Ardsley Advisory Partners

Ardsley Advisory Partners as of Sept. 30, 2012

Portfolio Holdings for Ardsley Advisory Partners

Ardsley Advisory Partners holds 122 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Google 8.1 $38M 51k 754.51
United Rentals (URI) 7.2 $34M 1.0M 32.71
Pfizer (PFE) 5.4 $25M 1.0M 24.85
Amarin Corporation (AMRN) 4.6 $22M 1.7M 12.58
Watson Pharmaceuticals 3.8 $18M 210k 85.16
BroadSoft 3.4 $16M 395k 41.02
Michael Kors Holdings 3.4 $16M 300k 53.18
Spdr S&p 500 Etf (SPY) 3.1 $14M 100k 143.97
Blyth 2.9 $13M 517k 25.99
Procera Networks 2.6 $12M 520k 23.50
Lennar Corporation (LEN) 2.3 $11M 315k 34.77
Anadarko Petroleum Corporation 2.2 $11M 150k 69.92
Monster Beverage 2.1 $10M 185k 54.06
Tronox 2.1 $9.8M 435k 22.65
Ensco Plc Shs Class A 2.0 $9.5M 175k 54.56
Dunkin' Brands Group 2.0 $9.5M 325k 29.19
EnteroMedics 1.9 $9.1M 2.5M 3.65
Saba Software 1.9 $9.0M 900k 9.99
Jazz Pharmaceuticals (JAZZ) 1.9 $9.0M 158k 57.00
Westport Innovations 1.9 $8.8M 315k 27.84
Ellie Mae 1.7 $8.2M 300k 27.23
Gnc Holdings Inc Cl A 1.7 $7.8M 200k 38.97
Halcon Resources 1.6 $7.3M 1.0M 7.33
Riverbed Technology 1.4 $6.7M 286k 23.28
Titan Machinery (TITN) 1.4 $6.6M 325k 20.28
Industries N shs - a - (LYB) 1.4 $6.5M 125k 51.66
Seagate Technology Com Stk 1.3 $6.2M 200k 30.96
Broadcom Corporation 1.3 $6.0M 175k 34.57
D.R. Horton (DHI) 1.2 $5.7M 275k 20.63
Active Power 1.2 $5.7M 7.1M 0.80
Hologic (HOLX) 1.2 $5.6M 275k 20.22
Universal Display Corporation (OLED) 1.2 $5.5M 160k 34.33
TiVo 1.1 $5.2M 500k 10.43
Youku 1.1 $5.2M 281k 18.39
Regional Management (RM) 1.1 $5.0M 290k 17.25
Peregrine Semiconductor 0.8 $3.9M 229k 16.94
World Energy Solutions 0.7 $3.3M 792k 4.20
Keynote Systems 0.7 $3.3M 225k 14.48
EnerNOC 0.7 $3.1M 242k 12.98
4068594 Enphase Energy (ENPH) 0.6 $2.7M 645k 4.14
Ormat Technologies (ORA) 0.5 $2.5M 134k 18.75
Covanta Holding Corporation 0.5 $2.3M 135k 17.16
General Electric Company 0.5 $2.3M 100k 22.71
NCI Building Systems 0.5 $2.1M 212k 10.03
Agrium 0.4 $2.1M 20k 103.45
ProShares UltraShort Euro (EUO) 0.4 $2.0M 97k 20.12
Aqua America 0.4 $1.9M 75k 24.76
McDermott International 0.4 $1.8M 150k 12.22
Rentech 0.4 $1.8M 751k 2.46
Calpine Corporation 0.4 $1.7M 97k 17.30
CF Industries Holdings (CF) 0.3 $1.7M 7.5k 222.27
Monsanto Company 0.3 $1.6M 17k 91.03
Cheniere Energy Partners (CQP) 0.3 $1.6M 102k 15.53
Sensata Technologies Hldg Bv 0.3 $1.5M 50k 29.78
Sunpower (SPWR) 0.3 $1.4M 300k 4.51
Johnson Controls 0.3 $1.3M 46k 27.41
Foster Wheeler Ltd Com Stk 0.3 $1.3M 53k 23.95
Casella Waste Systems (CWST) 0.2 $1.1M 251k 4.27
Chart Industries (GTLS) 0.2 $990k 13k 73.88
LSB Industries (LXU) 0.2 $877k 20k 43.85
General Cable Corporation 0.2 $881k 30k 29.37
Thermon Group Holdings (THR) 0.2 $875k 35k 25.00
Valero Energy Corporation (VLO) 0.2 $792k 25k 31.68
Ameres (AMRC) 0.2 $795k 67k 11.81
KBR (KBR) 0.2 $746k 25k 29.84
Sunopta (STKL) 0.2 $732k 115k 6.39
Flow International Corporation 0.2 $741k 200k 3.70
Tesla Motors (TSLA) 0.2 $732k 25k 29.28
ZBB Energy Corporation (ZBB) 0.2 $734k 2.6M 0.28
Tsakos Energy Navigation 0.1 $708k 137k 5.18
Universal Health Services (UHS) 0.1 $549k 12k 45.75
First Solar (FSLR) 0.1 $554k 25k 22.16
Celgene Corporation 0.1 $573k 7.5k 76.40
FutureFuel (FF) 0.1 $512k 42k 12.10
ArthroCare Corporation 0.1 $486k 15k 32.40
Allergan 0.1 $458k 5.0k 91.60
Merck & Co (MRK) 0.1 $451k 10k 45.10
Maxwell Technologies 0.1 $449k 55k 8.12
Quality Distribution 0.1 $458k 50k 9.25
Express Scripts Holding 0.1 $470k 7.5k 62.67
Omnicare 0.1 $425k 13k 34.00
UnitedHealth (UNH) 0.1 $416k 7.5k 55.47
Great Lakes Dredge & Dock Corporation (GLDD) 0.1 $423k 55k 7.70
Computer Programs & Systems (TBRG) 0.1 $417k 7.5k 55.60
Ada-es 0.1 $423k 18k 23.63
AtriCure (ATRC) 0.1 $409k 55k 7.44
TETRA Technologies (TTI) 0.1 $355k 14k 26.30
eBay (EBAY) 0.1 $387k 8.0k 48.38
Gilead Sciences (GILD) 0.1 $398k 6.0k 66.33
Mueller Water Products (MWA) 0.1 $368k 75k 4.91
Cosan Ltd shs a 0.1 $355k 22k 15.85
Cognizant Technology Solutions (CTSH) 0.1 $349k 5.0k 69.80
Johnson & Johnson (JNJ) 0.1 $345k 5.0k 69.00
Affymax (AFFY) 0.1 $326k 75k 4.35
Green Plains Renewable Energy (GPRE) 0.1 $263k 45k 5.86
Garmin (GRMN) 0.1 $292k 7.0k 41.71
Moly 0.1 $288k 25k 11.52
NVIDIA Corporation (NVDA) 0.1 $240k 18k 13.33
Boston Scientific Corporation (BSX) 0.1 $230k 40k 5.75
Baidu (BIDU) 0.1 $234k 2.0k 117.00
Rubicon Technology 0.1 $220k 23k 9.57
Synergetics USA 0.1 $247k 50k 4.94
Gevo 0.1 $214k 100k 2.14
Orexigen Therapeutics 0.0 $171k 30k 5.70
Ctrip.com International 0.0 $203k 12k 16.92
NxStage Medical 0.0 $198k 15k 13.20
St. Jude Medical 0.0 $211k 5.0k 42.20
Achillion Pharmaceuticals 0.0 $208k 20k 10.40
Brocade Communications Systems 0.0 $118k 20k 5.90
NII Holdings 0.0 $78k 10k 7.80
Harmonic (HLIT) 0.0 $91k 20k 4.55
RF Micro Devices 0.0 $79k 20k 3.95
Audiocodes Ltd Com Stk (AUDC) 0.0 $75k 30k 2.50
Qlt 0.0 $78k 10k 7.80
Sonus Networks 0.0 $113k 60k 1.88
Calix (CALX) 0.0 $115k 18k 6.39
Bg Medicine 0.0 $74k 20k 3.70
Groupon 0.0 $71k 15k 4.73
Nokia Corporation (NOK) 0.0 $26k 10k 2.60
Immersion Corporation (IMMR) 0.0 $55k 10k 5.50
Ecotality 0.0 $47k 103k 0.46
Jiayuan.com Internationa 0.0 $54k 10k 5.40