Timpani Capital Management as of Dec. 31, 2017
Portfolio Holdings for Timpani Capital Management
Timpani Capital Management holds 99 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Merit Medical Systems (MMSI) | 2.6 | $7.2M | 167k | 43.20 | |
| Chegg (CHGG) | 2.6 | $7.2M | 442k | 16.32 | |
| Tree (TREE) | 2.5 | $7.0M | 21k | 340.46 | |
| Green Dot Corporation (GDOT) | 2.4 | $6.7M | 111k | 60.26 | |
| Varonis Sys (VRNS) | 2.4 | $6.7M | 137k | 48.55 | |
| Old Dominion Freight Line (ODFL) | 2.2 | $6.0M | 46k | 131.54 | |
| RealPage | 2.1 | $5.9M | 134k | 44.30 | |
| Planet Fitness Inc-cl A (PLNT) | 2.1 | $5.8M | 168k | 34.63 | |
| Knight Swift Transn Hldgs (KNX) | 2.1 | $5.8M | 134k | 43.72 | |
| Installed Bldg Prods (IBP) | 2.0 | $5.6M | 74k | 75.95 | |
| Pra Health Sciences | 1.9 | $5.4M | 59k | 91.06 | |
| Five9 (FIVN) | 1.9 | $5.1M | 206k | 24.88 | |
| Saia (SAIA) | 1.8 | $4.9M | 70k | 70.75 | |
| Children's Place Retail Stores (PLCE) | 1.7 | $4.7M | 32k | 145.37 | |
| MasTec (MTZ) | 1.7 | $4.6M | 95k | 48.95 | |
| Grand Canyon Education (LOPE) | 1.6 | $4.6M | 51k | 89.54 | |
| Ringcentral (RNG) | 1.5 | $4.3M | 88k | 48.40 | |
| USA Technologies | 1.5 | $4.2M | 433k | 9.75 | |
| Tactile Systems Technology, In (TCMD) | 1.5 | $4.2M | 144k | 28.98 | |
| Boingo Wireless | 1.5 | $4.1M | 182k | 22.50 | |
| Mimecast | 1.5 | $4.1M | 143k | 28.67 | |
| Omnicell (OMCL) | 1.5 | $4.0M | 83k | 48.50 | |
| Visteon Corporation (VC) | 1.3 | $3.6M | 29k | 125.15 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 1.3 | $3.6M | 67k | 53.25 | |
| WNS | 1.2 | $3.5M | 87k | 40.13 | |
| Ingevity (NGVT) | 1.2 | $3.5M | 49k | 70.47 | |
| Quanta Services (PWR) | 1.2 | $3.4M | 86k | 39.11 | |
| Rogers Corporation (ROG) | 1.2 | $3.3M | 21k | 161.94 | |
| Alkermes (ALKS) | 1.2 | $3.3M | 60k | 54.73 | |
| Carbonite | 1.2 | $3.3M | 132k | 25.10 | |
| Bmc Stk Hldgs | 1.2 | $3.3M | 130k | 25.30 | |
| Central Garden & Pet (CENT) | 1.2 | $3.3M | 84k | 38.92 | |
| 2u | 1.2 | $3.3M | 51k | 64.52 | |
| LogMeIn | 1.2 | $3.2M | 28k | 114.48 | |
| Penumbra (PEN) | 1.1 | $3.2M | 34k | 94.10 | |
| Halozyme Therapeutics (HALO) | 1.1 | $3.1M | 155k | 20.26 | |
| Diodes Incorporated (DIOD) | 1.1 | $3.1M | 109k | 28.67 | |
| Ligand Pharmaceuticals In (LGND) | 1.1 | $3.1M | 22k | 136.91 | |
| Inogen (INGN) | 1.1 | $3.1M | 26k | 119.08 | |
| Axogen (AXGN) | 1.1 | $3.0M | 107k | 28.30 | |
| Corcept Therapeutics Incorporated (CORT) | 1.1 | $2.9M | 163k | 18.06 | |
| Zagg | 1.0 | $2.8M | 154k | 18.45 | |
| John Bean Technologies Corporation | 1.0 | $2.8M | 26k | 110.82 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 1.0 | $2.7M | 86k | 31.56 | |
| Coherent | 0.9 | $2.6M | 9.4k | 282.19 | |
| Nutanix Inc cl a (NTNX) | 0.9 | $2.6M | 75k | 35.28 | |
| Summit Matls Inc cl a (SUM) | 0.9 | $2.6M | 83k | 31.44 | |
| Triton International | 0.9 | $2.6M | 70k | 37.45 | |
| Nv5 Holding (NVEE) | 0.9 | $2.5M | 47k | 54.15 | |
| Apptio Inc cl a | 0.9 | $2.5M | 107k | 23.52 | |
| Builders FirstSource (BLDR) | 0.9 | $2.4M | 112k | 21.79 | |
| Gtt Communications | 0.9 | $2.4M | 52k | 46.96 | |
| Orbotech Ltd Com Stk | 0.8 | $2.3M | 46k | 50.24 | |
| Meritor | 0.8 | $2.3M | 97k | 23.46 | |
| Siteone Landscape Supply (SITE) | 0.8 | $2.3M | 30k | 76.69 | |
| Everbridge, Inc. Cmn (EVBG) | 0.8 | $2.2M | 75k | 29.73 | |
| Advanced Energy Industries (AEIS) | 0.8 | $2.2M | 32k | 67.48 | |
| Air Transport Services (ATSG) | 0.8 | $2.2M | 93k | 23.14 | |
| Spartan Motors | 0.8 | $2.1M | 133k | 15.75 | |
| Addus Homecare Corp (ADUS) | 0.7 | $2.0M | 58k | 34.80 | |
| Floor & Decor Hldgs Inc cl a (FND) | 0.7 | $2.0M | 42k | 48.69 | |
| Fox Factory Hldg (FOXF) | 0.7 | $2.0M | 51k | 38.85 | |
| Asure Software (ASUR) | 0.7 | $1.8M | 131k | 14.12 | |
| RBC Bearings Incorporated (RBC) | 0.7 | $1.8M | 14k | 126.40 | |
| Schneider National Inc cl b (SNDR) | 0.7 | $1.8M | 63k | 28.56 | |
| Preferred Bank, Los Angeles (PFBC) | 0.6 | $1.8M | 30k | 58.78 | |
| Supernus Pharmaceuticals (SUPN) | 0.6 | $1.8M | 45k | 39.84 | |
| Wingstop (WING) | 0.6 | $1.8M | 46k | 38.98 | |
| Blackline (BL) | 0.6 | $1.8M | 54k | 32.79 | |
| Skechers USA (SKX) | 0.6 | $1.7M | 46k | 37.85 | |
| Tivity Health | 0.6 | $1.7M | 47k | 36.55 | |
| Mercury Computer Systems (MRCY) | 0.6 | $1.7M | 33k | 51.36 | |
| Vocera Communications | 0.6 | $1.7M | 56k | 30.22 | |
| Ceva (CEVA) | 0.6 | $1.7M | 36k | 46.15 | |
| Square Inc cl a (SQ) | 0.6 | $1.6M | 47k | 34.66 | |
| Lpl Financial Holdings (LPLA) | 0.6 | $1.6M | 27k | 57.14 | |
| PGT | 0.5 | $1.5M | 87k | 16.85 | |
| Radcom (RDCM) | 0.5 | $1.5M | 75k | 19.85 | |
| Shotspotter (SSTI) | 0.5 | $1.3M | 96k | 14.05 | |
| Freshpet (FRPT) | 0.5 | $1.3M | 68k | 18.96 | |
| Alarm Com Hldgs (ALRM) | 0.5 | $1.3M | 33k | 37.76 | |
| Century Communities (CCS) | 0.4 | $1.2M | 40k | 31.10 | |
| Groupon | 0.4 | $1.2M | 233k | 5.10 | |
| Q2 Holdings (QTWO) | 0.4 | $1.2M | 32k | 36.86 | |
| U.s. Concrete Inc Cmn | 0.4 | $1.1M | 14k | 83.67 | |
| Candj Energy Svcs | 0.4 | $1.1M | 34k | 33.48 | |
| MSC Industrial Direct (MSM) | 0.4 | $1.1M | 11k | 96.67 | |
| Adesto Technologies | 0.4 | $1.0M | 160k | 6.45 | |
| Magnachip Semiconductor Corp (MX) | 0.4 | $1.0M | 101k | 9.95 | |
| Michael Kors Holdings | 0.4 | $1000k | 16k | 62.96 | |
| Coupa Software | 0.4 | $999k | 32k | 31.22 | |
| NutriSystem | 0.3 | $868k | 17k | 52.62 | |
| HEICO Corporation (HEI) | 0.3 | $829k | 8.8k | 94.39 | |
| Neos Therapeutics | 0.3 | $813k | 80k | 10.20 | |
| Instructure | 0.3 | $800k | 24k | 33.09 | |
| Guess? (GES) | 0.3 | $785k | 47k | 16.88 | |
| Heska Corporation | 0.2 | $576k | 7.2k | 80.21 | |
| Solaris Oilfield Infrstr (SEI) | 0.2 | $434k | 20k | 21.40 | |
| New Age Beverages | 0.1 | $223k | 103k | 2.17 |
