Alydar Partners

Alydar Partners as of March 31, 2012

Portfolio Holdings for Alydar Partners

Alydar Partners holds 127 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dfc Global 3.7 $83M 4.4M 18.87
Imax Corp Cad (IMAX) 3.6 $81M 3.3M 24.44
Comerica Incorporated 3.3 $74M 2.3M 32.36
Apple (AAPL) 3.1 $69M 115k 599.55
salesforce (CRM) 3.0 $66M 430k 154.51
Pvh Corporation (PVH) 2.7 $60M 670k 89.33
Coach 2.6 $60M 770k 77.28
Broadcom Corporation 2.6 $59M 1.5M 39.30
Encore Capital (ECPG) 2.3 $51M 2.3M 22.55
Panera Bread Company 2.0 $46M 285k 160.92
Hornbeck Offshore Services 1.9 $43M 1.0M 42.03
Aspen Technology 1.9 $43M 2.1M 20.53
BorgWarner (BWA) 1.9 $42M 498k 84.34
Asbury Automotive (ABG) 1.7 $39M 1.4M 27.00
MicroStrategy Incorporated (MSTR) 1.7 $37M 267k 140.00
Herbalife Ltd Com Stk (HLF) 1.6 $37M 538k 68.82
Starbucks Corporation (SBUX) 1.6 $36M 650k 55.89
Altera Corporation 1.6 $36M 900k 39.82
Equinix 1.5 $33M 210k 157.45
Infosys Technologies (INFY) 1.4 $31M 550k 57.03
Broadcom Corporation 1.4 $31M 800k 39.30
Portfolio Recovery Associates 1.3 $29M 400k 71.72
Vitamin Shoppe 1.3 $28M 640k 44.21
ACI Worldwide (ACIW) 1.2 $28M 690k 40.27
Valeant Pharmaceuticals Int 1.2 $27M 500k 53.69
Warner Chilcott Plc - 1.1 $25M 1.5M 16.81
Ford Motor Company (F) 1.1 $25M 2.0M 12.48
Shutterfly 1.1 $24M 780k 31.33
Starwood Hotels & Resorts Worldwide 1.1 $24M 425k 56.41
Intel Corporation (INTC) 1.1 $24M 850k 28.12
Celgene Corporation 1.0 $23M 300k 77.52
Celgene Corporation 1.0 $23M 300k 77.52
WESCO International (WCC) 1.0 $22M 330k 65.31
Sonic Automotive (SAH) 1.0 $22M 1.2M 17.91
Knology 0.9 $21M 1.2M 18.20
Apple (AAPL) 0.9 $21M 35k 599.54
Buffalo Wild Wings 0.9 $21M 230k 90.69
BorgWarner (BWA) 0.9 $21M 244k 84.34
State Street Corporation (STT) 0.9 $21M 450k 45.50
Rockwell Collins 0.9 $20M 355k 57.56
Amazon (AMZN) 0.9 $20M 100k 202.51
U.S. Bancorp (USB) 0.9 $20M 630k 31.68
Stamps 0.9 $20M 700k 27.88
Abercrombie & Fitch (ANF) 0.8 $18M 370k 49.61
Us Silica Hldgs (SLCA) 0.8 $18M 870k 20.94
Stanley Black & Decker (SWK) 0.8 $18M 233k 76.96
Rent-A-Center (UPBD) 0.8 $17M 450k 37.75
ZOLL Medical Corporation 0.7 $17M 180k 92.63
Fifth Third Ban (FITB) 0.7 $17M 1.2M 14.05
Bally Technologies 0.7 $16M 350k 46.75
Vistaprint N V 0.7 $16M 400k 38.65
Allison Transmission Hldngs I (ALSN) 0.7 $16M 650k 23.88
Clean Harbors (CLH) 0.7 $15M 225k 67.33
Eaton Corporation 0.7 $15M 300k 49.83
IAC/InterActive 0.7 $15M 300k 49.09
Questcor Pharmaceuticals 0.7 $15M 397k 37.62
Questcor Pharmaceuticals 0.7 $15M 397k 37.62
Crocs (CROX) 0.7 $15M 700k 20.92
Interxion Holding 0.6 $14M 800k 17.95
GameStop (GME) 0.6 $14M 650k 21.84
Transocean (RIG) 0.6 $13M 240k 54.70
Alexion Pharmaceuticals 0.6 $13M 140k 92.86
Union Pacific Corporation (UNP) 0.6 $13M 119k 107.48
Union Pacific Corporation (UNP) 0.6 $13M 119k 107.48
Sodastream International 0.6 $13M 379k 33.68
Marvell Technology Group 0.6 $13M 800k 15.73
DISH Network 0.5 $12M 350k 32.93
TransDigm Group Incorporated (TDG) 0.5 $11M 99k 115.76
Delphi Automotive 0.5 $11M 350k 31.60
Ariba 0.5 $10M 314k 32.71
Analog Devices (ADI) 0.5 $10M 250k 40.40
Goodrich Petroleum Corporation 0.4 $10M 525k 19.02
Caribou Coffee Company 0.4 $9.9M 530k 18.64
Chefs Whse (CHEF) 0.4 $10M 432k 23.14
Caterpillar (CAT) 0.4 $9.4M 88k 106.52
Green Mountain Coffee Roasters 0.4 $9.4M 200k 46.84
Mattersight Corp 0.4 $9.3M 1.1M 8.50
Kronos Worldwide (KRO) 0.4 $8.7M 350k 24.94
Moly 0.4 $8.5M 250k 33.83
Crown Castle International 0.4 $8.0M 150k 53.34
NetApp (NTAP) 0.4 $8.1M 180k 44.77
Honeywell International (HON) 0.4 $8.1M 132k 61.05
Terex Corporation (TEX) 0.4 $8.1M 360k 22.50
Ciena Corporation (CIEN) 0.4 $8.1M 500k 16.19
Cerner Corporation 0.3 $7.6M 100k 76.16
Colfax Corporation 0.3 $7.4M 210k 35.24
Allot Communications (ALLT) 0.3 $7.1M 306k 23.25
CarMax (KMX) 0.3 $6.9M 200k 34.65
Open Text Corp (OTEX) 0.3 $7.0M 115k 61.16
Websense 0.3 $7.0M 330k 21.09
Tesla Motors (TSLA) 0.3 $6.9M 185k 37.24
Industries N shs - a - (LYB) 0.3 $7.0M 160k 43.65
BroadSoft 0.3 $6.7M 175k 38.25
Tibco Software 0.3 $6.1M 200k 30.50
Quest Diagnostics Incorporated (DGX) 0.3 $6.1M 100k 61.15
Best Buy (BBY) 0.3 $5.9M 250k 23.68
Huntsman Corporation (HUN) 0.2 $5.6M 400k 14.01
Transocean (RIG) 0.2 $5.5M 100k 54.70
Vocus 0.2 $5.3M 400k 13.25
Basic Energy Services 0.2 $5.5M 315k 17.35
Synacor 0.2 $4.8M 632k 7.56
Westlake Chemical Corporation (WLK) 0.2 $4.5M 70k 64.79
SBA Communications Corporation 0.2 $4.1M 80k 50.81
Rackspace Hosting 0.2 $4.0M 70k 57.79
Hersha Hospitality Trust 0.2 $3.8M 691k 5.46
Youku 0.2 $3.7M 170k 21.99
Wyndham Worldwide Corporation 0.2 $3.5M 75k 46.51
Proto Labs (PRLB) 0.2 $3.7M 108k 34.09
Applied Micro Circuits Corporation 0.1 $3.5M 500k 6.94
Merge Healthcare 0.1 $2.9M 500k 5.86
Gt Solar Int'l 0.1 $2.9M 350k 8.27
EnergySolutions 0.1 $2.5M 500k 4.90
Demandware 0.1 $2.3M 78k 29.80
Penn National Gaming (PENN) 0.1 $1.9M 45k 42.98
Aqua America 0.1 $2.0M 90k 22.29
Headwaters Incorporated 0.1 $2.0M 480k 4.18
Checkpoint Systems 0.1 $1.8M 159k 11.28
Hawaiian Electric Industries (HE) 0.1 $1.3M 50k 25.36
Gse Holding 0.1 $1.4M 110k 13.13
Best Buy (BBY) 0.1 $1.2M 50k 23.68
Skullcandy 0.0 $950k 60k 15.83
Maxwell Technologies 0.0 $625k 34k 18.34
Trina Solar 0.0 $642k 90k 7.13
World Energy Solutions 0.0 $771k 161k 4.79
Winmark Corporation (WINA) 0.0 $579k 10k 57.90
Renewable Energy 0.0 $622k 60k 10.37
China Hydroelectric Corporat w exp 01/25/201 0.0 $1.9k 49k 0.04