Alydar Partners

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
Google 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