-----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, AZSrqQLfCx5ay9wmnyZ9dv2KeE+c6NuYLqKN5cNPugt9HjNQAyFPS2q6OXuchd9k 0MCVMpzIm4sdIhN5IYLjWw== 0001026710-09-000004.txt : 20090407 0001026710-09-000004.hdr.sgml : 20090407 20090407130642 ACCESSION NUMBER: 0001026710-09-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090331 FILED AS OF DATE: 20090407 DATE AS OF CHANGE: 20090407 EFFECTIVENESS DATE: 20090407 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: 09737045 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 gim13f0903.txt GRANAHAN INVESTMENT MGT. 13F FILING Q1, 2009 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, 2009 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 7th day of April, 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 8841 331610 SH SOLE 4970 326640 AC MOORE COM 00086T103 142 75000 SH SOLE 75000 ACME PACKET COM 004764106 6223 1025226 SH SOLE 6200 1019026 ADVANCED ANALOGIC COM 00752J108 314 87200 SH SOLE 87200 ADVISORY BOARD COM 00762W107 10509 633840 SH SOLE 8200 625640 ALIGN TECHNOLOGY COM 016255101 14929 1882590 SH SOLE 45900 1836690 ALKERMES COM 01642T108 23363 1926050 SH SOLE 45650 1880400 AMAG PHARMACEUTICALS COM 00163U106 1782 48450 SH SOLE 3700 44750 AMEDISYS COM 023436108 1792 65200 SH SOLE 200 65000 AMER. ECOLOGY COM 025533407 5409 388005 SH SOLE 5150 382855 AMERICAN SUPERCONDUCTOR COM 030111108 8889 513510 SH SOLE 7910 505600 ANGIO DYNAMICS COM 03475V101 1189 105800 SH SOLE 11500 94300 APAC CUSTOMER SERVICES COM 00185E106 2354 692416 SH SOLE 692416 APTARGROUP COM 038336103 26312 844957 SH SOLE 11757 833200 ARCH CHEMICAL COM 03937R102 10693 563980 SH SOLE 8000 555980 ARIBA COM 04033V203 17025 1950164 SH SOLE 16250 1933914 ATHENAHEALTH COM 04685W103 2665 110526 SH SOLE 720 109806 ATHEROS COM 04743P108 4471 305000 SH SOLE 5200 299800 ATWOOD OCEANICS COM 050095108 8490 511760 SH SOLE 7410 504350 AUTHENTEC COM 052660107 1746 1179400 SH SOLE 36500 1142900 AUTOLIV COM 052800109 9610 517500 SH SOLE 3600 513900 BIOLASE TECHNOLOGY COM 090911108 488 545749 SH SOLE 92276 453473 BIOMARIN PHARMACEUTICALS COM 09061G101 7720 625100 SH SOLE 4300 620800 BLUE COAT SYSTEMS COM 09534T508 21284 1772220 SH SOLE 28100 1744120 BOOKHAM COM 09856E105 1496 3479100 SH SOLE 23300 3455800 BRUKER BIOSCIENCES COM 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18538Q105 7817 1517850 SH SOLE 24450 1493400 COGENT INC COM 19239Y108 8908 748572 SH SOLE 11650 736922 COMFORT SYSTEMS COM 199908104 3380 325930 SH SOLE 30000 295930 COMPELLENT TECHNOLOGIES COM 20452A108 3880 357600 SH SOLE 5400 352200 CONCEPTUS COM 206016107 2009 171000 SH SOLE 14300 156700 CONCUR TECHN COM 206708109 10673 556150 SH SOLE 8300 547850 CONTINENTAL AIRLINES COM 210795308 2950 334800 SH SOLE 5600 329200 CRUCELL COM 228769105 5485 278260 SH SOLE 21900 256360 CUBIST PHARMA COM 229678107 910 55650 SH SOLE 55650 CULLEN FROST COM 229899109 4586 97700 SH SOLE 1400 96300 CYBERONICS COM 23251P102 5417 408200 SH SOLE 9900 398300 CYMER COM 232572107 16333 733750 SH SOLE 9450 724300 CYPRESS BIOSCIENCES COM 232674507 3881 545800 SH SOLE 3750 542050 DECKERS OUTDOOR COM 243537107 626 11800 SH SOLE 11800 DEMAND TEC COM 24802R506 8123 928369 SH SOLE 11499 916870 DENTSPLY COM 249030107 26530 988100 SH SOLE 6800 981300 DIAMOND FOODS COM 252603105 5984 214250 SH SOLE 4600 209650 DRESS BARN 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199610 FLOW INTL COM 343468104 2407 1485900 SH SOLE 34400 1451500 FRONTEER DEVELOPMENT COM 35903Q106 4650 1913400 SH SOLE 29300 1884100 GAMESTOP CORP COM 36467W109 15087 538425 SH SOLE 5950 532475 GENESEE & WYOMING COM 371559105 9917 466700 SH SOLE 11950 454750 GENUINE PARTS COMPANY COM 372460105 3607 120800 SH SOLE 800 120000 GEOEYE COM 37250W108 11608 587730 SH SOLE 12780 574950 GLOBAL TRAFFIC NETWORK COM 37947B103 149 49250 SH SOLE 39100 10150 GUESS INC COM 401617105 2509 119000 SH SOLE 600 118400 HAEMONETICS COM 405024100 30144 547272 SH SOLE 10400 536872 HARRIS & HARRIS COM 413833104 762 205980 SH SOLE 205980 HARRIS STRATEX NETWORKS CL A COM 41457P106 2436 632775 SH SOLE 3875 628900 HARTE HANKS INC COM 416196103 1935 361600 SH SOLE 2100 359500 HEALTHCARE SVCS COM 421906108 11070 739500 SH SOLE 4500 735000 HEARTLAND EXPR COM 422347104 7540 509109 SH SOLE 7749 501360 HEARTLAND PAYMENT SYSTEMS COM 42235N108 6240 944000 SH SOLE 16750 927250 HENRY SCHEIN COM 806407102 29561 739200 SH SOLE 12000 727200 HLTH CORP COM 40422Y101 12326 1190900 SH SOLE 8200 1182700 HMS HOLDINGS CORP COM 40425J101 2650 80550 SH SOLE 1750 78800 HOT TOPIC INC COM 441339108 6033 539150 SH SOLE 13900 525250 HURON CONSULTING COM 447462102 885 20850 SH SOLE 150 20700 IDEXX LABORATORIES COM 45168D104 19009 549710 SH SOLE 7460 542250 IHS INC COM 451734107 4670 113400 SH SOLE 1200 112200 IMMUNOGEN COM 45253H101 9500 1338050 SH SOLE 63000 1275050 IMPAX LABS COM 45256B101 5394 1029300 SH SOLE 36400 992900 INTERSIL COM 46069S109 13168 1145000 SH SOLE 7900 1137100 INVACARE COM 461203101 2030 126650 SH SOLE 13600 113050 ISIS PHARMACEUTICALS COM 464330109 23212 1546449 SH SOLE 26050 1520399 ITT EDUCATIONAL SERVICES COM 45068B109 3830 31540 SH SOLE 640 30900 JEFFERIES GROUP COM 472319102 14109 1022363 SH SOLE 22000 1000363 JETBLUE AIRWAYS COM 477143101 3331 912600 SH SOLE 12900 899700 JOS A BANKS CLOTHIERS COM 480838101 14965 538100 SH SOLE 5700 532400 KADANT COM 48282T104 5133 445600 SH SOLE 8700 436900 KENNAMETAL COM 489170100 12348 761750 SH SOLE 4400 757350 KEY TECHNOLOGY COM 493143101 142 16100 SH SOLE 12750 3350 KNIGHT TRANS COM 499064103 13236 873100 SH SOLE 6000 867100 LAMAR AD COM 512815101 5656 580100 SH SOLE 4000 576100 LITTELFUSE COM 537008104 9999 909840 SH SOLE 5700 904140 LSB INDUSTRIES COM 502160104 6564 663678 SH SOLE 8740 654938 LUMINEX CORP COM 55027E102 15571 859350 SH SOLE 15950 843400 MACY'S COM 55616P104 116 13000 SH SOLE 13000 MARCHEX INC COM 56624R108 4936 1434895 SH SOLE 40450 1394445 MARINEMAX INC COM 567908108 619 315900 SH SOLE 54600 261300 MATTHEWS INTERNATIONAL COM 577128101 6348 220350 SH SOLE 3900 216450 MCGRATH RENT COM 580589109 13480 855320 SH SOLE 11950 843370 MEDAREX COM 583916101 14932 2910750 SH SOLE 61750 2849000 MEDICINES CO COM 584688105 325 30000 SH SOLE 30000 METTLER TOLEDO COM 592688105 16046 312600 SH SOLE 1950 310650 MHI HOSPITALITY COM 55302L102 262 232050 SH SOLE 232050 MINE SAFETY APPLIANCES COM 602720104 6816 340440 SH SOLE 4530 335910 MKS INSTRUMENTS COM 55306N104 18092 1233250 SH SOLE 23000 1210250 MONOLITHIC POWER COM 609839105 498 32150 SH SOLE 32150 MONRO MUFFLER COM 610236101 5116 187200 SH SOLE 14575 172625 MSC INDUSTRIAL COM 553530106 18330 589950 SH SOLE 8650 581300 MWI VETERINARY SUPPLY COM 55402X105 11573 406343 SH SOLE 12600 393743 NAPCO SECURITY TECHNOLOGIES COM 630402105 291 267064 SH SOLE 117300 149764 NEKTAR COM 640268108 18503 3432750 SH SOLE 78650 3354100 NESS TECHNOLOGY COM 64104X108 504 170800 SH SOLE 170800 NETEZZA COM 64111N101 16014 2348150 SH SOLE 34450 2313700 NETLOGIC SYSTEMS COM 64118B100 4486 163250 SH SOLE 2700 160550 NVR INC COM 62944T105 4615 10790 SH SOLE 40 10750 O'REILLY AUTO COM 686091109 31914 911581 SH SOLE 10070 901511 OCEANEERING INTERNATIONAL COM 675232102 10472 284030 SH SOLE 4730 279300 OM GROUP COM 670872100 10095 522537 SH SOLE 6787 515750 ON SEMICONDUCTOR CORP COM 682189105 3183 816160 SH SOLE 5700 810460 OPNEXT COM 68375V105 3294 1926468 SH SOLE 40800 1885668 ORMAT TECHNOLOGIES COM 686688102 14006 510050 SH SOLE 7500 502550 OSI SYSTEMS COM 671044105 1614 105750 SH SOLE 7150 98600 PDL BIOPHARMA COM 69329Y104 16305 2302900 SH SOLE 43400 2259500 PENSKE AUTOMOTIVE COM 70959W103 11382 1219900 SH SOLE 8400 1211500 PERICOM SEMICONDUCTOR COM 713831105 1102 150800 SH SOLE 150800 PHARMA PRODUCT DEV COM 717124101 10762 453700 SH SOLE 3100 450600 PHC INC COM 693315103 118 157400 SH SOLE 115700 41700 PINNACLE FINANC'L PTNRS COM 72346Q104 454 19135 SH SOLE 1350 17785 PMC SIERRA COM 69344F106 21283 3341200 SH SOLE 33250 3307950 POLYCOM COM 73172K104 24095 1565650 SH SOLE 22100 1543550 POWER INTEGRATIONS COM 739276103 6562 381500 SH SOLE 2400 379100 PRICESMART COM 741511109 17378 964900 SH SOLE 15450 949450 PROS HOLDING COM 74346Y103 5655 1216200 SH SOLE 35500 1180700 QC HOLDINGS COM 74729T101 4348 735644 SH SOLE 16849 718795 QIAGEN NV COM N72482107 25863 1620500 SH SOLE 11200 1609300 QLT INC COM 746927102 2659 1502438 SH SOLE 55300 1447138 RADIANT SYSTEMS COM 75025N102 1931 437850 SH SOLE 28150 409700 RBC BEARINGS COM 75524B104 12831 839697 SH SOLE 13253 826444 RED HAT INC COM 756577102 17857 1000950 SH SOLE 16800 984150 REGENERON COM 75886F107 14108 1017900 SH SOLE 19000 998900 REGIS COM 758932107 173 12000 SH SOLE 12000 RENT-A-CENTER COM 76009N100 7235 373530 SH SOLE 5430 368100 RESOURCES CONN. COM 76122Q105 4562 302500 SH SOLE 4350 298150 RITCHIE BROS AUTIONEERS INC COM 767744105 20733 1115290 SH SOLE 16100 1099190 RIVERBED TECHNOLOGY COM 768573107 34505 2638000 SH SOLE 46250 2591750 ROSS STORES COM 778296103 8211 228860 SH SOLE 3000 225860 RUDDICK CORP COM 781258108 23943 1066500 SH SOLE 15800 1050700 RUDOLPH TECH COM 781270103 212 70000 SH SOLE 70000 SAFEGUARD SCIENTIFICS COM 786449108 27 48850 SH SOLE 48850 SALESFORCE.COM COM 79466L302 18093 552800 SH SOLE 3600 549200 SEATTLE GENETICS COM 812578102 19475 1975154 SH SOLE 40900 1934254 SEI INVESTMENTS COM 784117103 5595 458200 SH SOLE 6100 452100 SEMITOOL COM 816909105 814 292850 SH SOLE 34350 258500 SENSIENT TECH COM 81725T100 35399 1506350 SH SOLE 20600 1485750 SEQUENOM COM 817337405 4176 293650 SH SOLE 5450 288200 SILICON LABORATORIES INC COM 826919102 5848 221500 SH SOLE 1400 220100 SILICON MOTION COM 82706C108 4821 1734200 SH SOLE 35000 1699200 SKILLSOFT PLC COM 830928107 3541 529300 SH SOLE 7900 521400 SOLERA HOLDINGS COM 83421A104 3347 135050 SH SOLE 800 134250 SPARTAN STORES COM 846822104 3458 224370 SH SOLE 3980 220390 ST MARY LAND&EX COM 792228108 4479 338585 SH SOLE 5560 333025 STERICYCLE COM 858912108 16799 351950 SH SOLE 4100 347850 STERLING CONSTRUCTION COM 859241101 572 32080 SH SOLE 2600 29480 STRATASYS INC COM 862685104 5010 605750 SH SOLE 9550 596200 SUCAMPO PHARMACEUTICALS COM 864909106 164 26700 SH SOLE 21700 5000 SUCCESS FACTORS COM 864596101 10093 1322800 SH SOLE 24400 1298400 SUN HEALTHCARE COM 866933401 9844 1166350 SH SOLE 30400 1135950 SYCAMORE NTWKS COM 871206108 13067 4894000 SH SOLE 31100 4862900 TEMPUR-PEDIC COM 88023U101 1215 166400 SH SOLE 2350 164050 TENNANT CO COM 880345103 1025 109400 SH SOLE 8650 100750 TERADYNE COM 880770102 11669 2664100 SH SOLE 57800 2606300 TESCO COM 88157K101 8370 1070370 SH SOLE 15268 1055102 THESTREET.COM COM 88368Q103 871 442100 SH SOLE 48200 393900 TITAN MACHINERY COM 88830R101 97 10750 SH SOLE 5800 4950 TRIMBLE NAV COM 896239100 8023 525070 SH SOLE 7020 518050 TRUE RELIGION COM 89784n104 3084 261100 SH SOLE 9500 251600 TRUEBLUE COM 89785X101 10482 1270500 SH SOLE 15950 1254550 U-STORE-IT TRUST COM 91274F104 3960 1960600 SH SOLE 13249 1947351 ULTICOM COM 903844108 3959 791700 SH SOLE 4700 787000 UNDER ARMOUR COM 904311107 173 10500 SH SOLE 10500 VARIAN SEMICONDUCTOR COM 922207105 11349 523975 SH SOLE 3325 520650 VASCULAR SOLUTIONS COM 92231M109 170 27750 SH SOLE 18300 9450 VERIFONE HOLDINGS COM 92342Y109 16518 2429100 SH SOLE 34200 2394900 VERIGY COM Y93691106 12537 1519650 SH SOLE 26550 1493100 VERTEX PHARM COM 92532F100 14781 514497 SH SOLE 3300 511197 VOCUS COM 92858J108 1507 113400 SH SOLE 10600 102800 WADDELL AND REED FINANCIAL COM 930059100 7439 411700 SH SOLE 2600 409100 WATSCO COM 942622200 18185 534375 SH SOLE 6850 527525 WET SEAL COM 961840105 7515 2236650 SH SOLE 37150 2199500 WMS INDUSTRIES INC COM 929297109 17158 820550 SH SOLE 12450 808100 XOMA LTD COM G9825R107 667 1257700 SH SOLE 96800 1160900 icad inc COM 44934S107 57 62640 SH SOLE 38190 24450 j2 GLOBAL COMMUNICATIONS COM 46626E205 6525 298100 SH SOLE 5400 292700
Report Summary: Number of Other Included Managers: None Table Entry Total: 214 Table Value $1,819 Million -----END PRIVACY-ENHANCED MESSAGE-----