Magee Thomson Investment Partners

Magee Thomson Investment Partners as of Sept. 30, 2012

Portfolio Holdings for Magee Thomson Investment Partners

Magee Thomson Investment Partners holds 128 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.4 $35M 52k 667.09
MasterCard Incorporated (MA) 7.1 $34M 74k 451.46
Alexion Pharmaceuticals 5.3 $25M 219k 114.40
TransDigm Group Incorporated (TDG) 4.8 $23M 160k 141.87
Alliance Data Systems Corporation (BFH) 4.5 $21M 150k 141.94
Ocwen Financial Corporation 4.2 $20M 725k 27.41
Starbucks Corporation (SBUX) 3.9 $18M 357k 50.71
EMC Corporation 3.8 $18M 648k 27.27
Ultimate Software 3.7 $18M 172k 102.09
Watson Pharmaceuticals 3.6 $17M 201k 85.16
TJX Companies (TJX) 3.6 $17M 377k 44.79
Amazon (AMZN) 3.5 $17M 65k 254.33
Nordstrom (JWN) 3.4 $16M 292k 55.18
Gilead Sciences (GILD) 3.3 $16M 236k 66.33
Linkedin Corp 3.2 $15M 127k 120.39
Directv 3.2 $15M 285k 52.44
Concho Resources 3.0 $14M 151k 94.75
eBay (EBAY) 3.0 $14M 294k 48.37
Qualcomm (QCOM) 2.9 $14M 218k 62.47
Las Vegas Sands (LVS) 2.7 $13M 276k 46.37
FMC Technologies 2.7 $13M 272k 46.30
J.B. Hunt Transport Services (JBHT) 2.6 $12M 234k 52.04
Waters Corporation (WAT) 2.5 $12M 139k 83.34
Gnc Holdings Inc Cl A 2.5 $12M 295k 38.97
athenahealth 2.4 $11M 123k 91.76
Citrix Systems 2.4 $11M 145k 76.52
Dollar Tree (DLTR) 2.2 $10M 210k 48.29
OSI Systems (OSIS) 0.1 $308k 4.0k 77.60
Aspen Technology 0.1 $309k 12k 25.75
8x8 (EGHT) 0.1 $334k 51k 6.54
InnerWorkings 0.1 $288k 22k 12.98
Cirrus Logic (CRUS) 0.1 $278k 7.3k 38.29
Chart Industries (GTLS) 0.1 $272k 3.7k 73.91
OraSure Technologies (OSUR) 0.1 $259k 23k 11.09
Builders FirstSource (BLDR) 0.1 $292k 56k 5.19
Metropolitan Health Networks 0.1 $271k 29k 9.35
Nationstar Mortgage 0.1 $304k 9.2k 33.13
Altisource Portfolio Solns S reg (ASPS) 0.1 $212k 2.5k 86.53
La-Z-Boy Incorporated (LZB) 0.1 $226k 15k 14.65
PAREXEL International Corporation 0.1 $220k 7.1k 30.81
Eagle Materials (EXP) 0.1 $229k 4.9k 46.36
Brinker International (EAT) 0.1 $228k 6.5k 35.33
Texas Capital Bancshares (TCBI) 0.1 $258k 5.2k 49.77
Affymax (AFFY) 0.1 $242k 12k 21.06
On Assignment 0.1 $221k 11k 19.93
Asbury Automotive (ABG) 0.1 $240k 8.6k 28.00
Cyberonics 0.1 $256k 4.9k 52.46
Heartland Payment Systems 0.1 $230k 7.3k 31.68
Old Dominion Freight Line (ODFL) 0.1 $228k 7.6k 30.15
Cardtronics 0.1 $250k 8.4k 29.80
Ada-es 0.1 $212k 9.0k 23.60
EXACT Sciences Corporation (EXAS) 0.1 $227k 21k 11.02
Endologix 0.1 $240k 17k 13.84
D Fluidigm Corp Del (LAB) 0.1 $226k 13k 17.07
Imperva 0.1 $214k 5.8k 37.09
Jazz Pharmaceuticals (JAZZ) 0.1 $215k 3.8k 57.18
Proto Labs (PRLB) 0.1 $222k 6.6k 33.87
Wageworks 0.1 $224k 13k 17.45
Ryland 0.0 $187k 6.2k 30.02
PolyOne Corporation 0.0 $207k 13k 16.55
M/I Homes (MHO) 0.0 $207k 11k 19.33
Rosetta Resources 0.0 $199k 4.1k 48.07
Sourcefire 0.0 $201k 4.1k 49.20
Towerstream Corporation 0.0 $195k 48k 4.06
Tangoe 0.0 $182k 14k 13.14
Demandware 0.0 $208k 6.6k 31.74
Infoblox 0.0 $183k 7.9k 23.26
Peregrine Semiconductor 0.0 $209k 12k 16.99
Carrizo Oil & Gas 0.0 $153k 6.1k 25.24
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $164k 1.7k 96.81
Cepheid 0.0 $159k 4.6k 34.64
Neonode 0.0 $126k 33k 3.79
Akorn 0.0 $113k 8.6k 13.16
SurModics (SRDX) 0.0 $107k 5.3k 20.02
VELTI PLC ST Helier 0.0 $116k 14k 8.29
Ubiquiti Networks 0.0 $103k 8.8k 11.76
Big 5 Sporting Goods Corporation (BGFV) 0.0 $5.0k 527.00 9.49
Arctic Cat 0.0 $5.0k 114.00 43.86
American Vanguard (AVD) 0.0 $8.0k 238.00 33.61
Integrated Silicon Solution 0.0 $5.0k 527.00 9.49
InterNAP Network Services 0.0 $5.0k 733.00 6.82
Wabash National Corporation (WNC) 0.0 $5.0k 740.00 6.76
Apogee Enterprises (APOG) 0.0 $6.0k 293.00 20.48
American Railcar Industries 0.0 $6.0k 202.00 29.70
Unifi 0.0 $6.0k 459.00 13.07
Computer Task 0.0 $6.0k 366.00 16.39
Citi Trends (CTRN) 0.0 $3.0k 233.00 12.88
Dyax 0.0 $6.0k 2.2k 2.72
Callidus Software 0.0 $5.0k 1.0k 4.91
Bridge Capital Holdings 0.0 $5.0k 354.00 14.12
Cray 0.0 $8.0k 660.00 12.12
Solta Medical 0.0 $6.0k 1.9k 3.17
TGC Industries 0.0 $4.0k 540.00 7.41
Ym Biosciences 0.0 $4.0k 2.4k 1.66
Web 0.0 $8.0k 468.00 17.09
Orbcomm 0.0 $7.0k 2.0k 3.53
inContact, Inc . 0.0 $7.0k 1.1k 6.49
Datalink Corporation 0.0 $4.0k 466.00 8.58
Achillion Pharmaceuticals 0.0 $10k 961.00 10.41
Amarin Corporation (AMRN) 0.0 $8.0k 621.00 12.88
Gentium S.p.A. 0.0 $4.0k 371.00 10.78
Allot Communications (ALLT) 0.0 $6.0k 214.00 28.04
AdCare Health Systems 0.0 $5.0k 1.1k 4.64
Manitex International (MNTX) 0.0 $4.0k 624.00 6.41
DUSA Pharmaceuticals 0.0 $7.0k 988.00 7.09
Echo Global Logistics 0.0 $6.0k 342.00 17.54
Aegerion Pharmaceuticals 0.0 $5.0k 354.00 14.12
SPS Commerce (SPSC) 0.0 $10k 245.00 40.82
Unilife US 0.0 $3.0k 1.1k 2.86
Winmark Corporation (WINA) 0.0 $6.0k 110.00 54.55
Tearlab Corp 0.0 $7.0k 1.7k 4.11
Uni-Pixel (UNXLQ) 0.0 $4.0k 662.00 6.04
Glu Mobile 0.0 $7.0k 1.6k 4.48
Market Leader 0.0 $5.0k 716.00 6.98
Raptor Pharmaceutical 0.0 $5.0k 886.00 5.64
AtriCure (ATRC) 0.0 $4.0k 543.00 7.37
Datawatch Corporation 0.0 $9.0k 435.00 20.69
Procera Networks 0.0 $5.0k 226.00 22.12
ChipMOS Technology Bermuda 0.0 $8.0k 509.00 15.72
Magnachip Semiconductor Corp (MX) 0.0 $4.0k 335.00 11.94
Neptune Technologies Bioreso 0.0 $7.0k 1.5k 4.54
Netqin Mobile 0.0 $6.0k 720.00 8.33
Magicjack Vocaltec 0.0 $7.0k 276.00 25.36
Newlink Genetics Corporation 0.0 $6.0k 349.00 17.19
Synacor 0.0 $3.0k 348.00 8.62
Proofpoint 0.0 $7.0k 418.00 16.75
Natural Grocers By Vitamin C (NGVC) 0.0 $4.0k 180.00 22.22
Performant Finl (PFMT) 0.0 $5.0k 481.00 10.40