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 | 4.9M | 1.00 | |
| Capital Senior Living Corporation | 2.8 | $3.8M | 3.8M | 1.00 | |
| American Vanguard (AVD) | 2.4 | $3.3M | 3.3M | 1.00 | |
| Valmont Industries (VMI) | 2.4 | $3.3M | 3.3M | 1.00 | |
| Ellie Mae | 2.4 | $3.2M | 3.2M | 1.00 | |
| Lithia Motors (LAD) | 2.3 | $3.1M | 3.1M | 1.00 | |
| Grand Canyon Education (LOPE) | 2.2 | $3.0M | 3.0M | 1.00 | |
| Eagle Materials (EXP) | 2.2 | $3.0M | 3.0M | 1.00 | |
| Conn's (CONN) | 2.0 | $2.7M | 2.7M | 1.00 | |
| Neustar | 2.0 | $2.7M | 2.7M | 1.00 | |
| Vocera Communications | 1.9 | $2.7M | 2.7M | 1.00 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.9 | $2.6M | 2.6M | 1.00 | |
| CoStar (CSGP) | 1.8 | $2.5M | 2.5M | 1.00 | |
| CommVault Systems (CVLT) | 1.8 | $2.5M | 2.5M | 1.00 | |
| Tree | 1.8 | $2.4M | 2.4M | 1.00 | |
| Ryland | 1.8 | $2.4M | 2.4M | 1.00 | |
| Catamaran | 1.8 | $2.4M | 2.4M | 1.00 | |
| Homeowners Choice | 1.7 | $2.4M | 2.4M | 1.00 | |
| Air Methods Corporation | 1.7 | $2.3M | 2.3M | 1.00 | |
| Team Health Holdings | 1.7 | $2.3M | 2.3M | 1.00 | |
| Team | 1.7 | $2.3M | 2.3M | 1.00 | |
| On Assignment | 1.6 | $2.2M | 2.2M | 1.00 | |
| Walter Investment Management | 1.6 | $2.2M | 2.2M | 1.00 | |
| Multimedia Games | 1.6 | $2.2M | 2.2M | 1.00 | |
| Guidance Software | 1.6 | $2.1M | 2.1M | 1.00 | |
| Cyberonics | 1.5 | $2.1M | 2.1M | 1.00 | |
| Cynosure | 1.5 | $2.1M | 2.1M | 1.00 | |
| Vitamin Shoppe | 1.4 | $1.9M | 1.9M | 1.00 | |
| Jazz Pharmaceuticals (JAZZ) | 1.4 | $1.9M | 1.9M | 1.00 | |
| CoreLogic | 1.4 | $1.9M | 1.9M | 1.00 | |
| Barrett Business Services (BBSI) | 1.4 | $1.9M | 1.9M | 1.00 | |
| Apogee Enterprises (APOG) | 1.4 | $1.9M | 1.9M | 1.00 | |
| Semtech Corporation (SMTC) | 1.4 | $1.8M | 1.8M | 1.00 | |
| MasTec (MTZ) | 1.3 | $1.8M | 1.8M | 1.00 | |
| Stratasys (SSYS) | 1.3 | $1.8M | 1.8M | 1.00 | |
| Bottomline Technologies | 1.3 | $1.7M | 1.7M | 1.00 | |
| American Woodmark Corporation (AMWD) | 1.2 | $1.7M | 1.7M | 1.00 | |
| Conceptus | 1.2 | $1.6M | 1.6M | 1.00 | |
| Beacon Roofing Supply (BECN) | 1.2 | $1.6M | 1.6M | 1.00 | |
| Trex Company (TREX) | 1.1 | $1.5M | 1.5M | 1.00 | |
| Rosetta Resources | 1.1 | $1.5M | 1.5M | 1.00 | |
| Lindsay Corporation (LNN) | 1.1 | $1.5M | 1.5M | 1.00 | |
| Tangoe | 1.1 | $1.5M | 1.5M | 1.00 | |
| Asbury Automotive (ABG) | 1.0 | $1.3M | 1.3M | 1.00 | |
| TransDigm Group Incorporated (TDG) | 1.0 | $1.3M | 1.3M | 1.00 | |
| Tearlab Corp | 1.0 | $1.3M | 1.3M | 1.00 | |
| Ultratech | 0.9 | $1.3M | 1.3M | 1.00 | |
| PROS Holdings (PRO) | 0.9 | $1.3M | 1.3M | 1.00 | |
| Market Leader | 0.9 | $1.3M | 1.3M | 1.00 | |
| Quanex Building Products Corporation (NX) | 0.9 | $1.3M | 1.3M | 1.00 | |
| Acadia Healthcare (ACHC) | 0.9 | $1.2M | 1.2M | 1.00 | |
| Akorn | 0.9 | $1.2M | 1.2M | 1.00 | |
| Diamondback Energy (FANG) | 0.8 | $1.2M | 1.2M | 1.00 | |
| Pike Electric Corporation | 0.8 | $1.1M | 1.1M | 1.00 | |
| Brunswick Corporation (BC) | 0.8 | $1.1M | 1.1M | 1.00 | |
| Tyler Technologies (TYL) | 0.8 | $1.1M | 1.1M | 1.00 | |
| Altisource Portfolio Solns S reg (ASPS) | 0.8 | $1.1M | 1.1M | 1.00 | |
| Maximus (MMS) | 0.8 | $1.1M | 1.1M | 1.00 | |
| Oasis Petroleum | 0.8 | $1.1M | 1.1M | 1.00 | |
| Demandware | 0.8 | $1.1M | 1.1M | 1.00 | |
| LeapFrog Enterprises | 0.8 | $1.0M | 1.0M | 1.00 | |
| Inventure Foods | 0.8 | $1.0M | 1.0M | 1.00 | |
| ViewPoint Financial | 0.7 | $999k | 999k | 1.00 | |
| InnerWorkings | 0.7 | $971k | 971k | 1.00 | |
| Allegiant Travel Company (ALGT) | 0.7 | $980k | 980k | 1.00 | |
| United Ins Hldgs (ACIC) | 0.7 | $962k | 962k | 1.00 | |
| Polaris Industries (PII) | 0.7 | $907k | 907k | 1.00 | |
| Dorman Products (DORM) | 0.7 | $876k | 876k | 1.00 | |
| Jack in the Box (JACK) | 0.6 | $866k | 866k | 1.00 | |
| Geospace Technologies (GEOS) | 0.6 | $875k | 875k | 1.00 | |
| Texas Capital Bancshares (TCBI) | 0.6 | $775k | 775k | 1.00 | |
| Wageworks | 0.6 | $742k | 742k | 1.00 | |
| Novadaq Technologies | 0.5 | $722k | 722k | 1.00 | |
| Sourcefire | 0.5 | $702k | 702k | 1.00 | |
| Wright Express (WEX) | 0.5 | $685k | 685k | 1.00 | |
| Nationstar Mortgage | 0.4 | $560k | 560k | 1.00 | |
| Patrick Industries (PATK) | 0.4 | $504k | 504k | 1.00 | |
| Radware Ltd ord (RDWR) | 0.3 | $424k | 424k | 1.00 | |
| Greenway Medical Technology | 0.2 | $306k | 306k | 1.00 | |
| Callidus Software | 0.2 | $269k | 269k | 1.00 | |
| Tile Shop Hldgs (TTSH) | 0.1 | $84k | 84k | 1.00 | |
| Altisource Residential Corp cl b | 0.1 | $68k | 68k | 1.00 |
