Timpani Capital Management as of Sept. 30, 2016
Portfolio Holdings for Timpani Capital Management
Timpani Capital Management holds 84 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dycom Industries (DY) | 3.0 | $7.5M | 92k | 81.78 | |
| Ligand Pharmaceuticals In (LGND) | 2.9 | $7.3M | 72k | 102.07 | |
| Tree (TREE) | 2.9 | $7.3M | 75k | 96.91 | |
| Nevro (NVRO) | 2.6 | $6.5M | 62k | 104.40 | |
| Gigamon | 2.5 | $6.3M | 116k | 54.80 | |
| Five9 (FIVN) | 2.5 | $6.2M | 395k | 15.68 | |
| Ceva (CEVA) | 2.3 | $5.8M | 166k | 35.07 | |
| Penumbra (PEN) | 2.2 | $5.7M | 75k | 75.99 | |
| Heska Corporation | 2.2 | $5.5M | 100k | 54.43 | |
| Lumentum Hldgs (LITE) | 2.1 | $5.4M | 129k | 41.77 | |
| MasTec (MTZ) | 2.1 | $5.4M | 180k | 29.74 | |
| NuVasive | 2.1 | $5.3M | 79k | 66.66 | |
| CommVault Systems (CVLT) | 2.1 | $5.2M | 98k | 53.13 | |
| Coherent | 2.0 | $5.1M | 46k | 110.55 | |
| Shopify Inc cl a (SHOP) | 2.0 | $5.1M | 119k | 42.92 | |
| Fabrinet (FN) | 2.0 | $5.0M | 112k | 44.59 | |
| Quanta Services (PWR) | 1.9 | $4.7M | 169k | 27.99 | |
| Children's Place Retail Stores (PLCE) | 1.9 | $4.7M | 59k | 79.87 | |
| Neophotonics Corp | 1.8 | $4.5M | 275k | 16.34 | |
| Tyler Technologies (TYL) | 1.8 | $4.5M | 26k | 171.22 | |
| Orbotech Ltd Com Stk | 1.7 | $4.4M | 148k | 29.61 | |
| Inogen (INGN) | 1.7 | $4.3M | 72k | 59.91 | |
| Vail Resorts (MTN) | 1.6 | $4.1M | 26k | 156.87 | |
| Lgi Homes (LGIH) | 1.6 | $3.9M | 107k | 36.84 | |
| Nautilus (BFXXQ) | 1.5 | $3.8M | 169k | 22.72 | |
| Gtt Communications | 1.5 | $3.8M | 162k | 23.53 | |
| Abiomed | 1.5 | $3.7M | 29k | 128.56 | |
| TransDigm Group Incorporated (TDG) | 1.5 | $3.7M | 13k | 289.12 | |
| LogMeIn | 1.4 | $3.6M | 40k | 90.38 | |
| Cynosure | 1.4 | $3.6M | 71k | 50.94 | |
| Varonis Sys (VRNS) | 1.4 | $3.6M | 120k | 30.10 | |
| Advanced Energy Industries (AEIS) | 1.4 | $3.4M | 72k | 47.33 | |
| John Bean Technologies Corporation (JBT) | 1.4 | $3.4M | 48k | 70.56 | |
| Stamps | 1.3 | $3.3M | 35k | 94.50 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 1.2 | $3.1M | 118k | 26.21 | |
| Granite Construction (GVA) | 1.2 | $3.0M | 61k | 49.74 | |
| Five Below (FIVE) | 1.2 | $2.9M | 72k | 40.29 | |
| ICU Medical, Incorporated (ICUI) | 1.1 | $2.8M | 22k | 126.38 | |
| Century Communities (CCS) | 1.1 | $2.8M | 131k | 21.51 | |
| Nv5 Holding (NVEE) | 1.1 | $2.8M | 86k | 32.31 | |
| Carbonite | 1.1 | $2.7M | 176k | 15.36 | |
| Glaukos (GKOS) | 1.1 | $2.6M | 70k | 37.74 | |
| Euronet Worldwide (EEFT) | 1.0 | $2.6M | 32k | 81.83 | |
| Paycom Software (PAYC) | 1.0 | $2.6M | 52k | 50.14 | |
| Amedisys (AMED) | 0.9 | $2.3M | 48k | 47.43 | |
| RealPage | 0.9 | $2.3M | 89k | 25.70 | |
| Pra Health Sciences | 0.9 | $2.2M | 40k | 56.51 | |
| USA Technologies | 0.8 | $2.1M | 380k | 5.60 | |
| Boingo Wireless | 0.8 | $2.1M | 209k | 10.28 | |
| Supernus Pharmaceuticals (SUPN) | 0.8 | $2.1M | 86k | 24.73 | |
| Air Transport Services (ATSG) | 0.8 | $2.1M | 143k | 14.35 | |
| NeoGenomics (NEO) | 0.8 | $2.0M | 246k | 8.22 | |
| Ellie Mae | 0.8 | $2.0M | 19k | 105.27 | |
| BroadSoft | 0.8 | $2.0M | 42k | 46.56 | |
| CoStar (CSGP) | 0.8 | $1.9M | 8.7k | 216.53 | |
| Radcom (RDCM) | 0.7 | $1.7M | 86k | 20.42 | |
| Planet Fitness Inc-cl A (PLNT) | 0.7 | $1.7M | 84k | 20.07 | |
| Q2 Holdings (QTWO) | 0.7 | $1.7M | 58k | 28.67 | |
| Beacon Roofing Supply (BECN) | 0.6 | $1.5M | 36k | 42.08 | |
| American Woodmark Corporation (AMWD) | 0.6 | $1.5M | 19k | 80.57 | |
| Primo Water Corporation | 0.6 | $1.5M | 124k | 12.13 | |
| Autobytel | 0.6 | $1.5M | 85k | 17.80 | |
| Axogen (AXGN) | 0.6 | $1.5M | 166k | 9.03 | |
| A10 Networks (ATEN) | 0.6 | $1.5M | 139k | 10.69 | |
| Quotient Technology | 0.6 | $1.4M | 106k | 13.31 | |
| HEICO Corporation (HEI) | 0.5 | $1.3M | 19k | 69.20 | |
| Biotelemetry | 0.5 | $1.3M | 71k | 18.57 | |
| Pool Corporation (POOL) | 0.5 | $1.3M | 14k | 94.53 | |
| Installed Bldg Prods (IBP) | 0.5 | $1.2M | 34k | 35.88 | |
| Dipexium Pharmaceuticals | 0.5 | $1.2M | 82k | 14.50 | |
| Synergy Pharmaceuticals | 0.4 | $1.1M | 200k | 5.51 | |
| KEYW Holding | 0.4 | $1.1M | 97k | 11.04 | |
| Mcbc Holdings | 0.4 | $1.0M | 90k | 11.40 | |
| Benefitfocus | 0.4 | $1.0M | 26k | 39.92 | |
| Knight Transportation | 0.4 | $991k | 35k | 28.69 | |
| Chegg (CHGG) | 0.4 | $982k | 139k | 7.09 | |
| TreeHouse Foods (THS) | 0.4 | $923k | 11k | 87.19 | |
| U.s. Concrete Inc Cmn | 0.4 | $905k | 20k | 46.07 | |
| Evolent Health (EVH) | 0.3 | $885k | 36k | 24.63 | |
| Bazaarvoice | 0.3 | $828k | 140k | 5.91 | |
| Alarm Com Hldgs (ALRM) | 0.3 | $842k | 29k | 28.86 | |
| Horizon Pharma | 0.3 | $797k | 44k | 18.13 | |
| Boot Barn Hldgs (BOOT) | 0.3 | $815k | 72k | 11.38 | |
| Headwaters Incorporated | 0.3 | $770k | 46k | 16.92 |
