TIMPANI CAPITAL MANAGEMENT LLC Information

10850 WEST PARK PLACE, MILWAUKEE, Wisconsin, 53224, (847) 509-9860

Report Date: 03/31/2015

Position Statistics

Total Positions 102
New Positions 19
Increased Positions 64
Decreased Positions 38
Positions with Activity 102
Sold Out Positions 15
Total Mkt Value (in $ millions) 359

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

Sector Weighting

Basic Materials
Capital Goods 4.29%
Conglomerates 0.96%
Consumer Cyclical 6.27%
Consumer/Non-Cyclical
Energy 1.4%
Financial 5.68%
Healthcare 25%
Services 17.21%
Technology 17.39%
Transportation 5.74%
Utilities

102 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LENDINGTREE INC NEW COM 20,385 6,919 51.39 246,806
ADEPTUS HEALTH INC CL A 15,329 3,512 29.72 135,113
HORIZON PHARMA PLC SHS 13,064 4,415 51.05 371,444
SKECHERS U S A INC CL A 11,262 1,726 18.10 75,760
JACK IN THE BOX INC COM 11,126 1,802 19.33 115,752
G-III APPAREL GROUP LTD COM 9,559 5,672 145.95 137,104
LIGAND PHARMACEUTICALS INC COM NEW 9,475 -215 (2.22) 87,132
ANI PHARMACEUTICALS INC COM 9,193 1,767 23.79 133,426
INSYS THERAPEUTICS INC NEW COM NEW 8,715 8,715 New 195,838
Q2 HLDGS INC COM 7,243 2,286 46.13 267,866
MIDDLEBY CORP COM 6,790 1,339 24.57 55,529
LITHIA MTRS INC CL A 6,733 3,564 112.43 56,870
PROOFPOINT INC COM 6,733 -736 (9.86) 105,304
LANNET INC COM 5,823 2,112 56.92 97,907
ZELTIQ AESTHETICS INC COM 5,589 -671 (10.71) 154,683
INOGEN INC COM 5,554 1,452 35.40 123,887
CANTEL MEDICAL CORP COM 5,439 1,036 23.53 100,114
ZOES KITCHEN INC COM 5,349 1,047 24.34 122,633
QORVO INC COM 5,163 5,163 New 89,766
EPAM SYS INC COM 5,128 2,143 71.77 69,462