TIMPANI CAPITAL MANAGEMENT LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 110
New Positions 25
Increased Positions 67
Decreased Positions 43
Positions with Activity 110
Sold Out Positions 27
Total Mkt Value (in $ millions) 272

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

Sector Weighting

Basic Materials
Capital Goods 3.68%
Conglomerates 1.29%
Consumer Cyclical 6.38%
Consumer/Non-Cyclical 0%
Energy 0%
Financial 3.17%
Healthcare 22.41%
Services 21.25%
Technology 25.42%
Transportation 4.47%
Utilities

110 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
JACK IN THE BOX INC COM 9,379 148 1.60 97,005
LENDINGTREE INC NEW COM 8,647 855 10.98 163,030
SUPER MICRO COMPUTER INC COM 7,583 179 2.41 188,718
ANI PHARMACEUTICALS INC COM 7,260 2,832 63.94 107,785
PROOFPOINT INC COM 6,617 244 3.84 116,821
ZELTIQ AESTHETICS INC COM 5,781 3,295 132.51 173,243
TRINET GROUP INC COM 5,678 1,680 42.04 156,241
BIODELIVERY SCIENCES INTL INC COM 5,664 -2,726 (32.49) 377,707
HORIZON PHARMA PLC SHS 5,049 1,975 64.25 245,914
LIGAND PHARMACEUTICALS INC COM NEW 4,907 2,623 114.87 89,111
TEAM HEALTH HOLDINGS INC COM 4,849 -873 (15.26) 81,819
GRAND CANYON ED INC COM 4,834 128 2.72 105,403
MELLANOX TECHNOLOGIES LTD SHS 4,756 3,883 444.88 99,833
MIDDLEBY CORP COM 4,752 1,128 31.12 44,575
VERINT SYS INC COM 4,677 170 3.78 76,830
CARDIOVASCULAR SYS INC DEL COM 4,641 1,427 44.38 123,072
ADEPTUS HEALTH INC CL A 4,619 2,668 136.75 104,159
CAVIUM INC COM 4,574 -1,738 (27.54) 66,779
FIESTA RESTAURANT GROUP INC COM 4,489 -1,397 (23.74) 69,054
MOTORCAR PTS AMER INC COM 4,457 99 2.27 169,800


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