Timpani Capital Management as of March 31, 2019
Portfolio Holdings for Timpani Capital Management
Timpani Capital Management holds 91 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Chegg (CHGG) | 3.1 | $6.5M | 171k | 38.12 | |
| Ingevity (NGVT) | 3.0 | $6.2M | 59k | 105.61 | |
| Tandem Diabetes Care (TNDM) | 2.6 | $5.5M | 86k | 63.50 | |
| Five9 (FIVN) | 2.6 | $5.4M | 103k | 52.83 | |
| Merit Medical Systems (MMSI) | 2.6 | $5.4M | 88k | 61.83 | |
| Planet Fitness Inc-cl A (PLNT) | 2.5 | $5.2M | 76k | 68.71 | |
| RealPage | 2.2 | $4.7M | 77k | 60.70 | |
| 2u (TWOU) | 2.2 | $4.6M | 65k | 70.85 | |
| Strategic Education (STRA) | 2.2 | $4.6M | 35k | 131.31 | |
| Array BioPharma | 2.2 | $4.6M | 187k | 24.38 | |
| Ringcentral (RNG) | 2.1 | $4.4M | 41k | 107.81 | |
| Caredx (CDNA) | 2.0 | $4.3M | 136k | 31.52 | |
| LHC | 2.0 | $4.3M | 39k | 110.87 | |
| Vericel (VCEL) | 2.0 | $4.2M | 238k | 17.51 | |
| Tree (TREE) | 1.9 | $4.1M | 12k | 351.57 | |
| Shotspotter (SSTI) | 1.9 | $4.1M | 106k | 38.60 | |
| Workiva Inc equity us cm (WK) | 1.9 | $4.0M | 78k | 50.70 | |
| Mercury Computer Systems (MRCY) | 1.7 | $3.6M | 56k | 64.07 | |
| HEICO Corporation (HEI) | 1.7 | $3.6M | 38k | 94.87 | |
| WNS | 1.7 | $3.5M | 66k | 53.27 | |
| Grand Canyon Education (LOPE) | 1.5 | $3.2M | 28k | 114.51 | |
| Tpi Composites (TPIC) | 1.5 | $3.1M | 107k | 28.62 | |
| Zscaler Incorporated (ZS) | 1.4 | $3.0M | 43k | 70.94 | |
| Bj's Wholesale Club Holdings (BJ) | 1.4 | $3.0M | 109k | 27.40 | |
| Glaukos (GKOS) | 1.4 | $2.9M | 37k | 78.38 | |
| Euronet Worldwide (EEFT) | 1.4 | $2.9M | 20k | 142.59 | |
| Omnicell (OMCL) | 1.3 | $2.8M | 34k | 80.84 | |
| Wright Medical Group Nv | 1.3 | $2.8M | 88k | 31.45 | |
| Novanta (NOVT) | 1.3 | $2.7M | 32k | 84.73 | |
| Old Dominion Freight Line (ODFL) | 1.3 | $2.7M | 19k | 144.41 | |
| Chart Industries (GTLS) | 1.3 | $2.7M | 30k | 90.52 | |
| Everbridge, Inc. Cmn (EVBG) | 1.3 | $2.7M | 36k | 75.01 | |
| Veracyte (VCYT) | 1.3 | $2.7M | 107k | 25.02 | |
| Simply Good Foods (SMPL) | 1.2 | $2.6M | 127k | 20.59 | |
| Amedisys (AMED) | 1.2 | $2.6M | 21k | 123.26 | |
| Twilio Inc cl a (TWLO) | 1.2 | $2.5M | 20k | 129.16 | |
| Gds Holdings ads (GDS) | 1.2 | $2.5M | 71k | 35.69 | |
| Appfolio (APPF) | 1.1 | $2.4M | 30k | 79.39 | |
| Funko (FNKO) | 1.1 | $2.4M | 110k | 21.72 | |
| Playags (AGS) | 1.1 | $2.4M | 100k | 23.93 | |
| Penumbra (PEN) | 1.1 | $2.4M | 16k | 147.04 | |
| Tactile Systems Technology, In (TCMD) | 1.1 | $2.3M | 44k | 52.72 | |
| Trade Desk (TTD) | 1.1 | $2.3M | 12k | 197.98 | |
| Glu Mobile | 1.0 | $2.1M | 195k | 10.94 | |
| Noodles & Co (NDLS) | 1.0 | $2.1M | 307k | 6.80 | |
| Topbuild (BLD) | 0.9 | $1.9M | 30k | 64.82 | |
| Cabot Microelectronics Corporation | 0.9 | $1.8M | 16k | 111.96 | |
| Nice Systems (NICE) | 0.8 | $1.8M | 14k | 122.54 | |
| Addus Homecare Corp (ADUS) | 0.8 | $1.6M | 26k | 63.60 | |
| Inspire Med Sys (INSP) | 0.8 | $1.6M | 29k | 56.77 | |
| MasTec (MTZ) | 0.8 | $1.6M | 33k | 48.11 | |
| Pivotal Software Inc ordinary shares | 0.8 | $1.6M | 75k | 20.86 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.7 | $1.5M | 18k | 85.30 | |
| Liveramp Holdings (RAMP) | 0.7 | $1.5M | 28k | 54.58 | |
| Teladoc (TDOC) | 0.7 | $1.5M | 27k | 55.60 | |
| Willdan (WLDN) | 0.7 | $1.4M | 38k | 37.06 | |
| Trex Company (TREX) | 0.7 | $1.4M | 23k | 61.52 | |
| Core Laboratories | 0.7 | $1.4M | 20k | 68.94 | |
| TreeHouse Foods (THS) | 0.7 | $1.4M | 21k | 64.54 | |
| Optimizerx Ord (OPRX) | 0.6 | $1.3M | 105k | 12.72 | |
| Lovesac Company (LOVE) | 0.6 | $1.3M | 47k | 27.81 | |
| Boot Barn Hldgs (BOOT) | 0.6 | $1.3M | 44k | 29.45 | |
| Pareteum | 0.6 | $1.3M | 276k | 4.55 | |
| Benefitfocus | 0.6 | $1.2M | 25k | 49.53 | |
| Radware Ltd ord (RDWR) | 0.6 | $1.2M | 46k | 26.13 | |
| Boingo Wireless | 0.6 | $1.2M | 51k | 23.28 | |
| Lgi Homes (LGIH) | 0.6 | $1.2M | 19k | 60.25 | |
| Nv5 Holding (NVEE) | 0.5 | $1.1M | 19k | 59.36 | |
| Century Communities (CCS) | 0.5 | $1.1M | 47k | 23.98 | |
| Bg Staffing | 0.5 | $1.1M | 52k | 21.85 | |
| Smartsheet (SMAR) | 0.5 | $1.1M | 28k | 40.80 | |
| Sailpoint Technlgies Hldgs I | 0.5 | $1.1M | 38k | 28.73 | |
| Pure Storage Inc - Class A (PSTG) | 0.5 | $1.1M | 49k | 21.80 | |
| World Fuel Services Corporation (WKC) | 0.5 | $1.0M | 35k | 28.88 | |
| Lpl Financial Holdings (LPLA) | 0.5 | $1.0M | 15k | 69.67 | |
| Matador Resources (MTDR) | 0.5 | $962k | 50k | 19.34 | |
| Iradimed (IRMD) | 0.5 | $963k | 34k | 28.09 | |
| Insulet Corporation (PODD) | 0.4 | $918k | 9.7k | 95.05 | |
| Meet | 0.4 | $896k | 178k | 5.03 | |
| Mimecast | 0.3 | $734k | 16k | 47.35 | |
| R1 Rcm | 0.3 | $731k | 76k | 9.67 | |
| Petiq (PETQ) | 0.3 | $718k | 23k | 31.42 | |
| Allied Motion Technologies (ALNT) | 0.3 | $623k | 18k | 34.39 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 0.3 | $563k | 12k | 48.03 | |
| Ensign (ENSG) | 0.3 | $538k | 11k | 51.23 | |
| Farfetch Ltd ord sh cl a (FTCHF) | 0.3 | $545k | 20k | 26.89 | |
| Fox Factory Hldg (FOXF) | 0.2 | $524k | 7.5k | 69.89 | |
| Fluent Inc cs (FLNT) | 0.2 | $407k | 72k | 5.62 | |
| Yeti Hldgs (YETI) | 0.2 | $399k | 13k | 30.26 | |
| eGain Communications Corporation (EGAN) | 0.1 | $284k | 27k | 10.44 | |
| Digital Turbine (APPS) | 0.1 | $207k | 59k | 3.50 |
