Next Century Growth Investors

Next Century Growth Investors as of June 30, 2014

Portfolio Holdings for Next Century Growth Investors

Next Century Growth Investors holds 181 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pacira Pharmaceuticals (PCRX) 2.9 $89M 968k 91.86
Centene Corporation (CNC) 2.5 $79M 1.0M 75.61
Insulet Corporation (PODD) 2.3 $71M 1.8M 39.67
Ultimate Software 2.2 $70M 508k 138.17
Servicenow (NOW) 2.0 $63M 1.0M 61.96
Financial Engines 1.9 $58M 1.3M 45.28
H&E Equipment Services (HEES) 1.9 $58M 1.6M 36.34
Advisory Board Company 1.8 $56M 1.1M 51.80
stock 1.8 $55M 996k 55.33
Old Dominion Freight Line (ODFL) 1.7 $54M 845k 63.68
Retailmenot 1.7 $52M 1.9M 26.61
Epam Systems (EPAM) 1.6 $52M 1.2M 43.75
Demandware 1.6 $49M 713k 69.37
Cardiovascular Systems 1.6 $48M 1.5M 31.16
Granite Construction (GVA) 1.5 $48M 1.3M 35.98
Marketo 1.5 $47M 1.6M 29.08
Shutterstock (SSTK) 1.5 $47M 562k 82.98
Chuys Hldgs (CHUY) 1.4 $45M 1.2M 36.30
Tableau Software Inc Cl A 1.4 $45M 628k 71.33
Abiomed 1.4 $43M 1.7M 25.14
Cornerstone Ondemand 1.4 $42M 914k 46.02
Acadia Healthcare (ACHC) 1.4 $42M 924k 45.50
Proofpoint 1.3 $40M 1.1M 37.46
Wageworks 1.3 $40M 823k 48.21
Guidewire Software (GWRE) 1.2 $38M 936k 40.66
D Fluidigm Corp Del (LAB) 1.2 $37M 1.3M 29.40
Grand Canyon Education (LOPE) 1.2 $36M 784k 45.97
NPS Pharmaceuticals 1.1 $36M 1.1M 33.05
Channeladvisor 1.1 $36M 1.4M 26.36
Apogee Enterprises (APOG) 1.1 $34M 979k 34.86
Molina Healthcare (MOH) 1.1 $34M 759k 44.63
Envestnet (ENV) 1.1 $34M 694k 48.92
Proto Labs (PRLB) 1.1 $34M 414k 81.92
HFF 1.1 $34M 904k 37.19
Buffalo Wild Wings 1.0 $32M 190k 165.71
Chart Industries (GTLS) 1.0 $31M 374k 82.74
Fiesta Restaurant 0.9 $29M 618k 46.41
CoStar (CSGP) 0.9 $28M 178k 158.17
Portfolio Recovery Associates 0.9 $27M 461k 59.53
SPS Commerce (SPSC) 0.9 $27M 434k 63.19
Medidata Solutions 0.8 $26M 610k 42.81
Aspen Technology 0.8 $25M 540k 46.40
Hexcel Corporation (HXL) 0.8 $25M 604k 40.90
Kansas City Southern 0.8 $23M 217k 107.51
NetSuite 0.8 $23M 270k 86.88
Yelp Inc cl a (YELP) 0.7 $23M 296k 76.68
eHealth (EHTH) 0.7 $22M 580k 37.97
Trex Company (TREX) 0.7 $22M 752k 28.82
Gentherm (THRM) 0.7 $22M 487k 44.45
Palo Alto Networks (PANW) 0.6 $20M 239k 83.85
Nimble Storage 0.6 $20M 648k 30.72
NCI Building Systems 0.6 $20M 1.0M 19.43
Under Armour (UAA) 0.6 $19M 323k 59.49
Xoom 0.6 $19M 727k 26.36
Benefitfocus 0.6 $19M 406k 46.22
Tenne 0.6 $18M 278k 65.70
MasTec (MTZ) 0.6 $18M 588k 30.82
Novadaq Technologies 0.6 $17M 1.1M 16.48
Noodles & Co (NDLS) 0.6 $18M 509k 34.39
Shutterfly 0.5 $17M 391k 43.06
Homeaway 0.5 $17M 485k 34.82
Caesar Stone Sdot Yam (CSTE) 0.5 $17M 344k 49.08
Dex (DXCM) 0.5 $17M 415k 39.66
Greenbrier Companies (GBX) 0.5 $16M 282k 57.60
Akorn 0.5 $16M 482k 33.25
Ligand Pharmaceuticals In (LGND) 0.5 $16M 258k 62.29
Salix Pharmaceuticals 0.5 $15M 124k 123.35
Chicago Bridge & Iron Company 0.5 $15M 225k 68.20
Cepheid 0.5 $15M 319k 47.94
Team Health Holdings 0.5 $15M 301k 49.94
J.B. Hunt Transport Services (JBHT) 0.4 $14M 185k 73.78
Concur Technologies 0.4 $13M 136k 93.34
2060000 Power Solutions International (PSIX) 0.4 $13M 176k 71.97
On Assignment 0.4 $12M 348k 35.57
Astronics Corporation (ATRO) 0.4 $12M 217k 56.45
Icg Group 0.4 $12M 581k 20.88
RigNet 0.4 $12M 221k 53.82
Qualys (QLYS) 0.4 $12M 457k 25.67
Lifelock 0.4 $12M 838k 13.96
Rubicon Proj 0.4 $11M 891k 12.84
Medivation 0.4 $11M 145k 77.08
Kona Grill 0.4 $11M 575k 19.41
Kate Spade & Co 0.4 $11M 298k 38.14
Cummins (CMI) 0.3 $11M 70k 154.28
Virtusa Corporation 0.3 $11M 298k 35.80
Tripadvisor (TRIP) 0.3 $11M 96k 108.65
salesforce (CRM) 0.3 $10M 177k 58.08
Workday Inc cl a (WDAY) 0.3 $9.5M 106k 89.86
MasterCard Incorporated (MA) 0.3 $9.3M 126k 73.47
Adobe Systems Incorporated (ADBE) 0.3 $9.4M 130k 72.35
Canadian Solar (CSIQ) 0.3 $9.4M 300k 31.26
Las Vegas Sands (LVS) 0.3 $9.0M 118k 76.22
Applied Materials (AMAT) 0.3 $9.1M 403k 22.55
Varonis Sys (VRNS) 0.3 $9.0M 310k 29.01
Union Pacific Corporation (UNP) 0.3 $8.7M 87k 99.75
IPG Photonics Corporation (IPGP) 0.3 $8.7M 126k 68.80
Graham Corporation (GHM) 0.3 $8.7M 250k 34.81
Pandora Media 0.3 $8.7M 295k 29.50
Fireeye 0.3 $8.7M 214k 40.55
Lgi Homes (LGIH) 0.3 $8.7M 475k 18.25
Eagle Materials (EXP) 0.3 $8.4M 89k 94.28
Cognex Corporation (CGNX) 0.3 $8.4M 218k 38.40
Rentrak Corporation 0.3 $8.4M 161k 52.45
8x8 (EGHT) 0.3 $8.4M 1.0M 8.08
Diamondback Energy (FANG) 0.3 $8.5M 96k 88.79
Schlumberger (SLB) 0.3 $8.0M 68k 117.95
Gilead Sciences (GILD) 0.3 $8.0M 97k 82.90
Visa (V) 0.3 $8.0M 38k 210.71
Fastenal Company (FAST) 0.3 $8.1M 165k 49.49
priceline.com Incorporated 0.3 $8.2M 6.8k 1202.95
Syntel 0.3 $8.1M 95k 85.95
CARBO Ceramics 0.3 $8.0M 52k 154.11
HEICO Corporation (HEI) 0.2 $7.7M 147k 51.94
Veeva Sys Inc cl a (VEEV) 0.2 $8.0M 313k 25.45
Essent (ESNT) 0.2 $7.7M 382k 20.09
FedEx Corporation (FDX) 0.2 $7.3M 49k 151.36
Regeneron Pharmaceuticals (REGN) 0.2 $7.5M 27k 282.43
BE Aerospace 0.2 $7.6M 82k 92.48
MarketAxess Holdings (MKTX) 0.2 $7.5M 139k 54.05
Costco Wholesale Corporation (COST) 0.2 $7.1M 62k 115.15
WABCO Holdings 0.2 $7.3M 68k 106.81
Amazon (AMZN) 0.2 $6.9M 21k 324.77
Gogo (GOGO) 0.2 $6.8M 348k 19.56
Fluor Corporation (FLR) 0.2 $6.4M 83k 76.90
Celgene Corporation 0.2 $6.5M 76k 85.88
AtriCure (ATRC) 0.2 $6.7M 363k 18.38
Ints Intl 0.2 $6.7M 295k 22.68
Planet Payment 0.2 $6.5M 2.3M 2.84
United Rentals (URI) 0.2 $6.1M 59k 104.71
Whirlpool Corporation (WHR) 0.2 $5.8M 42k 139.22
Chipotle Mexican Grill (CMG) 0.2 $6.0M 10k 592.47
Facebook Inc cl a (META) 0.2 $6.0M 89k 67.28
Boeing Company (BA) 0.2 $5.5M 44k 127.22
Google 0.2 $5.7M 9.8k 584.58
Precision Castparts 0.2 $5.6M 22k 252.36
F5 Networks (FFIV) 0.2 $5.7M 51k 111.44
Google Inc Class C 0.2 $5.6M 9.8k 575.27
Humana (HUM) 0.2 $5.3M 42k 127.71
Alexion Pharmaceuticals 0.2 $5.3M 34k 156.24
Builders FirstSource (BLDR) 0.2 $5.2M 694k 7.48
Linkedin Corp 0.2 $5.3M 31k 171.45
Del Friscos Restaurant 0.2 $5.2M 190k 27.56
Zoe's Kitchen 0.2 $5.3M 154k 34.38
FARO Technologies (FARO) 0.2 $5.1M 104k 49.11
Manitex International (MNTX) 0.2 $4.9M 303k 16.24
Supernus Pharmaceuticals (SUPN) 0.2 $5.1M 462k 10.95
Marcus & Millichap (MMI) 0.2 $5.1M 200k 25.51
Illumina (ILMN) 0.1 $4.7M 27k 178.51
M/I Homes (MHO) 0.1 $4.7M 195k 24.27
Cognizant Technology Solutions (CTSH) 0.1 $4.2M 87k 48.91
Praxair 0.1 $4.3M 33k 132.83
Starbucks Corporation (SBUX) 0.1 $4.5M 58k 77.38
TechTarget (TTGT) 0.1 $4.2M 478k 8.82
Nanostring Technologies (NSTGQ) 0.1 $4.3M 288k 14.95
Stock Bldg Supply Hldgs 0.1 $4.3M 216k 19.73
Oxford Immunotec Global 0.1 $4.4M 260k 16.83
Amber Road 0.1 $4.0M 248k 16.13
American Woodmark Corporation (AMWD) 0.1 $3.7M 116k 31.86
Callidus Software 0.1 $3.8M 319k 11.94
inContact, Inc . 0.1 $3.6M 395k 9.19
Q2 Holdings (QTWO) 0.1 $3.8M 264k 14.26
Apple (AAPL) 0.1 $3.3M 36k 92.93
Spectranetics Corporation 0.1 $3.5M 153k 22.87
Adept Technology 0.1 $3.5M 334k 10.49
Ellie Mae 0.1 $3.5M 112k 31.12
Tangoe 0.1 $3.5M 230k 15.06
TASER International 0.1 $3.1M 235k 13.30
Aerohive Networks 0.1 $3.2M 389k 8.22
HealthStream (HSTM) 0.1 $2.7M 111k 24.29
Clearfield (CLFD) 0.1 $2.9M 170k 16.79
Vanda Pharmaceuticals (VNDA) 0.1 $2.0M 122k 16.18
MiMedx (MDXG) 0.1 $1.5M 205k 7.09
Gopro (GPRO) 0.0 $1.2M 29k 40.55
O'reilly Automotive (ORLY) 0.0 $880k 5.8k 150.50
Nike (NKE) 0.0 $489k 6.3k 77.47
BlackRock (BLK) 0.0 $271k 849.00 319.20
Tractor Supply Company (TSCO) 0.0 $242k 4.0k 60.29
Align Technology (ALGN) 0.0 $80k 1.4k 55.87
Tyler Technologies (TYL) 0.0 $30k 333.00 90.09
Towers Watson & Co 0.0 $81k 784.00 103.32
Trulia 0.0 $92k 1.9k 47.25