Alydar Partners as of March 31, 2011
Portfolio Holdings for Alydar Partners
Alydar Partners holds 114 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 |
|---|---|---|---|---|---|
| Apple (AAPL) | 8.2 | $166M | 475k | 348.51 | |
| Green Mountain Coffee Roasters | 6.8 | $138M | 2.1M | 64.61 | |
| Weight Watchers International | 3.2 | $65M | 920k | 70.10 | |
| Dollar Financial | 2.7 | $55M | 2.7M | 20.75 | |
| Portfolio Recovery Associates | 2.5 | $52M | 605k | 85.13 | |
| Aspen Technology | 2.4 | $49M | 3.3M | 14.99 | |
| Rovi Corporation | 2.4 | $49M | 907k | 53.65 | |
| Savvis | 2.4 | $48M | 1.3M | 37.09 | |
| Vistaprint N V | 2.2 | $45M | 869k | 51.90 | |
| Ens | 2.1 | $42M | 730k | 57.84 | |
| Imax Corp Cad (IMAX) | 2.0 | $40M | 1.3M | 31.98 | |
| Starbucks Corporation (SBUX) | 1.9 | $39M | 1.1M | 36.95 | |
| Encore Capital (ECPG) | 1.9 | $38M | 1.6M | 23.68 | |
| Deckers Outdoor Corporation (DECK) | 1.8 | $37M | 430k | 86.15 | |
| Herbalife Ltd Com Stk (HLF) | 1.8 | $37M | 452k | 81.36 | |
| FedEx Corporation (FDX) | 1.8 | $36M | 380k | 93.55 | |
| Acme Packet | 1.5 | $30M | 425k | 70.96 | |
| Knology | 1.5 | $30M | 2.3M | 12.91 | |
| UnitedHealth (UNH) | 1.4 | $29M | 650k | 45.20 | |
| BroadSoft | 1.4 | $29M | 617k | 47.62 | |
| Ariba | 1.4 | $29M | 854k | 34.14 | |
| Red Hat | 1.4 | $29M | 630k | 45.39 | |
| DigitalGlobe | 1.4 | $28M | 1.0M | 28.03 | |
| Vitamin Shoppe | 1.4 | $28M | 832k | 33.83 | |
| Trex Company (TREX) | 1.2 | $25M | 775k | 32.62 | |
| Shutterfly | 1.2 | $25M | 485k | 52.36 | |
| Hanger Orthopedic | 1.2 | $25M | 960k | 26.03 | |
| Semiconductor HOLDRs | 1.2 | $24M | 700k | 34.59 | |
| McKesson Corporation (MCK) | 1.2 | $24M | 300k | 79.05 | |
| Lear Corporation (LEA) | 1.1 | $22M | 450k | 48.87 | |
| Hanesbrands (HBI) | 1.1 | $22M | 800k | 27.04 | |
| BorgWarner (BWA) | 1.1 | $22M | 270k | 79.69 | |
| Medidata Solutions | 1.0 | $21M | 810k | 25.57 | |
| Petroleo Brasileiro SA (PBR) | 1.0 | $20M | 500k | 40.43 | |
| Carlisle Companies (CSL) | 1.0 | $20M | 450k | 44.55 | |
| Green Mountain Coffee Roasters | 1.0 | $20M | 308k | 64.61 | |
| Motricity | 0.9 | $19M | 1.3M | 15.03 | |
| Sodastream International | 0.9 | $19M | 430k | 43.81 | |
| Wabash National Corporation (WNC) | 0.9 | $19M | 1.6M | 11.58 | |
| WellPoint | 0.8 | $16M | 230k | 69.79 | |
| IPG Photonics Corporation (IPGP) | 0.8 | $16M | 278k | 57.68 | |
| Lennar Corporation (LEN) | 0.8 | $16M | 875k | 18.12 | |
| Schlumberger (SLB) | 0.8 | $16M | 170k | 93.26 | |
| Alliance Data Systems Corporation (BFH) | 0.8 | $16M | 180k | 85.89 | |
| Bottomline Technologies | 0.7 | $15M | 600k | 25.11 | |
| Informatica Corporation | 0.7 | $15M | 280k | 52.19 | |
| Walter Energy | 0.7 | $14M | 100k | 135.43 | |
| IntercontinentalEx.. | 0.7 | $14M | 110k | 123.54 | |
| Sherwin-Williams Company (SHW) | 0.7 | $13M | 160k | 83.99 | |
| Suncor Energy (SU) | 0.6 | $13M | 280k | 44.84 | |
| VMware | 0.6 | $12M | 152k | 81.54 | |
| Kindred Healthcare | 0.6 | $12M | 495k | 23.88 | |
| Cummins (CMI) | 0.6 | $12M | 106k | 109.62 | |
| Asbury Automotive (ABG) | 0.6 | $12M | 625k | 18.49 | |
| Warna | 0.6 | $11M | 200k | 57.19 | |
| SPX Corporation | 0.6 | $11M | 140k | 79.39 | |
| Sxc Health Solutions Corp | 0.6 | $11M | 204k | 54.80 | |
| MicroStrategy Incorporated (MSTR) | 0.5 | $11M | 82k | 134.48 | |
| Internet Capital | 0.5 | $11M | 750k | 14.20 | |
| Mednax (MD) | 0.5 | $11M | 162k | 66.61 | |
| Teradata Corporation (TDC) | 0.5 | $10M | 200k | 50.70 | |
| L-3 Communications Holdings | 0.5 | $9.8M | 125k | 78.31 | |
| Radiant Systems | 0.5 | $9.7M | 550k | 17.68 | |
| Cree | 0.5 | $9.7M | 210k | 46.16 | |
| Primo Water Corporation | 0.5 | $9.6M | 782k | 12.32 | |
| Stanley Black & Decker (SWK) | 0.5 | $9.6M | 125k | 76.60 | |
| Brocade Communications Systems | 0.5 | $9.2M | 1.5M | 6.15 | |
| General Cable Corporation | 0.5 | $9.1M | 210k | 43.30 | |
| Quest Software | 0.4 | $8.9M | 350k | 25.40 | |
| EnerSys (ENS) | 0.4 | $8.7M | 220k | 39.75 | |
| Examworks | 0.4 | $8.4M | 380k | 22.23 | |
| MasTec (MTZ) | 0.4 | $8.3M | 400k | 20.80 | |
| Jazz Pharmaceuticals | 0.4 | $8.3M | 260k | 31.85 | |
| JinkoSolar Holding (JKS) | 0.4 | $8.4M | 310k | 27.00 | |
| eLoyalty Corporation (ELOY) | 0.4 | $8.1M | 1.1M | 7.42 | |
| Imris (IMRSQ) | 0.4 | $8.0M | 1.1M | 7.26 | |
| Concur Technologies | 0.4 | $7.5M | 135k | 55.45 | |
| Lithia Motors (LAD) | 0.4 | $7.3M | 500k | 14.58 | |
| Goodyear Tire & Rubber Company (GT) | 0.3 | $6.0M | 400k | 14.98 | |
| Oshkosh Corporation (OSK) | 0.3 | $6.0M | 170k | 35.38 | |
| Bravo Brio Restaurant | 0.3 | $6.0M | 340k | 17.69 | |
| Cenovus Energy (CVE) | 0.3 | $5.9M | 150k | 39.54 | |
| Express Scripts | 0.3 | $5.6M | 100k | 55.61 | |
| Radware Ltd ord (RDWR) | 0.3 | $5.3M | 150k | 35.44 | |
| Liberty Media | 0.2 | $4.7M | 60k | 77.60 | |
| Essex Rental | 0.2 | $4.7M | 663k | 7.05 | |
| Amerigon Incorporated | 0.2 | $4.5M | 294k | 15.27 | |
| TeleTech Holdings | 0.2 | $3.9M | 199k | 19.38 | |
| Crocs (CROX) | 0.2 | $3.6M | 200k | 17.84 | |
| Orbital Sciences | 0.2 | $3.7M | 197k | 18.92 | |
| Hersha Hospitality Trust | 0.2 | $3.6M | 600k | 5.94 | |
| ReachLocal | 0.2 | $3.3M | 165k | 20.00 | |
| Hornbeck Offshore Services | 0.1 | $3.1M | 100k | 30.85 | |
| KEYW Holding | 0.1 | $3.1M | 250k | 12.28 | |
| Compuware Corporation | 0.1 | $2.9M | 250k | 11.55 | |
| Datalink Corporation | 0.1 | $2.6M | 400k | 6.40 | |
| Ameres (AMRC) | 0.1 | $2.0M | 140k | 14.14 | |
| China Xiniya Fashion | 0.1 | $2.0M | 400k | 5.12 | |
| 0.1 | $1.8M | 3.0k | 586.67 | ||
| Global Power Equipment Grp I | 0.1 | $1.8M | 65k | 27.51 | |
| NCI Building Systems | 0.1 | $1.6M | 130k | 12.67 | |
| LoopNet | 0.1 | $1.4M | 100k | 14.15 | |
| ReneSola | 0.1 | $1.2M | 110k | 10.55 | |
| Itron (ITRI) | 0.1 | $1.2M | 22k | 56.45 | |
| Warner Chilcott Plc - | 0.1 | $1.2M | 50k | 23.26 | |
| Myr (MYRG) | 0.1 | $1.2M | 50k | 23.92 | |
| Allot Communications (ALLT) | 0.1 | $1.2M | 75k | 15.67 | |
| Telvent Git Alcobendas Com Stk | 0.1 | $1.0M | 35k | 29.11 | |
| Presstek | 0.1 | $1.0M | 491k | 2.08 | |
| Elster Group SE | 0.1 | $975k | 60k | 16.25 | |
| Headwaters Incorporated | 0.0 | $590k | 100k | 5.90 | |
| CarMax (KMX) | 0.0 | $138k | 4.3k | 32.09 | |
| Heckmann Corp *w exp 11/09/201 | 0.0 | $95k | 100k | 0.95 | |
| China Hydroelectric Corporat w exp 01/25/201 | 0.0 | $15k | 49k | 0.31 |
