Ardsley Advisory Partners as of March 31, 2012
Portfolio Holdings for Ardsley Advisory Partners
Ardsley Advisory Partners holds 111 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 |
|---|---|---|---|---|---|
| Amarin Corporation (AMRN) | 10.4 | $53M | 4.6M | 11.32 | |
| Merck & Co (MRK) | 4.6 | $23M | 600k | 38.40 | |
| MGIC Investment (MTG) | 4.4 | $22M | 4.5M | 4.96 | |
| General Electric Company | 4.4 | $22M | 1.1M | 20.07 | |
| Pfizer (PFE) | 4.0 | $20M | 900k | 22.65 | |
| BroadSoft | 3.7 | $19M | 485k | 38.25 | |
| Cheniere Energy (LNG) | 3.6 | $18M | 1.2M | 14.98 | |
| Aetna | 3.3 | $17M | 331k | 50.16 | |
| Polypore International | 2.7 | $14M | 390k | 35.16 | |
| United Rentals (URI) | 2.6 | $13M | 305k | 42.89 | |
| Pioneer Natural Resources | 2.4 | $12M | 110k | 111.59 | |
| F5 Networks (FFIV) | 2.0 | $10M | 77k | 134.95 | |
| Bridgepoint Education | 1.8 | $9.3M | 375k | 24.75 | |
| Westport Innovations | 1.8 | $9.2M | 225k | 40.92 | |
| Linn Energy | 1.7 | $8.5M | 223k | 38.15 | |
| Stamps | 1.5 | $7.7M | 275k | 27.88 | |
| Industries N shs - a - (LYB) | 1.5 | $7.5M | 171k | 43.65 | |
| Keynote Systems | 1.5 | $7.4M | 375k | 19.76 | |
| CIGNA Corporation | 1.5 | $7.4M | 150k | 49.25 | |
| LSI Corporation | 1.4 | $7.1M | 823k | 8.68 | |
| Heckmann Corporation | 1.4 | $7.0M | 1.6M | 4.31 | |
| Delta Air Lines (DAL) | 1.4 | $6.9M | 700k | 9.92 | |
| Amerigon Incorporated | 1.3 | $6.5M | 400k | 16.18 | |
| Cree | 1.2 | $6.3M | 200k | 31.63 | |
| Spreadtrum Communications | 1.2 | $6.3M | 380k | 16.50 | |
| Gnc Holdings Inc Cl A | 1.2 | $6.1M | 175k | 34.89 | |
| Comverge | 1.2 | $5.9M | 3.2M | 1.84 | |
| EnteroMedics | 1.1 | $5.8M | 2.6M | 2.26 | |
| Active Power | 1.1 | $5.8M | 7.4M | 0.78 | |
| Allot Communications (ALLT) | 1.1 | $5.8M | 248k | 23.25 | |
| Inphi Corporation | 1.1 | $5.7M | 400k | 14.18 | |
| Cabot Oil & Gas Corporation (CTRA) | 1.1 | $5.5M | 175k | 31.17 | |
| Titan Machinery (TITN) | 1.1 | $5.4M | 190k | 28.20 | |
| Cameron International Corporation | 1.1 | $5.3M | 100k | 52.83 | |
| Nasdaq Omx (NDAQ) | 1.0 | $5.2M | 200k | 25.90 | |
| Grifols S A | 1.0 | $5.0M | 650k | 7.71 | |
| SanDisk Corporation | 1.0 | $5.0M | 100k | 49.59 | |
| Cobalt Intl Energy | 0.9 | $4.5M | 150k | 30.03 | |
| 3M Company (MMM) | 0.9 | $4.5M | 50k | 89.22 | |
| TiVo | 0.8 | $4.2M | 350k | 11.99 | |
| eBay (EBAY) | 0.7 | $3.7M | 100k | 36.90 | |
| World Energy Solutions | 0.7 | $3.6M | 760k | 4.79 | |
| Genworth Financial (GNW) | 0.7 | $3.5M | 425k | 8.32 | |
| Fushi Copperweld | 0.7 | $3.5M | 465k | 7.55 | |
| Carrizo Oil & Gas | 0.7 | $3.5M | 125k | 28.26 | |
| Sensata Technologies Hldg Bv | 0.7 | $3.3M | 100k | 33.48 | |
| EnergySolutions | 0.6 | $2.8M | 575k | 4.90 | |
| Calpine Corporation | 0.5 | $2.6M | 150k | 17.21 | |
| Itron (ITRI) | 0.5 | $2.5M | 55k | 45.42 | |
| Covanta Holding Corporation | 0.5 | $2.4M | 150k | 16.23 | |
| NCI Building Systems | 0.5 | $2.3M | 200k | 11.51 | |
| ZBB Energy Corporation (ZBB) | 0.5 | $2.3M | 3.4M | 0.68 | |
| Netqin Mobile | 0.4 | $2.1M | 200k | 10.64 | |
| LSB Industries (LXU) | 0.4 | $2.0M | 52k | 38.92 | |
| FuelCell Energy | 0.4 | $2.0M | 1.3M | 1.56 | |
| Flow International Corporation | 0.4 | $1.9M | 475k | 4.02 | |
| ProShares UltraShort Euro (EUO) | 0.4 | $1.9M | 100k | 18.97 | |
| Ameres (AMRC) | 0.3 | $1.7M | 125k | 13.55 | |
| Accuride Corporation | 0.3 | $1.7M | 200k | 8.69 | |
| Veolia Environnement (VEOEY) | 0.3 | $1.7M | 100k | 16.51 | |
| Green Plains Renewable Energy (GPRE) | 0.3 | $1.6M | 150k | 10.79 | |
| Exide Technologies | 0.3 | $1.6M | 500k | 3.13 | |
| Nextera Energy (NEE) | 0.3 | $1.5M | 25k | 61.08 | |
| Ormat Technologies (ORA) | 0.3 | $1.5M | 73k | 20.15 | |
| Tyco International Ltd S hs | 0.3 | $1.4M | 25k | 56.20 | |
| TRW Automotive Holdings | 0.3 | $1.4M | 30k | 46.47 | |
| Calavo Growers (CVGW) | 0.3 | $1.3M | 50k | 26.78 | |
| Just Energy Group | 0.3 | $1.4M | 100k | 13.82 | |
| Rockwood Holdings | 0.3 | $1.3M | 25k | 52.16 | |
| Ada-es | 0.2 | $1.3M | 52k | 24.31 | |
| ESCO Technologies (ESE) | 0.2 | $1.1M | 30k | 36.77 | |
| AECOM Technology Corporation (ACM) | 0.2 | $1.1M | 50k | 22.38 | |
| Exterran Holdings | 0.2 | $989k | 75k | 13.19 | |
| Gse Holding | 0.2 | $985k | 75k | 13.13 | |
| Worthington Industries (WOR) | 0.2 | $959k | 50k | 19.18 | |
| MasTec (MTZ) | 0.2 | $905k | 50k | 18.10 | |
| Thermon Group Holdings (THR) | 0.2 | $920k | 45k | 20.44 | |
| Headwaters Incorporated | 0.2 | $838k | 200k | 4.18 | |
| FutureFuel (FF) | 0.2 | $860k | 78k | 10.98 | |
| LDK Solar | 0.2 | $800k | 200k | 4.00 | |
| Delphi Automotive | 0.2 | $790k | 25k | 31.60 | |
| Commercial Metals Company (CMC) | 0.1 | $741k | 50k | 14.82 | |
| United States Steel Corporation (X) | 0.1 | $734k | 25k | 29.36 | |
| Gevo | 0.1 | $781k | 85k | 9.19 | |
| American Railcar Industries | 0.1 | $705k | 30k | 23.50 | |
| Greenbrier Companies (GBX) | 0.1 | $594k | 30k | 19.80 | |
| EnerNOC | 0.1 | $540k | 75k | 7.20 | |
| Cardinal Health (CAH) | 0.1 | $431k | 10k | 43.10 | |
| Shire | 0.1 | $332k | 3.5k | 94.86 | |
| Starbucks Corporation (SBUX) | 0.1 | $335k | 6.0k | 55.83 | |
| Garmin (GRMN) | 0.1 | $376k | 8.0k | 47.00 | |
| Tesla Motors (TSLA) | 0.1 | $372k | 10k | 37.20 | |
| Covidien | 0.1 | $328k | 6.0k | 54.67 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $282k | 5.0k | 56.40 | |
| VMware | 0.1 | $281k | 2.5k | 112.40 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $293k | 11k | 26.64 | |
| United Therapeutics Corporation (UTHR) | 0.1 | $259k | 5.5k | 47.09 | |
| Adtran | 0.0 | $218k | 7.0k | 31.14 | |
| McKesson Corporation (MCK) | 0.0 | $219k | 2.5k | 87.60 | |
| Finisar Corporation | 0.0 | $222k | 11k | 20.18 | |
| Aruba Networks | 0.0 | $223k | 10k | 22.30 | |
| China Hydroelectric Corp | 0.0 | $225k | 113k | 2.00 | |
| Himax Technologies (HIMX) | 0.0 | $144k | 70k | 2.06 | |
| Ceragon Networks (CRNT) | 0.0 | $171k | 18k | 9.50 | |
| Ecotality | 0.0 | $141k | 143k | 0.98 | |
| Alcatel-Lucent | 0.0 | $114k | 50k | 2.28 | |
| E Commerce China Dangdang | 0.0 | $81k | 10k | 8.10 | |
| Powerwave Technologies | 0.0 | $123k | 60k | 2.05 | |
| Camelot Information Systems | 0.0 | $38k | 10k | 3.80 | |
| Utstarcom Holdings Corpf | 0.0 | $73k | 50k | 1.46 | |
| Cereplast (CERP) | 0.0 | $24k | 39k | 0.61 |
