Timpani Capital Management

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