Next Century Growth Investors

Next Century Growth Investors as of Sept. 30, 2013

Portfolio Holdings for Next Century Growth Investors

Next Century Growth Investors holds 175 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Portfolio Recovery Associates 2.8 $99M 1.6M 59.94
Financial Engines 2.6 $91M 1.5M 59.44
Infoblox 2.6 $89M 2.1M 41.82
Guidewire Software (GWRE) 2.3 $79M 1.7M 47.11
Advisory Board Company 2.2 $78M 1.3M 59.48
Chart Industries (GTLS) 2.2 $76M 617k 123.04
CoStar (CSGP) 2.1 $74M 438k 167.90
stock 2.1 $73M 1.2M 60.04
Ultimate Software 2.1 $72M 486k 147.40
Insulet Corporation (PODD) 2.0 $70M 1.9M 36.24
Centene Corporation (CNC) 2.0 $70M 1.1M 63.96
Servicenow (NOW) 1.9 $67M 1.3M 51.95
Medidata Solutions 1.7 $60M 606k 98.93
Fairway Group Holdings 1.6 $58M 2.2M 25.56
Annie's 1.6 $57M 1.2M 49.10
Encore Capital (ECPG) 1.6 $55M 1.2M 45.86
Old Dominion Freight Line (ODFL) 1.6 $54M 1.2M 45.99
Grand Canyon Education (LOPE) 1.5 $52M 1.3M 40.28
Lumber Liquidators Holdings (LL) 1.5 $51M 479k 106.65
Proto Labs (PRLB) 1.5 $51M 670k 76.39
NPS Pharmaceuticals 1.4 $50M 1.6M 31.81
MasTec (MTZ) 1.4 $48M 1.6M 30.30
Chuys Hldgs (CHUY) 1.4 $48M 1.3M 35.89
Imperva 1.4 $47M 1.1M 42.02
H&E Equipment Services (HEES) 1.3 $47M 1.7M 26.56
Rally Software Development 1.3 $44M 1.5M 29.96
Endologix 1.2 $42M 2.6M 16.13
Epam Systems (EPAM) 1.1 $39M 1.1M 34.50
Abiomed 1.1 $38M 2.0M 19.07
Concur Technologies 1.1 $38M 341k 110.50
Angie's List 1.0 $34M 1.5M 22.50
SPS Commerce (SPSC) 1.0 $34M 504k 66.92
Cynosure 1.0 $33M 1.5M 22.81
IPG Photonics Corporation (IPGP) 0.9 $33M 577k 56.31
Tile Shop Hldgs (TTSH) 0.9 $32M 1.1M 29.49
HealthStream (HSTM) 0.9 $30M 803k 37.88
Demandware 0.9 $30M 651k 46.33
Buffalo Wild Wings 0.9 $30M 269k 111.22
Marketo 0.9 $30M 944k 31.88
Tableau Software Inc Cl A 0.9 $30M 419k 71.24
Stratasys (SSYS) 0.8 $30M 293k 101.26
BE Aerospace 0.8 $29M 398k 73.82
Cornerstone Ondemand 0.8 $29M 571k 51.44
Trulia 0.8 $29M 624k 47.03
Shutterstock (SSTK) 0.8 $29M 395k 72.72
Kansas City Southern 0.8 $27M 245k 109.36
Fresh Market 0.7 $24M 501k 47.31
Dex (DXCM) 0.6 $21M 758k 28.23
NetSuite 0.6 $21M 190k 107.94
Cvent 0.6 $21M 585k 35.17
Aspen Technology 0.6 $20M 585k 34.55
Acadia Healthcare (ACHC) 0.6 $20M 515k 39.43
Ligand Pharmaceuticals In (LGND) 0.6 $20M 451k 43.28
Noodles & Co (NDLS) 0.6 $19M 454k 42.67
Hexcel Corporation (HXL) 0.5 $19M 487k 38.80
Under Armour (UAA) 0.5 $19M 234k 79.45
Meritage Homes Corporation (MTH) 0.5 $18M 427k 42.95
OpenTable 0.5 $18M 261k 69.98
Intrexon 0.5 $18M 751k 23.69
ITC Holdings 0.5 $17M 186k 93.86
Chicago Bridge & Iron Company 0.5 $17M 255k 67.77
2060000 Power Solutions International (PSIX) 0.5 $18M 297k 59.12
Shutterfly 0.5 $17M 305k 55.88
Workday Inc cl a (WDAY) 0.5 $17M 209k 80.93
Astronics Corporation (ATRO) 0.5 $17M 336k 49.71
Yelp Inc cl a (YELP) 0.5 $17M 252k 66.18
eGain Communications Corporation (EGAN) 0.5 $16M 1.0M 15.09
Pacira Pharmaceuticals (PCRX) 0.5 $16M 323k 48.09
Channeladvisor 0.5 $16M 431k 36.63
Homeaway 0.4 $15M 547k 28.00
J.B. Hunt Transport Services (JBHT) 0.4 $15M 207k 72.93
Proofpoint 0.4 $15M 469k 32.12
Team Health Holdings 0.4 $14M 376k 37.94
D Fluidigm Corp Del (LAB) 0.4 $14M 623k 21.94
Benefitfocus 0.4 $14M 274k 49.16
Catamaran 0.4 $13M 286k 45.95
On Assignment 0.4 $13M 391k 33.00
Graham Corporation (GHM) 0.4 $13M 359k 36.13
8x8 (EGHT) 0.4 $13M 1.3M 10.07
Ints Intl 0.3 $12M 524k 23.11
Virtusa Corporation 0.3 $12M 398k 29.06
RigNet 0.3 $11M 314k 36.22
Textura 0.3 $11M 266k 43.08
Qualys (QLYS) 0.3 $11M 514k 21.39
Akorn 0.3 $11M 542k 19.68
Stamps 0.3 $11M 236k 45.93
Move 0.3 $11M 617k 16.95
salesforce (CRM) 0.3 $10M 198k 51.91
Natural Grocers By Vitamin C (NGVC) 0.3 $10M 256k 39.70
Apogee Enterprises (APOG) 0.3 $9.8M 332k 29.68
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.3 $9.7M 81k 119.46
Cardiovascular Systems 0.3 $9.7M 484k 20.05
Carbonite 0.3 $9.7M 648k 15.00
Retailmenot 0.3 $9.9M 277k 35.57
Sprouts Fmrs Mkt (SFM) 0.3 $9.9M 223k 44.39
MarketAxess Holdings (MKTX) 0.3 $9.4M 157k 60.04
Interactive Intelligence Group 0.3 $9.4M 147k 63.49
MasterCard Incorporated (MA) 0.3 $8.9M 13k 672.77
Thor Industries (THO) 0.3 $9.0M 155k 58.04
priceline.com Incorporated 0.3 $9.2M 9.1k 1010.93
M/I Homes (MHO) 0.3 $9.0M 434k 20.62
Marlin Business Services 0.3 $9.1M 365k 24.96
Wageworks 0.3 $8.9M 176k 50.45
Starbucks Corporation (SBUX) 0.2 $8.5M 111k 76.96
Google 0.2 $8.8M 10k 875.88
Xoom 0.2 $8.6M 270k 31.81
Fireeye 0.2 $8.8M 213k 41.53
Adobe Systems Incorporated (ADBE) 0.2 $8.4M 162k 51.94
Visa (V) 0.2 $8.2M 43k 191.08
Amazon (AMZN) 0.2 $8.4M 27k 312.62
Qlik Technologies 0.2 $8.4M 245k 34.24
Fifth & Pac Cos 0.2 $8.4M 335k 25.13
Fleetmatics 0.2 $8.4M 224k 37.55
Tri Pointe Homes (TPH) 0.2 $8.3M 566k 14.68
Responsys 0.2 $7.9M 478k 16.50
Facebook Inc cl a (META) 0.2 $8.1M 162k 50.24
Regeneron Pharmaceuticals (REGN) 0.2 $7.8M 25k 312.85
D.R. Horton (DHI) 0.2 $7.8M 400k 19.43
Precision Castparts 0.2 $7.8M 34k 227.21
Salix Pharmaceuticals 0.2 $7.7M 114k 66.87
athenahealth 0.2 $7.5M 69k 108.55
NCI Building Systems 0.2 $7.8M 611k 12.74
Rentrak Corporation 0.2 $7.6M 234k 32.62
Restoration Hardware Hldgs I 0.2 $7.6M 120k 63.35
Linkedin Corp 0.2 $7.3M 30k 246.04
Costco Wholesale Corporation (COST) 0.2 $6.9M 60k 115.12
eBay (EBAY) 0.2 $7.1M 127k 55.79
Gilead Sciences (GILD) 0.2 $6.9M 110k 62.84
Fastenal Company (FAST) 0.2 $6.9M 137k 50.25
PROS Holdings (PRO) 0.2 $6.9M 201k 34.19
Ralph Lauren Corp (RL) 0.2 $7.1M 43k 164.72
Palo Alto Networks (PANW) 0.2 $7.0M 153k 45.82
Union Pacific Corporation (UNP) 0.2 $6.5M 42k 155.33
BioScrip 0.2 $6.4M 734k 8.78
Las Vegas Sands (LVS) 0.2 $6.2M 93k 66.41
American Woodmark Corporation (AMWD) 0.2 $6.2M 180k 34.65
Covisint 0.2 $6.3M 493k 12.79
Servicesource 0.2 $6.0M 494k 12.08
Biotelemetry 0.2 $6.0M 604k 9.91
Cognizant Technology Solutions (CTSH) 0.2 $5.5M 68k 82.11
Fluor Corporation (FLR) 0.2 $5.7M 80k 70.95
Novo Nordisk A/S (NVO) 0.2 $5.6M 33k 169.20
eHealth (EHTH) 0.2 $5.5M 170k 32.26
Envestnet (ENV) 0.2 $5.4M 175k 31.00
Boeing Company (BA) 0.1 $5.2M 44k 117.50
Fiesta Restaurant 0.1 $5.3M 141k 37.66
Chipotle Mexican Grill (CMG) 0.1 $4.7M 11k 428.62
F5 Networks (FFIV) 0.1 $4.8M 56k 85.76
Diversified Restaurant Holdi 0.1 $4.8M 739k 6.56
Netflix (NFLX) 0.1 $4.7M 15k 309.18
Humana (HUM) 0.1 $4.6M 49k 93.33
Celgene Corporation 0.1 $4.4M 29k 153.92
inContact, Inc . 0.1 $4.6M 562k 8.27
Alexion Pharmaceuticals 0.1 $3.7M 32k 116.15
Spectranetics Corporation 0.1 $3.9M 230k 16.78
Whole Foods Market 0.1 $3.5M 61k 58.50
Illumina (ILMN) 0.1 $3.4M 43k 80.81
Schlumberger (SLB) 0.1 $2.6M 30k 88.34
FedEx Corporation (FDX) 0.1 $2.5M 22k 114.08
Tripadvisor (TRIP) 0.1 $2.4M 31k 75.81
Michael Kors Holdings 0.1 $2.3M 31k 74.50
Biogen Idec (BIIB) 0.1 $2.2M 9.1k 240.67
Rocket Fuel 0.0 $1.5M 28k 53.70
MiMedx (MDXG) 0.0 $993k 238k 4.17
Tractor Supply Company (TSCO) 0.0 $664k 9.9k 67.17
Cree 0.0 $650k 11k 60.15
O'reilly Automotive (ORLY) 0.0 $694k 5.4k 127.43
Xilinx 0.0 $277k 5.9k 46.75
Paccar (PCAR) 0.0 $517k 9.3k 55.60
Lululemon Athletica (LULU) 0.0 $242k 3.3k 72.87
VMware 0.0 $268k 3.3k 80.60
Realogy Hldgs (HOUS) 0.0 $476k 11k 42.94
CarMax (KMX) 0.0 $47k 986.00 47.67
Questcor Pharmaceuticals 0.0 $59k 1.0k 57.56
Magnum Hunter Resources Wt 0.0 $0 71k 0.00