Credo Capital Management as of Dec. 31, 2012
Portfolio Holdings for Credo Capital Management
Credo Capital Management holds 121 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Manitowoc Company | 2.0 | $7.5M | 477k | 15.68 | |
| Rackspace Hosting | 1.9 | $7.5M | 101k | 74.27 | |
| Chart Industries (GTLS) | 1.8 | $6.8M | 103k | 66.67 | |
| T. Rowe Price (TROW) | 1.8 | $6.8M | 104k | 65.13 | |
| Eastman Chemical Company (EMN) | 1.7 | $6.6M | 98k | 68.05 | |
| Trimble Navigation (TRMB) | 1.7 | $6.5M | 108k | 59.78 | |
| F5 Networks (FFIV) | 1.6 | $6.2M | 64k | 97.15 | |
| Oceaneering International (OII) | 1.6 | $6.0M | 112k | 53.79 | |
| Whole Foods Market | 1.6 | $5.9M | 65k | 91.33 | |
| Dollar General (DG) | 1.5 | $5.9M | 133k | 44.09 | |
| Cabot Oil & Gas Corporation (CTRA) | 1.5 | $5.8M | 117k | 49.74 | |
| Equinix | 1.5 | $5.8M | 28k | 206.20 | |
| Nordstrom (JWN) | 1.5 | $5.7M | 107k | 53.50 | |
| Airgas | 1.5 | $5.7M | 62k | 91.29 | |
| Catamaran | 1.5 | $5.7M | 121k | 47.11 | |
| Family Dollar Stores | 1.5 | $5.7M | 89k | 63.41 | |
| NVR (NVR) | 1.5 | $5.6M | 6.0k | 920.02 | |
| Ashland | 1.5 | $5.6M | 70k | 80.40 | |
| Alliance Data Systems Corporation (BFH) | 1.4 | $5.5M | 38k | 144.77 | |
| Watson Pharmaceuticals | 1.4 | $5.5M | 64k | 86.01 | |
| Cree | 1.4 | $5.4M | 159k | 33.98 | |
| Lululemon Athletica (LULU) | 1.4 | $5.4M | 71k | 76.22 | |
| Illumina (ILMN) | 1.4 | $5.3M | 96k | 55.59 | |
| LKQ Corporation (LKQ) | 1.4 | $5.2M | 245k | 21.10 | |
| Quanta Services (PWR) | 1.4 | $5.2M | 189k | 27.29 | |
| Pvh Corporation (PVH) | 1.4 | $5.1M | 46k | 111.01 | |
| Marsh & McLennan Companies (MMC) | 1.3 | $5.1M | 147k | 34.47 | |
| Digital Realty Trust (DLR) | 1.3 | $5.1M | 74k | 67.89 | |
| Robert Half International (RHI) | 1.3 | $5.0M | 158k | 31.82 | |
| Edwards Lifesciences (EW) | 1.3 | $5.0M | 55k | 90.17 | |
| Cabela's Incorporated | 1.3 | $4.9M | 118k | 41.75 | |
| PetSmart | 1.2 | $4.8M | 70k | 68.34 | |
| Chipotle Mexican Grill (CMG) | 1.2 | $4.8M | 16k | 297.44 | |
| Dick's Sporting Goods (DKS) | 1.2 | $4.7M | 103k | 45.49 | |
| Cerner Corporation | 1.2 | $4.6M | 59k | 77.64 | |
| WESCO International (WCC) | 1.2 | $4.6M | 69k | 67.42 | |
| Packaging Corporation of America (PKG) | 1.2 | $4.5M | 117k | 38.47 | |
| TreeHouse Foods (THS) | 1.2 | $4.5M | 86k | 52.13 | |
| Fiserv (FI) | 1.1 | $4.4M | 56k | 79.02 | |
| MasTec (MTZ) | 1.1 | $4.3M | 172k | 24.93 | |
| Hologic (HOLX) | 1.1 | $4.2M | 210k | 20.03 | |
| Coach | 1.1 | $4.2M | 75k | 55.51 | |
| Tractor Supply Company (TSCO) | 1.1 | $4.0M | 46k | 88.37 | |
| Trinity Industries (TRN) | 1.1 | $4.0M | 112k | 35.82 | |
| Nuance Communications | 1.0 | $3.8M | 168k | 22.32 | |
| Salix Pharmaceuticals | 1.0 | $3.7M | 92k | 40.48 | |
| Church & Dwight (CHD) | 1.0 | $3.7M | 69k | 53.56 | |
| Ihs | 1.0 | $3.7M | 38k | 95.99 | |
| Tiffany & Co. | 0.9 | $3.6M | 62k | 57.34 | |
| American Campus Communities | 0.9 | $3.5M | 76k | 46.13 | |
| Fortinet (FTNT) | 0.9 | $3.5M | 166k | 21.07 | |
| Continental Resources | 0.9 | $3.4M | 47k | 73.50 | |
| VeriFone Systems | 0.9 | $3.3M | 111k | 29.68 | |
| SPX Corporation | 0.8 | $3.2M | 46k | 70.15 | |
| Parametric Technology | 0.8 | $3.1M | 137k | 22.51 | |
| Coca-cola Enterprises | 0.8 | $3.0M | 96k | 31.73 | |
| Fossil | 0.8 | $2.9M | 32k | 93.10 | |
| Autodesk (ADSK) | 0.8 | $2.9M | 82k | 35.35 | |
| Juniper Networks (JNPR) | 0.8 | $2.9M | 147k | 19.67 | |
| Under Armour (UAA) | 0.7 | $2.6M | 54k | 48.53 | |
| Wright Express (WEX) | 0.6 | $2.4M | 31k | 75.38 | |
| NetScout Systems (NTCT) | 0.6 | $2.3M | 88k | 25.99 | |
| Belden (BDC) | 0.6 | $2.2M | 48k | 45.00 | |
| Akorn | 0.6 | $2.1M | 159k | 13.36 | |
| DuPont Fabros Technology | 0.6 | $2.1M | 89k | 24.16 | |
| Insulet Corporation (PODD) | 0.6 | $2.1M | 100k | 21.22 | |
| Ultimate Software | 0.5 | $2.1M | 22k | 94.43 | |
| CoreSite Realty | 0.5 | $2.1M | 74k | 27.66 | |
| Interface (TILE) | 0.5 | $2.1M | 128k | 16.07 | |
| Ultratech | 0.5 | $2.0M | 53k | 37.30 | |
| Reliance Steel & Aluminum (RS) | 0.5 | $1.9M | 31k | 62.11 | |
| Elizabeth Arden | 0.5 | $1.9M | 42k | 45.02 | |
| EnerSys (ENS) | 0.5 | $1.8M | 49k | 37.63 | |
| Life Time Fitness | 0.5 | $1.8M | 37k | 49.21 | |
| Littelfuse (LFUS) | 0.5 | $1.8M | 29k | 61.72 | |
| Gulfport Energy Corporation | 0.5 | $1.8M | 47k | 38.23 | |
| Koppers Holdings (KOP) | 0.5 | $1.8M | 48k | 38.14 | |
| Computer Programs & Systems (TBRG) | 0.4 | $1.7M | 33k | 50.33 | |
| Monotype Imaging Holdings | 0.4 | $1.6M | 103k | 15.98 | |
| Medidata Solutions | 0.4 | $1.6M | 42k | 39.19 | |
| Forward Air Corporation (FWRD) | 0.4 | $1.6M | 46k | 35.02 | |
| Helix Energy Solutions (HLX) | 0.4 | $1.6M | 78k | 20.64 | |
| Cepheid | 0.4 | $1.6M | 47k | 33.87 | |
| Cogent Communications (CCOI) | 0.4 | $1.6M | 69k | 22.65 | |
| athenahealth | 0.4 | $1.6M | 21k | 73.27 | |
| Advisory Board Company | 0.4 | $1.6M | 34k | 46.80 | |
| Zumiez (ZUMZ) | 0.4 | $1.6M | 81k | 19.41 | |
| Volcano Corporation | 0.4 | $1.6M | 66k | 23.61 | |
| Rue21 | 0.4 | $1.6M | 55k | 28.39 | |
| Susser Holdings Corporation | 0.4 | $1.5M | 45k | 34.49 | |
| Echo Global Logistics | 0.4 | $1.5M | 85k | 17.97 | |
| Cavium | 0.4 | $1.5M | 49k | 31.22 | |
| Evercore Partners (EVR) | 0.4 | $1.5M | 50k | 30.18 | |
| Carrizo Oil & Gas | 0.4 | $1.5M | 70k | 20.92 | |
| IPC The Hospitalist Company | 0.4 | $1.4M | 36k | 39.70 | |
| Lufkin Industries | 0.4 | $1.5M | 25k | 58.12 | |
| RealD | 0.4 | $1.4M | 125k | 11.21 | |
| RBC Bearings Incorporated (RBC) | 0.4 | $1.4M | 27k | 50.08 | |
| Acacia Research Corporation (ACTG) | 0.4 | $1.4M | 53k | 25.65 | |
| Black Diamond | 0.4 | $1.4M | 169k | 8.20 | |
| Globe Specialty Metals | 0.3 | $1.3M | 94k | 13.75 | |
| Marten Transport (MRTN) | 0.3 | $1.3M | 70k | 18.39 | |
| Conceptus | 0.3 | $1.3M | 61k | 21.01 | |
| Greenway Medical Technology | 0.3 | $1.3M | 83k | 15.36 | |
| InterMune | 0.3 | $1.2M | 128k | 9.69 | |
| Hibbett Sports (HIBB) | 0.3 | $1.2M | 23k | 52.71 | |
| Pegasystems (PEGA) | 0.3 | $1.2M | 54k | 22.68 | |
| Modine Manufacturing (MOD) | 0.3 | $1.2M | 146k | 8.13 | |
| True Religion Apparel | 0.3 | $1.2M | 47k | 25.43 | |
| Optimer Pharmaceuticals | 0.3 | $1.2M | 132k | 9.05 | |
| Guidewire Software (GWRE) | 0.3 | $1.2M | 40k | 29.72 | |
| Sourcefire | 0.3 | $1.2M | 25k | 47.23 | |
| Annie's | 0.3 | $1.1M | 32k | 33.44 | |
| Chico's FAS | 0.3 | $1.0M | 56k | 18.45 | |
| Steven Madden (SHOO) | 0.3 | $1.0M | 25k | 42.27 | |
| Cardtronics | 0.3 | $1.0M | 43k | 23.74 | |
| Luminex Corporation | 0.3 | $1000k | 60k | 16.80 | |
| Five Below (FIVE) | 0.3 | $976k | 31k | 32.05 | |
| Genomic Health | 0.2 | $959k | 35k | 27.25 | |
| DTS | 0.2 | $910k | 55k | 16.71 | |
| Interactive Intelligence Group | 0.2 | $743k | 22k | 33.54 |
