Credo Capital Management as of June 30, 2012
Portfolio Holdings for Credo Capital Management
Credo Capital Management holds 111 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TreeHouse Foods (THS) | 2.3 | $13M | 204k | 62.29 | |
| Buffalo Wild Wings | 2.0 | $11M | 127k | 86.64 | |
| Chipotle Mexican Grill (CMG) | 1.9 | $11M | 29k | 379.94 | |
| Chart Industries (GTLS) | 1.9 | $11M | 154k | 68.76 | |
| Edwards Lifesciences (EW) | 1.9 | $10M | 101k | 103.30 | |
| Ihs | 1.9 | $10M | 96k | 107.73 | |
| LKQ Corporation (LKQ) | 1.8 | $10M | 303k | 33.40 | |
| Cerner Corporation | 1.8 | $9.8M | 119k | 82.66 | |
| Western Union Company (WU) | 1.7 | $9.6M | 571k | 16.84 | |
| Nuance Communications | 1.7 | $9.6M | 403k | 23.82 | |
| Herbalife Ltd Com Stk (HLF) | 1.7 | $9.5M | 197k | 48.33 | |
| Stifel Financial (SF) | 1.6 | $9.1M | 294k | 30.90 | |
| Autodesk (ADSK) | 1.6 | $8.8M | 252k | 34.99 | |
| Fiserv (FI) | 1.6 | $8.8M | 122k | 72.22 | |
| Robert Half International (RHI) | 1.6 | $8.7M | 306k | 28.57 | |
| Dick's Sporting Goods (DKS) | 1.5 | $8.5M | 178k | 48.00 | |
| Digital Realty Trust (DLR) | 1.5 | $8.5M | 113k | 75.07 | |
| Legg Mason | 1.5 | $8.5M | 321k | 26.37 | |
| Watson Pharmaceuticals | 1.5 | $8.4M | 114k | 73.99 | |
| Manitowoc Company | 1.5 | $8.3M | 712k | 11.70 | |
| WESCO International (WCC) | 1.5 | $8.3M | 144k | 57.55 | |
| Quanta Services (PWR) | 1.5 | $8.2M | 340k | 24.07 | |
| PetSmart | 1.4 | $8.1M | 119k | 68.18 | |
| Under Armour (UAA) | 1.4 | $8.0M | 85k | 94.48 | |
| Oceaneering International (OII) | 1.4 | $7.9M | 166k | 47.86 | |
| Oil States International (OIS) | 1.4 | $7.8M | 118k | 66.20 | |
| Salix Pharmaceuticals | 1.4 | $7.7M | 142k | 54.44 | |
| Tractor Supply Company (TSCO) | 1.4 | $7.6M | 92k | 83.06 | |
| Valmont Industries (VMI) | 1.3 | $7.4M | 62k | 120.97 | |
| Trimble Navigation (TRMB) | 1.3 | $7.3M | 160k | 46.01 | |
| Tiffany & Co. | 1.3 | $7.3M | 139k | 52.95 | |
| Equinix | 1.3 | $7.3M | 42k | 175.66 | |
| Fossil | 1.3 | $7.3M | 95k | 76.54 | |
| F5 Networks (FFIV) | 1.3 | $7.3M | 73k | 99.56 | |
| Ashland | 1.3 | $7.1M | 103k | 69.31 | |
| Parametric Technology | 1.2 | $7.0M | 333k | 20.96 | |
| Rovi Corporation | 1.2 | $7.0M | 354k | 19.62 | |
| Pvh Corporation (PVH) | 1.2 | $6.9M | 89k | 77.79 | |
| Catalyst Health Solutions | 1.2 | $6.9M | 73k | 93.44 | |
| Vera Bradley (VRA) | 1.2 | $6.9M | 327k | 21.08 | |
| Trinity Industries (TRN) | 1.2 | $6.8M | 271k | 24.98 | |
| Reliance Steel & Aluminum (RS) | 1.2 | $6.7M | 133k | 50.50 | |
| VeriFone Systems | 1.2 | $6.7M | 201k | 33.09 | |
| Rackspace Hosting | 1.2 | $6.6M | 150k | 43.94 | |
| Illumina (ILMN) | 1.1 | $6.2M | 153k | 40.39 | |
| SPX Corporation | 1.1 | $6.2M | 94k | 65.32 | |
| Deckers Outdoor Corporation (DECK) | 1.1 | $6.2M | 140k | 44.01 | |
| Timken Company (TKR) | 1.1 | $5.9M | 129k | 45.79 | |
| Cree | 1.0 | $5.6M | 219k | 25.67 | |
| Dresser-Rand | 1.0 | $5.6M | 127k | 44.54 | |
| Lululemon Athletica (LULU) | 1.0 | $5.5M | 93k | 59.63 | |
| Airgas | 0.9 | $4.8M | 57k | 84.01 | |
| Omnicare | 0.7 | $4.2M | 133k | 31.23 | |
| DuPont Fabros Technology | 0.7 | $3.8M | 134k | 28.56 | |
| Akorn | 0.7 | $3.8M | 241k | 15.77 | |
| Casey's General Stores (CASY) | 0.6 | $3.6M | 60k | 59.00 | |
| IPC The Hospitalist Company | 0.6 | $3.2M | 71k | 45.32 | |
| Belden (BDC) | 0.6 | $3.3M | 98k | 33.35 | |
| Insulet Corporation (PODD) | 0.6 | $3.2M | 151k | 21.37 | |
| Optimer Pharmaceuticals | 0.6 | $3.1M | 200k | 15.52 | |
| Ultimate Software | 0.5 | $3.0M | 33k | 89.12 | |
| Wright Express Corporation | 0.5 | $2.9M | 48k | 61.71 | |
| Computer Programs & Systems (TBRG) | 0.5 | $2.9M | 51k | 57.22 | |
| CoreSite Realty | 0.5 | $2.9M | 113k | 25.82 | |
| NetScout Systems (NTCT) | 0.5 | $2.9M | 133k | 21.59 | |
| RealD | 0.5 | $2.8M | 189k | 14.96 | |
| Elizabeth Arden | 0.5 | $2.8M | 72k | 38.81 | |
| Cavium | 0.5 | $2.8M | 101k | 28.00 | |
| Pegasystems (PEGA) | 0.5 | $2.7M | 81k | 32.98 | |
| Zumiez (ZUMZ) | 0.5 | $2.7M | 67k | 39.61 | |
| Monotype Imaging Holdings | 0.5 | $2.6M | 155k | 16.77 | |
| Volcano Corporation | 0.5 | $2.6M | 92k | 28.65 | |
| Interface (TILE) | 0.5 | $2.6M | 194k | 13.63 | |
| EnerSys (ENS) | 0.5 | $2.6M | 74k | 35.07 | |
| Acacia Research Corporation (ACTG) | 0.5 | $2.6M | 69k | 37.25 | |
| Rue21 | 0.5 | $2.6M | 102k | 25.24 | |
| Ultratech | 0.5 | $2.5M | 80k | 31.50 | |
| Carrizo Oil & Gas | 0.5 | $2.5M | 106k | 23.51 | |
| Advisory Board Company | 0.5 | $2.5M | 51k | 49.59 | |
| Littelfuse (LFUS) | 0.4 | $2.5M | 44k | 56.89 | |
| Gulfport Energy Corporation | 0.4 | $2.5M | 120k | 20.63 | |
| Koppers Holdings (KOP) | 0.4 | $2.4M | 72k | 34.01 | |
| RBC Bearings Incorporated (RBC) | 0.4 | $2.5M | 52k | 47.30 | |
| Power Integrations (POWI) | 0.4 | $2.4M | 65k | 37.31 | |
| OPNET Technologies | 0.4 | $2.4M | 89k | 26.60 | |
| Cepheid | 0.4 | $2.3M | 52k | 44.75 | |
| InterMune | 0.4 | $2.3M | 194k | 11.95 | |
| Marten Transport (MRTN) | 0.4 | $2.3M | 107k | 21.26 | |
| Life Time Fitness | 0.4 | $2.3M | 49k | 46.52 | |
| Forward Air Corporation (FWRD) | 0.4 | $2.2M | 70k | 32.27 | |
| Luminex Corporation | 0.4 | $2.2M | 90k | 24.49 | |
| DTS | 0.4 | $2.2M | 83k | 26.07 | |
| Arbitron | 0.4 | $2.0M | 59k | 35.00 | |
| True Religion Apparel | 0.4 | $2.1M | 71k | 28.98 | |
| athenahealth | 0.4 | $2.0M | 26k | 79.18 | |
| Monro Muffler Brake (MNRO) | 0.4 | $2.1M | 62k | 33.23 | |
| Lufkin Industries | 0.4 | $2.1M | 38k | 54.32 | |
| Medidata Solutions | 0.4 | $2.1M | 63k | 32.66 | |
| Cogent Communications (CCOI) | 0.4 | $2.0M | 105k | 19.25 | |
| Helix Energy Solutions (HLX) | 0.3 | $1.9M | 118k | 16.41 | |
| Globe Specialty Metals | 0.3 | $1.9M | 143k | 13.43 | |
| Sourcefire | 0.3 | $1.9M | 37k | 51.39 | |
| Coherent | 0.3 | $1.8M | 42k | 43.29 | |
| Par Pharmaceutical Companies | 0.3 | $1.8M | 51k | 36.15 | |
| Evercore Partners (EVR) | 0.3 | $1.8M | 76k | 23.40 | |
| Genomic Health | 0.3 | $1.8M | 53k | 33.41 | |
| Bravo Brio Restaurant | 0.3 | $1.8M | 101k | 17.83 | |
| Nordstrom (JWN) | 0.3 | $1.5M | 31k | 49.69 | |
| Modine Manufacturing (MOD) | 0.3 | $1.5M | 222k | 6.93 | |
| Pioneer Drilling Company | 0.2 | $1.2M | 154k | 7.97 | |
| Peet's Coffee & Tea | 0.2 | $1.1M | 19k | 60.05 |
