MindShare Capital Management as of June 30, 2011
Portfolio Holdings for MindShare Capital Management
MindShare Capital Management holds 82 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Akorn | 3.1 | $3.0M | 430k | 7.00 | |
| AtriCure (ATRC) | 2.7 | $2.7M | 207k | 12.90 | |
| Ultratech | 2.6 | $2.6M | 85k | 30.38 | |
| interCLICK | 2.4 | $2.4M | 297k | 7.96 | |
| Haynes International (HAYN) | 2.4 | $2.3M | 37k | 61.93 | |
| Glu Mobile | 2.3 | $2.3M | 429k | 5.27 | |
| Motorcar Parts of America (MPAA) | 2.3 | $2.2M | 147k | 15.01 | |
| Corporate Executive Board Company | 2.2 | $2.1M | 49k | 43.65 | |
| Neptune Technologies Bioreso | 2.1 | $2.1M | 560k | 3.75 | |
| Remy International | 2.1 | $2.0M | 77k | 26.01 | |
| Mitcham Industries | 2.0 | $1.9M | 111k | 17.30 | |
| Procera Networks | 2.0 | $1.9M | 180k | 10.73 | |
| Furmanite Corporation | 1.9 | $1.9M | 237k | 7.94 | |
| Twin Disc, Incorporated (TWIN) | 1.9 | $1.9M | 48k | 38.64 | |
| Hardinge | 1.9 | $1.8M | 169k | 10.91 | |
| Delek US Holdings | 1.8 | $1.8M | 114k | 15.70 | |
| RTI International Metals | 1.8 | $1.8M | 47k | 38.37 | |
| Shutterfly | 1.8 | $1.8M | 31k | 57.41 | |
| First Busey Corporation | 1.8 | $1.8M | 332k | 5.29 | |
| Active Power | 1.8 | $1.8M | 716k | 2.45 | |
| VASCO Data Security International | 1.8 | $1.7M | 140k | 12.45 | |
| Photronics (PLAB) | 1.8 | $1.7M | 204k | 8.47 | |
| Education Realty Trust | 1.7 | $1.7M | 196k | 8.57 | |
| NTELOS Holdings | 1.7 | $1.7M | 81k | 20.42 | |
| Titan Machinery (TITN) | 1.7 | $1.6M | 57k | 28.78 | |
| Geokinetics | 1.7 | $1.6M | 208k | 7.88 | |
| Global Power Equipment Grp I | 1.7 | $1.6M | 62k | 26.52 | |
| Cardiovascular Systems | 1.7 | $1.6M | 112k | 14.56 | |
| Leap Wireless International | 1.6 | $1.6M | 99k | 16.22 | |
| Cedar Fair (FUN) | 1.6 | $1.6M | 78k | 20.14 | |
| American Vanguard (AVD) | 1.6 | $1.6M | 120k | 12.97 | |
| Ceradyne | 1.5 | $1.5M | 38k | 38.98 | |
| EMCORE Corporation | 1.5 | $1.5M | 543k | 2.74 | |
| Perceptron | 1.5 | $1.5M | 233k | 6.36 | |
| Western Refining | 1.5 | $1.4M | 80k | 18.06 | |
| Overland Storage | 1.5 | $1.5M | 522k | 2.78 | |
| Opnext | 1.4 | $1.4M | 620k | 2.28 | |
| Columbia Laboratories | 1.4 | $1.4M | 452k | 3.09 | |
| Assisted Living Concepts | 1.4 | $1.4M | 83k | 16.78 | |
| Dawson Geophysical Company | 1.4 | $1.3M | 39k | 34.15 | |
| Aastrom Biosciences | 1.3 | $1.3M | 468k | 2.75 | |
| Ints Intl | 1.3 | $1.3M | 130k | 9.95 | |
| Lithia Motors (LAD) | 1.3 | $1.3M | 64k | 19.63 | |
| Red Robin Gourmet Burgers (RRGB) | 1.3 | $1.2M | 34k | 36.38 | |
| Flotek Industries | 1.2 | $1.2M | 143k | 8.52 | |
| Biolase Technology | 1.2 | $1.2M | 233k | 5.14 | |
| Vista Gold (VGZ) | 1.2 | $1.2M | 422k | 2.83 | |
| Powerwave Technologies | 1.2 | $1.2M | 398k | 2.95 | |
| Frequency Electronics (FEIM) | 1.2 | $1.2M | 121k | 9.50 | |
| Market Leader | 1.0 | $1.0M | 469k | 2.17 | |
| Heelys | 1.0 | $976k | 428k | 2.28 | |
| PharmAthene | 0.9 | $887k | 302k | 2.94 | |
| Amarin Corporation (AMRN) | 0.8 | $827k | 57k | 14.43 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.6 | $589k | 7.3k | 80.46 | |
| Crocs (CROX) | 0.5 | $523k | 20k | 25.74 | |
| Sxc Health Solutions Corp | 0.5 | $521k | 8.8k | 58.97 | |
| inContact, Inc . | 0.5 | $438k | 92k | 4.75 | |
| Gentium S.p.A. | 0.5 | $436k | 44k | 9.90 | |
| TPC | 0.4 | $420k | 11k | 39.25 | |
| Glimcher Realty Trust | 0.4 | $381k | 40k | 9.50 | |
| Allot Communications (ALLT) | 0.4 | $384k | 21k | 18.28 | |
| Team Health Holdings | 0.4 | $377k | 17k | 22.51 | |
| LMI Aerospace | 0.4 | $360k | 15k | 24.45 | |
| Adolor Corporation (ADLR) | 0.3 | $340k | 171k | 1.99 | |
| ION Geophysical Corporation | 0.3 | $330k | 35k | 9.45 | |
| Amerigon Incorporated | 0.3 | $329k | 19k | 17.38 | |
| Silicon Motion Technology (SIMO) | 0.3 | $327k | 31k | 10.72 | |
| Keynote Systems | 0.3 | $329k | 15k | 21.62 | |
| RSC Holdings | 0.3 | $318k | 27k | 11.97 | |
| TGC Industries | 0.3 | $319k | 50k | 6.39 | |
| Buckeye Technologies | 0.3 | $308k | 11k | 26.99 | |
| ShoreTel | 0.3 | $300k | 29k | 10.21 | |
| PRGX Global | 0.3 | $305k | 43k | 7.16 | |
| Radiant Systems | 0.3 | $295k | 14k | 20.91 | |
| ValueVision Media | 0.3 | $291k | 38k | 7.64 | |
| Wi-lan | 0.3 | $283k | 35k | 8.07 | |
| Chelsea Therapeutics International | 0.3 | $273k | 54k | 5.10 | |
| Ramtron International | 0.3 | $275k | 92k | 2.97 | |
| Wabash National Corporation (WNC) | 0.3 | $264k | 28k | 9.37 | |
| Euroseas | 0.2 | $242k | 56k | 4.35 | |
| CalAmp | 0.2 | $207k | 68k | 3.03 | |
| QuickLogic Corporation | 0.1 | $142k | 42k | 3.37 |
