Timpani Capital Management as of Sept. 30, 2018
Portfolio Holdings for Timpani Capital Management
Timpani Capital Management holds 99 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Green Dot Corporation (GDOT) | 3.1 | $11M | 122k | 88.82 | |
| Merit Medical Systems (MMSI) | 2.8 | $9.8M | 159k | 61.45 | |
| Ingevity (NGVT) | 2.8 | $9.7M | 95k | 101.88 | |
| Inogen (INGN) | 2.7 | $9.4M | 38k | 244.12 | |
| RealPage | 2.6 | $9.1M | 138k | 65.90 | |
| Shotspotter (SSTI) | 2.5 | $8.7M | 142k | 61.29 | |
| LHC | 2.4 | $8.4M | 81k | 102.99 | |
| Tactile Systems Technology, In (TCMD) | 2.3 | $7.9M | 111k | 71.05 | |
| Ringcentral (RNG) | 2.2 | $7.8M | 84k | 93.05 | |
| Varonis Sys (VRNS) | 2.1 | $7.5M | 102k | 73.25 | |
| Bottomline Technologies | 2.1 | $7.4M | 102k | 72.71 | |
| Ligand Pharmaceuticals In (LGND) | 2.1 | $7.2M | 26k | 274.49 | |
| Five9 (FIVN) | 2.0 | $7.1M | 163k | 43.69 | |
| Boot Barn Hldgs (BOOT) | 2.0 | $6.8M | 240k | 28.41 | |
| Chegg (CHGG) | 1.9 | $6.6M | 233k | 28.43 | |
| Planet Fitness Inc-cl A (PLNT) | 1.9 | $6.6M | 122k | 54.03 | |
| Tpi Composites (TPIC) | 1.7 | $6.1M | 212k | 28.55 | |
| Petiq (PETQ) | 1.6 | $5.7M | 145k | 39.31 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 1.6 | $5.5M | 57k | 96.09 | |
| PGT | 1.6 | $5.5M | 255k | 21.60 | |
| Apptio Inc cl a | 1.6 | $5.4M | 147k | 36.96 | |
| Noodles & Co (NDLS) | 1.5 | $5.4M | 443k | 12.10 | |
| HEICO Corporation (HEI) | 1.5 | $5.2M | 57k | 92.61 | |
| Penumbra (PEN) | 1.5 | $5.2M | 35k | 149.71 | |
| Tabula Rasa Healthcare | 1.5 | $5.2M | 64k | 81.19 | |
| Addus Homecare Corp (ADUS) | 1.4 | $5.0M | 71k | 70.15 | |
| Grand Canyon Education (LOPE) | 1.4 | $4.9M | 43k | 112.79 | |
| Strategic Education (STRA) | 1.4 | $4.9M | 35k | 137.03 | |
| Blackline (BL) | 1.3 | $4.6M | 81k | 56.47 | |
| Old Dominion Freight Line (ODFL) | 1.3 | $4.5M | 28k | 161.27 | |
| Carbonite | 1.3 | $4.4M | 125k | 35.65 | |
| BJ's Restaurants (BJRI) | 1.3 | $4.4M | 61k | 72.20 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 1.2 | $4.3M | 67k | 64.53 | |
| Vericel (VCEL) | 1.2 | $4.3M | 304k | 14.15 | |
| Caredx (CDNA) | 1.2 | $4.2M | 145k | 28.85 | |
| FLIR Systems | 1.2 | $4.0M | 66k | 61.47 | |
| Boingo Wireless | 1.0 | $3.5M | 101k | 34.90 | |
| Jazz Pharmaceuticals (JAZZ) | 1.0 | $3.5M | 21k | 168.11 | |
| WNS | 1.0 | $3.4M | 67k | 50.75 | |
| Central Garden & Pet (CENT) | 1.0 | $3.3M | 93k | 36.05 | |
| Nice Systems (NICE) | 0.9 | $3.3M | 29k | 114.48 | |
| Everbridge, Inc. Cmn (EVBG) | 0.9 | $3.2M | 55k | 57.64 | |
| Nv5 Holding (NVEE) | 0.9 | $3.1M | 36k | 86.71 | |
| Ruth's Hospitality | 0.9 | $3.0M | 96k | 31.55 | |
| USA Technologies | 0.8 | $2.9M | 410k | 7.20 | |
| Children's Place Retail Stores (PLCE) | 0.8 | $2.9M | 23k | 127.79 | |
| Conn's (CONN) | 0.8 | $2.8M | 80k | 35.36 | |
| Teladoc (TDOC) | 0.8 | $2.8M | 32k | 86.36 | |
| Omnicell (OMCL) | 0.8 | $2.8M | 39k | 71.91 | |
| Neurocrine Biosciences (NBIX) | 0.8 | $2.7M | 22k | 122.95 | |
| National Vision Hldgs (EYE) | 0.8 | $2.8M | 61k | 45.14 | |
| Spartan Motors | 0.8 | $2.7M | 183k | 14.75 | |
| R1 Rcm | 0.8 | $2.7M | 267k | 10.16 | |
| Roku (ROKU) | 0.8 | $2.6M | 36k | 73.02 | |
| Twilio Inc cl a (TWLO) | 0.7 | $2.5M | 29k | 86.28 | |
| Bg Staffing | 0.7 | $2.5M | 92k | 27.20 | |
| Ultragenyx Pharmaceutical (RARE) | 0.7 | $2.5M | 32k | 76.35 | |
| Coupa Software | 0.7 | $2.4M | 30k | 79.09 | |
| Siteone Landscape Supply (SITE) | 0.7 | $2.3M | 31k | 75.32 | |
| Regenxbio Inc equity us cm (RGNX) | 0.6 | $2.1M | 28k | 75.52 | |
| Stitch Fix (SFIX) | 0.6 | $2.1M | 49k | 43.78 | |
| Playags (AGS) | 0.6 | $2.1M | 71k | 29.47 | |
| Mercury Computer Systems (MRCY) | 0.6 | $2.0M | 36k | 55.33 | |
| At Home Group | 0.6 | $2.0M | 63k | 31.54 | |
| KMG Chemicals | 0.6 | $1.9M | 26k | 75.57 | |
| Altair Engr (ALTR) | 0.6 | $1.9M | 44k | 43.44 | |
| Texas Roadhouse (TXRH) | 0.5 | $1.7M | 25k | 69.28 | |
| Iradimed (IRMD) | 0.5 | $1.7M | 47k | 37.14 | |
| LivePerson (LPSN) | 0.5 | $1.7M | 66k | 25.96 | |
| Mimecast | 0.5 | $1.7M | 41k | 41.87 | |
| DSW | 0.5 | $1.6M | 47k | 33.87 | |
| Veracyte (VCYT) | 0.5 | $1.6M | 167k | 9.55 | |
| Viewray (VRAYQ) | 0.5 | $1.6M | 167k | 9.36 | |
| STAAR Surgical Company (STAA) | 0.4 | $1.5M | 32k | 47.99 | |
| Saia (SAIA) | 0.4 | $1.5M | 19k | 76.43 | |
| Blucora | 0.4 | $1.4M | 36k | 40.25 | |
| Lpl Financial Holdings (LPLA) | 0.4 | $1.4M | 22k | 64.53 | |
| Meet | 0.4 | $1.4M | 284k | 4.95 | |
| Invitae (NVTAQ) | 0.4 | $1.3M | 80k | 16.73 | |
| Natera (NTRA) | 0.4 | $1.3M | 55k | 23.94 | |
| Optimizerx Ord (OPRX) | 0.4 | $1.3M | 72k | 17.99 | |
| Insulet Corporation (PODD) | 0.3 | $1.2M | 11k | 105.95 | |
| Axogen (AXGN) | 0.3 | $1.2M | 33k | 36.86 | |
| Diodes Incorporated (DIOD) | 0.3 | $1.1M | 33k | 33.30 | |
| Dmc Global (BOOM) | 0.3 | $1.1M | 27k | 40.81 | |
| Htg Molecular Diagnostics | 0.3 | $1.0M | 206k | 5.05 | |
| Primo Water Corporation | 0.3 | $1.0M | 56k | 18.04 | |
| Sientra | 0.3 | $1.0M | 42k | 23.88 | |
| Lovesac Company (LOVE) | 0.3 | $1.0M | 41k | 24.98 | |
| TechTarget (TTGT) | 0.3 | $978k | 50k | 19.41 | |
| 2u (TWOU) | 0.3 | $989k | 13k | 75.17 | |
| Tree (TREE) | 0.2 | $788k | 3.4k | 230.21 | |
| Acm Research (ACMR) | 0.2 | $621k | 56k | 11.07 | |
| Profire Energy (PFIE) | 0.2 | $557k | 175k | 3.19 | |
| Aspen Group (ASPU) | 0.1 | $533k | 78k | 6.80 | |
| Lantronix (LTRX) | 0.1 | $447k | 110k | 4.07 | |
| Neuronetics (STIM) | 0.1 | $371k | 12k | 32.04 | |
| Transenterix | 0.1 | $312k | 54k | 5.81 | |
| Nuvectra | 0.1 | $269k | 12k | 21.96 |
