Praesidium Investment Management Company

Praesidium Investment Management Company as of Dec. 31, 2010

Portfolio Holdings for Praesidium Investment Management Company

Praesidium Investment Management Company holds 15 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JDA Software 18.2 $53M 1.9M 28.00
Accenture (ACN) 11.9 $35M 718k 48.49
Comfort Systems USA (FIX) 7.6 $22M 1.7M 13.17
Applied Materials (AMAT) 7.2 $21M 1.5M 14.05
Epicor Software Corporation 7.0 $21M 2.0M 10.10
Tyler Technologies (TYL) 6.9 $20M 969k 20.76
Thor Industries (THO) 6.7 $20M 581k 33.96
Knoll 6.6 $19M 1.2M 16.73
Oplink Communications 6.5 $19M 1.0M 18.47
Actuate Corporation 5.4 $16M 2.8M 5.70
MTS Systems Corporation 4.6 $13M 358k 37.46
Cu (CULP) 4.0 $12M 1.1M 10.36
Lam Research Corporation (LRCX) 3.6 $11M 206k 51.78
Monarch Casino & Resort (MCRI) 3.2 $9.5M 758k 12.50
eResearch Technology 0.6 $1.8M 252k 7.35