Alydar Partners as of Dec. 31, 2010
Portfolio Holdings for Alydar Partners
Alydar Partners holds 108 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 |
|---|---|---|---|---|---|
| Vistaprint N V | 3.2 | $15M | 318k | 46.00 | |
| SanDisk Corporation | 2.2 | $10M | 200k | 49.86 | |
| SanDisk Corporation | 2.2 | $10M | 200k | 49.86 | |
| Sxc Health Solutions Corp | 2.1 | $9.9M | 230k | 42.86 | |
| Bed Bath & Beyond | 2.1 | $9.8M | 200k | 49.15 | |
| STOCK Alliance Data Sys Corp options - | 2.1 | $9.7M | 700k | 13.89 | |
| ChinaCache International Holdings | 2.1 | $9.5M | 456k | 20.80 | |
| PUTS Ariba | 2.1 | $9.5M | 831k | 11.46 | |
| Express | 2.0 | $9.4M | 500k | 18.80 | |
| Schlumberger (SLB) | 2.0 | $9.2M | 110k | 83.50 | |
| STOCK Medidata Solutions I Nc | 2.0 | $9.1M | 800k | 11.38 | |
| OmniVision Technologies | 1.9 | $8.9M | 300k | 29.61 | |
| STOCK Sherwin Williams | 1.9 | $8.8M | 225k | 39.31 | |
| STOCK Apple Inc options - | 1.9 | $8.7M | 120k | 72.56 | |
| Valmont Industries (VMI) | 1.8 | $8.4M | 95k | 88.73 | |
| Radiant Systems | 1.8 | $8.3M | 425k | 19.57 | |
| Cracker Barrel Old Country Store (CBRL) | 1.8 | $8.2M | 150k | 54.77 | |
| Acorda Therapeutics | 1.8 | $8.2M | 300k | 27.26 | |
| Edwards Lifesciences (EW) | 1.8 | $8.1M | 100k | 80.84 | |
| Examworks | 1.7 | $7.9M | 430k | 18.48 | |
| STOCK Lear Corp | 1.7 | $7.6M | 584k | 13.09 | |
| Buckle (BKE) | 1.6 | $7.6M | 200k | 37.77 | |
| Alliance Data Systems Corporation (BFH) | 1.6 | $7.1M | 100k | 71.03 | |
| Royal Caribbean Cruises (RCL) | 1.5 | $7.1M | 150k | 47.00 | |
| General Cable Corporation | 1.5 | $7.0M | 200k | 35.09 | |
| Primo Water Corporation | 1.5 | $7.0M | 495k | 14.21 | |
| STOCK Hanger Orthopedic Group | 1.5 | $7.0M | 800k | 8.69 | |
| ReneSola | 1.5 | $6.9M | 790k | 8.74 | |
| EnerSys (ENS) | 1.5 | $6.7M | 210k | 32.12 | |
| Armstrong World Industries (AWI) | 1.4 | $6.6M | 154k | 43.00 | |
| STOCK Teradata Corp | 1.4 | $6.5M | 400k | 16.16 | |
| ROASTER CALLS Green Mountain Coffe E options - | 1.4 | $6.4M | 500k | 12.86 | |
| Premiere Global Services | 1.4 | $6.3M | 925k | 6.80 | |
| Career Education | 1.4 | $6.2M | 300k | 20.73 | |
| 11/09/2 Herbalife | 1.3 | $5.8M | 670k | 8.67 | |
| STOCK Warner Chilcott | 1.3 | $5.8M | 700k | 8.27 | |
| STOCK Asbury Automotive Group | 1.2 | $5.7M | 850k | 6.72 | |
| Acorda Therapeutics | 1.2 | $5.5M | 200k | 27.26 | |
| Penn National Gaming (PENN) | 1.1 | $5.3M | 150k | 35.15 | |
| STOCK Quest Software | 1.1 | $5.3M | 550k | 9.56 | |
| Lululemon Athletica (LULU) | 1.1 | $5.1M | 75k | 68.43 | |
| STOCK Express Scripts | 1.1 | $5.1M | 650k | 7.90 | |
| Bravo Brio Restaurant | 1.1 | $5.0M | 260k | 19.17 | |
| Tractor Supply Company (TSCO) | 1.1 | $4.8M | 100k | 48.49 | |
| KEYW Holding | 1.0 | $4.5M | 310k | 14.67 | |
| Texas Roadhouse (TXRH) | 0.9 | $4.3M | 250k | 17.17 | |
| STOCK Apple | 0.9 | $4.2M | 230k | 18.21 | |
| STOCK Bottomline Technologies | 0.9 | $4.1M | 650k | 6.33 | |
| TeleTech Holdings | 0.9 | $4.1M | 199k | 20.59 | |
| Lithia Motors (LAD) | 0.9 | $4.0M | 280k | 14.29 | |
| Trimble Navigation (TRMB) | 0.8 | $3.8M | 95k | 39.93 | |
| Atlantic Tele-Network | 0.8 | $3.7M | 97k | 38.37 | |
| STOCK Spx Corp | 0.8 | $3.6M | 330k | 10.88 | |
| Higher One Holdings | 0.8 | $3.4M | 170k | 20.23 | |
| Zimmer Hldgs | 0.7 | $3.4M | 250k | 13.68 | |
| STOCK Netapp | 0.7 | $3.3M | 970k | 3.41 | |
| STOCK Express Scripts Inc options - | 0.7 | $3.2M | 800k | 4.05 | |
| Essex Rental | 0.7 | $3.2M | 600k | 5.26 | |
| Sonic Solutions | 0.7 | $3.0M | 200k | 15.00 | |
| STOCK Cf Inds Hldgs | 0.7 | $3.0M | 170k | 17.51 | |
| STOCK Viasat | 0.7 | $3.0M | 292k | 10.16 | |
| STOCK Sodastream Internati Onal | 0.6 | $2.8M | 723k | 3.91 | |
| China Xiniya Fashion | 0.6 | $2.8M | 305k | 9.16 | |
| STOCK Green Dot Corp-class A | 0.6 | $2.7M | 400k | 6.74 | |
| STOCK Vistaprint Nv Ord | 0.6 | $2.6M | 709k | 3.68 | |
| STOCK Target Corp | 0.5 | $2.5M | 540k | 4.57 | |
| Sina Corporation | 0.5 | $2.4M | 35k | 68.83 | |
| STOCK Informatica Corp | 0.5 | $2.3M | 280k | 8.31 | |
| STOCK Sykes Enterprises | 0.5 | $2.2M | 600k | 3.59 | |
| Ameres (AMRC) | 0.4 | $2.0M | 140k | 14.36 | |
| CALLS Carlisle Cos | 0.4 | $1.9M | 300k | 6.41 | |
| ROASTER STOCK Green Mountain Coffee options - | 0.4 | $1.9M | 666k | 2.83 | |
| LPL Investment Holdings | 0.4 | $1.8M | 50k | 36.38 | |
| STOCK Internet Cap Group | 0.4 | $1.8M | 830k | 2.20 | |
| STOCK Mckesson Corp | 0.4 | $1.7M | 450k | 3.71 | |
| SemiLEDs Corporation | 0.3 | $1.6M | 55k | 29.05 | |
| STORE STOCK Cree | 0.3 | $1.6M | 783k | 2.05 | |
| STOCK Mednax | 0.3 | $1.6M | 767k | 2.10 | |
| STOCK Vmware Inc -cl A | 0.3 | $1.6M | 130k | 11.98 | |
| GSI Commerce | 0.3 | $1.4M | 62k | 23.24 | |
| Elster Group SE | 0.3 | $1.4M | 85k | 16.95 | |
| STOCK Shutterfly | 0.3 | $1.3M | 898k | 1.48 | |
| STOCKS Valassis Communications | 0.3 | $1.3M | 350k | 3.78 | |
| LoopNet | 0.3 | $1.2M | 110k | 11.11 | |
| 0.3 | $1.2M | 2.0k | 594.00 | ||
| Allot Communications (ALLT) | 0.2 | $1.2M | 100k | 11.64 | |
| Presstek | 0.2 | $1.1M | 491k | 2.22 | |
| STOCK Portfolio Recovery Assocs | 0.2 | $1.1M | 946k | 1.19 | |
| Trina Solar | 0.2 | $1.1M | 45k | 23.42 | |
| STOCK Borgwarner | 0.2 | $1.0M | 153k | 6.87 | |
| GT Solar International | 0.2 | $1.0M | 110k | 9.12 | |
| JinkoSolar Holding (JKS) | 0.2 | $1.0M | 50k | 20.12 | |
| STOCK Longtop Financial Tech - adrs | 0.2 | $855k | 300k | 2.85 | |
| STOCK Vistaprint Nv Ord options - | 0.2 | $857k | 236k | 3.63 | |
| STOCK Crown Castle International | 0.2 | $844k | 247k | 3.41 | |
| Wynn Resorts | 0.2 | $768k | 200k | 3.84 | |
| STOCK Broadsoft | 0.2 | $747k | 450k | 1.66 | |
| STOCK Stanley Black & Decker | 0.2 | $729k | 310k | 2.35 | |
| SmartHeat | 0.1 | $686k | 130k | 5.28 | |
| Watsco, Incorporated (WSO) | 0.1 | $631k | 10k | 63.10 | |
| interCLICK | 0.1 | $644k | 120k | 5.37 | |
| STOCK Salesforce | 0.1 | $560k | 80k | 7.00 | |
| Cosi | 0.1 | $451k | 379k | 1.19 | |
| STOCK Aruba Network | 0.1 | $440k | 500k | 0.88 | |
| AeroVironment (AVAV) | 0.1 | $268k | 10k | 26.80 | |
| STOCK Be Aerospace | 0.0 | $184k | 275k | 0.67 | |
| Heckmann Corp *w exp 11/09/201 | 0.0 | $31k | 100k | 0.31 | |
| China Hydroelectric Corporat w exp 01/25/201 | 0.0 | $15k | 49k | 0.31 |
