CLIFTON PARK CAPITAL MANAGEMENT, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 21
New Positions 0
Increased Positions 3
Decreased Positions 5
Positions with Activity 8
Sold Out Positions 0
Total Mkt Value (in $ millions) 1,474

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 14.05%
Consumer/Non-Cyclical
Energy 16.08%
Financial 3.8%
Healthcare 29.59%
Services 25.74%
Technology 3.55%
Transportation 7.2%
Utilities

21 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MEDNAX INC COM 242,331 -5,065 (2.05) 4,368,694
WORLD FUEL SVCS CORP COM 236,891 New 5,713,733
SNAP ON INC COM 207,060 -33,785 (14.03) 1,671,858
RITCHIE BROS AUCTIONEERS COM 143,007 New 6,410,000
AIR METHODS CORP COM PAR $.06 106,069 18,549 21.19 1,939,100
HMS HLDGS CORP COM 89,566 12,941 16.89 4,406,700
HEALTHCARE SVCS GRP INC COM 63,140 -17,804 (22) 2,200,001
MONRO MUFFLER BRAKE INC COM 50,240 New 1,000,003
FTI CONSULTING INC COM 49,491 New 1,350,000
IPC THE HOSPITALIST CO INC COM 43,342 3,932 9.98 934,700
QUALITY SYS INC COM 35,326 New 2,422,934
CLOVIS ONCOLOGY INC COM 35,211 New 790,555
MARKETAXESS HLDGS INC COM 30,875 New 500,000
MERIDIAN BIOSCIENCE INC COM 25,536 New 1,400,000
ACACIA RESH CORP ACACIA TCH COM 25,105 New 1,475,000
LIQUIDITY SERVICES INC COM 21,414 New 1,510,164
ROVI CORP COM 18,062 -322 (1.75) 846,807
INNERWORKINGS INC COM 16,940 New 2,011,900
TANGOE INC COM 16,933 New 1,278,900
STRAYER ED INC COM 9,015 -247 (2.67) 150,000