0001134007-13-000011.txt : 20130214 0001134007-13-000011.hdr.sgml : 20130214 20130214162040 ACCESSION NUMBER: 0001134007-13-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20121231 FILED AS OF DATE: 20130214 DATE AS OF CHANGE: 20130214 EFFECTIVENESS DATE: 20130214 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: 13614223 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 r04q12.txt NCG 4Q12 13F FILING 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, 2012 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 14, 2012 Report Type (Check only one): [x] 13F HOLDINGS REPORT [ ] 13F NOTICE [ ] 13F COMBINATION REPORT List of other Managers Reporting for this Manager: Frank Russell Company: filer number 028-01190 FORM 13F SUMMARY PAGE Report Summary Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 157 Form 13F Information Table Value Total: 2,375,133 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 8x8 Inc COM 282914100 5231 707833SH Sole 287630 0 420203 Abiomed Inc COM 003654100 22318 1658128SH Sole 714116 0 944012 Acquity Group COM 00489C103 2629 341020SH Sole 141310 0 199710 Advisory Board Co (The) COM 00762W107 53868 1151280SH Sole 698053 0 453227 Akorn Inc COM 009728106 59386 4445079SH Sole 2466363 0 1978716 Alexion Pharmaceuticals, Inc. COM 015351109 2958 31535SH Sole 23822 0 7713 Amazon.Com COM 023135106 5809 23132SH Sole 18265 0 4867 American Vanguard Corp COM 030371108 7292 234689SH Sole 95363 0 139326 American Woodmark Corp COM 030506109 3528 126800SH Sole 51518 0 75282 Angie's List COM 034754101 4096 341604SH Sole 138674 0 202930 Annie's Inc COM 03600T104 19932 596223SH Sole 252888 0 343335 Ansys Inc COM 03662Q105 19 284SH Sole 284 0 0 Apple Computer Inc COM 037833100 4569 8571SH Sole 6768 0 1803 Arctic Cat Inc COM 039670104 5244 157057SH Sole 63872 0 93185 Astronics Corp COM 046433108 8701380304.8SH Sole 154551 0225753.8 AthenaHealth Inc COM 04685W103 4785 65142SH Sole 65142 0 0 B/E Aerospace, Inc. COM 073302101 47523 962001SH Sole 602275 0 359726 BJ's Restaurant, Inc. COM 09180C106 4809 146160SH Sole 146160 0 0 Biogen Idec Inc. COM 09062X103 1850 12614SH Sole 9472 0 3142 Bioscrip Inc COM 09069N108 5315 493463SH Sole 200504 0 292959 Boeing Co COM 097023105 5392 71550SH Sole 56888 0 14662 Brightcove COM 10921T101 5155 570255SH Sole 231698 0 338557 Broadcom Corporation COM 111320107 4398 132423SH Sole 105420 0 27003 Buffalo Wild Wings Inc. COM 119848109 38070 522800SH Sole 276294 0 246506 Catamaran Corp COM 148887102 19895 422308SH Sole 409670 0 12638 Cavium Inc. COM 14964U108 6475 207476SH Sole 207476 0 0 Celgene Corporation COM 151020104 4093 51989SH Sole 39066 0 12923 Centene Corp COM 15135B101 26589 648521SH Sole 444032 0 204489 Cepheid Inc COM 15670R107 15814 467737SH Sole 203220 0 264517 Cerner Corp COM 156782104 1270 16358SH Sole 12278 0 4080 Chart Industries, Inc. COM 16115Q308 35319 529759SH Sole 269888 0 259871 Chicago Brdg + Iron Co N V COM 167250109 12144 262008SH Sole 262008 0 0 Chipolte Mexican Grill COM 169656105 527 1773SH Sole 1773 0 0 Chuy's Holdings COM 171604101 12175 544980SH Sole 226328 0 318652 Concur Technologies Inc COM 206708109 38400 568727SH Sole 327952 0 240775 Conn's Inc COM 208242107 5429 176959SH Sole 176959 0 0 Cornerstone on Demand COM 21925Y103 36498 1235950SH Sole 537068 0 698882 Costar Group Inc COM 22160N109 49539 554317SH Sole 240494 0 313823 Costco Wholesale Corp COM 22160K105 1932 19558SH Sole 16405 0 3153 Cutera Inc COM 232109108 5749 638832SH Sole 259583 0 379249 Cynosure Inc. COM 232577205 25625 1062839SH Sole 449243 0 613596 D R Horton, Inc. COM 23331A109 15222 769565SH Sole 769565 0 0 Demandware COM 24802Y105 6407 234515SH Sole 95260 0 139255 Dexcom Inc COM 252131107 15959 1172558SH Sole 508740 0 663818 EHealth Inc COM 28238P109 19287 701842SH Sole 438633 0 263209 EMC Communications CorporationCOM 268648102 2987 118081SH Sole 95131 0 22950 Ebay, Inc. COM 278642103 6018 117955SH Sole 93116 0 24839 Ellie Mae Inc COM 28849P100 13959 503028SH Sole 316097 0 186931 Eloqua, Inc COM 290139104 7228 306391SH Sole 124358 0 182033 Encore Captial Group COM 292554102 11308 369299SH Sole 150026 0 219273 Endologix Inc COM 29266S106 57041 4005665SH Sole 1727258 0 2278407 Epam Systems COM 29414B104 6652 367522SH Sole 149190 0 218332 Equinix Inc COM 29444U502 5002 24257SH Sole 19472 0 4785 ExactTarget Inc COM 30064K105 9262 463094SH Sole 463094 0 0 Exlservice Holdings Inc. COM 302081104 20297 765929SH Sole 564441 0 201488 F5 Networks Inc COM 315616102 553 5691SH Sole 5691 0 0 Facebook Inc COM 30303M102 2146 80582SH Sole 63631 0 16951 Faro Technologies Inc COM 311642102 21242 595358SH Sole 328355 0 267003 Fastenal Co COM 311900104 1800 38548SH Sole 31013 0 7535 Fedex Corporation COM 31428X106 2879 31385SH Sole 24774 0 6611 Financial Engines Inc COM 317485100 36490 1314949SH Sole 571552 0 743397 Five Below COM 33829M101 16160 504363SH Sole 218835 0 285528 Fleetmatics Group COM G35569105 4423 175810SH Sole 71379 0 104431 Fluidigm Corp COM 34385P108 3126 218436SH Sole 88727 0 129709 Fluor Corp COM 343412102 1783 30357SH Sole 24934 0 5423 Francescas Holdings COM 351793104 31615 1217835SH Sole 529992 0 687843 Fresh Market Inc. COM 35804H106 43368 901799SH Sole 519432 0 382367 Geospace Technologies COM 37364X109 11832 133141SH Sole 58057 0 75084 Gilead Sciences COM 375558103 2696 36700SH Sole 27553 0 9147 Google Inc-CL A COM 38259P508 4965 6999SH Sole 5527 0 1472 Graham Corp COM 384556106 9465 485404SH Sole 197230 0 288174 Grand Canyon Education Inc COM 38526M106 38005 1619285SH Sole 695347 0 923938 Guidewire Software COM 40171V100 58636 1972964SH Sole 1067991 0 904973 H&E Equipment Services COM 404030108 27910 1852040SH Sole 805154 0 1046886 Healthstream Inc COM 42222N103 25074 1031410SH Sole 774353 0 257057 Heritage-Crystal Clean Inc COM 42726M106 3732 248658SH Sole 101084 0 147574 Hexcel Corp COM 428291108 16434 609567SH Sole 264499 0 345068 Home Away COM 43739Q100 9976 453460SH Sole 453460 0 0 Hovnanian Enterprices COM 442487203 8344 1192018SH Sole 483883 0 708135 Humana Inc COM 444859102 2524 36774SH Sole 27792 0 8982 Hunt (JB) Transport Services COM 445658107 14829 248351SH Sole 248351 0 0 IPG Photonics Corp COM 44980X109 34998 525107SH Sole 278483 0 246624 Imperva Inc COM 45321L100 39388 1249227SH Sole 533290 0 715937 Innerworkings Inc COM 45773Y105 6992 507413SH Sole 206013 0 301400 Insulet Corp COM 45784P101 8298 391052SH Sole 158880 0 232172 Intuitive Surgical Inc. COM 46120E602 1206 2460SH Sole 1855 0 605 Kansas City Southern COM 485170302 19485 233410SH Sole 221980 0 11430 Lennar Corp COM 526057104 14407 372573SH Sole 372573 0 0 LinkedIn Corp A COM 53578A108 4619 40231SH Sole 32232 0 7999 Liveperson, Inc. COM 538146101 17451 1328081SH Sole 1031228 0 296853 Lululemon Athletica Inc COM 550021109 12868 168800SH Sole 168800 0 0 M/I Homes COM 55305B101 13876 523621SH Sole 212561 0 311060 Manitex International COM 563420108 2771 388073SH Sole 162095 0 225978 Market Leader COM 57056R103 6829 1042666SH Sole 424019 0 618647 Marlin Business Services COM 571157106 7187 358289SH Sole 146117 0 212172 Mastec Inc COM 576323109 14806 593911SH Sole 257962 0 335949 Mastercard Inc COM 57636Q104 5321 10830SH Sole 8647 0 2183 Medidata Solutions COM 58471A105 14552 371330SH Sole 161299 0 210031 Meritage Homes Corp COM 59001A102 47061 1259996SH Sole 546519 0 713477 Michael Kors Holdings COM G60754101 4442 87044SH Sole 68980 0 18064 Millennial Media Inc COM 60040N105 30228 2412422SH Sole 1049176 0 1363246 Moody's Corp COM 615369105 3676 73049SH Sole 58786 0 14263 NOVO-Nordisk A/S Spons ADR COM 670100205 3675 22520SH Sole 16901 0 5619 Netsuite COM 64118Q107 74133 1101535SH Sole 628273 0 473262 Numerex Corp COM 67053A102 1626 123739SH Sole 50245 0 73494 Old Dominion Freight Line COM 679580100 44076 1285761SH Sole 558565 0 727196 Osi Sys Inc COM 671044105 29821 465664SH Sole 202362 0 263302 Paccar Inc COM 693718108 1575 34840SH Sole 27685 0 7155 Palo Alto Networks COM 697435105 8914 166557SH Sole 166557 0 0 Panera Bread Company COM 69840W108 48 304SH Sole 304 0 0 Polaris Industries COM 731068102 9570 113728SH Sole 113728 0 0 Portfolio Recovery AssociationCOM 73640Q105 40720 381061SH Sole 234476 0 146585 Precision Castparts Corp COM 740189105 5074 26787SH Sole 21221 0 5566 Priceline.com COM 741503403 4634 7459SH Sole 5891 0 1568 Procera Networks COM 74269U203 3118 168109SH Sole 68244 0 99865 Qualcomm Inc COM 747525103 4494 72456SH Sole 57216 0 15240 RBC Bearnings COM 75524B104 31012 619369SH Sole 268719 0 350650 Ralph Lauren Corp COM 751212101 3965 26449SH Sole 21074 0 5375 Realogy Holdings Corp COM 75605Y106 3234 77079SH Sole 61463 0 15616 Red Hat Inc COM 756577102 30 567SH Sole 567 0 0 Rentrak Corp COM 760174102 4042 207392SH Sole 84283 0 123109 RigNet Inc. COM 766582100 4086 200000SH Sole 81262 0 118738 Ruckus Wireless Inc COM 781220108 14834 658429SH Sole 286302 0 372127 Rue21 Inc COM 781295100 19420 684045SH Sole 515511 0 168534 Ryland Group Inc COM 783764103 44940 1231223SH Sole 534953 0 696270 SPS Commerce Inc COM 78463M107 19869 533101SH Sole 221898 0 311203 Salesforce.com Inc COM 79466L302 4472 26601SH Sole 21062 0 5539 Salix Pharamaceuticals COM 795435106 20205 499147SH Sole 287353 0 211794 Select Comfort Corp. COM 81616X103 4733 180842SH Sole 180842 0 0 ServiceNow Inc COM 81762P102 39763 1324121SH Sole 730534 0 593587 Solarwinds Inc COM 83416B109 12603 240286SH Sole 240286 0 0 Sourcefire Inc COM 83616T108 14870 314916SH Sole 136677 0 178239 Spectranetics Corp COM 84760C107 3669 248430SH Sole 100862 0 147568 Splunk Inc COM 848637104 57494 1981171SH Sole 1049304 0 931867 Stamps.com, Inc. COM 852857200 10553 418753SH Sole 170251 0 248502 Starbucks Corp. COM 855244109 4682 87317SH Sole 68915 0 18402 Stratasys Ltd. COM M85548101 13676 170635SH Sole 170635 0 0 Syntel Inc COM 87162H103 4473 83461SH Sole 36317 0 47144 Tangoe Inc COM 87582Y108 21115 1778894SH Sole 756853 0 1022041 Teradata Corp COM 88076W103 1311 21175SH Sole 16792 0 4383 Terex Corp COM 880779103 9998 355683SH Sole 355683 0 0 Texas Capital Bancshares COM 88224Q107 40562 904993SH Sole 393112 0 511881 Tile Shop Holdings Inc COM 88677Q109 10936 649795SH Sole 264144 0 385651 Tilly's Inc Class A Shares COM 886885102 1349 100000SH Sole 40631 0 59369 Tractor Supply Co COM 892356106 589 6662SH Sole 6662 0 0 Tumi Holdings COM 89969Q104 28802 1381378SH Sole 599438 0 781940 Ultimate Software Group Inc. COM 90385D107 63377 671296SH Sole 385965 0 285331 Ultra Salon Cosmetics & FragraCOM 90384S303 16872 171709SH Sole 171709 0 0 Under Armour Inc. COM 904311107 10560 217590SH Sole 217590 0 0 Union Pacific Corp COM 907818108 3017 23994SH Sole 19378 0 4616 VMWare Inc COM 928563402 4669 49596SH Sole 39301 0 10295 Visa Inc COM 92826C839 5923 39075SH Sole 30848 0 8227 Vocera Communications COM 92857F107 23542 937936SH Sole 397640 0 540296 Wabash National COM 929566107 25894 2886685SH Sole 1238002 0 1648683 Whole Foods Market Inc COM 966837106 5040 55185SH Sole 43734 0 11451 Workday Inc COM 98138H101 6026 110568SH Sole 110568 0 0 Magnum Hunter Res- Restricted COM 55973G119 2 72682SH Sole 29598 0 43084