Magee Thomson Investment Partners as of June 30, 2013
Portfolio Holdings for Magee Thomson Investment Partners
Magee Thomson Investment Partners holds 137 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Actavis | 5.9 | $26M | 206k | 126.22 | |
| Gilead Sciences (GILD) | 4.5 | $20M | 389k | 51.27 | |
| Starbucks Corporation (SBUX) | 4.4 | $19M | 295k | 65.51 | |
| MasterCard Incorporated (MA) | 4.2 | $19M | 33k | 574.51 | |
| 4.1 | $18M | 21k | 880.41 | ||
| BE Aerospace | 3.8 | $17M | 266k | 63.08 | |
| Ultimate Software | 3.8 | $17M | 142k | 117.29 | |
| Alexion Pharmaceuticals | 3.7 | $16M | 178k | 92.23 | |
| Nordstrom (JWN) | 3.7 | $16M | 272k | 59.94 | |
| Hertz Global Holdings | 3.5 | $16M | 625k | 24.80 | |
| Amazon (AMZN) | 3.4 | $15M | 54k | 277.69 | |
| Linkedin Corp | 3.4 | $15M | 83k | 178.32 | |
| Alliance Data Systems Corporation (BFH) | 3.3 | $15M | 80k | 181.02 | |
| MasTec (MTZ) | 3.2 | $14M | 428k | 32.90 | |
| Las Vegas Sands (LVS) | 3.2 | $14M | 263k | 52.93 | |
| J.B. Hunt Transport Services (JBHT) | 3.1 | $14M | 192k | 72.24 | |
| Asml Holding (ASML) | 3.1 | $14M | 174k | 79.11 | |
| FMC Technologies | 3.0 | $13M | 240k | 55.68 | |
| D.R. Horton (DHI) | 2.9 | $13M | 606k | 21.28 | |
| SBA Communications Corporation | 2.9 | $13M | 170k | 74.11 | |
| Chart Industries (GTLS) | 2.7 | $12M | 128k | 94.08 | |
| TransDigm Group Incorporated (TDG) | 2.7 | $12M | 77k | 156.77 | |
| CoStar (CSGP) | 2.7 | $12M | 92k | 129.06 | |
| eBay (EBAY) | 2.6 | $11M | 217k | 51.72 | |
| athenahealth | 2.5 | $11M | 129k | 84.72 | |
| Gnc Holdings Inc Cl A | 2.4 | $11M | 243k | 44.21 | |
| Cree | 2.3 | $10M | 161k | 63.84 | |
| Apple (AAPL) | 2.2 | $9.7M | 24k | 396.50 | |
| ARM Holdings | 2.2 | $9.7M | 266k | 36.23 | |
| Ocwen Financial Corporation | 1.6 | $7.1M | 172k | 41.22 | |
| Conn's (CONNQ) | 0.1 | $372k | 7.2k | 51.95 | |
| Proto Labs (PRLB) | 0.1 | $373k | 5.7k | 64.90 | |
| La-Z-Boy Incorporated (LZB) | 0.1 | $274k | 14k | 20.28 | |
| PAREXEL International Corporation | 0.1 | $273k | 5.9k | 45.89 | |
| Ban (TBBK) | 0.1 | $274k | 18k | 14.98 | |
| Eagle Materials (EXP) | 0.1 | $260k | 3.9k | 66.12 | |
| SeaChange International | 0.1 | $255k | 22k | 11.69 | |
| Methode Electronics (MEI) | 0.1 | $262k | 15k | 17.01 | |
| On Assignment | 0.1 | $257k | 9.6k | 26.66 | |
| PolyOne Corporation | 0.1 | $247k | 10k | 24.74 | |
| Asbury Automotive (ABG) | 0.1 | $279k | 7.0k | 40.10 | |
| Cyberonics | 0.1 | $253k | 4.9k | 51.84 | |
| Euronet Worldwide (EEFT) | 0.1 | $257k | 8.1k | 31.86 | |
| Old Dominion Freight Line (ODFL) | 0.1 | $268k | 6.5k | 41.53 | |
| PowerSecure International | 0.1 | $253k | 17k | 15.04 | |
| BofI Holding | 0.1 | $282k | 6.2k | 45.85 | |
| 8x8 (EGHT) | 0.1 | $264k | 32k | 8.24 | |
| Reis | 0.1 | $248k | 13k | 18.49 | |
| Acadia Healthcare (ACHC) | 0.1 | $273k | 8.3k | 33.02 | |
| Imperva | 0.1 | $260k | 5.8k | 45.07 | |
| Infoblox | 0.1 | $265k | 9.1k | 29.20 | |
| Wageworks | 0.1 | $247k | 7.2k | 34.46 | |
| Icon (ICLR) | 0.1 | $248k | 7.0k | 35.49 | |
| HSN | 0.1 | $216k | 4.0k | 53.69 | |
| Thor Industries (THO) | 0.1 | $218k | 4.4k | 49.14 | |
| Silicon Graphics International | 0.1 | $237k | 18k | 13.39 | |
| BioScrip | 0.1 | $221k | 13k | 16.48 | |
| Dorman Products (DORM) | 0.1 | $216k | 4.7k | 45.59 | |
| Computer Task | 0.1 | $207k | 9.0k | 23.11 | |
| Aspen Technology | 0.1 | $229k | 8.0k | 28.75 | |
| Ada-es | 0.1 | $236k | 5.6k | 42.20 | |
| Financial Engines | 0.1 | $201k | 4.4k | 45.61 | |
| Novadaq Technologies | 0.1 | $219k | 16k | 13.46 | |
| Regional Management (RM) | 0.1 | $199k | 7.9k | 25.05 | |
| Ryland | 0.0 | $186k | 4.6k | 40.28 | |
| Builders FirstSource (BLDR) | 0.0 | $196k | 33k | 5.95 | |
| NCI Building Systems | 0.0 | $168k | 11k | 15.36 | |
| Sourcefire | 0.0 | $180k | 3.2k | 55.80 | |
| Tearlab Corp | 0.0 | $174k | 16k | 10.68 | |
| D Fluidigm Corp Del (LAB) | 0.0 | $181k | 10k | 17.50 | |
| Bonanza Creek Energy | 0.0 | $162k | 4.5k | 35.70 | |
| Nationstar Mortgage | 0.0 | $170k | 4.5k | 37.47 | |
| Akorn | 0.0 | $116k | 8.6k | 13.50 | |
| Ixia | 0.0 | $147k | 8.0k | 18.46 | |
| Astronics Corporation (ATRO) | 0.0 | $131k | 3.2k | 41.25 | |
| AZZ Incorporated (AZZ) | 0.0 | $149k | 3.8k | 38.88 | |
| Santarus | 0.0 | $128k | 6.1k | 21.16 | |
| CalAmp | 0.0 | $148k | 10k | 14.73 | |
| Endologix | 0.0 | $152k | 11k | 13.31 | |
| Jazz Pharmaceuticals (JAZZ) | 0.0 | $141k | 2.0k | 69.25 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $98k | 2.0k | 49.85 | |
| MannKind Corporation | 0.0 | $68k | 11k | 6.42 | |
| SurModics (SRDX) | 0.0 | $106k | 5.3k | 19.84 | |
| Sucampo Pharmaceuticals | 0.0 | $78k | 12k | 6.50 | |
| Infinity Pharmaceuticals (INFIQ) | 0.0 | $23k | 1.4k | 16.29 | |
| Insmed (INSM) | 0.0 | $62k | 5.3k | 11.71 | |
| Pacira Pharmaceuticals (PCRX) | 0.0 | $58k | 2.0k | 28.77 | |
| EMCORE Corporation | 0.0 | $7.0k | 1.7k | 4.19 | |
| Franklin Covey (FC) | 0.0 | $7.0k | 498.00 | 14.06 | |
| Big 5 Sporting Goods Corporation (BGFV) | 0.0 | $8.0k | 363.00 | 22.04 | |
| Move | 0.0 | $6.0k | 444.00 | 13.51 | |
| Apogee Enterprises (APOG) | 0.0 | $7.0k | 280.00 | 25.00 | |
| M/I Homes (MHO) | 0.0 | $7.0k | 273.00 | 25.64 | |
| Landec Corporation (LFCR) | 0.0 | $7.0k | 494.00 | 14.17 | |
| Repligen Corporation (RGEN) | 0.0 | $4.0k | 637.00 | 6.28 | |
| Stoneridge (SRI) | 0.0 | $7.0k | 583.00 | 12.01 | |
| Dyax | 0.0 | $4.0k | 1.4k | 2.83 | |
| Insteel Industries (IIIN) | 0.0 | $8.0k | 482.00 | 16.60 | |
| PDF Solutions (PDFS) | 0.0 | $7.0k | 346.00 | 20.23 | |
| Providence Service Corporation | 0.0 | $7.0k | 206.00 | 33.98 | |
| Axcelis Technologies | 0.0 | $7.0k | 4.0k | 1.75 | |
| Cray | 0.0 | $7.0k | 336.00 | 20.83 | |
| PGT | 0.0 | $7.0k | 723.00 | 9.68 | |
| Rentrak Corporation | 0.0 | $7.0k | 357.00 | 19.61 | |
| Web | 0.0 | $7.0k | 234.00 | 29.91 | |
| inContact, Inc . | 0.0 | $4.0k | 595.00 | 6.72 | |
| Supportsoft | 0.0 | $4.0k | 1.0k | 3.94 | |
| Achillion Pharmaceuticals | 0.0 | $4.0k | 584.00 | 6.85 | |
| Amarin Corporation (AMRN) | 0.0 | $4.0k | 661.00 | 6.05 | |
| Motorcar Parts of America (MPAA) | 0.0 | $7.0k | 660.00 | 10.61 | |
| Manitex International | 0.0 | $7.0k | 548.00 | 12.77 | |
| Aegerion Pharmaceuticals | 0.0 | $11k | 163.00 | 67.48 | |
| SPS Commerce (SPSC) | 0.0 | $6.0k | 103.00 | 58.25 | |
| Pure Cycle Corporation (PCYO) | 0.0 | $4.0k | 762.00 | 5.25 | |
| Gain Capital Holdings | 0.0 | $4.0k | 659.00 | 6.07 | |
| PT GA Cimatron Ltd ord | 0.0 | $4.0k | 567.00 | 7.05 | |
| Park City (TRAK) | 0.0 | $7.0k | 798.00 | 8.77 | |
| Uni-Pixel | 0.0 | $4.0k | 227.00 | 17.62 | |
| Raptor Pharmaceutical | 0.0 | $10k | 1.0k | 9.62 | |
| Sapiens Intl Corp N V | 0.0 | $5.0k | 928.00 | 5.39 | |
| MiMedx (MDXG) | 0.0 | $7.0k | 920.00 | 7.61 | |
| S&W Seed Company (SANW) | 0.0 | $4.0k | 536.00 | 7.46 | |
| ChipMOS Technology Bermuda | 0.0 | $8.0k | 426.00 | 18.78 | |
| Magnachip Semiconductor Corp (MX) | 0.0 | $7.0k | 364.00 | 19.23 | |
| Netqin Mobile | 0.0 | $6.0k | 709.00 | 8.46 | |
| Fidus Invt (FDUS) | 0.0 | $4.0k | 207.00 | 19.32 | |
| Planet Payment | 0.0 | $4.0k | 1.6k | 2.49 | |
| Neonode | 0.0 | $7.0k | 1.0k | 6.95 | |
| 2060000 Power Solutions International (PSIX) | 0.0 | $7.0k | 192.00 | 36.46 | |
| Proofpoint | 0.0 | $9.0k | 387.00 | 23.26 | |
| Natural Grocers By Vitamin C (NGVC) | 0.0 | $7.0k | 241.00 | 29.05 | |
| Performant Finl | 0.0 | $7.0k | 595.00 | 11.76 | |
| Chembio Diagnostics | 0.0 | $4.0k | 931.00 | 4.30 | |
| United Ins Hldgs (ACIC) | 0.0 | $7.0k | 962.00 | 7.28 | |
| Exone | 0.0 | $9.0k | 150.00 | 60.00 | |
| HEALTH INSURANCE Common equity Innovations shares | 0.0 | $4.0k | 342.00 | 11.70 | |
| Gigamon | 0.0 | $4.0k | 133.00 | 30.08 |
