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 |