Timpani Capital Management as of June 30, 2014
Portfolio Holdings for Timpani Capital Management
Timpani Capital Management holds 80 positions in its portfolio as reported in the June 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Lannett Company | 4.0 | $8.8M | 178k | 49.62 | |
Diamondback Energy (FANG) | 3.2 | $7.1M | 80k | 88.80 | |
Ligand Pharmaceuticals In (LGND) | 3.1 | $6.9M | 110k | 62.29 | |
BioDelivery Sciences International | 2.8 | $6.3M | 522k | 12.07 | |
Marchex (MCHX) | 2.6 | $5.9M | 492k | 12.02 | |
Grand Canyon Education (LOPE) | 2.5 | $5.6M | 122k | 45.97 | |
Sanchez Energy Corp C ommon stocks | 2.5 | $5.6M | 148k | 37.59 | |
Lithia Motors (LAD) | 2.5 | $5.5M | 59k | 94.07 | |
Jack in the Box (JACK) | 2.5 | $5.5M | 91k | 59.84 | |
Air Methods Corporation | 2.3 | $5.1M | 98k | 51.65 | |
Wageworks | 2.1 | $4.6M | 95k | 48.21 | |
Middleby Corporation (MIDD) | 2.0 | $4.5M | 55k | 82.72 | |
Diodes Incorporated (DIOD) | 2.0 | $4.4M | 151k | 28.96 | |
Tree | 1.8 | $4.1M | 140k | 29.14 | |
Fiesta Restaurant | 1.8 | $4.0M | 87k | 46.41 | |
Tyler Technologies (TYL) | 1.8 | $3.9M | 43k | 91.20 | |
C&j Energy Services | 1.8 | $3.9M | 116k | 33.78 | |
Super Micro Computer (SMCI) | 1.7 | $3.8M | 152k | 25.27 | |
Team Health Holdings | 1.7 | $3.8M | 77k | 49.94 | |
Motorcar Parts of America (MPAA) | 1.7 | $3.7M | 153k | 24.35 | |
Precision Drilling Corporation | 1.6 | $3.5M | 249k | 14.16 | |
Repligen Corporation (RGEN) | 1.5 | $3.4M | 151k | 22.79 | |
Penske Automotive (PAG) | 1.5 | $3.4M | 68k | 49.50 | |
Korn/Ferry International (KFY) | 1.5 | $3.3M | 111k | 29.37 | |
D Horizon Pharma | 1.4 | $3.2M | 203k | 15.82 | |
MaxLinear (MXL) | 1.4 | $3.2M | 317k | 10.07 | |
G-III Apparel (GIII) | 1.4 | $3.2M | 39k | 81.65 | |
CoStar (CSGP) | 1.4 | $3.1M | 20k | 158.17 | |
Finish Line | 1.4 | $3.1M | 105k | 29.74 | |
Kate Spade & Co | 1.4 | $3.1M | 82k | 38.14 | |
J&J Snack Foods (JJSF) | 1.4 | $3.1M | 33k | 94.12 | |
Jazz Pharmaceuticals (JAZZ) | 1.4 | $3.1M | 21k | 147.00 | |
Perficient (PRFT) | 1.4 | $3.1M | 158k | 19.47 | |
Swift Transportation Company | 1.3 | $3.0M | 117k | 25.23 | |
Old Dominion Freight Line (ODFL) | 1.3 | $2.8M | 45k | 63.68 | |
Kona Grill | 1.3 | $2.8M | 145k | 19.41 | |
Vertex Energy (VTNR) | 1.2 | $2.7M | 283k | 9.71 | |
Ubiquiti Networks | 1.2 | $2.7M | 60k | 45.19 | |
Tuesday Morning Corporation | 1.1 | $2.6M | 144k | 17.82 | |
Cardiovascular Systems | 1.1 | $2.5M | 82k | 31.16 | |
Audiocodes Ltd Com Stk (AUDC) | 1.1 | $2.5M | 357k | 7.05 | |
Nautilus (BFXXQ) | 1.1 | $2.5M | 224k | 11.09 | |
Mobile Mini | 1.1 | $2.4M | 51k | 47.90 | |
Natural Gas Services (NGS) | 1.1 | $2.4M | 74k | 33.06 | |
TransDigm Group Incorporated (TDG) | 1.1 | $2.4M | 14k | 167.29 | |
Basic Energy Services | 1.1 | $2.3M | 80k | 29.22 | |
Hub (HUBG) | 1.0 | $2.3M | 46k | 50.39 | |
Cavium | 1.0 | $2.3M | 46k | 49.67 | |
Gentherm (THRM) | 1.0 | $2.1M | 48k | 44.45 | |
Forward Air Corporation (FWRD) | 0.9 | $2.0M | 43k | 47.86 | |
Stock Bldg Supply Hldgs | 0.9 | $2.0M | 101k | 19.73 | |
TreeHouse Foods (THS) | 0.8 | $1.8M | 23k | 80.08 | |
Hawaiian Holdings (HA) | 0.8 | $1.8M | 128k | 13.71 | |
TechTarget (TTGT) | 0.8 | $1.7M | 194k | 8.82 | |
Shutterstock (SSTK) | 0.7 | $1.6M | 20k | 82.96 | |
Glu Mobile | 0.7 | $1.6M | 323k | 5.00 | |
Biosante Pharmaceuticals (ANIP) | 0.7 | $1.5M | 45k | 34.44 | |
Cantel Medical | 0.7 | $1.5M | 42k | 36.63 | |
Wabash National Corporation (WNC) | 0.7 | $1.5M | 104k | 14.25 | |
Marten Transport (MRTN) | 0.6 | $1.4M | 64k | 22.35 | |
Celadon (CGIP) | 0.6 | $1.3M | 63k | 21.32 | |
DealerTrack Holdings | 0.6 | $1.3M | 30k | 45.35 | |
Dipexium Pharmaceuticals | 0.6 | $1.3M | 136k | 9.70 | |
Callidus Software | 0.6 | $1.2M | 103k | 11.94 | |
Proofpoint | 0.5 | $1.2M | 32k | 37.47 | |
Builders FirstSource (BLDR) | 0.5 | $1.2M | 158k | 7.48 | |
Itt | 0.5 | $1.1M | 23k | 48.12 | |
Skechers USA (SKX) | 0.5 | $1.1M | 24k | 45.70 | |
2060000 Power Solutions International (PSIX) | 0.5 | $1.0M | 14k | 72.00 | |
Cui Global | 0.5 | $1.0M | 121k | 8.40 | |
Hain Celestial (HAIN) | 0.4 | $935k | 11k | 88.74 | |
Monro Muffler Brake (MNRO) | 0.4 | $815k | 15k | 53.18 | |
Maxwell Technologies | 0.3 | $774k | 51k | 15.13 | |
Novadaq Technologies | 0.3 | $728k | 44k | 16.47 | |
Maximus (MMS) | 0.3 | $709k | 17k | 43.00 | |
Inventure Foods | 0.3 | $698k | 62k | 11.27 | |
STAAR Surgical Company (STAA) | 0.3 | $641k | 38k | 16.80 | |
inContact, Inc . | 0.3 | $641k | 70k | 9.19 | |
JAKKS Pacific | 0.3 | $569k | 74k | 7.74 | |
American Eagle Energy | 0.2 | $480k | 80k | 5.99 |