MAGEE THOMSON INVESTMENT PARTNERS LLC Information

12531 HIGH BLUFF DRIVE, SAN DIEGO, California, 92130, (858) 350-5050

Report Date: 06/30/2015

Position Statistics

Total Positions 119
New Positions 21
Increased Positions 43
Decreased Positions 57
Positions with Activity 100
Sold Out Positions 14
Total Mkt Value (in $ millions) 340

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

Sector Weighting

Basic Materials 0%
Capital Goods 0.01%
Conglomerates 0%
Consumer Cyclical 11.57%
Consumer/Non-Cyclical 4.45%
Energy 0%
Financial 4.07%
Healthcare 28.86%
Services 12.57%
Technology 34%
Transportation 2.22%
Utilities

100 Activity Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMAZON COM INC COM 16,956 -4,416 (20.66) 33,060
STARBUCKS CORP COM 15,102 184 1.24 276,030
UNDER ARMOUR INC CL A 15,065 -1,844 (10.9) 157,700
CELGENE CORP COM 14,199 892 6.70 120,250
SBA COMMUNICATIONS CORP COM 14,054 -3,531 (20.08) 118,900
MASTERCARD INC CL A 13,825 -1,559 (10.14) 149,670
ALEXION PHARMACEUTICALS INC COM 13,491 -1,517 (10.11) 78,350
ACUITY BRANDS INC COM 13,319 13,319 New 68,350
GILEAD SCIENCES INC COM 13,262 384 2.98 126,220
O REILLY AUTOMOTIVE INC NEW COM 13,156 1,032 8.52 54,800
PALO ALTO NETWORKS INC COM 13,124 -5,191 (28.34) 79,920
SERVICENOW INC COM 12,930 -3,434 (20.98) 182,210
ULTIMATE SOFTWARE GROUP INC COM 12,848 -4,091 (24.15) 72,920
ACADIA HEALTHCARE COMPANY INC COM 12,471 1,393 12.58 170,760
FACEBOOK INC CL A 11,766 -10,770 (47.79) 131,570
PRICELINE GRP INC COM NEW 11,625 -1,236 (9.61) 9,310
TESLA MTRS INC COM 11,056 -809 (6.82) 44,390
ALLERGAN PLC SHS 10,947 -11,126 (50.41) 36,040
JAZZ PHARMACEUTICALS PLC SHS USD 10,161 -4,589 (31.11) 60,190
CAVIUM INC COM 9,842 -6,169 (38.53) 144,700