Timpani Capital Management as of March 31, 2017
Portfolio Holdings for Timpani Capital Management
Timpani Capital Management holds 95 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coherent | 3.0 | $7.6M | 37k | 205.63 | |
| Tree (TREE) | 2.3 | $5.8M | 46k | 125.34 | |
| Lumentum Hldgs (LITE) | 2.3 | $5.8M | 109k | 53.35 | |
| Heska Corporation | 2.3 | $5.6M | 54k | 104.98 | |
| Stamps | 2.2 | $5.4M | 46k | 118.35 | |
| Five9 (FIVN) | 2.2 | $5.4M | 331k | 16.46 | |
| Inogen (INGN) | 2.0 | $5.0M | 65k | 77.57 | |
| Carbonite | 2.0 | $4.9M | 243k | 20.30 | |
| NutriSystem | 1.9 | $4.7M | 85k | 55.50 | |
| MasTec (MTZ) | 1.9 | $4.7M | 118k | 40.05 | |
| Dycom Industries (DY) | 1.9 | $4.7M | 51k | 92.95 | |
| NuVasive | 1.8 | $4.6M | 61k | 74.68 | |
| Varonis Sys (VRNS) | 1.8 | $4.5M | 143k | 31.80 | |
| Advanced Energy Industries (AEIS) | 1.8 | $4.5M | 66k | 68.56 | |
| Grand Canyon Education (LOPE) | 1.8 | $4.4M | 62k | 71.62 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 1.7 | $4.3M | 128k | 33.50 | |
| Quanta Services (PWR) | 1.7 | $4.3M | 116k | 37.11 | |
| RealPage | 1.7 | $4.1M | 119k | 34.90 | |
| Pra Health Sciences | 1.6 | $4.0M | 61k | 65.24 | |
| Wix (WIX) | 1.6 | $3.9M | 58k | 67.90 | |
| John Bean Technologies Corporation (JBT) | 1.6 | $3.9M | 44k | 87.95 | |
| Glaukos (GKOS) | 1.5 | $3.8M | 74k | 51.30 | |
| Texas Capital Bancshares (TCBI) | 1.5 | $3.8M | 45k | 83.45 | |
| Western Alliance Bancorporation (WAL) | 1.5 | $3.8M | 77k | 49.08 | |
| Summit Matls Inc cl a (SUM) | 1.4 | $3.6M | 146k | 24.71 | |
| Evolent Health (EVH) | 1.4 | $3.6M | 161k | 22.30 | |
| Ceva (CEVA) | 1.4 | $3.5M | 98k | 35.50 | |
| Dave & Buster's Entertainmnt (PLAY) | 1.4 | $3.4M | 55k | 61.08 | |
| Penumbra (PEN) | 1.3 | $3.3M | 40k | 83.45 | |
| Panera Bread Company | 1.3 | $3.3M | 13k | 261.85 | |
| Supernus Pharmaceuticals (SUPN) | 1.3 | $3.2M | 101k | 31.30 | |
| Children's Place Retail Stores (PLCE) | 1.3 | $3.1M | 26k | 120.05 | |
| Shopify Inc cl a (SHOP) | 1.3 | $3.1M | 46k | 68.08 | |
| Nv5 Holding (NVEE) | 1.2 | $3.0M | 79k | 37.60 | |
| Green Dot Corporation (GDOT) | 1.2 | $2.9M | 88k | 33.36 | |
| Air Transport Services (ATSG) | 1.2 | $2.9M | 182k | 16.05 | |
| Veeva Sys Inc cl a (VEEV) | 1.1 | $2.8M | 55k | 51.28 | |
| Orbotech Ltd Com Stk | 1.1 | $2.8M | 86k | 32.25 | |
| Old Dominion Freight Line (ODFL) | 1.1 | $2.7M | 32k | 85.58 | |
| Century Communities (CCS) | 1.1 | $2.7M | 108k | 25.40 | |
| Chegg (CHGG) | 1.1 | $2.7M | 320k | 8.44 | |
| Cotiviti Hldgs | 1.1 | $2.7M | 65k | 41.63 | |
| Cardiovascular Systems | 1.1 | $2.7M | 94k | 28.28 | |
| Biotelemetry | 1.0 | $2.6M | 90k | 28.95 | |
| Primo Water Corporation | 1.0 | $2.6M | 189k | 13.58 | |
| Lance | 1.0 | $2.5M | 62k | 40.30 | |
| Radcom (RDCM) | 1.0 | $2.4M | 110k | 21.50 | |
| Nevro (NVRO) | 0.9 | $2.3M | 25k | 93.69 | |
| Q2 Holdings (QTWO) | 0.9 | $2.3M | 66k | 34.86 | |
| Wright Medical Group Nv | 0.9 | $2.2M | 70k | 31.13 | |
| Boingo Wireless | 0.9 | $2.2M | 166k | 12.99 | |
| 2u (TWOU) | 0.8 | $2.1M | 53k | 39.65 | |
| iRobot Corporation (IRBT) | 0.8 | $2.1M | 31k | 66.15 | |
| Mercury Computer Systems (MRCY) | 0.8 | $2.0M | 52k | 39.06 | |
| Gtt Communications | 0.8 | $2.0M | 83k | 24.35 | |
| TTM Technologies (TTMI) | 0.8 | $2.0M | 125k | 16.13 | |
| Kornit Digital (KRNT) | 0.8 | $2.0M | 103k | 19.10 | |
| Vocera Communications | 0.8 | $1.9M | 78k | 24.83 | |
| Square Inc cl a (SQ) | 0.8 | $1.9M | 112k | 17.28 | |
| Ringcentral (RNG) | 0.8 | $1.9M | 68k | 28.30 | |
| Patrick Industries (PATK) | 0.8 | $1.9M | 27k | 70.91 | |
| RBC Bearings Incorporated (RBC) | 0.7 | $1.8M | 19k | 97.09 | |
| Matador Resources (MTDR) | 0.7 | $1.8M | 76k | 23.79 | |
| Axogen (AXGN) | 0.7 | $1.8M | 171k | 10.45 | |
| RPC (RES) | 0.7 | $1.7M | 94k | 18.31 | |
| Central Garden & Pet (CENT) | 0.7 | $1.7M | 45k | 37.07 | |
| Planet Fitness Inc-cl A (PLNT) | 0.7 | $1.6M | 85k | 19.27 | |
| Ligand Pharmaceuticals In (LGND) | 0.6 | $1.6M | 15k | 105.85 | |
| U.s. Concrete Inc Cmn | 0.6 | $1.6M | 25k | 64.57 | |
| OSI Systems (OSIS) | 0.6 | $1.5M | 20k | 73.01 | |
| Alarm Com Hldgs (ALRM) | 0.6 | $1.4M | 47k | 30.74 | |
| Oclaro | 0.6 | $1.4M | 141k | 9.82 | |
| Visteon Corporation (VC) | 0.5 | $1.3M | 14k | 97.93 | |
| Kennametal (KMT) | 0.5 | $1.3M | 33k | 39.23 | |
| Clovis Oncology | 0.5 | $1.2M | 19k | 63.67 | |
| Tutor Perini Corporation (TPC) | 0.5 | $1.2M | 37k | 31.80 | |
| Fabrinet (FN) | 0.5 | $1.2M | 28k | 42.03 | |
| Viavi Solutions Inc equities (VIAV) | 0.4 | $1.1M | 101k | 10.72 | |
| Fox Factory Hldg (FOXF) | 0.4 | $1.1M | 38k | 28.70 | |
| LogMeIn | 0.4 | $1.0M | 11k | 97.47 | |
| Axcelis Technologies (ACLS) | 0.4 | $976k | 52k | 18.80 | |
| Atkore Intl (ATKR) | 0.4 | $976k | 37k | 26.28 | |
| Blackline (BL) | 0.4 | $905k | 30k | 29.77 | |
| New Age Beverages | 0.4 | $887k | 215k | 4.13 | |
| Cytokinetics (CYTK) | 0.3 | $868k | 68k | 12.85 | |
| Bojangles | 0.3 | $820k | 40k | 20.50 | |
| Polar Pwr (POLA) | 0.3 | $768k | 93k | 8.30 | |
| Foundation Building Materials | 0.3 | $758k | 48k | 15.97 | |
| Rudolph Technologies | 0.3 | $748k | 33k | 22.39 | |
| Addus Homecare Corp (ADUS) | 0.3 | $740k | 23k | 32.01 | |
| Knight Transportation | 0.3 | $691k | 22k | 31.34 | |
| Bankrate | 0.3 | $649k | 67k | 9.65 | |
| Hortonworks | 0.2 | $619k | 63k | 9.81 | |
| Asure Software (ASUR) | 0.2 | $603k | 59k | 10.29 | |
| Duluth Holdings (DLTH) | 0.2 | $516k | 24k | 21.31 |
