-----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, DPUmeXSmI/fv/M8gvkplIH0aPPl2J1z5RgROPfIwuqFIs1bhirB53Cu6AcSp5TUf NuB/tjXi1tPXTuDj+dbZQQ== 0001026710-09-000006.txt : 20090713 0001026710-09-000006.hdr.sgml : 20090713 20090713100812 ACCESSION NUMBER: 0001026710-09-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090630 FILED AS OF DATE: 20090713 DATE AS OF CHANGE: 20090713 EFFECTIVENESS DATE: 20090713 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: 09941307 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 gim13f0906.txt GRANAHAN INVESTMENT MGT. 13F FILING Q2, 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 June 30, 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 13th day of July, 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'S INC. COM 002535201 12353 414240 SH SOLE 2610 411630 AC MOORE COM 00086T103 282 75000 SH SOLE 75000 ACME PACKET COM 004764106 12970 1281576 SH SOLE 7800 1273776 ADVANCED ANALOGIC COM 00752J108 395 85970 SH SOLE 85970 ADVISORY BOARD COM 00762W107 18103 704400 SH SOLE 4460 699940 ALIGN TECHNOLOGY COM 016255101 19578 1846950 SH SOLE 11100 1835850 ALKERMES COM 01642T108 26525 2451440 SH SOLE 14600 2436840 AMEDISYS COM 023436108 3947 119532 SH SOLE 700 118832 AMER. 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139000 BLUE COAT SYSTEMS COM 09534T508 28563 1726890 SH SOLE 10450 1716440 BRUKER BIOSCIENCES COM 116794108 8985 970250 SH SOLE 5000 965250 BTU INTERNATIONAL COM 056032105 955 182177 SH SOLE 182177 BUFFALO WILD WINGS COM 119848109 1701 52300 SH SOLE 300 52000 CADENCE DESIGN COM 127387108 17936 3039990 SH SOLE 20500 3019490 CAPELLA EDUCATION COM 139594105 9878 164750 SH SOLE 950 163800 CARBO CERAMICS COM 140781105 8155 238459 SH SOLE 1500 236959 CAS MEDICAL COM 124769209 52 27740 SH SOLE 27740 CASH AMERICA COM 14754D100 24216 1035305 SH SOLE 6400 1028905 CELADON GROUP COM 150838100 1284 153000 SH SOLE 153000 CEPHALON COM 156708109 19020 335750 SH SOLE 2350 333400 CEPHEID COM 15670R107 1256 133300 SH SOLE 133300 CEVA COM 157210105 1089 125460 SH SOLE 125460 CHATTEM COM 162456107 24073 353500 SH SOLE 2150 351350 CKE RESTAURANTS COM 12561E105 3015 355500 SH SOLE 2000 353500 CLARIENT COM 180489106 52 13970 SH SOLE 13970 CLEAN ENERGY FUELS CORP COM 184499101 4801 557650 SH SOLE 3550 554100 CLEARWIRE COM 18538Q105 8311 1502850 SH SOLE 9450 1493400 COGENT INC COM 19239Y108 9484 883902 SH SOLE 5350 878552 COMFORT SYSTEMS COM 199908104 2658 259270 SH SOLE 259270 COMPELLENT TECHNOLOGIES COM 20452A108 8438 553300 SH SOLE 3300 550000 CONCEPTUS COM 206016107 2645 156500 SH SOLE 156500 CONCUR TECHN COM 206708109 17114 550650 SH SOLE 3400 547250 CONTINENTAL AIRLINES COM 210795308 2934 331200 SH SOLE 2000 329200 CRUCELL COM 228769105 4639 192530 SH SOLE 192530 CUBIST PHARMA COM 229678107 1017 55460 SH SOLE 55460 CULLEN FROST COM 229899109 3309 71750 SH SOLE 450 71300 CYBERONICS COM 23251P102 6665 400800 SH SOLE 2500 398300 CYMER COM 232572107 21673 729000 SH SOLE 4700 724300 CYPRESS BIOSCIENCES COM 232674507 5141 545800 SH SOLE 3750 542050 DEALERTRACK HOLDINGS COM 242309102 2221 130700 SH SOLE 700 130000 DECKERS OUTDOOR COM 243537107 935 13300 SH SOLE 13300 DEMAND TEC COM 24802R506 9697 1101899 SH SOLE 6929 1094970 DENTSPLY COM 249030107 30206 988100 SH SOLE 6800 981300 DIAMOND 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INTERNATIONAL COM G3396L102 3301 290040 SH SOLE 1650 288390 FLOW INTL COM 343468104 3869 1646450 SH SOLE 9150 1637300 FRONTEER DEVELOPMENT COM 35903Q106 7445 2170500 SH SOLE 13600 2156900 GAMESTOP CORP COM 36467W109 12214 554925 SH SOLE 3600 551325 GENESEE & WYOMING COM 371559105 12094 456200 SH SOLE 2800 453400 GENUINE PARTS COMPANY COM 372460105 4056 120850 SH SOLE 850 120000 GEOEYE COM 37250W108 16998 721470 SH SOLE 4600 716870 GLOBAL TRAFFIC NETWORK COM 37947B103 33 8830 SH SOLE 8830 GUESS INC COM 401617105 1413 54800 SH SOLE 300 54500 HAEMONETICS COM 405024100 30781 540022 SH SOLE 3150 536872 HARRIS & HARRIS COM 413833104 1194 204820 SH SOLE 204820 HARRIS STRATEX NETWORKS CL A COM 41457P106 7294 1125575 SH SOLE 9225 1116350 HARTE HANKS INC COM 416196103 3329 359930 SH SOLE 2050 357880 HEALTHCARE SVCS COM 421906108 16162 903900 SH SOLE 5600 898300 HEARTLAND EXPR COM 422347104 7427 504543 SH SOLE 3183 501360 HEARTLAND PAYMENT SYSTEMS COM 42235N108 8920 932100 SH SOLE 5900 926200 HENRY SCHEIN COM 806407102 35085 731700 SH SOLE 4500 727200 HLTH CORP COM 40422Y101 15601 1190900 SH SOLE 8200 1182700 HMS HOLDINGS CORP COM 40425J101 4121 101200 SH SOLE 550 100650 HOT TOPIC INC COM 441339108 1876 256650 SH SOLE 1350 255300 HURON CONSULTING COM 447462102 962 20800 SH SOLE 100 20700 ICON PLC COM 45103T107 11422 529300 SH SOLE 2900 526400 IDEXX LABORATORIES COM 45168D104 22289 482450 SH SOLE 2900 479550 IHS INC COM 451734107 5628 112850 SH SOLE 650 112200 IMMUNOGEN COM 45253H101 11029 1279480 SH SOLE 5600 1273880 IMPAX LABS COM 45256B101 7372 1001690 SH SOLE 3950 997740 INTERPUBLIC GROUP COM 460690100 3426 678450 SH SOLE 3450 675000 INTERSIL COM 46069S109 14393 1145000 SH SOLE 7900 1137100 INVACARE COM 461203101 1995 113050 SH SOLE 113050 ISIS PHARMACEUTICALS COM 464330109 25236 1529449 SH SOLE 9050 1520399 ITT EDUCATIONAL SERVICES COM 45068B109 5788 57500 SH SOLE 300 57200 JEFFERIES GROUP COM 472319102 21467 1006413 SH SOLE 6050 1000363 JETBLUE AIRWAYS COM 477143101 3865 905200 SH SOLE 5500 899700 JOS A BANKS CLOTHIERS COM 480838101 10584 307150 SH SOLE 1800 305350 KADANT COM 48282T104 5066 448700 SH SOLE 2800 445900 KENNAMETAL COM 489170100 14611 761800 SH SOLE 4450 757350 KEY TECHNOLOGY COM 493143101 28 2880 SH SOLE 2880 KIRBY COM 497266106 5783 181900 SH SOLE 2100 179800 KNIGHT TRANS COM 499064103 14450 873100 SH SOLE 6000 867100 LEMAITRE VASCULAR COM 525558201 88 27900 SH SOLE 27900 LHC GROUP COM 50187A107 320 14400 SH SOLE 14400 LITTELFUSE COM 537008104 18142 908900 SH SOLE 5650 903250 LSB INDUSTRIES COM 502160104 7629 471808 SH SOLE 3040 468768 LUMINEX CORP COM 55027E102 15729 848400 SH SOLE 5000 843400 MACY'S COM 55616P104 188 16000 SH SOLE 16000 MARCHEX INC COM 56624R108 3576 1054940 SH SOLE 4860 1050080 MARINEMAX INC COM 567908108 892 259440 SH SOLE 259440 MATTHEWS INTERNATIONAL COM 577128101 9014 289650 SH SOLE 1450 288200 MCGRATH RENT COM 580589109 15651 821163 SH SOLE 5050 816113 MEDAREX COM 583916101 23916 2864150 SH SOLE 16750 2847400 MEDICINES CO COM 584688105 273 32500 SH SOLE 32500 MERIDIAN BIOSCIENCE COM 589584101 1950 86350 SH SOLE 86350 METTLER TOLEDO COM 592688105 24113 312550 SH SOLE 1900 310650 MHI HOSPITALITY COM 55302L102 320 229650 SH SOLE 229650 MINE SAFETY APPLIANCES COM 602720104 8130 337360 SH SOLE 2010 335350 MKS INSTRUMENTS COM 55306N104 16005 1218000 SH SOLE 7750 1210250 MOBILE MINI COM 60740F105 264 18000 SH SOLE 18000 MONOLITHIC POWER COM 609839105 604 26930 SH SOLE 26930 MONRO MUFFLER COM 610236101 4433 172405 SH SOLE 172405 MSC INDUSTRIAL COM 553530106 22127 623640 SH SOLE 3800 619840 MWI VETERINARY SUPPLY COM 55402X105 16136 462893 SH SOLE 2650 460243 NAPCO SECURITY TECHNOLOGIES COM 630402105 432 365836 SH SOLE 365836 NEKTAR COM 640268108 21849 3371710 SH SOLE 19250 3352460 NESS TECHNOLOGY COM 64104X108 668 170800 SH SOLE 170800 NETEZZA COM 64111N101 19441 2336650 SH SOLE 14700 2321950 NETLOGIC SYSTEMS COM 64118B100 8448 231700 SH SOLE 1400 230300 NVR INC COM 62944T105 5908 11760 SH SOLE 60 11700 O'REILLY AUTO COM 686091109 16299 428011 SH SOLE 2750 425261 OCEANEERING INTERNATIONAL COM 675232102 7331 162200 SH SOLE 1050 161150 OCLARO COM 67555N107 2217 3479750 SH SOLE 23950 3455800 OM GROUP COM 670872100 16295 561500 SH SOLE 3500 558000 ON SEMICONDUCTOR CORP COM 682189105 7002 1020660 SH SOLE 7100 1013560 OPNEXT COM 68375V105 4675 2184448 SH SOLE 13350 2171098 ORMAT TECHNOLOGIES COM 686688102 16449 408059 SH SOLE 2510 405549 OSI SYSTEMS COM 671044105 2016 96700 SH SOLE 96700 PAREXEL INTERNATIONAL COM 699462107 10225 711050 SH SOLE 4510 706540 PDL BIOPHARMA COM 69329Y104 17955 2272840 SH SOLE 13340 2259500 PENSKE AUTOMOTIVE COM 70959W103 15302 919600 SH SOLE 6300 913300 PERICOM SEMICONDUCTOR COM 713831105 1270 150800 SH SOLE 150800 PHARMA PRODUCT DEV COM 717124101 18524 797750 SH SOLE 5550 792200 PHC INC COM 693315103 51 36390 SH SOLE 36390 PINNACLE FINANC'L PTNRS COM 72346Q104 180 13500 SH SOLE 13500 PMC SIERRA COM 69344F106 23194 2913780 SH SOLE 18800 2894980 POLYCOM COM 73172K104 29042 1432750 SH SOLE 9050 1423700 POWER INTEGRATIONS COM 739276103 9076 381500 SH SOLE 2400 379100 PRICESMART COM 741511109 17943 1071200 SH SOLE 6200 1065000 PROS HOLDING COM 74346Y103 9636 1186750 SH SOLE 6050 1180700 QC HOLDINGS COM 74729T101 4307 837844 SH SOLE 4549 833295 QIAGEN NV COM N72482107 30124 1620450 SH SOLE 11150 1609300 QLT INC COM 746927102 3092 1458288 SH SOLE 1458288 RADIANT SYSTEMS COM 75025N102 2758 332300 SH SOLE 332300 RBC BEARINGS COM 75524B104 16991 830867 SH SOLE 4853 826014 RED HAT INC COM 756577102 19935 990300 SH SOLE 6150 984150 REGENERON COM 75886F107 20436 1140400 SH SOLE 6600 1133800 RESOURCES CONN. COM 76122Q105 9385 546600 SH SOLE 3350 543250 RITCHIE BROS AUTIONEERS INC COM 767744105 30679 1308290 SH SOLE 8100 1300190 RIVERBED TECHNOLOGY COM 768573107 46561 2007790 SH SOLE 12350 1995440 ROBERT HALF INTERNATIONAL COM 770323103 487 20619 SH SOLE 130 20489 ROSS STORES COM 778296103 11465 297010 SH SOLE 1850 295160 RUDDICK CORP COM 781258108 33662 1436700 SH SOLE 8700 1428000 RUDOLPH TECH COM 781270103 400 72500 SH SOLE 72500 SAFEGUARD SCIENTIFICS COM 786449108 806 610384 SH SOLE 610384 SALESFORCE.COM COM 79466L302 21104 552900 SH SOLE 3700 549200 SEATTLE GENETICS COM 812578102 18904 1944874 SH SOLE 11450 1933424 SEI INVESTMENTS COM 784117103 4173 231300 SH SOLE 1400 229900 SEMITOOL COM 816909105 1194 258500 SH SOLE 258500 SENSIENT TECH COM 81725T100 41562 1841490 SH SOLE 11390 1830100 SILICON LABORATORIES INC COM 826919102 10348 272450 SH SOLE 1400 271050 SILICON MOTION COM 82706C108 4775 1308200 SH SOLE 8300 1299900 SKILLSOFT PLC COM 830928107 5459 699860 SH SOLE 4100 695760 SOLERA HOLDINGS COM 83421A104 3428 134950 SH SOLE 700 134250 SPARTAN STORES COM 846822104 3504 282340 SH SOLE 1700 280640 ST MARY LAND&EX COM 792228108 6601 316275 SH SOLE 2000 314275 STARENT NETWORKS COM 85528P108 4369 179000 SH SOLE 1500 177500 STERICYCLE COM 858912108 19509 378600 SH SOLE 2150 376450 STERLING CONSTRUCTION COM 859241101 447 29290 SH SOLE 29290 STEVEN MADDEN LTD COM 556269108 233 9200 SH SOLE 9200 STRATASYS INC COM 862685104 6545 599900 SH SOLE 3700 596200 SUCAMPO PHARMACEUTICALS COM 864909106 27 4350 SH SOLE 4350 SUCCESS FACTORS COM 864596101 15595 1698750 SH SOLE 10750 1688000 SUN HEALTHCARE COM 866933401 8873 1051261 SH SOLE 6189 1045072 SYCAMORE NTWKS COM 871206108 13778 4402000 SH SOLE 27900 4374100 TEMPUR-PEDIC COM 88023U101 3620 276950 SH SOLE 1450 275500 TENNANT CO COM 880345103 2051 111510 SH SOLE 111510 TERADYNE COM 880770102 17992 2622700 SH SOLE 16400 2606300 TESCO COM 88157K101 11910 1500009 SH SOLE 9198 1490811 TITAN MACHINERY COM 88830R101 56 4400 SH SOLE 4400 TIVO INC COM 888706108 157 15000 SH SOLE 15000 TRIMBLE NAV COM 896239100 11749 598540 SH SOLE 2820 595720 TRUE RELIGION COM 89784n104 1694 75950 SH SOLE 350 75600 TRUEBLUE COM 89785X101 12279 1461750 SH SOLE 8850 1452900 U-STORE-IT TRUST COM 91274F104 8447 1723900 SH SOLE 11647 1712253 ULTICOM COM 903844108 1563 781700 SH SOLE 4500 777200 VARIAN SEMICONDUCTOR COM 922207105 12571 524025 SH SOLE 3375 520650 VASCULAR SOLUTIONS COM 92231M109 50 6340 SH SOLE 6340 VERIFONE HOLDINGS COM 92342Y109 18099 2410050 SH SOLE 15150 2394900 VERIGY COM Y93691106 18225 1495100 SH SOLE 9200 1485900 VERTEX PHARM COM 92532F100 18506 514497 SH SOLE 3300 511197 VOCUS COM 92858J108 2033 102800 SH SOLE 102800 WADDELL AND REED FINANCIAL COM 930059100 11251 426650 SH SOLE 2550 424100 WATSCO COM 942622200 21526 439925 SH SOLE 2700 437225 WET SEAL COM 961840105 5835 1900650 SH SOLE 9950 1890700 WMS INDUSTRIES INC COM 929297109 18244 579000 SH SOLE 3600 575400 XOMA LTD COM G9825R107 988 1205400 SH SOLE 1205400 ZYMOGENETICS COM 98985T109 70 15300 SH SOLE 15300 icad inc COM 44934S107 75 57480 SH SOLE 57480 j2 GLOBAL COMMUNICATIONS COM 46626E205 6638 294250 SH SOLE 1550 292700
Report Summary: Number of Other Included Managers: None Table Entry Total: 223 Table Value $2,230 Million -----END PRIVACY-ENHANCED MESSAGE-----