CLIFTON PARK CAPITAL MANAGEMENT, LLC Information

2711 CENTERVILLE ROAD, WILMINGTON, Delaware, 19808-1645, (302) 351-3345

Report Date: 09/30/2014

Position Statistics

Total Positions 21
New Positions 0
Increased Positions 2
Decreased Positions 7
Positions with Activity 9
Sold Out Positions 0
Total Mkt Value (in $ millions) 1,516

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical 13.19%
Consumer/Non-Cyclical
Energy 16.95%
Financial 3.62%
Healthcare 32.98%
Services 25.31%
Technology 2.87%
Transportation 5.07%
Utilities

21 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MEDNAX INC COM 272,294 -8,351 (2.98) 4,238,694
WORLD FUEL SVCS CORP COM 256,947 New 5,713,733
SNAP ON INC COM 199,931 -27,927 (12.26) 1,466,950
RITCHIE BROS AUCTIONEERS COM 163,904 New 6,410,000
HMS HLDGS CORP COM 118,511 30,443 34.57 5,930,000
AIR METHODS CORP COM PAR $.06 76,867 -8,899 (10.38) 1,737,900
HEALTHCARE SVCS GRP INC COM 62,559 -2,979 (4.55) 2,100,001
MONRO MUFFLER BRAKE INC COM 52,150 New 1,000,003
IPC THE HOSPITALIST CO INC COM 46,327 6,060 15.05 1,075,378
CLOVIS ONCOLOGY INC COM 40,152 New 790,555
FTI CONSULTING INC COM 29,580 -23,664 (44.44) 750,000
MARKETAXESS HLDGS INC COM 27,890 -4,080 (12.76) 436,197
QUALITY SYS INC COM 27,165 -7,434 (21.49) 1,902,323
ACACIA RESH CORP ACACIA TCH COM 27,022 New 1,475,000
MERIDIAN BIOSCIENCE INC COM 22,526 New 1,400,000
ROVI CORP COM 18,786 New 846,807
TANGOE INC COM 16,357 New 1,278,900
LIQUIDITY SERVICES INC COM 16,174 New 1,510,164
INNERWORKINGS INC COM 14,969 New 2,011,900
ITT EDUCATIONAL SERVICES INC COM 14,152 New 1,606,366