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) 439

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 0.19%
Conglomerates 0.17%
Consumer Cyclical 5.46%
Consumer/Non-Cyclical 0%
Energy 1.98%
Financial 3.65%
Healthcare 29.55%
Services 13.67%
Technology 41.88%
Transportation 2.89%
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 -8,343 Sold Out 0
WEBMD HEALTH CORP COM -7,708 Sold Out 0
GILEAD SCIENCES INC COM 20,881 -7,574 (26.62) 200,410
SPIRIT AIRLS INC COM 11,724 -6,555 (35.86) 147,278
BONANZA CREEK ENERGY INC COM -5,034 Sold Out 0
KLX INC COM -2,666 Sold Out 0
ACTAVIS PLC SHS 21,676 -1,371 (5.95) 74,800
SKYWORKS SOLUTIONS INC COM 18,100 -546 (2.93) 204,340
ULTIMATE SOFTWARE GROUP INC COM 16,957 -541 (3.09) 100,316
FACEBOOK INC CL A 20,762 -426 (2.01) 258,200
PRICELINE GRP INC COM NEW 13,083 -372 (2.77) 10,540
SPLUNK INC COM 11,465 -341 (2.89) 164,800
HERTZ GLOBAL HOLDINGS INC COM 10,340 -324 (3.04) 440,200
HALLIBURTON CO COM 8,549 -260 (2.96) 200,200
SPANSION INC COM CL A NEW -228 Sold Out 0
METHODE ELECTRS INC COM -222 Sold Out 0
ASML HOLDING N V N Y REGISTRY SHS 8,728 -218 (2.44) 80,880
BUILDERS FIRSTSOURCE INC COM -197 Sold Out 0
INSULET CORP COM 6,865 -181 (2.57) 208,600
EAGLE MATERIALS INC COM 138 -170 (55.14) 1,764