Praesidium Investment Management Company

Praesidium Investment Management Company as of Dec. 31, 2011

Portfolio Holdings for Praesidium Investment Management Company

Praesidium Investment Management Company holds 15 positions in its portfolio as reported in the December 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JDA Software 14.0 $101M 3.1M 32.39
Accenture (ACN) 11.6 $84M 1.6M 53.23
Open Text Corp (OTEX) 9.2 $66M 1.3M 51.14
Aspen Technology 8.7 $63M 3.6M 17.35
Progress Software Corporation (PRGS) 8.6 $62M 3.2M 19.35
Ascena Retail 8.4 $60M 2.0M 29.72
Knoll 7.1 $51M 3.4M 14.85
Waters Corporation (WAT) 6.8 $49M 659k 74.05
Applied Materials (AMAT) 5.9 $42M 3.9M 10.71
Jos. A. Bank Clothiers 5.2 $37M 759k 48.76
MTS Systems Corporation 4.5 $33M 802k 40.75
Comfort Systems USA (FIX) 4.5 $32M 3.0M 10.72
Oplink Communications 3.4 $25M 1.5M 16.47
Cu (CULP) 1.2 $8.4M 983k 8.52
Monarch Casino & Resort (MCRI) 0.9 $6.6M 645k 10.19