Timpani Capital Management

Timpani Capital Management as of Dec. 31, 2012

Portfolio Holdings for Timpani Capital Management

Timpani Capital Management holds 82 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
OSI Systems (OSIS) 3.6 $4.9M 77k 64.04
Capital Senior Living Corporation 2.8 $3.8M 204k 18.69
American Vanguard (AVD) 2.4 $3.3M 106k 31.07
Valmont Industries (VMI) 2.4 $3.3M 24k 136.57
Ellie Mae 2.4 $3.2M 116k 27.75
Lithia Motors (LAD) 2.3 $3.1M 82k 37.42
Grand Canyon Education (LOPE) 2.2 $3.0M 129k 23.47
Eagle Materials (EXP) 2.2 $3.0M 51k 58.49
Conn's (CONN) 2.0 $2.7M 89k 30.66
Neustar 2.0 $2.7M 64k 41.94
Vocera Communications 1.9 $2.7M 106k 25.10
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.9 $2.6M 26k 98.28
CoStar (CSGP) 1.8 $2.5M 28k 89.36
CommVault Systems (CVLT) 1.8 $2.5M 36k 69.67
Tree 1.8 $2.4M 132k 18.03
Ryland 1.8 $2.4M 65k 36.51
Catamaran 1.8 $2.4M 51k 47.10
Homeowners Choice 1.7 $2.4M 114k 20.79
Air Methods Corporation 1.7 $2.3M 63k 36.91
Team Health Holdings 1.7 $2.3M 80k 28.77
Team 1.7 $2.3M 59k 38.04
On Assignment 1.6 $2.2M 109k 20.28
Walter Investment Management 1.6 $2.2M 51k 43.02
Multimedia Games 1.6 $2.2M 148k 14.71
Guidance Software 1.6 $2.1M 181k 11.87
Cyberonics 1.5 $2.1M 39k 52.53
Cynosure 1.5 $2.1M 85k 24.11
Vitamin Shoppe 1.4 $1.9M 34k 57.36
Jazz Pharmaceuticals (JAZZ) 1.4 $1.9M 36k 53.25
CoreLogic 1.4 $1.9M 71k 26.92
Barrett Business Services (BBSI) 1.4 $1.9M 49k 38.10
Apogee Enterprises (APOG) 1.4 $1.9M 77k 23.97
Semtech Corporation (SMTC) 1.4 $1.8M 64k 28.94
MasTec (MTZ) 1.3 $1.8M 73k 24.93
Stratasys (SSYS) 1.3 $1.8M 23k 80.16
Bottomline Technologies 1.3 $1.7M 65k 26.39
American Woodmark Corporation (AMWD) 1.2 $1.7M 60k 27.81
Conceptus 1.2 $1.6M 78k 21.01
Beacon Roofing Supply (BECN) 1.2 $1.6M 48k 33.27
Trex Company (TREX) 1.1 $1.5M 41k 37.23
Rosetta Resources 1.1 $1.5M 34k 45.32
Lindsay Corporation (LNN) 1.1 $1.5M 19k 80.13
Tangoe 1.1 $1.5M 123k 11.87
Asbury Automotive (ABG) 1.0 $1.3M 42k 32.03
TransDigm Group Incorporated (TDG) 1.0 $1.3M 9.8k 136.31
Tearlab Corp 1.0 $1.3M 316k 4.10
Ultratech 0.9 $1.3M 34k 37.30
PROS Holdings (PRO) 0.9 $1.3M 69k 18.29
Market Leader 0.9 $1.3M 192k 6.55
Quanex Building Products Corporation (NX) 0.9 $1.3M 61k 20.41
Acadia Healthcare (ACHC) 0.9 $1.2M 53k 23.34
Akorn 0.9 $1.2M 90k 13.36
Diamondback Energy (FANG) 0.8 $1.2M 61k 19.12
Pike Electric Corporation 0.8 $1.1M 120k 9.55
Brunswick Corporation (BC) 0.8 $1.1M 39k 29.09
Tyler Technologies (TYL) 0.8 $1.1M 24k 48.46
Altisource Portfolio Solns S reg (ASPS) 0.8 $1.1M 13k 86.68
Maximus (MMS) 0.8 $1.1M 17k 63.22
Oasis Petroleum 0.8 $1.1M 33k 31.80
Demandware 0.8 $1.1M 39k 27.32
LeapFrog Enterprises 0.8 $1.0M 121k 8.63
Inventure Foods 0.8 $1.0M 161k 6.49
ViewPoint Financial 0.7 $999k 48k 20.95
InnerWorkings 0.7 $971k 71k 13.78
Allegiant Travel Company (ALGT) 0.7 $980k 13k 73.41
United Ins Hldgs (ACIC) 0.7 $962k 160k 6.01
Polaris Industries (PII) 0.7 $906k 11k 84.11
Dorman Products (DORM) 0.7 $876k 25k 35.34
Jack in the Box (JACK) 0.6 $865k 30k 28.58
Geospace Technologies (GEOS) 0.6 $875k 9.8k 88.87
Texas Capital Bancshares (TCBI) 0.6 $774k 17k 44.79
Wageworks 0.6 $742k 42k 17.79
Novadaq Technologies 0.5 $722k 81k 8.88
Sourcefire 0.5 $702k 15k 47.24
Wright Express (WEX) 0.5 $685k 9.1k 75.32
Nationstar Mortgage 0.4 $560k 18k 30.97
Patrick Industries (PATK) 0.4 $504k 32k 15.57
Radware Ltd ord (RDWR) 0.3 $424k 13k 32.99
Greenway Medical Technology 0.2 $306k 20k 15.38
Callidus Software 0.2 $269k 59k 4.53
Tile Shop Hldgs (TTSH) 0.1 $84k 5.0k 16.80
Altisource Residential Corp cl b 0.1 $68k 4.3k 15.86