Cupps Capital Management as of June 30, 2014
Portfolio Holdings for Cupps Capital Management
Cupps Capital Management holds 206 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Restoration Hardware Hldgs I | 3.6 | $45M | 478k | 93.05 | |
| Dex (DXCM) | 2.7 | $33M | 841k | 39.66 | |
| Demandware | 2.6 | $32M | 457k | 69.37 | |
| NetSuite | 2.5 | $31M | 353k | 86.88 | |
| Insulet Corporation (PODD) | 2.2 | $27M | 679k | 39.67 | |
| Yelp Inc cl a (YELP) | 2.1 | $26M | 335k | 76.68 | |
| Tesla Motors (TSLA) | 2.0 | $25M | 102k | 240.06 | |
| Cavium | 1.8 | $22M | 446k | 49.66 | |
| Envestnet (ENV) | 1.7 | $21M | 422k | 48.92 | |
| Gt Solar Int'l | 1.6 | $20M | 1.1M | 18.60 | |
| Medidata Solutions | 1.6 | $20M | 472k | 42.81 | |
| Us Silica Hldgs (SLCA) | 1.6 | $20M | 360k | 55.44 | |
| Flotek Industries | 1.5 | $19M | 583k | 32.16 | |
| Cepheid | 1.5 | $18M | 377k | 47.94 | |
| iRobot Corporation (IRBT) | 1.5 | $18M | 440k | 40.95 | |
| Canadian Solar (CSIQ) | 1.4 | $17M | 543k | 31.26 | |
| Monolithic Power Systems (MPWR) | 1.4 | $17M | 394k | 42.35 | |
| Keurig Green Mtn | 1.2 | $15M | 121k | 124.60 | |
| Proto Labs (PRLB) | 1.2 | $15M | 179k | 81.91 | |
| Acadia Healthcare (ACHC) | 1.2 | $15M | 319k | 45.50 | |
| Financial Engines | 1.2 | $14M | 316k | 45.28 | |
| Facebook Inc cl a (META) | 1.1 | $14M | 210k | 67.29 | |
| Solarcity | 1.1 | $14M | 192k | 70.60 | |
| Illumina (ILMN) | 1.1 | $13M | 74k | 178.54 | |
| Super Micro Computer (SMCI) | 1.1 | $13M | 529k | 25.27 | |
| Shutterstock (SSTK) | 1.1 | $13M | 156k | 82.98 | |
| Ultimate Software | 1.0 | $13M | 93k | 138.17 | |
| Goodrich Petroleum Corporation | 1.0 | $13M | 463k | 27.60 | |
| Novadaq Technologies | 1.0 | $13M | 777k | 16.48 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 1.0 | $13M | 67k | 187.74 | |
| Benefitfocus | 1.0 | $12M | 264k | 46.22 | |
| Apple (AAPL) | 0.9 | $12M | 125k | 92.93 | |
| Spansion | 0.9 | $11M | 542k | 21.07 | |
| Fiesta Restaurant | 0.9 | $11M | 246k | 46.41 | |
| Servicenow (NOW) | 0.9 | $11M | 184k | 61.96 | |
| G-III Apparel (GIII) | 0.9 | $11M | 138k | 81.66 | |
| Del Friscos Restaurant | 0.9 | $11M | 405k | 27.56 | |
| Athlon Energy | 0.9 | $11M | 234k | 47.70 | |
| Pioneer Natural Resources | 0.9 | $11M | 47k | 229.80 | |
| Deckers Outdoor Corporation (DECK) | 0.9 | $11M | 124k | 86.33 | |
| Gentherm (THRM) | 0.8 | $11M | 236k | 44.45 | |
| Icon (ICLR) | 0.8 | $10M | 215k | 47.11 | |
| Vince Hldg | 0.8 | $10M | 277k | 36.62 | |
| Tutor Perini Corporation (TPC) | 0.8 | $10M | 314k | 31.74 | |
| Mobile Mini | 0.8 | $9.8M | 205k | 47.89 | |
| Grand Canyon Education (LOPE) | 0.8 | $9.7M | 210k | 45.97 | |
| Headwaters Incorporated | 0.8 | $9.6M | 691k | 13.89 | |
| Strategic Hotels & Resorts | 0.8 | $9.5M | 807k | 11.71 | |
| ACADIA Pharmaceuticals (ACAD) | 0.8 | $9.5M | 420k | 22.59 | |
| Swift Transportation Company | 0.8 | $9.5M | 375k | 25.23 | |
| NPS Pharmaceuticals | 0.8 | $9.4M | 284k | 33.05 | |
| NCI Building Systems | 0.8 | $9.4M | 485k | 19.43 | |
| Pdc Energy | 0.8 | $9.3M | 147k | 63.15 | |
| Arris | 0.7 | $9.2M | 283k | 32.53 | |
| 0.7 | $8.5M | 15k | 584.66 | ||
| Amazon (AMZN) | 0.7 | $8.5M | 26k | 324.75 | |
| InterMune | 0.7 | $8.1M | 184k | 44.15 | |
| Alnylam Pharmaceuticals (ALNY) | 0.7 | $8.2M | 130k | 63.17 | |
| JetBlue Airways Corporation (JBLU) | 0.7 | $8.0M | 736k | 10.85 | |
| Lattice Semiconductor (LSCC) | 0.7 | $8.0M | 972k | 8.25 | |
| Applied Materials (AMAT) | 0.6 | $7.7M | 343k | 22.55 | |
| Synergy Res Corp | 0.6 | $7.8M | 591k | 13.25 | |
| Fairchild Semiconductor International | 0.6 | $7.7M | 494k | 15.60 | |
| athenahealth | 0.6 | $7.6M | 61k | 125.13 | |
| Pacira Pharmaceuticals (PCRX) | 0.6 | $7.6M | 83k | 91.85 | |
| Concur Technologies | 0.6 | $7.2M | 77k | 93.34 | |
| Chuys Hldgs (CHUY) | 0.6 | $7.2M | 197k | 36.30 | |
| Molina Healthcare (MOH) | 0.6 | $7.0M | 157k | 44.63 | |
| Myriad Genetics (MYGN) | 0.6 | $7.0M | 179k | 38.91 | |
| Dyax | 0.6 | $7.0M | 733k | 9.60 | |
| United Rentals (URI) | 0.5 | $6.6M | 63k | 104.72 | |
| EXACT Sciences Corporation (EXAS) | 0.5 | $6.5M | 383k | 17.03 | |
| Workday Inc cl a (WDAY) | 0.5 | $6.5M | 72k | 89.85 | |
| Chipotle Mexican Grill (CMG) | 0.5 | $6.5M | 11k | 592.44 | |
| Astec Industries (ASTE) | 0.5 | $6.3M | 145k | 43.88 | |
| Hornbeck Offshore Services | 0.5 | $6.2M | 132k | 46.92 | |
| Tableau Software Inc Cl A | 0.5 | $6.1M | 86k | 71.32 | |
| Cornerstone Ondemand | 0.5 | $6.1M | 132k | 46.02 | |
| Berry Plastics (BERY) | 0.5 | $6.1M | 237k | 25.80 | |
| salesforce (CRM) | 0.5 | $5.8M | 100k | 58.07 | |
| Paylocity Holding Corporation (PCTY) | 0.5 | $5.7M | 265k | 21.63 | |
| Janus Capital | 0.5 | $5.6M | 445k | 12.48 | |
| Sangamo Biosciences (SGMO) | 0.4 | $5.2M | 344k | 15.27 | |
| CARBO Ceramics | 0.4 | $5.2M | 34k | 154.10 | |
| STAAR Surgical Company (STAA) | 0.4 | $5.1M | 301k | 16.80 | |
| Zillow | 0.4 | $5.1M | 36k | 142.91 | |
| Nxp Semiconductors N V (NXPI) | 0.4 | $4.9M | 74k | 66.17 | |
| Fireeye | 0.4 | $5.0M | 123k | 40.54 | |
| Google Inc Class C | 0.4 | $5.0M | 8.6k | 575.25 | |
| Repligen Corporation (RGEN) | 0.4 | $4.9M | 213k | 22.79 | |
| Wageworks | 0.4 | $4.8M | 100k | 48.21 | |
| Skyworks Solutions (SWKS) | 0.4 | $4.7M | 99k | 46.95 | |
| Cray | 0.4 | $4.7M | 178k | 26.60 | |
| Palo Alto Networks (PANW) | 0.4 | $4.7M | 56k | 83.84 | |
| Zulily Inc cl a | 0.4 | $4.6M | 111k | 40.95 | |
| Netflix (NFLX) | 0.4 | $4.4M | 10k | 440.56 | |
| Pandora Media | 0.3 | $4.3M | 146k | 29.50 | |
| Freescale Semiconductor Holdin | 0.3 | $4.2M | 178k | 23.50 | |
| Guidewire Software (GWRE) | 0.3 | $4.2M | 105k | 40.65 | |
| Stratasys (SSYS) | 0.3 | $4.1M | 36k | 113.63 | |
| Kate Spade & Co | 0.3 | $4.0M | 105k | 38.14 | |
| Delta Air Lines (DAL) | 0.3 | $3.8M | 98k | 38.72 | |
| Mueller Water Products (MWA) | 0.3 | $3.8M | 440k | 8.64 | |
| Alkermes (ALKS) | 0.3 | $3.9M | 77k | 50.33 | |
| Tripadvisor (TRIP) | 0.3 | $3.9M | 36k | 108.65 | |
| Precision Drilling Corporation | 0.3 | $3.8M | 265k | 14.16 | |
| Electronic Arts (EA) | 0.3 | $3.4M | 94k | 35.86 | |
| Micron Technology (MU) | 0.3 | $3.2M | 97k | 32.94 | |
| Gen | 0.3 | $3.3M | 171k | 19.10 | |
| Goodyear Tire & Rubber Company (GT) | 0.2 | $3.0M | 109k | 27.77 | |
| D Fluidigm Corp Del (LAB) | 0.2 | $3.0M | 103k | 29.39 | |
| Yum! Brands (YUM) | 0.2 | $2.9M | 36k | 81.19 | |
| Callaway Golf Company (MODG) | 0.2 | $3.0M | 359k | 8.32 | |
| Gilead Sciences (GILD) | 0.2 | $3.0M | 36k | 82.91 | |
| Callidus Software | 0.2 | $3.0M | 248k | 11.94 | |
| Varonis Sys (VRNS) | 0.2 | $2.7M | 95k | 29.00 | |
| Lam Research Corporation (LRCX) | 0.2 | $2.6M | 38k | 67.57 | |
| Omeros Corporation (OMER) | 0.2 | $2.6M | 150k | 17.39 | |
| Weatherford Intl Plc ord | 0.2 | $2.6M | 112k | 23.00 | |
| AeroVironment (AVAV) | 0.2 | $2.5M | 77k | 31.80 | |
| SanDisk Corporation | 0.2 | $2.4M | 23k | 104.40 | |
| Shutterfly | 0.2 | $2.5M | 58k | 43.05 | |
| Methanex Corp (MEOH) | 0.2 | $2.3M | 38k | 61.76 | |
| Concho Resources | 0.2 | $2.1M | 15k | 144.45 | |
| Rockwood Holdings | 0.2 | $2.1M | 28k | 75.99 | |
| Ophthotech | 0.2 | $2.0M | 48k | 42.29 | |
| Vanda Pharmaceuticals (VNDA) | 0.2 | $2.0M | 124k | 16.18 | |
| Avago Technologies | 0.2 | $2.0M | 28k | 72.04 | |
| KKR & Co | 0.2 | $2.0M | 81k | 24.32 | |
| American Tower Reit (AMT) | 0.2 | $1.9M | 21k | 89.97 | |
| Bluebird Bio (BLUE) | 0.2 | $2.0M | 52k | 38.57 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.8M | 19k | 94.68 | |
| Qihoo 360 Technologies Co Lt | 0.1 | $1.7M | 18k | 91.99 | |
| Level 3 Communications | 0.1 | $1.7M | 40k | 43.91 | |
| Salix Pharmaceuticals | 0.1 | $1.6M | 13k | 123.32 | |
| stock | 0.1 | $1.6M | 30k | 55.32 | |
| Envision Healthcare Hlds | 0.1 | $1.6M | 44k | 35.90 | |
| Brookdale Senior Living (BKD) | 0.1 | $1.4M | 42k | 33.32 | |
| Rentrak Corporation | 0.1 | $1.3M | 25k | 52.45 | |
| Under Armour (UAA) | 0.1 | $1.2M | 20k | 59.44 | |
| Halcon Resources | 0.1 | $1.2M | 165k | 7.29 | |
| Medivation | 0.1 | $1.1M | 14k | 77.06 | |
| Robert Half International (RHI) | 0.1 | $925k | 19k | 47.71 | |
| Buffalo Wild Wings | 0.1 | $826k | 5.0k | 165.53 | |
| Woodward Governor Company (WWD) | 0.1 | $879k | 18k | 50.16 | |
| Halliburton Company (HAL) | 0.1 | $682k | 9.6k | 70.93 | |
| BioMarin Pharmaceutical (BMRN) | 0.1 | $659k | 11k | 62.20 | |
| Polaris Industries (PII) | 0.1 | $561k | 4.3k | 130.07 | |
| Dow Chemical Company | 0.1 | $579k | 11k | 51.44 | |
| Visa (V) | 0.1 | $673k | 3.2k | 210.58 | |
| Memorial Resource Development | 0.1 | $670k | 28k | 24.35 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $511k | 19k | 26.88 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $555k | 7.7k | 72.31 | |
| Boeing Company (BA) | 0.0 | $524k | 4.1k | 127.03 | |
| Morgan Stanley (MS) | 0.0 | $515k | 16k | 32.27 | |
| CoStar (CSGP) | 0.0 | $445k | 2.8k | 158.08 | |
| priceline.com Incorporated | 0.0 | $469k | 390.00 | 1202.56 | |
| Hca Holdings (HCA) | 0.0 | $467k | 8.3k | 56.37 | |
| Sunpower (SPWRQ) | 0.0 | $510k | 12k | 40.98 | |
| Cerner Corporation | 0.0 | $342k | 6.6k | 51.54 | |
| Johnson Controls | 0.0 | $349k | 7.0k | 49.82 | |
| Biogen Idec (BIIB) | 0.0 | $420k | 1.3k | 314.61 | |
| Home Depot (HD) | 0.0 | $230k | 2.8k | 80.82 | |
| Starbucks Corporation (SBUX) | 0.0 | $192k | 2.5k | 77.11 | |
| Baidu (BIDU) | 0.0 | $300k | 1.6k | 186.34 | |
| Alexion Pharmaceuticals | 0.0 | $228k | 1.5k | 156.16 | |
| Hldgs (UAL) | 0.0 | $290k | 7.1k | 40.93 | |
| Groupon | 0.0 | $259k | 39k | 6.61 | |
| Foundation Medicine | 0.0 | $278k | 10k | 26.87 | |
| Intuitive Surgical (ISRG) | 0.0 | $63k | 154.00 | 409.09 | |
| Lazard Ltd-cl A shs a | 0.0 | $86k | 1.7k | 51.50 | |
| Linkedin Corp | 0.0 | $67k | 396.00 | 169.19 | |
| Nanostring Technologies (NSTGQ) | 0.0 | $120k | 8.1k | 14.87 | |
| E TRADE Financial Corporation | 0.0 | $2.0k | 136.00 | 14.71 | |
| Aercap Holdings Nv Ord Cmn (AER) | 0.0 | $4.0k | 96.00 | 41.67 | |
| Genworth Financial (GNW) | 0.0 | $4.0k | 285.00 | 14.04 | |
| Blackstone | 0.0 | $5.0k | 165.00 | 30.30 | |
| Monsanto Company | 0.0 | $3.0k | 28.00 | 107.14 | |
| Molson Coors Brewing Company (TAP) | 0.0 | $3.0k | 50.00 | 60.00 | |
| Nordstrom (JWN) | 0.0 | $3.0k | 49.00 | 61.22 | |
| Harley-Davidson (HOG) | 0.0 | $3.0k | 48.00 | 62.50 | |
| Tiffany & Co. | 0.0 | $3.0k | 35.00 | 85.71 | |
| Hanesbrands (HBI) | 0.0 | $4.0k | 48.00 | 83.33 | |
| Newfield Exploration | 0.0 | $4.0k | 107.00 | 37.38 | |
| Energizer Holdings | 0.0 | $3.0k | 29.00 | 103.45 | |
| DISH Network | 0.0 | $3.0k | 55.00 | 54.55 | |
| Tupperware Brands Corporation | 0.0 | $2.0k | 34.00 | 58.82 | |
| Forest Laboratories | 0.0 | $3.0k | 38.00 | 78.95 | |
| Amkor Technology (AMKR) | 0.0 | $4.0k | 375.00 | 10.67 | |
| Broadcom Corporation | 0.0 | $3.0k | 99.00 | 30.30 | |
| Brown Shoe Company | 0.0 | $3.0k | 131.00 | 22.90 | |
| Synaptics, Incorporated (SYNA) | 0.0 | $3.0k | 41.00 | 73.17 | |
| VeriFone Systems | 0.0 | $3.0k | 102.00 | 29.41 | |
| OmniVision Technologies | 0.0 | $3.0k | 150.00 | 20.00 | |
| Smith & Wesson Holding Corporation | 0.0 | $3.0k | 250.00 | 12.00 | |
| Aspen Technology | 0.0 | $3.0k | 78.00 | 38.46 | |
| Meritor | 0.0 | $3.0k | 250.00 | 12.00 | |
| Gnc Holdings Inc Cl A | 0.0 | $2.0k | 83.00 | 24.10 | |
| Wendy's/arby's Group (WEN) | 0.0 | $2.0k | 305.00 | 6.56 | |
| Ubiquiti Networks | 0.0 | $3.0k | 70.00 | 42.86 | |
| Michael Kors Holdings | 0.0 | $4.0k | 49.00 | 81.63 | |
| Eqt Midstream Partners | 0.0 | $6.0k | 64.00 | 93.75 | |
| Mallinckrodt Pub | 0.0 | $4.0k | 53.00 | 75.47 | |
| Spirit Realty reit | 0.0 | $3.0k | 300.00 | 10.00 | |
| Actavis | 0.0 | $5.0k | 23.00 | 217.39 | |
| 58 Com Inc spon adr rep a | 0.0 | $6.0k | 125.00 | 48.00 |
