Timpani Capital Management as of June 30, 2017
Portfolio Holdings for Timpani Capital Management
Timpani Capital Management holds 94 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Varonis Sys (VRNS) | 2.5 | $6.7M | 181k | 37.20 | |
| Five9 (FIVN) | 2.4 | $6.5M | 300k | 21.52 | |
| Chegg (CHGG) | 2.2 | $5.9M | 478k | 12.29 | |
| MasTec (MTZ) | 2.0 | $5.5M | 122k | 45.15 | |
| Biotelemetry | 2.0 | $5.3M | 158k | 33.45 | |
| Green Dot Corporation (GDOT) | 1.9 | $5.3M | 137k | 38.53 | |
| Tree (TREE) | 1.9 | $5.2M | 30k | 172.20 | |
| Amedisys (AMED) | 1.8 | $4.9M | 78k | 62.81 | |
| Carbonite | 1.8 | $4.9M | 225k | 21.80 | |
| Grand Canyon Education (LOPE) | 1.8 | $4.8M | 61k | 78.41 | |
| Evolent Health (EVH) | 1.8 | $4.8M | 189k | 25.35 | |
| Lumentum Hldgs (LITE) | 1.8 | $4.8M | 84k | 57.04 | |
| Inogen (INGN) | 1.8 | $4.7M | 50k | 95.41 | |
| 2u | 1.8 | $4.7M | 101k | 46.92 | |
| Ringcentral (RNG) | 1.7 | $4.6M | 125k | 36.55 | |
| U.s. Concrete Inc Cmn | 1.7 | $4.5M | 58k | 78.55 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 1.7 | $4.5M | 107k | 42.60 | |
| Summit Matls Inc cl a (SUM) | 1.7 | $4.5M | 156k | 28.87 | |
| Merit Medical Systems (MMSI) | 1.6 | $4.3M | 113k | 38.15 | |
| Heska Corporation | 1.6 | $4.3M | 42k | 102.07 | |
| Supernus Pharmaceuticals (SUPN) | 1.6 | $4.3M | 101k | 43.10 | |
| Tactile Systems Technology, In (TCMD) | 1.6 | $4.3M | 150k | 28.58 | |
| Dave & Buster's Entertainmnt (PLAY) | 1.6 | $4.2M | 64k | 66.51 | |
| Old Dominion Freight Line (ODFL) | 1.5 | $4.2M | 44k | 95.24 | |
| RealPage | 1.5 | $4.1M | 114k | 35.95 | |
| Ligand Pharmaceuticals In (LGND) | 1.4 | $3.8M | 31k | 121.40 | |
| Pra Health Sciences | 1.4 | $3.8M | 51k | 75.02 | |
| Cardiovascular Systems | 1.4 | $3.8M | 116k | 32.23 | |
| Dycom Industries (DY) | 1.4 | $3.7M | 41k | 89.52 | |
| Addus Homecare Corp (ADUS) | 1.4 | $3.7M | 98k | 37.20 | |
| HEALTH INSURANCE Common equity Innovations shares | 1.4 | $3.7M | 156k | 23.50 | |
| John Bean Technologies Corporation | 1.4 | $3.6M | 37k | 98.01 | |
| TTM Technologies (TTMI) | 1.3 | $3.6M | 207k | 17.36 | |
| Planet Fitness Inc-cl A (PLNT) | 1.3 | $3.5M | 150k | 23.34 | |
| Pacira Pharmaceuticals (PCRX) | 1.3 | $3.5M | 73k | 47.71 | |
| Penumbra (PEN) | 1.3 | $3.5M | 39k | 87.76 | |
| Coherent | 1.2 | $3.3M | 15k | 225.02 | |
| Veeva Sys Inc cl a (VEEV) | 1.2 | $3.3M | 54k | 61.30 | |
| Boingo Wireless | 1.1 | $2.9M | 191k | 14.96 | |
| Nv5 Holding (NVEE) | 1.1 | $2.8M | 67k | 42.50 | |
| Kornit Digital (KRNT) | 1.0 | $2.8M | 144k | 19.35 | |
| Alarm Com Hldgs (ALRM) | 1.0 | $2.8M | 74k | 37.63 | |
| Advanced Energy Industries (AEIS) | 1.0 | $2.7M | 42k | 64.69 | |
| Knight Transportation | 1.0 | $2.7M | 74k | 37.05 | |
| Axogen (AXGN) | 1.0 | $2.7M | 160k | 16.75 | |
| Century Communities (CCS) | 1.0 | $2.6M | 106k | 24.80 | |
| Gtt Communications | 1.0 | $2.6M | 82k | 31.65 | |
| Square Inc cl a (SQ) | 1.0 | $2.6M | 110k | 23.46 | |
| Accelr8 Technology | 0.9 | $2.5M | 93k | 27.35 | |
| Hortonworks | 0.9 | $2.5M | 197k | 12.88 | |
| Air Transport Services (ATSG) | 0.9 | $2.4M | 108k | 21.78 | |
| Children's Place Retail Stores (PLCE) | 0.9 | $2.3M | 23k | 102.09 | |
| RBC Bearings Incorporated (RBC) | 0.8 | $2.2M | 22k | 101.78 | |
| Ceva (CEVA) | 0.8 | $2.1M | 46k | 45.46 | |
| Asure Software (ASUR) | 0.8 | $2.1M | 143k | 14.61 | |
| Wingstop (WING) | 0.8 | $2.1M | 67k | 30.90 | |
| Rudolph Technologies | 0.8 | $2.0M | 89k | 22.86 | |
| Visteon Corporation (VC) | 0.8 | $2.1M | 20k | 102.06 | |
| Stamps | 0.8 | $2.0M | 13k | 154.88 | |
| Fox Factory Hldg (FOXF) | 0.8 | $2.0M | 57k | 35.60 | |
| Grubhub | 0.7 | $2.0M | 46k | 43.59 | |
| Q2 Holdings (QTWO) | 0.7 | $2.0M | 53k | 36.96 | |
| Omnicell (OMCL) | 0.7 | $1.9M | 45k | 43.10 | |
| LogMeIn | 0.7 | $2.0M | 19k | 104.49 | |
| Bmc Stk Hldgs | 0.7 | $1.9M | 89k | 21.85 | |
| Vocera Communications | 0.7 | $1.9M | 72k | 26.42 | |
| Installed Bldg Prods (IBP) | 0.7 | $1.9M | 36k | 52.95 | |
| Radcom (RDCM) | 0.7 | $1.8M | 93k | 19.35 | |
| Nutanix Inc cl a (NTNX) | 0.7 | $1.8M | 88k | 20.15 | |
| Teligent | 0.6 | $1.7M | 185k | 9.15 | |
| Freshpet (FRPT) | 0.6 | $1.7M | 100k | 16.60 | |
| Euronet Worldwide (EEFT) | 0.6 | $1.7M | 19k | 87.38 | |
| New Age Beverages | 0.6 | $1.6M | 309k | 5.13 | |
| FormFactor (FORM) | 0.6 | $1.5M | 124k | 12.40 | |
| Corcept Therapeutics Incorporated (CORT) | 0.6 | $1.5M | 126k | 11.80 | |
| iRobot Corporation (IRBT) | 0.5 | $1.5M | 17k | 84.12 | |
| Central Garden & Pet (CENT) | 0.5 | $1.4M | 43k | 31.80 | |
| NutriSystem | 0.5 | $1.3M | 26k | 52.04 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 0.5 | $1.3M | 67k | 19.75 | |
| Kennametal (KMT) | 0.5 | $1.2M | 33k | 37.42 | |
| WNS | 0.5 | $1.2M | 36k | 34.36 | |
| Rogers Corporation (ROG) | 0.5 | $1.2M | 11k | 108.66 | |
| Eagle Pharmaceuticals (EGRX) | 0.4 | $1.2M | 15k | 78.89 | |
| Western Alliance Bancorporation (WAL) | 0.4 | $1.2M | 24k | 49.20 | |
| Saia (SAIA) | 0.4 | $1.1M | 22k | 51.29 | |
| Energizer Holdings (ENR) | 0.4 | $1.1M | 22k | 48.04 | |
| Everbridge, Inc. Cmn (EVBG) | 0.3 | $955k | 39k | 24.36 | |
| Mercury Computer Systems (MRCY) | 0.3 | $898k | 21k | 42.08 | |
| RPC (RES) | 0.3 | $882k | 44k | 20.20 | |
| Shotspotter (SSTI) | 0.3 | $885k | 69k | 12.79 | |
| Orbotech Ltd Com Stk | 0.3 | $822k | 25k | 32.62 | |
| Primo Water Corporation | 0.3 | $834k | 66k | 12.70 | |
| Blackline (BL) | 0.3 | $807k | 23k | 35.73 | |
| Ichor Holdings (ICHR) | 0.2 | $682k | 34k | 20.15 |
