Timpani Capital Management as of Dec. 31, 2014
Portfolio Holdings for Timpani Capital Management
Timpani Capital Management holds 83 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tree (TREE) | 3.1 | $7.9M | 163k | 48.34 | |
| Jack in the Box (JACK) | 3.0 | $7.8M | 97k | 79.96 | |
| Super Micro Computer (SMCI) | 2.6 | $6.6M | 189k | 34.88 | |
| Biosante Pharmaceuticals (ANIP) | 2.4 | $6.1M | 108k | 56.39 | |
| Hawaiian Holdings (HA) | 2.3 | $5.7M | 220k | 26.05 | |
| Proofpoint | 2.2 | $5.6M | 117k | 48.23 | |
| Tubemogul | 2.1 | $5.4M | 240k | 22.55 | |
| Motorcar Parts of America (MPAA) | 2.1 | $5.3M | 170k | 31.09 | |
| Grand Canyon Education (LOPE) | 1.9 | $4.9M | 105k | 46.66 | |
| Trinet (TNET) | 1.9 | $4.9M | 156k | 31.28 | |
| Zeltiq Aesthetics | 1.9 | $4.8M | 173k | 27.91 | |
| Ligand Pharmaceuticals In (LGND) | 1.9 | $4.7M | 89k | 53.21 | |
| Team Health Holdings | 1.9 | $4.7M | 82k | 57.53 | |
| BioDelivery Sciences International | 1.8 | $4.5M | 378k | 12.02 | |
| Verint Systems (VRNT) | 1.8 | $4.5M | 77k | 58.28 | |
| Middleby Corporation (MIDD) | 1.7 | $4.4M | 45k | 99.09 | |
| Wageworks | 1.7 | $4.3M | 67k | 64.58 | |
| Mellanox Technologies | 1.7 | $4.3M | 100k | 42.73 | |
| Fiesta Restaurant | 1.6 | $4.2M | 69k | 60.79 | |
| Cavium | 1.6 | $4.1M | 67k | 61.82 | |
| Nautilus (BFXXQ) | 1.6 | $4.0M | 260k | 15.18 | |
| Jazz Pharmaceuticals (JAZZ) | 1.5 | $3.9M | 24k | 163.74 | |
| Adeptus Health Inc-class A | 1.5 | $3.9M | 104k | 37.40 | |
| Old Dominion Freight Line (ODFL) | 1.5 | $3.8M | 50k | 77.63 | |
| Tyler Technologies (TYL) | 1.5 | $3.8M | 35k | 109.45 | |
| Cardiovascular Systems | 1.4 | $3.7M | 123k | 30.08 | |
| TechTarget (TTGT) | 1.4 | $3.7M | 323k | 11.37 | |
| 4068594 Enphase Energy (ENPH) | 1.4 | $3.7M | 256k | 14.29 | |
| Skechers USA (SKX) | 1.4 | $3.5M | 64k | 55.25 | |
| Cantel Medical | 1.4 | $3.5M | 81k | 43.26 | |
| Q2 Holdings (QTWO) | 1.4 | $3.5M | 183k | 18.84 | |
| Tuesday Morning Corporation | 1.3 | $3.3M | 153k | 21.70 | |
| VASCO Data Security International | 1.2 | $3.2M | 113k | 28.21 | |
| Horizon Pharma | 1.2 | $3.2M | 246k | 12.89 | |
| Kona Grill | 1.2 | $3.1M | 136k | 23.09 | |
| CoStar (CSGP) | 1.2 | $3.1M | 17k | 183.63 | |
| Ldr Hldg | 1.2 | $3.0M | 91k | 32.78 | |
| Truecar (TRUE) | 1.2 | $3.0M | 130k | 22.90 | |
| Zoe's Kitchen | 1.2 | $2.9M | 99k | 29.91 | |
| TransDigm Group Incorporated (TDG) | 1.1 | $2.9M | 15k | 196.32 | |
| Qualys (QLYS) | 1.1 | $2.9M | 76k | 37.75 | |
| Inogen (INGN) | 1.1 | $2.9M | 92k | 31.37 | |
| G-III Apparel (GIII) | 1.1 | $2.8M | 28k | 101.00 | |
| RF Micro Devices | 1.1 | $2.8M | 170k | 16.59 | |
| Pernix Therapeutics Holdings | 1.1 | $2.7M | 291k | 9.39 | |
| Lannett Company | 1.1 | $2.7M | 62k | 42.87 | |
| Callidus Software | 1.0 | $2.6M | 161k | 16.33 | |
| Synchronoss Technologies | 1.0 | $2.6M | 62k | 41.86 | |
| Akorn | 1.0 | $2.6M | 72k | 36.19 | |
| Sonic Corporation | 1.0 | $2.4M | 89k | 27.23 | |
| BJ's Restaurants (BJRI) | 1.0 | $2.4M | 49k | 50.21 | |
| Core-Mark Holding Company | 0.9 | $2.4M | 38k | 61.94 | |
| Quidel Corporation | 0.9 | $2.4M | 82k | 28.92 | |
| Lithia Motors (LAD) | 0.9 | $2.3M | 27k | 86.70 | |
| DTS | 0.9 | $2.3M | 74k | 30.75 | |
| Demandware | 0.9 | $2.3M | 39k | 57.53 | |
| Five Below (FIVE) | 0.9 | $2.3M | 55k | 40.84 | |
| TASER International | 0.8 | $2.1M | 80k | 26.49 | |
| Capella Education Company | 0.8 | $2.1M | 27k | 76.95 | |
| inContact, Inc . | 0.8 | $2.1M | 240k | 8.79 | |
| Steris Corporation | 0.8 | $2.1M | 32k | 64.86 | |
| Epam Systems (EPAM) | 0.8 | $1.9M | 40k | 47.75 | |
| Examworks | 0.8 | $1.9M | 46k | 41.60 | |
| Apogee Enterprises (APOG) | 0.7 | $1.9M | 45k | 42.37 | |
| Ptc Therapeutics I (PTCT) | 0.7 | $1.9M | 36k | 51.77 | |
| Big 5 Sporting Goods Corporation (BGFV) | 0.7 | $1.7M | 116k | 14.63 | |
| Dipexium Pharmaceuticals | 0.7 | $1.7M | 149k | 11.38 | |
| Grubhub | 0.7 | $1.7M | 46k | 36.33 | |
| DealerTrack Holdings | 0.6 | $1.6M | 36k | 44.30 | |
| Boingo Wireless | 0.6 | $1.6M | 204k | 7.67 | |
| Abaxis | 0.6 | $1.5M | 27k | 56.83 | |
| RadNet (RDNT) | 0.6 | $1.4M | 168k | 8.54 | |
| Forward Air Corporation (FWRD) | 0.5 | $1.3M | 25k | 50.37 | |
| Gentherm (THRM) | 0.5 | $1.2M | 32k | 36.61 | |
| Barracuda Networks | 0.5 | $1.2M | 33k | 35.83 | |
| Ultimate Software | 0.5 | $1.2M | 7.9k | 146.80 | |
| Allegiant Travel Company (ALGT) | 0.4 | $1.1M | 7.3k | 150.36 | |
| Cui Global | 0.4 | $978k | 131k | 7.45 | |
| Knight Transportation | 0.3 | $899k | 27k | 33.67 | |
| Kate Spade & Co | 0.3 | $847k | 27k | 32.00 | |
| Upland Software (UPLD) | 0.3 | $717k | 75k | 9.56 | |
| Inphi Corporation | 0.2 | $643k | 35k | 18.47 | |
| Covenant Transportation (CVLG) | 0.2 | $542k | 20k | 27.10 |
