MAGEE THOMSON INVESTMENT PARTNERS LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 185
New Positions 41
Increased Positions 72
Decreased Positions 67
Positions with Activity 139
Sold Out Positions 30
Total Mkt Value (in $ millions) 442

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

Sector Weighting

Basic Materials 0.09%
Capital Goods 0.2%
Conglomerates 0.17%
Consumer Cyclical 5.87%
Consumer/Non-Cyclical 0%
Energy 2.23%
Financial 3.56%
Healthcare 28.41%
Services 13.82%
Technology 42.37%
Transportation 2.78%
Utilities

185 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
B/E AEROSPACE INC COM -8,075 Sold Out 0
WEBMD HEALTH CORP COM -8,043 Sold Out 0
GILEAD SCIENCES INC COM 20,630 -7,483 (26.62) 200,410
SPIRIT AIRLS INC COM 11,392 -6,369 (35.86) 147,278
BONANZA CREEK ENERGY INC COM -4,278 Sold Out 0
KLX INC COM -2,643 Sold Out 0
ACTAVIS PLC SHS 21,332 -1,350 (5.95) 74,800
SKYWORKS SOLUTIONS INC COM 19,320 -582 (2.93) 204,340
ULTIMATE SOFTWARE GROUP INC COM 18,082 -577 (3.09) 100,316
FACEBOOK INC CL A 21,149 -434 (2.01) 258,200
BUILDERS FIRSTSOURCE INC COM -421 Sold Out 0
PRICELINE GRP INC COM NEW 13,209 -376 (2.77) 10,540
SPLUNK INC COM 11,094 -330 (2.89) 164,800
HALLIBURTON CO COM 9,696 -295 (2.96) 200,200
HERTZ GLOBAL HOLDINGS INC COM 9,218 -289 (3.04) 440,200
METHODE ELECTRS INC COM -253 Sold Out 0
ASML HOLDING N V N Y REGISTRY SHS 8,873 -222 (2.44) 80,880
CYPRESS SEMICONDUCTOR CORP COM -200 Sold Out 0
APPLIED OPTOELECTRONICS INC COM 6 -195 (97.1) 391
EAGLE MATERIALS INC COM 150 -185 (55.14) 1,764


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