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) 1,546

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 13.52%
Consumer/Non-Cyclical
Energy 16.41%
Financial 3.6%
Healthcare 29.83%
Services 25.68%
Technology 3.61%
Transportation 7.36%
Utilities

21 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WORLD FUEL SVCS CORP COM 253,575 New 5,713,733
MEDNAX INC COM 250,108 -5,227 (2.05) 4,368,694
SNAP ON INC COM 208,899 -34,085 (14.03) 1,671,858
RITCHIE BROS AUCTIONEERS COM 152,238 New 6,410,000
AIR METHODS CORP COM PAR $.06 113,748 19,892 21.19 1,939,100
HMS HLDGS CORP COM 100,737 14,555 16.89 4,406,700
HEALTHCARE SVCS GRP INC COM 60,126 -16,954 (22) 2,200,001
MONRO MUFFLER BRAKE INC COM 51,750 New 1,000,003
FTI CONSULTING INC COM 50,085 New 1,350,000
IPC THE HOSPITALIST CO INC COM 45,183 4,099 9.98 934,700
QUALITY SYS INC COM 37,943 New 2,422,934
CLOVIS ONCOLOGY INC COM 37,599 New 790,555
MARKETAXESS HLDGS INC COM 29,460 New 500,000
MERIDIAN BIOSCIENCE INC COM 27,398 New 1,400,000
ACACIA RESH CORP ACACIA TCH COM 26,240 New 1,475,000
LIQUIDITY SERVICES INC COM 23,015 New 1,510,164
ROVI CORP COM 19,587 -349 (1.75) 846,807
TANGOE INC COM 17,802 New 1,278,900
INNERWORKINGS INC COM 17,443 New 2,011,900
ITT EDUCATIONAL SERVICES INC COM 13,542 New 1,606,366


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