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 |
|---|---|---|---|---|---|
| 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 (SPWRQ) | 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 |
