Daruma Asset Management

Daruma Capital Management as of Dec. 31, 2012

Portfolio Holdings for Daruma Capital Management

Daruma Capital Management holds 67 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Brunswick Corporation (BC) 4.3 $73M 2.5M 29.09
Wright Express (WEX) 4.2 $71M 937k 75.37
Maximus (MMS) 4.0 $67M 1.1M 63.22
CoStar (CSGP) 3.8 $64M 712k 89.37
Acxiom Corporation 3.7 $62M 3.6M 17.46
Cadence Design Systems (CDNS) 3.5 $60M 4.4M 13.51
Shutterfly 3.5 $59M 2.0M 29.87
Lumber Liquidators Holdings (LL) 3.5 $59M 1.1M 52.83
Crocs (CROX) 3.3 $57M 3.9M 14.39
Armstrong World Industries (AWI) 3.2 $54M 1.1M 50.73
Wabtec Corporation (WAB) 3.1 $53M 610k 87.54
Interface (TILE) 3.1 $52M 3.3M 16.07
Healthsouth 3.0 $51M 2.4M 21.11
Progress Software Corporation (PRGS) 2.9 $49M 2.3M 20.99
Centene Corporation (CNC) 2.8 $48M 1.2M 41.00
DealerTrack Holdings 2.8 $47M 1.7M 28.72
Rogers Corporation (ROG) 2.7 $46M 932k 49.66
United Stationers 2.7 $46M 1.5M 30.99
Sotheby's 2.6 $45M 1.3M 33.62
Francescas Hldgs Corp 2.6 $45M 1.7M 25.93
ION Geophysical Corporation 2.6 $44M 6.8M 6.51
Vera Bradley (VRA) 2.6 $44M 1.7M 25.10
Knoll 2.5 $43M 2.8M 15.36
WellCare Health Plans 2.5 $42M 869k 48.69
Beacon Roofing Supply (BECN) 2.5 $42M 1.3M 33.28
Pinnacle Entertainment 2.4 $41M 2.6M 15.83
Rovi Corporation 2.4 $41M 2.7M 15.43
Pandora Media 2.4 $40M 4.4M 9.18
Semtech Corporation (SMTC) 2.3 $39M 1.3M 28.95
Life Time Fitness 2.2 $37M 758k 49.21
Ciena Corporation (CIEN) 2.0 $34M 2.2M 15.70
DigitalGlobe 1.9 $32M 1.3M 24.44
A. Schulman 1.8 $30M 1.0M 28.94
Advantage Oil & Gas 1.0 $17M 5.1M 3.24
Lam Research Corporation (LRCX) 0.3 $4.4M 121k 36.13
Western Digital (WDC) 0.2 $3.9M 92k 42.49
Sirona Dental Systems 0.2 $3.5M 55k 64.46
CarMax (KMX) 0.2 $3.3M 89k 37.54
Avery Dennison Corporation (AVY) 0.2 $3.4M 97k 34.92
Regal-beloit Corporation (RRX) 0.2 $3.4M 48k 70.48
QEP Resources 0.2 $3.3M 110k 30.27
Valeant Pharmaceuticals Int 0.2 $3.3M 55k 59.78
Royal Caribbean Cruises (RCL) 0.2 $2.9M 85k 34.00
Pall Corporation 0.2 $2.9M 49k 60.25
Celanese Corporation (CE) 0.2 $2.9M 65k 44.54
Life Technologies 0.2 $2.9M 59k 49.04
Mednax (MD) 0.2 $2.8M 35k 79.53
Gentex Corporation (GNTX) 0.2 $2.8M 149k 18.85
Incyte Corporation (INCY) 0.1 $2.5M 153k 16.61
J.C. Penney Company 0.1 $2.3M 118k 19.71
Perrigo Company 0.1 $2.3M 23k 104.03
Fortune Brands (FBIN) 0.1 $2.4M 84k 29.21
Cerner Corporation 0.1 $2.1M 27k 77.52
Apple (AAPL) 0.0 $620k 1.2k 532.19
Citigroup (C) 0.0 $615k 16k 39.54
JPMorgan Chase & Co. (JPM) 0.0 $347k 7.9k 43.99
CBS Corporation 0.0 $340k 8.9k 38.01
W.W. Grainger (GWW) 0.0 $274k 1.4k 202.66
United Technologies Corporation 0.0 $372k 4.5k 81.90
Gilead Sciences (GILD) 0.0 $376k 5.1k 73.45
Equinix 0.0 $284k 1.4k 206.55
Onyx Pharmaceuticals 0.0 $266k 3.5k 75.48
Concho Resources 0.0 $344k 4.3k 80.68
Delphi Automotive 0.0 $288k 7.5k 38.28
stock (SPLK) 0.0 $306k 11k 29.01
Zynga 0.0 $242k 103k 2.36
Asml Holding (ASML) 0.0 $250k 3.9k 64.32