AH LISANTI CAPITAL GROWTH, LLC
608 FIFTH AVENUE, SUITE 301, NEW YORK, New York, 10020, (212) 792-6992
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 144 |
| New Positions | 46 |
| Increased Positions | 67 |
| Decreased Positions | 77 |
| Positions with Activity | 144 |
| Sold Out Positions | 37 |
| Total Mkt Value (in $ millions) |
251 |
Sector Weighting
| Basic Materials | 1.78% |
| Capital Goods | 13.81% |
| Conglomerates | 5.17% |
| Consumer Cyclical | 4.75% |
| Consumer/Non-Cyclical | |
| Energy | 4.52% |
| Financial | 6.01% |
| Healthcare | 18.26% |
| Services | 18.73% |
| Technology | 22.56% |
| Transportation | 4.41% |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
144 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| CONNS INC | COM | 6,233 | -650 | (9.44) | 116,705 |
| ACADIA HEALTHCARE COMPANY INC | COM | 6,039 | 3,116 | 106.64 | 170,440 |
| CORNERSTONE ONDEMAND INC | COM | 5,869 | 655 | 12.56 | 131,160 |
| LUMBER LIQUIDATORS HLDGS INC | COM | 5,614 | 1,888 | 50.66 | 63,510 |
| PORTFOLIO RECOVERY ASSOCS INC | COM | 5,605 | 336 | 6.39 | 34,980 |
| PROTO LABS INC | COM | 5,433 | 501 | 10.17 | 86,880 |
| CAPITAL SR LIVING CORP | COM | 5,151 | -147 | (2.77) | 202,480 |
| DEXCOM INC | COM | 5,073 | 1,401 | 38.15 | 222,495 |
| EXONE CO | COM | 4,198 | 4,198 | New | 81,540 |
| GENTHERM INC | COM | 4,183 | 2,962 | 242.61 | 219,920 |
| WAGEWORKS INC | COM | 4,111 | -918 | (18.25) | 128,296 |
| WESTERN ALLIANCE BANCORP | COM | 4,024 | -114 | (2.77) | 281,375 |
| ASPEN TECHNOLOGY INC | COM | 3,961 | -2,295 | (36.69) | 132,699 |
| AMN HEALTHCARE SERVICES INC | COM | 3,817 | -1,339 | (25.97) | 263,070 |
| SHUTTERSTOCK INC | COM | 3,810 | -574 | (13.09) | 76,885 |
| MASTEC INC | COM | 3,797 | -108 | (2.76) | 115,365 |
| UNITED RENTALS INC | COM | 3,730 | -1,363 | (26.76) | 72,213 |
| COMMVAULT SYSTEMS INC | COM | 3,729 | -1,039 | (21.79) | 47,318 |
| H & E EQUIPMENT SERVICES INC | COM | 3,723 | -691 | (15.65) | 164,510 |
| SPIRIT AIRLS INC | COM | 3,685 | 3,685 | New | 111,705 |
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