Timpani Capital Management as of June 30, 2016
Portfolio Holdings for Timpani Capital Management
Timpani Capital Management holds 97 positions in its portfolio as reported in the June 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dycom Industries (DY) | 3.8 | $9.0M | 100k | 89.76 | |
| Ligand Pharmaceuticals In (LGND) | 3.4 | $8.0M | 68k | 119.27 | |
| U.s. Concrete Inc Cmn | 2.8 | $6.6M | 108k | 60.91 | |
| CoStar (CSGP) | 2.6 | $6.1M | 28k | 218.68 | |
| Tyler Technologies (TYL) | 2.6 | $6.1M | 36k | 166.70 | |
| Ultimate Software | 2.4 | $5.7M | 27k | 210.27 | |
| Tree (TREE) | 2.3 | $5.5M | 62k | 88.33 | |
| Gigamon | 2.1 | $4.9M | 132k | 37.39 | |
| Amedisys (AMED) | 1.9 | $4.5M | 88k | 50.48 | |
| CommVault Systems (CVLT) | 1.9 | $4.4M | 102k | 43.19 | |
| Ceva (CEVA) | 1.8 | $4.2M | 154k | 27.17 | |
| Fabrinet (FN) | 1.8 | $4.2M | 112k | 37.12 | |
| Euronet Worldwide (EEFT) | 1.8 | $4.1M | 60k | 69.19 | |
| Nautilus (BFXXQ) | 1.8 | $4.1M | 232k | 17.84 | |
| Adeptus Health Inc-class A | 1.7 | $4.0M | 78k | 51.66 | |
| TreeHouse Foods (THS) | 1.7 | $4.0M | 39k | 102.65 | |
| LogMeIn | 1.7 | $4.0M | 62k | 63.43 | |
| Tile Shop Hldgs (TTSH) | 1.6 | $3.7M | 188k | 19.88 | |
| Vail Resorts (MTN) | 1.5 | $3.6M | 26k | 138.25 | |
| BroadSoft | 1.5 | $3.5M | 84k | 41.03 | |
| Heska Corporation | 1.5 | $3.4M | 93k | 37.17 | |
| Summit Matls Inc cl a (SUM) | 1.5 | $3.4M | 168k | 20.46 | |
| TransDigm Group Incorporated (TDG) | 1.4 | $3.3M | 13k | 263.72 | |
| Children's Place Retail Stores (PLCE) | 1.4 | $3.3M | 41k | 80.19 | |
| Five9 (FIVN) | 1.4 | $3.3M | 277k | 11.90 | |
| Cantel Medical | 1.4 | $3.3M | 48k | 68.74 | |
| AMN Healthcare Services (AMN) | 1.4 | $3.2M | 81k | 39.97 | |
| Abiomed | 1.3 | $3.1M | 29k | 109.28 | |
| Cross Country Healthcare (CCRN) | 1.2 | $3.0M | 212k | 13.92 | |
| Lgi Homes (LGIH) | 1.2 | $2.9M | 92k | 31.94 | |
| Cynosure | 1.2 | $2.9M | 59k | 48.65 | |
| Tubemogul | 1.2 | $2.9M | 240k | 11.90 | |
| MasTec (MTZ) | 1.1 | $2.7M | 121k | 22.32 | |
| Headwaters Incorporated | 1.1 | $2.7M | 151k | 17.94 | |
| Skechers USA (SKX) | 1.1 | $2.7M | 90k | 29.73 | |
| Chuys Hldgs (CHUY) | 1.1 | $2.6M | 76k | 34.60 | |
| Gtt Communications | 1.1 | $2.6M | 143k | 18.48 | |
| Nevro (NVRO) | 1.1 | $2.6M | 35k | 73.77 | |
| NuVasive | 1.1 | $2.5M | 43k | 59.71 | |
| Stamps | 1.1 | $2.5M | 29k | 87.41 | |
| ICU Medical, Incorporated (ICUI) | 1.1 | $2.5M | 22k | 112.74 | |
| Penumbra (PEN) | 1.0 | $2.3M | 39k | 59.50 | |
| Paycom Software (PAYC) | 0.9 | $2.2M | 52k | 43.21 | |
| Orbotech Ltd Com Stk | 0.9 | $2.2M | 87k | 25.55 | |
| Cambrex Corporation | 0.9 | $2.2M | 42k | 51.72 | |
| Q2 Holdings (QTWO) | 0.9 | $2.1M | 77k | 28.02 | |
| Nv5 Holding (NVEE) | 0.9 | $2.1M | 75k | 28.44 | |
| Lumentum Hldgs (LITE) | 0.9 | $2.1M | 88k | 24.20 | |
| Granite Construction (GVA) | 0.9 | $2.1M | 46k | 45.54 | |
| Neophotonics Corp | 0.8 | $2.0M | 207k | 9.53 | |
| Coherent | 0.8 | $1.9M | 21k | 91.80 | |
| Darling International (DAR) | 0.8 | $1.8M | 124k | 14.90 | |
| Beacon Roofing Supply (BECN) | 0.8 | $1.8M | 40k | 45.48 | |
| USA Technologies | 0.8 | $1.8M | 428k | 4.27 | |
| Interxion Holding | 0.7 | $1.7M | 47k | 36.89 | |
| Boingo Wireless | 0.7 | $1.7M | 193k | 8.92 | |
| Perficient (PRFT) | 0.7 | $1.7M | 83k | 20.31 | |
| NeoGenomics (NEO) | 0.7 | $1.7M | 209k | 8.04 | |
| Iradimed (IRMD) | 0.7 | $1.6M | 75k | 21.77 | |
| Sonic Corporation | 0.7 | $1.6M | 59k | 27.05 | |
| PFSweb | 0.7 | $1.6M | 169k | 9.50 | |
| Century Communities (CCS) | 0.7 | $1.6M | 92k | 17.34 | |
| Motorcar Parts of America (MPAA) | 0.7 | $1.6M | 57k | 27.18 | |
| HEICO Corporation (HEI) | 0.6 | $1.5M | 23k | 66.80 | |
| Benefitfocus | 0.6 | $1.5M | 39k | 38.12 | |
| John Bean Technologies Corporation | 0.6 | $1.4M | 24k | 61.22 | |
| Quanex Building Products Corporation (NX) | 0.6 | $1.3M | 71k | 18.59 | |
| Pool Corporation (POOL) | 0.6 | $1.3M | 14k | 94.00 | |
| American Woodmark Corporation (AMWD) | 0.5 | $1.2M | 19k | 66.41 | |
| Autobytel | 0.5 | $1.2M | 90k | 13.87 | |
| Rubicon Proj | 0.5 | $1.2M | 91k | 13.65 | |
| Installed Bldg Prods (IBP) | 0.5 | $1.2M | 34k | 36.29 | |
| Air Methods Corporation | 0.5 | $1.2M | 34k | 35.84 | |
| Biotelemetry | 0.5 | $1.2M | 71k | 16.30 | |
| Mistras (MG) | 0.5 | $1.1M | 48k | 23.87 | |
| Echo Global Logistics | 0.5 | $1.1M | 48k | 22.43 | |
| J Global (ZD) | 0.4 | $989k | 16k | 63.16 | |
| Apigee | 0.4 | $1.0M | 82k | 12.22 | |
| Proofpoint | 0.4 | $970k | 15k | 63.06 | |
| Aceto Corporation | 0.4 | $949k | 43k | 21.88 | |
| Zoe's Kitchen | 0.4 | $941k | 26k | 36.27 | |
| Knight Transportation | 0.4 | $924k | 35k | 26.57 | |
| Five Below (FIVE) | 0.3 | $816k | 18k | 46.42 | |
| Ensign (ENSG) | 0.3 | $779k | 37k | 21.02 | |
| Red Lion Hotels Corporation | 0.3 | $785k | 108k | 7.26 | |
| Cui Global | 0.3 | $783k | 155k | 5.05 | |
| KEYW Holding | 0.3 | $763k | 77k | 9.94 | |
| M/a (MTSI) | 0.3 | $745k | 23k | 32.99 | |
| Shopify Inc cl a (SHOP) | 0.3 | $750k | 24k | 30.77 | |
| Imperva | 0.3 | $733k | 17k | 42.99 | |
| Lithia Motors (LAD) | 0.3 | $708k | 10k | 71.07 | |
| LeMaitre Vascular (LMAT) | 0.3 | $705k | 49k | 14.27 | |
| Dipexium Pharmaceuticals | 0.3 | $635k | 64k | 9.90 | |
| Mcbc Holdings | 0.3 | $637k | 58k | 11.05 | |
| Primo Water Corporation | 0.3 | $622k | 53k | 11.81 | |
| Varonis Sys (VRNS) | 0.2 | $493k | 21k | 24.03 | |
| Planet Payment | 0.2 | $462k | 103k | 4.49 |
