Cupps Capital Management as of Dec. 31, 2014
Portfolio Holdings for Cupps Capital Management
Cupps Capital Management holds 219 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Restoration Hardware Hldgs I | 3.8 | $42M | 440k | 96.01 | |
| EXACT Sciences Corporation (EXAS) | 3.5 | $39M | 1.4M | 27.44 | |
| Cavium | 3.4 | $38M | 621k | 61.82 | |
| Spansion | 3.0 | $34M | 980k | 34.22 | |
| NetSuite | 2.9 | $32M | 297k | 109.17 | |
| Insulet Corporation (PODD) | 2.7 | $30M | 657k | 46.06 | |
| Dex (DXCM) | 2.1 | $24M | 436k | 55.05 | |
| Acadia Healthcare (ACHC) | 2.1 | $24M | 384k | 61.21 | |
| Envestnet (ENV) | 2.1 | $23M | 470k | 49.14 | |
| Wageworks | 1.9 | $22M | 332k | 64.57 | |
| Demandware | 1.8 | $20M | 348k | 57.54 | |
| Ultimate Software | 1.5 | $17M | 116k | 146.81 | |
| Lands' End (LE) | 1.5 | $17M | 312k | 53.96 | |
| Fiesta Restaurant | 1.4 | $16M | 256k | 60.80 | |
| Vail Resorts (MTN) | 1.4 | $15M | 168k | 91.13 | |
| Palo Alto Networks (PANW) | 1.4 | $15M | 123k | 122.57 | |
| Qualys (QLYS) | 1.3 | $14M | 380k | 37.75 | |
| Zeltiq Aesthetics | 1.2 | $14M | 500k | 27.91 | |
| Spectranetics Corporation | 1.2 | $13M | 379k | 34.58 | |
| Cyberark Software (CYBR) | 1.2 | $13M | 328k | 39.65 | |
| Apple (AAPL) | 1.2 | $13M | 117k | 110.37 | |
| Deckers Outdoor Corporation (DECK) | 1.2 | $13M | 142k | 91.03 | |
| Truecar (TRUE) | 1.1 | $13M | 561k | 22.90 | |
| Medidata Solutions | 1.1 | $13M | 261k | 47.75 | |
| Bank of the Ozarks | 1.1 | $12M | 328k | 37.92 | |
| Cepheid | 1.1 | $12M | 227k | 54.14 | |
| JetBlue Airways Corporation (JBLU) | 1.1 | $12M | 768k | 15.86 | |
| Berry Plastics (BERY) | 1.1 | $12M | 382k | 31.55 | |
| Super Micro Computer (SMCI) | 1.1 | $12M | 342k | 34.88 | |
| G-III Apparel (GIII) | 1.0 | $12M | 115k | 101.01 | |
| TASER International | 1.0 | $11M | 403k | 26.48 | |
| Servicenow (NOW) | 0.9 | $11M | 155k | 67.85 | |
| Benefitfocus | 0.9 | $10M | 305k | 32.84 | |
| Monolithic Power Systems (MPWR) | 0.9 | $10M | 200k | 49.74 | |
| Comscore | 0.9 | $10M | 214k | 46.43 | |
| Cray | 0.9 | $9.8M | 283k | 34.48 | |
| Facebook Inc cl a (META) | 0.9 | $9.7M | 124k | 78.01 | |
| Caesar Stone Sdot Yam (CSTE) | 0.9 | $9.6M | 160k | 59.82 | |
| Keurig Green Mtn | 0.8 | $9.3M | 70k | 132.39 | |
| Texas Roadhouse (TXRH) | 0.8 | $9.1M | 271k | 33.76 | |
| La Quinta Holdings | 0.8 | $9.2M | 416k | 22.06 | |
| Gentherm (THRM) | 0.8 | $9.0M | 246k | 36.62 | |
| NPS Pharmaceuticals | 0.8 | $9.0M | 251k | 35.77 | |
| Tesla Motors (TSLA) | 0.8 | $8.7M | 39k | 222.41 | |
| ACADIA Pharmaceuticals (ACAD) | 0.8 | $8.6M | 272k | 31.75 | |
| Applied Materials (AMAT) | 0.8 | $8.5M | 340k | 24.92 | |
| Mellanox Technologies | 0.8 | $8.3M | 195k | 42.73 | |
| Rentrak Corporation | 0.7 | $8.2M | 113k | 72.81 | |
| 4068594 Enphase Energy (ENPH) | 0.7 | $8.0M | 558k | 14.29 | |
| Diamond Resorts International | 0.7 | $7.7M | 276k | 27.90 | |
| Examworks | 0.7 | $7.5M | 179k | 41.59 | |
| CoStar (CSGP) | 0.7 | $7.3M | 40k | 183.62 | |
| Ptc Therapeutics I (PTCT) | 0.6 | $7.0M | 135k | 51.76 | |
| Illumina (ILMN) | 0.6 | $6.9M | 37k | 184.57 | |
| Novadaq Technologies | 0.6 | $6.8M | 408k | 16.62 | |
| athenahealth | 0.6 | $6.7M | 46k | 145.68 | |
| Tableau Software Inc Cl A | 0.6 | $6.7M | 80k | 84.75 | |
| Abiomed | 0.6 | $6.6M | 172k | 38.05 | |
| Guidewire Software (GWRE) | 0.6 | $6.6M | 130k | 50.63 | |
| NCI Building Systems | 0.6 | $6.3M | 341k | 18.52 | |
| FleetCor Technologies | 0.6 | $6.4M | 43k | 148.70 | |
| Synergy Res Corp | 0.6 | $6.2M | 494k | 12.54 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 0.6 | $6.1M | 312k | 19.54 | |
| American Airls (AAL) | 0.6 | $6.2M | 115k | 53.63 | |
| Electronic Arts (EA) | 0.5 | $5.9M | 125k | 47.01 | |
| Del Friscos Restaurant | 0.5 | $6.0M | 252k | 23.74 | |
| Sonus Networ Ord | 0.5 | $5.9M | 1.5M | 3.97 | |
| Ophthotech | 0.5 | $5.7M | 127k | 44.86 | |
| Dyax | 0.5 | $5.3M | 379k | 14.06 | |
| Pacira Pharmaceuticals (PCRX) | 0.5 | $5.4M | 61k | 88.66 | |
| Solarcity | 0.5 | $5.4M | 101k | 53.47 | |
| Paylocity Holding Corporation (PCTY) | 0.5 | $5.3M | 204k | 26.11 | |
| Hortonworks | 0.5 | $5.3M | 198k | 27.00 | |
| Skyworks Solutions (SWKS) | 0.5 | $5.0M | 69k | 72.71 | |
| Alibaba Group Holding (BABA) | 0.4 | $4.8M | 46k | 103.93 | |
| Headwaters Incorporated | 0.4 | $4.7M | 312k | 14.99 | |
| Trulia | 0.4 | $4.7M | 102k | 46.03 | |
| Team Health Holdings | 0.4 | $4.5M | 78k | 57.52 | |
| Flotek Industries | 0.4 | $4.3M | 232k | 18.73 | |
| BioDelivery Sciences International | 0.4 | $4.1M | 340k | 12.02 | |
| Us Silica Hldgs (SLCA) | 0.4 | $4.1M | 159k | 25.68 | |
| Chipotle Mexican Grill (CMG) | 0.4 | $4.0M | 5.8k | 684.42 | |
| Interactive Brokers (IBKR) | 0.3 | $4.0M | 136k | 29.15 | |
| Canadian Solar (CSIQ) | 0.3 | $3.9M | 159k | 24.19 | |
| Virgin America | 0.3 | $3.9M | 90k | 43.25 | |
| BioMarin Pharmaceutical (BMRN) | 0.3 | $3.8M | 42k | 90.39 | |
| Marketo | 0.3 | $3.7M | 113k | 32.72 | |
| Lam Research Corporation (LRCX) | 0.3 | $3.5M | 45k | 79.32 | |
| Brookdale Senior Living (BKD) | 0.3 | $3.3M | 90k | 36.66 | |
| OraSure Technologies (OSUR) | 0.3 | $3.4M | 332k | 10.14 | |
| On Deck Capital | 0.3 | $3.3M | 149k | 22.42 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $3.3M | 27k | 118.77 | |
| salesforce (CRM) | 0.3 | $3.3M | 55k | 59.30 | |
| Shutterstock (SSTK) | 0.3 | $3.2M | 47k | 69.09 | |
| Morgan Stanley (MS) | 0.3 | $3.1M | 81k | 38.80 | |
| Repligen Corporation (RGEN) | 0.3 | $3.1M | 155k | 19.80 | |
| Alkermes (ALKS) | 0.3 | $3.0M | 51k | 58.55 | |
| Workday Inc cl a (WDAY) | 0.3 | $3.0M | 37k | 81.60 | |
| Edwards Lifesciences (EW) | 0.3 | $2.9M | 23k | 127.35 | |
| Fireeye | 0.3 | $2.9M | 93k | 31.58 | |
| Ldr Hldg | 0.3 | $2.9M | 90k | 32.78 | |
| Polaris Industries (PII) | 0.2 | $2.8M | 18k | 151.20 | |
| stock | 0.2 | $2.7M | 46k | 58.93 | |
| Delta Air Lines (DAL) | 0.2 | $2.5M | 52k | 49.18 | |
| Under Armour (UAA) | 0.2 | $2.6M | 38k | 67.87 | |
| Lennar Corporation (LEN) | 0.2 | $2.5M | 55k | 44.81 | |
| Acuity Brands (AYI) | 0.2 | $2.5M | 18k | 140.05 | |
| Alnylam Pharmaceuticals (ALNY) | 0.2 | $2.4M | 25k | 96.99 | |
| Ultragenyx Pharmaceutical (RARE) | 0.2 | $2.5M | 57k | 43.88 | |
| Mobileye | 0.2 | $2.5M | 61k | 40.54 | |
| Strategic Hotels & Resorts | 0.2 | $2.3M | 176k | 13.23 | |
| Texas Capital Bancshares (TCBI) | 0.2 | $2.4M | 44k | 54.31 | |
| Lendingclub | 0.2 | $2.3M | 91k | 25.29 | |
| SEI Investments Company (SEIC) | 0.2 | $2.2M | 55k | 40.02 | |
| United Rentals (URI) | 0.2 | $2.1M | 20k | 101.98 | |
| Amazon (AMZN) | 0.2 | $2.1M | 6.8k | 310.27 | |
| Tutor Perini Corporation (TPC) | 0.2 | $2.2M | 90k | 24.06 | |
| Nxp Semiconductors N V (NXPI) | 0.2 | $2.2M | 29k | 76.37 | |
| Five Below (FIVE) | 0.2 | $2.1M | 51k | 40.81 | |
| Proto Labs (PRLB) | 0.2 | $2.1M | 31k | 67.16 | |
| Visa (V) | 0.2 | $1.9M | 7.2k | 262.17 | |
| Avago Technologies | 0.2 | $1.9M | 19k | 100.57 | |
| Level 3 Communications | 0.2 | $1.9M | 38k | 49.36 | |
| Norwegian Cruise Line Hldgs (NCLH) | 0.2 | $1.9M | 42k | 46.75 | |
| Universal Health Services (UHS) | 0.2 | $1.7M | 16k | 111.22 | |
| Delphi Automotive | 0.2 | $1.8M | 25k | 72.71 | |
| Mobile Mini | 0.1 | $1.7M | 41k | 40.51 | |
| American Tower Reit (AMT) | 0.1 | $1.6M | 17k | 98.82 | |
| Zoe's Kitchen | 0.1 | $1.6M | 55k | 29.91 | |
| Gilead Sciences (GILD) | 0.1 | $1.5M | 16k | 94.25 | |
| Lazard Ltd-cl A shs a | 0.1 | $1.6M | 32k | 50.01 | |
| Baidu (BIDU) | 0.1 | $1.5M | 6.7k | 227.94 | |
| Ashland | 0.1 | $1.5M | 13k | 119.71 | |
| Zillow | 0.1 | $1.5M | 15k | 105.87 | |
| Northstar Asset Management C | 0.1 | $1.6M | 70k | 22.56 | |
| Spirit AeroSystems Holdings (SPR) | 0.1 | $1.5M | 35k | 43.01 | |
| Swift Transportation Company | 0.1 | $1.5M | 52k | 28.62 | |
| Freescale Semiconductor Holdin | 0.1 | $1.5M | 58k | 25.21 | |
| Stratasys (SSYS) | 0.1 | $1.5M | 18k | 83.07 | |
| 0.1 | $1.4M | 2.6k | 530.63 | ||
| Ikang Healthcare Group- | 0.1 | $1.3M | 89k | 15.03 | |
| Concho Resources | 0.1 | $1.2M | 12k | 99.71 | |
| Groupon | 0.1 | $1.2M | 144k | 8.26 | |
| Vince Hldg | 0.1 | $1.2M | 46k | 26.13 | |
| Woodward Governor Company (WWD) | 0.1 | $1.2M | 24k | 49.22 | |
| Envision Healthcare Hlds | 0.1 | $1.2M | 34k | 34.66 | |
| IPG Photonics Corporation (IPGP) | 0.1 | $1.0M | 14k | 74.87 | |
| iRobot Corporation (IRBT) | 0.1 | $847k | 24k | 34.69 | |
| Citizens Financial (CFG) | 0.1 | $864k | 35k | 24.86 | |
| Memorial Resource Development | 0.1 | $767k | 43k | 18.01 | |
| Packaging Corporation of America (PKG) | 0.1 | $686k | 8.8k | 77.95 | |
| Pioneer Natural Resources | 0.1 | $646k | 4.3k | 148.71 | |
| Micron Technology (MU) | 0.1 | $694k | 20k | 34.96 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $607k | 20k | 30.16 | |
| Home Depot (HD) | 0.1 | $609k | 5.8k | 104.89 | |
| Cerner Corporation | 0.1 | $519k | 8.0k | 64.63 | |
| MercadoLibre (MELI) | 0.1 | $512k | 4.0k | 127.46 | |
| Linkedin Corp | 0.1 | $577k | 2.5k | 229.42 | |
| Hilton Worlwide Hldgs | 0.1 | $509k | 20k | 26.07 | |
| Time Warner | 0.0 | $411k | 4.8k | 85.31 | |
| Incyte Corporation (INCY) | 0.0 | $394k | 5.4k | 73.03 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $476k | 5.8k | 82.35 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $492k | 6.8k | 72.67 | |
| Starbucks Corporation (SBUX) | 0.0 | $400k | 4.9k | 81.97 | |
| Kinder Morgan (KMI) | 0.0 | $465k | 11k | 42.28 | |
| Qualcomm (QCOM) | 0.0 | $324k | 4.4k | 74.14 | |
| Alexion Pharmaceuticals | 0.0 | $313k | 1.7k | 184.66 | |
| SanDisk Corporation | 0.0 | $372k | 3.8k | 97.77 | |
| Boeing Company (BA) | 0.0 | $241k | 1.9k | 129.57 | |
| Alcoa | 0.0 | $203k | 13k | 15.76 | |
| priceline.com Incorporated | 0.0 | $188k | 165.00 | 1139.39 | |
| Yahoo! | 0.0 | $275k | 5.5k | 50.44 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $238k | 3.0k | 78.55 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $242k | 1.2k | 195.95 | |
| Arc Document Solutions (ARC) | 0.0 | $180k | 18k | 10.20 | |
| Halliburton Company (HAL) | 0.0 | $111k | 2.8k | 39.22 | |
| Netflix (NFLX) | 0.0 | $145k | 427.00 | 339.58 | |
| NxStage Medical | 0.0 | $101k | 5.7k | 17.80 | |
| Flamel Technologies | 0.0 | $130k | 7.6k | 17.05 | |
| D Fluidigm Corp Del (LAB) | 0.0 | $148k | 4.4k | 33.64 | |
| Newlink Genetics Corporation | 0.0 | $149k | 3.8k | 39.68 | |
| Yelp Inc cl a (YELP) | 0.0 | $68k | 1.3k | 54.31 | |
| Weatherford Intl Plc ord | 0.0 | $60k | 5.3k | 11.36 | |
| E TRADE Financial Corporation | 0.0 | $3.0k | 136.00 | 22.06 | |
| Joy Global | 0.0 | $2.0k | 58.00 | 34.48 | |
| Aercap Holdings Nv Ord Cmn (AER) | 0.0 | $3.0k | 96.00 | 31.25 | |
| Blackstone | 0.0 | $5.0k | 165.00 | 30.30 | |
| Molson Coors Brewing Company (TAP) | 0.0 | $3.0k | 50.00 | 60.00 | |
| Intel Corporation (INTC) | 0.0 | $3.0k | 102.00 | 29.41 | |
| Tiffany & Co. | 0.0 | $3.0k | 35.00 | 85.71 | |
| Cabot Corporation (CBT) | 0.0 | $2.0k | 63.00 | 31.75 | |
| Hanesbrands (HBI) | 0.0 | $5.0k | 48.00 | 104.17 | |
| Newfield Exploration | 0.0 | $2.0k | 107.00 | 18.69 | |
| Energizer Holdings | 0.0 | $3.0k | 29.00 | 103.45 | |
| DISH Network | 0.0 | $4.0k | 55.00 | 72.73 | |
| Trex Company (TREX) | 0.0 | $2.0k | 66.00 | 30.30 | |
| TRW Automotive Holdings | 0.0 | $3.0k | 33.00 | 90.91 | |
| Amkor Technology (AMKR) | 0.0 | $2.0k | 375.00 | 5.33 | |
| Broadcom Corporation | 0.0 | $4.0k | 99.00 | 40.40 | |
| Brown Shoe Company | 0.0 | $4.0k | 131.00 | 30.53 | |
| Cytec Industries | 0.0 | $2.0k | 60.00 | 33.33 | |
| VeriFone Systems | 0.0 | $3.0k | 102.00 | 29.41 | |
| Pantry | 0.0 | $6.0k | 180.00 | 33.33 | |
| Skechers USA (SKX) | 0.0 | $6.0k | 114.00 | 52.63 | |
| OmniVision Technologies | 0.0 | $3.0k | 150.00 | 20.00 | |
| Rockwood Holdings | 0.0 | $2.0k | 37.00 | 54.05 | |
| United States Steel Corporation (X) | 0.0 | $4.0k | 169.00 | 23.67 | |
| Aspen Technology | 0.0 | $2.0k | 78.00 | 25.64 | |
| Meritor | 0.0 | $3.0k | 250.00 | 12.00 | |
| Wendy's/arby's Group (WEN) | 0.0 | $2.0k | 305.00 | 6.56 | |
| Sunpower (SPWRQ) | 0.0 | $999.790000 | 61.00 | 16.39 | |
| Eqt Midstream Partners | 0.0 | $5.0k | 64.00 | 78.12 | |
| Lifelock | 0.0 | $3.0k | 163.00 | 18.40 | |
| Mallinckrodt Pub | 0.0 | $5.0k | 53.00 | 94.34 | |
| Spirit Realty reit | 0.0 | $3.0k | 300.00 | 10.00 | |
| Actavis | 0.0 | $9.0k | 35.00 | 257.14 | |
| Q2 Holdings (QTWO) | 0.0 | $4.0k | 255.00 | 15.69 | |
| Installed Bldg Prods (IBP) | 0.0 | $6.0k | 373.00 | 16.09 | |
| Vivint Solar | 0.0 | $3.0k | 329.00 | 9.12 |
