Next Century Growth Investors

Next Century Growth Investors as of Sept. 30, 2011

Portfolio Holdings for Next Century Growth Investors

Next Century Growth Investors holds 165 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NxStage Medical 2.9 $56M 2.7M 20.86
Sxc Health Solutions Corp 2.7 $52M 931k 55.70
HMS Holdings 2.5 $49M 2.0M 24.39
Salix Pharmaceuticals 2.5 $48M 1.6M 29.60
Ultimate Software 2.5 $47M 1.0M 46.72
Gentex Corporation (GNTX) 2.4 $46M 1.9M 24.05
RealPage 2.3 $45M 2.2M 20.45
BJ's Restaurants (BJRI) 2.3 $45M 1.0M 44.11
Chart Industries (GTLS) 2.1 $41M 960k 42.17
NetSuite 2.1 $40M 1.5M 27.01
Questcor Pharmaceuticals 2.0 $39M 1.4M 27.26
Cepheid 2.0 $39M 1.0M 38.83
BE Aerospace 2.0 $38M 1.1M 33.11
RightNow Technologies 2.0 $38M 1.1M 33.05
Portfolio Recovery Associates 1.9 $36M 583k 62.22
Tenne 1.8 $35M 1.4M 25.61
Titan International (TWI) 1.8 $35M 2.3M 15.00
BroadSoft 1.7 $34M 1.1M 30.35
Shutterfly 1.7 $33M 810k 41.18
Qlik Technologies 1.7 $33M 1.5M 21.66
athenahealth 1.7 $33M 546k 59.55
Concur Technologies 1.7 $32M 863k 37.22
Hittite Microwave Corporation 1.6 $31M 645k 48.70
WABCO Holdings 1.6 $31M 823k 37.86
Acacia Research Corporation (ACTG) 1.6 $31M 858k 35.99
Rosetta Resources 1.6 $31M 899k 34.22
Fresh Market 1.5 $29M 771k 38.16
Teavana Hldgs 1.4 $27M 1.3M 20.34
Syntel 1.3 $25M 583k 43.19
Financial Engines 1.3 $25M 1.4M 18.11
DTS 1.3 $25M 1.0M 24.83
Old Dominion Freight Line (ODFL) 1.2 $24M 811k 28.97
Grand Canyon Education (LOPE) 1.2 $23M 1.4M 16.15
Quality Systems 1.1 $21M 219k 97.00
Francescas Hldgs Corp 1.0 $19M 909k 21.21
Catalyst Health Solutions 1.0 $18M 319k 57.69
Northern Oil & Gas 1.0 $18M 951k 19.39
H&E Equipment Services (HEES) 0.9 $18M 2.2M 8.25
Volcano Corporation 0.9 $18M 602k 29.63
RTI International Metals 0.9 $17M 713k 23.32
Ariba 0.8 $16M 583k 27.71
Nic 0.8 $16M 1.4M 11.45
Cypress Semiconductor Corporation 0.8 $16M 1.1M 14.97
Pegasystems (PEGA) 0.8 $16M 517k 30.61
Taleo Corporation 0.8 $16M 605k 25.72
Dice Holdings 0.7 $14M 1.8M 7.82
Lufkin Industries 0.7 $14M 265k 53.21
IPG Photonics Corporation (IPGP) 0.6 $11M 260k 43.44
Wabash National Corporation (WNC) 0.6 $11M 2.3M 4.77
FARO Technologies (FARO) 0.6 $11M 348k 31.55
C&j Energy Services 0.5 $9.6M 585k 16.44
Apple (AAPL) 0.5 $9.0M 24k 381.20
Amazon (AMZN) 0.5 $9.0M 42k 216.24
OPNET Technologies 0.5 $8.6M 246k 34.91
Astronics Corporation (ATRO) 0.4 $8.4M 297k 28.25
Virtusa Corporation 0.4 $8.1M 612k 13.20
Allergan 0.4 $7.8M 95k 82.38
Amerigon Incorporated 0.4 $8.0M 626k 12.73
Precision Castparts 0.4 $7.6M 49k 155.47
ExlService Holdings (EXLS) 0.4 $7.5M 343k 22.00
Encore Capital (ECPG) 0.4 $7.2M 332k 21.85
Chipotle Mexican Grill (CMG) 0.4 $7.1M 23k 302.95
Costco Wholesale Corporation (COST) 0.4 $7.0M 86k 82.12
priceline.com Incorporated 0.4 $6.9M 15k 449.47
Graham Corporation (GHM) 0.4 $6.9M 415k 16.64
Sourcefire 0.4 $6.8M 256k 26.76
Fastenal Company (FAST) 0.3 $6.8M 204k 33.28
Maxwell Technologies 0.3 $6.8M 369k 18.41
Vocus 0.3 $6.7M 400k 16.76
Dynamic Materials Corporation 0.3 $6.7M 424k 15.75
Body Central Acquisition Corporation 0.3 $6.7M 370k 18.16
Boeing Company (BA) 0.3 $6.3M 105k 60.51
Oracle Corporation (ORCL) 0.3 $6.3M 218k 28.74
Green Mountain Coffee Roasters 0.3 $6.2M 67k 92.95
salesforce (CRM) 0.3 $6.3M 55k 114.28
Cornerstone Ondemand 0.3 $6.2M 491k 12.54
Tangoe 0.3 $6.1M 542k 11.31
Cognizant Technology Solutions (CTSH) 0.3 $5.8M 93k 62.69
Deere & Company (DE) 0.3 $5.7M 88k 64.57
SPS Commerce (SPSC) 0.3 $5.7M 352k 16.29
Ellie Mae 0.3 $5.8M 1.0M 5.56
Kenexa Corporation 0.3 $5.5M 353k 15.64
VMware 0.3 $5.7M 70k 80.38
Mosaic (MOS) 0.3 $5.6M 114k 48.97
Union Pacific Corporation (UNP) 0.3 $5.4M 66k 81.67
Heritage-Crystal Clean 0.3 $5.2M 288k 18.16
LivePerson (LPSN) 0.3 $4.9M 497k 9.95
FedEx Corporation (FDX) 0.2 $4.8M 71k 67.68
Cummins (CMI) 0.2 $4.7M 58k 81.66
Praxair 0.2 $4.8M 51k 93.48
Visa (V) 0.2 $4.8M 57k 85.72
Fluor Corporation (FLR) 0.2 $4.6M 99k 46.55
Insulet Corporation (PODD) 0.2 $4.6M 302k 15.26
Akorn 0.2 $4.4M 567k 7.81
Express Scripts 0.2 $4.1M 112k 37.07
Summer Infant 0.2 $4.0M 606k 6.60
Citrix Systems 0.2 $3.9M 71k 54.53
Starbucks Corporation (SBUX) 0.2 $3.8M 102k 37.29
Rue21 0.2 $3.9M 171k 22.69
eBay (EBAY) 0.2 $3.7M 125k 29.49
Silicon Image 0.2 $3.6M 612k 5.87
Commercial Vehicle (CVGI) 0.2 $3.7M 567k 6.57
Flotek Industries 0.2 $3.6M 771k 4.67
Biolase Technology 0.2 $3.7M 1.2M 3.00
Servicesource 0.2 $3.6M 272k 13.21
EMC Corporation 0.2 $3.5M 166k 20.99
VeriFone Systems 0.2 $3.5M 99k 35.02
Abraxas Petroleum 0.2 $3.5M 1.3M 2.64
LogMeIn 0.2 $3.5M 106k 33.21
Schlumberger (SLB) 0.2 $3.3M 56k 59.73
Chicago Bridge & Iron Company 0.2 $3.2M 111k 28.63
Kansas City Southern 0.2 $3.3M 67k 49.96
J.B. Hunt Transport Services (JBHT) 0.2 $3.2M 88k 36.12
Johnson Controls 0.2 $3.1M 118k 26.37
Whole Foods Market 0.2 $3.0M 46k 65.30
Baidu (BIDU) 0.2 $3.2M 30k 106.92
Polypore International 0.2 $3.1M 56k 56.51
Equinix 0.1 $2.8M 32k 88.83
Merge Healthcare 0.1 $2.9M 482k 6.09
HealthStream (HSTM) 0.1 $3.0M 232k 12.83
Ansys (ANSS) 0.1 $2.7M 55k 49.05
HEICO Corporation (HEI) 0.1 $2.8M 56k 49.24
Walter Investment Management 0.1 $2.6M 114k 22.93
Furmanite Corporation 0.1 $2.8M 509k 5.41
Derma Sciences 0.1 $2.7M 334k 8.00
OCZ Technology 0.1 $2.8M 575k 4.85
ShoreTel 0.1 $2.6M 515k 4.98
Greenbrier Companies (GBX) 0.1 $2.4M 208k 11.65
Cerner Corporation 0.1 $2.3M 34k 68.52
Qualcomm (QCOM) 0.1 $2.3M 47k 48.63
Rogers Corporation (ROG) 0.1 $2.2M 57k 39.14
Lululemon Athletica (LULU) 0.1 $2.4M 49k 48.65
Advisory Board Company 0.1 $2.4M 37k 64.53
PROS Holdings (PRO) 0.1 $2.4M 186k 12.89
KIT digital 0.1 $2.3M 272k 8.40
Magnum Hunter Resources Corporation 0.1 $2.4M 719k 3.31
Bankrate 0.1 $2.4M 157k 15.21
Google 0.1 $2.1M 4.2k 514.28
Broadcom Corporation 0.1 $2.1M 63k 33.29
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $2.2M 35k 62.23
Alexion Pharmaceuticals 0.1 $2.1M 33k 64.05
GeoResources 0.1 $2.1M 118k 17.79
Caterpillar (CAT) 0.1 $1.9M 26k 73.83
Nokia Corporation (NOK) 0.1 $1.9M 338k 5.66
Intuitive Surgical (ISRG) 0.1 $1.9M 5.1k 364.23
FreightCar America (RAIL) 0.1 $1.9M 132k 14.41
Aruba Networks 0.1 $2.0M 96k 20.91
Ralph Lauren Corp (RL) 0.1 $1.9M 15k 129.70
Genesee & Wyoming 0.1 $1.8M 38k 46.52
Wabtec Corporation (WAB) 0.1 $1.8M 33k 52.87
Homeaway 0.1 $1.8M 54k 33.61
Crocs (CROX) 0.1 $1.6M 67k 23.67
Wynn Resorts (WYNN) 0.1 $1.6M 14k 115.10
Atmel Corporation 0.1 $1.6M 198k 8.07
BorgWarner (BWA) 0.1 $1.5M 26k 60.54
Acme Packet 0.1 $1.5M 36k 42.60
WisdomTree Investments (WT) 0.1 $1.4M 197k 7.02
Hub (HUBG) 0.1 $1.2M 43k 28.28
Under Armour (UAA) 0.1 $1.1M 16k 66.38
Riverbed Technology 0.1 $1.2M 61k 19.96
Skyworks Solutions (SWKS) 0.1 $1.1M 62k 17.94
United Therapeutics Corporation (UTHR) 0.1 $1.2M 32k 37.50
Complete Production Services 0.0 $839k 45k 18.86
CARBO Ceramics 0.0 $827k 8.1k 102.48
Vitran Corp 0.0 $4.0k 1.1k 3.81