MindShare Capital Management as of March 31, 2013
Portfolio Holdings for MindShare Capital Management
MindShare Capital Management holds 70 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| PDF Solutions (PDFS) | 3.0 | $1.3M | 79k | 16.02 | |
| Tearlab Corp | 2.9 | $1.2M | 177k | 6.90 | |
| Uni-Pixel | 2.8 | $1.2M | 39k | 30.65 | |
| Winnebago Industries (WGO) | 2.6 | $1.1M | 53k | 20.65 | |
| Meru Networks | 2.6 | $1.1M | 161k | 6.75 | |
| Dyax | 2.6 | $1.1M | 246k | 4.36 | |
| Spectranetics Corporation | 2.5 | $1.1M | 57k | 18.53 | |
| Mueller Water Products (MWA) | 2.4 | $1.0M | 170k | 5.93 | |
| American Apparel | 2.4 | $986k | 455k | 2.17 | |
| Akorn | 2.2 | $944k | 68k | 13.83 | |
| SeaChange International | 2.2 | $942k | 79k | 11.89 | |
| USG Corporation | 2.2 | $922k | 35k | 26.43 | |
| Ikanos Communications | 2.1 | $884k | 442k | 2.00 | |
| Streamline Health Solutions (STRM) | 2.0 | $859k | 133k | 6.45 | |
| Trinity Biotech | 2.0 | $853k | 51k | 16.87 | |
| Methode Electronics (MEI) | 2.0 | $836k | 65k | 12.89 | |
| Headwaters Incorporated | 2.0 | $834k | 77k | 10.91 | |
| Arbor Realty Trust (ABR) | 1.9 | $818k | 104k | 7.84 | |
| Builders FirstSource (BLDR) | 1.9 | $810k | 138k | 5.86 | |
| MedAssets | 1.9 | $806k | 42k | 19.24 | |
| Emcore Corp (EMKR) | 1.9 | $798k | 137k | 5.82 | |
| Radian (RDN) | 1.9 | $785k | 73k | 10.70 | |
| MEMC Electronic Materials | 1.7 | $707k | 161k | 4.40 | |
| IDT Corporation (IDT) | 1.7 | $708k | 59k | 12.06 | |
| Market Leader | 1.5 | $615k | 69k | 8.96 | |
| BioScrip | 1.4 | $591k | 47k | 12.70 | |
| Consumer Portfolio Services (CPSS) | 1.4 | $587k | 50k | 11.70 | |
| Aspen Technology | 1.4 | $574k | 18k | 32.30 | |
| Acadia Healthcare (ACHC) | 1.4 | $576k | 20k | 29.39 | |
| Lithia Motors (LAD) | 1.3 | $564k | 12k | 47.50 | |
| On Assignment | 1.3 | $545k | 22k | 25.29 | |
| Cutera (CUTR) | 1.3 | $537k | 41k | 13.01 | |
| Cedar Fair (FUN) | 1.2 | $523k | 13k | 39.80 | |
| PowerSecure International | 1.2 | $526k | 41k | 12.70 | |
| MGIC Investment (MTG) | 1.2 | $517k | 104k | 4.95 | |
| Novadaq Technologies | 1.2 | $515k | 52k | 9.92 | |
| 8x8 (EGHT) | 1.2 | $511k | 75k | 6.84 | |
| Icad (ICAD) | 1.2 | $505k | 101k | 4.99 | |
| Republic Airways Holdings | 1.2 | $495k | 43k | 11.53 | |
| Huron Consulting (HURN) | 1.1 | $482k | 12k | 40.33 | |
| Inphi Corporation | 1.1 | $480k | 46k | 10.45 | |
| NeoGenomics (NEO) | 1.1 | $479k | 122k | 3.93 | |
| Quidel Corporation | 1.1 | $474k | 20k | 23.77 | |
| CalAmp | 1.1 | $474k | 43k | 10.96 | |
| University General Health Syst | 1.1 | $476k | 780k | 0.61 | |
| Ban (TBBK) | 1.1 | $465k | 34k | 13.84 | |
| Cray | 1.1 | $465k | 20k | 23.23 | |
| Christopher & Banks Corporation (CBKCQ) | 1.1 | $462k | 72k | 6.43 | |
| Joe's Jeans | 1.1 | $462k | 272k | 1.70 | |
| InterNAP Network Services | 1.1 | $452k | 48k | 9.35 | |
| Education Realty Trust | 1.1 | $451k | 43k | 10.53 | |
| Farmer Brothers (FARM) | 1.1 | $446k | 30k | 14.71 | |
| Alon USA Energy | 1.0 | $435k | 23k | 19.07 | |
| ReachLocal | 1.0 | $437k | 29k | 14.97 | |
| Cadence Design Systems (CDNS) | 1.0 | $428k | 31k | 13.95 | |
| Icg Group | 1.0 | $428k | 34k | 12.49 | |
| Franklin Covey (FC) | 1.0 | $415k | 29k | 14.52 | |
| Servicenow (NOW) | 1.0 | $417k | 12k | 36.23 | |
| Wabash National Corporation (WNC) | 0.9 | $400k | 39k | 10.17 | |
| Albany Molecular Research | 0.9 | $397k | 38k | 10.50 | |
| Grand Canyon Education (LOPE) | 0.9 | $389k | 15k | 25.40 | |
| ZipRealty | 0.9 | $385k | 106k | 3.65 | |
| eGain Communications Corporation (EGAN) | 0.8 | $344k | 40k | 8.66 | |
| Amarin Corporation (AMRN) | 0.6 | $249k | 34k | 7.40 | |
| Mattersight Corp | 0.6 | $242k | 56k | 4.29 | |
| Cryoport | 0.2 | $95k | 184k | 0.52 | |
| Cyanotech (CYAN) | 0.2 | $79k | 18k | 4.47 | |
| Transgenomic | 0.2 | $74k | 191k | 0.39 | |
| diaDexus | 0.1 | $20k | 33k | 0.60 | |
| Adolor Corporation Cpr | 0.0 | $0 | 159k | 0.00 |
