Dark
Light
System
Institutional Investment Manager
Timpani Capital Management LLC
Timpani Capital Management LLC (CIK: 0001537558) incorporated in Delaware, located at 10850 West Park Place, Milwaukee, WI. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q3)
Portfolio Summary: 84 holdings with a total value of $251,478,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 DYCOM INDS INC COM 91,604 7,491,000 2.98%
2 LIGAND PHARMACEUTICALS INC 71,562 7,304,000 2.90%
3 LENDINGTREE INC NEW COM 74,861 7,255,000 2.88%
4 NEVRO CORP 62,340 6,508,000 2.59%
5 GIGAMON INC 115,669 6,339,000 2.52%
6 FIVE9 INC 394,679 6,189,000 2.46%
7 CEVA Inc 166,397 5,836,000 2.32%
8 PENUMBRA INC COM 74,584 5,668,000 2.25%
9 Heska Corp 100,248 5,456,000 2.17%
10 LUMENTUM HLDGS INC 128,860 5,382,000 2.14%
11 MASTEC INC 180,137 5,357,000 2.13%
12 NUVASIVE INC COM 78,773 5,251,000 2.09%
13 CommVault Systems Inc 97,515 5,181,000 2.06%
14 SHOPIFY INC 119,183 5,115,000 2.03%
15 COHERENT INC COM 46,134 5,100,000 2.03%
16 FABRINET SHS 112,417 5,013,000 1.99%
17 QUANTA SVCS INC 169,132 4,734,000 1.88%
18 CHILDRENS PL INC NEW COM 58,855 4,701,000 1.87%
19 NEOPHOTONICS CORP 275,169 4,496,000 1.79%
20 TYLER TECHNOLOGIES INC 26,077 4,465,000 1.78%
21 ORBOTECH LTD 148,197 4,388,000 1.74%
22 INOGEN INC COM 71,678 4,294,000 1.71%
23 VAIL RESORTS INC 26,156 4,103,000 1.63%
24 LGI HOMES INC 106,559 3,926,000 1.56%
25 NAUTILUS INC COM 168,483 3,828,000 1.52%
26 GTT COMMUNICATIONS INC COM 162,319 3,819,000 1.52%
27 ABIOMED INC 28,935 3,720,000 1.48%
28 TRANSDIGM GROUP INC COM 12,659 3,660,000 1.46%
29 LogMeIn Inc 40,330 3,645,000 1.45%
30 Cynosure Inc 71,334 3,634,000 1.45%
31 VARONIS SYS INC COM 119,452 3,596,000 1.43%
32 JOHN BEAN TECHNOLOGIES CORP COM 48,415 3,416,000 1.36%
33 ADVANCED ENERGY INDS COM 72,074 3,411,000 1.36%
34 STAMPS COM INC COM NEW 34,803 3,289,000 1.31%
35 OLLIES BARGAIN OUTLET HLDGS IN COM 117,921 3,091,000 1.23%
36 GRANITE CONSTR INC 60,599 3,014,000 1.20%
37 FIVE BELOW INC COM 72,255 2,911,000 1.16%
38 CENTURY CMNTYS INC COM 131,171 2,821,000 1.12%
39 ICU MED INC COM 22,187 2,804,000 1.12%
40 NV5 GLOBAL INC COM 85,489 2,762,000 1.10%
41 CARBONITE INC 176,134 2,705,000 1.08%
42 GLAUKOS CORP 70,003 2,642,000 1.05%
43 PAYCOM SOFTWARE INC 51,838 2,599,000 1.03%
44 EURONET WORLDWIDE INC 31,576 2,584,000 1.03%
45 REALPAGE INC COM 88,472 2,274,000 0.90%
46 AMEDISYS INC COM 47,710 2,263,000 0.90%
47 PRA HEALTH SCIENCES INC 39,607 2,238,000 0.89%
48 BOINGO WIRELESS INC COM 208,700 2,145,000 0.85%
49 SUPERNUS PHARMACEUTICALS INC COM 86,403 2,137,000 0.85%
50 USA TECHNOLOGIES INC COM NO PAR 380,381 2,132,000 0.85%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-16-156207, filed 2016.11.10).

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.