MindShare Capital Management

MindShare Capital Management as of Dec. 31, 2012

Portfolio Holdings for MindShare Capital Management

MindShare Capital Management holds 74 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
PDF Solutions (PDFS) 2.9 $1.1M 82k 13.78
Headwaters Incorporated 2.9 $1.1M 133k 8.56
USG Corporation 2.7 $1.0M 37k 28.07
Flagstar Ban 2.6 $1.0M 52k 19.40
Mueller Water Products (MWA) 2.5 $1000k 178k 5.61
Winnebago Industries (WGO) 2.5 $972k 57k 17.13
Radian (RDN) 2.4 $952k 156k 6.11
Akorn 2.4 $950k 71k 13.35
Spectranetics Corporation 2.3 $899k 61k 14.77
SeaChange International 2.1 $818k 85k 9.67
Builders FirstSource (BLDR) 2.1 $815k 146k 5.58
Streamline Health Solutions (STRM) 2.1 $809k 142k 5.69
Applied Micro Circuits Corporation 2.0 $798k 95k 8.42
CalAmp 2.0 $790k 95k 8.32
Alon USA Energy 2.0 $769k 43k 18.09
Ikanos Communications 1.9 $759k 469k 1.62
Tearlab Corp 1.9 $752k 183k 4.10
Attunity 1.9 $732k 104k 7.01
COLDWATER Creek 1.8 $697k 145k 4.81
eHealth (EHTH) 1.8 $693k 25k 27.49
MedAssets 1.7 $655k 39k 16.78
Nam Tai Electronics 1.6 $629k 46k 13.81
Dyax 1.5 $605k 174k 3.48
Nanosphere 1.5 $588k 204k 2.88
Market Leader 1.4 $558k 85k 6.55
8x8 (EGHT) 1.4 $547k 74k 7.38
Education Realty Trust 1.4 $530k 50k 10.63
Acadia Healthcare (ACHC) 1.3 $514k 22k 23.36
Cedar Fair (FUN) 1.3 $506k 15k 33.42
BioScrip 1.3 $497k 46k 10.76
Heartland Payment Systems 1.3 $498k 17k 29.51
Ryland 1.2 $486k 13k 36.51
Aspen Technology 1.2 $487k 18k 27.62
Multimedia Games 1.2 $481k 33k 14.72
On Assignment 1.2 $482k 24k 20.29
Lithia Motors (LAD) 1.2 $478k 13k 37.42
Inphi Corporation 1.2 $478k 50k 9.58
Cadence Design Systems (CDNS) 1.2 $470k 35k 13.51
American Apparel 1.2 $469k 464k 1.01
Cray 1.2 $458k 29k 15.94
Novadaq Technologies 1.2 $458k 52k 8.89
Christopher & Banks Corporation (CBKCQ) 1.1 $450k 83k 5.45
Trinity Biotech 1.1 $447k 31k 14.42
Huron Consulting (HURN) 1.1 $443k 13k 33.69
Farmer Brothers (FARM) 1.1 $434k 30k 14.42
Movado (MOV) 1.1 $431k 14k 30.67
ReachLocal 1.1 $423k 33k 12.90
Grand Canyon Education (LOPE) 1.1 $411k 18k 23.47
Stewart Information Services Corporation (STC) 1.0 $406k 16k 25.98
Lionbridge Technologies 1.0 $394k 98k 4.02
Icg Group 1.0 $389k 34k 11.44
Rentech 1.0 $386k 147k 2.63
Hornbeck Offshore Services 0.9 $374k 11k 34.30
Quidel Corporation 0.9 $369k 20k 18.65
Aceto Corporation 0.9 $361k 36k 10.04
Beazer Homes Usa (BZH) 0.9 $361k 21k 16.88
DepoMed 0.9 $357k 58k 6.20
Hudson Technologies (HDSN) 0.9 $354k 97k 3.64
Wabash National Corporation (WNC) 0.9 $350k 39k 8.96
Albany Molecular Research 0.9 $347k 66k 5.28
Servicenow (NOW) 0.9 $343k 11k 30.04
inContact, Inc . 0.9 $340k 66k 5.18
Cutera (CUTR) 0.8 $334k 37k 9.01
ZipRealty 0.8 $334k 119k 2.80
Mattersight Corp 0.8 $323k 65k 4.97
Franklin Covey (FC) 0.8 $310k 24k 12.89
NeoGenomics (NEO) 0.8 $300k 121k 2.48
Joe's Jeans 0.7 $267k 267k 1.00
Amarin Corporation (AMRN) 0.7 $258k 32k 8.09
PowerSecure International 0.6 $216k 28k 7.82
Transgenomic 0.3 $116k 191k 0.61
Cyanotech (CYAN) 0.2 $92k 20k 4.61
Cryoport 0.2 $70k 184k 0.38
Adolor Corporation Cpr 0.0 $0 159k 0.00