PIVOT POINT CAPITAL PARTNERS, LLC
ONE SANSOME STREET, SAN FRANCISCO, California, 94104, (415) 343-7074
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 10 |
| New Positions | 1 |
| Increased Positions | 5 |
| Decreased Positions | 1 |
| Positions with Activity | 6 |
| Sold Out Positions | 0 |
| Total Mkt Value (in $ millions) |
193 |
Sector Weighting
| Basic Materials | 13.44% |
| Capital Goods | 5.46% |
| Conglomerates | |
| Consumer Cyclical | |
| Consumer/Non-Cyclical | |
| Energy | |
| Financial | 19.11% |
| Healthcare | 17.18% |
| Services | 24.98% |
| Technology | 19.83% |
| Transportation | |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
10 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| EXAMWORKS GROUP INC | COM | 33,172 | New | 1,710,759 | |
| COMSCORE INC | COM | 26,979 | New | 1,332,275 | |
| WATTS WATER TECHNOLOGIES INC | CL A | 25,955 | 2,892 | 12.54 | 550,123 |
| INFORMATICA CORP | COM | 20,478 | New | 575,712 | |
| LPL FINL HLDGS INC | COM | 20,313 | 1,891 | 10.26 | 522,183 |
| ANSYS INC | COM | 17,818 | New | 233,100 | |
| BANKRATE INC DEL | COM | 16,600 | 2,130 | 14.72 | 1,184,000 |
| CLEAN HARBORS INC | COM | 14,393 | 9,475 | 192.64 | 247,351 |
| BEACON ROOFING SUPPLY INC | COM | 10,548 | -12,318 | (53.87) | 258,792 |
| ULTA SALON COSMETCS & FRAG INC | COM | 6,879 | 6,879 | New | 73,200 |
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