-----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, UuZFVnnNftinVMOeJaipeYPHLipWT5rBoHC5cQTN66r1Tp5BViP68j0W3YlAQzhC Sa9nRaSLUDH5Kdk+550jtg== 0001026710-09-000002.txt : 20090106 0001026710-09-000002.hdr.sgml : 20090106 20090106102949 ACCESSION NUMBER: 0001026710-09-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20081231 FILED AS OF DATE: 20090106 DATE AS OF CHANGE: 20090106 EFFECTIVENESS DATE: 20090106 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: 09508551 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 gim13f0812.txt GRANAHAN INVESTMENT MGT. 13F FILING Q4, 2008 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 December 31, 2008 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 6th day of January, 2009. 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 - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- AARON RENTS INC COM 002535201 14882 559060 SH SOLE 7470 551590 ACME PACKET COM 004764106 5287 1005226 SH SOLE 6100 999126 ADOLOR COM 00724X102 358 215900 SH SOLE 215900 ADVANCED ANALOGIC COM 00752J108 151 50000 SH SOLE 50000 ADVISORY BOARD COM 00762W107 11584 519470 SH SOLE 7480 511990 ALIGN TECHNOLOGY COM 016255101 16675 1905690 SH SOLE 45900 1859790 ALKERMES COM 01642T108 20715 1945100 SH SOLE 45650 1899450 AMAG PHARMACEUTICALS COM 00163U106 3965 110600 SH SOLE 7300 103300 AMER. ECOLOGY COM 025533407 8210 405855 SH SOLE 4450 401405 AMERICAN SUPERCONDUCTOR COM 030111108 5773 353970 SH SOLE 5770 348200 AMERIGON COM 03070L300 108 33000 SH SOLE 33000 AMN HEALTHCARE COM 001744101 333 39400 SH SOLE 200 39200 ANGIO DYNAMICS COM 03475V101 1378 100650 SH SOLE 10850 89800 APAC CUSTOMER SERVICES COM 00185E106 874 722216 SH SOLE 722216 APTARGROUP COM 038336103 41655 1182037 SH SOLE 16337 1165700 ARCH CHEMICAL COM 03937R102 9326 357730 SH SOLE 5350 352380 ARENA PHARMACEUTICAL COM 040047102 284 68200 SH SOLE 68200 ARIBA COM 04033V203 14062 1950314 SH SOLE 16050 1934264 ATHENAHEALTH COM 04685W103 3868 102826 SH SOLE 620 102206 ATWOOD OCEANICS COM 050095108 4269 279360 SH SOLE 4260 275100 AUTHENTEC COM 052660107 1955 1170700 SH SOLE 36500 1134200 AUTOLIV COM 052800109 11106 517500 SH SOLE 3600 513900 BIOLASE TECHNOLOGY COM 090911108 886 594849 SH SOLE 92276 502573 BIOMARIN PHARMACEUTICALS COM 09061G101 11127 625100 SH SOLE 4300 620800 BLUE COAT SYSTEMS COM 09534T508 15659 1864220 SH SOLE 29200 1835020 BOOKHAM COM 09856E105 1521 3379100 SH SOLE 23300 3355800 BRUKER BIOSCIENCES COM 116794108 4261 1054750 SH SOLE 56950 997800 BTU INTERNATIONAL COM 056032105 830 207580 SH SOLE 16900 190680 BUFFALO WILD WINGS COM 119848109 995 38800 SH SOLE 200 38600 CADENCE DESIGN COM 127387108 7653 2090940 SH SOLE 20250 2070690 CANTEL MEDICAL COM 138098108 161 11000 SH SOLE 11000 CAPELLA EDUCATION COM 139594105 6279 106850 SH SOLE 750 106100 CARBO CERAMICS COM 140781105 5136 144549 SH SOLE 2100 142449 CAS MEDICAL COM 124769209 42 21600 SH SOLE 21600 CASH AMERICA COM 14754D100 26256 960005 SH SOLE 11200 948805 CELADON GROUP COM 150838100 1301 152550 SH SOLE 152550 CEPHALON COM 156708109 31490 408750 SH SOLE 2850 405900 CEVA COM 157210105 957 136650 SH SOLE 14950 121700 CHATTEM COM 162456107 14757 206300 SH SOLE 3700 202600 CHIC. BRIDGE & IRON COM 167250109 1312 130500 SH SOLE 900 129600 CHIPOTLE MEX GRILLE B COM 169656204 5577 97350 SH SOLE 1750 95600 CHIPOTLE MEXICAN GRILL COM 169656105 6263 101050 SH SOLE 1650 99400 CITI TRENDS COM 17306X102 149 10100 SH SOLE 10100 CLARIENT COM 180489106 47 29100 SH SOLE 29100 CLEAN ENERGY FUELS CORP COM 184499101 2135 353400 SH SOLE 6750 346650 CLEARWIRE COM 18538Q105 6423 1533050 SH SOLE 23950 1509100 COGENT INC COM 19239Y108 14723 1084972 SH SOLE 17650 1067322 COMFORT SYSTEMS COM 199908104 3760 352730 SH SOLE 28800 323930 CONCEPTUS COM 206016107 2812 184750 SH SOLE 14300 170450 CONCUR TECHN COM 206708109 11173 340442 SH SOLE 5242 335200 CONTINENTAL AIRLINES COM 210795308 8421 466300 SH SOLE 7800 458500 CORP EXEC BOARD COM 21988R102 596 27000 SH SOLE 200 26800 CRUCELL COM 228769105 5019 331300 SH SOLE 25600 305700 CULLEN FROST COM 229899109 4637 91500 SH SOLE 1200 90300 CYBERONICS COM 23251P102 9109 549700 SH SOLE 13200 536500 CYMER COM 232572107 15677 715500 SH SOLE 9200 706300 CYPRESS BIOSCIENCES COM 232674507 4317 631100 SH SOLE 3750 627350 CYTOKINETICS COM 23282W100 3415 1198234 SH SOLE 5885 1192349 DECKERS OUTDOOR COM 243537107 887 11100 SH SOLE 11100 DEMAND TEC COM 24802R506 6078 753219 SH SOLE 9449 743770 DENTSPLY COM 249030107 27904 988100 SH SOLE 6800 981300 DIAMOND FOODS COM 252603105 2991 148450 SH SOLE 3000 145450 DRESS BARN COM 261570105 7979 742900 SH SOLE 13200 729700 DSP GROUP COM 23332B106 520 64850 SH SOLE 64850 DUN & BRADSTREET COM 26483E100 43998 569920 SH SOLE 7770 562150 DURECT CORP COM 266605104 8747 2580150 SH SOLE 67600 2512550 DUSA PHARMACEUTICALS COM 266898105 919 875600 SH SOLE 875600 DYAX CORP COM 26746E103 3835 1053546 SH SOLE 1053546 DYNAVAX COM 268158102 79 93800 SH SOLE 93800 EDWARDS LIFESCIENCES COM 28176E108 30865 561700 SH SOLE 3400 558300 EMS TECHNOLOGIES INC COM 26873N108 2778 107400 SH SOLE 700 106700 EQUIFAX COM 294429105 14445 544700 SH SOLE 5820 538880 EURONET COM 298736109 26713 2300840 SH SOLE 41100 2259740 EVERGREEN SOLAR COM 30033R108 198 62000 SH SOLE 62000 EXELIXIS INC COM 30161Q104 6573 1309350 SH SOLE 7300 1302050 EXPONENT COM 30214U102 4982 165610 SH SOLE 3950 161660 FACET BIOTECH COM 30303Q103 4476 466690 SH SOLE 8680 458010 FACTSET RESH SYSTEMS COM 303075105 34910 789100 SH SOLE 11800 777300 FEI COMPANY COM 30241L109 8841 468750 SH SOLE 11250 457500 FGX INTERNATIONAL COM G3396L102 1876 136510 SH SOLE 800 135710 FLOW INTL COM 343468104 3872 1599900 SH SOLE 36900 1563000 FORRESTER COM 346563109 234 8300 SH SOLE 8300 GAMESTOP CORP COM 36467W109 15759 727575 SH SOLE 8700 718875 GENESEE & WYOMING COM 371559105 13929 456700 SH SOLE 11350 445350 GEOEYE COM 37250W108 7984 415180 SH SOLE 9980 405200 GERBER SCIENTIFIC COM 373730100 378 74000 SH SOLE 74000 GLOBAL PAYMENTS COM 37940X102 4896 149300 SH SOLE 900 148400 GLOBAL TRAFFIC NETWORK COM 37947B103 223 38200 SH SOLE 28600 9600 GUESS INC COM 401617105 1409 91800 SH SOLE 400 91400 HAEMONETICS COM 405024100 33171 587100 SH SOLE 11500 575600 HARRIS & HARRIS COM 413833104 914 231330 SH SOLE 231330 HARRIS STRATEX NETWORKS CL A COM 41457P106 4287 830875 SH SOLE 5275 825600 HARTE HANKS INC COM 416196103 2350 376600 SH SOLE 2100 374500 HEALTHCARE SVCS COM 421906108 11130 698700 SH SOLE 4200 694500 HEARTLAND EXPR COM 422347104 11544 732509 SH SOLE 10849 721660 HEARTLAND PAYMENT SYSTEMS COM 42235N108 22379 1278800 SH SOLE 22450 1256350 HENRY SCHEIN COM 806407102 27382 746300 SH SOLE 12000 734300 HERBALIFE LTD COM G4412G101 766 35350 SH SOLE 1450 33900 HLTH CORP COM 40422Y101 12457 1190900 SH SOLE 8200 1182700 HOT TOPIC INC COM 441339108 6493 700450 SH SOLE 17650 682800 HUMAN GENOME COM 444903108 3148 1484800 SH SOLE 55600 1429200 HURON CONSULTING COM 447462102 1194 20850 SH SOLE 150 20700 IDEXX LABORATORIES COM 45168D104 28929 801810 SH SOLE 10310 791500 IHS INC COM 451734107 4243 113400 SH SOLE 1200 112200 IMMUNOGEN COM 45253H101 5948 1386500 SH SOLE 63000 1323500 IMPAX LABS COM 45256B101 8538 1067200 SH SOLE 36400 1030800 INSPIRE PHARMACEUTICALS COM 457733103 318 88400 SH SOLE 88400 INTERSIL COM 46069S109 10523 1145000 SH SOLE 7900 1137100 INVACARE COM 461203101 2184 140700 SH SOLE 13600 127100 ISIS PHARMACEUTICALS COM 464330109 22152 1562199 SH SOLE 26050 1536149 JEFFERIES GROUP COM 472319102 16088 1144263 SH SOLE 24200 1120063 JETBLUE AIRWAYS COM 477143101 8996 1267100 SH SOLE 17900 1249200 JOS A BANKS CLOTHIERS COM 480838101 16630 635950 SH SOLE 7150 628800 KADANT COM 48282T104 4621 342800 SH SOLE 6400 336400 KENNAMETAL COM 489170100 17142 772500 SH SOLE 4400 768100 KEY TECHNOLOGY COM 493143101 351 18600 SH SOLE 17250 1350 KNIGHT TRANS COM 499064103 20108 1247400 SH SOLE 8600 1238800 LA JOLLA PHARMACEUTICAL COM 503459307 46 79900 SH SOLE 79900 LAMAR AD COM 512815101 9715 773500 SH SOLE 5300 768200 LHC GROUP COM 50187A107 306 8500 SH SOLE 8500 LITTELFUSE COM 537008104 15168 913740 SH SOLE 5700 908040 LSB INDUSTRIES COM 502160104 5959 716228 SH SOLE 9970 706258 LUMINEX CORP COM 55027E102 18599 870750 SH SOLE 15950 854800 MARCHEX INC COM 56624R108 8606 1476145 SH SOLE 40450 1435695 MARINEMAX INC COM 567908108 1020 300850 SH SOLE 19600 281250 MATTHEWS INTERNATIONAL COM 577128101 8057 219650 SH SOLE 3700 215950 MCGRATH RENT COM 580589109 20578 963374 SH SOLE 13550 949824 MEDAREX COM 583916101 16445 2947050 SH SOLE 61750 2885300 MEDICINES CO COM 584688105 442 30000 SH SOLE 30000 METTLER TOLEDO COM 592688105 19650 291550 SH SOLE 1950 289600 MHI HOSPITALITY COM 55302L102 315 248650 SH SOLE 248650 MINE SAFETY APPLIANCES COM 602720104 9066 379190 SH SOLE 4780 374410 MKS INSTRUMENTS COM 55306N104 17913 1211150 SH SOLE 21900 1189250 MOBILE MINI COM 60740F105 332 23000 SH SOLE 23000 MONOLITHIC POWER COM 609839105 410 32500 SH SOLE 32500 MONRO MUFFLER COM 610236101 8239 323100 SH SOLE 16275 306825 MSC INDUSTRIAL COM 553530106 26396 716700 SH SOLE 10400 706300 MWI VETERINARY SUPPLY COM 55402X105 9901 367243 SH SOLE 11900 355343 NEKTAR COM 640268108 19411 3491100 SH SOLE 78650 3412450 NESS TECHNOLOGY COM 64104X108 763 178200 SH SOLE 178200 NETEZZA COM 64111N101 11359 1777550 SH SOLE 26250 1751300 NETLOGIC SYSTEMS COM 64118B100 385 17500 SH SOLE 17500 NUSKIN COM 67018T105 3381 324200 SH SOLE 5500 318700 NVR INC COM 62944T105 3235 7090 SH SOLE 40 7050 O'REILLY AUTO COM 686091109 45905 1493331 SH SOLE 17670 1475661 OCEANEERING INTERNATIONAL COM 675232102 7625 261680 SH SOLE 4280 257400 OM GROUP COM 670872100 12931 612550 SH SOLE 7350 605200 ON SEMICONDUCTOR CORP COM 682189105 2219 652560 SH SOLE 4500 648060 OPNEXT COM 68375V105 3207 1832818 SH SOLE 38900 1793918 ORMAT TECHNOLOGIES COM 686688102 13977 438550 SH SOLE 6500 432050 OSI SYSTEMS COM 671044105 2133 154000 SH SOLE 10350 143650 PDL BIOPHARMA COM 69329Y104 14421 2333450 SH SOLE 43400 2290050 PENSKE AUTOMOTIVE COM 70959W103 9369 1219900 SH SOLE 8400 1211500 PERICOM SEMICONDUCTOR COM 713831105 862 157300 SH SOLE 157300 PHARMA PRODUCT DEV COM 717124101 13162 453700 SH SOLE 3100 450600 PHC INC COM 693315103 209 155150 SH SOLE 115700 39450 PINNACLE FINANC'L PTNRS COM 72346Q104 526 17635 SH SOLE 600 17035 PMC SIERRA COM 69344F106 21767 4478800 SH SOLE 46650 4432150 POLYCOM COM 73172K104 15867 1174450 SH SOLE 17000 1157450 POWER INTEGRATIONS COM 739276103 6330 318400 SH SOLE 2200 316200 PRICESMART COM 741511109 16194 783820 SH SOLE 12770 771050 PROS HOLDING COM 74346Y103 7070 1229500 SH SOLE 35500 1194000 QC HOLDINGS COM 74729T101 2756 727156 SH SOLE 17210 709946 QIAGEN NV COM N72482107 28456 1620500 SH SOLE 11200 1609300 QLT INC COM 746927102 3936 1633188 SH SOLE 55300 1577888 RADIANT SYSTEMS COM 75025N102 1530 454150 SH SOLE 26750 427400 RBC BEARINGS COM 75524B104 17261 851147 SH SOLE 13253 837894 RED HAT INC COM 756577102 12951 979650 SH SOLE 16200 963450 REGENERON COM 75886F107 18938 1031500 SH SOLE 19000 1012500 REHABCARE GROUP COM 759148109 227 15000 SH SOLE 15000 RENT-A-CENTER COM 76009N100 8625 488650 SH SOLE 7200 481450 RESOURCES CONN. COM 76122Q105 3411 208250 SH SOLE 2650 205600 RITCHIE BROS AUTIONEERS INC COM 767744105 22221 1037390 SH SOLE 14800 1022590 RIVERBED TECHNOLOGY COM 768573107 28620 2512700 SH SOLE 43950 2468750 ROSS STORES COM 778296103 9854 331460 SH SOLE 5200 326260 RUDDICK CORP COM 781258108 27606 998400 SH SOLE 14200 984200 RUDOLPH TECH COM 781270103 212 60000 SH SOLE 60000 SAFEGUARD SCIENTIFICS COM 786449108 29 41950 SH SOLE 41950 SALESFORCE.COM COM 79466L302 23454 732700 SH SOLE 4900 727800 SANTARUS COM 802817304 351 223550 SH SOLE 223550 SEATTLE GENETICS COM 812578102 17890 2001154 SH SOLE 40900 1960254 SEI INVESTMENTS COM 784117103 11772 749300 SH SOLE 10900 738400 SEMITOOL COM 816909105 922 302150 SH SOLE 32550 269600 SENSIENT TECH COM 81725T100 36860 1543540 SH SOLE 20750 1522790 SILICON LABORATORIES INC COM 826919102 6758 272700 SH SOLE 1800 270900 SILICON MOTION COM 82706C108 3275 1430100 SH SOLE 27900 1402200 SKECHERS USA COM 830566105 19261 1502450 SH SOLE 22600 1479850 SKILLSOFT PLC COM 830928107 3007 421100 SH SOLE 4600 416500 SOLERA HOLDINGS COM 83421A104 3031 125750 SH SOLE 700 125050 SOMANETICS COM 834445405 423 25600 SH SOLE 25600 SPARTAN STORES COM 846822104 6895 296540 SH SOLE 5680 290860 ST MARY LAND&EX COM 792228108 7475 368035 SH SOLE 5910 362125 STERICYCLE COM 858912108 18353 352400 SH SOLE 4150 348250 STERLING CONSTRUCTION COM 859241101 571 30830 SH SOLE 2600 28230 STRATASYS INC COM 862685104 5032 468050 SH SOLE 7350 460700 SUCAMPO PHARMACEUTICALS COM 864909106 419 72948 SH SOLE 21700 51248 SUCCESS FACTORS COM 864596101 4980 867600 SH SOLE 19600 848000 SUN HEALTHCARE COM 866933401 10475 1183600 SH SOLE 30400 1153200 SYCAMORE NTWKS COM 871206108 13757 5114300 SH SOLE 31100 5083200 TENNANT CO COM 880345103 1826 118600 SH SOLE 8650 109950 TERADYNE COM 880770102 15775 3738100 SH SOLE 79300 3658800 TESCO COM 88157K101 6948 973120 SH SOLE 15820 957300 THESTREET.COM COM 88368Q103 1324 456500 SH SOLE 45600 410900 THINKORSWIM GROUP COM 88409C105 5556 988700 SH SOLE 5000 983700 TITAN MACHINERY COM 88830R101 146 10350 SH SOLE 5800 4550 TRIMBLE NAV COM 896239100 9489 439120 SH SOLE 5570 433550 TRUE RELIGION COM 89784n104 3957 318100 SH SOLE 8900 309200 TRUEBLUE COM 89785X101 11231 1173550 SH SOLE 13100 1160450 U-STORE-IT TRUST COM 91274F104 9261 2081200 SH SOLE 14350 2066850 ULTICOM COM 903844108 4038 791700 SH SOLE 4700 787000 UNDER ARMOUR COM 904311107 434 18200 SH SOLE 18200 VARIAN SEMICONDUCTOR COM 922207105 9284 512375 SH SOLE 3225 509150 VASCULAR SOLUTIONS COM 92231M109 272 30100 SH SOLE 18300 11800 VERIFONE HOLDINGS COM 92342Y109 11645 2376600 SH SOLE 32600 2344000 VERIGY COM Y93691106 14293 1485750 SH SOLE 25350 1460400 VERTEX PHARM COM 92532F100 15732 517847 SH SOLE 3300 514547 VOCUS COM 92858J108 2098 115200 SH SOLE 8000 107200 WABCO HOLDINGS COM 92927K102 9785 619720 SH SOLE 8550 611170 WADDELL AND REED FINANCIAL COM 930059100 4108 265700 SH SOLE 1600 264100 WATSCO COM 942622200 19355 504025 SH SOLE 6050 497975 WET SEAL COM 961840105 6009 2023150 SH SOLE 33700 1989450 WMS INDUSTRIES INC COM 929297109 20753 771480 SH SOLE 12180 759300 XOMA LTD COM G9825R107 859 1385250 SH SOLE 96800 1288450 icad inc COM 44934S107 67 59190 SH SOLE 38190 21000 j2 GLOBAL COMMUNICATIONS COM 46626E205 5164 257700 SH SOLE 4200 253500
Report Summary: Number of Other Included Managers: None Table Entry Total: 225 Table Value $2,054 Million -----END PRIVACY-ENHANCED MESSAGE-----