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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 (2015Q2)
Portfolio Summary: 98 holdings with a total value of $378,261,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 APPLE INC 90,015 11,290,000 2.98%
2 GIGAMON INC 288,514 9,518,000 2.52%
3 AMN HEALTHCARE SERVICES INC 291,696 9,215,000 2.44%
4 AMAZON COM INC 18,734 8,132,000 2.15%
5 Cynosure Inc 209,899 8,098,000 2.14%
6 MGIC INVT CORP WIS 675,477 7,687,000 2.03%
7 DYCOM INDS INC COM 125,497 7,385,000 1.95%
8 ACUITY BRANDS INC 40,664 7,319,000 1.93%
9 CHINA BIOLOGIC PRODS INC 62,866 7,240,000 1.91%
10 Integrated Device Technology I 332,612 7,218,000 1.91%
11 INFOBLOX INC 273,855 7,178,000 1.90%
12 MOLINA HEALTHCARE INC 96,824 6,807,000 1.80%
13 PALO ALTO NETWORKS 38,730 6,766,000 1.79%
14 ELECTRONIC ARTS INC 99,335 6,606,000 1.75%
15 INFINERA CORPORATION COM 313,307 6,573,000 1.74%
16 ELLIE MAE INCORPORATED 93,713 6,540,000 1.73%
17 ICON PLC 95,763 6,445,000 1.70%
18 VCA INCORPORATED 116,819 6,356,000 1.68%
19 EPAM SYS INC 88,646 6,314,000 1.67%
20 UNITEDHEALTH GROUP INC 51,693 6,307,000 1.67%
21 CRITEO SA 125,016 5,960,000 1.58%
22 MOHAWK INDS 30,802 5,880,000 1.55%
23 AMSURG CORP 82,550 5,774,000 1.53%
24 PAYCOM SOFTWARE INC 164,149 5,606,000 1.48%
25 VISTEON CORP COM NEW 51,713 5,429,000 1.44%
26 ALLERGAN PLC 17,843 5,415,000 1.43%
27 NORWEGIAN CRUISE LINE HLDG LTD SHS 92,154 5,164,000 1.37%
28 BLACKBAUD INC COM 90,627 5,161,000 1.36%
29 SKYWORKS SOLUTIONS INC 48,035 5,000,000 1.32%
30 DAVE & BUSTERS ENTMT INC COM 137,523 4,963,000 1.31%
31 COMSCORE INC 92,775 4,941,000 1.31%
32 STARBUCKS CORP 88,506 4,745,000 1.25%
33 AVAGO TECHNOLOGIES LTD SHS 34,590 4,598,000 1.22%
34 FACEBOOK INC 52,913 4,538,000 1.20%
35 BURLINGTON STORES INC 88,238 4,518,000 1.19%
36 AKORN INC 102,963 4,495,000 1.19%
37 CAESARSTONE LTD 63,274 4,337,000 1.15%
38 REGENERON PHARMACEUTICALS 8,476 4,324,000 1.14%
39 LITHIA MTRS INC COM 38,041 4,305,000 1.14%
40 G III APPAREL GROUP LTD COM 60,567 4,261,000 1.13%
41 STAMPS COM INC COM NEW 56,093 4,127,000 1.09%
42 JONES LANG LASALLE 23,630 4,041,000 1.07%
43 AETNA INC NEW 30,753 3,920,000 1.04%
44 LENDINGTREE INC NEW COM 49,455 3,888,000 1.03%
45 SILICON MOTION TECHNOLOGY CO SPONSORED ADR 112,270 3,886,000 1.03%
46 PEBBLEBROOK HOTEL TR 90,564 3,883,000 1.03%
47 TREX CO INC COM 77,402 3,826,000 1.01%
48 DISNEY WALT CO 32,378 3,696,000 0.98%
49 MANHATTAN ASSOCIATES INC 61,494 3,668,000 0.97%
50 HASBRO INC 48,789 3,649,000 0.96%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-031412, filed 2015.08.13).

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.