-----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, EQ0JDA145VhMD//s7q2P7RewJthOnuxDKc/vIdifhRLuMBpClGDDBKsEtMvR50Cj QLZogcWwR0EF0gyBUoFT3Q== 0001026710-03-000006.txt : 20030527 0001026710-03-000006.hdr.sgml : 20030526 20030527133311 ACCESSION NUMBER: 0001026710-03-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20030331 FILED AS OF DATE: 20030527 EFFECTIVENESS DATE: 20030527 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: 03719588 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 gim13f0303.txt Q1 2003 13F 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 March 31, 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 27th day of May, 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 9458 959200 SH SOLE 193700 765500 ADVISORY BOARD COM 00762W107 13795 394700 SH SOLE 90300 304400 AG SERVICES OF AMERICA COM 001250109 1708 262700 SH SOLE 36100 226600 AMERITRADE HOLDING CORP COM 03074K100 496 100000 SH SOLE 100000 ANDREW CORPORATION COM 034425108 4578 832300 SH SOLE 6700 825600 ANDRX CORP COM 034553107 8490 719500 SH SOLE 121800 597700 ANN TAYLOR COM 036115103 554 27000 SH SOLE 27000 APPLERA/CELERA GENOMICS COM 038020202 1195 138600 SH SOLE 1800 136800 APPLIED BIOSYS COM 038020103 6332 400000 SH SOLE 400000 ARBITRON INC COM 03875Q108 745 23500 SH SOLE 23500 ARROW INT'L COM 042764100 22405 550900 SH SOLE 111850 439050 ARTISAN COMPONENTS COM 042923102 8587 531400 SH SOLE 94300 437100 AVALON BAY COM 053484101 22092 598700 SH SOLE 6700 592000 AVIALL COM 05366B102 4891 631900 SH SOLE 304300 327600 AVOCENT CORP COM 053893103 2479 106200 SH SOLE 1400 104800 AXCAN PHARMA COM 054923107 8012 773400 SH SOLE 377700 395700 BAUSCH & LOMB COM 071707103 30680 932800 SH SOLE 182600 750200 BEVERLY ENTERPRISE COM 087851309 4608 2281400 SH SOLE 24000 2257400 BIOGEN COM 090597105 10486 350000 SH SOLE 350000 BISYS GROUP COM 055472104 963 59000 SH SOLE 59000 BOSTON COMMUNICATIONS COM 100582105 4983 318200 SH SOLE 161300 156900 BRIGHT HORIZONS FAMILY SOLUTIO COM 109195107 630 22500 SH SOLE 22500 BROCADE COMMUNICATIONS COM 111621108 8447 1731000 SH SOLE 27200 1703800 BRUNSWICK CORP COM 117043109 26818 1411500 SH SOLE 279600 1131900 C.H. ROBINSON COM 12541W100 38118 1165700 SH SOLE 172000 993700 CALIFORNIA PIZZA KITCHEN COM 13054D109 5113 222300 SH SOLE 36200 186100 CALIPER TECHNOLOGIES COM 130876105 1011 289000 SH SOLE 289000 CALLAWAY GOLF COM 131193104 2997 252300 SH SOLE 2200 250100 CARBO CERAMICS COM 140781105 13298 404800 SH SOLE 52700 352100 CDI CORP COM 125071100 233 10000 SH SOLE 10000 CELL GENESYS INC COM 150921104 2047 277000 SH SOLE 3700 273300 CHECKFREE COM 162813109 12818 570200 SH SOLE 111500 458700 CHICAGO BRIDGE & IRON COM 167250109 1288 79300 SH SOLE 15700 63600 CHICAGO PIZZA AND BREWERY COM 167889104 590 84000 SH SOLE 84000 CHIRON COM 170040109 13312 355000 SH SOLE 355000 CITRIX SYSTEMS COM 177376100 3012 228900 SH SOLE 3900 225000 CONCORD COMMUNICATIONS COM 206186108 2145 248600 SH SOLE 2000 246600 CONMED CORP COM 207410101 18484 1126400 SH SOLE 342800 783600 CORE LABS COM n22717107 14111 1356800 SH SOLE 290000 1066800 CORPORATE EXEC BOARD COM 21988R102 19716 553500 SH SOLE 112400 441100 COTT CORPORATION COM 22163N106 579 33000 SH SOLE 33000 COX RADIO COM 224051102 9152 443000 SH SOLE 5000 438000 CRAY COM 225223106 9246 1398800 SH SOLE 277900 1120900 CREE INC COM 225447101 43729 2361200 SH SOLE 482300 1878900 DELTA & PINE LAND COMPANY COM 247357106 4694 207600 SH SOLE 3200 204400 DELTAGEN COM 24783R103 105 389000 SH SOLE 389000 DENTSPLY COM 249030107 22953 659750 SH SOLE 108850 550900 DEVRY INC COM 251893103 1947 104300 SH SOLE 104300 DIAMONDCLUSTER INT'L COM 25278P106 426 304300 SH SOLE 4300 300000 DIGITAS COM 25388K104 7727 2392300 SH SOLE 475500 1916800 DOLLAR THRIFTY COM 256743105 3210 192800 SH SOLE 92300 100500 DONALDSON COM 257651109 11442 312800 SH SOLE 3600 309200 DUN AND BRADSTREET COM 26483E100 41685 1089800 SH SOLE 128250 961550 DUPONT PHOTOMASKS INC COM 26613X101 2746 136900 SH SOLE 1600 135300 DYCOM INDUSTRIES COM 267475101 18206 1762400 SH SOLE 354400 1408000 EDUCATION MANAGEMENT COM 28139T101 8203 206250 SH SOLE 60100 146150 EMMIS COMM COM 291525103 1489 88200 SH SOLE 88200 ENTERCOM COMM COM 293639100 10446 237900 SH SOLE 2700 235200 ENTRAVISION COMM COM 29382R107 3158 584800 SH SOLE 288400 296400 EPIQ SYSTEMS COM 26882D109 3610 188000 SH SOLE 92600 95400 FINLAY ENTERPRISES COM 317884203 5001 395000 SH SOLE 191700 203300 FLIR COM 302445101 22387 472200 SH SOLE 161300 310900 FOOT LOCKER COM 344849104 14080 1315900 SH SOLE 15900 1300000 FOUNDRY NETWORKS COM 35063R100 19132 2379600 SH SOLE 466900 1912700 FREE MARKETS COM 356602102 6553 1198000 SH SOLE 205200 992800 FRIEDMAN'S INC COM 358438109 5142 535600 SH SOLE 249200 286400 FTI CONSULTING COM 302941109 26956 583200 SH SOLE 119100 464100 GARMIN LTD COM G37260109 49732 1389150 SH SOLE 222100 1167050 GATX CORP COM 361448103 12049 832100 SH SOLE 158300 673800 GENERAL COMM COM 369385109 10622 1776300 SH SOLE 394900 1381400 GENESIS MICROCHIP COM 37184C103 3959 317200 SH SOLE 3200 314000 GLENBOROUGH REALTY TRUST COM 37803P105 7181 464500 SH SOLE 229600 234900 HARTE HANKS INC COM 416196103 6666 349000 SH SOLE 9200 339800 HEARST ARGYLE TELEVISION INC COM 422317107 476 23000 SH SOLE 23000 HEARTLAND EXPR COM 422347104 24364 1270289 SH SOLE 386643 883646 HELEN OF TROY COM G4388N106 655 50000 SH SOLE 50000 HENRY SCHEIN COM 806407102 38696 858000 SH SOLE 160000 698000 HUMAN GENOME SCIENCES COM 444903108 1683 196800 SH SOLE 1800 195000 HUTCHINSON TECHNOLOGY COM 448407106 16051 649300 SH SOLE 160500 488800 IMMUCOR COM 452526106 6743 308600 SH SOLE 152100 156500 IMMUNOGEN COM 45253H101 1538 660300 SH SOLE 8300 652000 IMMUNOMEDICS COM 452907108 796 299300 SH SOLE 2900 296400 IMS HEALTH COM 449934108 14998 960800 SH SOLE 10800 950000 INSIGHT COMM COM 45768V108 20399 1707050 SH SOLE 368500 1338550 INTER-TEL COM 458372109 225 15000 SH SOLE 15000 INTRAWEST CORP COM 460915200 6495 622150 SH SOLE 159750 462400 ITRON COM 465741106 3459 207000 SH SOLE 2000 205000 IVILLAGE COM 46588H105 1311 2114000 SH SOLE 2114000 JDA SOFTWARE COM 46612K108 162 16000 SH SOLE 16000 JEFFERIES GROUP COM 472319102 35817 996300 SH SOLE 204600 791700 JOHN H HARLAND CO COM 412693103 6107 251200 SH SOLE 6500 244700 JONES LANG LASALLE INC COM 48020Q107 4221 309000 SH SOLE 152000 157000 KENSEY NASH COM 490057106 8409 410600 SH SOLE 190700 219900 KROLL INC COM 501049100 21427 1000800 SH SOLE 204300 796500 LABOR READY COM 505401208 513 90000 SH SOLE 90000 LAMAR ADVERTISING COM 512815101 13760 469000 SH SOLE 5000 464000 LEGG MASON COM 524901105 28518 585100 SH SOLE 91300 493800 LEXICON GENETICS COM 528872104 1081 271000 SH SOLE 25300 245700 LINDSAY MFG COM 535555106 14702 683800 SH SOLE 101400 582400 MANTECH COM 564563104 8929 602500 SH SOLE 118600 483900 MANUFACT HOME COM 564682102 24706 834650 SH SOLE 162200 672450 MARCUS COM 566330106 9270 681600 SH SOLE 8000 673600 MARINEMAX INC COM 567908108 7006 776700 SH SOLE 358200 418500 MAXTOR COM 577729205 24947 4431060 SH SOLE 849860 3581200 MEDAREX COM 583916101 1518 469900 SH SOLE 4600 465300 MENTOR COM 587188103 29422 1718600 SH SOLE 291300 1427300 METTLER TOLEDO COM 592688105 34801 1168200 SH SOLE 229000 939200 MICROS SYS INC COM 594901100 400 17000 SH SOLE 17000 MKS INSTRUMENTS COM 55306N104 3044 243500 SH SOLE 2500 241000 MOLDFLOW COM 608507109 2309 349800 SH SOLE 15200 334600 MONOLITHIC SYSTEMS COM 609842109 11995 1703800 SH SOLE 305200 1398600 MONRO MUFFLER BRAKE COM 610236101 6355 302600 SH SOLE 146400 156200 MSC INDUSTRIAL DIRECT COM 553530106 1039 65000 SH SOLE 65000 MTR GAMING COM 553769100 3027 456500 SH SOLE 4200 452300 NEIMAN MARCUS GROUP COM 640204202 522 18000 SH SOLE 18000 NETEGRITY COM 64110P107 445 120000 SH SOLE 120000 NETFLIX COM 64110L106 3846 189000 SH SOLE 89600 99400 NUSKIN COM 67018T105 201 20000 SH SOLE 20000 ORTHOFIX INT'L COM N6748L102 9185 337700 SH SOLE 168900 168800 PACKETEER COM 695210104 11585 1182100 SH SOLE 297300 884800 PALM HARBOR HMS COM 696639103 19230 1361870 SH SOLE 330309 1031561 PANERA BREAD COM 69840W108 366 12000 SH SOLE 12000 PHILLIPS VAN HEUSEN CP COM 718592108 8659 701100 SH SOLE 170600 530500 PHOTRONICS INC COM 719405102 3490 293500 SH SOLE 2000 291500 PIXAR COM 725811103 433 8000 SH SOLE 8000 PLANTRONICS COM 727493108 6550 448300 SH SOLE 10800 437500 PLATO LEARNING COM 72764Y100 2112 471366 SH SOLE 3900 467466 POLARIS COM 731068102 18730 376700 SH SOLE 63200 313500 POLYCOM COM 73172K104 5763 713300 SH SOLE 120000 593300 PRENTISS PROPERTIES COM 740706106 18944 699050 SH SOLE 127200 571850 PRINCETON REVIEW COM 742352107 313 76000 SH SOLE 76000 PROTEIN DESIGN COM 74369L103 9562 1287000 SH SOLE 258800 1028200 RADIO ONE COM 75040P405 12689 958400 SH SOLE 216000 742400 RAILAMERICA COM 750753105 678 111200 SH SOLE 111200 RED HAT INC COM 756577102 14310 2635300 SH SOLE 570100 2065200 REGENCY CENTERS CORP COM 758849103 30831 935700 SH SOLE 158400 777300 REGENERON COM 75886F107 3774 501900 SH SOLE 146400 355500 REGISTER.COM COM 75914G101 4382 793800 SH SOLE 6700 787100 RENT-A-CENTER COM 76009N100 439 8000 SH SOLE 8000 RESOURCES CONNECTION COM 76122Q105 1043 49000 SH SOLE 49000 ROSS STORES COM 778296103 9634 266800 SH SOLE 2900 263900 RUBY TUESDAY COM 781182100 14339 702900 SH SOLE 127700 575200 SAPIENT COM 803062108 775 506400 SH SOLE 6400 500000 SCHOLASTIC CORP COM 807066105 7873 292800 SH SOLE 3200 289600 SERVICE MASTER COM 81760N109 10118 1011800 SH SOLE 11800 1000000 SHUFFLE MASTER COM 825549108 17585 872700 SH SOLE 149300 723400 SICOR INC COM 825846108 20528 1229200 SH SOLE 206800 1022400 SKYEPHARMA PLC ADR COM 830808101 4492 591800 SH SOLE 330500 261300 SOURCECORP COM 836167106 5203 371400 SH SOLE 3400 368000 SPECTRALINK COM 847580107 3488 475900 SH SOLE 4600 471300 ST MARY LAND&EX COM 792228108 27405 1094000 SH SOLE 139100 954900 STRATEX NETWORKS COM 86279T109 3030 1463800 SH SOLE 12300 1451500 SUN COMMUNITIES COM 866674104 26025 726950 SH SOLE 143500 583450 SYBASE COM 871130100 18078 1396000 SH SOLE 66400 1329600 SYBRON DENTAL SPEC COM 871142105 7307 418733 SH SOLE 5000 413733 TBC CORP COM 872180104 1637 116900 SH SOLE 116900 TESCO COM 88157K101 361 35000 SH SOLE 35000 TIDEWATER COM 886423102 32319 1125300 SH SOLE 201100 924200 TIFFANY & CO COM 886547108 6900 276000 SH SOLE 3000 273000 TRAMMELL CROW COM 89288R106 4727 593800 SH SOLE 294000 299800 TRANSKARYOTIC THERAPIES COM 893735100 2804 476000 SH SOLE 4800 471200 TRIMBLE NAVIGATION COM 896239100 19194 1011783 SH SOLE 205453 806330 TULARIK INC COM 899165104 3326 658600 SH SOLE 6900 651700 ULTICOM COM 903844108 3346 521200 SH SOLE 4300 516900 UNIT COM 909218109 23208 1143800 SH SOLE 266100 877700 UNITED ONLINE COM 911268100 259 15000 SH SOLE 15000 UTSTARCOM INC COM 918076100 300 15000 SH SOLE 15000 VALMONT COM 920253101 23879 1105500 SH SOLE 271900 833600 VERITY COM 92343c106 14374 1034100 SH SOLE 199000 835100 VERTEX PHARM COM 92532F100 10637 954852 SH SOLE 216652 738200 WATSCO COM 942622200 342 25000 SH SOLE 25000 WATSON PHARMACEUTICALS COM 942683103 13812 480100 SH SOLE 5100 475000 WEBEX COMMUNICATIONS COM 94767L109 17147 1656700 SH SOLE 315400 1341300 WEIGHT WATCHERS COM 948626106 5503 119500 SH SOLE 1500 118000 WEST MARINE COM 954235107 9370 559400 SH SOLE 285700 273700 WESTERN DIGITAL COM 958102105 24823 2739800 SH SOLE 572600 2167200 WILD OATS COM 96808B107 630 68000 SH SOLE 68000 ZYGO COM 989855101 2361 415700 SH SOLE 2700 413000
Report Summary: Number of Other Included Managers: None Table Entry Total: 178 Table Value $1,773 Million -----END PRIVACY-ENHANCED MESSAGE-----