Next Century Growth Investors

Next Century Growth Investors as of Dec. 31, 2014

Portfolio Holdings for Next Century Growth Investors

Next Century Growth Investors holds 188 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Centene Corporation (CNC) 3.2 $89M 852k 103.85
Old Dominion Freight Line (ODFL) 2.0 $57M 729k 77.64
Acadia Healthcare (ACHC) 2.0 $56M 921k 61.21
Fiesta Restaurant 2.0 $56M 925k 60.80
Granite Construction (GVA) 2.0 $55M 1.4M 38.02
Shutterstock (SSTK) 1.9 $53M 767k 69.10
Knight Transportation 1.9 $52M 1.6M 33.66
Ultimate Software 1.9 $51M 350k 146.81
Akorn 1.9 $51M 1.4M 36.20
Insulet Corporation (PODD) 1.9 $51M 1.1M 46.06
D Fluidigm Corp Del (LAB) 1.9 $51M 1.5M 33.73
Pacira Pharmaceuticals (PCRX) 1.8 $50M 560k 88.66
Epam Systems (EPAM) 1.6 $44M 910k 47.75
Proofpoint 1.6 $44M 905k 48.23
Pra (PRAA) 1.5 $43M 738k 57.93
Guidewire Software (GWRE) 1.5 $42M 838k 50.63
Cardiovascular Systems 1.4 $40M 1.3M 30.08
Abiomed 1.4 $39M 1.0M 38.06
Wageworks 1.4 $38M 591k 64.57
Yelp Inc cl a (YELP) 1.4 $37M 684k 54.73
Trex Company (TREX) 1.3 $37M 867k 42.58
Apogee Enterprises (APOG) 1.3 $37M 866k 42.37
H&E Equipment Services (HEES) 1.3 $35M 1.3M 28.09
Molina Healthcare (MOH) 1.3 $35M 658k 53.53
Greenbrier Companies (GBX) 1.3 $35M 650k 53.73
HFF 1.2 $34M 957k 35.92
Marketo 1.2 $34M 1.0M 32.72
Eagle Materials (EXP) 1.2 $33M 437k 76.03
NPS Pharmaceuticals 1.2 $33M 927k 35.77
Diplomat Pharmacy 1.2 $33M 1.2M 27.37
NCI Building Systems 1.1 $32M 1.7M 18.52
G-III Apparel (GIII) 1.1 $30M 298k 101.01
Salix Pharmaceuticals 1.1 $30M 258k 114.94
Envestnet (ENV) 1.1 $30M 602k 49.14
CoStar (CSGP) 1.1 $29M 160k 183.63
Demandware 1.0 $29M 500k 57.54
Spectranetics Corporation 1.0 $27M 788k 34.58
Kansas City Southern 0.9 $26M 213k 122.03
Tableau Software Inc Cl A 0.9 $25M 293k 84.76
Rentrak Corporation 0.9 $24M 334k 72.82
Caesar Stone Sdot Yam (CSTE) 0.9 $24M 402k 59.82
Ligand Pharmaceuticals In (LGND) 0.8 $23M 424k 53.21
SPS Commerce (SPSC) 0.8 $22M 385k 56.63
Under Armour (UAA) 0.8 $22M 320k 67.90
Servicenow (NOW) 0.7 $20M 296k 67.85
Team Health Holdings 0.7 $20M 343k 57.53
Lifelock 0.7 $20M 1.1M 18.51
Zoe's Kitchen 0.7 $19M 630k 29.91
Virtusa Corporation 0.7 $18M 437k 41.67
Benefitfocus 0.7 $18M 549k 32.84
NetSuite 0.6 $18M 162k 109.17
Restoration Hardware Hldgs I 0.6 $17M 181k 96.01
Medivation 0.6 $17M 174k 99.61
Cepheid 0.6 $17M 311k 54.14
Cavium 0.6 $17M 267k 61.82
Gentherm (THRM) 0.6 $16M 446k 36.62
Diamondback Energy (FANG) 0.6 $16M 274k 59.78
Dex (DXCM) 0.6 $16M 287k 55.05
Paylocity Holding Corporation (PCTY) 0.6 $16M 606k 26.11
J.B. Hunt Transport Services (JBHT) 0.6 $15M 180k 84.25
IPG Photonics Corporation (IPGP) 0.6 $15M 204k 74.92
Nimble Storage 0.6 $15M 556k 27.50
Palo Alto Networks (PANW) 0.5 $15M 122k 122.57
Homeaway 0.5 $14M 473k 29.78
Vince Hldg 0.5 $14M 537k 26.14
DealerTrack Holdings 0.5 $14M 310k 44.31
Rsp Permian 0.5 $14M 538k 25.14
2060000 Power Solutions International (PSIX) 0.5 $13M 258k 51.61
Novadaq Technologies 0.5 $13M 768k 16.62
Qualys (QLYS) 0.5 $13M 336k 37.75
Tenne 0.5 $12M 218k 56.61
Kona Grill 0.5 $13M 542k 23.09
Meritage Homes Corporation (MTH) 0.4 $12M 343k 35.99
Health Net 0.4 $12M 222k 53.53
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.4 $12M 90k 127.83
Covenant Transportation (CVLG) 0.4 $11M 398k 27.11
Kate Spade & Co 0.4 $11M 341k 32.01
Canadian Solar (CSIQ) 0.4 $10M 424k 24.19
Veeva Sys Inc cl a (VEEV) 0.4 $10M 389k 26.41
Actua Corporation 0.4 $10M 560k 18.47
MarketAxess Holdings (MKTX) 0.3 $9.7M 135k 71.71
Buffalo Wild Wings 0.3 $9.8M 54k 180.37
Varonis Sys (VRNS) 0.3 $9.8M 300k 32.83
Lumber Liquidators Holdings (LL) 0.3 $9.4M 141k 66.30
Essent (ESNT) 0.3 $9.6M 372k 25.71
8x8 (EGHT) 0.3 $9.3M 1.0M 9.16
Cognex Corporation (CGNX) 0.3 $8.8M 212k 41.33
D.R. Horton (DHI) 0.3 $8.6M 340k 25.29
Applied Materials (AMAT) 0.3 $8.7M 350k 24.92
HEICO Corporation (HEI) 0.3 $8.7M 143k 60.40
TechTarget (TTGT) 0.3 $8.5M 747k 11.37
Aac Holdings 0.3 $8.5M 274k 30.92
MasterCard Incorporated (MA) 0.3 $8.3M 97k 86.16
salesforce (CRM) 0.3 $8.0M 135k 59.31
EXACT Sciences Corporation (EXAS) 0.3 $7.9M 289k 27.44
Union Pacific Corporation (UNP) 0.3 $7.9M 66k 119.12
Visa (V) 0.3 $7.6M 29k 262.19
NxStage Medical 0.3 $7.7M 429k 17.93
Shutterfly 0.3 $7.8M 186k 41.69
AtriCure (ATRC) 0.3 $7.8M 391k 19.96
Apple (AAPL) 0.3 $7.4M 67k 110.37
Align Technology (ALGN) 0.3 $7.4M 133k 55.91
Adobe Systems Incorporated (ADBE) 0.3 $7.2M 98k 72.69
United Rentals (URI) 0.3 $7.1M 70k 102.00
priceline.com Incorporated 0.3 $7.1M 6.3k 1140.05
MiMedx (MDXG) 0.3 $7.1M 614k 11.53
WABCO Holdings 0.2 $7.0M 67k 104.78
Facebook Inc cl a (META) 0.2 $6.9M 88k 78.01
Costco Wholesale Corporation (COST) 0.2 $6.8M 48k 141.74
Graham Corporation (GHM) 0.2 $6.7M 232k 28.77
Adeptus Health Inc-class A 0.2 $6.7M 180k 37.40
FedEx Corporation (FDX) 0.2 $6.4M 37k 173.65
Astronics Corporation (ATRO) 0.2 $6.4M 116k 55.30
Callidus Software 0.2 $6.5M 396k 16.33
Ellie Mae 0.2 $6.4M 160k 40.32
Marcus & Millichap (MMI) 0.2 $6.4M 193k 33.25
Sequential Brands 0.2 $6.4M 487k 13.07
Polaris Industries (PII) 0.2 $6.2M 41k 151.22
Netflix (NFLX) 0.2 $6.0M 18k 341.56
Advisory Board Company 0.2 $6.0M 123k 48.98
Starbucks Corporation (SBUX) 0.2 $5.8M 70k 82.04
Channeladvisor 0.2 $5.9M 273k 21.58
Healthequity (HQY) 0.2 $5.9M 234k 25.45
Neff Corp-class A 0.2 $5.9M 522k 11.27
Linkedin Corp 0.2 $5.4M 24k 229.69
Gogo (GOGO) 0.2 $5.6M 338k 16.53
Ldr Hldg 0.2 $5.7M 173k 32.78
Rubicon Proj 0.2 $5.7M 351k 16.14
Illumina (ILMN) 0.2 $5.2M 28k 184.58
DepoMed 0.2 $5.2M 322k 16.11
Chipotle Mexican Grill (CMG) 0.2 $5.4M 7.9k 684.50
Celgene Corporation 0.2 $5.3M 48k 111.84
K2m Group Holdings 0.2 $5.2M 248k 20.87
F5 Networks (FFIV) 0.2 $5.1M 39k 130.44
Regeneron Pharmaceuticals (REGN) 0.2 $4.6M 11k 410.21
Vanda Pharmaceuticals (VNDA) 0.2 $4.8M 338k 14.32
BioDelivery Sciences International 0.2 $4.6M 386k 12.02
Nanostring Technologies (NSTGQ) 0.2 $4.6M 331k 13.93
Q2 Holdings (QTWO) 0.2 $4.8M 255k 18.84
Alibaba Group Holding (BABA) 0.2 $4.8M 46k 103.93
Vivint Solar 0.2 $4.8M 516k 9.22
Schlumberger (SLB) 0.2 $4.4M 52k 85.41
Humana (HUM) 0.2 $4.4M 31k 143.61
MarineMax (HZO) 0.2 $4.5M 226k 20.05
Inphi Corporation 0.2 $4.4M 236k 18.48
Sirius Xm Holdings (SIRI) 0.2 $4.4M 1.2M 3.50
Inogen (INGN) 0.2 $4.5M 144k 31.37
M/I Homes (MHO) 0.1 $4.2M 182k 22.96
inContact, Inc . 0.1 $4.1M 466k 8.79
Workday Inc cl a (WDAY) 0.1 $4.0M 50k 81.60
Google 0.1 $4.0M 7.5k 530.60
Fastenal Company (FAST) 0.1 $3.8M 81k 47.55
AMN Healthcare Services (AMN) 0.1 $4.0M 204k 19.60
Alexion Pharmaceuticals 0.1 $4.0M 22k 185.00
Google Inc Class C 0.1 $3.9M 7.5k 526.30
FARO Technologies (FARO) 0.1 $3.6M 57k 62.68
2u (TWOU) 0.1 $3.6M 181k 19.66
Cognizant Technology Solutions (CTSH) 0.1 $3.5M 66k 52.65
RigNet 0.1 $3.1M 76k 41.02
4068594 Enphase Energy (ENPH) 0.1 $3.1M 218k 14.29
Lgi Homes (LGIH) 0.1 $3.1M 208k 14.92
Habit Restaurants Inc/the-a 0.1 $3.1M 97k 32.34
Gilead Sciences (GILD) 0.1 $2.8M 30k 94.23
iGATE Corporation 0.1 $2.7M 69k 39.48
Cummins (CMI) 0.1 $2.4M 17k 144.16
NeoGenomics (NEO) 0.1 $2.5M 593k 4.17
Boeing Company (BA) 0.1 $2.3M 18k 129.95
Amazon (AMZN) 0.1 $2.4M 7.6k 310.34
Lululemon Athletica (LULU) 0.1 $2.3M 42k 55.77
Reis 0.1 $2.1M 80k 26.16
Tripadvisor (TRIP) 0.1 $2.4M 32k 74.63
O'reilly Automotive (ORLY) 0.0 $1.1M 5.8k 192.58
Nike (NKE) 0.0 $606k 6.3k 96.01
Tesla Motors (TSLA) 0.0 $502k 2.3k 222.12
BlackRock (BLK) 0.0 $303k 849.00 356.89
Amber Road 0.0 $196k 19k 10.21
Gopro (GPRO) 0.0 $240k 3.8k 63.16
BE Aerospace 0.0 $26k 460.00 56.52
Whole Foods Market 0.0 $32k 650.00 49.23
athenahealth 0.0 $61k 420.00 145.24
Skyworks Solutions (SWKS) 0.0 $31k 436.00 71.10
Tyler Technologies (TYL) 0.0 $36k 333.00 108.11
Pharmacyclics 0.0 $55k 456.00 120.61
Towers Watson & Co 0.0 $88k 784.00 112.24
Zillow 0.0 $26k 254.00 102.36
Us Silica Hldgs (SLCA) 0.0 $15k 613.00 24.47
stock 0.0 $58k 989.00 58.65
Fireeye 0.0 $59k 1.9k 31.28