Magee Thomson Investment Partners as of Dec. 31, 2012
Portfolio Holdings for Magee Thomson Investment Partners
Magee Thomson Investment Partners holds 137 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 |
|---|---|---|---|---|---|
| MasterCard Incorporated (MA) | 7.8 | $32M | 65k | 491.27 | |
| Apple (AAPL) | 5.1 | $21M | 39k | 532.17 | |
| TransDigm Group Incorporated (TDG) | 4.7 | $19M | 141k | 136.36 | |
| Alliance Data Systems Corporation (BFH) | 4.7 | $19M | 133k | 144.76 | |
| Actavis | 4.3 | $17M | 203k | 86.01 | |
| Starbucks Corporation (SBUX) | 4.1 | $17M | 316k | 53.63 | |
| eBay (EBAY) | 4.0 | $16M | 319k | 51.00 | |
| Nordstrom (JWN) | 3.8 | $16M | 290k | 53.50 | |
| Gilead Sciences (GILD) | 3.8 | $16M | 210k | 73.45 | |
| TJX Companies (TJX) | 3.6 | $15M | 352k | 42.45 | |
| Amazon (AMZN) | 3.5 | $15M | 58k | 250.87 | |
| EMC Corporation | 3.5 | $15M | 573k | 25.30 | |
| Ultimate Software | 3.5 | $14M | 153k | 94.41 | |
| Qualcomm (QCOM) | 3.4 | $14M | 225k | 61.85 | |
| Linkedin Corp | 3.1 | $13M | 112k | 114.83 | |
| SBA Communications Corporation | 3.1 | $13M | 181k | 70.97 | |
| Directv | 3.1 | $13M | 253k | 50.16 | |
| J.B. Hunt Transport Services (JBHT) | 3.0 | $12M | 207k | 59.72 | |
| Alexion Pharmaceuticals | 3.0 | $12M | 131k | 93.74 | |
| Novo Nordisk A/S (NVO) | 2.9 | $12M | 74k | 163.22 | |
| Las Vegas Sands (LVS) | 2.8 | $11M | 244k | 46.16 | |
| Concho Resources | 2.6 | $11M | 133k | 80.55 | |
| Waters Corporation (WAT) | 2.6 | $11M | 123k | 87.12 | |
| FMC Technologies | 2.5 | $10M | 241k | 42.84 | |
| Ocwen Financial Corporation | 2.5 | $10M | 297k | 34.58 | |
| ARM Holdings | 2.1 | $8.8M | 231k | 37.83 | |
| Gnc Holdings Inc Cl A | 2.1 | $8.7M | 260k | 33.28 | |
| athenahealth | 1.9 | $7.9M | 107k | 73.29 | |
| 8x8 (EGHT) | 0.1 | $331k | 45k | 7.35 | |
| Eagle Materials (EXP) | 0.1 | $289k | 4.9k | 58.50 | |
| Asbury Automotive (ABG) | 0.1 | $274k | 8.6k | 31.97 | |
| M/I Homes (MHO) | 0.1 | $281k | 11k | 26.47 | |
| Ryland | 0.1 | $228k | 6.2k | 36.60 | |
| Texas Capital Bancshares (TCBI) | 0.1 | $232k | 5.2k | 44.75 | |
| PolyOne Corporation | 0.1 | $255k | 13k | 20.39 | |
| Cyberonics | 0.1 | $256k | 4.9k | 52.46 | |
| Old Dominion Freight Line (ODFL) | 0.1 | $259k | 7.6k | 34.25 | |
| Conn's (CONN) | 0.1 | $236k | 7.7k | 30.63 | |
| Aspen Technology | 0.1 | $252k | 9.1k | 27.68 | |
| Proto Labs (PRLB) | 0.1 | $258k | 6.6k | 39.37 | |
| HSN | 0.1 | $222k | 4.0k | 55.18 | |
| La-Z-Boy Incorporated (LZB) | 0.1 | $218k | 15k | 14.13 | |
| PAREXEL International Corporation | 0.1 | $211k | 7.1k | 29.55 | |
| SeaChange International | 0.1 | $212k | 22k | 9.73 | |
| Affymax (AFFY) | 0.1 | $218k | 11k | 19.05 | |
| On Assignment | 0.1 | $225k | 11k | 20.29 | |
| Euronet Worldwide (EEFT) | 0.1 | $219k | 9.3k | 23.61 | |
| Rosetta Resources | 0.1 | $188k | 4.1k | 45.41 | |
| Builders FirstSource (BLDR) | 0.1 | $187k | 34k | 5.57 | |
| Sourcefire | 0.1 | $193k | 4.1k | 47.25 | |
| D Fluidigm Corp Del (LAB) | 0.1 | $190k | 13k | 14.35 | |
| Peregrine Semiconductor | 0.1 | $190k | 12k | 15.34 | |
| Ban (TBBK) | 0.0 | $170k | 15k | 11.02 | |
| InnerWorkings | 0.0 | $167k | 12k | 13.80 | |
| Brinker International (EAT) | 0.0 | $161k | 5.2k | 31.06 | |
| Dorman Products (DORM) | 0.0 | $168k | 4.7k | 35.46 | |
| OSI Systems (OSIS) | 0.0 | $162k | 2.5k | 64.29 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $167k | 1.7k | 98.58 | |
| Applied Micro Circuits Corporation | 0.0 | $184k | 22k | 8.43 | |
| Heartland Payment Systems | 0.0 | $172k | 5.8k | 29.56 | |
| Chart Industries (GTLS) | 0.0 | $173k | 2.6k | 66.77 | |
| Icon | 0.0 | $157k | 5.6k | 27.81 | |
| MasTec (MTZ) | 0.0 | $177k | 7.1k | 25.08 | |
| Computer Task | 0.0 | $166k | 9.1k | 18.25 | |
| Endologix | 0.0 | $163k | 11k | 14.27 | |
| Towerstream Corporation | 0.0 | $157k | 48k | 3.25 | |
| Acadia Healthcare (ACHC) | 0.0 | $165k | 7.1k | 23.38 | |
| Imperva | 0.0 | $182k | 5.8k | 31.55 | |
| Altisource Portfolio Solns S reg (ASPS) | 0.0 | $126k | 1.4k | 87.38 | |
| eHealth (EHTH) | 0.0 | $122k | 4.5k | 27.11 | |
| Thor Industries (THO) | 0.0 | $140k | 3.7k | 37.53 | |
| BioScrip | 0.0 | $111k | 10k | 10.69 | |
| Akorn | 0.0 | $115k | 8.6k | 13.40 | |
| SurModics (SRDX) | 0.0 | $119k | 5.3k | 22.27 | |
| BofI Holding | 0.0 | $108k | 3.9k | 27.47 | |
| EXACT Sciences Corporation (EXAS) | 0.0 | $125k | 12k | 10.49 | |
| GenMark Diagnostics | 0.0 | $117k | 13k | 8.93 | |
| Cavium | 0.0 | $142k | 4.5k | 31.29 | |
| Jazz Pharmaceuticals (JAZZ) | 0.0 | $112k | 2.1k | 52.76 | |
| Nationstar Mortgage | 0.0 | $115k | 3.7k | 30.83 | |
| Infoblox | 0.0 | $142k | 7.9k | 18.05 | |
| Wageworks | 0.0 | $129k | 7.2k | 17.85 | |
| Axiall | 0.0 | $142k | 3.4k | 41.42 | |
| Nanosphere | 0.0 | $94k | 33k | 2.85 | |
| Ada-es | 0.0 | $94k | 5.7k | 16.63 | |
| Novadaq Technologies | 0.0 | $84k | 9.6k | 8.79 | |
| Neonode | 0.0 | $87k | 18k | 4.82 | |
| Demandware | 0.0 | $101k | 3.7k | 27.07 | |
| Big 5 Sporting Goods Corporation (BGFV) | 0.0 | $7.0k | 581.00 | 12.05 | |
| Arctic Cat | 0.0 | $4.0k | 114.00 | 35.09 | |
| American Vanguard (AVD) | 0.0 | $5.0k | 160.00 | 31.25 | |
| InterNAP Network Services | 0.0 | $5.0k | 733.00 | 6.82 | |
| Wabash National Corporation (WNC) | 0.0 | $6.0k | 633.00 | 9.48 | |
| Apogee Enterprises (APOG) | 0.0 | $8.0k | 342.00 | 23.39 | |
| American Railcar Industries | 0.0 | $5.0k | 148.00 | 33.78 | |
| Landec Corporation (LFCR) | 0.0 | $5.0k | 495.00 | 10.10 | |
| Repligen Corporation (RGEN) | 0.0 | $5.0k | 773.00 | 6.47 | |
| Citi Trends (CTRN) | 0.0 | $5.0k | 351.00 | 14.25 | |
| Dyax | 0.0 | $7.0k | 2.2k | 3.17 | |
| PDF Solutions (PDFS) | 0.0 | $5.0k | 345.00 | 14.49 | |
| CalAmp | 0.0 | $4.0k | 451.00 | 8.87 | |
| Bridge Capital Holdings | 0.0 | $5.0k | 354.00 | 14.12 | |
| Cray | 0.0 | $9.0k | 570.00 | 15.79 | |
| Myr (MYRG) | 0.0 | $5.0k | 249.00 | 20.08 | |
| PGT | 0.0 | $5.0k | 1.1k | 4.61 | |
| Lionbridge Technologies | 0.0 | $5.0k | 1.2k | 4.15 | |
| Web | 0.0 | $5.0k | 362.00 | 13.81 | |
| inContact, Inc . | 0.0 | $5.0k | 940.00 | 5.32 | |
| Supportsoft | 0.0 | $5.0k | 1.1k | 4.48 | |
| Achillion Pharmaceuticals | 0.0 | $6.0k | 733.00 | 8.19 | |
| Amarin Corporation (AMRN) | 0.0 | $4.0k | 538.00 | 7.43 | |
| Gentium S.p.A. | 0.0 | $6.0k | 513.00 | 11.70 | |
| AdCare Health Systems | 0.0 | $7.0k | 1.6k | 4.50 | |
| Manitex International (MNTX) | 0.0 | $4.0k | 624.00 | 6.41 | |
| Echo Global Logistics | 0.0 | $7.0k | 342.00 | 20.47 | |
| Aegerion Pharmaceuticals | 0.0 | $8.0k | 317.00 | 25.24 | |
| Mindspeed Technologies | 0.0 | $7.0k | 1.4k | 5.17 | |
| SPS Commerce (SPSC) | 0.0 | $7.0k | 201.00 | 34.83 | |
| Tearlab Corp | 0.0 | $7.0k | 1.6k | 4.30 | |
| Numerex | 0.0 | $4.0k | 283.00 | 14.13 | |
| Uni-Pixel | 0.0 | $10k | 708.00 | 14.12 | |
| Market Leader | 0.0 | $6.0k | 866.00 | 6.93 | |
| Raptor Pharmaceutical | 0.0 | $5.0k | 886.00 | 5.64 | |
| Datawatch Corporation | 0.0 | $4.0k | 278.00 | 14.39 | |
| Procera Networks | 0.0 | $4.0k | 220.00 | 18.18 | |
| ChipMOS Technology Bermuda | 0.0 | $6.0k | 509.00 | 11.79 | |
| Magnachip Semiconductor Corp (MX) | 0.0 | $9.0k | 556.00 | 16.19 | |
| Neptune Technologies Bioreso | 0.0 | $3.0k | 1.5k | 1.95 | |
| Magicjack Vocaltec | 0.0 | $5.0k | 276.00 | 18.12 | |
| Tangoe | 0.0 | $3.0k | 233.00 | 12.88 | |
| Newlink Genetics Corporation | 0.0 | $4.0k | 349.00 | 11.46 | |
| Proofpoint | 0.0 | $6.0k | 485.00 | 12.37 | |
| Acquity | 0.0 | $5.0k | 636.00 | 7.86 | |
| Natural Grocers By Vitamin C (NGVC) | 0.0 | $4.0k | 220.00 | 18.18 | |
| Performant Finl (PFMT) | 0.0 | $6.0k | 600.00 | 10.00 | |
| Altisource Residential Corp cl b | 0.0 | $8.0k | 480.00 | 16.64 | |
| Altisource Asset Management (AAMC) | 0.0 | $12k | 144.00 | 83.22 |
