Magee Thomson Investment Partners

Magee Thomson Investment Partners as of June 30, 2012

Portfolio Holdings for Magee Thomson Investment Partners

Magee Thomson Investment Partners holds 127 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
Apple (AAPL) 8.7 $45M 76k 583.99
MasterCard Incorporated (MA) 7.1 $36M 84k 430.12
Alexion Pharmaceuticals 4.8 $25M 249k 99.30
TransDigm Group Incorporated (TDG) 4.8 $24M 181k 134.31
Dollar Tree (DLTR) 4.8 $24M 452k 53.80
Alliance Data Systems Corporation (BFH) 4.5 $23M 170k 135.01
Starbucks Corporation (SBUX) 4.2 $22M 403k 53.31
EMC Corporation 3.7 $19M 732k 25.63
TJX Companies (TJX) 3.6 $18M 426k 42.93
Amazon (AMZN) 3.3 $17M 74k 228.37
Watson Pharmaceuticals 3.3 $17M 226k 73.98
Nordstrom (JWN) 3.2 $16M 330k 49.69
Precision Castparts 3.1 $16M 96k 164.50
J.B. Hunt Transport Services (JBHT) 3.1 $16M 264k 59.60
Directv 3.1 $16M 322k 48.82
O'reilly Automotive (ORLY) 3.0 $15M 182k 83.77
Chipotle Mexican Grill (CMG) 2.9 $15M 39k 379.90
Caterpillar (CAT) 2.9 $15M 174k 84.91
Concho Resources 2.8 $15M 170k 85.12
Citrix Systems 2.7 $14M 164k 83.94
Qualcomm (QCOM) 2.7 $14M 246k 55.68
Las Vegas Sands (LVS) 2.6 $14M 311k 43.49
Waters Corporation (WAT) 2.4 $13M 157k 79.46
FMC Technologies 2.4 $12M 307k 39.23
athenahealth 2.1 $11M 137k 79.18
Ultimate Software 2.1 $11M 122k 88.93
Fossil 2.1 $11M 140k 76.55
Rockwell Automation (ROK) 2.0 $10M 156k 66.07
Akorn 0.1 $344k 22k 15.69
Altisource Portfolio Solns S reg (ASPS) 0.1 $317k 4.3k 73.04
InnerWorkings 0.1 $300k 22k 13.52
Questcor Pharmaceuticals 0.1 $284k 5.3k 53.14
Tangoe 0.1 $295k 14k 21.34
Affymax (AFFY) 0.1 $253k 20k 12.89
OSI Systems (OSIS) 0.1 $251k 4.0k 63.24
Chart Industries (GTLS) 0.1 $253k 3.7k 68.75
OraSure Technologies (OSUR) 0.1 $262k 23k 11.25
Builders FirstSource (BLDR) 0.1 $259k 55k 4.73
Metropolitan Health Networks 0.1 $276k 29k 9.55
Aspen Technology 0.1 $277k 12k 23.08
Cardtronics 0.1 $253k 8.4k 30.16
Endologix 0.1 $268k 17k 15.45
La-Z-Boy Incorporated (LZB) 0.0 $190k 15k 12.32
PAREXEL International Corporation 0.0 $202k 7.1k 28.29
Genes (GCO) 0.0 $207k 3.4k 60.39
Titan International (TWI) 0.0 $205k 8.4k 24.54
Brinker International (EAT) 0.0 $206k 6.5k 31.92
Texas Capital Bancshares (TCBI) 0.0 $210k 5.2k 40.51
Asbury Automotive (ABG) 0.0 $203k 8.6k 23.68
Cirrus Logic (CRUS) 0.0 $217k 7.3k 29.89
Cyberonics 0.0 $220k 4.9k 45.08
Cepheid 0.0 $205k 4.6k 44.66
Heartland Payment Systems 0.0 $219k 7.3k 30.17
Old Dominion Freight Line (ODFL) 0.0 $218k 5.0k 43.24
Imax Corp Cad (IMAX) 0.0 $216k 9.0k 24.06
Sourcefire 0.0 $210k 4.1k 51.41
Ada-es 0.0 $228k 9.0k 25.47
EXACT Sciences Corporation (EXAS) 0.0 $219k 21k 10.71
8x8 (EGHT) 0.0 $214k 51k 4.20
Towerstream Corporation 0.0 $198k 48k 4.15
D Fluidigm Corp Del (LAB) 0.0 $198k 13k 15.04
Neonode 0.0 $204k 33k 6.17
Infoblox 0.0 $181k 7.9k 23.01
Wageworks 0.0 $193k 13k 15.10
PolyOne Corporation 0.0 $172k 13k 13.75
Carrizo Oil & Gas 0.0 $141k 6.1k 23.26
Rosetta Resources 0.0 $152k 4.1k 36.71
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $159k 1.7k 93.86
AtriCure (ATRC) 0.0 $157k 16k 9.67
Zillow 0.0 $149k 3.8k 38.88
Imperva 0.0 $167k 5.8k 28.95
Mattress Firm Holding 0.0 $157k 5.1k 30.53
Jazz Pharmaceuticals (JAZZ) 0.0 $168k 3.7k 45.06
Demandware 0.0 $156k 6.6k 23.80
MAKO Surgical 0.0 $126k 4.9k 25.82
VELTI PLC ST Helier 0.0 $89k 14k 6.43
Ubiquiti Networks 0.0 $126k 8.8k 14.39
STAAR Surgical Company (STAA) 0.0 $2.0k 319.00 6.27
Arctic Cat 0.0 $3.0k 84.00 35.71
American Vanguard (AVD) 0.0 $4.0k 155.00 25.81
Integrated Silicon Solution 0.0 $4.0k 387.00 10.34
InterNAP Network Services 0.0 $4.0k 667.00 6.00
Wabash National Corporation (WNC) 0.0 $4.0k 544.00 7.35
American Railcar Industries 0.0 $5.0k 168.00 29.76
Kenexa Corporation 0.0 $5.0k 160.00 31.25
M/I Homes (MHO) 0.0 $4.0k 214.00 18.69
Titan Machinery (TITN) 0.0 $5.0k 158.00 31.65
Calavo Growers (CVGW) 0.0 $4.0k 163.00 24.54
Progenics Pharmaceuticals 0.0 $4.0k 419.00 9.55
Unifi 0.0 $3.0k 285.00 10.53
Computer Task 0.0 $5.0k 313.00 15.97
Citi Trends (CTRN) 0.0 $2.0k 171.00 11.70
Dyax 0.0 $4.0k 1.6k 2.47
Callidus Software 0.0 $4.0k 748.00 5.35
Cray 0.0 $7.0k 591.00 11.84
Solta Medical 0.0 $4.0k 1.4k 2.87
TGC Industries 0.0 $4.0k 397.00 10.08
Ym Biosciences 0.0 $4.0k 1.8k 2.27
Web 0.0 $7.0k 344.00 20.35
Orbcomm 0.0 $4.0k 1.3k 3.16
inContact, Inc . 0.0 $4.0k 792.00 5.05
Datalink Corporation 0.0 $4.0k 444.00 9.01
Achillion Pharmaceuticals 0.0 $2.0k 403.00 4.96
Amarin Corporation (AMRN) 0.0 $7.0k 534.00 13.11
Allot Communications (ALLT) 0.0 $5.0k 187.00 26.74
FSI International 0.0 $4.0k 1.0k 4.00
Manitex International (MNTX) 0.0 $4.0k 458.00 8.73
DUSA Pharmaceuticals 0.0 $4.0k 726.00 5.51
Aegerion Pharmaceuticals 0.0 $4.0k 260.00 15.38
SPS Commerce (SPSC) 0.0 $5.0k 180.00 27.78
Unilife US 0.0 $2.0k 771.00 2.59
Winmark Corporation (WINA) 0.0 $5.0k 81.00 61.73
OCZ Technology 0.0 $4.0k 698.00 5.73
AuthenTec 0.0 $4.0k 806.00 4.96
Tearlab Corp 0.0 $4.0k 1.3k 3.19
Glu Mobile 0.0 $7.0k 1.1k 6.10
Raptor Pharmaceutical 0.0 $4.0k 651.00 6.14
Datawatch Corporation 0.0 $4.0k 320.00 12.50
Procera Networks 0.0 $5.0k 205.00 24.39
ChipMOS Technology Bermuda 0.0 $3.0k 255.00 11.76
Neptune Technologies Bioreso 0.0 $7.0k 1.4k 4.84
Netqin Mobile 0.0 $4.0k 529.00 7.56
Mattersight Corp 0.0 $4.0k 533.00 7.50
Magicjack Vocaltec 0.0 $4.0k 221.00 18.10
Newlink Genetics Corporation 0.0 $3.0k 182.00 16.48
Synacor 0.0 $4.0k 256.00 15.62
Proofpoint 0.0 $5.0k 307.00 16.29