AH Lisanti Capital Growth as of March 31, 2011
Portfolio Holdings for AH Lisanti Capital Growth
AH Lisanti Capital Growth holds 99 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Polypore International | 2.5 | $7.6M | 133k | 57.58 | |
| BroadSoft | 2.4 | $7.3M | 153k | 47.62 | |
| Pharmasset | 2.1 | $6.4M | 81k | 78.70 | |
| Fortinet (FTNT) | 2.0 | $5.9M | 135k | 44.15 | |
| Chart Industries (GTLS) | 1.9 | $5.8M | 106k | 55.04 | |
| Kronos Worldwide (KRO) | 1.8 | $5.5M | 94k | 58.45 | |
| Basic Energy Services | 1.8 | $5.3M | 210k | 25.51 | |
| Rubicon Technology | 1.7 | $5.2M | 187k | 27.68 | |
| Aruba Networks | 1.7 | $5.1M | 151k | 33.84 | |
| Globe Specialty Metals | 1.7 | $5.1M | 223k | 22.76 | |
| Body Central Acquisition Corporation | 1.7 | $5.0M | 217k | 23.23 | |
| OPNET Technologies | 1.6 | $5.0M | 127k | 38.99 | |
| MAKO Surgical | 1.6 | $4.7M | 196k | 24.12 | |
| HealthSpring | 1.6 | $4.7M | 126k | 37.37 | |
| Horsehead Holding | 1.5 | $4.6M | 269k | 17.05 | |
| InterMune | 1.5 | $4.6M | 97k | 47.19 | |
| Titan International (TWI) | 1.5 | $4.6M | 171k | 26.61 | |
| HMS Holdings | 1.5 | $4.6M | 56k | 81.86 | |
| SuccessFactors | 1.5 | $4.6M | 117k | 39.09 | |
| Kenexa Corporation | 1.5 | $4.5M | 164k | 27.59 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.5 | $4.5M | 94k | 48.13 | |
| Ariba | 1.5 | $4.5M | 132k | 34.14 | |
| Abraxas Petroleum | 1.5 | $4.5M | 771k | 5.84 | |
| Global Industries | 1.5 | $4.5M | 456k | 9.79 | |
| OpenTable | 1.5 | $4.5M | 42k | 106.35 | |
| CommVault Systems (CVLT) | 1.4 | $4.3M | 108k | 39.88 | |
| Savvis | 1.4 | $4.3M | 115k | 37.09 | |
| Shutterfly | 1.4 | $4.2M | 81k | 52.35 | |
| Cepheid | 1.4 | $4.2M | 150k | 28.02 | |
| Aspen Technology | 1.4 | $4.2M | 280k | 14.99 | |
| IntraLinks Holdings | 1.4 | $4.2M | 156k | 26.74 | |
| Rosetta Resources | 1.3 | $4.0M | 85k | 47.59 | |
| Zumiez (ZUMZ) | 1.3 | $4.0M | 152k | 26.43 | |
| LogMeIn | 1.3 | $4.0M | 94k | 42.16 | |
| Dice Holdings | 1.3 | $3.9M | 256k | 15.11 | |
| Gevo | 1.3 | $3.8M | 195k | 19.70 | |
| Molina Healthcare (MOH) | 1.3 | $3.8M | 96k | 40.00 | |
| Financial Engines | 1.2 | $3.7M | 135k | 27.56 | |
| Approach Resources | 1.1 | $3.4M | 101k | 33.57 | |
| Vera Bradley (VRA) | 1.0 | $3.1M | 73k | 42.21 | |
| Synchronoss Technologies | 1.0 | $3.1M | 88k | 34.75 | |
| NetLogic Microsystems | 1.0 | $3.1M | 73k | 42.02 | |
| Dycom Industries (DY) | 1.0 | $3.0M | 174k | 17.34 | |
| Dollar Financial | 1.0 | $3.0M | 145k | 20.75 | |
| Select Comfort | 1.0 | $2.9M | 243k | 12.06 | |
| Chico's FAS | 1.0 | $2.9M | 195k | 14.89 | |
| Buffalo Wild Wings | 1.0 | $2.9M | 53k | 54.43 | |
| athenahealth | 0.9 | $2.8M | 63k | 45.13 | |
| Ancestry | 0.9 | $2.8M | 80k | 35.45 | |
| Cirrus Logic (CRUS) | 0.9 | $2.8M | 132k | 21.03 | |
| ZOLL Medical Corporation | 0.9 | $2.7M | 60k | 44.81 | |
| New York & Company | 0.9 | $2.7M | 380k | 7.01 | |
| Constant Contact | 0.9 | $2.7M | 77k | 34.90 | |
| Examworks | 0.9 | $2.7M | 121k | 22.23 | |
| Comscore | 0.8 | $2.5M | 86k | 29.50 | |
| Masimo Corporation (MASI) | 0.8 | $2.5M | 76k | 33.10 | |
| Portfolio Recovery Associates | 0.8 | $2.4M | 29k | 85.12 | |
| Bronco Drilling Company (BRNC) | 0.8 | $2.3M | 208k | 11.30 | |
| Robbins & Myers | 0.8 | $2.3M | 49k | 45.99 | |
| Ultimate Software | 0.7 | $2.2M | 38k | 58.75 | |
| Haynes International (HAYN) | 0.7 | $2.2M | 40k | 55.44 | |
| IPC The Hospitalist Company | 0.7 | $2.2M | 48k | 45.40 | |
| Stratasys | 0.7 | $2.2M | 47k | 47.00 | |
| Ceradyne | 0.7 | $2.1M | 47k | 45.07 | |
| Amarin Corporation (AMRN) | 0.7 | $2.1M | 294k | 7.30 | |
| Saks Incorporated | 0.7 | $2.1M | 182k | 11.31 | |
| Quality Systems | 0.7 | $2.1M | 25k | 83.34 | |
| Huron Consulting (HURN) | 0.7 | $2.0M | 73k | 27.70 | |
| Lufkin Industries | 0.6 | $1.9M | 20k | 93.46 | |
| H&E Equipment Services (HEES) | 0.6 | $1.8M | 93k | 19.53 | |
| Meru Networks | 0.6 | $1.8M | 86k | 20.31 | |
| SFN | 0.6 | $1.8M | 125k | 14.09 | |
| Trex Company (TREX) | 0.5 | $1.6M | 49k | 32.62 | |
| Northern Oil & Gas | 0.5 | $1.6M | 59k | 26.70 | |
| Magma Design Automation | 0.5 | $1.5M | 220k | 6.82 | |
| Carrizo Oil & Gas | 0.5 | $1.5M | 41k | 36.94 | |
| Cyberonics | 0.5 | $1.5M | 47k | 31.81 | |
| Signature Bank (SBNY) | 0.5 | $1.5M | 26k | 56.41 | |
| ValueVision Media | 0.5 | $1.5M | 230k | 6.36 | |
| Vitamin Shoppe | 0.5 | $1.5M | 43k | 33.84 | |
| Cardtronics | 0.5 | $1.5M | 72k | 20.34 | |
| Crocs (CROX) | 0.5 | $1.4M | 80k | 17.84 | |
| Ardea Biosciences | 0.5 | $1.4M | 49k | 28.70 | |
| Motricity | 0.5 | $1.4M | 94k | 15.03 | |
| Mindspeed Technologies | 0.5 | $1.4M | 167k | 8.46 | |
| American Public Education (APEI) | 0.5 | $1.4M | 34k | 40.46 | |
| Titan Machinery (TITN) | 0.4 | $1.3M | 52k | 25.26 | |
| InnerWorkings | 0.4 | $1.3M | 176k | 7.38 | |
| TriQuint Semiconductor | 0.4 | $1.3M | 98k | 12.91 | |
| Sodastream International | 0.4 | $1.2M | 28k | 43.80 | |
| OmniVision Technologies | 0.4 | $1.2M | 33k | 35.53 | |
| RightNow Technologies | 0.4 | $1.1M | 35k | 31.33 | |
| Coherent | 0.3 | $1.1M | 18k | 58.14 | |
| Exide Technologies | 0.3 | $1.0M | 92k | 11.17 | |
| NetSuite | 0.3 | $1.0M | 35k | 29.07 | |
| Dex (DXCM) | 0.3 | $898k | 58k | 15.51 | |
| Skilled Healthcare | 0.3 | $867k | 60k | 14.39 | |
| G-III Apparel (GIII) | 0.2 | $706k | 19k | 37.57 | |
| Alimera Sciences | 0.2 | $596k | 76k | 7.80 |
