TIMPANI CAPITAL MANAGEMENT LLC Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 121
New Positions 26
Increased Positions 54
Decreased Positions 67
Positions with Activity 121
Sold Out Positions 30
Total Mkt Value (in $ millions) 232

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

Sector Weighting

Basic Materials 1.35%
Capital Goods 8.4%
Conglomerates 1.28%
Consumer Cyclical 5.66%
Consumer/Non-Cyclical 1.5%
Energy 0%
Financial 9.72%
Healthcare 15.62%
Services 14.26%
Technology 19.2%
Transportation 0.49%
Utilities

121 Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LENDINGTREE INC NEW COM 9,031 580 6.86 100,936
LIGAND PHARMACEUTICALS INC COM NEW 8,238 4,445 117.15 68,160
INC RESH HLDGS INC CL A 7,118 -5 (0.07) 147,886
STERIS PLC SHS USD 6,250 1,986 46.56 88,438
EURONET WORLDWIDE INC COM 5,433 -50 (0.92) 70,472
ULTIMATE SOFTWARE GROUP INC COM 5,101 -56 (1.09) 25,946
TYLER TECHNOLOGIES INC COM 5,030 -48 (0.94) 34,357
U S CONCRETE INC COM NEW 4,600 738 19.10 74,475
COSTAR GROUP INC COM 4,439 -48 (1.08) 22,499
NAUTILUS INC COM 4,279 -42 (0.97) 242,557
FABRINET SHS 4,105 4,105 New 128,397
PAYCOM SOFTWARE INC COM 4,101 2,402 141.34 107,337
CANTEL MEDICAL CORP COM 3,850 40 1.06 57,465
SKECHERS U S A INC CL A 3,646 1,007 38.16 110,322
TRANSDIGM GROUP INC COM 3,644 -39 (1.06) 15,992
AMN HEALTHCARE SERVICES INC COM 3,543 1,152 48.16 99,781
PROOFPOINT INC COM 3,541 1,807 104.23 60,786
CAMBREX CORP COM 3,511 3,511 New 72,773
HESKA CORP COM RESTRC NEW 3,498 374 11.98 114,304
RUBICON PROJ INC COM 3,494 -10 (0.29) 180,407


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