Ardsley Advisory Partners as of Sept. 30, 2013
Portfolio Holdings for Ardsley Advisory Partners
Ardsley Advisory Partners holds 139 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Jazz Pharmaceuticals (JAZZ) | 8.0 | $39M | 424k | 91.97 | |
| United Rentals (URI) | 7.8 | $38M | 654k | 58.29 | |
| Canadian Solar (CSIQ) | 7.0 | $34M | 2.0M | 16.99 | |
| Anadarko Petroleum Corporation | 5.3 | $26M | 278k | 92.99 | |
| Sunedison | 4.6 | $23M | 2.8M | 7.97 | |
| First Solar (FSLR) | 3.7 | $18M | 450k | 40.21 | |
| ArthroCare Corporation | 3.2 | $16M | 444k | 35.58 | |
| Industries N shs - a - (LYB) | 3.0 | $15M | 200k | 73.23 | |
| Concho Resources | 2.8 | $14M | 125k | 108.81 | |
| ITT Educational Services (ESINQ) | 2.7 | $13M | 425k | 31.00 | |
| Boyd Gaming Corporation (BYD) | 2.4 | $12M | 825k | 14.15 | |
| Hannon Armstrong (HASI) | 2.2 | $11M | 950k | 11.40 | |
| Oil States International (OIS) | 2.1 | $10M | 100k | 103.46 | |
| Grand Canyon Education (LOPE) | 2.0 | $10M | 250k | 40.24 | |
| Pioneer Natural Resources (PXD) | 1.9 | $9.4M | 50k | 188.80 | |
| Celldex Therapeutics | 1.9 | $9.4M | 265k | 35.43 | |
| Hca Holdings (HCA) | 1.9 | $9.4M | 220k | 42.75 | |
| Micron Technology (MU) | 1.8 | $8.6M | 490k | 17.47 | |
| Spdr S&p 500 Etf (SPY) | 1.7 | $8.4M | 50k | 168.02 | |
| salesforce (CRM) | 1.6 | $8.1M | 156k | 51.91 | |
| Cree | 1.5 | $7.5M | 125k | 60.19 | |
| Pfizer (PFE) | 1.4 | $7.0M | 245k | 28.73 | |
| eBay (EBAY) | 1.4 | $7.0M | 125k | 55.79 | |
| BroadSoft | 1.3 | $6.5M | 181k | 36.08 | |
| Berry Plastics (BERY) | 1.3 | $6.5M | 326k | 19.97 | |
| Omni (OMC) | 1.3 | $6.3M | 100k | 63.44 | |
| Hldgs (UAL) | 1.2 | $6.1M | 200k | 30.71 | |
| Tellabs | 1.1 | $5.3M | 2.4M | 2.27 | |
| Regional Management (RM) | 1.0 | $5.0M | 156k | 31.80 | |
| EnteroMedics | 1.0 | $4.7M | 3.8M | 1.25 | |
| Home Inns & Hotels Management | 0.8 | $4.2M | 126k | 33.20 | |
| Groupon | 0.8 | $4.0M | 355k | 11.21 | |
| Move | 0.8 | $3.9M | 230k | 16.96 | |
| WisdomTree Japan Total Dividend (DXJ) | 0.7 | $3.6M | 75k | 47.93 | |
| American Residential Pptys I | 0.7 | $3.5M | 200k | 17.61 | |
| Cobalt Intl Energy | 0.6 | $3.1M | 125k | 24.86 | |
| Advanced Micro Devices (AMD) | 0.6 | $2.9M | 760k | 3.81 | |
| Physicians Realty Trust | 0.6 | $2.9M | 240k | 12.12 | |
| 3D Systems Corporation (DDD) | 0.6 | $2.9M | 53k | 53.99 | |
| Tuesday Morning Corporation | 0.6 | $2.7M | 175k | 15.28 | |
| Masonite International (DOOR) | 0.5 | $2.4M | 50k | 48.94 | |
| Nextera Energy (NEE) | 0.4 | $2.0M | 25k | 80.16 | |
| EnerSys (ENS) | 0.4 | $2.0M | 33k | 60.64 | |
| Financial Select Sector SPDR (XLF) | 0.4 | $2.0M | 100k | 19.91 | |
| World Energy Solutions | 0.4 | $2.0M | 603k | 3.28 | |
| Primoris Services (PRIM) | 0.4 | $2.0M | 77k | 25.49 | |
| Acxiom Corporation | 0.3 | $1.6M | 58k | 28.40 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.3 | $1.7M | 50k | 33.08 | |
| EnerNOC | 0.3 | $1.6M | 110k | 14.98 | |
| Independence Realty Trust In (IRT) | 0.3 | $1.7M | 200k | 8.25 | |
| Ameres (AMRC) | 0.3 | $1.5M | 153k | 10.02 | |
| Pentair | 0.3 | $1.5M | 24k | 64.94 | |
| Casella Waste Systems (CWST) | 0.3 | $1.4M | 237k | 5.75 | |
| JetBlue Airways Corporation (JBLU) | 0.3 | $1.3M | 200k | 6.66 | |
| Sempra Energy (SRE) | 0.3 | $1.3M | 15k | 85.60 | |
| China Ming Yang Wind Power | 0.3 | $1.3M | 525k | 2.39 | |
| Polypore International | 0.2 | $1.2M | 30k | 40.97 | |
| Ormat Technologies (ORA) | 0.2 | $1.2M | 45k | 26.78 | |
| Sunopta (STKL) | 0.2 | $1.1M | 118k | 9.72 | |
| ReneSola | 0.2 | $1.1M | 220k | 4.99 | |
| Quanta Services (PWR) | 0.2 | $1.1M | 40k | 27.50 | |
| Exone | 0.2 | $1.1M | 26k | 42.59 | |
| Amtech Systems (ASYS) | 0.2 | $1.0M | 138k | 7.30 | |
| Constellium Holdco B V cl a | 0.2 | $1.0M | 52k | 19.40 | |
| NCI Building Systems | 0.2 | $927k | 73k | 12.73 | |
| CECO Environmental (CECO) | 0.2 | $943k | 67k | 14.07 | |
| Itron (ITRI) | 0.2 | $857k | 20k | 42.85 | |
| 2060000 Power Solutions International (PSIX) | 0.2 | $887k | 15k | 59.13 | |
| Franks Intl N V | 0.2 | $898k | 30k | 29.93 | |
| ESCO Technologies (ESE) | 0.2 | $831k | 25k | 33.24 | |
| Marrone Bio Innovations | 0.2 | $843k | 50k | 16.86 | |
| Bunge | 0.2 | $759k | 10k | 75.90 | |
| Mrc Global Inc cmn (MRC) | 0.2 | $804k | 30k | 26.80 | |
| Tutor Perini Corporation (TPC) | 0.1 | $746k | 35k | 21.31 | |
| ProShares UltraShort Euro (EUO) | 0.1 | $698k | 39k | 17.76 | |
| Gt Solar Int'l | 0.1 | $706k | 83k | 8.51 | |
| Spreadtrum Communications | 0.1 | $609k | 20k | 30.45 | |
| Apple (AAPL) | 0.1 | $477k | 1.0k | 477.00 | |
| priceline.com Incorporated | 0.1 | $505k | 500.00 | 1010.00 | |
| Tibco Software | 0.1 | $435k | 17k | 25.59 | |
| Spectranetics Corporation | 0.1 | $420k | 25k | 16.80 | |
| ZBB Energy Corporation (ZBB) | 0.1 | $450k | 2.4M | 0.19 | |
| Globe Specialty Metals | 0.1 | $385k | 25k | 15.40 | |
| Zimmer Holdings (ZBH) | 0.1 | $411k | 5.0k | 82.20 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.1 | $372k | 50k | 7.44 | |
| St. Jude Medical | 0.1 | $402k | 7.5k | 53.60 | |
| Zoetis Inc Cl A (ZTS) | 0.1 | $373k | 12k | 31.08 | |
| Cardinal Health (CAH) | 0.1 | $339k | 6.5k | 52.15 | |
| Edwards Lifesciences (EW) | 0.1 | $348k | 5.0k | 69.60 | |
| Aetna | 0.1 | $320k | 5.0k | 64.00 | |
| McKesson Corporation (MCK) | 0.1 | $321k | 2.5k | 128.40 | |
| Louisiana-Pacific Corporation (LPX) | 0.1 | $352k | 20k | 17.60 | |
| Alcatel-Lucent | 0.1 | $353k | 100k | 3.53 | |
| Avago Technologies | 0.1 | $345k | 8.0k | 43.12 | |
| FutureFuel (FF) | 0.1 | $359k | 20k | 17.95 | |
| Responsys | 0.1 | $330k | 20k | 16.50 | |
| Proshares Tr Ii Ultrashort Ye etf (YCS) | 0.1 | $367k | 5.9k | 62.20 | |
| Weyerhaeuser Company (WY) | 0.1 | $286k | 10k | 28.60 | |
| Live Nation Entertainment (LYV) | 0.1 | $297k | 16k | 18.56 | |
| Perfect World | 0.1 | $299k | 15k | 19.93 | |
| Trinity Biotech | 0.1 | $272k | 13k | 21.76 | |
| TAL Education (TAL) | 0.1 | $290k | 20k | 14.50 | |
| Icon (ICLR) | 0.1 | $307k | 7.5k | 40.93 | |
| Health Care SPDR (XLV) | 0.1 | $253k | 5.0k | 50.60 | |
| Xilinx | 0.1 | $234k | 5.0k | 46.80 | |
| Integrated Device Technology | 0.1 | $236k | 25k | 9.44 | |
| Merck & Co (MRK) | 0.1 | $238k | 5.0k | 47.60 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $256k | 5.0k | 51.20 | |
| Sina Corporation | 0.1 | $244k | 3.0k | 81.33 | |
| Dycom Industries (DY) | 0.1 | $224k | 8.0k | 28.00 | |
| Jabil Circuit (JBL) | 0.1 | $260k | 12k | 21.67 | |
| LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) | 0.1 | $221k | 25k | 8.84 | |
| Volcano Corporation | 0.1 | $240k | 10k | 24.00 | |
| Callidus Software | 0.1 | $229k | 25k | 9.16 | |
| Country Syl Ckng Restaurant Chain | 0.1 | $230k | 25k | 9.20 | |
| Servicesource | 0.1 | $242k | 20k | 12.10 | |
| Metropcs Communications (TMUS) | 0.1 | $234k | 9.0k | 26.00 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $201k | 5.0k | 40.20 | |
| OraSure Technologies (OSUR) | 0.0 | $210k | 35k | 6.00 | |
| Qlik Technologies | 0.0 | $219k | 6.4k | 34.22 | |
| China Lodging | 0.0 | $209k | 11k | 19.00 | |
| AtriCure (ATRC) | 0.0 | $192k | 18k | 10.97 | |
| 21vianet Group (VNET) | 0.0 | $198k | 12k | 16.50 | |
| Infoblox | 0.0 | $209k | 5.0k | 41.80 | |
| E-House | 0.0 | $138k | 15k | 9.20 | |
| Multi-Fineline Electronix | 0.0 | $162k | 10k | 16.20 | |
| Poly | 0.0 | $164k | 15k | 10.93 | |
| Sonus Networks | 0.0 | $169k | 50k | 3.38 | |
| Spansion | 0.0 | $151k | 15k | 10.07 | |
| Rda Microelectronics | 0.0 | $168k | 11k | 15.27 | |
| Renren Inc- | 0.0 | $135k | 40k | 3.38 | |
| Rubicon Technology | 0.0 | $121k | 10k | 12.10 | |
| Vanda Pharmaceuticals (VNDA) | 0.0 | $110k | 10k | 11.00 | |
| Audiocodes Ltd Com Stk (AUDC) | 0.0 | $98k | 14k | 7.00 | |
| Dyax | 0.0 | $103k | 15k | 6.87 | |
| Westell Technologies | 0.0 | $101k | 30k | 3.37 | |
| Portugal Telecom, SGPS | 0.0 | $67k | 15k | 4.47 | |
| Nanosphere | 0.0 | $30k | 15k | 2.00 | |
| MiMedx (MDXG) | 0.0 | $42k | 10k | 4.20 |
