STEPHENS INVESTMENT MANAGEMENT GROUP LLC Information

9 GREENWAY PLAZA, HOUSTON, Texas, 77046, (800) 458-6589

Report Date: 06/30/2014

Position Statistics

Total Positions 219
New Positions 10
Increased Positions 100
Decreased Positions 112
Positions with Activity 212
Sold Out Positions 15
Total Mkt Value (in $ millions) 3,184

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

Sector Weighting

Basic Materials 2.73%
Capital Goods 3.38%
Conglomerates 1.58%
Consumer Cyclical 2.11%
Consumer/Non-Cyclical 3.94%
Energy 7.88%
Financial 8.87%
Healthcare 17.33%
Services 18.97%
Technology 29.63%
Transportation 0.58%
Utilities

100 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COGNEX CORP COM 57,540 3,294 6.07 1,338,751
PROTO LABS INC COM 52,661 32 .06 680,985
ENCORE CAP GROUP INC COM 46,592 43 .09 1,053,400
PORTFOLIO RECOVERY ASSOCS INC COM 45,244 1,565 3.58 776,724
COSTAR GROUP INC COM 44,476 102 .23 298,336
UNITED NAT FOODS INC COM 43,699 229 .53 682,748
NATIONAL CINEMEDIA INC COM 41,499 8,762 26.76 2,883,910
IMAX CORP COM 41,286 1,078 2.68 1,528,536
MEDIDATA SOLUTIONS INC COM 40,210 416 1.05 897,353
ACADIA HEALTHCARE COMPANY INC COM 38,996 2,349 6.41 779,453
ATHENAHEALTH INC COM 38,356 290 .76 289,391
POWER INTEGRATIONS INC COM 37,610 33 .09 635,083
ADVISORY BRD CO COM 35,727 1,154 3.34 709,709
FORTINET INC COM 34,646 1,824 5.56 1,371,569
HMS HLDGS CORP COM 34,321 3,403 11.01 1,591,157
ULTIMATE SOFTWARE GROUP INC COM 32,691 1,435 4.59 226,610
HILLTOP HOLDINGS INC COM 32,312 171 .53 1,576,189
CEPHEID COM 32,154 613 1.94 830,856
IPC THE HOSPITALIST CO INC COM 32,063 2,078 6.93 665,217
ATHLON ENERGY INC COM 31,201 26 .08 737,270