Perimeter Capital Partners

Perimeter Capital Partners as of March 31, 2012

Portfolio Holdings for Perimeter Capital Partners

Perimeter Capital Partners holds 273 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
ACI Worldwide (ACIW) 1.0 $16M 388k 40.25
OYO Geospace Corporation 0.9 $15M 138k 105.33
Parametric Technology 0.9 $14M 501k 27.93
Jazz Pharmaceuticals (JAZZ) 0.8 $14M 281k 48.49
Vistaprint N V 0.8 $13M 348k 38.65
Impax Laboratories 0.8 $13M 543k 24.58
Express 0.8 $13M 534k 24.98
ValueClick 0.8 $13M 668k 19.74
TriQuint Semiconductor 0.8 $13M 1.9M 6.90
Shutterfly 0.8 $13M 415k 31.35
Myriad Genetics (MYGN) 0.8 $13M 542k 23.66
WMS Industries 0.8 $12M 512k 23.74
Vitamin Shoppe 0.8 $12M 275k 44.23
DealerTrack Holdings 0.8 $12M 398k 30.28
A. O. Smith Corporation (AOS) 0.8 $12M 268k 44.93
Seattle Genetics 0.7 $12M 581k 20.38
Walter Investment Management 0.7 $12M 528k 22.55
Kronos Worldwide (KRO) 0.7 $12M 467k 24.94
Cavium 0.7 $12M 381k 30.92
EnPro Industries (NPO) 0.7 $12M 280k 41.09
FTI Consulting (FCN) 0.7 $11M 303k 37.51
OSI Systems (OSIS) 0.7 $12M 187k 61.27
Steven Madden (SHOO) 0.7 $11M 265k 42.76
Huron Consulting (HURN) 0.7 $11M 302k 37.56
MasTec (MTZ) 0.7 $11M 630k 18.09
BroadSoft 0.7 $11M 297k 38.24
SVB Financial (SIVBQ) 0.7 $11M 173k 64.32
Icon 0.7 $11M 530k 21.23
GeoResources 0.7 $11M 341k 32.76
Triumph (TGI) 0.7 $11M 177k 62.67
Platinum Underwriter/ptp 0.7 $11M 297k 36.50
Endurance Specialty Hldgs Lt 0.7 $11M 268k 40.66
Onyx Pharmaceuticals 0.7 $11M 288k 37.66
Finisar Corporation 0.7 $11M 544k 20.16
Hexcel Corporation (HXL) 0.7 $11M 453k 24.01
Haemonetics Corporation (HAE) 0.7 $11M 153k 69.69
Adtran 0.7 $11M 343k 31.20
NetScout Systems (NTCT) 0.7 $11M 527k 20.33
CLICKSOFTWARE TECHNOLOGIES Ltd Com Stk 0.7 $11M 852k 12.67
Corrections Corporation of America 0.7 $11M 386k 27.32
Curtiss-Wright (CW) 0.7 $10M 282k 37.02
Atlas Air Worldwide Holdings 0.6 $10M 208k 49.21
First Cash Financial Services 0.6 $10M 240k 42.92
Mentor Graphics Corporation 0.6 $10M 677k 14.87
Consolidated Graphics 0.6 $10M 223k 45.26
LivePerson (LPSN) 0.6 $10M 602k 16.76
Genes (GCO) 0.6 $9.9M 138k 71.65
Thoratec Corporation 0.6 $9.7M 289k 33.70
Grand Canyon Education (LOPE) 0.6 $9.8M 552k 17.75
Sanderson Farms 0.6 $9.8M 184k 53.01
Trimas Corporation (TRS) 0.6 $9.8M 436k 22.38
Omnicell (OMCL) 0.6 $9.6M 633k 15.20
Open Text Corp (OTEX) 0.6 $9.7M 159k 61.16
SPECTRUM BRANDS Hldgs 0.6 $9.7M 277k 34.94
Interactive Intelligence Group 0.6 $9.5M 313k 30.50
Chico's FAS 0.6 $9.5M 628k 15.10
Diodes Incorporated (DIOD) 0.6 $9.4M 405k 23.17
Euronet Worldwide (EEFT) 0.6 $9.5M 456k 20.89
American Public Education (APEI) 0.6 $9.5M 250k 37.99
Mistras (MG) 0.6 $9.5M 400k 23.83
Beacon Roofing Supply (BECN) 0.6 $9.3M 362k 25.75
Nice Systems (NICE) 0.6 $9.2M 234k 39.30
Kraton Performance Polymers 0.6 $9.1M 341k 26.56
Emulex Corporation 0.6 $9.0M 866k 10.38
Lithia Motors (LAD) 0.6 $9.0M 345k 26.21
ICU Medical, Incorporated (ICUI) 0.6 $8.9M 182k 49.16
Google 0.6 $8.8M 14k 641.25
Ez (EZPW) 0.6 $8.8M 271k 32.44
Centene Corporation (CNC) 0.6 $8.8M 179k 48.99
MIPS Technologies 0.6 $8.8M 1.6M 5.44
DigitalGlobe 0.6 $8.7M 655k 13.35
Kodiak Oil & Gas 0.6 $8.9M 892k 9.96
Allot Communications (ALLT) 0.6 $8.8M 379k 23.25
NOVA MEASURING Instruments L (NVMI) 0.6 $8.8M 978k 8.96
WisdomTree Investments (WT) 0.6 $8.8M 1.1M 8.37
Energy Xxi 0.5 $8.7M 241k 36.10
Hain Celestial (HAIN) 0.5 $8.6M 196k 43.85
Old Dominion Freight Line (ODFL) 0.5 $8.7M 183k 47.67
Maidenform Brands 0.5 $8.5M 378k 22.52
Salix Pharmaceuticals 0.5 $8.4M 160k 52.52
KapStone Paper and Packaging 0.5 $8.4M 426k 19.70
Helix Energy Solutions (HLX) 0.5 $8.3M 465k 17.79
Akorn 0.5 $8.4M 719k 11.70
bebe stores 0.5 $8.3M 895k 9.23
Hub (HUBG) 0.5 $8.2M 227k 36.03
Rosetta Resources 0.5 $8.2M 169k 48.74
Sonus Networks 0.5 $8.1M 2.8M 2.90
Body Central Acquisition Corporation 0.5 $8.2M 283k 29.02
Radware Ltd ord (RDWR) 0.5 $8.0M 215k 37.44
Buckle (BKE) 0.5 $8.0M 167k 47.88
Ii-vi 0.5 $8.1M 342k 23.65
SPDR Gold Trust (GLD) 0.5 $7.9M 49k 162.12
Newport Corporation 0.5 $8.0M 454k 17.72
Finish Line 0.5 $8.1M 381k 21.22
La-Z-Boy Incorporated (LZB) 0.5 $7.8M 524k 14.96
Gulfport Energy Corporation 0.5 $7.8M 267k 29.14
Wright Express Corporation 0.5 $7.9M 122k 64.78
Zix Corporation 0.5 $7.8M 2.7M 2.91
Casual Male Retail 0.5 $7.9M 2.4M 3.36
GulfMark Offshore 0.5 $7.9M 171k 45.96
Ethan Allen Interiors (ETD) 0.5 $7.6M 301k 25.31
Silgan Holdings (SLGN) 0.5 $7.6M 173k 44.20
Kulicke and Soffa Industries (KLIC) 0.5 $7.6M 616k 12.42
EnerSys (ENS) 0.5 $7.7M 222k 34.65
MedAssets 0.5 $7.7M 588k 13.16
Buckeye Technologies 0.5 $7.5M 221k 33.97
Chart Industries (GTLS) 0.5 $7.5M 102k 73.35
Spectrum Pharmaceuticals 0.5 $7.5M 596k 12.63
Dfc Global 0.5 $7.5M 397k 18.85
Computer Programs & Systems (TBRG) 0.5 $7.3M 130k 56.52
Metropolitan Health Networks 0.5 $7.4M 795k 9.36
Sotheby's 0.5 $7.2M 182k 39.34
Boston Private Financial Holdings 0.5 $7.2M 725k 9.91
Silicon Image 0.5 $7.2M 1.2M 5.88
Lattice Semiconductor (LSCC) 0.5 $7.2M 1.1M 6.43
Ezchip Semiconductor Lt 0.5 $7.2M 166k 43.30
KBW 0.4 $7.1M 383k 18.50
CommVault Systems (CVLT) 0.4 $7.1M 143k 49.68
Ltx Credence Corporation 0.4 $7.1M 984k 7.19
PAREXEL International Corporation 0.4 $6.9M 255k 26.97
ProAssurance Corporation (PRA) 0.4 $6.9M 78k 88.12
Astec Industries (ASTE) 0.4 $6.9M 190k 36.49
inContact, Inc . 0.4 $6.9M 1.2M 5.58
HealthStream (HSTM) 0.4 $6.9M 297k 23.19
DepoMed 0.4 $6.8M 1.1M 6.26
Inter Parfums (IPAR) 0.4 $6.7M 429k 15.69
Maiden Holdings (MHLD) 0.4 $6.8M 755k 9.00
Balchem Corporation (BCPC) 0.4 $6.5M 216k 30.28
Corporate Executive Board Company 0.4 $6.6M 153k 43.01
Rex Energy Corporation 0.4 $6.5M 608k 10.68
Coeur d'Alene Mines Corporation (CDE) 0.4 $6.6M 278k 23.75
OPNET Technologies 0.4 $6.6M 229k 28.98
TNS 0.4 $6.6M 304k 21.73
Dawson Geophysical Company 0.4 $6.5M 190k 34.35
Key Energy Services 0.4 $6.4M 415k 15.46
Rush Enterprises (RUSHA) 0.4 $6.4M 302k 21.21
Nic 0.4 $6.5M 532k 12.15
NVE Corporation (NVEC) 0.4 $6.5M 122k 53.05
Mellanox Technologies 0.4 $6.4M 153k 41.84
TrueBlue (TBI) 0.4 $6.3M 350k 17.89
Myr (MYRG) 0.4 $6.2M 349k 17.86
Masimo Corporation (MASI) 0.4 $6.3M 268k 23.38
First Citizens BancShares (FCNCA) 0.4 $6.0M 33k 182.68
Cbeyond 0.4 $6.0M 746k 7.99
Caribou Coffee Company 0.4 $5.9M 317k 18.63
Standard Pacific 0.4 $5.7M 1.3M 4.46
Ultimate Software 0.4 $5.7M 78k 73.32
Maxwell Technologies 0.4 $5.8M 319k 18.33
Amerigon Incorporated 0.4 $5.7M 352k 16.17
Sourcefire 0.4 $5.8M 120k 48.12
Mitek Systems (MITK) 0.4 $5.7M 492k 11.60
Marten Transport (MRTN) 0.3 $5.6M 252k 22.08
Astex Pharmaceuticals 0.3 $5.6M 3.0M 1.86
Cost Plus 0.3 $5.4M 302k 17.90
NII Holdings 0.3 $5.5M 299k 18.31
Volterra Semiconductor Corporation 0.3 $5.5M 159k 34.43
SolarWinds 0.3 $5.4M 140k 38.68
Tempur-Pedic International (TPX) 0.3 $5.3M 63k 84.45
Atmi 0.3 $5.2M 225k 23.28
Bruker Corporation (BRKR) 0.3 $5.2M 340k 15.31
Allegiant Travel Company (ALGT) 0.3 $5.1M 94k 54.50
Six Flags Entertainment (SIX) 0.3 $5.1M 108k 46.77
Umpqua Holdings Corporation 0.3 $4.9M 363k 13.56
Swift Energy Company 0.3 $4.9M 169k 29.05
Pier 1 Imports 0.3 $4.7M 260k 18.20
Anadarko Petroleum Corporation 0.3 $4.7M 60k 78.35
Liberty Media 0.3 $4.7M 246k 19.09
Comcast Corporation 0.3 $4.5M 153k 29.51
Rent-A-Center (UPBD) 0.3 $4.4M 117k 37.76
SPS Commerce (SPSC) 0.3 $4.4M 165k 26.91
Liberty Global 0.3 $4.4M 92k 47.89
World Acceptance (WRLD) 0.3 $4.3M 69k 61.24
Brunswick Corporation (BC) 0.3 $4.4M 170k 25.75
Select Comfort 0.3 $4.4M 135k 32.39
Directv 0.3 $4.2M 84k 49.35
Landstar System (LSTR) 0.3 $4.2M 73k 57.72
Hertz Global Holdings 0.3 $4.2M 278k 15.04
InterDigital (IDCC) 0.3 $4.2M 120k 34.86
General Cable Corporation 0.3 $4.2M 144k 29.08
Integra LifeSciences Holdings (IART) 0.3 $4.1M 119k 34.69
Texas Capital Bancshares (TCBI) 0.2 $4.0M 117k 34.58
Altisource Portfolio Solns S reg (ASPS) 0.2 $3.7M 61k 60.64
CIGNA Corporation 0.2 $3.6M 74k 49.25
North Amern Energy Partners 0.2 $3.8M 768k 4.89
Ascena Retail 0.2 $3.7M 83k 44.28
Procera Networks 0.2 $3.7M 164k 22.37
Wabash National Corporation (WNC) 0.2 $3.6M 345k 10.35
Cash America International 0.2 $3.5M 72k 47.93
United Therapeutics Corporation (UTHR) 0.2 $3.4M 73k 47.13
Fusion-io 0.2 $3.4M 120k 28.40
BP (BP) 0.2 $3.2M 72k 45.00
Fred's 0.2 $3.3M 223k 14.59
TRW Automotive Holdings 0.2 $3.1M 67k 46.45
Las Vegas Sands (LVS) 0.2 $2.9M 50k 57.58
Sprint Nextel Corporation 0.2 $2.8M 987k 2.85
Rentech 0.2 $2.9M 1.4M 2.08
Interxion Holding 0.2 $2.8M 158k 17.95
Yandex Nv-a (NBIS) 0.2 $2.6M 97k 26.87
Visteon Corporation (VC) 0.1 $2.4M 45k 53.00
K12 0.1 $2.2M 95k 23.63
Via 0.1 $2.2M 46k 47.46
Canadian Natural Resources (CNQ) 0.1 $2.0M 61k 33.18
InnerWorkings 0.1 $2.1M 176k 11.65
Actuant Corporation 0.1 $2.2M 75k 28.96
Arch Coal 0.1 $1.9M 174k 10.71
Apple (AAPL) 0.1 $2.0M 3.3k 599.70
Dolan Company 0.1 $1.9M 204k 9.11
Industries N shs - a - (LYB) 0.1 $2.0M 45k 43.65
Barrick Gold Corp (GOLD) 0.1 $1.8M 40k 43.48
Tennant Company (TNC) 0.1 $1.8M 40k 44.01
Yamana Gold 0.1 $1.8M 114k 15.62
iShares Russell 2000 Growth Index (IWO) 0.1 $1.4M 14k 95.41
Websense 0.1 $1.3M 64k 21.09
Hecla Mining Company (HL) 0.1 $1.1M 244k 4.62
Universal Display Corporation (OLED) 0.1 $1.1M 30k 36.50
MDC PARTNERS INC CL A SUB Vtg 0.1 $1.0M 94k 11.12
Aixtron 0.1 $866k 50k 17.32
LoJack Corporation 0.0 $700k 176k 3.97
Rollins (ROL) 0.0 $413k 19k 21.31
Foot Locker (FL) 0.0 $435k 14k 31.02
Monster Worldwide 0.0 $497k 51k 9.75
Solutia 0.0 $548k 20k 27.93
Ansys (ANSS) 0.0 $363k 5.6k 65.02
BioMarin Pharmaceutical (BMRN) 0.0 $332k 9.7k 34.21
Gen-Probe Incorporated 0.0 $366k 5.5k 66.39
Lincoln Electric Holdings (LECO) 0.0 $321k 7.1k 45.36
Solera Holdings 0.0 $276k 6.0k 45.97
Airgas 0.0 $357k 4.0k 88.85
Charles River Laboratories (CRL) 0.0 $290k 8.0k 36.10
Endo Pharmaceuticals 0.0 $319k 8.2k 38.75
Tupperware Brands Corporation (TUPBQ) 0.0 $304k 4.8k 63.51
WABCO Holdings 0.0 $275k 4.5k 60.53
ON Semiconductor (ON) 0.0 $283k 31k 9.01
Wyndham Worldwide Corporation 0.0 $298k 6.4k 46.45
Usec 0.0 $292k 275k 1.06
American Campus Communities 0.0 $256k 5.7k 44.66
Catalyst Health Solutions 0.0 $326k 5.1k 63.67
Sally Beauty Holdings (SBH) 0.0 $380k 15k 24.79
Cubist Pharmaceuticals 0.0 $308k 7.1k 43.23
Portfolio Recovery Associates 0.0 $331k 4.6k 71.75
Ametek (AME) 0.0 $329k 6.8k 48.55
Anixter International 0.0 $291k 4.0k 72.64
EnerNOC 0.0 $277k 38k 7.21
PetMed Express (PETS) 0.0 $291k 24k 12.37
Carpenter Technology Corporation (CRS) 0.0 $261k 5.0k 52.21
Towers Watson & Co 0.0 $289k 4.4k 66.18
Avago Technologies 0.0 $329k 8.4k 39.01
Pvh Corporation (PVH) 0.0 $247k 2.8k 89.23
BE Aerospace 0.0 $222k 4.8k 46.47
Henry Schein (HSIC) 0.0 $208k 2.7k 75.80
Manpower (MAN) 0.0 $217k 4.6k 47.41
D.R. Horton (DHI) 0.0 $236k 16k 15.18
Advance Auto Parts (AAP) 0.0 $220k 2.5k 88.39
Cumulus Media 0.0 $114k 33k 3.50
CoStar (CSGP) 0.0 $224k 3.2k 69.03
Alliance Data Systems Corporation (BFH) 0.0 $210k 1.7k 125.82
Herbalife Ltd Com Stk (HLF) 0.0 $234k 3.4k 68.74
Oceaneering International (OII) 0.0 $238k 4.4k 53.91
Boston Beer Company (SAM) 0.0 $219k 2.1k 106.83
Arena Pharmaceuticals 0.0 $130k 42k 3.07
Church & Dwight (CHD) 0.0 $203k 4.1k 49.12
Kansas City Southern 0.0 $219k 3.0k 71.85
Builders FirstSource (BLDR) 0.0 $114k 27k 4.24
Jamba 0.0 $96k 47k 2.06
Marchex (MCHX) 0.0 $195k 44k 4.47
SM Energy (SM) 0.0 $226k 3.2k 70.85
Rosetta Stone 0.0 $181k 18k 10.33
Fortinet (FTNT) 0.0 $223k 8.1k 27.63
Amyris 0.0 $223k 43k 5.17
Michael Kors Holdings 0.0 $200k 4.3k 46.54
Tri-Valley Corporation (TIV) 0.0 $2.1k 13k 0.16
A123 Systems 0.0 $75k 67k 1.12
Intelli-Check - Mobilisa 0.0 $30k 18k 1.69