MindShare Capital Management

MindShare Capital Management as of Dec. 31, 2011

Portfolio Holdings for MindShare Capital Management

MindShare Capital Management holds 75 positions in its portfolio as reported in the December 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Akorn 5.9 $1.8M 162k 11.12
AtriCure (ATRC) 2.6 $804k 72k 11.10
Haynes International (HAYN) 2.5 $778k 14k 54.62
Spectranetics Corporation 2.5 $763k 106k 7.22
Chelsea Therapeutics International 2.4 $745k 145k 5.13
Actuate Corporation 2.4 $723k 123k 5.86
OraSure Technologies (OSUR) 2.3 $696k 76k 9.12
Radian (RDN) 2.2 $670k 287k 2.34
AuthenTec 2.0 $606k 189k 3.21
CalAmp 2.0 $602k 142k 4.24
Education Realty Trust 1.9 $586k 57k 10.23
Silicon Motion Technology (SIMO) 1.9 $581k 28k 20.48
Maxwell Technologies 1.9 $578k 36k 16.24
Imax Corp Cad (IMAX) 1.8 $565k 31k 18.33
Overland Storage 1.8 $563k 225k 2.50
Smith & Wesson Holding Corporation 1.8 $543k 125k 4.36
RAM Energy Resources 1.7 $514k 164k 3.13
Huron Consulting (HURN) 1.6 $500k 13k 38.76
Cedar Fair (FUN) 1.6 $497k 23k 21.49
Lithia Motors (LAD) 1.6 $497k 23k 21.86
Heartland Payment Systems 1.6 $487k 20k 24.36
American Vanguard (AVD) 1.6 $475k 36k 13.35
bebe stores 1.5 $472k 57k 8.33
RSC Holdings 1.5 $458k 25k 18.49
Global Power Equipment Grp I 1.4 $431k 18k 23.75
Advance America, Cash Advance Centers 1.4 $420k 47k 8.95
Nic 1.4 $421k 32k 13.31
Grand Canyon Education (LOPE) 1.4 $418k 26k 15.98
Inphi Corporation 1.4 $415k 35k 11.97
eHealth (EHTH) 1.3 $403k 27k 14.70
RTI Biologics 1.3 $398k 90k 4.44
Amarin Corporation (AMRN) 1.3 $399k 53k 7.48
FTI Consulting (FCN) 1.2 $383k 9.0k 42.37
Hornbeck Offshore Services 1.2 $379k 12k 31.01
inContact, Inc . 1.2 $380k 86k 4.43
Cal Dive International (CDVIQ) 1.2 $377k 168k 2.25
Thoratec Corporation 1.2 $367k 11k 33.55
Photronics (PLAB) 1.2 $367k 60k 6.08
Procera Networks 1.2 $368k 24k 15.58
Market Leader 1.2 $366k 133k 2.75
Buckeye Technologies 1.2 $356k 11k 33.41
RTI International Metals 1.1 $349k 15k 23.19
Kona Grill 1.1 $346k 57k 6.11
Glu Mobile 1.1 $336k 107k 3.14
Cardiovascular Systems 1.1 $325k 33k 9.85
HeartWare International 1.1 $324k 4.7k 69.01
Kaiser Aluminum (KALU) 1.0 $305k 6.7k 45.86
Allot Communications (ALLT) 1.0 $303k 20k 15.22
Magma Design Automation 1.0 $299k 42k 7.17
Conn's (CONN) 1.0 $300k 27k 11.11
Web 1.0 $297k 26k 11.46
Crocs (CROX) 0.9 $289k 20k 14.78
Walter Investment Management 0.9 $288k 14k 20.53
Dynavax Technologies Corporation 0.9 $273k 82k 3.31
Sonic Automotive (SAH) 0.9 $271k 18k 14.84
Vista Gold (VGZ) 0.9 $263k 86k 3.08
Mentor Graphics Corporation 0.8 $254k 19k 13.54
Farmer Brothers (FARM) 0.8 $256k 34k 7.63
Amerigon Incorporated 0.8 $255k 18k 14.26
Benihana 0.8 $254k 25k 10.23
Wabash National Corporation (WNC) 0.8 $247k 32k 7.84
Ariba 0.8 $248k 8.8k 28.10
LMI Aerospace 0.8 $241k 14k 17.54
C&j Energy Services 0.8 $242k 12k 20.95
CLICKSOFTWARE TECHNOLOGIES Ltd Com Stk 0.8 $238k 25k 9.59
Bottomline Technologies 0.8 $230k 9.9k 23.14
Luminex Corporation 0.7 $222k 11k 21.20
Aruba Networks 0.7 $201k 11k 18.51
PFSweb 0.6 $196k 60k 3.29
STAAR Surgical Company (STAA) 0.6 $193k 18k 10.52
Transgenomic 0.6 $193k 150k 1.29
Netlist (NLST) 0.6 $169k 67k 2.51
Silicon Image 0.5 $159k 34k 4.71
Cryoport 0.4 $125k 184k 0.68
Adolor Corporation Cpr 0.0 $0 159k 0.00