Timpani Capital Management as of March 31, 2018
Portfolio Holdings for Timpani Capital Management
Timpani Capital Management holds 95 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Chegg (CHGG) | 3.2 | $9.1M | 440k | 20.66 | |
| Varonis Sys (VRNS) | 2.9 | $8.3M | 136k | 60.50 | |
| RealPage | 2.6 | $7.4M | 144k | 51.50 | |
| Green Dot Corporation (GDOT) | 2.5 | $7.1M | 111k | 64.16 | |
| Old Dominion Freight Line (ODFL) | 2.3 | $6.7M | 46k | 146.97 | |
| Tree (TREE) | 2.3 | $6.7M | 20k | 328.13 | |
| Grand Canyon Education (LOPE) | 2.3 | $6.6M | 63k | 104.93 | |
| Five9 (FIVN) | 2.1 | $6.0M | 200k | 29.79 | |
| Ringcentral (RNG) | 1.9 | $5.6M | 88k | 63.50 | |
| Mimecast | 1.9 | $5.4M | 153k | 35.43 | |
| Knight Swift Transn Hldgs (KNX) | 1.9 | $5.4M | 118k | 46.01 | |
| WNS | 1.9 | $5.3M | 117k | 45.33 | |
| Merit Medical Systems (MMSI) | 1.8 | $5.1M | 113k | 45.35 | |
| Apptio Inc cl a | 1.8 | $5.1M | 179k | 28.34 | |
| Ingevity (NGVT) | 1.8 | $5.0M | 68k | 73.69 | |
| Planet Fitness Inc-cl A (PLNT) | 1.7 | $4.8M | 128k | 37.77 | |
| Children's Place Retail Stores (PLCE) | 1.7 | $4.8M | 35k | 135.25 | |
| Floor & Decor Hldgs Inc cl a (FND) | 1.6 | $4.6M | 88k | 52.12 | |
| Tactile Systems Technology, In (TCMD) | 1.6 | $4.5M | 143k | 31.80 | |
| Boingo Wireless | 1.6 | $4.5M | 181k | 24.77 | |
| USA Technologies | 1.5 | $4.2M | 470k | 9.00 | |
| 2u (TWOU) | 1.5 | $4.2M | 50k | 84.04 | |
| Gtt Communications | 1.5 | $4.2M | 74k | 56.70 | |
| Bottomline Technologies | 1.4 | $4.1M | 107k | 38.75 | |
| Corcept Therapeutics Incorporated (CORT) | 1.4 | $4.0M | 245k | 16.45 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 1.4 | $4.0M | 66k | 60.29 | |
| Inogen (INGN) | 1.4 | $3.9M | 32k | 122.85 | |
| Penumbra (PEN) | 1.4 | $3.9M | 33k | 115.65 | |
| Saia (SAIA) | 1.3 | $3.8M | 50k | 75.16 | |
| Ligand Pharmaceuticals In (LGND) | 1.3 | $3.7M | 22k | 165.16 | |
| AMN Healthcare Services (AMN) | 1.3 | $3.7M | 64k | 56.75 | |
| Instructure | 1.3 | $3.6M | 86k | 42.14 | |
| Alkermes (ALKS) | 1.2 | $3.4M | 59k | 57.97 | |
| Pra Health Sciences | 1.2 | $3.4M | 41k | 82.96 | |
| Shotspotter (SSTI) | 1.2 | $3.4M | 129k | 26.50 | |
| Everbridge, Inc. Cmn (EVBG) | 1.1 | $3.2M | 88k | 36.60 | |
| Central Garden & Pet (CENT) | 1.1 | $3.2M | 75k | 43.00 | |
| PGT | 1.1 | $3.1M | 168k | 18.65 | |
| Century Communities (CCS) | 1.0 | $3.0M | 99k | 29.95 | |
| Nutanix Inc cl a (NTNX) | 1.0 | $2.9M | 60k | 49.11 | |
| HEICO Corporation (HEI) | 1.0 | $2.9M | 33k | 86.80 | |
| Nice Systems (NICE) | 1.0 | $2.8M | 30k | 93.94 | |
| Carbonite | 1.0 | $2.7M | 95k | 28.80 | |
| Interxion Holding | 0.9 | $2.7M | 44k | 62.11 | |
| Spartan Motors | 0.9 | $2.7M | 157k | 17.20 | |
| Diodes Incorporated (DIOD) | 0.9 | $2.7M | 88k | 30.46 | |
| Orbotech Ltd Com Stk | 0.9 | $2.7M | 43k | 62.17 | |
| MasTec (MTZ) | 0.9 | $2.6M | 56k | 47.05 | |
| Supernus Pharmaceuticals (SUPN) | 0.9 | $2.6M | 58k | 45.81 | |
| Axogen (AXGN) | 0.9 | $2.5M | 69k | 36.50 | |
| Nevro (NVRO) | 0.8 | $2.4M | 27k | 86.68 | |
| Skechers USA (SKX) | 0.8 | $2.4M | 61k | 38.90 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 0.8 | $2.3M | 70k | 33.42 | |
| Square Inc cl a (SQ) | 0.8 | $2.3M | 47k | 49.20 | |
| Addus Homecare Corp (ADUS) | 0.8 | $2.3M | 47k | 48.65 | |
| Siteone Landscape Supply (SITE) | 0.8 | $2.3M | 29k | 77.04 | |
| Installed Bldg Prods (IBP) | 0.8 | $2.2M | 37k | 60.04 | |
| Air Transport Services (ATSG) | 0.8 | $2.2M | 93k | 23.32 | |
| Lpl Financial Holdings (LPLA) | 0.8 | $2.2M | 36k | 61.07 | |
| Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.7 | $2.1M | 83k | 25.54 | |
| Blackline (BL) | 0.7 | $2.1M | 54k | 39.21 | |
| John Bean Technologies Corporation (JBT) | 0.7 | $2.1M | 18k | 113.39 | |
| Vericel (VCEL) | 0.7 | $2.1M | 210k | 9.95 | |
| Halozyme Therapeutics (HALO) | 0.7 | $2.0M | 104k | 19.59 | |
| Triumph Ban (TFIN) | 0.7 | $2.0M | 49k | 41.21 | |
| Preferred Bank, Los Angeles (PFBC) | 0.7 | $1.9M | 30k | 64.19 | |
| Meritor | 0.7 | $1.9M | 91k | 20.56 | |
| Nv5 Holding (NVEE) | 0.6 | $1.8M | 33k | 55.74 | |
| Blucora | 0.6 | $1.6M | 66k | 24.60 | |
| Teladoc (TDOC) | 0.6 | $1.6M | 40k | 40.30 | |
| Schneider National Inc cl b (SNDR) | 0.6 | $1.6M | 63k | 26.06 | |
| Builders FirstSource (BLDR) | 0.6 | $1.6M | 79k | 19.84 | |
| Carter's (CRI) | 0.5 | $1.5M | 14k | 104.07 | |
| Wingstop (WING) | 0.5 | $1.5M | 32k | 47.23 | |
| Adesto Technologies | 0.5 | $1.5M | 197k | 7.40 | |
| Coupa Software | 0.5 | $1.5M | 32k | 45.63 | |
| NOVA MEASURING Instruments L (NVMI) | 0.5 | $1.4M | 53k | 27.14 | |
| Noodles & Co (NDLS) | 0.5 | $1.4M | 180k | 7.55 | |
| Solaris Oilfield Infrstr (SOI) | 0.5 | $1.3M | 80k | 16.56 | |
| MSC Industrial Direct (MSM) | 0.4 | $1.2M | 13k | 91.73 | |
| Petiq (PETQ) | 0.4 | $1.1M | 42k | 26.60 | |
| TechTarget (TTGT) | 0.4 | $1.1M | 53k | 19.87 | |
| Magnachip Semiconductor Corp (MX) | 0.3 | $962k | 100k | 9.60 | |
| Asure Software (ASUR) | 0.3 | $937k | 77k | 12.24 | |
| Aquantia Corp | 0.3 | $958k | 61k | 15.70 | |
| Titan Machinery (TITN) | 0.3 | $907k | 39k | 23.57 | |
| RBC Bearings Incorporated (RBC) | 0.3 | $891k | 7.2k | 124.23 | |
| At Home Group | 0.3 | $863k | 27k | 32.02 | |
| Keane | 0.3 | $838k | 57k | 14.79 | |
| Neurocrine Biosciences (NBIX) | 0.3 | $809k | 9.8k | 82.90 | |
| Candj Energy Svcs | 0.3 | $801k | 31k | 25.82 | |
| Boot Barn Hldgs (BOOT) | 0.2 | $604k | 34k | 17.73 | |
| Tabula Rasa Healthcare | 0.1 | $431k | 11k | 38.81 | |
| Neos Therapeutics | 0.1 | $403k | 49k | 8.30 | |
| New Age Beverages | 0.1 | $389k | 161k | 2.42 |
