Magee Thomson Investment Partners

Magee Thomson Investment Partners as of March 31, 2014

Portfolio Holdings for Magee Thomson Investment Partners

Magee Thomson Investment Partners holds 148 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Actavis 6.0 $27M 129k 205.86
Gilead Sciences (GILD) 5.0 $22M 309k 70.86
Alexion Pharmaceuticals 4.9 $21M 141k 152.13
MasterCard Incorporated (MA) 4.4 $19M 260k 74.70
BE Aerospace 4.2 $19M 213k 86.78
Google 4.2 $19M 17k 1114.52
Alliance Data Systems Corporation (BFH) 4.0 $18M 65k 272.45
Starbucks Corporation (SBUX) 3.9 $17M 235k 73.38
Las Vegas Sands (LVS) 3.9 $17M 211k 80.77
Facebook Inc cl a (META) 3.9 $17M 281k 60.24
Ultimate Software 3.5 $16M 114k 137.00
Servicenow (NOW) 3.5 $16M 258k 59.91
SBA Communications Corporation 3.4 $15M 163k 90.96
Amazon (AMZN) 3.3 $15M 43k 336.40
priceline.com Incorporated 3.2 $14M 12k 1191.83
CoStar (CSGP) 3.1 $14M 74k 186.75
Halliburton Company (HAL) 3.0 $13M 227k 58.89
stock (SPLK) 3.0 $13M 187k 71.49
Hertz Global Holdings 3.0 $13M 501k 26.64
Linkedin Corp 2.8 $12M 67k 184.92
Regeneron Pharmaceuticals (REGN) 2.8 $12M 41k 300.27
Johnson Controls 2.7 $12M 252k 47.33
Insulet Corporation (PODD) 2.5 $11M 236k 47.42
Hexcel Corporation (HXL) 2.4 $10M 238k 43.54
Palo Alto Networks (PANW) 2.4 $10M 151k 68.59
Spirit Airlines (SAVE) 2.1 $9.1M 154k 59.40
Asml Holding (ASML) 1.9 $8.5M 91k 93.36
WebMD Health 1.8 $7.9M 192k 41.40
athenahealth 1.7 $7.5M 47k 160.23
PowerSecure International 0.1 $441k 19k 23.51
BofI Holding 0.1 $381k 4.4k 85.87
Ban (TBBK) 0.1 $337k 18k 18.75
Eagle Materials (EXP) 0.1 $348k 3.9k 88.50
PolyOne Corporation 0.1 $367k 10k 36.77
Old Dominion Freight Line (ODFL) 0.1 $366k 6.5k 56.72
Aspen Technology 0.1 $372k 8.8k 42.41
Novadaq Technologies 0.1 $360k 16k 22.21
Imperva 0.1 $372k 6.7k 55.91
Applied Optoelectronics (AAOI) 0.1 $331k 13k 24.65
Builders FirstSource (BLDR) 0.1 $301k 33k 9.04
CalAmp (CAMP) 0.1 $293k 11k 27.90
Proto Labs (PRLB) 0.1 $295k 4.4k 67.57
Thor Industries (THO) 0.1 $271k 4.4k 61.09
Methode Electronics (MEI) 0.1 $277k 9.0k 30.69
Astronics Corporation (ATRO) 0.1 $278k 4.4k 63.38
Extreme Networks (EXTR) 0.1 $243k 42k 5.81
Baltic Trading 0.1 $285k 45k 6.32
Pacira Pharmaceuticals (PCRX) 0.1 $272k 3.9k 69.89
Acadia Healthcare (ACHC) 0.1 $279k 6.2k 45.00
Bonanza Creek Energy 0.1 $260k 5.8k 44.46
Us Silica Hldgs (SLCA) 0.1 $246k 6.4k 38.23
Cui Global 0.1 $272k 25k 11.03
Amira Nature Foods 0.1 $262k 15k 17.00
Lifelock 0.1 $259k 15k 17.13
La-Z-Boy Incorporated (LZB) 0.1 $235k 8.7k 27.17
Cyberonics 0.1 $240k 3.7k 65.40
RF Micro Devices 0.1 $234k 30k 7.87
Akorn 0.1 $240k 11k 22.04
Orbcomm 0.1 $224k 33k 6.86
8x8 (EGHT) 0.1 $206k 19k 10.83
Reis 0.1 $241k 13k 18.05
Global Eagle Acquisition Cor 0.1 $213k 14k 15.83
Wageworks 0.1 $235k 4.2k 56.17
ARC GROUP Worldwide (RMTO) 0.1 $204k 5.9k 34.62
Integrated Device Technology 0.0 $187k 15k 12.28
Cogent Communications (CCOI) 0.0 $194k 5.4k 35.64
H&E Equipment Services (HEES) 0.0 $180k 4.4k 40.58
FormFactor (FORM) 0.0 $175k 27k 6.39
Rentrak Corporation 0.0 $159k 2.6k 60.83
Financial Engines 0.0 $196k 3.9k 50.87
Ligand Pharmaceuticals In (LGND) 0.0 $190k 2.8k 67.33
Insmed (INSM) 0.0 $191k 10k 19.05
C&j Energy Services 0.0 $180k 6.2k 29.26
Move 0.0 $172k 15k 11.62
Jazz Pharmaceuticals (JAZZ) 0.0 $173k 1.2k 139.52
Smart Balance 0.0 $164k 9.3k 17.68
Icon (ICLR) 0.0 $187k 3.9k 47.55
Advanced Emissions (ADES) 0.0 $163k 6.6k 24.61
Nanostring Technologies (NSTG) 0.0 $169k 8.2k 20.69
Burlington Stores (BURL) 0.0 $158k 5.3k 29.58
Himax Technologies (HIMX) 0.0 $140k 12k 11.57
Exar Corporation 0.0 $120k 10k 11.90
Canadian Solar (CSIQ) 0.0 $137k 4.2k 32.28
Novavax 0.0 $139k 30k 4.57
Sucampo Pharmaceuticals 0.0 $148k 21k 7.20
Tearlab Corp 0.0 $149k 22k 6.77
Epam Systems (EPAM) 0.0 $153k 4.6k 32.99
Cellular Dynamics Internatio 0.0 $116k 7.9k 14.66
Enzymotec 0.0 $119k 5.5k 21.83
Keryx Biopharmaceuticals 0.0 $78k 4.6k 16.82
Sequans Communications Adr adr usd.02 0.0 $86k 31k 2.80
XOMA CORP Common equity shares 0.0 $69k 13k 5.16
Cell Therapeutics 0.0 $71k 21k 3.31
Altisource Residential Corp cl b 0.0 $80k 2.6k 31.13
Idera Pharmaceuticals 0.0 $59k 15k 4.06
Celldex Therapeutics 0.0 $38k 2.1k 17.69
Datawatch Corporation 0.0 $62k 2.3k 27.10
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 $6.0k 3.3k 1.85
Dyax 0.0 $6.0k 588.00 10.20
Enzo Biochem (ENZ) 0.0 $6.0k 1.7k 3.48
Insteel Industries (IIIN) 0.0 $8.0k 387.00 20.67
Axcelis Technologies 0.0 $10k 4.6k 2.16
Dixie (DXYN) 0.0 $12k 705.00 17.02
Oppenheimer Holdings (OPY) 0.0 $8.0k 265.00 30.19
PGT (PGTI) 0.0 $9.0k 731.00 12.31
Zhone Technologies 0.0 $6.0k 1.6k 3.80
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 1.7k 3.54
Motorcar Parts of America (MPAA) 0.0 $14k 543.00 25.78
Ltx Credence Corporation 0.0 $9.0k 1.0k 8.67
Century Casinos (CNTY) 0.0 $9.0k 1.2k 7.38
Manitex International (MNTX) 0.0 $6.0k 384.00 15.62
Kandi Technolgies (KNDI) 0.0 $6.0k 414.00 14.49
Hydrogenics Corporation 0.0 $8.0k 270.00 29.63
Inphi Corporation 0.0 $10k 624.00 16.03
EnteroMedics 0.0 $4.0k 2.3k 1.76
Hudson Technologies (HDSN) 0.0 $6.0k 2.2k 2.75
Adept Technology 0.0 $8.0k 403.00 19.85
Park City (TRAK) 0.0 $6.0k 581.00 10.33
IGI Laboratories 0.0 $4.0k 780.00 5.13
Sapiens Intl Corp N V 0.0 $6.0k 692.00 8.67
Intellipharmaceuticsintl Inc C 0.0 $8.0k 1.8k 4.37
Neophotonics Corp 0.0 $9.0k 1.1k 8.48
Gsv Cap Corp 0.0 $6.0k 597.00 10.05
Gigoptix 0.0 $8.0k 4.9k 1.65
Neonode 0.0 $6.0k 940.00 6.38
2060000 Power Solutions International (PSIX) 0.0 $6.0k 78.00 76.92
Emcore Corp (EMKR) 0.0 $6.0k 1.3k 4.49
Proofpoint 0.0 $9.0k 244.00 36.89
Icad (ICAD) 0.0 $6.0k 600.00 10.00
Natural Grocers By Vitamin C (NGVC) 0.0 $6.0k 159.00 37.74
Attunity 0.0 $8.0k 788.00 10.15
United Ins Hldgs (ACIC) 0.0 $6.0k 428.00 14.02
Daqo New Energy Corp- (DQ) 0.0 $6.0k 144.00 41.67
Venaxis 0.0 $9.0k 3.4k 2.67
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 $8.0k 480.00 16.67
Cytokinetics (CYTK) 0.0 $6.0k 581.00 10.33
Quantum Fuel Sys Technologies 0.0 $10k 989.00 10.11
Speed Commerce 0.0 $6.0k 1.5k 3.99
Conatus Pharmaceuticals 0.0 $4.0k 413.00 9.69
Ring Energy (REI) 0.0 $10k 637.00 15.70
Ideal Power 0.0 $6.0k 663.00 9.05
Gtt Communications 0.0 $6.0k 549.00 10.93