Next Century Growth Investors

Next Century Growth Investors as of Dec. 31, 2013

Portfolio Holdings for Next Century Growth Investors

Next Century Growth Investors holds 181 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Financial Engines 2.8 $101M 1.4M 69.48
Portfolio Recovery Associates 2.3 $83M 1.6M 52.84
Advisory Board Company 2.2 $81M 1.3M 63.67
stock 2.2 $79M 1.2M 68.67
Guidewire Software (GWRE) 2.2 $78M 1.6M 49.07
Ultimate Software 2.0 $71M 465k 153.22
Medidata Solutions 1.9 $69M 1.1M 60.57
Servicenow (NOW) 1.9 $69M 1.2M 56.01
Insulet Corporation (PODD) 1.9 $68M 1.8M 37.10
CoStar (CSGP) 1.8 $64M 347k 184.58
Centene Corporation (CNC) 1.7 $62M 1.0M 58.95
Old Dominion Freight Line (ODFL) 1.7 $60M 1.1M 53.02
Encore Capital (ECPG) 1.5 $55M 1.1M 50.26
Infoblox 1.5 $53M 1.6M 33.02
Proto Labs (PRLB) 1.4 $51M 718k 71.18
Abiomed 1.4 $50M 1.9M 26.74
H&E Equipment Services (HEES) 1.4 $49M 1.7M 29.63
Pacira Pharmaceuticals (PCRX) 1.3 $48M 843k 57.49
Demandware 1.3 $48M 746k 64.12
Chuys Hldgs (CHUY) 1.3 $48M 1.3M 36.02
Lumber Liquidators Holdings (LL) 1.3 $47M 459k 102.89
Annie's 1.3 $47M 1.1M 43.04
Marketo 1.3 $46M 1.2M 37.07
NPS Pharmaceuticals 1.2 $45M 1.5M 30.36
D Fluidigm Corp Del (LAB) 1.2 $45M 1.2M 38.32
Shutterstock (SSTK) 1.2 $44M 523k 83.63
Endologix 1.2 $43M 2.5M 17.44
eHealth (EHTH) 1.1 $40M 852k 46.49
MasTec (MTZ) 1.1 $39M 1.2M 32.72
Buffalo Wild Wings 1.1 $38M 257k 147.20
Epam Systems (EPAM) 1.1 $38M 1.1M 34.94
Stratasys (SSYS) 1.1 $38M 281k 134.70
Cornerstone Ondemand 1.0 $38M 705k 53.34
Acadia Healthcare (ACHC) 1.0 $36M 769k 47.33
Cardiovascular Systems 1.0 $36M 1.0M 34.29
Grand Canyon Education (LOPE) 1.0 $36M 822k 43.60
Proofpoint 1.0 $35M 1.0M 33.17
Fairway Group Holdings 0.9 $33M 1.8M 18.12
Tableau Software Inc Cl A 0.9 $31M 452k 68.93
Imperva 0.8 $31M 634k 48.13
BE Aerospace 0.8 $30M 348k 87.03
SPS Commerce (SPSC) 0.8 $31M 467k 65.30
Chart Industries (GTLS) 0.8 $29M 308k 95.64
Hexcel Corporation (HXL) 0.8 $29M 643k 44.69
Kansas City Southern 0.8 $28M 227k 123.83
Cvent 0.7 $26M 722k 36.39
Dex (DXCM) 0.7 $26M 724k 35.41
Nimble Storage 0.7 $26M 562k 45.30
HealthStream (HSTM) 0.7 $25M 753k 32.77
Veeva Sys Inc cl a (VEEV) 0.7 $24M 748k 32.10
Cynosure 0.7 $24M 882k 26.68
Aspen Technology 0.7 $24M 561k 41.80
Intrexon 0.6 $23M 973k 23.80
Rocket Fuel 0.6 $23M 375k 61.49
Ligand Pharmaceuticals In (LGND) 0.6 $23M 433k 52.60
Wageworks 0.6 $23M 386k 59.44
Envestnet (ENV) 0.6 $22M 551k 40.30
Shutterfly 0.6 $22M 423k 50.93
Team Health Holdings 0.6 $21M 468k 45.55
Homeaway 0.6 $21M 524k 40.88
Yelp Inc cl a (YELP) 0.6 $21M 311k 68.95
NetSuite 0.6 $21M 204k 103.02
Tile Shop Hldgs (TTSH) 0.6 $21M 1.2M 18.07
Chicago Bridge & Iron Company 0.6 $20M 244k 83.14
2060000 Power Solutions International (PSIX) 0.6 $20M 270k 75.10
OpenTable 0.6 $20M 250k 79.37
Under Armour (UAA) 0.5 $20M 224k 87.30
Rally Software Development 0.5 $20M 1.0M 19.45
Vince Hldg 0.5 $20M 636k 30.67
Astronics Corporation (ATRO) 0.5 $19M 368k 51.00
Gigamon 0.5 $18M 647k 28.08
J.B. Hunt Transport Services (JBHT) 0.4 $15M 199k 77.30
Noodles & Co (NDLS) 0.4 $16M 432k 35.92
Concur Technologies 0.4 $15M 147k 103.18
Trulia 0.4 $15M 434k 35.27
Virtusa Corporation 0.4 $14M 367k 38.09
Channeladvisor 0.4 $14M 337k 41.71
RigNet 0.4 $14M 289k 47.93
On Assignment 0.4 $13M 375k 34.92
Xoom 0.4 $13M 470k 27.37
Akorn 0.3 $13M 520k 24.63
Stamps 0.3 $12M 296k 42.10
NCI Building Systems 0.3 $12M 703k 17.54
Ints Intl 0.3 $12M 482k 25.41
Graham Corporation (GHM) 0.3 $12M 328k 36.29
8x8 (EGHT) 0.3 $12M 1.1M 10.16
MasterCard Incorporated (MA) 0.3 $11M 13k 835.42
Apogee Enterprises (APOG) 0.3 $11M 298k 35.91
RTI International Metals 0.3 $11M 313k 34.21
Callidus Software 0.3 $11M 783k 13.73
Qualys (QLYS) 0.3 $11M 473k 23.11
Fleetmatics 0.3 $11M 248k 43.25
Google 0.3 $11M 9.4k 1120.61
IPG Photonics Corporation (IPGP) 0.3 $11M 136k 77.61
Marlin Business Services 0.3 $11M 418k 25.20
Fifth & Pac Cos 0.3 $10M 321k 32.07
MarketAxess Holdings (MKTX) 0.3 $10M 150k 66.87
Natural Grocers By Vitamin C (NGVC) 0.3 $10M 235k 42.45
Fireeye 0.3 $10M 232k 43.61
Adobe Systems Incorporated (ADBE) 0.3 $9.7M 162k 59.88
Boeing Company (BA) 0.3 $9.9M 72k 136.49
Visa (V) 0.3 $9.7M 43k 222.66
Precision Castparts 0.3 $9.6M 36k 269.29
Salix Pharmaceuticals 0.3 $9.9M 110k 89.93
Icg Group 0.3 $9.7M 520k 18.63
Essent (ESNT) 0.3 $9.9M 413k 24.06
priceline.com Incorporated 0.3 $9.4M 8.1k 1162.35
Amazon (AMZN) 0.3 $9.2M 23k 398.78
salesforce (CRM) 0.3 $9.4M 171k 55.19
Interactive Intelligence Group 0.3 $9.5M 141k 67.35
Fiesta Restaurant 0.3 $9.5M 181k 52.24
Medicines Company 0.2 $9.1M 236k 38.62
athenahealth 0.2 $8.9M 66k 134.49
Move 0.2 $9.1M 568k 15.99
Facebook Inc cl a (META) 0.2 $8.9M 163k 54.66
Container Store (TCS) 0.2 $8.9M 191k 46.61
Starbucks Corporation (SBUX) 0.2 $8.8M 112k 78.39
Workday Inc cl a (WDAY) 0.2 $8.5M 102k 83.15
Gilead Sciences (GILD) 0.2 $8.3M 111k 75.15
eGain Communications Corporation (EGAN) 0.2 $8.5M 827k 10.24
Five Below (FIVE) 0.2 $8.2M 189k 43.20
Palo Alto Networks (PANW) 0.2 $8.4M 146k 57.46
Sprouts Fmrs Mkt (SFM) 0.2 $8.1M 210k 38.43
Kona Grill 0.2 $7.6M 409k 18.52
Ralph Lauren Corp (RL) 0.2 $7.6M 43k 176.55
Textura 0.2 $7.4M 248k 29.94
Lgi Homes (LGIH) 0.2 $7.5M 419k 17.79
Costco Wholesale Corporation (COST) 0.2 $7.1M 60k 119.00
Union Pacific Corporation (UNP) 0.2 $7.1M 42k 167.99
Las Vegas Sands (LVS) 0.2 $7.4M 94k 78.87
HEICO Corporation (HEI) 0.2 $7.4M 128k 57.95
Clearfield (CLFD) 0.2 $7.4M 365k 20.24
Carbonite 0.2 $7.1M 596k 11.83
Retailmenot 0.2 $7.2M 251k 28.79
FedEx Corporation (FDX) 0.2 $6.7M 47k 143.77
Regeneron Pharmaceuticals (REGN) 0.2 $6.9M 25k 275.20
Rentrak Corporation 0.2 $7.0M 184k 37.89
Fluor Corporation (FLR) 0.2 $6.4M 80k 80.28
American Woodmark Corporation (AMWD) 0.2 $6.5M 165k 39.53
M/I Homes (MHO) 0.2 $6.5M 256k 25.45
Linkedin Corp 0.2 $6.5M 30k 216.80
Benefitfocus 0.2 $6.4M 111k 57.73
Whirlpool Corporation (WHR) 0.2 $6.3M 40k 156.86
Apple (AAPL) 0.2 $6.2M 11k 561.10
Whole Foods Market 0.2 $6.2M 107k 57.82
Cummins (CMI) 0.2 $5.7M 41k 140.95
PROS Holdings (PRO) 0.2 $5.8M 147k 39.90
Covisint 0.2 $5.7M 454k 12.55
General Electric Company 0.1 $5.5M 196k 28.03
Netflix (NFLX) 0.1 $5.6M 15k 368.14
Adept Technology 0.1 $5.5M 328k 16.89
Quantum Fuel Sys Technologies 0.1 $5.3M 677k 7.80
Chipotle Mexican Grill (CMG) 0.1 $5.2M 9.8k 532.71
Celgene Corporation 0.1 $4.9M 29k 168.93
Spectranetics Corporation 0.1 $5.0M 201k 25.00
Illumina (ILMN) 0.1 $4.8M 43k 110.61
F5 Networks (FFIV) 0.1 $4.8M 53k 90.85
Black Diamond 0.1 $4.8M 357k 13.33
Tri Pointe Homes (TPH) 0.1 $4.9M 244k 19.93
Cognizant Technology Solutions (CTSH) 0.1 $4.2M 42k 100.97
TASER International 0.1 $4.4M 276k 15.88
Alexion Pharmaceuticals 0.1 $4.2M 32k 133.03
inContact, Inc . 0.1 $4.0M 518k 7.81
Rockwell Medical Technologies 0.1 $3.9M 377k 10.44
Schlumberger (SLB) 0.1 $2.7M 30k 90.10
Biogen Idec (BIIB) 0.1 $2.6M 9.1k 279.68
Humana (HUM) 0.1 $2.5M 24k 103.22
Tripadvisor (TRIP) 0.1 $2.6M 32k 82.82
Michael Kors Holdings 0.1 $2.5M 31k 81.18
Tangoe 0.1 $1.8M 97k 18.01
Tractor Supply Company (TSCO) 0.0 $937k 12k 77.53
Cree 0.0 $870k 14k 62.50
O'reilly Automotive (ORLY) 0.0 $856k 6.7k 128.68
Xilinx 0.0 $272k 5.9k 45.91
eBay (EBAY) 0.0 $297k 5.4k 54.78
Nike (NKE) 0.0 $295k 3.8k 78.62
CarMax (KMX) 0.0 $26k 565.00 46.02
WABCO Holdings 0.0 $59k 638.00 92.48
Align Technology (ALGN) 0.0 $42k 750.00 56.00
Towers Watson & Co 0.0 $77k 605.00 127.27
Magnum Hunter Resources Wt 0.0 $0 13k 0.00