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Magee Thomson Investment Partners LLC

Q4 2016 Holdings

Filed 2017-01-25 | 100 holdings | $39.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Align Technology, Inc.(ALGN)COM016255101$16.6M172,80042.4%
Adobe Systems Incorporate(ADBE)COM00724F101$14.5M140,80037.0%
Alibaba Group Holding LTD(BABA)ADR01609W102$7.9M89,40020.0%
Mastercard Incorporated C(MA)CL A57636Q104$17.1K165,5000.0%
Celgene Corporation(CELG)COM151020104$16.8K144,8000.0%
Applied Materials, Inc.(AMAT)COM038222105$16.2K502,6000.0%
Microsoft Corporation(MSFT)COM594918104$15.0K241,7500.0%
Visa Inc. Class A(V)CL A92826C839$12.6K162,0000.0%
Equinix, Inc.(EQIX)COM29444U700$12.2K34,0700.0%
Amazon.com, Inc.(AMZN)COM023135106$12.0K16,0100.0%
West Pharmaceutical Servi(WST)COM955306105$11.9K140,0000.0%
Charles Schwab Corporatio(SCHW)COM808513105$11.3K286,6000.0%
O'reilly Automotive, Inc.(ORLY)COM67103H107$10.2K36,8000.0%
Servicenow, Inc.(NOW)COM81762P102$9.8K132,2000.0%
Masco Corporation(MAS)COM574599106$9.7K306,0000.0%
Zions Bancorporation(ZION)COM989701107$8.9K206,4000.0%
Flex Ltd.(FLEX)COMY2573F102$8.8K615,4000.0%
Facebook, Inc. Class A(META)CL A30303M102$8.6K74,4600.0%
Diamondback Energy, Inc.(FANG)COM25278X109$8.4K83,4400.0%
Salesforce.com, Inc.(CRM)COM79466L302$8.3K120,9000.0%
Vulcan Materials Company(VMC)COM929160109$7.7K61,2700.0%
Macom Technology Solution(MTSI)COM55405Y100$7.5K161,3400.0%
Mobileye N.V.COMN51488117$7.3K192,5000.0%
Glaukos Corp(GKOS)COM377322102$6.2K179,6970.0%
Arista Networks, Inc.(ANETEUR)COM040413106$6.0K61,7200.0%
Acuity Brands, Inc.(AYI)COM00508Y102$6.0K25,8400.0%
Ultimate Software Group,COM90385D107$5.3K29,3000.0%
Splunk Inc.(SPLKCHF)COM848637104$5.3K104,2000.0%
U.S. Concrete, Inc.(USCR)COM90333L201$2230.0%
Q2 Holdings, Inc.(QTWO)COM74736L109$2550.0%
Mindbody, Inc. Class ACL A60255W105$2830.0%
Avianca Holdings SA SponsADR05367G100$21640.0%
Boingo Wireless, Inc.(WIFI)COM09739C102$21350.0%
Evolution Petroleum Corpo(EPM)COM30049A107$21560.0%
Franklin Financial NetworCOM35352P104$2390.0%
IES Holdings, Inc.(IESC)COM44951W106$2790.0%
Installed Building Produc(IBP)COM45780R101$2370.0%
Allied Motion Technologie(ALNT)COM019330109$2720.0%
Cerus Corporation(CERS)COM157085101$11980.0%
A10 Networks, Inc.(ATEN)COM002121101$11310.0%
Argan, Inc.(AGX)COM04010E109$1130.0%
Century Casinos, Inc.(CNTY)COM156492100$11820.0%
ANI Pharmaceuticals, Inc.(ANIP)COM00182C103$1170.0%
Cross Country Healthcare,(CCRN)COM227483104$1860.0%
Five9, Inc.(FIVN)COM338307101$1610.0%
Flexion Therapeutics, IncCOM33938J106$1700.0%
Oclaro, Inc.COM67555N206$11490.0%
Eagle Pharmaceuticals, in(EGRX)COM269796108$1150.0%
Golden Entertainment, Inc(GDEN)COM381013101$1870.0%
Gridsum Holding, Inc. SPOCOM398132100$1720.0%
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