Daruma Asset Management

Daruma Capital Management as of June 30, 2012

Portfolio Holdings for Daruma Capital Management

Daruma Capital Management holds 50 positions in its portfolio as reported in the June 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lumber Liquidators Holdings (LL) 4.9 $78M 2.3M 33.79
Wright Express Corporation 4.4 $70M 1.1M 61.72
CoStar (CSGP) 4.4 $69M 854k 81.20
Healthsouth 4.3 $68M 2.9M 23.26
Life Time Fitness 3.9 $61M 1.3M 46.51
Maximus (MMS) 3.9 $61M 1.2M 51.75
Wabtec Corporation (WAB) 3.7 $59M 759k 78.01
Shutterfly 3.6 $58M 1.9M 30.69
Armstrong World Industries (AWI) 3.6 $58M 1.2M 49.16
Crocs (CROX) 3.5 $56M 3.4M 16.15
Acxiom Corporation 3.5 $55M 3.6M 15.11
Ciena Corporation (CIEN) 3.4 $55M 3.3M 16.37
Cadence Design Systems (CDNS) 3.4 $53M 4.9M 10.99
Progress Software Corporation (PRGS) 3.1 $49M 2.4M 20.87
Interface (TILE) 3.0 $48M 3.5M 13.63
Rovi Corporation 3.0 $48M 2.4M 19.62
Brunswick Corporation (BC) 2.8 $44M 2.0M 22.22
AMERIGROUP Corporation 2.7 $43M 658k 65.91
Knoll 2.5 $40M 2.9M 13.42
Sotheby's 2.5 $39M 1.2M 33.36
Allscripts Healthcare Solutions (MDRX) 2.5 $39M 3.6M 10.93
Rogers Corporation (ROG) 2.4 $38M 965k 39.61
United Stationers 2.4 $38M 1.4M 26.95
ION Geophysical Corporation 2.4 $38M 5.7M 6.59
Hill-Rom Holdings 2.3 $36M 1.2M 30.85
Bally Technologies 2.2 $35M 750k 46.66
Pinnacle Entertainment 2.2 $35M 3.6M 9.62
Air Methods Corporation 2.1 $33M 339k 98.25
Vera Bradley (VRA) 2.1 $33M 1.6M 21.08
Brady Corporation (BRC) 2.0 $31M 1.1M 27.51
Semtech Corporation (SMTC) 1.9 $31M 1.3M 24.32
Advantage Oil & Gas 1.6 $25M 8.5M 2.97
Plexus (PLXS) 0.8 $13M 463k 28.20
Verisign (VRSN) 0.3 $4.1M 93k 43.57
Regal-beloit Corporation (RRX) 0.3 $4.2M 67k 62.26
QEP Resources 0.2 $3.6M 121k 29.97
Cerner Corporation 0.2 $3.5M 42k 82.65
Royal Caribbean Cruises (RCL) 0.2 $3.5M 133k 26.03
Valeant Pharmaceuticals Int 0.2 $3.3M 74k 44.79
Pall Corporation 0.2 $3.2M 58k 54.81
Lam Research Corporation (LRCX) 0.2 $3.2M 85k 37.74
Mednax (MD) 0.2 $3.2M 46k 68.55
Riverbed Technology 0.2 $3.1M 190k 16.15
Avery Dennison Corporation (AVY) 0.2 $2.9M 105k 27.34
Sirona Dental Systems 0.2 $2.9M 63k 45.00
Life Technologies 0.2 $2.8M 62k 44.99
RF Micro Devices 0.1 $2.3M 552k 4.25
Gentex Corporation (GNTX) 0.1 $2.4M 116k 20.87
J.C. Penney Company 0.1 $2.1M 91k 23.31
DealerTrack Holdings 0.0 $361k 12k 30.08