Bluefin Investment Management as of Sept. 30, 2012
Portfolio Holdings for Bluefin Investment Management
Bluefin Investment Management holds 28 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 |
|---|---|---|---|---|---|
| Avago Technologies | 7.0 | $17M | 489k | 34.86 | |
| Catamaran | 6.7 | $16M | 167k | 97.97 | |
| Exacttarget | 6.5 | $16M | 660k | 24.22 | |
| Fortinet (FTNT) | 5.6 | $14M | 571k | 24.12 | |
| NuVasive | 5.4 | $13M | 576k | 22.91 | |
| Lions Gate Entertainment | 5.0 | $12M | 805k | 15.27 | |
| Volcano Corporation | 4.5 | $11M | 385k | 28.57 | |
| Express Scripts Holding | 4.5 | $11M | 173k | 62.63 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 4.4 | $11M | 111k | 96.30 | |
| Thoratec Corporation | 4.3 | $11M | 303k | 34.60 | |
| Cognizant Technology Solutions (CTSH) | 4.0 | $9.6M | 138k | 69.89 | |
| Waste Connections | 3.9 | $9.5M | 314k | 30.25 | |
| WESCO International (WCC) | 3.8 | $9.3M | 162k | 57.20 | |
| Heartland Express (HTLD) | 3.8 | $9.2M | 686k | 13.36 | |
| ValueClick | 3.4 | $8.2M | 477k | 17.16 | |
| United Rentals (URI) | 3.3 | $8.1M | 248k | 32.71 | |
| LogMeIn | 3.2 | $7.7M | 345k | 22.43 | |
| Abiomed | 2.8 | $6.8M | 325k | 20.99 | |
| OSI Systems (OSIS) | 2.5 | $6.2M | 79k | 77.84 | |
| Corrections Corporation of America | 2.5 | $6.1M | 182k | 33.45 | |
| Ancestry | 2.4 | $5.9M | 197k | 30.08 | |
| Gnc Holdings Inc Cl A | 2.2 | $5.5M | 141k | 38.97 | |
| Regal Entertainment | 2.2 | $5.4M | 386k | 14.07 | |
| Peregrine Semiconductor | 1.9 | $4.7M | 280k | 16.94 | |
| hhgregg (HGGG) | 1.7 | $4.2M | 615k | 6.90 | |
| SPS Commerce (SPSC) | 1.7 | $4.2M | 108k | 38.47 | |
| McGrath Rent (MGRC) | 0.4 | $1.1M | 40k | 26.09 | |
| Team | 0.3 | $717k | 23k | 31.87 |
