Timpani Capital Management

Timpani Capital Management as of March 31, 2013

Portfolio Holdings for Timpani Capital Management

Timpani Capital Management holds 89 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Capital Senior Living Corporation 3.0 $4.6M 175k 26.43
Lithia Motors (LAD) 2.6 $4.1M 85k 47.48
Conn's (CONN) 2.6 $4.0M 111k 35.94
Team Health Holdings 2.6 $4.0M 110k 36.38
Valmont Industries (VMI) 2.4 $3.7M 24k 157.27
CoStar (CSGP) 2.4 $3.6M 33k 109.46
On Assignment 2.2 $3.4M 134k 25.31
Ryland 2.2 $3.4M 81k 41.62
Grand Canyon Education (LOPE) 2.1 $3.2M 126k 25.39
Multimedia Games 2.0 $3.1M 148k 20.87
Homeowners Choice 2.0 $3.1M 114k 27.25
Cynosure 2.0 $3.1M 117k 26.17
Air Methods Corporation 2.0 $3.0M 63k 48.25
CommVault Systems (CVLT) 1.9 $3.0M 36k 82.01
Neustar 1.9 $2.9M 63k 46.53
American Woodmark Corporation (AMWD) 1.8 $2.7M 80k 34.03
Eagle Materials (EXP) 1.7 $2.6M 38k 66.64
Conceptus 1.6 $2.5M 104k 24.15
Apogee Enterprises (APOG) 1.6 $2.5M 86k 28.94
Tearlab Corp 1.6 $2.5M 358k 6.90
MasTec (MTZ) 1.6 $2.4M 82k 29.15
Tree 1.5 $2.3M 124k 18.49
Tyler Technologies (TYL) 1.5 $2.3M 37k 61.26
OSI Systems (OSIS) 1.5 $2.3M 36k 62.29
Semtech Corporation (SMTC) 1.5 $2.3M 64k 35.41
Maximus (MMS) 1.4 $2.2M 28k 79.96
Wageworks 1.4 $2.2M 88k 25.03
Acadia Healthcare (ACHC) 1.4 $2.2M 74k 29.39
Novadaq Technologies 1.4 $2.2M 218k 9.91
Magnachip Semiconductor Corp (MX) 1.4 $2.2M 124k 17.31
Beacon Roofing Supply (BECN) 1.4 $2.1M 53k 38.66
Barrett Business Services (BBSI) 1.3 $2.1M 39k 52.67
Jazz Pharmaceuticals (JAZZ) 1.3 $2.0M 36k 55.90
Asbury Automotive (ABG) 1.3 $2.0M 54k 36.69
Oasis Petroleum 1.2 $1.9M 50k 38.07
Dril-Quip (DRQ) 1.2 $1.9M 21k 87.18
American Vanguard (AVD) 1.2 $1.8M 59k 30.55
Five Below (FIVE) 1.2 $1.8M 47k 37.89
Geospace Technologies (GEOS) 1.1 $1.7M 16k 107.95
Stratasys (SSYS) 1.1 $1.7M 23k 74.23
Lannett Company 1.1 $1.7M 165k 10.11
HEALTH INSURANCE Common equity Innovations shares 1.1 $1.7M 111k 15.09
Performant Finl (PFMT) 1.1 $1.6M 134k 12.28
Diamondback Energy (FANG) 1.1 $1.6M 61k 26.84
Market Leader 1.0 $1.6M 175k 8.96
Bottomline Technologies 1.0 $1.5M 54k 28.51
PROS Holdings (PRO) 1.0 $1.5M 56k 27.17
TransDigm Group Incorporated (TDG) 1.0 $1.5M 9.8k 152.92
Rosetta Resources 1.0 $1.5M 31k 47.59
Proto Labs (PRLB) 0.9 $1.4M 29k 49.10
Computer Task 0.9 $1.4M 65k 21.39
Ultratech 0.9 $1.4M 34k 39.54
Brunswick Corporation (BC) 0.9 $1.3M 39k 34.22
Lifelock 0.9 $1.3M 137k 9.63
Inventure Foods 0.8 $1.3M 161k 7.78
Ellie Mae 0.8 $1.2M 51k 24.06
Numerex 0.8 $1.2M 90k 12.79
Cardiovascular Systems 0.7 $1.1M 55k 20.48
InnerWorkings 0.7 $1.1M 71k 15.14
Echo Global Logistics 0.7 $1.1M 49k 22.13
Jack in the Box (JACK) 0.7 $1.0M 30k 34.60
Tri Pointe Homes (TPH) 0.7 $993k 49k 20.16
Synergy Res Corp 0.6 $963k 140k 6.86
Tile Shop Hldgs (TTSH) 0.6 $931k 44k 21.00
Ceva (CEVA) 0.6 $926k 59k 15.59
H&E Equipment Services (HEES) 0.5 $797k 39k 20.39
Tangoe 0.5 $794k 64k 12.38
Catamaran 0.5 $784k 15k 53.02
Spreadtrum Communications 0.5 $760k 37k 20.50
Team 0.5 $768k 19k 41.05
Vocera Communications 0.5 $740k 32k 23.01
Trex Company (TREX) 0.5 $726k 15k 49.17
Allegiant Travel Company (ALGT) 0.5 $720k 8.1k 88.74
Arctic Cat 0.5 $702k 16k 43.67
Us Silica Hldgs (SLCA) 0.5 $707k 30k 23.57
National Financial Partners 0.5 $688k 31k 22.42
Sodastream International 0.5 $696k 14k 49.65
Pike Electric Corporation 0.4 $629k 44k 14.23
Meritage Homes Corporation (MTH) 0.4 $611k 13k 46.89
Exone 0.4 $582k 17k 33.50
stock 0.3 $514k 35k 14.69
Radware Ltd ord (RDWR) 0.3 $485k 13k 37.73
D Tumi Holdings 0.3 $466k 22k 20.93
Lindsay Corporation (LNN) 0.3 $445k 5.1k 88.08
Primoris Services (PRIM) 0.3 $447k 20k 22.10
Sourcefire 0.3 $405k 6.8k 59.25
United Ins Hldgs (ACIC) 0.3 $401k 70k 5.73
Callidus Software 0.2 $271k 59k 4.57
Fiesta Restaurant 0.0 $27k 1.0k 27.00