Timpani Capital Management as of Sept. 30, 2013
Portfolio Holdings for Timpani Capital Management
Timpani Capital Management holds 86 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wageworks | 2.8 | $4.8M | 95k | 50.45 | |
| Conn's (CONN) | 2.7 | $4.6M | 91k | 50.03 | |
| On Assignment | 2.7 | $4.5M | 138k | 33.00 | |
| Lithia Motors (LAD) | 2.5 | $4.3M | 59k | 72.95 | |
| Lannett Company | 2.5 | $4.2M | 194k | 21.82 | |
| Lifelock | 2.5 | $4.2M | 281k | 14.83 | |
| Grand Canyon Education (LOPE) | 2.4 | $4.1M | 101k | 40.24 | |
| PowerSecure International | 2.3 | $3.9M | 244k | 16.05 | |
| Oasis Petroleum | 2.3 | $3.9M | 79k | 49.14 | |
| Proto Labs (PRLB) | 2.3 | $3.8M | 50k | 76.39 | |
| Tree | 2.2 | $3.8M | 144k | 26.26 | |
| Novadaq Technologies | 2.2 | $3.7M | 224k | 16.58 | |
| Multimedia Games | 2.2 | $3.7M | 107k | 34.55 | |
| CommVault Systems (CVLT) | 2.2 | $3.7M | 42k | 87.93 | |
| CoStar (CSGP) | 2.1 | $3.6M | 22k | 167.91 | |
| Ligand Pharmaceuticals In (LGND) | 2.0 | $3.4M | 79k | 43.28 | |
| Penske Automotive (PAG) | 1.9 | $3.3M | 76k | 42.73 | |
| Tyler Technologies (TYL) | 1.9 | $3.2M | 37k | 87.47 | |
| Magnachip Semiconductor Corp (MX) | 1.9 | $3.2M | 148k | 21.53 | |
| Carbonite | 1.8 | $3.1M | 208k | 15.00 | |
| Diamondback Energy (FANG) | 1.8 | $3.0M | 71k | 42.64 | |
| Tearlab Corp | 1.7 | $2.8M | 255k | 11.06 | |
| Dril-Quip (DRQ) | 1.6 | $2.7M | 24k | 114.76 | |
| Cancer Genetics | 1.6 | $2.6M | 130k | 20.26 | |
| Jazz Pharmaceuticals (JAZZ) | 1.5 | $2.6M | 28k | 91.97 | |
| Homeowners Choice | 1.5 | $2.6M | 64k | 40.83 | |
| Acadia Healthcare (ACHC) | 1.5 | $2.5M | 64k | 39.43 | |
| Capella Education Company | 1.4 | $2.4M | 43k | 56.56 | |
| MaxLinear (MXL) | 1.4 | $2.3M | 281k | 8.29 | |
| Epl Oil & Gas | 1.4 | $2.3M | 62k | 37.10 | |
| Synergy Res Corp | 1.3 | $2.3M | 232k | 9.75 | |
| Sagent Pharmaceuticals | 1.3 | $2.2M | 110k | 20.40 | |
| MasTec (MTZ) | 1.2 | $2.1M | 69k | 30.31 | |
| Healthways | 1.2 | $2.0M | 109k | 18.51 | |
| inContact, Inc . | 1.1 | $1.9M | 233k | 8.25 | |
| Cardiovascular Systems | 1.1 | $1.8M | 91k | 20.05 | |
| Red Robin Gourmet Burgers (RRGB) | 1.0 | $1.8M | 25k | 71.11 | |
| Tangoe | 1.0 | $1.8M | 74k | 23.82 | |
| Team Health Holdings | 1.0 | $1.7M | 46k | 37.94 | |
| Barrett Business Services (BBSI) | 1.0 | $1.7M | 25k | 67.29 | |
| Addus Homecare Corp (ADUS) | 1.0 | $1.6M | 57k | 28.97 | |
| TrueBlue (TBI) | 0.9 | $1.6M | 67k | 24.02 | |
| Sanchez Energy Corp C ommon stocks | 0.9 | $1.6M | 60k | 26.41 | |
| Pandora Media | 0.9 | $1.6M | 62k | 25.12 | |
| Responsys | 0.9 | $1.5M | 93k | 16.51 | |
| Ubiquiti Networks | 0.9 | $1.5M | 45k | 33.58 | |
| Tuesday Morning Corporation | 0.9 | $1.5M | 98k | 15.28 | |
| Neustar | 0.8 | $1.4M | 28k | 49.47 | |
| Neophotonics Corp | 0.8 | $1.4M | 187k | 7.39 | |
| Repligen Corporation (RGEN) | 0.8 | $1.3M | 121k | 11.09 | |
| TransDigm Group Incorporated (TDG) | 0.8 | $1.3M | 9.7k | 138.65 | |
| Five Below (FIVE) | 0.8 | $1.3M | 31k | 43.72 | |
| Acxiom Corporation | 0.8 | $1.3M | 47k | 28.39 | |
| Maximus (MMS) | 0.8 | $1.3M | 29k | 45.05 | |
| PROS Holdings (PRO) | 0.8 | $1.3M | 39k | 34.18 | |
| Albany Molecular Research | 0.8 | $1.3M | 102k | 12.89 | |
| Ciena Corporation (CIEN) | 0.7 | $1.2M | 50k | 25.00 | |
| Callidus Software | 0.7 | $1.2M | 136k | 9.17 | |
| Fifth & Pac Cos | 0.7 | $1.2M | 47k | 25.13 | |
| Air Methods Corporation | 0.7 | $1.2M | 27k | 42.55 | |
| DSW | 0.7 | $1.1M | 13k | 85.29 | |
| Super Micro Computer (SMCI) | 0.7 | $1.1M | 84k | 13.54 | |
| Perficient (PRFT) | 0.6 | $1.1M | 58k | 18.36 | |
| Xoom | 0.6 | $1.0M | 33k | 31.77 | |
| Buffalo Wild Wings | 0.6 | $930k | 8.4k | 111.16 | |
| Prestige Brands Holdings (PBH) | 0.5 | $921k | 31k | 30.11 | |
| Old Dominion Freight Line (ODFL) | 0.5 | $908k | 20k | 45.97 | |
| Inventure Foods | 0.5 | $913k | 87k | 10.50 | |
| Wesco Aircraft Holdings | 0.5 | $924k | 44k | 20.93 | |
| Allegiant Travel Company (ALGT) | 0.5 | $892k | 8.5k | 105.33 | |
| Guidewire Software (GWRE) | 0.5 | $892k | 19k | 47.10 | |
| Us Silica Hldgs (SLCA) | 0.5 | $846k | 34k | 24.89 | |
| FormFactor (FORM) | 0.5 | $812k | 118k | 6.86 | |
| A.T. Cross Company | 0.5 | $769k | 40k | 19.03 | |
| Medidata Solutions | 0.4 | $730k | 7.4k | 99.00 | |
| Capital Senior Living Corporation | 0.4 | $710k | 34k | 21.14 | |
| Apogee Enterprises (APOG) | 0.4 | $695k | 24k | 29.63 | |
| Shutterstock (SSTK) | 0.4 | $656k | 9.0k | 72.77 | |
| 2060000 Power Solutions International (PSIX) | 0.4 | $650k | 11k | 59.09 | |
| Scorpio Tankers | 0.4 | $628k | 64k | 9.76 | |
| United Ins Hldgs (ACIC) | 0.4 | $612k | 69k | 8.84 | |
| Diversified Restaurant Holdi | 0.3 | $526k | 80k | 6.56 | |
| REPCOM cla | 0.3 | $508k | 11k | 46.79 | |
| Liquidity Services (LQDT) | 0.3 | $482k | 14k | 33.53 | |
| Xg Technology | 0.1 | $196k | 40k | 4.90 | |
| Xg Technologies Inc Wt w exp 7/18/2018 | 0.0 | $26k | 20k | 1.30 |
