Timpani Capital Management as of Dec. 31, 2018
Portfolio Holdings for Timpani Capital Management
Timpani Capital Management holds 86 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Green Dot Corporation (GDOT) | 3.8 | $6.7M | 84k | 79.52 | |
| Merit Medical Systems (MMSI) | 3.4 | $6.1M | 110k | 55.81 | |
| Ingevity (NGVT) | 3.1 | $5.5M | 66k | 83.69 | |
| Five9 (FIVN) | 2.9 | $5.2M | 119k | 43.72 | |
| Chegg (CHGG) | 2.8 | $5.0M | 176k | 28.42 | |
| LHC | 2.8 | $5.0M | 53k | 93.87 | |
| Ringcentral (RNG) | 2.7 | $4.8M | 58k | 82.43 | |
| Strategic Education (STRA) | 2.5 | $4.4M | 39k | 113.41 | |
| Vericel (VCEL) | 2.4 | $4.3M | 245k | 17.40 | |
| Planet Fitness Inc-cl A (PLNT) | 2.2 | $3.9M | 72k | 53.62 | |
| Ligand Pharmaceuticals In (LGND) | 2.1 | $3.7M | 27k | 135.70 | |
| Generac Holdings (GNRC) | 1.9 | $3.4M | 69k | 49.71 | |
| Addus Homecare Corp (ADUS) | 1.9 | $3.3M | 49k | 67.88 | |
| WNS | 1.8 | $3.2M | 78k | 41.26 | |
| Caredx (CDNA) | 1.7 | $3.1M | 123k | 25.14 | |
| Shotspotter (SSTI) | 1.7 | $3.1M | 98k | 31.18 | |
| HEICO Corporation (HEI) | 1.7 | $3.0M | 39k | 77.49 | |
| RealPage | 1.7 | $3.0M | 63k | 48.19 | |
| Varonis Sys (VRNS) | 1.6 | $2.9M | 56k | 52.90 | |
| Grand Canyon Education (LOPE) | 1.6 | $2.9M | 30k | 96.13 | |
| Penumbra (PEN) | 1.6 | $2.8M | 23k | 122.21 | |
| Mercury Computer Systems (MRCY) | 1.5 | $2.7M | 58k | 47.30 | |
| Inogen (INGN) | 1.5 | $2.7M | 22k | 124.16 | |
| Bj's Wholesale Club Holdings (BJ) | 1.4 | $2.5M | 114k | 22.16 | |
| Tactile Systems Technology, In (TCMD) | 1.4 | $2.5M | 55k | 45.55 | |
| 2u (TWOU) | 1.4 | $2.4M | 49k | 49.71 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 1.4 | $2.4M | 56k | 43.72 | |
| Omnicell (OMCL) | 1.3 | $2.4M | 39k | 61.24 | |
| Old Dominion Freight Line (ODFL) | 1.3 | $2.4M | 19k | 123.47 | |
| Pacira Pharmaceuticals (PCRX) | 1.3 | $2.4M | 55k | 43.02 | |
| Noodles & Co (NDLS) | 1.3 | $2.3M | 335k | 6.99 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 1.2 | $2.2M | 33k | 66.50 | |
| Tandem Diabetes Care (TNDM) | 1.2 | $2.2M | 57k | 37.97 | |
| Tpi Composites (TPIC) | 1.2 | $2.2M | 88k | 24.58 | |
| Nice Systems (NICE) | 1.2 | $2.1M | 20k | 108.20 | |
| Wright Medical Group Nv | 1.2 | $2.1M | 78k | 27.22 | |
| Simply Good Foods (SMPL) | 1.2 | $2.1M | 110k | 18.90 | |
| Insulet Corporation (PODD) | 1.1 | $2.0M | 25k | 79.30 | |
| Euronet Worldwide (EEFT) | 1.1 | $2.0M | 19k | 102.37 | |
| PGT | 1.1 | $2.0M | 124k | 15.85 | |
| FLIR Systems | 1.1 | $1.9M | 43k | 43.54 | |
| Twilio Inc cl a (TWLO) | 1.0 | $1.8M | 20k | 89.31 | |
| EnerSys (ENS) | 1.0 | $1.8M | 23k | 77.61 | |
| Bottomline Technologies | 0.9 | $1.7M | 35k | 48.00 | |
| Everbridge, Inc. Cmn (EVBG) | 0.9 | $1.6M | 29k | 56.77 | |
| Allied Motion Technologies (ALNT) | 0.9 | $1.6M | 35k | 44.70 | |
| National Vision Hldgs (EYE) | 0.9 | $1.6M | 57k | 28.18 | |
| Playags (AGS) | 0.9 | $1.6M | 69k | 23.01 | |
| Central Garden & Pet (CENT) | 0.8 | $1.5M | 44k | 34.45 | |
| Nv5 Holding (NVEE) | 0.8 | $1.5M | 25k | 60.55 | |
| Tabula Rasa Healthcare | 0.8 | $1.4M | 21k | 63.75 | |
| Bg Staffing | 0.7 | $1.3M | 64k | 20.65 | |
| Petiq (PETQ) | 0.7 | $1.3M | 56k | 23.48 | |
| Willdan (WLDN) | 0.7 | $1.3M | 37k | 34.97 | |
| Jazz Pharmaceuticals (JAZZ) | 0.7 | $1.3M | 10k | 123.93 | |
| R1 Rcm | 0.7 | $1.3M | 158k | 7.95 | |
| Radware Ltd ord (RDWR) | 0.7 | $1.2M | 55k | 22.70 | |
| Glu Mobile | 0.7 | $1.3M | 155k | 8.07 | |
| Optimizerx Ord (OPRX) | 0.7 | $1.2M | 109k | 10.97 | |
| Ruth's Hospitality | 0.6 | $1.1M | 50k | 22.72 | |
| Amedisys (AMED) | 0.6 | $1.1M | 9.6k | 117.12 | |
| Exponent (EXPO) | 0.6 | $1.1M | 22k | 50.70 | |
| Monolithic Power Systems (MPWR) | 0.6 | $1.1M | 9.5k | 116.20 | |
| Lovesac Company (LOVE) | 0.6 | $1.1M | 49k | 22.94 | |
| Children's Place Retail Stores (PLCE) | 0.6 | $1.1M | 12k | 90.06 | |
| Iradimed (IRMD) | 0.6 | $1.0M | 42k | 24.46 | |
| BJ's Restaurants (BJRI) | 0.6 | $1.0M | 20k | 50.56 | |
| Icon (ICLR) | 0.6 | $973k | 7.5k | 129.27 | |
| Veracyte (VCYT) | 0.5 | $955k | 76k | 12.58 | |
| Blucora | 0.5 | $922k | 35k | 26.65 | |
| Lpl Financial Holdings (LPLA) | 0.5 | $933k | 15k | 61.08 | |
| Teladoc (TDOC) | 0.5 | $930k | 19k | 49.57 | |
| Coupa Software | 0.5 | $904k | 14k | 62.85 | |
| Boingo Wireless | 0.5 | $864k | 42k | 20.57 | |
| Primo Water Corporation | 0.5 | $804k | 57k | 14.01 | |
| Boot Barn Hldgs (BOOT) | 0.4 | $769k | 45k | 17.03 | |
| TreeHouse Foods (THS) | 0.4 | $724k | 14k | 50.69 | |
| Cabot Microelectronics Corporation | 0.4 | $642k | 6.7k | 95.38 | |
| Meet | 0.3 | $611k | 132k | 4.63 | |
| Siteone Landscape Supply (SITE) | 0.3 | $584k | 11k | 55.26 | |
| Mimecast | 0.3 | $536k | 16k | 33.61 | |
| Gds Holdings ads (GDS) | 0.3 | $472k | 20k | 23.10 | |
| USA Technologies | 0.2 | $400k | 103k | 3.89 | |
| At Home Group | 0.2 | $318k | 17k | 18.67 | |
| Aspen Group (ASPU) | 0.1 | $265k | 48k | 5.47 | |
| Lantronix (LTRX) | 0.1 | $142k | 48k | 2.94 |
