TIMPANI CAPITAL MANAGEMENT LLC
10850 WEST PARK PLACE, MILWAUKEE, Wisconsin, 53224, (847) 509-9860
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 109 |
| New Positions | 27 |
| Increased Positions | 50 |
| Decreased Positions | 44 |
| Positions with Activity | 94 |
| Sold Out Positions | 20 |
| Total Mkt Value (in $ millions) |
162 |
Sector Weighting
| Basic Materials | 1.64% |
| Capital Goods | 16.97% |
| Conglomerates | 0.48% |
| Consumer Cyclical | 1.61% |
| Consumer/Non-Cyclical | 0.74% |
| Energy | 5.16% |
| Financial | 5.21% |
| Healthcare | 15.6% |
| Services | 31.21% |
| Technology | 18.89% |
| Transportation | 2.48% |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
27 New Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| MAGNACHIP SEMICONDUCTOR CORP N | COM | 2,183 | 2,183 | New | 124,289 |
| LANNET INC | COM | 2,097 | 2,097 | New | 164,584 |
| DRIL-QUIP INC | COM | 1,945 | 1,945 | New | 21,392 |
| FIVE BELOW INC | COM | 1,772 | 1,772 | New | 47,163 |
| PROTO LABS INC | COM | 1,558 | 1,558 | New | 28,923 |
| COMPUTER TASK GROUP INC | COM | 1,485 | 1,485 | New | 65,351 |
| LIFELOCK INC | COM | 1,453 | 1,453 | New | 136,593 |
| PERFORMANT FINL CORP | COM | 1,408 | 1,408 | New | 134,121 |
| HEALTH INS INNOVATIONS INC | COM CL A | 1,070 | 1,070 | New | 110,847 |
| CARDIOVASCULAR SYS INC DEL | COM | 1,064 | 1,064 | New | 55,318 |
| CEVA INC | COM | 962 | 962 | New | 59,389 |
| SYNERGY RES CORP | COM | 947 | 947 | New | 140,332 |
| NUMEREX CORP PA | CL A | 925 | 925 | New | 90,000 |
| TRI POINTE HOMES INC | COM | 891 | 891 | New | 49,258 |
| ECHO GLOBAL LOGISTICS INC | COM | 889 | 889 | New | 48,757 |
| SODASTREAM INTERNATIONAL LTD | USD SHS | 869 | 869 | New | 14,017 |
| H & E EQUIPMENT SERVICES INC | COM | 853 | 853 | New | 39,093 |
| EXONE CO | COM | 782 | 782 | New | 17,372 |
| NATIONAL FINL PARTNERS CORP | COM | 772 | 772 | New | 30,690 |
| ARCTIC CAT INC | COM | 756 | 756 | New | 16,074 |
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