Magee Thomson Investment Partners as of Dec. 31, 2013
Portfolio Holdings for Magee Thomson Investment Partners
Magee Thomson Investment Partners holds 146 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gilead Sciences (GILD) | 5.1 | $23M | 307k | 75.10 | |
| Actavis | 4.8 | $22M | 130k | 168.00 | |
| MasterCard Incorporated (MA) | 4.8 | $22M | 26k | 835.46 | |
| Alexion Pharmaceuticals | 4.2 | $19M | 142k | 132.88 | |
| 4.1 | $19M | 17k | 1120.65 | ||
| BE Aerospace | 4.1 | $19M | 213k | 87.03 | |
| Starbucks Corporation (SBUX) | 4.1 | $18M | 235k | 78.38 | |
| Ultimate Software | 3.9 | $18M | 114k | 153.21 | |
| Amazon (AMZN) | 3.8 | $17M | 43k | 398.78 | |
| Alliance Data Systems Corporation (BFH) | 3.7 | $17M | 64k | 262.92 | |
| Las Vegas Sands (LVS) | 3.7 | $17M | 211k | 78.87 | |
| Facebook Inc cl a (META) | 3.4 | $15M | 281k | 54.65 | |
| Gnc Holdings Inc Cl A | 3.4 | $15M | 262k | 58.46 | |
| SBA Communications Corporation | 3.2 | $15M | 162k | 89.85 | |
| Linkedin Corp | 3.2 | $15M | 67k | 216.82 | |
| Hertz Global Holdings | 3.2 | $14M | 500k | 28.62 | |
| CoStar (CSGP) | 3.0 | $14M | 74k | 184.59 | |
| Johnson Controls | 2.8 | $13M | 250k | 51.30 | |
| stock | 2.8 | $13M | 186k | 68.67 | |
| Ocwen Financial Corporation | 2.8 | $13M | 228k | 55.45 | |
| J.B. Hunt Transport Services (JBHT) | 2.6 | $12M | 154k | 77.31 | |
| Halliburton Company (HAL) | 2.5 | $12M | 227k | 50.75 | |
| priceline.com Incorporated | 2.5 | $12M | 9.9k | 1162.39 | |
| Chart Industries (GTLS) | 2.5 | $11M | 117k | 95.63 | |
| Regeneron Pharmaceuticals (REGN) | 2.5 | $11M | 41k | 275.23 | |
| Servicenow (NOW) | 2.5 | $11M | 199k | 56.01 | |
| Hexcel Corporation (HXL) | 2.4 | $11M | 238k | 44.69 | |
| Asml Holding (ASML) | 1.9 | $8.5M | 91k | 93.69 | |
| Cree | 1.8 | $8.0M | 129k | 62.52 | |
| athenahealth | 1.4 | $6.2M | 46k | 134.51 | |
| Euronet Worldwide (EEFT) | 0.1 | $387k | 8.1k | 47.98 | |
| Acadia Healthcare (ACHC) | 0.1 | $392k | 8.3k | 47.41 | |
| Methode Electronics (MEI) | 0.1 | $371k | 11k | 34.23 | |
| PolyOne Corporation | 0.1 | $352k | 10k | 35.26 | |
| Old Dominion Freight Line (ODFL) | 0.1 | $341k | 6.5k | 52.84 | |
| Aspen Technology | 0.1 | $367k | 8.8k | 41.84 | |
| BofI Holding | 0.1 | $347k | 4.4k | 78.21 | |
| Financial Engines | 0.1 | $374k | 5.4k | 69.71 | |
| La-Z-Boy Incorporated (LZB) | 0.1 | $310k | 10k | 30.92 | |
| Ban (TBBK) | 0.1 | $321k | 18k | 17.79 | |
| Eagle Materials (EXP) | 0.1 | $304k | 3.9k | 77.31 | |
| Cyberonics | 0.1 | $319k | 4.9k | 65.37 | |
| CalAmp | 0.1 | $296k | 11k | 27.92 | |
| Proto Labs (PRLB) | 0.1 | $310k | 4.4k | 71.00 | |
| Wageworks | 0.1 | $329k | 5.5k | 59.33 | |
| SeaChange International | 0.1 | $263k | 22k | 12.15 | |
| Asbury Automotive (ABG) | 0.1 | $289k | 5.4k | 53.74 | |
| Akorn | 0.1 | $268k | 11k | 24.61 | |
| PowerSecure International | 0.1 | $287k | 17k | 17.16 | |
| Novadaq Technologies | 0.1 | $267k | 16k | 16.47 | |
| Reis | 0.1 | $258k | 13k | 19.19 | |
| Imperva | 0.1 | $277k | 5.8k | 48.02 | |
| Regional Management (RM) | 0.1 | $273k | 8.1k | 33.85 | |
| Himax Technologies (HIMX) | 0.1 | $236k | 16k | 14.72 | |
| Thor Industries (THO) | 0.1 | $245k | 4.4k | 55.23 | |
| Deckers Outdoor Corporation (DECK) | 0.1 | $230k | 2.7k | 84.50 | |
| Astronics Corporation (ATRO) | 0.1 | $224k | 4.4k | 51.07 | |
| Builders FirstSource (BLDR) | 0.1 | $235k | 33k | 7.15 | |
| Extreme Networks (EXTR) | 0.1 | $225k | 32k | 6.97 | |
| Baltic Trading | 0.1 | $246k | 38k | 6.45 | |
| Pacira Pharmaceuticals (PCRX) | 0.1 | $224k | 3.9k | 57.55 | |
| Spirit Airlines (SAVE) | 0.1 | $236k | 5.2k | 45.43 | |
| Move | 0.1 | $239k | 15k | 16.01 | |
| Epam Systems (EPAM) | 0.1 | $226k | 6.5k | 35.03 | |
| Infoblox | 0.1 | $236k | 7.2k | 32.97 | |
| Amira Nature Foods | 0.1 | $248k | 16k | 15.76 | |
| Lifelock | 0.1 | $248k | 15k | 16.40 | |
| Applied Optoelectronics (AAOI) | 0.1 | $243k | 16k | 14.99 | |
| Canadian Solar (CSIQ) | 0.0 | $199k | 6.7k | 29.82 | |
| Dorman Products (DORM) | 0.0 | $171k | 3.0k | 56.19 | |
| FormFactor (FORM) | 0.0 | $168k | 28k | 6.06 | |
| Sucampo Pharmaceuticals | 0.0 | $194k | 21k | 9.43 | |
| 8x8 (EGHT) | 0.0 | $193k | 19k | 10.15 | |
| Endologix | 0.0 | $200k | 11k | 17.51 | |
| Tearlab Corp | 0.0 | $203k | 22k | 9.32 | |
| Insmed (INSM) | 0.0 | $171k | 10k | 17.06 | |
| Bonanza Creek Energy | 0.0 | $198k | 4.5k | 43.63 | |
| Icon (ICLR) | 0.0 | $160k | 3.9k | 40.68 | |
| Advanced Emissions (ARQ) | 0.0 | $181k | 3.3k | 54.65 | |
| Burlington Stores (BURL) | 0.0 | $172k | 5.3k | 32.20 | |
| Integrated Device Technology | 0.0 | $156k | 15k | 10.25 | |
| Exar Corporation | 0.0 | $118k | 10k | 11.70 | |
| On Assignment | 0.0 | $156k | 4.4k | 35.17 | |
| Novavax | 0.0 | $157k | 30k | 5.16 | |
| Ligand Pharmaceuticals In (LGND) | 0.0 | $149k | 2.8k | 52.80 | |
| C&j Energy Services | 0.0 | $143k | 6.2k | 23.25 | |
| Jazz Pharmaceuticals (JAZZ) | 0.0 | $158k | 1.2k | 127.42 | |
| Us Silica Hldgs (SLCA) | 0.0 | $145k | 4.2k | 34.39 | |
| Cellular Dynamics Internatio | 0.0 | $130k | 7.9k | 16.43 | |
| Enzymotec | 0.0 | $148k | 5.5k | 27.16 | |
| Datawatch Corporation | 0.0 | $77k | 2.3k | 33.65 | |
| XOMA CORP Common equity shares | 0.0 | $93k | 14k | 6.68 | |
| Altisource Residential Corp cl b | 0.0 | $77k | 2.6k | 29.96 | |
| MannKind Corporation | 0.0 | $55k | 11k | 5.20 | |
| Celldex Therapeutics | 0.0 | $52k | 2.1k | 24.21 | |
| ReneSola | 0.0 | $4.0k | 1.2k | 3.43 | |
| EMCORE Corporation | 0.0 | $10k | 1.9k | 5.17 | |
| Franklin Covey (FC) | 0.0 | $6.0k | 317.00 | 18.93 | |
| Apogee Enterprises (APOG) | 0.0 | $9.0k | 253.00 | 35.57 | |
| Capstone Turbine Corporation | 0.0 | $8.0k | 5.8k | 1.38 | |
| Stoneridge (SRI) | 0.0 | $4.0k | 334.00 | 11.98 | |
| Dyax | 0.0 | $6.0k | 745.00 | 8.05 | |
| Insteel Industries (IIIN) | 0.0 | $9.0k | 387.00 | 23.26 | |
| LTX-Credence Corporation (LTXC) | 0.0 | $6.0k | 884.00 | 6.79 | |
| PDF Solutions (PDFS) | 0.0 | $9.0k | 344.00 | 26.16 | |
| Zhone Technlgs | 0.0 | $9.0k | 1.6k | 5.70 | |
| Axcelis Technologies | 0.0 | $10k | 4.6k | 2.16 | |
| Dixie (DXYN) | 0.0 | $7.0k | 546.00 | 12.82 | |
| Oppenheimer Holdings (OPY) | 0.0 | $6.0k | 265.00 | 22.64 | |
| PGT | 0.0 | $6.0k | 616.00 | 9.74 | |
| Rentrak Corporation | 0.0 | $9.0k | 235.00 | 38.30 | |
| Camtek (CAMT) | 0.0 | $4.0k | 1.1k | 3.68 | |
| PFSweb | 0.0 | $6.0k | 585.00 | 10.26 | |
| Real Goods Solar | 0.0 | $6.0k | 1.8k | 3.40 | |
| Motorcar Parts of America (MPAA) | 0.0 | $14k | 706.00 | 19.83 | |
| Manitex International (MNTX) | 0.0 | $9.0k | 522.00 | 17.24 | |
| Kandi Technolgies (KNDI) | 0.0 | $10k | 795.00 | 12.58 | |
| Inphi Corporation | 0.0 | $8.0k | 624.00 | 12.82 | |
| SPS Commerce (SPSC) | 0.0 | $6.0k | 81.00 | 74.07 | |
| Pure Cycle Corporation (PCYO) | 0.0 | $5.0k | 796.00 | 6.28 | |
| Hudson Technologies (HDSN) | 0.0 | $6.0k | 1.9k | 3.18 | |
| Adept Technology | 0.0 | $9.0k | 521.00 | 17.27 | |
| Gain Capital Holdings | 0.0 | $4.0k | 455.00 | 8.79 | |
| Quantum Fuel Systems Technologies | 0.0 | $8.0k | 989.00 | 8.09 | |
| Park City (TRAK) | 0.0 | $8.0k | 728.00 | 10.99 | |
| Uni-Pixel | 0.0 | $4.0k | 386.00 | 10.36 | |
| Sapiens Intl Corp N V | 0.0 | $8.0k | 1.0k | 7.77 | |
| eGain Communications Corporation (EGAN) | 0.0 | $6.0k | 517.00 | 11.61 | |
| Magnachip Semiconductor Corp (MX) | 0.0 | $5.0k | 251.00 | 19.92 | |
| Gsv Cap Corp | 0.0 | $6.0k | 480.00 | 12.50 | |
| Neonode | 0.0 | $6.0k | 940.00 | 6.38 | |
| 2060000 Power Solutions International (PSIX) | 0.0 | $6.0k | 78.00 | 76.92 | |
| Proofpoint | 0.0 | $6.0k | 214.00 | 28.04 | |
| Icad (ICAD) | 0.0 | $5.0k | 438.00 | 11.42 | |
| Cell Therapeutics | 0.0 | $4.0k | 2.0k | 1.96 | |
| Natural Grocers By Vitamin C (NGVC) | 0.0 | $6.0k | 159.00 | 37.74 | |
| Attunity | 0.0 | $6.0k | 651.00 | 9.22 | |
| United Ins Hldgs (ACIC) | 0.0 | $10k | 756.00 | 13.23 | |
| Daqo New Energy Corp- (DQ) | 0.0 | $6.0k | 144.00 | 41.67 | |
| D Stemline Therapeutics | 0.0 | $6.0k | 297.00 | 20.20 | |
| Ambit Bioscience | 0.0 | $3.0k | 291.00 | 10.31 | |
| Cancer Genetics | 0.0 | $6.0k | 497.00 | 12.07 | |
| Luxoft Holding Inc cmn | 0.0 | $8.0k | 205.00 | 39.02 | |
| Speed Commerce | 0.0 | $6.0k | 1.5k | 3.99 | |
| Montage Technology | 0.0 | $8.0k | 447.00 | 17.90 | |
| Ideal Power | 0.0 | $6.0k | 1.3k | 4.75 |
