Columbus Circle Investors

Columbus Circle Investors as of Dec. 31, 2011

Portfolio Holdings for Columbus Circle Investors

Columbus Circle Investors holds 250 positions in its portfolio as reported in the December 2011 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Apple (AAPL) 3.9 $464M 1.1M 405.00
Qualcomm (QCOM) 2.6 $314M 5.7M 54.70
MasterCard Incorporated (MA) 2.2 $266M 714k 372.82
Starbucks Corporation (SBUX) 2.0 $245M 5.3M 46.01
Caterpillar (CAT) 1.8 $211M 2.3M 90.60
Whole Foods Market 1.7 $199M 2.9M 69.58
Google 1.6 $197M 305k 645.90
Pfizer (PFE) 1.6 $190M 8.8M 21.64
Coca-Cola Company (KO) 1.6 $186M 2.7M 69.97
Ford Motor Company (F) 1.6 $186M 17M 10.76
Cabot Oil & Gas Corporation (CTRA) 1.5 $182M 2.4M 75.90
Home Depot (HD) 1.5 $182M 4.3M 42.04
Allergan 1.5 $175M 2.0M 87.74
Visa (V) 1.5 $175M 1.7M 101.53
Amazon (AMZN) 1.5 $175M 1.0M 173.10
Las Vegas Sands (LVS) 1.4 $170M 4.0M 42.73
Deere & Company (DE) 1.4 $165M 2.1M 77.35
McDonald's Corporation (MCD) 1.4 $163M 1.6M 100.33
Watson Pharmaceuticals 1.4 $162M 2.7M 60.34
Estee Lauder Companies (EL) 1.3 $158M 1.4M 112.32
Discover Financial Services (DFS) 1.3 $153M 6.4M 24.00
Nike (NKE) 1.3 $151M 1.6M 96.37
American Express Company (AXP) 1.2 $149M 3.2M 47.17
Bed Bath & Beyond 1.2 $146M 2.5M 57.97
priceline.com Incorporated 1.2 $143M 307k 467.71
National-Oilwell Var 1.2 $142M 2.1M 67.99
salesforce (CRM) 1.2 $142M 1.4M 101.46
Accenture (ACN) 1.2 $140M 2.6M 53.23
SanDisk Corporation 1.1 $131M 2.7M 49.21
Cognizant Technology Solutions (CTSH) 1.0 $123M 1.9M 64.31
Chicago Bridge & Iron Company 1.0 $122M 3.2M 37.80
Monsanto Company 1.0 $119M 1.7M 70.07
Apache Corporation 1.0 $120M 1.3M 90.58
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.9 $112M 1.7M 64.92
FedEx Corporation (FDX) 0.9 $112M 1.3M 83.51
Oracle Corporation (ORCL) 0.9 $110M 4.3M 25.65
Occidental Petroleum Corporation (OXY) 0.9 $107M 1.1M 93.70
Electronic Arts (EA) 0.9 $103M 5.0M 20.60
Ens 0.8 $101M 2.2M 46.92
IAC/InterActive 0.8 $95M 2.2M 42.60
Cummins (CMI) 0.7 $89M 1.0M 88.02
Directv 0.7 $87M 2.0M 42.76
Hershey Company (HSY) 0.7 $87M 1.4M 61.78
Cooper Companies 0.7 $85M 1.2M 70.52
Alexion Pharmaceuticals 0.7 $85M 1.2M 71.50
Teradata Corporation (TDC) 0.7 $84M 1.7M 48.51
Potash Corp. Of Saskatchewan I 0.7 $84M 2.0M 41.28
Limited Brands 0.7 $80M 2.0M 40.35
Gilead Sciences (GILD) 0.7 $80M 2.0M 40.93
CommVault Systems (CVLT) 0.7 $80M 1.9M 42.72
eBay (EBAY) 0.6 $74M 2.4M 30.33
BE Aerospace 0.6 $71M 1.8M 38.71
Capital One Financial (COF) 0.6 $72M 1.7M 42.29
VMware 0.6 $71M 858k 83.19
Polaris Industries (PII) 0.6 $70M 1.3M 55.98
Tempur-Pedic International (TPX) 0.6 $71M 1.3M 52.53
Signature Bank (SBNY) 0.6 $70M 1.2M 59.99
NetApp (NTAP) 0.6 $68M 1.9M 36.27
Cadence Design Systems (CDNS) 0.5 $63M 6.1M 10.40
Cubist Pharmaceuticals 0.5 $63M 1.6M 39.62
Chart Industries (GTLS) 0.5 $61M 1.1M 54.07
Under Armour (UAA) 0.5 $56M 778k 71.79
Biogen Idec (BIIB) 0.5 $55M 501k 110.05
Sxc Health Solutions Corp 0.4 $53M 939k 56.48
Clean Harbors (CLH) 0.4 $51M 800k 63.73
Shire 0.4 $51M 488k 103.90
Genesee & Wyoming 0.4 $50M 824k 60.58
Valeant Pharmaceuticals Int 0.4 $48M 1.0M 46.69
Patterson-UTI Energy (PTEN) 0.4 $46M 2.3M 19.98
Riverbed Technology 0.4 $46M 2.0M 23.50
Steven Madden (SHOO) 0.4 $45M 1.3M 34.50
Panera Bread Company 0.4 $44M 314k 141.45
Avago Technologies 0.4 $44M 1.5M 28.86
A. O. Smith Corporation (AOS) 0.3 $42M 1.0M 40.12
Heartland Payment Systems 0.3 $41M 1.7M 24.36
Gnc Holdings Inc Cl A 0.3 $40M 1.4M 28.95
Cognex Corporation (CGNX) 0.3 $40M 1.1M 35.79
Robbins & Myers 0.3 $40M 822k 48.55
Triumph (TGI) 0.3 $40M 686k 58.45
Cavium 0.3 $40M 1.4M 28.43
Bankrate 0.3 $40M 1.9M 21.50
Synchronoss Technologies 0.3 $38M 1.3M 30.21
Humana (HUM) 0.3 $38M 430k 87.61
DSW 0.3 $37M 843k 44.21
Universal Display Corporation (OLED) 0.3 $37M 1.0M 36.69
Kansas City Southern 0.3 $37M 547k 68.01
Apollo 0.3 $36M 659k 53.87
Novellus Systems 0.3 $36M 873k 41.29
Elizabeth Arden 0.3 $34M 929k 37.04
VeriFone Systems 0.3 $35M 975k 35.52
HMS Holdings 0.3 $35M 1.1M 31.98
Silicon Motion Technology (SIMO) 0.3 $35M 1.7M 20.48
Tractor Supply Company (TSCO) 0.3 $33M 475k 70.15
Education Management (EDMCQ) 0.3 $34M 1.2M 27.99
Gartner (IT) 0.3 $32M 919k 34.77
Perrigo Company 0.3 $33M 335k 97.30
Rex Energy Corporation 0.3 $32M 2.2M 14.76
Genes (GCO) 0.3 $32M 514k 61.74
Liquidity Services (LQDT) 0.3 $31M 835k 36.90
FEI Company 0.3 $31M 757k 40.78
Endologix 0.3 $31M 2.7M 11.48
Range Resources (RRC) 0.2 $30M 478k 61.94
ZOLL Medical Corporation 0.2 $30M 469k 63.18
Alliance Data Systems Corporation (BFH) 0.2 $30M 290k 103.84
Take-Two Interactive Software (TTWO) 0.2 $30M 2.2M 13.55
Zumiez (ZUMZ) 0.2 $30M 1.1M 27.76
SM Energy (SM) 0.2 $30M 408k 73.10
Ultratech 0.2 $29M 1.2M 24.57
TreeHouse Foods (THS) 0.2 $28M 431k 65.38
FTI Consulting (FCN) 0.2 $27M 641k 42.42
Stericycle (SRCL) 0.2 $28M 354k 77.92
OSI Systems (OSIS) 0.2 $27M 555k 48.78
Basic Energy Services 0.2 $28M 1.4M 19.70
Carpenter Technology Corporation (CRS) 0.2 $27M 527k 51.48
Allied Nevada Gold 0.2 $28M 925k 30.28
Arcos Dorados Holdings (ARCO) 0.2 $27M 1.3M 20.53
Pioneer Natural Resources 0.2 $26M 295k 89.48
Select Comfort 0.2 $27M 1.2M 21.69
Prosperity Bancshares (PB) 0.2 $27M 667k 40.35
Children's Place Retail Stores (PLCE) 0.2 $26M 487k 53.12
SuccessFactors 0.2 $26M 663k 39.87
Crocs (CROX) 0.2 $26M 1.7M 14.77
Domino's Pizza (DPZ) 0.2 $25M 737k 33.95
HEICO Corporation (HEI) 0.2 $25M 435k 58.48
Oasis Petroleum 0.2 $25M 869k 29.09
Fossil 0.2 $24M 307k 79.36
Red Hat 0.2 $24M 584k 41.29
Roper Industries (ROP) 0.2 $24M 279k 86.87
HealthSpring 0.2 $24M 436k 54.54
Kenexa Corporation 0.2 $24M 914k 26.70
American Public Education (APEI) 0.2 $25M 567k 43.28
Merit Medical Systems (MMSI) 0.2 $24M 1.8M 13.38
Vera Bradley (VRA) 0.2 $24M 752k 32.25
SBA Communications Corporation 0.2 $23M 540k 42.96
Mead Johnson Nutrition 0.2 $23M 329k 68.73
Intuit (INTU) 0.2 $23M 428k 52.59
MAKO Surgical 0.2 $23M 919k 25.21
Expedia (EXPE) 0.2 $23M 788k 29.02
Gen-Probe Incorporated 0.2 $22M 369k 59.12
EMC Corporation 0.2 $22M 999k 21.54
Medicis Pharmaceutical Corporation 0.2 $21M 643k 33.25
Stamps 0.2 $22M 845k 26.13
Citrix Systems 0.2 $20M 331k 60.72
Arbitron 0.2 $21M 606k 34.41
Foot Locker (FL) 0.2 $21M 870k 23.84
Sotheby's 0.2 $21M 718k 28.53
ARM Holdings 0.2 $21M 744k 27.67
Haynes International (HAYN) 0.2 $20M 363k 54.60
National Instruments 0.2 $20M 781k 25.95
Edwards Lifesciences (EW) 0.2 $20M 278k 70.70
Express Scripts 0.2 $19M 416k 44.69
Rosetta Resources 0.2 $19M 428k 43.50
Rovi Corporation 0.2 $19M 785k 24.58
Hain Celestial (HAIN) 0.2 $20M 532k 36.66
Eldorado Gold Corp 0.2 $20M 1.4M 13.71
Cardinal Health (CAH) 0.1 $19M 455k 40.61
Kennametal (KMT) 0.1 $18M 478k 36.52
Concho Resources 0.1 $18M 190k 93.75
Hibbett Sports (HIBB) 0.1 $18M 401k 45.18
NetSuite 0.1 $18M 435k 40.55
TransDigm Group Incorporated (TDG) 0.1 $16M 171k 95.68
Rli (RLI) 0.1 $15M 208k 72.86
FMC Technologies 0.1 $16M 298k 52.23
CenturyLink 0.1 $16M 419k 37.20
Pioneer Drilling Company 0.1 $16M 1.6M 9.68
True Religion Apparel 0.1 $16M 454k 34.58
Taleo Corporation 0.1 $15M 399k 38.69
Albemarle Corporation (ALB) 0.1 $16M 313k 51.51
Volcano Corporation 0.1 $16M 671k 23.79
Acme Packet 0.1 $15M 498k 30.91
Body Central Acquisition Corporation 0.1 $16M 640k 24.96
American Tower Reit (AMT) 0.1 $16M 260k 60.01
Tripadvisor (TRIP) 0.1 $15M 598k 25.21
Jazz Pharmaceuticals (JAZZ) 0.1 $16M 406k 38.63
Cerner Corporation 0.1 $14M 231k 61.25
Atlas Air Worldwide Holdings 0.1 $15M 384k 38.43
Bill Barrett Corporation 0.1 $14M 416k 34.07
Gardner Denver 0.1 $14M 187k 77.06
RTI International Metals 0.1 $14M 594k 23.21
Quality Systems 0.1 $15M 391k 36.99
Lattice Semiconductor (LSCC) 0.1 $15M 2.5M 5.94
Charter Communications 0.1 $14M 253k 56.94
MercadoLibre (MELI) 0.1 $13M 158k 79.54
Kronos Worldwide (KRO) 0.1 $13M 724k 18.04
Caribou Coffee Company 0.1 $13M 915k 13.95
Sensata Technologies Hldg Bv 0.1 $13M 487k 26.28
Nuance Communications 0.1 $12M 493k 25.16
Pall Corporation 0.1 $11M 200k 57.15
Catalyst Health Solutions 0.1 $12M 224k 52.00
Deckers Outdoor Corporation (DECK) 0.1 $12M 163k 75.57
Huron Consulting (HURN) 0.1 $12M 299k 38.74
Ezchip Semiconductor Lt 0.1 $12M 426k 28.33
Roche Holding (RHHBY) 0.1 $12M 275k 42.56
DaVita (DVA) 0.1 $11M 150k 75.81
Lam Research Corporation 0.1 $11M 307k 37.02
BroadSoft 0.1 $10M 343k 30.20
Aercap Holdings Nv Ord Cmn (AER) 0.1 $9.5M 841k 11.29
Zagg 0.1 $9.6M 1.4M 7.07
Smart Balance 0.1 $8.3M 1.6M 5.36
Cornerstone Ondemand 0.1 $8.6M 473k 18.24
Health Management Associates 0.1 $7.2M 980k 7.37
Equinix 0.1 $6.8M 67k 101.40
BioMarin Pharmaceutical (BMRN) 0.1 $5.8M 169k 34.38
InterMune 0.1 $5.8M 459k 12.60
Intuitive Surgical (ISRG) 0.1 $6.3M 14k 463.04
Merck & Co (MRK) 0.1 $5.7M 152k 37.70
Par Pharmaceutical Companies 0.1 $5.7M 175k 32.73
Altera Corporation 0.1 $6.4M 171k 37.10
Healthsouth 0.1 $5.7M 324k 17.67
Keynote Systems 0.1 $5.5M 269k 20.54
3SBio (SSRX) 0.1 $6.5M 633k 10.22
Tesla Motors (TSLA) 0.1 $5.6M 195k 28.56
Amarin Corporation (AMRN) 0.1 $6.6M 877k 7.49
iShares Dow Jones US Medical Dev. (IHI) 0.1 $5.7M 97k 58.76
Medtronic 0.0 $4.4M 114k 38.25
WellCare Health Plans 0.0 $4.2M 81k 52.49
Stryker Corporation (SYK) 0.0 $4.3M 86k 49.71
Zimmer Holdings (ZBH) 0.0 $4.3M 80k 53.42
Allot Communications (ALLT) 0.0 $4.5M 296k 15.20
United Parcel Service (UPS) 0.0 $3.6M 50k 73.20
Thoratec Corporation 0.0 $4.0M 120k 33.56
Micron Technology (MU) 0.0 $4.0M 632k 6.29
Alere 0.0 $3.4M 148k 23.09
FARO Technologies (FARO) 0.0 $3.4M 74k 46.00
Salix Pharmaceuticals 0.0 $3.5M 73k 47.84
Arm Holdings Plc fgn 0.0 $3.2M 353k 9.18
International Business Machines (IBM) 0.0 $2.0M 11k 183.87
McGrath Rent (MGRC) 0.0 $2.7M 93k 28.99
Questcor Pharmaceuticals 0.0 $2.8M 66k 41.58
Monotype Imaging Holdings 0.0 $2.8M 180k 15.59
Susser Holdings Corporation 0.0 $2.6M 115k 22.62
Wright Medical 0.0 $2.4M 143k 16.50
Garmin (GRMN) 0.0 $3.0M 75k 39.81
Tangoe 0.0 $2.3M 150k 15.40
Michael Kors Holdings 0.0 $2.0M 73k 27.26
Zynga 0.0 $2.8M 295k 9.41
Grand Canyon Education (LOPE) 0.0 $709k 44k 15.97
Arctic Cat 0.0 $649k 29k 22.53
Oceaneering International (OII) 0.0 $1.6M 34k 46.12
Advisory Board Company 0.0 $1.6M 22k 74.19
Halozyme Therapeutics (HALO) 0.0 $1.7M 183k 9.51
Bridgepoint Education 0.0 $1.7M 75k 23.00
Imperva 0.0 $1.8M 51k 34.80
Mattress Firm Holding 0.0 $1.4M 62k 23.19
Crown Castle International 0.0 $573k 13k 44.77
JDS Uniphase Corporation 0.0 $363k 35k 10.43
Asml Holding Nv Adr depository receipts 0.0 $302k 7.2k 41.84
KLA-Tencor Corporation (KLAC) 0.0 $294k 6.1k 48.20
Rackspace Hosting 0.0 $269k 6.3k 43.03
iShares Russell Midcap Growth Idx. (IWP) 0.0 $597k 11k 55.05