Daruma Asset Management

Daruma Asset Management as of March 31, 2012

Portfolio Holdings for Daruma Asset Management

Daruma Asset Management holds 49 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
Wright Express Corporation 4.3 $72M 1.1M 64.73
Lumber Liquidators Holdings (LL) 3.9 $66M 2.6M 25.11
Cadence Design Systems (CDNS) 3.9 $66M 5.6M 11.84
Wabtec Corporation (WAB) 3.9 $65M 868k 75.37
Shutterfly 3.9 $65M 2.1M 31.33
Life Time Fitness 3.7 $63M 1.2M 50.57
Healthsouth 3.5 $59M 2.9M 20.48
CoStar (CSGP) 3.5 $58M 842k 69.05
Bally Technologies 3.4 $57M 1.2M 46.75
Semtech Corporation (SMTC) 3.3 $55M 1.9M 28.46
Progress Software Corporation (PRGS) 3.2 $55M 2.3M 23.62
Plexus (PLXS) 3.2 $55M 1.6M 34.99
Rovi Corporation 3.1 $53M 1.6M 32.55
Validus Holdings 3.0 $51M 1.7M 30.95
Acxiom Corporation 3.0 $51M 3.5M 14.68
Ciena Corporation (CIEN) 3.0 $50M 3.1M 16.19
Brady Corporation (BRC) 2.9 $49M 1.5M 32.35
Interface 2.9 $49M 3.5M 13.95
Maximus (MMS) 2.9 $48M 1.2M 40.67
Integrated Device Technology 2.9 $48M 6.7M 7.15
Knoll 2.9 $48M 2.9M 16.64
Armstrong World Industries (AWI) 2.7 $46M 936k 48.77
Vera Bradley (VRA) 2.7 $45M 1.5M 30.19
AMERIGROUP Corporation 2.6 $44M 650k 67.28
United Stationers 2.6 $43M 1.4M 31.03
Allscripts Healthcare Solutions (MDRX) 2.5 $43M 2.6M 16.60
Air Methods Corporation 2.5 $42M 476k 87.25
Pinnacle Entertainment 2.5 $41M 3.6M 11.51
Sotheby's 2.4 $41M 1.0M 39.34
Hill-Rom Holdings 2.1 $35M 1.1M 33.41
Rogers Corporation (ROG) 2.0 $34M 871k 38.75
Advantage Oil & Gas 1.7 $29M 8.5M 3.35
Valeant Pharmaceuticals Int 0.3 $4.9M 90k 53.69
Verisign (VRSN) 0.3 $4.6M 119k 38.35
Regal-beloit Corporation (RRX) 0.3 $4.4M 67k 65.55
Mednax (MD) 0.3 $4.3M 58k 74.37
Hertz Global Holdings 0.2 $3.9M 260k 15.04
QEP Resources 0.2 $3.7M 121k 30.50
Royal Caribbean Cruises (RCL) 0.2 $3.4M 114k 29.43
Brunswick Corporation (BC) 0.2 $3.3M 128k 25.75
Riverbed Technology 0.2 $3.3M 119k 28.08
Cerner Corporation 0.2 $3.2M 42k 76.17
Pall Corporation 0.2 $3.0M 51k 59.64
Atmel Corporation 0.2 $3.1M 312k 9.86
Life Technologies 0.2 $3.0M 62k 48.83
Poly 0.2 $2.7M 141k 19.07
Assured Guaranty (AGO) 0.1 $2.6M 155k 16.52
Dun & Bradstreet Corporation 0.1 $2.4M 28k 84.72
RF Micro Devices 0.1 $2.2M 446k 4.98