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Institutional Investment Manager
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC (CIK: 0000938506) incorporated in California, located at 201 North Civic Center Drive, Suite 190, Walnut Creek, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q1)
Portfolio Summary: 114 holdings with a total value of $399,772,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 JETBLUE AIRWAYS CORP 645,147 12,419,000 3.11%
2 APPLE INC 90,444 11,254,000 2.82%
3 SUPER MICRO COMPUTER INC 281,044 9,333,000 2.33%
4 INTEGRATED DEVICE TECH INC 441,778 8,844,000 2.21%
5 NXP SEMICONDUCTORS N V 75,824 7,610,000 1.90%
6 HEALTH NET INC 122,747 7,425,000 1.86%
7 ICON PLC 101,727 7,175,000 1.79%
8 VCA INC 124,135 6,805,000 1.70%
9 TRINET GROUP INC 193,072 6,802,000 1.70%
10 STERIS CORP 95,280 6,695,000 1.67%
11 BURLINGTON STORES INC 112,111 6,662,000 1.67%
12 CONSTANT CONTACT INC 161,419 6,168,000 1.54%
13 MEDIVATION INC 46,253 5,970,000 1.49%
14 DOLLAR TREE INC 72,565 5,888,000 1.47%
15 MARRIOTT VACATIONS WORLD 70,863 5,743,000 1.44%
16 AVAGO TECHNOLOGIES 44,714 5,678,000 1.42%
17 KNIGHT TRANSPORTATION INC 174,261 5,620,000 1.41%
18 AMN HEALTHCARE SERVICES INC 234,840 5,418,000 1.36%
19 TREX COMPANY INC 99,296 5,415,000 1.35%
20 ELLIE MAE INC 96,532 5,339,000 1.34%
21 BIOGEN IDEC INC 12,581 5,312,000 1.33%
22 VISTEON CORP 54,712 5,274,000 1.32%
23 FACEBOOK INC CL A 64,032 5,264,000 1.32%
24 AKORN INC 109,114 5,184,000 1.30%
25 INFOBLOX INC 214,795 5,127,000 1.28%
26 WHIRLPOOL CORP 25,006 5,053,000 1.26%
27 COMSCORE INC 98,493 5,043,000 1.26%
28 MACOM TECH SOLUTIONS HLDGS I 134,639 5,017,000 1.25%
29 APOGEE ENTERPRISES INC 113,408 4,899,000 1.23%
30 CENTENE CORP 67,785 4,792,000 1.20%
31 TABLEAU SOFTWARE INC CL A 49,995 4,626,000 1.16%
32 BLACKBAUD INC 96,060 4,551,000 1.14%
33 PALO ALTO NETWORKS INC 30,958 4,522,000 1.13%
34 PEBBLEBROOK HOTEL TR 96,122 4,476,000 1.12%
35 QUALYS INC 95,235 4,427,000 1.11%
36 RLJ LODGING TR 140,224 4,390,000 1.10%
37 MCKESSON CORP COM 19,007 4,299,000 1.08%
38 SBA COMMUNICATIONS CORP 36,114 4,229,000 1.06%
39 SKECHERS USA INC CL A 57,944 4,167,000 1.04%
40 UNION PACIFIC CORP 37,478 4,059,000 1.02%
41 HANESBRANDS INC 121,064 4,057,000 1.01%
42 JONES LANG LASALLE INC 23,766 4,050,000 1.01%
43 TARGET CORP 49,091 4,029,000 1.01%
44 UNITEDHEALTH GROUP INC 32,214 3,811,000 0.95%
45 CELGENE CORP 32,900 3,793,000 0.95%
46 GREENBRIER COS INC 63,357 3,675,000 0.92%
47 QORVO INC 45,952 3,662,000 0.92%
48 G III APPAREL GROUP LTD 32,101 3,616,000 0.90%
49 CVS HEALTH CORP 34,963 3,609,000 0.90%
50 SELECT COMFORT CORPORATION 104,575 3,605,000 0.90%
Page 1 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-018112, filed 2015.05.07).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.