Next Century Growth Investors

Next Century Growth Investors as of March 31, 2015

Portfolio Holdings for Next Century Growth Investors

Next Century Growth Investors holds 198 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Centene Corporation (CNC) 3.3 $93M 1.3M 70.69
Akorn 2.7 $76M 1.6M 47.51
Acadia Healthcare (ACHC) 2.6 $76M 1.1M 71.60
Knight Transportation 2.2 $62M 1.9M 32.25
D Fluidigm Corp Del (LAB) 2.0 $57M 1.4M 42.10
Fiesta Restaurant 1.9 $55M 904k 61.00
Ultimate Software 1.9 $55M 324k 169.95
Old Dominion Freight Line (ODFL) 1.8 $50M 651k 77.30
CoStar (CSGP) 1.6 $47M 236k 197.83
Abiomed 1.6 $47M 651k 71.58
Pra (PRAA) 1.6 $45M 832k 54.32
Epam Systems (EPAM) 1.6 $44M 723k 61.29
Molina Healthcare (MOH) 1.5 $43M 645k 67.29
Trex Company (TREX) 1.5 $42M 775k 54.53
Cardiovascular Systems 1.5 $42M 1.1M 39.04
Granite Construction (GVA) 1.4 $41M 1.2M 35.14
Guidewire Software (GWRE) 1.4 $41M 775k 52.61
Proofpoint 1.3 $38M 635k 59.22
Diplomat Pharmacy 1.3 $37M 1.1M 34.58
Apogee Enterprises (APOG) 1.2 $35M 812k 43.20
HFF 1.2 $35M 920k 37.54
Ldr Hldg 1.2 $33M 902k 36.64
G-III Apparel (GIII) 1.1 $30M 267k 112.65
MarketAxess Holdings (MKTX) 1.1 $30M 365k 82.90
Envestnet (ENV) 1.1 $30M 540k 56.08
Wageworks 1.0 $28M 528k 53.33
Spectranetics Corporation 1.0 $28M 792k 34.76
Eagle Materials (EXP) 0.9 $27M 319k 83.56
Under Armour (UAA) 0.9 $26M 315k 80.75
Caesar Stone Sdot Yam (CSTE) 0.9 $25M 415k 60.71
Tableau Software Inc Cl A 0.9 $25M 273k 92.52
Ligand Pharmaceuticals In (LGND) 0.9 $25M 320k 77.11
SPS Commerce (SPSC) 0.8 $24M 355k 67.10
Marketo 0.8 $24M 929k 25.62
Greenbrier Companies (GBX) 0.8 $24M 407k 58.00
Anacor Pharmaceuticals In 0.8 $23M 404k 57.85
Barracuda Networks 0.8 $23M 599k 38.47
Pacira Pharmaceuticals (PCRX) 0.8 $23M 256k 88.85
Medivation 0.8 $22M 172k 129.07
Virtusa Corporation 0.8 $22M 527k 41.38
Kansas City Southern 0.8 $21M 209k 102.08
Servicenow (NOW) 0.7 $21M 265k 78.78
Zoe's Kitchen 0.7 $21M 620k 33.29
Gentherm (THRM) 0.7 $20M 398k 50.51
AMN Healthcare Services (AMN) 0.7 $20M 866k 23.07
H&E Equipment Services (HEES) 0.7 $20M 801k 24.99
2060000 Power Solutions International (PSIX) 0.7 $20M 308k 64.29
Cognex Corporation (CGNX) 0.7 $19M 384k 49.59
Ambarella (AMBA) 0.7 $19M 251k 75.71
NetSuite 0.6 $18M 196k 92.76
Cepheid 0.6 $17M 306k 56.90
Rentrak Corporation 0.6 $17M 307k 55.56
DepoMed 0.6 $17M 746k 22.41
Cavium 0.6 $17M 238k 70.82
Palo Alto Networks (PANW) 0.6 $17M 114k 146.07
Paylocity Holding Corporation (PCTY) 0.6 $17M 591k 28.64
Dex (DXCM) 0.6 $16M 256k 62.34
Fortinet (FTNT) 0.6 $16M 455k 34.95
Ellie Mae 0.6 $16M 289k 55.31
Restoration Hardware Hldgs I 0.6 $16M 161k 99.19
Insys Therapeutics 0.6 $16M 274k 58.13
AMAG Pharmaceuticals 0.6 $16M 285k 54.66
Benefitfocus 0.6 $16M 423k 36.79
TASER International 0.5 $15M 638k 24.11
Demandware 0.5 $15M 253k 60.90
J.B. Hunt Transport Services (JBHT) 0.5 $15M 178k 85.39
IPG Photonics Corporation (IPGP) 0.5 $15M 162k 92.70
Manhattan Associates (MANH) 0.5 $15M 299k 50.61
Skechers USA (SKX) 0.5 $15M 209k 71.91
Meritage Homes Corporation (MTH) 0.5 $15M 306k 48.64
Lifelock 0.5 $15M 1.1M 14.11
Tyler Technologies (TYL) 0.5 $15M 121k 120.52
Kona Grill 0.5 $14M 494k 28.42
Trinet (TNET) 0.5 $14M 394k 35.23
NxStage Medical 0.5 $14M 784k 17.30
Krispy Kreme Doughnuts 0.5 $13M 670k 19.99
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.5 $13M 89k 150.84
Health Net 0.5 $13M 219k 60.49
Covenant Transportation (CVLG) 0.5 $13M 393k 33.16
Rsp Permian 0.5 $13M 522k 25.19
Abaxis 0.4 $12M 190k 64.11
DealerTrack Holdings 0.4 $12M 305k 38.52
Qualys (QLYS) 0.4 $12M 247k 46.48
TechTarget (TTGT) 0.3 $10M 876k 11.53
Adeptus Health Inc-class A 0.3 $9.9M 197k 50.22
D.R. Horton (DHI) 0.3 $9.5M 335k 28.48
Buffalo Wild Wings 0.3 $9.7M 54k 181.24
Veeva Sys Inc cl a (VEEV) 0.3 $9.8M 384k 25.53
NCI Building Systems 0.3 $9.5M 548k 17.28
Aac Holdings 0.3 $9.1M 298k 30.58
salesforce (CRM) 0.3 $8.9M 133k 66.81
Essent (ESNT) 0.3 $8.8M 367k 23.91
HEICO Corporation (HEI) 0.3 $8.6M 141k 61.07
LogMeIn 0.3 $8.6M 154k 55.98
M/a (MTSI) 0.3 $8.4M 226k 37.26
Actua Corporation 0.3 $8.6M 552k 15.49
Apple (AAPL) 0.3 $8.2M 66k 124.42
Amazon (AMZN) 0.3 $8.1M 22k 372.08
Advisory Board Company 0.3 $8.2M 154k 53.28
Astronics Corporation (ATRO) 0.3 $8.3M 112k 73.69
Shutterfly 0.3 $8.3M 184k 45.24
Homeaway 0.3 $8.1M 270k 30.17
WABCO Holdings 0.3 $8.1M 66k 122.88
Humana (HUM) 0.3 $7.9M 45k 178.01
iGATE Corporation 0.3 $8.0M 187k 42.66
inContact, Inc . 0.3 $7.9M 723k 10.90
Team Health Holdings 0.3 $8.0M 137k 58.51
AtriCure (ATRC) 0.3 $8.1M 394k 20.49
Monster Beverage 0.3 $7.9M 57k 138.39
Diamondback Energy (FANG) 0.3 $7.9M 102k 76.83
Kate Spade & Co 0.3 $7.8M 235k 33.39
MasterCard Incorporated (MA) 0.3 $7.8M 90k 86.38
Starbucks Corporation (SBUX) 0.3 $7.6M 80k 94.69
Applied Materials (AMAT) 0.3 $7.7M 343k 22.56
FARO Technologies (FARO) 0.3 $7.6M 122k 62.12
Popeyes Kitchen 0.3 $7.8M 130k 59.82
Varonis Sys (VRNS) 0.3 $7.6M 296k 25.66
Visa (V) 0.3 $7.3M 112k 65.41
Inphi Corporation 0.3 $7.4M 418k 17.83
Spirit Airlines (SAVE) 0.3 $7.5M 97k 77.35
K2m Group Holdings 0.3 $7.3M 331k 22.05
Costco Wholesale Corporation (COST) 0.2 $7.1M 47k 151.48
Union Pacific Corporation (UNP) 0.2 $7.1M 65k 108.30
Adobe Systems Incorporated (ADBE) 0.2 $7.1M 97k 73.93
Align Technology (ALGN) 0.2 $7.0M 131k 53.78
Facebook Inc cl a (META) 0.2 $7.1M 86k 82.21
Marcus & Millichap (MMI) 0.2 $7.1M 191k 37.48
Sequential Brands 0.2 $6.8M 637k 10.70
Q2 Holdings (QTWO) 0.2 $6.9M 326k 21.14
2u (TWOU) 0.2 $6.8M 265k 25.58
MarineMax (HZO) 0.2 $6.4M 242k 26.51
Inogen (INGN) 0.2 $6.5M 202k 31.99
Cerner Corporation 0.2 $6.3M 87k 73.26
Lululemon Athletica (LULU) 0.2 $6.4M 99k 64.02
MiMedx (MDXG) 0.2 $6.3M 605k 10.40
FedEx Corporation (FDX) 0.2 $6.0M 36k 165.44
Linkedin Corp 0.2 $6.0M 24k 249.85
Healthequity (HQY) 0.2 $5.9M 235k 24.99
Polaris Industries (PII) 0.2 $5.7M 40k 141.08
EXACT Sciences Corporation (EXAS) 0.2 $5.7M 257k 22.02
Sirius Xm Holdings (SIRI) 0.2 $5.8M 1.5M 3.82
Neff Corp-class A 0.2 $5.7M 540k 10.54
Celgene Corporation 0.2 $5.4M 47k 115.27
8x8 (EGHT) 0.2 $5.4M 645k 8.40
Cognizant Technology Solutions (CTSH) 0.2 $5.1M 81k 62.39
Illumina (ILMN) 0.2 $5.1M 27k 185.63
Chipotle Mexican Grill (CMG) 0.2 $5.1M 7.9k 650.43
Regeneron Pharmaceuticals (REGN) 0.2 $5.0M 11k 451.47
Callidus Software 0.2 $5.0M 391k 12.68
Whole Foods Market 0.1 $4.2M 81k 52.07
M/I Homes (MHO) 0.1 $4.3M 180k 23.84
Google 0.1 $4.1M 7.3k 554.57
Netflix (NFLX) 0.1 $4.0M 9.7k 416.61
BioDelivery Sciences International 0.1 $4.0M 385k 10.50
Lgi Homes (LGIH) 0.1 $4.0M 239k 16.66
Google Inc Class C 0.1 $4.0M 7.3k 547.89
Imprivata 0.1 $3.9M 276k 14.00
priceline.com Incorporated 0.1 $3.7M 3.2k 1163.90
Cross Country Healthcare (CCRN) 0.1 $3.8M 317k 11.86
Alexion Pharmaceuticals 0.1 $3.6M 21k 173.28
U.s. Concrete Inc Cmn 0.1 $3.6M 105k 33.88
Retrophin 0.1 $3.7M 155k 23.96
Rubicon Proj 0.1 $3.6M 203k 17.92
Alibaba Group Holding (BABA) 0.1 $3.8M 45k 83.23
Intersect Ent 0.1 $3.8M 148k 25.82
Sientra 0.1 $3.7M 192k 19.19
Biogen Idec (BIIB) 0.1 $3.3M 7.8k 422.24
C.H. Robinson Worldwide (CHRW) 0.1 $3.5M 47k 73.22
Celadon (CGIP) 0.1 $3.5M 130k 27.21
Calavo Growers (CVGW) 0.1 $3.5M 69k 51.41
Boingo Wireless 0.1 $3.4M 453k 7.54
Habit Restaurants Inc/the-a 0.1 $3.4M 106k 32.14
Entellus Medical Cm 0.1 $3.3M 150k 21.89
XenoPort 0.1 $3.1M 430k 7.12
4068594 Enphase Energy (ENPH) 0.1 $2.8M 215k 13.19
Boeing Company (BA) 0.1 $2.6M 17k 150.04
Endologix 0.1 $2.5M 148k 17.07
Novadaq Technologies 0.1 $2.4M 149k 16.24
United Rentals (URI) 0.1 $2.2M 24k 91.16
Schlumberger (SLB) 0.1 $2.4M 28k 83.41
Workday Inc cl a (WDAY) 0.1 $2.4M 28k 84.38
Gilead Sciences (GILD) 0.1 $2.0M 20k 98.12
Reis 0.1 $2.0M 79k 25.64
O'reilly Automotive (ORLY) 0.0 $1.3M 5.8k 216.18
Nike (NKE) 0.0 $633k 6.3k 100.29
BlackRock (BLK) 0.0 $310k 849.00 365.14
Cummins (CMI) 0.0 $275k 2.0k 138.54
Tesla Motors (TSLA) 0.0 $259k 1.4k 188.23
Gopro (GPRO) 0.0 $164k 3.8k 43.16
BE Aerospace 0.0 $29k 460.00 63.04
Salix Pharmaceuticals 0.0 $98k 571.00 171.63
Skyworks Solutions (SWKS) 0.0 $104k 1.1k 97.38
Towers Watson & Co 0.0 $103k 784.00 131.38
Medidata Solutions 0.0 $35k 723.00 48.41
Financial Engines 0.0 $65k 1.6k 41.35
stock 0.0 $28k 477.00 58.70
Fireeye 0.0 $44k 1.1k 39.01
Zillow Group Inc Cl A (ZG) 0.0 $28k 282.00 99.29