Timpani Capital Management as of Dec. 31, 2011
Portfolio Holdings for Timpani Capital Management
Timpani Capital Management holds 89 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sxc Health Solutions Corp | 3.3 | $2.9M | 51k | 56.49 | |
| Bankrate | 3.1 | $2.7M | 128k | 21.50 | |
| OSI Systems (OSIS) | 2.7 | $2.4M | 49k | 48.78 | |
| Tempur-Pedic International (TPX) | 2.5 | $2.2M | 42k | 52.53 | |
| Akorn | 2.5 | $2.2M | 196k | 11.12 | |
| ZOLL Medical Corporation | 2.5 | $2.2M | 34k | 63.17 | |
| iRobot Corporation (IRBT) | 2.5 | $2.1M | 72k | 29.84 | |
| Ceva (CEVA) | 2.4 | $2.1M | 68k | 30.27 | |
| Jazz Pharmaceuticals | 2.1 | $1.9M | 49k | 38.63 | |
| Air Methods Corporation | 2.1 | $1.8M | 21k | 84.44 | |
| Body Central Acquisition Corporation | 1.8 | $1.6M | 64k | 24.96 | |
| TreeHouse Foods (THS) | 1.8 | $1.5M | 24k | 65.37 | |
| Silicon Motion Technology (SIMO) | 1.8 | $1.5M | 75k | 20.49 | |
| Vocus | 1.8 | $1.5M | 69k | 22.08 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.7 | $1.5M | 23k | 64.94 | |
| HealthStream (HSTM) | 1.7 | $1.5M | 83k | 18.45 | |
| Altisource Portfolio Solns S reg (ASPS) | 1.7 | $1.5M | 29k | 50.18 | |
| Acacia Research Corporation (ACTG) | 1.7 | $1.5M | 40k | 36.52 | |
| Hornbeck Offshore Services | 1.7 | $1.4M | 47k | 31.01 | |
| Gardner Denver | 1.6 | $1.4M | 19k | 77.07 | |
| DealerTrack Holdings | 1.6 | $1.4M | 53k | 27.26 | |
| Endologix | 1.6 | $1.4M | 123k | 11.48 | |
| Elizabeth Arden | 1.6 | $1.4M | 38k | 37.04 | |
| Steven Madden (SHOO) | 1.6 | $1.4M | 40k | 34.49 | |
| Gulfport Energy Corporation | 1.6 | $1.4M | 46k | 29.45 | |
| Team | 1.5 | $1.3M | 44k | 29.75 | |
| OPNET Technologies | 1.5 | $1.3M | 35k | 36.67 | |
| CommVault Systems (CVLT) | 1.5 | $1.3M | 30k | 42.72 | |
| ExlService Holdings (EXLS) | 1.4 | $1.3M | 57k | 22.36 | |
| Callidus Software | 1.4 | $1.3M | 196k | 6.42 | |
| Core Laboratories | 1.4 | $1.2M | 11k | 113.98 | |
| Allot Communications (ALLT) | 1.4 | $1.2M | 80k | 15.20 | |
| Raven Industries | 1.4 | $1.2M | 19k | 61.91 | |
| TransDigm Group Incorporated (TDG) | 1.4 | $1.2M | 13k | 95.65 | |
| HEICO Corporation (HEI) | 1.3 | $1.2M | 20k | 58.50 | |
| ViroPharma Incorporated | 1.3 | $1.2M | 43k | 27.38 | |
| BJ's Restaurants (BJRI) | 1.3 | $1.1M | 25k | 45.32 | |
| FARO Technologies (FARO) | 1.3 | $1.1M | 24k | 46.01 | |
| Asbury Automotive (ABG) | 1.2 | $1.1M | 50k | 21.55 | |
| InnerWorkings | 1.2 | $1.1M | 115k | 9.31 | |
| Robbins & Myers | 1.2 | $1.0M | 22k | 48.57 | |
| Chart Industries (GTLS) | 1.2 | $1.0M | 19k | 54.09 | |
| Oasis Petroleum | 1.2 | $1.0M | 35k | 29.10 | |
| Lithia Motors (LAD) | 1.1 | $942k | 43k | 21.86 | |
| Genes (GCO) | 1.1 | $935k | 15k | 61.77 | |
| GulfMark Offshore | 1.0 | $859k | 20k | 42.01 | |
| Kirby Corporation (KEX) | 1.0 | $851k | 13k | 65.87 | |
| Financial Engines | 0.9 | $832k | 37k | 22.33 | |
| Tangoe | 0.9 | $774k | 50k | 15.40 | |
| Monro Muffler Brake (MNRO) | 0.9 | $763k | 20k | 38.78 | |
| Omnicell (OMCL) | 0.9 | $755k | 46k | 16.52 | |
| Rosetta Resources | 0.9 | $755k | 17k | 43.51 | |
| Keynote Systems | 0.8 | $703k | 34k | 20.53 | |
| Sourcefire | 0.8 | $704k | 22k | 32.40 | |
| Nu Skin Enterprises (NUS) | 0.8 | $702k | 14k | 48.59 | |
| Zumiez (ZUMZ) | 0.8 | $686k | 25k | 27.78 | |
| Spreadtrum Communications | 0.8 | $684k | 33k | 20.88 | |
| Ultratech | 0.7 | $648k | 26k | 24.56 | |
| Guidance Software | 0.7 | $631k | 97k | 6.48 | |
| Titan Machinery (TITN) | 0.7 | $622k | 29k | 21.74 | |
| Spirit Airlines (SAVE) | 0.7 | $619k | 40k | 15.59 | |
| Bottomline Technologies | 0.7 | $604k | 26k | 23.18 | |
| Spectrum Pharmaceuticals | 0.6 | $562k | 38k | 14.64 | |
| Portfolio Recovery Associates | 0.6 | $546k | 8.1k | 67.50 | |
| Town Sports International Holdings | 0.6 | $525k | 71k | 7.36 | |
| LeapFrog Enterprises | 0.6 | $477k | 85k | 5.59 | |
| Uroplasty | 0.6 | $480k | 113k | 4.25 | |
| Cepheid | 0.5 | $472k | 14k | 34.39 | |
| Clean Harbors (CLH) | 0.5 | $442k | 6.9k | 63.78 | |
| Innophos Holdings | 0.5 | $428k | 8.8k | 48.54 | |
| Titan International (TWI) | 0.5 | $392k | 20k | 19.47 | |
| Valmont Industries (VMI) | 0.4 | $388k | 4.3k | 90.68 | |
| PROS Holdings (PRO) | 0.4 | $383k | 26k | 14.88 | |
| Polypore International | 0.4 | $329k | 7.5k | 43.99 | |
| Web | 0.4 | $331k | 29k | 11.44 | |
| Convio | 0.3 | $300k | 27k | 11.07 | |
| Multimedia Games | 0.3 | $288k | 36k | 7.95 | |
| Hansen Natural Corporation | 0.2 | $203k | 2.2k | 92.27 | |
| NOVA MEASURING Instruments L (NVMI) | 0.2 | $201k | 27k | 7.39 | |
| Tractor Supply Company (TSCO) | 0.2 | $161k | 2.3k | 70.00 | |
| Affiliated Managers (AMG) | 0.1 | $134k | 1.4k | 95.71 | |
| Kansas City Southern | 0.1 | $127k | 1.9k | 68.21 | |
| Trimble Navigation (TRMB) | 0.1 | $119k | 2.7k | 43.54 | |
| Polaris Industries (PII) | 0.1 | $101k | 1.8k | 56.11 | |
| MICROS Systems | 0.1 | $84k | 1.8k | 46.67 | |
| IDEXX Laboratories (IDXX) | 0.1 | $77k | 1.0k | 77.00 | |
| W.R. Grace & Co. | 0.1 | $75k | 1.6k | 45.82 | |
| SM Energy (SM) | 0.1 | $59k | 803.00 | 73.47 | |
| Tibco Software | 0.0 | $28k | 1.2k | 24.31 |
