Perimeter Capital Partners

Perimeter Capital Partners as of Sept. 30, 2011

Portfolio Holdings for Perimeter Capital Partners

Perimeter Capital Partners holds 280 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Barclays 20+ Yr Treas.Bond (TLT) 1.0 $14M 116k 120.80
Genes (GCO) 0.9 $13M 243k 51.54
Dfc Global 0.9 $13M 577k 21.81
Domino's Pizza (DPZ) 0.8 $12M 452k 27.25
ValueClick 0.8 $12M 792k 15.56
OPNET Technologies 0.8 $12M 336k 34.91
Vistaprint N V 0.8 $12M 429k 27.02
Impax Laboratories 0.8 $11M 634k 17.90
CommVault Systems (CVLT) 0.8 $11M 303k 37.05
ArthroCare Corporation 0.8 $11M 385k 28.78
Bruker Corporation (BRKR) 0.8 $11M 809k 13.53
BroadSoft 0.8 $11M 361k 30.35
Huron Consulting (HURN) 0.8 $11M 349k 31.13
Rent-A-Center (UPBD) 0.7 $11M 387k 27.45
Onyx Pharmaceuticals 0.7 $11M 356k 30.01
ACI Worldwide (ACIW) 0.7 $11M 382k 27.55
AboveNet 0.7 $11M 196k 53.57
FTI Consulting (FCN) 0.7 $10M 282k 36.82
NewMarket Corporation (NEU) 0.7 $10M 69k 151.87
Hexcel Corporation (HXL) 0.7 $10M 462k 22.17
Jazz Pharmaceuticals 0.7 $10M 246k 41.52
Interactive Intelligence Group 0.7 $10M 380k 27.06
Ez (EZPW) 0.7 $10M 352k 28.54
Old Dominion Freight Line (ODFL) 0.7 $10M 350k 28.95
Ascena Retail 0.7 $10M 371k 27.06
Crocs (CROX) 0.7 $9.9M 420k 23.69
LivePerson (LPSN) 0.7 $9.9M 996k 9.96
Myriad Genetics (MYGN) 0.7 $9.9M 528k 18.74
A. O. Smith Corporation (AOS) 0.7 $10M 312k 32.02
Triumph (TGI) 0.7 $9.9M 204k 48.71
Ezchip Semiconductor Lt 0.7 $10M 300k 33.22
Salix Pharmaceuticals 0.7 $9.9M 333k 29.61
MasTec (MTZ) 0.7 $9.8M 557k 17.61
Sensient Technologies Corporation (SXT) 0.7 $9.7M 297k 32.55
Steven Madden (SHOO) 0.7 $9.7M 323k 30.09
Finish Line 0.7 $9.6M 481k 20.00
Chart Industries (GTLS) 0.7 $9.7M 229k 42.21
Merit Medical Systems (MMSI) 0.7 $9.6M 734k 13.14
Nice Systems (NICE) 0.7 $9.7M 318k 30.36
Bio-Reference Laboratories 0.7 $9.7M 525k 18.40
Encore Capital (ECPG) 0.7 $9.5M 433k 21.87
Neustar 0.7 $9.5M 378k 25.13
Express 0.7 $9.5M 466k 20.30
Buckle (BKE) 0.7 $9.3M 243k 38.44
HealthSpring 0.7 $9.4M 257k 36.46
Insight Enterprises (NSIT) 0.7 $9.4M 618k 15.15
j2 Global Communications 0.6 $9.2M 342k 26.90
Haemonetics Corporation (HAE) 0.6 $9.0M 154k 58.50
Hain Celestial (HAIN) 0.6 $9.0M 293k 30.55
Integra LifeSciences Holdings (IART) 0.6 $9.0M 252k 35.77
Merge Healthcare 0.6 $8.9M 1.5M 6.09
Rex Energy Corporation 0.6 $8.8M 694k 12.65
Hibbett Sports (HIBB) 0.6 $8.8M 259k 33.91
Seattle Genetics 0.6 $8.6M 453k 19.05
Sotheby's 0.6 $8.7M 316k 27.57
Finisar Corporation 0.6 $8.7M 497k 17.53
Vitamin Shoppe 0.6 $8.7M 232k 37.44
Wright Express Corporation 0.6 $8.5M 224k 38.05
ICU Medical, Incorporated (ICUI) 0.6 $8.5M 230k 36.81
Wolverine World Wide (WWW) 0.6 $8.3M 251k 33.28
OSI Systems (OSIS) 0.6 $8.4M 250k 33.52
Jos. A. Bank Clothiers 0.6 $8.3M 179k 46.63
CLICKSOFTWARE TECHNOLOGIES Ltd Com Stk 0.6 $8.4M 1.1M 7.79
DigitalGlobe 0.6 $8.3M 429k 19.44
Platinum Underwriter/ptp 0.6 $8.3M 269k 30.75
IPC The Hospitalist Company 0.6 $8.2M 231k 35.68
Masimo Corporation (MASI) 0.6 $8.2M 378k 21.62
Ruddick Corporation 0.6 $8.1M 207k 38.98
Computer Programs & Systems (TBRG) 0.6 $8.0M 122k 66.18
Coinstar 0.6 $7.9M 199k 40.04
TriQuint Semiconductor 0.6 $7.9M 1.6M 5.02
Actuant Corporation 0.6 $7.9M 401k 19.75
Kronos Worldwide (KRO) 0.6 $7.9M 490k 16.08
Inter Parfums (IPAR) 0.5 $7.7M 500k 15.46
Mellanox Technologies 0.5 $7.7M 248k 31.21
First Cash Financial Services 0.5 $7.7M 183k 41.95
Synovis Life Technologies (SYNO) 0.5 $7.6M 456k 16.70
Beacon Roofing Supply (BECN) 0.5 $7.5M 468k 15.99
EnerSys (ENS) 0.5 $7.5M 374k 20.01
Iconix Brand 0.5 $7.6M 478k 15.80
EnPro Industries (NPO) 0.5 $7.5M 252k 29.69
GeoResources 0.5 $7.4M 419k 17.79
Shutterfly 0.5 $7.5M 183k 41.18
Kodiak Oil & Gas 0.5 $7.5M 1.5M 5.20
Altisource Portfolio Solns S reg (ASPS) 0.5 $7.4M 209k 35.36
Silgan Holdings (SLGN) 0.5 $7.3M 199k 36.74
Robbins & Myers 0.5 $7.3M 210k 34.69
PriceSmart (PSMT) 0.5 $7.4M 119k 62.31
Newpark Resources (NR) 0.5 $7.2M 1.2M 6.09
Silicon Image 0.5 $7.2M 1.2M 5.87
Buckeye Technologies 0.5 $7.2M 299k 24.12
RTI International Metals 0.5 $7.1M 307k 23.31
Applied Industrial Technologies (AIT) 0.5 $7.2M 264k 27.17
OYO Geospace Corporation 0.5 $7.2M 127k 56.28
Invacare Corporation 0.5 $7.0M 305k 23.03
Akorn 0.5 $7.1M 911k 7.79
Zix Corporation 0.5 $7.0M 2.6M 2.67
Casual Male Retail 0.5 $7.0M 1.9M 3.76
Sourcefire 0.5 $7.0M 263k 26.75
SVB Financial (SIVBQ) 0.5 $7.0M 189k 37.01
TeleTech Holdings 0.5 $6.9M 453k 15.24
Intrepid Potash 0.5 $6.9M 276k 24.87
PAREXEL International Corporation 0.5 $6.8M 359k 18.93
Kennametal (KMT) 0.5 $6.8M 206k 32.74
Open Text Corp (OTEX) 0.5 $6.8M 130k 52.12
Swift Energy Company 0.5 $6.7M 277k 24.35
Ii-vi 0.5 $6.6M 380k 17.50
Stifel Financial (SF) 0.5 $6.6M 249k 26.56
Ensign (ENSG) 0.5 $6.6M 286k 23.11
Maxwell Technologies 0.5 $6.6M 356k 18.42
Atlas Air Worldwide Holdings 0.5 $6.4M 193k 33.31
Progressive Waste Solutions 0.5 $6.5M 316k 20.58
Umpqua Holdings Corporation 0.4 $6.3M 715k 8.79
Warna 0.4 $6.3M 137k 46.06
Boston Private Financial Holdings 0.4 $6.3M 1.1M 5.88
InterDigital (IDCC) 0.4 $6.4M 138k 46.58
DealerTrack Holdings 0.4 $6.4M 408k 15.66
NetGear (NTGR) 0.4 $6.4M 246k 25.91
Landstar System (LSTR) 0.4 $6.2M 156k 39.58
Comstock Resources 0.4 $6.2M 399k 15.48
Lithia Motors (LAD) 0.4 $6.2M 434k 14.37
Genesee & Wyoming 0.4 $6.2M 133k 46.48
Trimas Corporation (TRS) 0.4 $6.2M 420k 14.86
Myr (MYRG) 0.4 $6.3M 355k 17.66
Astex Pharmaceuticals 0.4 $6.2M 3.2M 1.92
ProAssurance Corporation (PRA) 0.4 $6.0M 84k 72.10
NVE Corporation (NVEC) 0.4 $6.0M 99k 60.66
Perry Ellis International 0.4 $5.9M 314k 18.78
Rosetta Resources 0.4 $6.0M 175k 34.23
Ceradyne 0.4 $5.8M 214k 26.90
Aruba Networks 0.4 $5.8M 278k 20.90
Atrion Corporation (ATRI) 0.4 $5.6M 27k 207.39
Nic 0.4 $5.7M 496k 11.44
North Amern Energy Partners 0.4 $5.6M 970k 5.82
Kraton Performance Polymers 0.4 $5.6M 349k 16.17
OCZ Technology 0.4 $5.7M 1.2M 4.85
Stillwater Mining Company 0.4 $5.5M 646k 8.50
General Cable Corporation 0.4 $5.4M 233k 23.35
Nektar Therapeutics (NKTR) 0.4 $5.4M 1.1M 4.86
Power-One 0.4 $5.5M 1.2M 4.51
Balchem Corporation (BCPC) 0.4 $5.4M 144k 37.28
DepoMed 0.4 $5.4M 1000k 5.40
Key Energy Services 0.4 $5.4M 565k 9.48
Consolidated Graphics 0.4 $5.2M 142k 36.55
Dolan Company 0.4 $5.2M 574k 8.99
Dawson Geophysical Company 0.4 $5.2M 222k 23.57
Hub (HUBG) 0.3 $5.0M 178k 28.26
Marten Transport (MRTN) 0.3 $5.1M 293k 17.26
Keynote Systems 0.3 $5.1M 240k 21.13
Select Comfort 0.3 $4.8M 346k 13.98
Amerigon Incorporated 0.3 $4.9M 388k 12.73
Helix Energy Solutions (HLX) 0.3 $4.9M 371k 13.10
Monotype Imaging Holdings 0.3 $4.9M 404k 12.12
SPDR Gold Trust (GLD) 0.3 $4.7M 30k 158.07
Wabash National Corporation (WNC) 0.3 $4.7M 991k 4.77
Ameristar Casinos 0.3 $4.8M 296k 16.06
First Citizens BancShares (FCNCA) 0.3 $4.6M 32k 143.70
Progress Software Corporation (PRGS) 0.3 $4.6M 261k 17.55
Cbeyond 0.3 $4.6M 652k 7.05
Chico's FAS 0.3 $4.6M 402k 11.41
Hi-Tech Pharmacal 0.3 $4.6M 138k 33.61
Rush Enterprises (RUSHA) 0.3 $4.7M 330k 14.15
Magnum Hunter Resources Corporation 0.3 $4.4M 1.3M 3.31
Maiden Holdings (MHLD) 0.3 $4.4M 597k 7.39
Mistras (MG) 0.3 $4.3M 245k 17.54
Newport Corporation 0.3 $4.2M 389k 10.80
NetScout Systems (NTCT) 0.3 $4.1M 363k 11.42
Abraxas Petroleum 0.3 $4.3M 1.6M 2.64
Cardiome Pharma Corp 0.3 $4.2M 1.3M 3.29
Caribou Coffee Company 0.3 $4.2M 358k 11.81
Patriot Coal Corp 0.3 $4.1M 490k 8.45
Avista Corporation (AVA) 0.3 $4.0M 167k 23.85
Ultimate Software 0.3 $4.1M 88k 46.73
DXP Enterprises (DXPE) 0.3 $4.1M 216k 18.82
WisdomTree Investments (WT) 0.3 $3.9M 549k 7.02
Pioneer Drilling Company 0.3 $3.7M 513k 7.18
Monro Muffler Brake (MNRO) 0.2 $3.6M 110k 32.97
Icon 0.2 $3.6M 223k 16.17
Radware Ltd ord (RDWR) 0.2 $3.5M 161k 21.59
Liberty Media 0.2 $3.4M 233k 14.77
Fushi Copperweld 0.2 $3.5M 713k 4.94
Maidenform Brands 0.2 $3.5M 150k 23.37
Google 0.2 $3.3M 6.4k 514.38
Korn/Ferry International (KFY) 0.2 $3.4M 277k 12.18
MIPS Technologies 0.2 $3.3M 679k 4.85
Liberty Global 0.2 $3.2M 93k 34.61
NII Holdings 0.2 $3.2M 118k 26.95
U.S. Auto Parts Network 0.2 $3.2M 634k 5.07
Six Flags Entertainment (SIX) 0.2 $3.2M 114k 27.72
Triangle Petroleum Corporation 0.2 $3.2M 878k 3.59
Directv 0.2 $2.9M 69k 42.25
Interxion Holding 0.2 $2.9M 249k 11.81
Weyerhaeuser Company (WY) 0.2 $2.8M 180k 15.55
Pier 1 Imports 0.2 $2.6M 270k 9.77
Lattice Semiconductor (LSCC) 0.2 $2.6M 494k 5.25
NOVA MEASURING Instruments L (NVMI) 0.2 $2.6M 487k 5.36
CIGNA Corporation 0.2 $2.5M 60k 41.94
Via 0.2 $2.3M 59k 38.75
TrueBlue (TBI) 0.2 $2.3M 205k 11.33
GrafTech International 0.2 $2.3M 182k 12.70
OmniVision Technologies 0.2 $2.3M 165k 14.05
Industries N shs - a - (LYB) 0.1 $2.2M 88k 24.43
HealthStream (HSTM) 0.1 $2.0M 157k 12.82
Citigroup (C) 0.1 $2.0M 80k 25.61
BP (BP) 0.1 $1.8M 51k 36.07
Avnet (AVT) 0.1 $1.9M 72k 26.09
MDC PARTNERS INC CL A SUB Vtg 0.1 $1.8M 127k 14.42
Medidata Solutions 0.1 $1.9M 116k 16.45
Canadian Natural Resources (CNQ) 0.1 $1.6M 56k 29.27
Live Nation Entertainment (LYV) 0.1 $1.6M 204k 8.01
MGM Resorts International. (MGM) 0.1 $1.6M 169k 9.29
iShares Russell 2000 Growth Index (IWO) 0.1 $1.6M 22k 73.45
Las Vegas Sands (LVS) 0.1 $1.5M 39k 38.34
Arch Coal 0.1 $1.4M 99k 14.57
TRW Automotive Holdings 0.1 $1.4M 42k 32.73
Visteon Corporation (VC) 0.1 $1.5M 35k 43.00
Sprint Nextel Corporation 0.1 $1.3M 413k 3.04
Apple (AAPL) 0.1 $1.1M 2.8k 381.17
Capital One Financial (COF) 0.1 $1.0M 25k 39.63
Solutia 0.1 $946k 74k 12.85
Freeport-McMoRan Copper & Gold (FCX) 0.1 $808k 27k 30.46
Hertz Global Holdings 0.1 $826k 93k 8.90
Vishay Precision (VPG) 0.1 $718k 55k 13.17
Tractor Supply Company (TSCO) 0.0 $395k 6.3k 62.52
Solera Holdings 0.0 $372k 7.4k 50.54
Henry Schein (HSIC) 0.0 $387k 6.2k 61.99
Monster Worldwide 0.0 $366k 51k 7.18
Innospec (IOSP) 0.0 $403k 17k 24.19
Harbin Electric 0.0 $498k 25k 19.92
Ansys (ANSS) 0.0 $325k 6.6k 49.06
Cabot Oil & Gas Corporation (CTRA) 0.0 $227k 3.7k 61.79
Gen-Probe Incorporated 0.0 $273k 4.8k 57.24
Hologic (HOLX) 0.0 $261k 17k 15.19
Rollins (ROL) 0.0 $288k 15k 18.72
Global Payments (GPN) 0.0 $292k 7.2k 40.44
Mid-America Apartment (MAA) 0.0 $242k 4.0k 60.18
Endo Pharmaceuticals 0.0 $251k 9.0k 28.01
Arrow Electronics (ARW) 0.0 $220k 7.9k 27.74
Tupperware Brands Corporation 0.0 $311k 5.8k 53.66
WABCO Holdings 0.0 $254k 6.7k 37.85
Alliance Data Systems Corporation (BFH) 0.0 $311k 3.4k 92.70
Tibco Software 0.0 $258k 12k 22.43
Tesoro Corporation 0.0 $219k 11k 19.50
Quanta Services (PWR) 0.0 $252k 13k 18.79
ON Semiconductor (ON) 0.0 $277k 39k 7.19
Wyndham Worldwide Corporation 0.0 $225k 7.9k 28.57
Rock-Tenn Company 0.0 $280k 5.8k 48.68
Herbalife Ltd Com Stk (HLF) 0.0 $331k 6.2k 53.61
Littelfuse (LFUS) 0.0 $347k 8.6k 40.26
American Campus Communities 0.0 $262k 7.0k 37.20
Catalyst Health Solutions 0.0 $357k 6.2k 57.76
Oil States International (OIS) 0.0 $233k 4.6k 51.02
Tempur-Pedic International (TPX) 0.0 $270k 5.1k 52.58
Riverbed Technology 0.0 $252k 13k 19.95
Church & Dwight (CHD) 0.0 $360k 8.1k 44.19
Aixtron 0.0 $278k 19k 14.53
Ametek (AME) 0.0 $274k 8.3k 32.94
A123 Systems 0.0 $256k 75k 3.44
Oasis Petroleum 0.0 $219k 9.8k 22.32
Avago Technologies 0.0 $290k 8.9k 32.75
Fortinet (FTNT) 0.0 $312k 19k 16.80
Pvh Corporation (PVH) 0.0 $307k 5.3k 58.29
KBR (KBR) 0.0 $200k 8.4k 23.68
Autoliv (ALV) 0.0 $205k 4.2k 48.41
Cumulus Media 0.0 $93k 33k 2.85
PolyOne Corporation 0.0 $184k 17k 10.70
Usec 0.0 $101k 63k 1.62
Oceaneering International (OII) 0.0 $216k 6.1k 35.32
Portfolio Recovery Associates 0.0 $216k 3.5k 62.27
Star Scientific 0.0 $83k 36k 2.31
Flowers Foods (FLO) 0.0 $203k 10k 19.46
Martha Stewart Living Omnimedia 0.0 $127k 41k 3.13
Glu Mobile 0.0 $163k 77k 2.11
Arena Pharmaceuticals 0.0 $61k 42k 1.44
Capstone Turbine Corporation 0.0 $32k 32k 1.00
Tri-Valley Corporation (TIV) 0.0 $2.1k 13k 0.16
Builders FirstSource (BLDR) 0.0 $34k 27k 1.26
Jamba 0.0 $60k 47k 1.29
Intelli-Check - Mobilisa 0.0 $18k 18k 1.01
Microvision 0.0 $15k 23k 0.67