-----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, H+7Qtc258Ea7gx9LW1hBQc7NGEKg42MBoX6UOMHFU28Fol364VeR7ZQ0ifQ9wPyx minbytTBD7yLzjxZVWiGVw== 0001134007-10-000001.txt : 20100212 0001134007-10-000001.hdr.sgml : 20100212 20100212124441 ACCESSION NUMBER: 0001134007-10-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20091231 FILED AS OF DATE: 20100212 DATE AS OF CHANGE: 20100212 EFFECTIVENESS DATE: 20100212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: NEXT CENTURY GROWTH INVESTORS LLC CENTRAL INDEX KEY: 0001134007 IRS NUMBER: 411923871 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06277 FILM NUMBER: 10596822 BUSINESS ADDRESS: STREET 1: 5500 WAYZATA BLVD STREET 2: SUITE 1275 CITY: MINNEAPOLIS STATE: MN ZIP: 55416 BUSINESS PHONE: 7635914490 MAIL ADDRESS: STREET 1: 5500 WAYZATA BLVD STREET 2: SUITE 1275 CITY: MINNEAPOLIS STATE: MN ZIP: 55416 13F-HR 1 r04q09.txt NCG 13F FILING 12/31/09 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter ended: December 31, 2009 Check here if Amendment [ ]; Amendment Number: 0 This Amendment (Check only one): [ ] is a restatement [ ] adds new holdings entries Institutional Investment Manager Filing this Report: Name: Next Century Growth Investors, LLC Address: 5500 Wayzata Blvd. Suite 1275 Minneapolis, MN 55416 13F File Number: 28-06277 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists and tables are considered integral parts of this form. Person signing this report on Behalf of Reporting Manager: Name: Gina Nelson Title: Operations Manager Phone: 763-591-4490 Signature, Place and Date of Signing /s/Gina Nelson Minneapolis, Minnesota February 12, 2010 Report Type (Check only one): [x] 13F HOLDINGS REPORT [ ] 13F NOTICE [ ] 13F COMBINATION REPORT List of other Managers Reporting for this Manager: None FORM 13F SUMMARY PAGE Report Summary Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 150 Form 13F Information Table Value Total: 2,249,493 List of Other Included Managers: None
FORM 13F INFORMATION TABLE Value Shares/ Sh/ Put/ InvestmtOther Voting Authority Name of Issuer Title ofCUSIP (x$1000) Prn Amt Prn Call Dscretn ManagersSole Shared None 02Micro International, Ltd. COM 67107W100 3409 651835SH Sole 216850 0 434985 Abovenet Inc COM 00374N107 32429 498598SH Sole 312974 0 185624 Advanced Energy Industries COM 007973100 2865 190007SH Sole 63143 0 126864 Aeropostale Incorporated COM 007865108 3112 91402SH Sole 42470 0 48932 Alexion Pharmaceuticals, Inc. COM 015351109 11651 238644SH Sole 110865 0 127779 Amazon.Com COM 023135106 1879 13970SH Sole 13970 0 0 Amerigon Inc COM 03070L300 2841 357826SH Sole 118990 0 238836 Ansys Inc COM 03662Q105 11585 266559SH Sole 123795 0 142764 Apollo Group Inc. COM 037604105 1772 29254SH Sole 29254 0 0 Apple Computer Inc COM 037833100 2459 11664SH Sole 11664 0 0 Applied Matls Inc Com COM 038222105 658 47184SH Sole 47184 0 0 Applied Micro Circuits CorporaCOM 03822W406 25440 3405568SH Sole 2032950 0 1372618 Archipelago Learning Inc COM 03956P102 2761 133390SH Sole 44345 0 89045 Arcsight Inc COM 039666102 21342 834315SH Sole 539255 0 295060 Arena Res Inc COM 040049108 21613 501228SH Sole 308168 0 193060 Aruba Networks COM 043176106 5105 478920SH Sole 159210 0 319710 AthenaHealth Inc COM 04685W103 68822 1521263SH Sole 935763 0 585500 Atheros Communications COM 04743P108 44446 1298085SH Sole 838940 0 459145 BJ's Restaurant, Inc. COM 09180C106 24956 1326037SH Sole 759948 0 566089 Best Buy Inc. COM 086516101 2013 51022SH Sole 51022 0 0 Bio-Reference Labs, Inc. COM 09057G602 3081 78605SH Sole 26131 0 52474 Blackboard Inc COM 091935502 20862 459615SH Sole 294924 0 164691 Boeing Co COM 097023105 1718 31732SH Sole 31732 0 0 Bridgepoint Education, Inc COM 10807M105 43370 2887483SH Sole 1716587 0 1170896 Broadcom Corporation COM 111320107 638 20292SH Sole 20292 0 0 Bucyrus International Inc A COM 118759109 54786 971901SH Sole 628109 0 343792 Buffalo Wild Wings Inc. COM 119848109 4481 111275SH Sole 36990 0 74285 C H Robinson Worldwide Com COM 12541W209 566 9636SH Sole 9636 0 0 CSX Corp COM 126408103 1180 24333SH Sole 24333 0 0 Carrizo Oil & Gas Inc COM 144577103 58356 2202958SH Sole 1248721 0 954237 Caterpillar Inc COM 149123101 1694 29730SH Sole 29730 0 0 Cavium Networks COM 14965A101 25665 1077015SH Sole 695145 0 381870 Chart Industries, Inc. COM 16115Q308 3674 222000SH Sole 76770 0 145230 Chicago Brdg + Iron Co N V COM 167250109 6841 338321SH Sole 157120 0 181201 Chipotle Mexican Grill, Inc COM 169656105 50918 577565SH Sole 355577 0 221988 Cisco Systems Inc. COM 17275R102 1451 60595SH Sole 60595 0 0 Cognizant Tech Solutions COM 192446102 2182 48162SH Sole 48162 0 0 Compellent Technologies COM 20452A108 6788 299287SH Sole 99455 0 199832 Comstock Resources COM 205768203 28475 701871SH Sole 426709 0 275162 Conceptus Inc COM 206016107 3521 187662SH Sole 62380 0 125282 Concur Technologies Inc COM 206708109 60529 1415879SH Sole 874312 0 541567 Costco Wholesale Corp COM 22160K105 1294 21864SH Sole 21864 0 0 Cree, Inc COM 225447101 9212 163421SH Sole 75930 0 87491 Cybersource Corp COM 23251J106 54674 2718742SH Sole 1685416 0 1033326 Cypress Semiconductor COM 232806109 52117 4935364SH Sole 3135018 0 1800346 DG Fastchannel Inc COM 23326R109 58494 2094309SH Sole 1181474 0 912835 DTS Inc COM 23335C101 41484 1212617SH Sole 732212 0 480405 Dealertrack Holdings, Inc. COM 242309102 5676 302087SH Sole 123051 0 179036 Deere & Co COM 244199105 1311 24238SH Sole 24238 0 0 Dendreon Corp COM 24823Q107 2666 101446SH Sole 47100 0 54346 Dynamic Materials Corp COM 267888105 4880 243414SH Sole 80890 0 162524 EMC Communications CorporationCOM 268648102 1974 112981SH Sole 112981 0 0 Endologix Inc COM 29266S106 2870 543504SH Sole 180650 0 362854 Entegris Inc COM 29362U104 3194 604845SH Sole 201185 0 403660 Equinix Inc COM 29444U502 66048 622214SH Sole 376846 0 245368 Exlservice Holdings Inc. COM 302081104 3982 219251SH Sole 101875 0 117376 Express Scripts Inc COM 302182100 1904 22022SH Sole 22022 0 0 F5 Networks Inc COM 315616102 7357 138862SH Sole 64515 0 74347 Factset Resh. Sys. Inc. COM 303075105 10628 161350SH Sole 74910 0 86440 Fedex Corporation COM 31428X106 1162 13927SH Sole 13927 0 0 Fluor Corp COM 343412102 1679 37280SH Sole 37280 0 0 Foster Wheeler Ltd COM H27178104 4297 145963SH Sole 67725 0 78238 GSI Commerce Inc COM 36238G102 27515 1083701SH Sole 698996 0 384705 Genoptix, Inc COM 37243V100 34089 959452SH Sole 558778 0 400674 Gentex Corp COM 371901109 27996 1568403SH Sole 978027 0 590376 Gilead Sciences COM 375558103 1316 30413SH Sole 30413 0 0 Goldman Sachs Group Com COM 38141G104 2103 12454SH Sole 12454 0 0 Goodrich Petroleum Corp COM 382410405 39338 1615536SH Sole 1000544 0 614992 Google Inc-CL A COM 38259P508 2171 3501SH Sole 3501 0 0 Grand Canyon Education Inc COM 38526M106 36451 1917439SH Sole 1151245 0 766194 Green Mountain Coffee RoastersCOM 393122106 48392 593981SH Sole 376162 0 217819 HHGREGG Inc COM 42833L108 20689 939123SH Sole 394025 0 545098 HMS Holdings Corp COM 40425J101 36831 756448SH Sole 421944 0 334504 Hewlett-Packard Co COM 428236103 1209 23475SH Sole 23475 0 0 Hexcel Corp COM 428291108 31489 2425995SH Sole 1568145 0 857850 Hibbett Sporting Goods Inc. COM 428567101 5064 230303SH Sole 76621 0 153682 Hittite Microwave Corp COM 43365Y104 56921 1396826SH Sole 860722 0 536104 Hunt (JB) Transport Services COM 445658107 3760 116510SH Sole 54100 0 62410 ICF International Inc. COM 44925C103 3603 134426SH Sole 44690 0 89736 Igate Corp COM 45169U105 5586 558636SH Sole 185799 0 372837 Illumina Inc COM 452327109 8181 266927SH Sole 124020 0 142907 Insulet Corp COM 45784P101 2775 194360SH Sole 64580 0 129780 Intercontinentalexchnage inc COM 45865V100 1900 16916SH Sole 16916 0 0 J Crew Group Inc COM 46612H402 33737 754067SH Sole 487337 0 266730 Joy Global Inc COM 481165108 9303 180335SH Sole 83786 0 96549 Juniper Networks, Inc. COM 48203R104 1385 51921SH Sole 51921 0 0 Knight Transportation COM 499064103 21380 1108345SH Sole 681523 0 426822 Landstar System Inc COM 515098101 18446 475775SH Sole 292832 0 182943 Las Vegas Sands Corp COM 517834107 632 42297SH Sole 42297 0 0 LogMeIn, Inc. COM 54142L109 3204 160624SH Sole 53400 0 107224 Lululemon Athletica Inc COM 550021109 41692 1385130SH Sole 851800 0 533330 Lumber Liquidators Holdings, ICOM 55003T107 5258 196193SH Sole 65225 0 130968 Maxwell Technologies, Inc COM 577767106 3946 221198SH Sole 73585 0 147613 Medco Health Solutions COM 58405U102 1358 21248SH Sole 21248 0 0 Medifast, Inc COM 58470H101 2738 89527SH Sole 29715 0 59812 Microsoft Corp. COM 594918104 1210 39698SH Sole 39698 0 0 Mindspeed Technologies COM 602682205 5632 1200890SH Sole 399335 0 801555 Morgan Stanley COM 617446448 996 33647SH Sole 33647 0 0 Netlogic Microsystems COM 64118B100 48184 1041594SH Sole 621070 0 420524 Neutral Tandem Inc COM 64128B108 53514 2352282SH Sole 1353874 0 998408 Northern Oil & Gas COM 665531109 10552 891181SH Sole 296192 0 594989 Nuvasive Inc COM 670704105 15368 480553SH Sole 295657 0 184896 Old Dominion Freight Line COM 679580100 20703 674364SH Sole 416178 0 258186 Omnivision Microchip, Inc. COM 682128103 21313 1466810SH Sole 860475 0 606335 Open Table COM 68372A104 2376 93340SH Sole 31030 0 62310 Oracle Systems Corporation COM 68389X105 1980 80689SH Sole 80689 0 0 Orion Marine Group, Inc. COM 68628V308 4230 200851SH Sole 66815 0 134036 Peets Coffee & Tea Inc COM 705560100 2514 75440SH Sole 25080 0 50360 Pegasystems, Inc. COM 705573103 5517 162278SH Sole 75405 0 86873 Penn Virginia Corp COM 707882106 21014 987055SH Sole 610882 0 376173 Petroquest Energy Inc COM 716748108 4892 798091SH Sole 265165 0 532926 Potash Corp of Saskatchewan COM 73755L107 702 6470SH Sole 6470 0 0 Power Integrations COM 739276103 36305 998500SH Sole 599650 0 398850 Praxair Inc COM 74005P104 2256 28088SH Sole 28088 0 0 Precision Castparts Corp COM 740189105 2148 19461SH Sole 19461 0 0 Priceline.com COM 741503403 613 2804SH Sole 2804 0 0 Qualcomm Inc COM 747525103 2145 46373SH Sole 46373 0 0 Quality Systems INc. COM 747582104 20088 319922SH Sole 193151 0 126771 Rackspace Hosting, Inc COM 750086100 40954 1964198SH Sole 1210945 0 753253 Range Resources Corp COM 75281A109 2152 43172SH Sole 43172 0 0 Research in Motion COM 760975102 643 9521SH Sole 9521 0 0 Riverbed Technology Inc COM 768573107 30933 1346660SH Sole 867335 0 479325 Rosetta Resources COM 777779307 16733 839610SH Sole 542660 0 296950 SXC Health Solutions Corp COM 78505P100 32500 602415SH Sole 389150 0 213265 Salesforce.com Inc COM 79466L302 14939 202509SH Sole 94040 0 108469 Shaw Group COM 820280105 16328 567926SH Sole 366986 0 200940 Shutterfly Inc COM 82568P304 2959 166122SH Sole 55225 0 110897 Silicon Laboratories, Inc. COM 826919102 43494 899754SH Sole 542508 0 357246 Sourcefire Inc COM 83616T108 4367 163262SH Sole 54305 0 108957 Southwestern Energy Co COM 845467109 1546 32069SH Sole 32069 0 0 Strayer Education, Inc. COM 863236105 6838 32181SH Sole 14945 0 17236 Successfactors, Inc COM 864596101 15086 909900SH Sole 583790 0 326110 Summer Infant Inc COM 865646103 2350 523371SH Sole 173820 0 349551 Syntel Inc COM 87162H103 17151 450983SH Sole 289468 0 161515 Techwell, Inc COM 87874D101 6558 496837SH Sole 165071 0 331766 Terremark Worldwide Inc COM 881448203 3893 569115SH Sole 189070 0 380045 Thoratec Corporation COM 885175307 16255 603826SH Sole 369837 0 233989 Travelzoo Inc COM 89421Q106 2197 178730SH Sole 59375 0 119355 True Religion Apparel Inc COM 89784N104 42982 2324602SH Sole 1432583 0 892019 UQM Technologies COM 903213106 3886 567305SH Sole 188705 0 378600 Ultimate Software Group Inc. COM 90385D107 3365 114579SH Sole 53235 0 61344 Ultra Petroleum Corp COM 903914109 890 17858SH Sole 17858 0 0 Unitedhealth Group, Inc. COM 91324P102 1368 44873SH Sole 44873 0 0 Urban Outfitters Inc COM 917047102 10421 297822SH Sole 138370 0 159452 Valmont Industries COM 920253101 3155 40216SH Sole 18690 0 21526 Virtusa Corp COM 92827P102 5073 559944SH Sole 186290 0 373654 Visa Inc COM 92826C839 2281 26080SH Sole 26080 0 0 VistaPrint N.V. COM N93540107 49100 866581SH Sole 560050 0 306531 Vitran Corp Inc COM 92850E107 7564 695858SH Sole 231342 0 464516 Volterra Semiconductor Corp COM 928708106 7982 417481SH Sole 138815 0 278666
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