MAGEE THOMSON INVESTMENT PARTNERS LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 177
New Positions 28
Increased Positions 51
Decreased Positions 96
Positions with Activity 147
Sold Out Positions 27
Total Mkt Value (in $ millions) 424

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

Sector Weighting

Basic Materials 0.16%
Capital Goods 4.18%
Conglomerates 0.01%
Consumer Cyclical 2.73%
Consumer/Non-Cyclical 4.01%
Energy 3.62%
Financial 6.25%
Healthcare 21.22%
Services 14.14%
Technology 39.31%
Transportation 4.17%
Utilities

51 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GOOGLE INC CL A 16,795 6,961 70.78 28,350
SPIRIT AIRLS INC COM 16,703 5,775 52.85 234,925
CAVIUM INC COM 12,593 12,593 New 229,500
SKYWORKS SOLUTIONS INC COM 11,864 11,864 New 214,700
METHODE ELECTRS INC COM 302 1 .32 9,054
BALTIC TRADING LIMITED COM 272 1 .43 45,313
APPLIED OPTOELECTRONICS INC COM 264 2 .62 13,512
FORMFACTOR INC COM 263 70 35.87 37,189
C&J ENERGY SVCS INC COM 244 71 40.94 8,669
BURLINGTON STORES INC COM 236 52 28.36 6,857
CALAMP CORP COM 225 30 15.10 12,085
GLOBAL EAGLE ENTMT INC COM 216 53 32.95 17,894
EXACT SCIENCES CORP COM 190 190 New 9,679
RENTRAK CORP COM 179 52 40.82 3,681
LIGAND PHARMACEUTICALS INC COM NEW 177 31 21.44 3,427
IGI LABS INC COM 154 149 3,340.13 26,833
SYNERGY RES CORP COM 153 153 New 11,795
ELECTRONICS FOR IMAGING INC COM 153 153 New 3,427
SAIA INC COM 149 149 New 3,125
ZOES KITCHEN INC COM 142 142 New 4,584