# Timpani Capital Management LLC

> Institutional holdings reported to the SEC as of Q1 2019 on Form 13F. CIK 1537558. Source: https://holderbook.com/funds/1537558-timpani-capital-management-llc/

- Reported value: $209.2M
- Positions: 91
- Weight of the ten largest: 25.2%
- Filed: 2019-05-10

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| CHEGG INC | [CHGG](https://holderbook.com/stocks/CHGG/) | $6.5M | 170,466 | 3.1% | 2 |
| INGEVITY CORP | [NGVT](https://holderbook.com/stocks/NGVT/) | $6.2M | 58,991 | 3.0% | 2 |
| TANDEM DIABETES CARE INC | [TNDM](https://holderbook.com/stocks/TNDM/) | $5.5M | 85,946 | 2.6% | 2 |
| FIVE9 INC | [FIVN](https://holderbook.com/stocks/FIVN/) | $5.4M | 103,011 | 2.6% | 2 |
| MERIT MED SYS INC | [MMSI](https://holderbook.com/stocks/MMSI/) | $5.4M | 87,508 | 2.6% | 2 |
| PLANET FITNESS MASTER ISSUER | [PLNT](https://holderbook.com/stocks/PLNT/) | $5.2M | 75,851 | 2.5% | 2 |
| REALPAGE INC | [RP](https://holderbook.com/stocks/RP/) | $4.7M | 77,204 | 2.2% | 2 |
| 2U INC | [TWOU](https://holderbook.com/stocks/TWOU/) | $4.6M | 65,041 | 2.2% | 2 |
| STRATEGIC ED INC | [STRA](https://holderbook.com/stocks/STRA/) | $4.6M | 35,086 | 2.2% | 2 |
| ARRAY BIOPHARMA INC | [ARRY](https://holderbook.com/stocks/ARRY/) | $4.6M | 187,268 | 2.2% | 1 |
| RINGCENTRAL INC | [RNG](https://holderbook.com/stocks/RNG/) | $4.4M | 40,553 | 2.1% | 2 |
| CAREDX INC | [CDNA](https://holderbook.com/stocks/CDNA/) | $4.3M | 136,167 | 2.1% | 2 |
| LHC GROUP INC | [LHCG](https://holderbook.com/stocks/LHCG/) | $4.3M | 38,569 | 2.0% | 2 |
| VERICEL CORP | [VCEL](https://holderbook.com/stocks/VCEL/) | $4.2M | 238,013 | 2.0% | 2 |
| LENDINGTREE INC | [TREE](https://holderbook.com/stocks/TREE/) | $4.1M | 11,625 | 2.0% | 1 |
| SOUNDTHINKING INC | [SSTI](https://holderbook.com/stocks/SSTI/) | $4.1M | 105,746 | 2.0% | 2 |
| WORKIVA INC | [WK](https://holderbook.com/stocks/WK/) | $4.0M | 78,395 | 1.9% | 1 |
| MERCURY SYS INC | [MRCY](https://holderbook.com/stocks/MRCY/) | $3.6M | 56,279 | 1.7% | 2 |
| HEICO CORP NEW | [HEI](https://holderbook.com/stocks/HEI/) | $3.6M | 37,917 | 1.7% | 2 |
| WNS HLDGS LTD | [WNSXXXX](https://holderbook.com/stocks/WNSXXXX/) | $3.5M | 65,684 | 1.7% | 2 |
| GRAND CANYON ED INC | [LOPE](https://holderbook.com/stocks/LOPE/) | $3.2M | 27,954 | 1.5% | 2 |
| TPI COMPOSITES INC | [TPICQ](https://holderbook.com/stocks/TPICQ/) | $3.1M | 107,366 | 1.5% | 2 |
| ZSCALER INC | [ZS](https://holderbook.com/stocks/ZS/) | $3.0M | 42,726 | 1.4% | 1 |
| BJS WHSL CLUB HLDGS INC | [BJ](https://holderbook.com/stocks/BJ/) | $3.0M | 108,889 | 1.4% | 2 |
| GLAUKOS CORP | [GKOS](https://holderbook.com/stocks/GKOS/) | $2.9M | 37,394 | 1.4% | 1 |
| EURONET WORLDWIDE INC | [EEFT](https://holderbook.com/stocks/EEFT/) | $2.9M | 20,303 | 1.4% | 2 |
| OMNICELL COM | [OMCL](https://holderbook.com/stocks/OMCL/) | $2.8M | 34,105 | 1.3% | 2 |
| WRIGHT MED GROUP N V | [WMGI](https://holderbook.com/stocks/WMGI/) | $2.8M | 87,627 | 1.3% | 2 |
| NOVANTA INC | [NOVT](https://holderbook.com/stocks/NOVT/) | $2.7M | 32,372 | 1.3% | 1 |
| CHART INDS INC | [GTLS](https://holderbook.com/stocks/GTLS/) | $2.7M | 29,917 | 1.3% | 1 |
| EVERBRIDGE INC | [EVBG](https://holderbook.com/stocks/EVBG/) | $2.7M | 35,967 | 1.3% | 2 |
| OLD DOMINION FREIGHT LINE IN | [ODFL](https://holderbook.com/stocks/ODFL/) | $2.7M | 18,662 | 1.3% | 2 |
| VERACYTE INC | [VCYT](https://holderbook.com/stocks/VCYT/) | $2.7M | 106,965 | 1.3% | 2 |
| SIMPLY GOOD FOODS CO | [SMPL](https://holderbook.com/stocks/SMPL/) | $2.6M | 127,229 | 1.3% | 2 |
| AMEDISYS INC | [AMED](https://holderbook.com/stocks/AMED/) | $2.6M | 20,817 | 1.2% | 2 |
| TWILIO INC | [TWLO](https://holderbook.com/stocks/TWLO/) | $2.5M | 19,673 | 1.2% | 2 |
| GDS HLDGS LTD | [GDS](https://holderbook.com/stocks/GDS/) | $2.5M | 70,711 | 1.2% | 2 |
| APPFOLIO INC | [APPF](https://holderbook.com/stocks/APPF/) | $2.4M | 30,204 | 1.1% | 1 |
| FUNKO INC | [FNKO](https://holderbook.com/stocks/FNKO/) | $2.4M | 110,346 | 1.1% | 1 |
| PLAYAGS INC | [AGS](https://holderbook.com/stocks/AGS/) | $2.4M | 100,172 | 1.1% | 2 |
| PENUMBRA INC | [PEN](https://holderbook.com/stocks/PEN/) | $2.4M | 16,234 | 1.1% | 2 |
| THE TRADE DESK INC | [TTD](https://holderbook.com/stocks/TTD/) | $2.3M | 11,698 | 1.1% | 1 |
| TACTILE SYS TECHNOLOGY INC | [TCMD](https://holderbook.com/stocks/TCMD/) | $2.3M | 43,911 | 1.1% | 2 |
| GLU MOBILE INC | [GLUU](https://holderbook.com/stocks/GLUU/) | $2.1M | 195,264 | 1.0% | 2 |
| NOODLES & CO | [NDLS](https://holderbook.com/stocks/NDLS/) | $2.1M | 306,879 | 1.0% | 2 |
| TOPBUILD COR | [BLD](https://holderbook.com/stocks/BLD/) | $1.9M | 29,788 | 0.9% | 1 |
| CABOT MICROELECTRONICS CORP | [CCMPXXXX](https://holderbook.com/stocks/CCMPXXXX/) | $1.8M | 16,113 | 0.9% | 2 |
| NICE LTD | [NICE](https://holderbook.com/stocks/NICE/) | $1.8M | 14,289 | 0.8% | 2 |
| ADDUS HOMECARE CORP | [ADUS](https://holderbook.com/stocks/ADUS/) | $1.6M | 25,693 | 0.8% | 2 |
| INSPIRE MED SYS INC | [INSP](https://holderbook.com/stocks/INSP/) | $1.6M | 28,766 | 0.8% | 1 |
| MASTEC INC | [MTZ](https://holderbook.com/stocks/MTZ/) | $1.6M | 32,485 | 0.7% | 1 |
| PIVOTAL SOFTWARE INC | [PVTL](https://holderbook.com/stocks/PVTL/) | $1.6M | 74,798 | 0.7% | 1 |
| OLLIES BARGAIN OUTLET HLDGS | [OLLI](https://holderbook.com/stocks/OLLI/) | $1.5M | 18,018 | 0.7% | 2 |
| LIVERAMP HLDGS INC | [RAMP](https://holderbook.com/stocks/RAMP/) | $1.5M | 28,103 | 0.7% | 1 |
| TELADOC HEALTH INC | [TDOC](https://holderbook.com/stocks/TDOC/) | $1.5M | 26,851 | 0.7% | 2 |
| WILLDAN GROUP INC | [WLDN](https://holderbook.com/stocks/WLDN/) | $1.4M | 38,258 | 0.7% | 2 |
| TREX INC | [TREX](https://holderbook.com/stocks/TREX/) | $1.4M | 22,823 | 0.7% | 1 |
| CORE LABORATORIES N V | [CLB](https://holderbook.com/stocks/CLB/) | $1.4M | 20,103 | 0.7% | 1 |
| TREEHOUSE FOODS INC | [THS](https://holderbook.com/stocks/THS/) | $1.4M | 21,104 | 0.7% | 2 |
| OPTIMIZERX CORP | [OPRX](https://holderbook.com/stocks/OPRX/) | $1.3M | 105,057 | 0.6% | 2 |
| LOVESAC CO | [LOVE](https://holderbook.com/stocks/LOVE/) | $1.3M | 47,178 | 0.6% | 2 |
| BOOT BARN HLDGS INC | [BOOT](https://holderbook.com/stocks/BOOT/) | $1.3M | 43,769 | 0.6% | 2 |
| PARETEUM CORP | [TEUM](https://holderbook.com/stocks/TEUM/) | $1.3M | 275,536 | 0.6% | 1 |
| BENEFITFOCUS INC | [BNFT](https://holderbook.com/stocks/BNFT/) | $1.2M | 24,953 | 0.6% | 1 |
| RADWARE LTD | [RDWR](https://holderbook.com/stocks/RDWR/) | $1.2M | 46,123 | 0.6% | 2 |
| BOINGO WIRELESS INC | [WIFI](https://holderbook.com/stocks/WIFI/) | $1.2M | 50,861 | 0.6% | 2 |
| LGI HOMES INC | [LGIH](https://holderbook.com/stocks/LGIH/) | $1.2M | 19,386 | 0.6% | 1 |
| SMARTSHEET INC | [SMAR](https://holderbook.com/stocks/SMAR/) | $1.1M | 27,693 | 0.5% | 1 |
| BG STAFFING INC | [BGSFXXXX](https://holderbook.com/stocks/BGSFXXXX/) | $1.1M | 51,636 | 0.5% | 2 |
| NV5 GLOBAL INC | [NVEE](https://holderbook.com/stocks/NVEE/) | $1.1M | 18,919 | 0.5% | 2 |
| CENTURY COMMUNITIES INC | [CCS](https://holderbook.com/stocks/CCS/) | $1.1M | 46,753 | 0.5% | 1 |
| SAILPOINT TECHNOLOGIES HLDGS | [SAIL](https://holderbook.com/stocks/SAIL/) | $1.1M | 37,839 | 0.5% | 1 |
| EVERPURE INC | [P](https://holderbook.com/stocks/P/) | $1.1M | 48,770 | 0.5% | 1 |
| LPL FINL HLDGS INC | [LPLA](https://holderbook.com/stocks/LPLA/) | $1.0M | 14,826 | 0.5% | 2 |
| WORLD KINECT CORPORATION | [WKC](https://holderbook.com/stocks/WKC/) | $1.0M | 35,392 | 0.5% | 1 |
| IRADIMED CORP | [IRMD](https://holderbook.com/stocks/IRMD/) | $963.0K | 34,288 | 0.5% | 2 |
| MATADOR RES CO | [MTDR](https://holderbook.com/stocks/MTDR/) | $962.0K | 49,752 | 0.5% | 1 |
| INSULET CORP | [PODD](https://holderbook.com/stocks/PODD/) | $918.0K | 9,658 | 0.4% | 2 |
| MEET GROUP INC | [MEET](https://holderbook.com/stocks/MEET/) | $896.0K | 178,046 | 0.4% | 2 |
| MIMECAST LTD | [MIME](https://holderbook.com/stocks/MIME/) | $734.0K | 15,503 | 0.4% | 2 |
| R1 RCM INC | [RCM](https://holderbook.com/stocks/RCM/) | $731.0K | 75,620 | 0.3% | 2 |
| PETIQ INC | [PETQ](https://holderbook.com/stocks/PETQ/) | $718.0K | 22,851 | 0.3% | 2 |
| ALLIENT INC | [ALNT](https://holderbook.com/stocks/ALNT/) | $623.0K | 18,117 | 0.3% | 2 |
| CANADA GOOSE HLDGS INC | [GOOS](https://holderbook.com/stocks/GOOS/) | $563.0K | 11,722 | 0.3% | 2 |
| FARFETCH LTD | [FTCHQ](https://holderbook.com/stocks/FTCHQ/) | $545.0K | 20,264 | 0.3% | 1 |
| ENSIGN GROUP INC | [ENSG](https://holderbook.com/stocks/ENSG/) | $538.0K | 10,502 | 0.3% | 1 |
| FOX FACTORY HLDG CORP | [FOXF](https://holderbook.com/stocks/FOXF/) | $524.0K | 7,498 | 0.3% | 1 |
| FLUENT INC | [FLNT](https://holderbook.com/stocks/FLNT/) | $407.0K | 72,426 | 0.2% | 1 |
| YETI HLDGS INC | [YETI](https://holderbook.com/stocks/YETI/) | $399.0K | 13,186 | 0.2% | 1 |
| EGAIN CORP | [EGAN](https://holderbook.com/stocks/EGAN/) | $284.0K | 27,200 | 0.1% | 1 |
| DIGITAL TURBINE INC | [APPS](https://holderbook.com/stocks/APPS/) | $207.0K | 59,099 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q1 2019 | +15.2% | +13.0% | +2.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q1 2019 | $209.2M | 91 |
| Q4 2018 | $178.3M | 86 |