M 139k 57.52
Advisory Board Company 0.3 $7.9M 170k 46.59
8x8 (EGHT) 0.3 $7.8M 1.2M 6.68
Tripadvisor (TRIP) 0.3 $7.6M 83k 91.41
MasterCard Incorporated (MA) 0.3 $7.4M 100k 73.91
Union Pacific Corporation (UNP) 0.3 $7.4M 68k 108.41
DealerTrack Holdings 0.3 $7.4M 172k 43.41
Adobe Systems Incorporated (ADBE) 0.2 $7.0M 101k 69.19
Apple (AAPL) 0.2 $7.0M 69k 100.74
D.R. Horton (DHI) 0.2 $7.1M 345k 20.52
Align Technology (ALGN) 0.2 $7.0M 136k 51.68
Chicago Bridge & Iron Company 0.2 $7.1M 123k 57.85
Diana Shipping (DSX) 0.2 $7.1M 789k 8.94
Pandora Media 0.2 $7.0M 291k 24.16
Facebook Inc cl a (META) 0.2 $7.2M 91k 79.03
BE Aerospace 0.2 $6.8M 81k 83.94
Applied Materials (AMAT) 0.2 $6.8M 316k 21.61
HEICO Corporation (HEI) 0.2 $6.8M 146k 46.70
Graham Corporation (GHM) 0.2 $6.8M 235k 28.75
Visa (V) 0.2 $6.4M 30k 213.36
On Assignment 0.2 $6.4M 240k 26.85
Varonis Sys (VRNS) 0.2 $6.4M 304k 21.10
Costco Wholesale Corporation (COST) 0.2 $6.1M 49k 125.31
FedEx Corporation (FDX) 0.2 $6.1M 38k 161.43
Gilead Sciences (GILD) 0.2 $6.1M 57k 106.44
WABCO Holdings 0.2 $6.1M 68k 90.95
priceline.com Incorporated 0.2 $6.2M 5.3k 1158.52
BioDelivery Sciences International 0.2 $6.2M 363k 17.09
TechTarget (TTGT) 0.2 $6.1M 713k 8.59
Fastenal Company (FAST) 0.2 $5.8M 130k 44.90
Inphi Corporation 0.2 $6.0M 415k 14.38
Marcus & Millichap (MMI) 0.2 $5.9M 196k 30.26
Gogo (GOGO) 0.2 $5.8M 343k 16.86
Schlumberger (SLB) 0.2 $5.4M 54k 101.68
Amazon (AMZN) 0.2 $5.4M 17k 322.41
Chipotle Mexican Grill (CMG) 0.2 $5.3M 7.9k 666.54
Celgene Corporation 0.2 $5.5M 58k 94.77
RigNet 0.2 $5.3M 131k 40.45
DepoMed 0.2 $5.0M 327k 15.19
FARO Technologies (FARO) 0.2 $5.2M 102k 50.74
AtriCure (ATRC) 0.2 $5.2M 355k 14.72
Linkedin Corp 0.2 $5.1M 24k 207.77
Cummins (CMI) 0.2 $4.8M 37k 131.97
Netflix (NFLX) 0.2 $4.9M 11k 451.17
F5 Networks (FFIV) 0.2 $4.8M 40k 118.72
Ldr Hldg 0.2 $4.7M 151k 31.13
Fluor Corporation (FLR) 0.2 $4.4M 66k 66.78
Starbucks Corporation (SBUX) 0.2 $4.5M 60k 75.46
Google 0.2 $4.5M 7.7k 588.28
Sirius Xm Holdings (SIRI) 0.2 $4.5M 1.3M 3.49
Google Inc Class C 0.2 $4.4M 7.7k 577.34
Regeneron Pharmaceuticals (REGN) 0.1 $4.2M 12k 360.51
Humana (HUM) 0.1 $4.1M 32k 130.27
Alexion Pharmaceuticals 0.1 $4.3M 26k 165.80
Workday Inc cl a (WDAY) 0.1 $4.3M 52k 82.48
Aerohive Networks 0.1 $4.4M 543k 8.02
Amber Road 0.1 $4.2M 243k 17.34
Healthequity (HQY) 0.1 $4.3M 237k 18.31
Planet Payment 0.1 $4.0M 2.1M 1.96
M/I Homes (MHO) 0.1 $3.7M 184k 19.82
Callidus Software 0.1 $3.8M 313k 12.02
Ellie Mae 0.1 $3.6M 110k 32.60
Q2 Holdings (QTWO) 0.1 $3.6M 259k 14.00
Polaris Industries (PII) 0.1 $3.5M 23k 149.77
AMN Healthcare Services (AMN) 0.1 $3.3M 207k 15.70
Illumina (ILMN) 0.1 $3.3M 20k 163.92
inContact, Inc . 0.1 $3.4M 387k 8.69
MiMedx (MDXG) 0.1 $3.4M 475k 7.13
Channeladvisor 0.1 $3.4M 205k 16.40
Oxford Immunotec Global 0.1 $3.3M 218k 15.27
Cognizant Technology Solutions (CTSH) 0.1 $3.0M 68k 44.77
MarineMax (HZO) 0.1 $3.0M 177k 16.85
NeoGenomics (NEO) 0.1 $3.1M 603k 5.21
Ints Intl 0.1 $3.1M 177k 17.42
Nanostring Technologies (NSTG) 0.1 $3.1M 282k 10.94
Manitex International (MNTX) 0.1 $2.9M 255k 11.29
Adeptus Health Inc-class A 0.1 $2.7M 110k 24.90
Vanda Pharmaceuticals (VNDA) 0.1 $2.5M 243k 10.38
Alibaba Group Holding (BABA) 0.1 $2.4M 27k 88.83
Boeing Company (BA) 0.1 $2.3M 18k 127.37
Covenant Transportation (CVLG) 0.1 $1.8M 100k 18.58
Reis 0.1 $1.3M 57k 23.59
Builders FirstSource (BLDR) 0.0 $728k 134k 5.45
O'reilly Automotive (ORLY) 0.0 $879k 5.8k 150.33
Nike (NKE) 0.0 $563k 6.3k 89.20
BlackRock (BLK) 0.0 $278k 849.00 327.44
Praxair 0.0 $259k 2.0k 128.54
Tesla Motors (TSLA) 0.0 $229k 945.00 242.33
Tyler Technologies (TYL) 0.0 $29k 333.00 87.09
Aruba Networks 0.0 $57k 2.6k 21.53
Towers Watson & Co 0.0 $78k 784.00 99.49
Us Silica Hldgs (SLCA) 0.0 $27k 444.00 60.81
stock (SPLK) 0.0 $28k 521.00 53.74