Next Century Growth Investors

Next Century Growth Investors as of Dec. 31, 2012

Portfolio Holdings for Next Century Growth Investors

Next Century Growth Investors holds 157 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
NetSuite 3.1 $74M 1.1M 67.30
Ultimate Software 2.7 $63M 671k 94.41
Akorn 2.5 $59M 4.4M 13.36
Guidewire Software (GWRE) 2.5 $59M 2.0M 29.72
stock 2.4 $58M 2.0M 29.02
Endologix 2.4 $57M 4.0M 14.24
Advisory Board Company 2.3 $54M 1.2M 46.79
CoStar (CSGP) 2.1 $50M 554k 89.37
BE Aerospace 2.0 $48M 962k 49.40
Meritage Homes Corporation (MTH) 2.0 $47M 1.3M 37.35
Ryland 1.9 $45M 1.2M 36.50
Old Dominion Freight Line (ODFL) 1.9 $44M 1.3M 34.28
Fresh Market 1.8 $43M 902k 48.09
Texas Capital Bancshares (TCBI) 1.7 $41M 905k 44.82
Portfolio Recovery Associates 1.7 $41M 381k 106.86
Servicenow (NOW) 1.7 $40M 1.3M 30.03
Imperva 1.7 $39M 1.2M 31.53
Concur Technologies 1.6 $38M 569k 67.52
Grand Canyon Education (LOPE) 1.6 $38M 1.6M 23.47
Buffalo Wild Wings 1.6 $38M 523k 72.82
Financial Engines 1.5 $37M 1.3M 27.75
Cornerstone Ondemand 1.5 $37M 1.2M 29.53
Chart Industries (GTLS) 1.5 $35M 530k 66.67
IPG Photonics Corporation (IPGP) 1.5 $35M 525k 66.65
Francescas Hldgs Corp 1.3 $32M 1.2M 25.96
RBC Bearings Incorporated (RBC) 1.3 $31M 619k 50.07
Millennial Media 1.3 $30M 2.4M 12.53
OSI Systems (OSIS) 1.3 $30M 466k 64.04
D Tumi Holdings 1.2 $29M 1.4M 20.85
H&E Equipment Services (HEES) 1.2 $28M 1.9M 15.07
Centene Corporation (CNC) 1.1 $27M 649k 41.00
Wabash National Corporation (WNC) 1.1 $26M 2.9M 8.97
Cynosure 1.1 $26M 1.1M 24.11
HealthStream (HSTM) 1.1 $25M 1.0M 24.31
Vocera Communications 1.0 $24M 938k 25.10
Abiomed 0.9 $22M 1.7M 13.46
FARO Technologies (FARO) 0.9 $21M 595k 35.68
Tangoe 0.9 $21M 1.8M 11.87
Salix Pharmaceuticals 0.8 $20M 499k 40.48
ExlService Holdings (EXLS) 0.8 $20M 766k 26.50
SPS Commerce (SPSC) 0.8 $20M 533k 37.27
Annie's 0.8 $20M 596k 33.43
Catamaran 0.8 $20M 422k 47.11
Kansas City Southern 0.8 $20M 233k 83.48
Rue21 0.8 $19M 684k 28.39
eHealth (EHTH) 0.8 $19M 702k 27.48
LivePerson (LPSN) 0.7 $18M 1.3M 13.14
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.7 $17M 172k 98.26
Hexcel Corporation (HXL) 0.7 $16M 610k 26.96
Five Below (FIVE) 0.7 $16M 504k 32.04
Cepheid 0.7 $16M 468k 33.81
Dex (DXCM) 0.7 $16M 1.2M 13.61
D.R. Horton (DHI) 0.6 $15M 770k 19.78
Sourcefire 0.6 $15M 315k 47.22
J.B. Hunt Transport Services (JBHT) 0.6 $15M 248k 59.71
MasTec (MTZ) 0.6 $15M 594k 24.93
Ruckus Wireless 0.6 $15M 658k 22.53
Lennar Corporation (LEN) 0.6 $14M 373k 38.67
Medidata Solutions 0.6 $15M 371k 39.19
Ellie Mae 0.6 $14M 503k 27.75
M/I Homes (MHO) 0.6 $14M 524k 26.50
Stratasys (SSYS) 0.6 $14M 171k 80.15
Lululemon Athletica (LULU) 0.5 $13M 169k 76.23
SolarWinds 0.5 $13M 240k 52.45
Chicago Bridge & Iron Company 0.5 $12M 262k 46.35
Chuys Hldgs (CHUY) 0.5 $12M 545k 22.34
Geospace Technologies (GEOS) 0.5 $12M 133k 88.87
Encore Capital (ECPG) 0.5 $11M 369k 30.62
Tile Shop Hldgs (TTSH) 0.5 $11M 650k 16.83
Under Armour (UAA) 0.4 $11M 218k 48.53
Stamps 0.4 $11M 419k 25.20
Terex Corporation (TEX) 0.4 $10M 356k 28.11
Homeaway 0.4 $10M 454k 22.00
Polaris Industries (PII) 0.4 $9.6M 114k 84.15
Graham Corporation (GHM) 0.4 $9.5M 485k 19.50
Exacttarget 0.4 $9.3M 463k 20.00
Palo Alto Networks (PANW) 0.4 $8.9M 167k 53.52
Astronics Corporation (ATRO) 0.4 $8.7M 380k 22.88
Hovnanian Enterprises 0.3 $8.3M 1.2M 7.00
Insulet Corporation (PODD) 0.3 $8.3M 391k 21.22
American Vanguard (AVD) 0.3 $7.3M 235k 31.07
Marlin Business Services 0.3 $7.2M 358k 20.06
Eloqua 0.3 $7.2M 306k 23.59
InnerWorkings 0.3 $7.0M 507k 13.78
Market Leader 0.3 $6.8M 1.0M 6.55
Epam Systems (EPAM) 0.3 $6.7M 368k 18.10
Cavium 0.3 $6.5M 208k 31.21
Demandware 0.3 $6.4M 235k 27.32
eBay (EBAY) 0.2 $6.0M 118k 51.02
Visa (V) 0.2 $5.9M 39k 151.58
Workday Inc cl a (WDAY) 0.2 $6.0M 111k 54.50
Amazon (AMZN) 0.2 $5.8M 23k 251.12
Cutera (CUTR) 0.2 $5.7M 639k 9.00
Boeing Company (BA) 0.2 $5.4M 72k 75.36
Conn's (CONN) 0.2 $5.4M 177k 30.68
MasterCard Incorporated (MA) 0.2 $5.3M 11k 491.32
Arctic Cat 0.2 $5.2M 157k 33.39
BioScrip 0.2 $5.3M 494k 10.77
8x8 (EGHT) 0.2 $5.2M 708k 7.39
Brightcove (BCOV) 0.2 $5.2M 570k 9.04
Whole Foods Market 0.2 $5.0M 55k 91.33
Google 0.2 $5.0M 7.0k 709.39
Precision Castparts 0.2 $5.1M 27k 189.42
Equinix 0.2 $5.0M 24k 206.21
Starbucks Corporation (SBUX) 0.2 $4.7M 87k 53.62
priceline.com Incorporated 0.2 $4.6M 7.5k 621.26
Select Comfort 0.2 $4.7M 181k 26.17
athenahealth 0.2 $4.8M 65k 73.45
VMware 0.2 $4.7M 50k 94.14
BJ's Restaurants (BJRI) 0.2 $4.8M 146k 32.90
Apple (AAPL) 0.2 $4.6M 8.6k 533.08
Qualcomm (QCOM) 0.2 $4.5M 73k 62.02
salesforce (CRM) 0.2 $4.5M 27k 168.11
Broadcom Corporation 0.2 $4.4M 132k 33.21
Syntel 0.2 $4.5M 84k 53.59
Linkedin Corp 0.2 $4.6M 40k 114.81
Michael Kors Holdings 0.2 $4.4M 87k 51.03
Fleetmatics 0.2 $4.4M 176k 25.16
Celgene Corporation 0.2 $4.1M 52k 78.73
Rentrak Corporation 0.2 $4.0M 207k 19.49
RigNet 0.2 $4.1M 200k 20.43
Ralph Lauren Corp (RL) 0.2 $4.0M 26k 149.91
Angie's List 0.2 $4.1M 342k 11.99
Heritage-Crystal Clean 0.2 $3.7M 249k 15.01
Moody's Corporation (MCO) 0.1 $3.7M 73k 50.32
Novo Nordisk A/S (NVO) 0.1 $3.7M 23k 163.19
American Woodmark Corporation (AMWD) 0.1 $3.5M 127k 27.82
Spectranetics Corporation 0.1 $3.7M 248k 14.77
Realogy Hldgs (HOUS) 0.1 $3.2M 77k 41.96
Union Pacific Corporation (UNP) 0.1 $3.0M 24k 125.74
EMC Corporation 0.1 $3.0M 118k 25.30
Procera Networks 0.1 $3.1M 168k 18.55
D Fluidigm Corp Del (LAB) 0.1 $3.1M 218k 14.31
FedEx Corporation (FDX) 0.1 $2.9M 31k 91.73
Alexion Pharmaceuticals 0.1 $3.0M 32k 93.80
Manitex International (MNTX) 0.1 $2.8M 388k 7.14
Gilead Sciences (GILD) 0.1 $2.7M 37k 73.46
Humana (HUM) 0.1 $2.5M 37k 68.64
Acquity 0.1 $2.6M 341k 7.71
Facebook Inc cl a (META) 0.1 $2.1M 81k 26.63
Costco Wholesale Corporation (COST) 0.1 $1.9M 20k 98.78
Fluor Corporation (FLR) 0.1 $1.8M 30k 58.73
Biogen Idec (BIIB) 0.1 $1.8M 13k 146.66
Fastenal Company (FAST) 0.1 $1.8M 39k 46.70
Paccar (PCAR) 0.1 $1.6M 35k 45.21
Numerex 0.1 $1.6M 124k 13.14
Teradata Corporation (TDC) 0.1 $1.3M 21k 61.91
Tillys (TLYS) 0.1 $1.3M 100k 13.49
Cerner Corporation 0.1 $1.3M 16k 77.64
Intuitive Surgical (ISRG) 0.1 $1.2M 2.5k 490.24
Tractor Supply Company (TSCO) 0.0 $589k 6.7k 88.41
Chipotle Mexican Grill (CMG) 0.0 $527k 1.8k 297.24
F5 Networks (FFIV) 0.0 $553k 5.7k 97.17
Ansys (ANSS) 0.0 $19k 284.00 66.90
Red Hat 0.0 $30k 567.00 52.91
Panera Bread Company 0.0 $48k 304.00 157.89
Magnum Hunter Resources Wt 0.0 $2.2k 73k 0.03