Praesidium Investment Management Company

Praesidium Investment Management Company as of June 30, 2012

Portfolio Holdings for Praesidium Investment Management Company

Praesidium Investment Management Company holds 16 positions in its portfolio as reported in the June 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JDA Software 12.8 $105M 3.5M 29.69
Accenture (ACN) 12.3 $101M 1.7M 60.09
Aspen Technology 9.7 $79M 3.4M 23.15
Progress Software Corporation (PRGS) 9.4 $77M 3.7M 20.87
Open Text Corp (OTEX) 8.4 $69M 1.4M 49.90
Ascena Retail 8.2 $67M 3.6M 18.62
Waters Corporation (WAT) 7.8 $64M 805k 79.47
Knoll 6.1 $50M 3.7M 13.42
Applied Materials (AMAT) 5.9 $48M 4.2M 11.44
Jos. A. Bank Clothiers 5.8 $48M 1.1M 42.46
Comfort Systems USA (FIX) 3.7 $30M 3.0M 10.02
Quanex Building Products Corporation (NX) 3.3 $27M 1.5M 17.88
MTS Systems Corporation 3.1 $25M 652k 38.55
Oplink Communications 1.9 $16M 1.2M 13.53
Cu (CULP) 0.9 $7.1M 689k 10.25
Monarch Casino & Resort (MCRI) 0.7 $5.7M 618k 9.14