MindShare Capital Management

MindShare Capital Management as of Sept. 30, 2012

Portfolio Holdings for MindShare Capital Management

MindShare Capital Management holds 76 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
CalAmp 3.1 $1.2M 142k 8.21
PDF Solutions (PDFS) 3.0 $1.1M 81k 13.66
Spectranetics Corporation 2.9 $1.1M 72k 14.75
Headwaters Incorporated 2.6 $951k 145k 6.58
Akorn 2.4 $895k 68k 13.22
Multimedia Games 2.4 $882k 56k 15.72
Mueller Water Products (MWA) 2.3 $852k 174k 4.90
Builders FirstSource (BLDR) 2.2 $833k 161k 5.19
Attunity 2.1 $797k 101k 7.93
USG Corporation 2.1 $792k 36k 21.96
Smith & Wesson Holding Corporation 2.1 $770k 70k 11.02
EnteroMedics 2.0 $746k 204k 3.65
Streamline Health Solutions (STRM) 2.0 $746k 134k 5.57
Nanosphere 1.9 $714k 215k 3.32
American Apparel 1.9 $695k 452k 1.54
Tearlab Corp 1.9 $685k 178k 3.85
IRIS International 1.8 $666k 34k 19.52
FormFactor (FORM) 1.8 $657k 118k 5.59
Cedar Fair 1.7 $646k 19k 33.47
Lithia Motors (LAD) 1.7 $645k 19k 33.32
Market Leader 1.6 $599k 89k 6.70
Grand Canyon Education (LOPE) 1.6 $595k 25k 23.52
Joe's Jeans 1.5 $564k 522k 1.08
Education Realty Trust 1.5 $543k 50k 10.89
Acadia Healthcare (ACHC) 1.5 $541k 23k 23.83
Flagstar Ban 1.5 $541k 492k 1.10
Ryland 1.4 $535k 18k 30.02
Heartland Payment Systems 1.4 $535k 17k 31.70
Columbia Laboratories 1.4 $526k 531k 0.99
Movado (MOV) 1.4 $520k 15k 33.73
On Assignment 1.4 $501k 25k 19.92
eHealth (EHTH) 1.3 $497k 27k 18.75
Inphi Corporation 1.3 $478k 45k 10.67
Novadaq Technologies 1.3 $473k 46k 10.34
Cadence Design Systems (CDNS) 1.2 $462k 36k 12.87
Ikanos Communications 1.2 $449k 323k 1.39
Huron Consulting (HURN) 1.2 $439k 13k 34.80
ReachLocal 1.2 $438k 35k 12.53
Cincinnati Bell 1.2 $434k 76k 5.71
NuVasive 1.2 $433k 19k 22.92
8x8 (EGHT) 1.1 $428k 65k 6.56
Hornbeck Offshore Services 1.1 $422k 12k 36.68
Dynavax Technologies Corporation 1.1 $423k 89k 4.76
ChipMOS Technology Bermuda 1.1 $403k 25k 15.84
Aspen Technology 1.1 $400k 16k 25.86
inContact, Inc . 1.1 $389k 60k 6.51
Mattersight Corp 1.0 $384k 65k 5.91
Five Below (FIVE) 1.0 $380k 9.7k 39.11
BioScrip 1.0 $373k 41k 9.11
Ormat Technologies (ORA) 1.0 $374k 20k 18.73
Amarin Corporation (AMRN) 1.0 $365k 29k 12.57
Hudson Technologies (HDSN) 1.0 $364k 100k 3.63
ACI Worldwide (ACIW) 0.9 $347k 8.2k 42.32
ZipRealty 0.9 $337k 119k 2.82
Beazer Homes Usa (BZH) 0.9 $333k 94k 3.54
Stewart Information Services Corporation (STC) 0.9 $325k 16k 20.16
Procera Networks 0.9 $324k 14k 23.51
Rentech 0.9 $320k 130k 2.46
Cray 0.9 $321k 25k 12.70
Lionbridge Technologies 0.8 $304k 86k 3.52
DepoMed 0.8 $301k 51k 5.91
Lexicon Pharmaceuticals 0.8 $296k 128k 2.32
Aceto Corporation 0.8 $294k 31k 9.45
Skechers USA (SKX) 0.8 $284k 14k 20.37
ValueVision Media 0.8 $283k 120k 2.35
Callidus Software 0.8 $282k 57k 4.92
Saba Software 0.7 $260k 26k 10.01
ION Geophysical Corporation 0.7 $247k 36k 6.93
Wabash National Corporation (WNC) 0.7 $246k 35k 7.13
NeoGenomics (NEO) 0.7 $243k 81k 3.00
Silicon Image 0.4 $162k 36k 4.57
Transgenomic 0.4 $164k 173k 0.95
Vitesse Semiconductor Corporate 0.4 $159k 65k 2.44
Cyanotech (CYAN) 0.3 $118k 20k 5.91
Cryoport 0.1 $37k 184k 0.20
Adolor Corporation Cpr 0.0 $0 159k 0.00