Columbus Circle Investors

Columbus Circle Investors as of March 31, 2012

Portfolio Holdings for Columbus Circle Investors

Columbus Circle Investors holds 275 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Apple (AAPL) 4.7 $647M 1.1M 599.55
Qualcomm (QCOM) 2.8 $382M 5.6M 68.06
MasterCard Incorporated (MA) 1.9 $265M 631k 420.54
Starbucks Corporation (SBUX) 1.8 $247M 4.4M 55.89
Caterpillar (CAT) 1.7 $236M 2.2M 106.52
salesforce (CRM) 1.6 $229M 1.5M 154.51
Discover Financial Services (DFS) 1.6 $217M 6.5M 33.34
Visa (V) 1.5 $209M 1.8M 118.00
Home Depot (HD) 1.5 $207M 4.1M 50.31
Pfizer (PFE) 1.4 $197M 8.7M 22.65
Cummins (CMI) 1.4 $188M 1.6M 120.04
Allergan 1.3 $182M 1.9M 95.43
Capital One Financial (COF) 1.3 $180M 3.2M 55.74
priceline.com Incorporated 1.3 $180M 251k 717.50
Whole Foods Market 1.3 $176M 2.1M 83.20
American Express Company (AXP) 1.3 $174M 3.0M 57.86
Coca-Cola Company (KO) 1.2 $171M 2.3M 74.01
Deere & Company (DE) 1.2 $164M 2.0M 80.90
Accenture (ACN) 1.2 $163M 2.5M 64.50
Google 1.2 $160M 250k 641.24
Las Vegas Sands (LVS) 1.1 $158M 2.7M 57.57
Nike (NKE) 1.1 $158M 1.5M 108.44
Ford Motor Company (F) 1.1 $155M 12M 12.47
Monsanto Company 1.1 $148M 1.9M 79.76
Citrix Systems 1.1 $147M 1.9M 78.91
FedEx Corporation (FDX) 1.1 $145M 1.6M 91.96
Avago Technologies 1.0 $142M 3.6M 38.97
Cognizant Technology Solutions (CTSH) 1.0 $140M 1.8M 76.95
Cooper Companies 1.0 $139M 1.7M 81.71
Chicago Bridge & Iron Company 1.0 $137M 3.2M 43.19
Teradata Corporation (TDC) 0.9 $131M 1.9M 68.15
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.9 $130M 1.4M 92.89
EMC Corporation 0.9 $129M 4.3M 29.88
Bed Bath & Beyond 0.9 $123M 1.9M 65.77
Alexion Pharmaceuticals 0.9 $122M 1.3M 92.86
Valeant Pharmaceuticals Int 0.9 $122M 2.3M 53.69
IAC/InterActive 0.9 $119M 2.4M 49.09
Yum! Brands (YUM) 0.8 $117M 1.6M 71.18
Michael Kors Holdings 0.8 $113M 2.4M 46.59
National-Oilwell Var 0.8 $108M 1.4M 79.47
Cabot Oil & Gas Corporation (CTRA) 0.8 $107M 3.4M 31.17
VeriFone Systems 0.8 $104M 2.0M 51.87
Tempur-Pedic International (TPX) 0.8 $104M 1.2M 84.43
Occidental Petroleum Corporation (OXY) 0.7 $103M 1.1M 95.23
Estee Lauder Companies (EL) 0.7 $102M 1.6M 61.94
VMware 0.7 $98M 868k 112.37
Gnc Holdings Inc Cl A 0.7 $96M 2.8M 34.89
Gilead Sciences (GILD) 0.7 $94M 1.9M 48.86
CommVault Systems (CVLT) 0.7 $92M 1.9M 49.64
Limited Brands 0.7 $90M 1.9M 48.00
Union Pacific Corporation (UNP) 0.6 $89M 828k 107.48
eBay (EBAY) 0.6 $85M 2.3M 36.90
Noble Energy 0.6 $85M 867k 97.78
Industries N shs - a - (LYB) 0.6 $84M 1.9M 43.65
BE Aerospace 0.6 $83M 1.8M 46.47
Chart Industries (GTLS) 0.6 $83M 1.1M 73.33
BorgWarner (BWA) 0.6 $80M 953k 84.34
Biogen Idec (BIIB) 0.6 $79M 630k 126.00
Cadence Design Systems (CDNS) 0.6 $77M 6.5M 11.84
JDS Uniphase Corporation 0.6 $78M 5.4M 14.49
Ens 0.6 $76M 1.4M 52.93
Under Armour (UAA) 0.5 $72M 766k 94.00
Sxc Health Solutions Corp 0.5 $70M 934k 74.96
Signature Bank (SBNY) 0.5 $67M 1.1M 63.04
MGM Resorts International. (MGM) 0.5 $64M 4.7M 13.62
LSI Corporation 0.5 $64M 7.3M 8.68
Lululemon Athletica (LULU) 0.5 $63M 847k 74.73
Cubist Pharmaceuticals 0.4 $58M 1.3M 43.25
Steven Madden (SHOO) 0.4 $55M 1.3M 42.75
Tripadvisor (TRIP) 0.4 $56M 1.6M 35.67
Clean Harbors (CLH) 0.4 $53M 791k 67.33
Cree 0.4 $54M 1.7M 31.63
United Rentals (URI) 0.4 $52M 1.2M 42.89
H.B. Fuller Company (FUL) 0.4 $53M 1.6M 32.83
FMC Technologies 0.4 $50M 993k 50.42
Heartland Payment Systems 0.3 $48M 1.7M 28.84
Polaris Industries (PII) 0.3 $46M 643k 72.15
Eagle Materials (EXP) 0.3 $47M 1.4M 34.75
Cognex Corporation (CGNX) 0.3 $47M 1.1M 42.36
A. O. Smith Corporation (AOS) 0.3 $47M 1.0M 44.95
Liquidity Services (LQDT) 0.3 $48M 1.1M 44.80
Novellus Systems 0.3 $45M 901k 49.91
Bankrate 0.3 $46M 1.9M 24.75
Chipotle Mexican Grill (CMG) 0.3 $44M 106k 418.00
Triumph (TGI) 0.3 $44M 701k 62.66
Sherwin-Williams Company (SHW) 0.3 $43M 396k 108.67
IPG Photonics Corporation (IPGP) 0.3 $42M 813k 52.05
Tractor Supply Company (TSCO) 0.3 $42M 466k 90.56
Select Comfort 0.3 $41M 1.3M 32.39
DSW 0.3 $40M 724k 54.77
Lattice Semiconductor (LSCC) 0.3 $40M 6.2M 6.43
Endologix 0.3 $41M 2.8M 14.65
Masco Corporation (MAS) 0.3 $38M 2.9M 13.37
Genes (GCO) 0.3 $39M 543k 71.65
Zumiez (ZUMZ) 0.3 $39M 1.1M 36.11
Trimble Navigation (TRMB) 0.3 $37M 679k 54.42
Take-Two Interactive Software (TTWO) 0.3 $38M 2.4M 15.39
Ezchip Semiconductor Lt 0.3 $37M 859k 43.33
Humana (HUM) 0.3 $37M 396k 92.48
Raymond James Financial (RJF) 0.3 $36M 972k 36.53
Elizabeth Arden 0.2 $35M 993k 34.98
Prosperity Bancshares (PB) 0.2 $35M 758k 45.80
Plexus (PLXS) 0.2 $34M 975k 34.99
Parametric Technology 0.2 $34M 1.2M 27.94
Edwards Lifesciences (EW) 0.2 $34M 461k 72.73
Agilent Technologies Inc C ommon (A) 0.2 $33M 748k 44.51
OSI Systems (OSIS) 0.2 $33M 545k 61.30
Salix Pharmaceuticals 0.2 $34M 645k 52.50
FEI Company 0.2 $34M 690k 49.11
Sotheby's 0.2 $32M 806k 39.34
Brunswick Corporation (BC) 0.2 $32M 1.3M 25.75
Colfax Corporation 0.2 $31M 888k 35.24
MAKO Surgical 0.2 $32M 767k 42.15
Chemtura Corporation 0.2 $32M 1.9M 16.98
Expedia (EXPE) 0.2 $32M 951k 33.44
Alliance Data Systems Corporation (BFH) 0.2 $31M 247k 125.96
Genesee & Wyoming 0.2 $31M 566k 54.58
HMS Holdings 0.2 $31M 996k 31.21
Allied Nevada Gold 0.2 $30M 916k 32.53
Westport Innovations 0.2 $31M 758k 40.92
Domino's Pizza (DPZ) 0.2 $29M 785k 36.30
Francescas Hldgs Corp 0.2 $29M 912k 31.61
Jazz Pharmaceuticals (JAZZ) 0.2 $29M 604k 48.47
Ryland 0.2 $28M 1.4M 19.28
Eastman Chemical Company (EMN) 0.2 $27M 524k 51.69
USG Corporation 0.2 $27M 1.6M 17.20
Micron Technology (MU) 0.2 $28M 3.5M 8.10
Hain Celestial (HAIN) 0.2 $28M 632k 43.81
Ultratech 0.2 $26M 896k 28.98
Kennametal (KMT) 0.2 $26M 589k 44.53
SBA Communications Corporation 0.2 $27M 525k 50.81
Concho Resources 0.2 $26M 255k 102.08
Haynes International (HAYN) 0.2 $26M 413k 63.35
Approach Resources 0.2 $26M 694k 36.95
Oasis Petroleum 0.2 $27M 872k 30.83
Lumber Liquidators Holdings 0.2 $25M 1.0M 25.11
Foot Locker (FL) 0.2 $25M 792k 31.05
Medivation 0.2 $25M 334k 74.72
Panera Bread Company 0.2 $25M 158k 160.92
Westlake Chemical Corporation (WLK) 0.2 $25M 383k 64.79
Silicon Motion Technology (SIMO) 0.2 $25M 1.3M 19.37
Charter Communications 0.2 $25M 397k 63.45
FTI Consulting (FCN) 0.2 $23M 608k 37.52
Gartner (IT) 0.2 $24M 551k 42.64
Lennar Corporation (LEN) 0.2 $22M 820k 27.18
Intuitive Surgical (ISRG) 0.2 $22M 41k 541.74
Fifth Third Ban (FITB) 0.2 $22M 1.5M 14.04
Rex Energy Corporation 0.2 $23M 2.1M 10.68
Universal Display Corporation (OLED) 0.2 $23M 617k 36.53
Intuit (INTU) 0.2 $23M 374k 60.16
Stamps 0.2 $22M 785k 27.88
Covidien 0.2 $21M 392k 54.68
Hologic (HOLX) 0.1 $21M 962k 21.55
WellPoint 0.1 $21M 290k 73.80
Medicis Pharmaceutical Corporation 0.1 $21M 568k 37.59
Rosetta Resources 0.1 $21M 429k 48.76
Siemens (SIEGY) 0.1 $21M 204k 100.84
Yamana Gold 0.1 $21M 1.3M 15.62
Tangoe 0.1 $21M 1.1M 18.81
Owens Corning (OC) 0.1 $19M 530k 36.03
Rli (RLI) 0.1 $19M 269k 71.64
Walgreen Company 0.1 $19M 572k 33.49
MercadoLibre (MELI) 0.1 $20M 204k 97.79
Lam Research Corporation 0.1 $19M 425k 44.62
Kenexa Corporation 0.1 $19M 614k 31.24
Vera Bradley (VRA) 0.1 $19M 621k 30.19
Range Resources (RRC) 0.1 $18M 301k 58.14
Stryker Corporation (SYK) 0.1 $18M 323k 55.48
Tenne 0.1 $18M 489k 37.15
US Airways 0.1 $18M 2.3M 7.59
Watson Pharmaceuticals 0.1 $18M 274k 67.06
Huron Consulting (HURN) 0.1 $19M 492k 37.56
Kansas City Southern 0.1 $18M 245k 71.69
Aruba Networks 0.1 $18M 815k 22.28
Roche Holding (RHHBY) 0.1 $18M 402k 43.45
ACI Worldwide (ACIW) 0.1 $16M 403k 40.27
Scientific Games (LNW) 0.1 $17M 1.4M 11.66
Pioneer Natural Resources 0.1 $17M 149k 111.59
Perrigo Company 0.1 $17M 163k 103.31
Hibbett Sports (HIBB) 0.1 $17M 310k 54.55
Skyworks Solutions (SWKS) 0.1 $17M 625k 27.65
Buffalo Wild Wings 0.1 $17M 189k 90.69
Mellanox Technologies 0.1 $17M 405k 41.83
Allot Communications (ALLT) 0.1 $16M 703k 23.25
Body Central Acquisition Corporation 0.1 $16M 556k 29.02
Hca Holdings (HCA) 0.1 $16M 664k 24.74
Mead Johnson Nutrition 0.1 $16M 188k 82.48
Acuity Brands (AYI) 0.1 $15M 244k 62.83
Fuel Systems Solutions 0.1 $15M 568k 26.16
MarketAxess Holdings (MKTX) 0.1 $16M 424k 37.29
PrivateBan 0.1 $15M 970k 15.17
Amarin Corporation (AMRN) 0.1 $16M 1.4M 11.32
Fortinet (FTNT) 0.1 $15M 533k 27.65
Cornerstone Ondemand 0.1 $16M 720k 21.84
Delphi Automotive 0.1 $15M 479k 31.60
Regeneron Pharmaceuticals (REGN) 0.1 $15M 124k 116.62
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $14M 345k 41.01
Brown & Brown (BRO) 0.1 $14M 593k 23.78
Texas Capital Bancshares (TCBI) 0.1 $14M 415k 34.62
Questcor Pharmaceuticals 0.1 $13M 355k 37.62
Chico's FAS 0.1 $14M 944k 15.10
Sirius XM Radio 0.1 $14M 5.8M 2.31
Caribou Coffee Company 0.1 $15M 775k 18.64
Tim Participacoes Sa- 0.1 $14M 439k 32.26
Express Scripts Holding 0.1 $13M 245k 54.18
Radware Ltd ord (RDWR) 0.1 $12M 324k 37.44
BioMarin Pharmaceutical (BMRN) 0.1 $13M 376k 34.25
Shuffle Master 0.1 $13M 744k 17.60
Compuware Corporation 0.1 $12M 1.3M 9.19
Align Technology (ALGN) 0.1 $12M 432k 27.55
Quality Systems 0.1 $13M 300k 43.73
Healthsouth 0.1 $12M 575k 20.48
Linkedin Corp 0.1 $12M 115k 101.99
Sina Corporation 0.1 $12M 178k 65.00
Baidu (BIDU) 0.1 $11M 74k 145.77
Smart Balance 0.1 $11M 1.6M 6.61
Catalyst Health Solutions 0.1 $12M 180k 63.73
Oceaneering International (OII) 0.1 $11M 200k 53.89
Monolithic Power Systems (MPWR) 0.1 $11M 562k 19.67
Ziggo Nv 0.1 $11M 354k 31.19
St. Jude Medical 0.1 $9.9M 224k 44.31
Ixia 0.1 $9.6M 770k 12.51
InterMune 0.1 $8.3M 568k 14.67
Cardinal Health (CAH) 0.1 $8.1M 188k 43.11
DaVita (DVA) 0.1 $7.7M 85k 90.17
Delta Air Lines (DAL) 0.1 $8.1M 820k 9.92
Par Pharmaceutical Companies 0.1 $7.8M 201k 38.73
Synchronoss Technologies 0.1 $7.8M 243k 31.92
Elan Corporation 0.1 $8.9M 592k 15.01
Volcano Corporation 0.1 $8.7M 307k 28.38
Callidus Software 0.1 $8.0M 1.0M 7.81
3SBio (SSRX) 0.1 $8.9M 601k 14.80
Education Management (EDMCQ) 0.1 $9.0M 655k 13.69
Burberry (BRBY) 0.1 $8.1M 339k 23.95
Tornier Nv 0.1 $7.8M 302k 25.70
Rpx Corp 0.1 $7.9M 464k 16.96
C.R. Bard 0.1 $6.5M 66k 98.72
UnitedHealth (UNH) 0.1 $6.7M 114k 58.94
Shire 0.1 $6.4M 68k 94.74
Starwood Hotels & Resorts Worldwide 0.1 $6.9M 123k 56.41
Ciena Corporation (CIEN) 0.1 $7.0M 430k 16.19
Keynote Systems 0.1 $7.2M 366k 19.76
United Parcel Service (UPS) 0.0 $5.1M 63k 80.72
Gen-Probe Incorporated 0.0 $4.8M 73k 66.41
WellCare Health Plans 0.0 $5.5M 76k 71.88
Dex (DXCM) 0.0 $5.2M 500k 10.43
inContact, Inc . 0.0 $5.5M 979k 5.58
Procera Networks 0.0 $5.5M 245k 22.36
McGrath Rent (MGRC) 0.0 $3.7M 116k 32.11
Sirona Dental Systems 0.0 $4.2M 82k 51.54
Susser Holdings Corporation 0.0 $3.6M 142k 25.67
Volterra Semiconductor Corporation 0.0 $4.4M 128k 34.42
Cost Plus 0.0 $3.1M 176k 17.90
Standard Pacific 0.0 $2.2M 486k 4.46
Arctic Cat 0.0 $2.5M 59k 42.84
Broadcom Corporation 0.0 $2.2M 56k 39.30
H&E Equipment Services (HEES) 0.0 $2.1M 113k 18.92
American Tower Reit (AMT) 0.0 $3.0M 47k 63.01
Mattress Firm Holding 0.0 $2.8M 73k 37.90
Wolfson Microelect 0.0 $3.4M 1.1M 3.00
MAP Pharmaceuticals 0.0 $815k 57k 14.36
Hot Topic 0.0 $1.0M 102k 10.15
PerkinElmer (RVTY) 0.0 $1.6M 57k 27.67
Allscripts Healthcare Solutions (MDRX) 0.0 $734k 44k 16.61
FARO Technologies (FARO) 0.0 $2.0M 35k 58.32
Advisory Board Company 0.0 $1.1M 12k 88.61
Healthcare Services (HCSG) 0.0 $1.9M 88k 21.27
Smith & Wesson Holding Corporation 0.0 $1.9M 247k 7.75
Rackspace Hosting 0.0 $859k 15k 57.82
Ellie Mae 0.0 $1.2M 105k 11.16
Imperva 0.0 $1.4M 35k 39.16
Annie's 0.0 $1.7M 50k 34.84
Syngenta 0.0 $652k 9.5k 68.82
Qlik Technologies 0.0 $512k 16k 32.00
Youku 0.0 $347k 16k 22.01