Timpani Capital Management LLC
Reported holdings as of Q1 2019, from 2 quarterly filings.
This filer last reported in Q1 2019; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| CHEGG INC | CHGG | $6.5M | 170,466 | +0.31pp | 2q | -3.0%-$197.8K | |
| INGEVITY CORP | NGVT | $6.2M | 58,991 | -0.10pp | 2q | -9.9%-$686.9K | |
| TANDEM DIABETES CARE INC | TNDM | $5.5M | 85,946 | +1.39pp | 2q | +49.7%+$1.8M | |
| FIVE9 INC | FIVN | $5.4M | 103,011 | -0.32pp | 2q | -13.5%-$851.4K | |
| MERIT MED SYS INC | MMSI | $5.4M | 87,508 | -0.85pp | 2q | -20.3%-$1.4M | |
| PLANET FITNESS MASTER ISSUER | PLNT | $5.2M | 75,851 | +0.32pp | 2q | +5.0%+$247.4K | |
| REALPAGE INC | RP | $4.7M | 77,204 | +0.54pp | 2q | +22.5%+$861.1K | |
| 2U INC | TWOU | $4.6M | 65,041 | +0.83pp | 2q | +32.0%+$1.1M | |
| STRATEGIC ED INC | STRA | $4.6M | 35,086 | -0.28pp | 2q | -10.0%-$510.3K | |
| ARRAY BIOPHARMA INC | ARRY | $4.6M | 187,268 | - | new | NEW | |
| RINGCENTRAL INC | RNG | $4.4M | 40,553 | -0.59pp | 2q | -29.9%-$1.9M | |
| CAREDX INC | CDNA | $4.3M | 136,167 | +0.32pp | 2q | +11.0%+$424.6K | |
| LHC GROUP INC | LHCG | $4.3M | 38,569 | -0.74pp | 2q | -27.0%-$1.6M | |
| VERICEL CORP | VCEL | $4.2M | 238,013 | -0.40pp | 2q | -3.0%-$128.7K | |
| LENDINGTREE INC | TREE | $4.1M | 11,625 | - | new | NEW | |
| SOUNDTHINKING INC | SSTI | $4.1M | 105,746 | +0.23pp | 2q | +7.7%+$292.7K | |
| WORKIVA INC | WK | $4.0M | 78,395 | - | new | NEW | |
| MERCURY SYS INC | MRCY | $3.6M | 56,279 | +0.19pp | 2q | -3.0%-$110.1K | |
| HEICO CORP NEW | HEI | $3.6M | 37,917 | +0.02pp | 2q | -3.1%-$116.1K | |
| WNS HLDGS LTD | WNSXXXX | $3.5M | 65,684 | -0.13pp | 2q | -15.5%-$644.0K | |
| GRAND CANYON ED INC | LOPE | $3.2M | 27,954 | -0.08pp | 2q | -6.6%-$224.9K | |
| TPI COMPOSITES INC | TPICQ | $3.1M | 107,366 | +0.26pp | 2q | +22.2%+$558.1K | |
| ZSCALER INC | ZS | $3.0M | 42,726 | - | new | NEW | |
| BJS WHSL CLUB HLDGS INC | BJ | $3.0M | 108,889 | +0.01pp | 2q | -4.4%-$138.0K | |
| GLAUKOS CORP | GKOS | $2.9M | 37,394 | - | new | NEW | |
| EURONET WORLDWIDE INC | EEFT | $2.9M | 20,303 | +0.27pp | 2q | +4.8%+$133.0K | |
| OMNICELL COM | OMCL | $2.8M | 34,105 | -0.02pp | 2q | -12.5%-$392.6K | |
| WRIGHT MED GROUP N V | WMGI | $2.8M | 87,627 | +0.13pp | 2q | +12.7%+$311.2K | |
| NOVANTA INC | NOVT | $2.7M | 32,372 | - | new | NEW | |
| CHART INDS INC | GTLS | $2.7M | 29,917 | - | new | NEW | |
| EVERBRIDGE INC | EVBG | $2.7M | 35,967 | +0.38pp | 2q | +25.7%+$551.0K | |
| OLD DOMINION FREIGHT LINE IN | ODFL | $2.7M | 18,662 | -0.04pp | 2q | -2.9%-$79.3K | |
| VERACYTE INC | VCYT | $2.7M | 106,965 | +0.74pp | 2q | +40.9%+$776.9K | |
| SIMPLY GOOD FOODS CO | SMPL | $2.6M | 127,229 | +0.08pp | 2q | +15.3%+$348.4K | |
| AMEDISYS INC | AMED | $2.6M | 20,817 | +0.60pp | 2q | +117.3%+$1.4M | |
| TWILIO INC | TWLO | $2.5M | 19,673 | +0.21pp | 2q | -2.3%-$60.8K | |
| GDS HLDGS LTD | GDS | $2.5M | 70,711 | +0.94pp | 2q | +246.0%+$1.8M | |
| APPFOLIO INC | APPF | $2.4M | 30,204 | - | new | NEW | |
| FUNKO INC | FNKO | $2.4M | 110,346 | - | new | NEW | |
| PLAYAGS INC | AGS | $2.4M | 100,172 | +0.26pp | 2q | +45.1%+$745.2K | |
| PENUMBRA INC | PEN | $2.4M | 16,234 | -0.41pp | 2q | -28.2%-$936.0K | |
| THE TRADE DESK INC | TTD | $2.3M | 11,698 | - | new | NEW | |
| TACTILE SYS TECHNOLOGY INC | TCMD | $2.3M | 43,911 | -0.30pp | 2q | -20.2%-$585.4K | |
| GLU MOBILE INC | GLUU | $2.1M | 195,264 | +0.32pp | 2q | +25.7%+$436.1K | |
| NOODLES & CO | NDLS | $2.1M | 306,879 | -0.32pp | 2q | -8.5%-$193.4K | |
| TOPBUILD COR | BLD | $1.9M | 29,788 | - | new | NEW | |
| CABOT MICROELECTRONICS CORP | CCMPXXXX | $1.8M | 16,113 | +0.50pp | 2q | +139.4%+$1.1M | |
| NICE LTD | NICE | $1.8M | 14,289 | -0.36pp | 2q | -27.5%-$664.8K | |
| ADDUS HOMECARE CORP | ADUS | $1.6M | 25,693 | -1.08pp | 2q | -47.4%-$1.5M | |
| INSPIRE MED SYS INC | INSP | $1.6M | 28,766 | - | new | NEW | |
| MASTEC INC | MTZ | $1.6M | 32,485 | - | new | NEW | |
| PIVOTAL SOFTWARE INC | PVTL | $1.6M | 74,798 | - | new | NEW | |
| OLLIES BARGAIN OUTLET HLDGS | OLLI | $1.5M | 18,018 | -0.48pp | 2q | -44.9%-$1.3M | |
| LIVERAMP HLDGS INC | RAMP | $1.5M | 28,103 | - | new | NEW | |
| TELADOC HEALTH INC | TDOC | $1.5M | 26,851 | +0.19pp | 2q | +43.1%+$449.9K | |
| WILLDAN GROUP INC | WLDN | $1.4M | 38,258 | -0.05pp | 2q | +3.1%+$42.4K | |
| TREX INC | TREX | $1.4M | 22,823 | - | new | NEW | |
| CORE LABORATORIES N V | CLB | $1.4M | 20,103 | - | new | NEW | |
| TREEHOUSE FOODS INC | THS | $1.4M | 21,104 | +0.24pp | 2q | +47.7%+$440.1K | |
| OPTIMIZERX CORP | OPRX | $1.3M | 105,057 | -0.03pp | 2q | -3.3%-$45.6K | |
| LOVESAC CO | LOVE | $1.3M | 47,178 | flat | 2q | -2.9%-$38.5K | |
| BOOT BARN HLDGS INC | BOOT | $1.3M | 43,769 | +0.18pp | 2q | -3.1%-$40.8K | |
| PARETEUM CORP | TEUM | $1.3M | 275,536 | - | new | NEW | |
| BENEFITFOCUS INC | BNFT | $1.2M | 24,953 | - | new | NEW | |
| RADWARE LTD | RDWR | $1.2M | 46,123 | -0.12pp | 2q | -16.2%-$232.2K | |
| BOINGO WIRELESS INC | WIFI | $1.2M | 50,861 | +0.08pp | 2q | +21.1%+$206.2K | |
| LGI HOMES INC | LGIH | $1.2M | 19,386 | - | new | NEW | |
| SMARTSHEET INC | SMAR | $1.1M | 27,693 | - | new | NEW | |
| BG STAFFING INC | BGSFXXXX | $1.1M | 51,636 | -0.20pp | 2q | -19.1%-$265.6K | |
| NV5 GLOBAL INC | NVEE | $1.1M | 18,919 | -0.30pp | 2q | -23.7%-$348.4K | |
| CENTURY COMMUNITIES INC | CCS | $1.1M | 46,753 | - | new | NEW | |
| SAILPOINT TECHNOLOGIES HLDGS | SAIL | $1.1M | 37,839 | - | new | NEW | |
| EVERPURE INC | P | $1.1M | 48,770 | - | new | NEW | |
| LPL FINL HLDGS INC | LPLA | $1.0M | 14,826 | -0.03pp | 2q | -2.9%-$31.3K | |
| WORLD KINECT CORPORATION | WKC | $1.0M | 35,392 | - | new | NEW | |
| IRADIMED CORP | IRMD | $963.0K | 34,288 | -0.11pp | 2q | -17.7%-$206.8K | |
| MATADOR RES CO | MTDR | $962.0K | 49,752 | - | new | NEW | |
| INSULET CORP | PODD | $918.0K | 9,658 | -0.68pp | 2q | -61.6%-$1.5M | |
| MEET GROUP INC | MEET | $896.0K | 178,046 | +0.09pp | 2q | +35.0%+$232.3K | |
| MIMECAST LTD | MIME | $734.0K | 15,503 | +0.05pp | 2q | -2.8%-$21.1K | |
| R1 RCM INC | RCM | $731.0K | 75,620 | -0.36pp | 2q | -52.2%-$799.3K | |
| PETIQ INC | PETQ | $718.0K | 22,851 | -0.39pp | 2q | -59.1%-$1.0M | |
| ALLIENT INC | ALNT | $623.0K | 18,117 | -0.59pp | 2q | -48.7%-$592.4K | |
| CANADA GOOSE HLDGS INC | GOOS | $563.0K | 11,722 | -1.10pp | 2q | -79.0%-$2.1M | |
| FARFETCH LTD | FTCHQ | $545.0K | 20,264 | - | new | NEW | |
| ENSIGN GROUP INC | ENSG | $538.0K | 10,502 | - | new | NEW | |
| FOX FACTORY HLDG CORP | FOXF | $524.0K | 7,498 | - | new | NEW | |
| FLUENT INC | FLNT | $407.0K | 72,426 | - | new | NEW | |
| YETI HLDGS INC | YETI | $399.0K | 13,186 | - | new | NEW | |
| EGAIN CORP | EGAN | $284.0K | 27,200 | - | new | NEW | |
| DIGITAL TURBINE INC | APPS | $207.0K | 59,099 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Software & IT Services | $35.3M | 16.9% |
| Medical Devices | $22.0M | 10.5% |
| Business Services | $18.7M | 8.9% |
| Semiconductors & Electronics | $10.9M | 5.2% |
| Healthcare Services | $10.6M | 5.1% |
| Retail & Consumer | $9.8M | 4.7% |
| Banks & Lending | $7.0M | 3.3% |
| Chemicals | $6.2M | 3.0% |
| Construction & Building | $5.3M | 2.5% |
| Telecom & Media | $5.2M | 2.5% |
| Biotech & Pharma | $4.2M | 2.0% |
| Autos & Aerospace | $4.1M | 2.0% |
| Other sectors | $17.2M | 8.2% |
| Not classified | $52.7M | 25.2% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q1 2019 | $209.2M | 91 | 33 | 22 | 36 | 28 | 25.2% | 40 |
| Q4 2018 | $178.3M | 86 | 0 | 0 | 0 | 0 | 28.5% | 42 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.