-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, Qr9XaekKE5WnunKg3ZSq2xMbnZ8P2xx93oRY3g34peirMdD7gdv3weSR5BtKbcO6 f/1ZZ3D4dD0F3R2nDP799A== 0001026710-03-000008.txt : 20030725 0001026710-03-000008.hdr.sgml : 20030725 20030725124545 ACCESSION NUMBER: 0001026710-03-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20030630 FILED AS OF DATE: 20030725 EFFECTIVENESS DATE: 20030725 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GRANAHAN INVESTMENT MANAGEMENT INC/MA CENTRAL INDEX KEY: 0001026710 IRS NUMBER: 042856200 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05876 FILM NUMBER: 03802777 BUSINESS ADDRESS: STREET 1: 275 WYMAN STREET STREET 2: SUITE 270 CITY: WALTHAM STATE: MA ZIP: 02451 BUSINESS PHONE: 7818904412 MAIL ADDRESS: STREET 1: 275 WYMAN ST STREET 2: STE 270 CITY: WALTHAM STATE: MA ZIP: 02451 13F-HR 1 gim13f0306.txt 13F FILING FOR JUNE 30, 2003 FORM 13F INFORMATION REQUIRED OF INSTITUTIONAL INVESTMENT MANAGERS PURSUANT TO SECTION 13 (f) OF THE SECURITIES EXCHANGE ACT OF 1934 AND RULES THEREUNDER Securities and Exchange Commission Washington, D.C. 20524 Report of the Calendar Quarter Ending June 30, 2003 If amended report check here: Name of Institutional Investment Manager: Granahan Investment Management, Inc. S.E.C. File Number 28-5876 Business Address: 275 Wyman Street Suite 270 Waltham MA 02451 Street Suite Number City State Zip Name, Phone no. and Title of Person Duly Authorized to Submit this Report: Jane M. White, Executive Vice President (781)890-4412 ATTENTION - Intentional misstatements or omissions of facts constitute Federal Criminal Violations. Sec 18 U.S.C. 1991 and 15 U.S.C. 78 ff(a). The institutional investment manager submitting this Form and its attachments and the person by whom it is signed represent hereby that all information contained therein is true, correct and complete. It is understood that all required items, statements and schedules are considered integral parts of this Form and that the submission of any amendment represents that all unamended items, statements and schedules remain true, correct and complete as previously submitted. Pursuant to the requirements of Securities Exchange Act of 1934, the undersigned institutional investment manager has caused this report to be signed on its behalf in the City of Waltham and State of Massachusetts on the 25th day of June, 2003. Granahan Investment Management, Inc. Name of Institutional Investment Mgr. By: Jane M. White Executive Vice President FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ACTIVCARD CORP COM 00506J107 12042 1277000 SH SOLE 264200 1012800 ADTRAN COM 00738A106 1642 31800 SH SOLE 300 31500 ADVISORY BOARD COM 00762W107 15873 394250 SH SOLE 89100 305150 AG SERVICES OF AMERICA COM 001250109 1402 236000 SH SOLE 31200 204800 AMERICAN EAGLE OUTFITTERS COM 02553E106 9919 539100 SH SOLE 91100 448000 AMERITRADE HOLDING CORP COM 03074K100 592 80000 SH SOLE 80000 ANDRX CORP COM 034553107 15114 757600 SH SOLE 156500 601100 ANN TAYLOR COM 036115103 709 24500 SH SOLE 24500 APPLERA/APPLIED BIOSYS COM 038020103 7612 400000 SH SOLE 400000 APPLERA/CELERA GENOMICS COM 038020202 1430 138600 SH SOLE 1800 136800 APPLIED FILMS COM 038197109 4875 188500 SH SOLE 93200 95300 ARBITRON INC COM 03875Q108 625 17500 SH SOLE 17500 ARROW INT'L COM 042764100 24030 539400 SH SOLE 105900 433500 ARTISAN COMPONENTS COM 042923102 11811 526100 SH SOLE 93000 433100 AVALON BAY COM 053484101 25550 599200 SH SOLE 7200 592000 AVIALL COM 05366B102 6961 612200 SH SOLE 299200 313000 AVOCENT CORP COM 053893103 11379 380700 SH SOLE 55500 325200 AXCAN PHARMA COM 054923107 8428 671000 SH SOLE 331600 339400 BAUSCH & LOMB COM 071707103 33656 897500 SH SOLE 160800 736700 BEVERLY ENTERPRISE COM 087851309 10124 2892500 SH SOLE 516400 2376100 BIOGEN COM 090597105 13289 350000 SH SOLE 350000 BISYS GROUP COM 055472104 900 49000 SH SOLE 49000 BRIGHT HORIZONS FAMILY SOLUTIO COM 109195107 570 17000 SH SOLE 17000 BROCADE COMMUNICATIONS COM 111621108 10701 1810600 SH SOLE 364400 1446200 BRUNSWICK CORP COM 117043109 34885 1394300 SH SOLE 274600 1119700 C.H. ROBINSON COM 12541W100 40302 1137200 SH SOLE 155400 981800 CALIFORNIA PIZZA KITCHEN COM 13054D109 11851 548900 SH SOLE 113300 435600 CALIPER TECHNOLOGIES COM 130876105 2139 469000 SH SOLE 469000 CALLAWAY GOLF COM 131193104 3335 252300 SH SOLE 2200 250100 CARBO CERAMICS COM 140781105 12754 342400 SH SOLE 3600 338800 CDI CORP COM 125071100 519 20000 SH SOLE 20000 CELL GENESYS INC COM 150921104 2439 276800 SH SOLE 3500 273300 CHECKFREE COM 162813109 15333 547600 SH SOLE 97350 450250 CHICAGO BRIDGE & IRON COM 167250109 11174 492700 SH SOLE 102500 390200 CHICAGO PIZZA AND BREWERY COM 167889104 700 70000 SH SOLE 70000 CHIRON COM 170040109 15570 355000 SH SOLE 355000 CITRIX SYSTEMS COM 177376100 4660 228900 SH SOLE 3900 225000 CLAIRE'S STORES COM 179584107 761 30000 SH SOLE 30000 CONCORD COMMUNICATIONS COM 206186108 3426 248600 SH SOLE 2000 246600 CONMED CORP COM 207410101 16490 896700 SH SOLE 240100 656600 CORE LABS COM n22717107 13358 1236850 SH SOLE 231550 1005300 CORPORATE EXEC BOARD COM 21988R102 21680 531100 SH SOLE 97900 433200 COTT CORPORATION COM 22163N106 621 30000 SH SOLE 30000 COX RADIO COM 224051102 10238 443000 SH SOLE 5000 438000 CRAY COM 225223106 10929 1383400 SH SOLE 273700 1109700 CREE INC COM 225447101 37026 2278500 SH SOLE 431100 1847400 CV THERAPEUTICS COM 126667104 11385 382300 SH SOLE 69200 313100 DELTA & PINE LAND COMPANY COM 247357106 5662 257600 SH SOLE 3200 254400 DENBURY RESOURCES COM 247916208 6739 501800 SH SOLE 6800 495000 DENTSPLY COM 249030107 24482 597700 SH SOLE 106900 490800 DEVRY INC COM 251893103 210 9000 SH SOLE 9000 DIAMONDCLUSTER INT'L COM 25278P106 1105 304300 SH SOLE 4300 300000 DIGITAS COM 25388K104 11860 2367200 SH SOLE 468900 1898300 DOLLAR THRIFTY COM 256743105 3478 187500 SH SOLE 91000 96500 DONALDSON COM 257651109 13904 312800 SH SOLE 3600 309200 DUN AND BRADSTREET COM 26483E100 41285 1004500 SH SOLE 144850 859650 DUPONT PHOTOMASKS INC COM 26613X101 4501 239400 SH SOLE 2300 237100 DYCOM INDUSTRIES COM 267475101 28060 1721500 SH SOLE 334400 1387100 EDUCATION MANAGEMENT COM 28139T101 9799 184750 SH SOLE 50900 133850 EMBARCADERO TECHNOLOGIES COM 290787100 563 80000 SH SOLE 80000 EMMIS COMM COM 291525103 789 34100 SH SOLE 34100 ENTERCOM COMM COM 293639100 11659 237900 SH SOLE 2700 235200 ENTRAVISION COMM COM 29382R107 526 46300 SH SOLE 46300 EPIQ SYSTEMS COM 26882D109 3118 181500 SH SOLE 90700 90800 FAIRMONT HOTELS COM 305204109 351 15000 SH SOLE 15000 FINLAY ENTERPRISES COM 317884203 6387 385900 SH SOLE 188300 197600 FIRST ALBANY CORPORATION COM 318465101 4939 409200 SH SOLE 167700 241500 FLIR COM 302445101 28833 957600 SH SOLE 304000 653600 FOOT LOCKER COM 344849104 17430 1315500 SH SOLE 15500 1300000 FOUNDRY NETWORKS COM 35063R100 32714 2294100 SH SOLE 410500 1883600 FREE MARKETS COM 356602102 10678 1536400 SH SOLE 452900 1083500 FRIEDMAN'S INC COM 358438109 6347 558200 SH SOLE 275700 282500 FTI CONSULTING COM 302941109 21281 852250 SH SOLE 166300 685950 GARMIN LTD COM G37260109 29081 728850 SH SOLE 96300 632550 GATX CORP COM 361448103 13456 823000 SH SOLE 156000 667000 GENERAL COMM COM 369385109 15267 1744800 SH SOLE 389300 1355500 GLENBOROUGH REALTY TRUST COM 37803P105 8640 451200 SH SOLE 226400 224800 HARTE HANKS INC COM 416196103 895 47100 SH SOLE 5500 41600 HEARST ARGYLE TELEVISION INC COM 422317107 388 15000 SH SOLE 15000 HEARTLAND EXPR COM 422347104 26948 1190815 SH SOLE 339068 851747 HELEN OF TROY COM G4388N106 758 50000 SH SOLE 50000 HENRY SCHEIN COM 806407102 44555 848500 SH SOLE 160900 687600 HIBBETT SPORTING GOODS COM 428565105 15090 458100 SH SOLE 98400 359700 HOLOGIC COM 436440101 1499 114500 SH SOLE 114500 HUGHES SUPPLY COM 444482103 15285 440500 SH SOLE 88200 352300 HUMAN GENOME SCIENCES COM 444903108 2490 196800 SH SOLE 1800 195000 HUTCHINSON TECHNOLOGY COM 448407106 19059 575800 SH SOLE 142100 433700 IMMUCOR COM 452526106 6542 299700 SH SOLE 150000 149700 IMMUNOGEN COM 45253H101 2818 660000 SH SOLE 8000 652000 IMMUNOMEDICS COM 452907108 1895 299300 SH SOLE 2900 296400 IMPAX LABORATORIES COM 45256B101 6242 522800 SH SOLE 258500 264300 IMS HEALTH COM 449934108 17279 960500 SH SOLE 10500 950000 INET TECHNOLOGIES COM 45662v105 3093 306500 SH SOLE 145500 161000 INSIGHT COMM COM 45768V108 21996 1648900 SH SOLE 334050 1314850 INTER-TEL COM 458372109 321 15000 SH SOLE 15000 INTRAWEST CORP COM 460915200 10567 801750 SH SOLE 176950 624800 IRON MOUNTAIN COM 462846106 556 15000 SH SOLE 15000 ITRON COM 465741106 5306 246800 SH SOLE 2600 244200 IVILLAGE COM 46588H105 3079 2080500 SH SOLE 2080500 JDA SOFTWARE COM 46612K108 177 16000 SH SOLE 16000 JEFFERIES GROUP COM 472319102 47241 948800 SH SOLE 173200 775600 JOHN H HARLAND CO COM 412693103 6571 251200 SH SOLE 6500 244700 KEY ENERGY SERVICES COM 492914106 11217 1046400 SH SOLE 170100 876300 KIRKLAND'S INC COM 497498105 4137 250700 SH SOLE 81800 168900 LABOR READY COM 505401208 681 95000 SH SOLE 95000 LAMAR ADVERTISING COM 512815101 16596 467500 SH SOLE 5000 462500 LEGG MASON COM 524901105 38989 600300 SH SOLE 106600 493700 LEXICON GENETICS COM 528872104 2786 422100 SH SOLE 147000 275100 LINDSAY MFG COM 535555106 13428 578300 SH SOLE 89000 489300 MANTECH COM 564563104 11443 596300 SH SOLE 117000 479300 MANUFACT HOME COM 564682102 29245 832950 SH SOLE 166200 666750 MARCUS COM 566330106 10187 681400 SH SOLE 7800 673600 MARINEMAX INC COM 567908108 9979 712800 SH SOLE 333300 379500 MAXTOR COM 577729205 33226 4424200 SH SOLE 841500 3582700 MCGRATH RENT COM 580589109 4309 161200 SH SOLE 81000 80200 MEDAREX COM 583916101 3062 469700 SH SOLE 4400 465300 MENTOR COM 587188103 27940 1440200 SH SOLE 237200 1203000 METTLER TOLEDO COM 592688105 39879 1088100 SH SOLE 188300 899800 MICROS SYS INC COM 594901100 330 10000 SH SOLE 10000 MKS INSTRUMENTS COM 55306N104 6869 376800 SH SOLE 3600 373200 MOLDFLOW COM 608507109 3134 349800 SH SOLE 15200 334600 MONOLITHIC SYSTEMS COM 609842109 11731 1282100 SH SOLE 228200 1053900 MONRO MUFFLER BRAKE COM 610236101 8065 285400 SH SOLE 153300 132100 MSC INDUSTRIAL DIRECT COM 553530106 11825 660600 SH SOLE 116200 544400 MTR GAMING COM 553769100 3820 496100 SH SOLE 3800 492300 NEIMAN MARCUS GROUP COM 640204202 586 16000 SH SOLE 16000 NETFLIX COM 64110L106 16694 653400 SH SOLE 127050 526350 ONYX PHARMACEUTICALS COM 683399109 1207 100000 SH SOLE 100000 ORTHOFIX INT'L COM N6748L102 10929 333800 SH SOLE 166000 167800 PACKETEER COM 695210104 6359 410800 SH SOLE 3300 407500 PALM HARBOR HMS COM 696639103 20432 1085070 SH SOLE 260709 824361 PANERA BREAD COM 69840W108 480 12000 SH SOLE 12000 PEET'S COFFEE & TEA COM 705560100 681 39000 SH SOLE 16600 22400 PHILLIPS VAN HEUSEN CP COM 718592108 9427 691600 SH SOLE 168300 523300 PHOTON DYNAMICS COM 719364101 12038 433800 SH SOLE 62600 371200 PHOTRONICS INC COM 719405102 10075 586100 SH SOLE 112400 473700 PLANTRONICS COM 727493108 15891 733300 SH SOLE 131000 602300 PLATO LEARNING COM 72764Y100 1809 309766 SH SOLE 2000 307766 POLARIS COM 731068102 22939 373600 SH SOLE 62400 311200 POLYCOM COM 73172K104 9049 652900 SH SOLE 7900 645000 PRENTISS PROPERTIES COM 740706106 20716 690750 SH SOLE 124700 566050 PRINCETON REVIEW COM 742352107 301 51000 SH SOLE 51000 PROTEIN DESIGN COM 74369L103 17325 1220100 SH SOLE 209300 1010800 RADIO ONE COM 75040P405 10856 612300 SH SOLE 6000 606300 RED HAT INC COM 756577102 18855 2500600 SH SOLE 483800 2016800 REGENCY CENTERS CORP COM 758849103 31055 887800 SH SOLE 149300 738500 REGENERON COM 75886F107 5012 318000 SH SOLE 3200 314800 REGISTER.COM COM 75914G101 4785 793600 SH SOLE 6500 787100 RENT-A-CENTER COM 76009N100 3639 48000 SH SOLE 8600 39400 RESOURCES CONNECTION COM 76122Q105 1050 44000 SH SOLE 44000 ROSS STORES COM 778296103 11462 266800 SH SOLE 2900 263900 RUBY TUESDAY COM 781182100 17207 695800 SH SOLE 126600 569200 RUDOLPH TECHNOLOGIES COM 781270103 2873 180000 SH SOLE 180000 SAPIENT COM 803062108 3069 1111900 SH SOLE 11900 1100000 SCHOLASTIC CORP COM 807066105 8660 290800 SH SOLE 3200 287600 SCIENTIFIC ATLANTA COM 808655104 14731 617900 SH SOLE 96900 521000 SERVICE MASTER COM 81760N109 10822 1011400 SH SOLE 11400 1000000 SHUFFLE MASTER COM 825549108 20118 689200 SH SOLE 117800 571400 SICOR INC COM 825846108 24770 1217800 SH SOLE 204300 1013500 SOURCECORP COM 836167106 8022 371400 SH SOLE 3400 368000 SPECTRALINK COM 847580107 4657 475700 SH SOLE 4400 471300 ST MARY LAND&EX COM 792228108 27841 1019800 SH SOLE 129500 890300 STEINER LEISURE LTD COM P8744Y102 3973 272153 SH SOLE 121953 150200 STRATEX NETWORKS COM 86279T109 4529 1451600 SH SOLE 12600 1439000 SUN COMMUNITIES COM 866674104 28204 717650 SH SOLE 140700 576950 SYBRON DENTAL SPEC COM 871142105 9882 418733 SH SOLE 5000 413733 TBC CORP COM 872180104 6887 361700 SH SOLE 176400 185300 TETRA TECH INC COM 88162G103 348 20000 SH SOLE 20000 TIBCO SOFTWARE COM 88632Q103 3101 605700 SH SOLE 5700 600000 TIDEWATER COM 886423102 33667 1146300 SH SOLE 208700 937600 TIFFANY & CO COM 886547108 8905 272500 SH SOLE 3000 269500 TOO INC COM 890333107 7027 347000 SH SOLE 3100 343900 TRANSKARYOTIC THERAPIES COM 893735100 5474 476000 SH SOLE 4800 471200 TRIMBLE NAVIGATION COM 896239100 21166 919066 SH SOLE 178336 740730 TULARIK INC COM 899165104 6518 658400 SH SOLE 6700 651700 ULTICOM COM 903844108 4967 521200 SH SOLE 4300 516900 UNIT COM 909218109 23099 1104700 SH SOLE 243350 861350 UNITED ONLINE COM 911268100 304 12000 SH SOLE 12000 URS CORP COM 903236107 3441 176800 SH SOLE 1800 175000 VALMONT COM 920253101 11456 588700 SH SOLE 96700 492000 VERITY COM 92343c106 13011 1024500 SH SOLE 195600 828900 VERTEX PHARM COM 92532F100 12694 867652 SH SOLE 154052 713600 WATSCO COM 942622200 414 25000 SH SOLE 25000 WATSON PHARMACEUTICALS COM 942683103 19410 480800 SH SOLE 5800 475000 WEBEX COMMUNICATIONS COM 94767L109 14513 1045600 SH SOLE 189200 856400 WEIGHT WATCHERS COM 948626106 5436 119500 SH SOLE 1500 118000 WEST MARINE COM 954235107 8667 497800 SH SOLE 245600 252200 WESTERN DIGITAL COM 958102105 27229 2643600 SH SOLE 561400 2082200 WILD OATS COM 96808B107 638 58000 SH SOLE 58000 ZYGO COM 989855101 4681 580100 SH SOLE 5400 574700
Report Summary: Number of Other Included Managers: None Table Entry Total: 190 Table Value $2,134 Million -----END PRIVACY-ENHANCED MESSAGE-----