MAGEE THOMSON INVESTMENT PARTNERS LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 175
New Positions 28
Increased Positions 71
Decreased Positions 58
Positions with Activity 129
Sold Out Positions 26
Total Mkt Value (in $ millions) 450

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

Sector Weighting

Basic Materials 0.12%
Capital Goods 4.4%
Conglomerates 0.01%
Consumer Cyclical 2.78%
Consumer/Non-Cyclical 4.18%
Energy 3.83%
Financial 8.38%
Healthcare 22.81%
Services 17.28%
Technology 33.6%
Transportation 2.46%
Utilities

71 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GILEAD SCIENCES INC COM 28,225 161 .57 308,600
FACEBOOK INC CL A 21,075 35 .17 281,300
MASTERCARD INC CL A 19,802 127 .65 259,900
B/E AEROSPACE INC COM 18,520 24 .13 212,900
STARBUCKS CORP COM 18,438 37 .20 235,300
SBA COMMUNICATIONS CORP COM 17,377 115 .67 162,900
ALLIANCE DATA SYSTEMS CORP COM 17,205 49 .28 64,510
HALLIBURTON CO COM 16,489 27 .16 227,000
LAS VEGAS SANDS CORP COM 15,588 20 .13 210,900
SERVICENOW INC COM 15,061 3,463 29.86 258,200
ULTIMATE SOFTWARE GROUP INC COM 14,957 31 .21 114,246
PRICELINE GRP INC COM NEW 14,859 2,626 21.47 11,990
HERTZ GLOBAL HOLDINGS INC COM 14,092 16 .12 500,600
AMAZON COM INC COM 13,794 46 .34 43,050
PALO ALTO NETWORKS INC COM 12,407 12,407 New 151,100
REGENERON PHARMACEUTICALS COM 12,331 92 .75 40,810
JOHNSON CTLS INC COM 12,260 86 .71 252,000
LINKEDIN CORP COM CL A 11,946 39 .33 67,110
COSTAR GROUP INC COM 10,938 36 .33 73,870
SPIRIT AIRLS INC COM 10,408 10,056 2,858.52 153,695