-----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, OETboBhveTaUH+Fj4SnquReQDxx7ilswpzqTgoVZXfed+aQi1D61d/tjQ5Sd8549 0RAhsNu/nuvvaC9uvBqVQA== 0001026710-10-000004.txt : 20100415 0001026710-10-000004.hdr.sgml : 20100415 20100415150233 ACCESSION NUMBER: 0001026710-10-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100331 FILED AS OF DATE: 20100415 DATE AS OF CHANGE: 20100415 EFFECTIVENESS DATE: 20100415 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: 10751813 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 gim13f1003.txt GRANAHAN INVESTMENT MGT. 13F FILING Q1, 2010 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, 2010 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 15th day of April, 2010. 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 24814 744280 SH SOLE 5210 739070 AC MOORE COM 00086T103 220 75000 SH SOLE 75000 ACME PACKET COM 004764106 25586 1327086 SH SOLE 8800 1318286 ADVANCED ANALOGIC COM 00752J108 384 110000 SH SOLE 110000 ADVANCED ENERGY INDUSTRIES COM 007973100 1656 100000 SH SOLE 700 99300 ADVISORY BOARD COM 00762W107 21696 688750 SH SOLE 4760 683990 ALIGN TECHNOLOGY COM 016255101 17766 918600 SH SOLE 5850 912750 ALKERMES COM 01642T108 31356 2417570 SH SOLE 16400 2401170 AMERICAN EAGLE OUTFITTERS COM 02553E106 12409 670050 SH SOLE 4500 665550 AMERICAN SUPERCONDUCTOR COM 030111108 9668 334540 SH SOLE 2300 332240 ANGIO DYNAMICS COM 03475V101 2273 145510 SH SOLE 145510 ANN TAYLOR COM 036115103 321 15500 SH SOLE 15500 APTARGROUP COM 038336103 26448 672120 SH SOLE 4500 667620 ARCH CHEMICAL COM 03937R102 18383 534559 SH SOLE 3730 530829 ARENA RESOURCES COM 040049108 4218 126300 SH SOLE 800 125500 ARIBA COM 04033V203 6612 514524 SH SOLE 2550 511974 ATHENAHEALTH COM 04685W103 2412 65976 SH SOLE 370 65606 ATHEROS COM 04743P108 22818 589450 SH SOLE 4050 585400 ATWOOD OCEANICS COM 050095108 10225 295250 SH SOLE 2050 293200 AUTHENTEC COM 052660107 2454 1141570 SH SOLE 7750 1133820 AUTOLIV COM 052800109 13434 260700 SH SOLE 1950 258750 AVIAT NETWORKS INC COM 05366Y102 8348 1259155 SH SOLE 8225 1250930 BEACON ROOFING SUPPLY COM 073685109 12865 672500 SH SOLE 4500 668000 BIOLASE TECHNOLOGY COM 090911108 860 441223 SH SOLE 441223 BIOMARIN PHARMACEUTICALS COM 09061G101 27814 1190150 SH SOLE 7950 1182200 BIORAD LABS COM 090572207 32484 313799 SH SOLE 2109 311690 BJ'S RESTAURANTS COM 09180C106 4324 185600 SH SOLE 1100 184500 BLACK BOX COPR COM 091826107 4728 153700 SH SOLE 1500 152200 BLUE COAT SYSTEMS COM 09534T508 28621 922070 SH SOLE 6950 915120 BOSTON BEER COMPANY COM 100557107 3930 75200 SH SOLE 600 74600 BRUKER BIOSCIENCES COM 116794108 14000 955610 SH SOLE 5550 950060 BTU INTERNATIONAL COM 056032105 1015 166047 SH SOLE 166047 BUFFALO WILD WINGS COM 119848109 3243 67400 SH SOLE 400 67000 CAPELLA EDUCATION COM 139594105 8360 90050 SH SOLE 650 89400 CARBO CERAMICS COM 140781105 11634 186629 SH SOLE 1300 185329 CASH AMERICA COM 14754D100 37341 945825 SH SOLE 6480 939345 CELADON GROUP COM 150838100 2241 160770 SH SOLE 160770 CEPHALON COM 156708109 22225 327900 SH SOLE 2600 325300 CEVA COM 157210105 1493 128030 SH SOLE 128030 CINEMARK HOLDINGS COM 17243V102 14711 802100 SH SOLE 5200 796900 CKE RESTAURANTS COM 12561E105 8935 807100 SH SOLE 5850 801250 CLEAN ENERGY FUELS CORP COM 184499101 15886 697350 SH SOLE 4850 692500 CLEARWIRE COM 18538Q105 12450 1738860 SH SOLE 14000 1724860 CLICKSOFTWARE TECHNOLOGIES COM M25082104 963 139500 SH SOLE 139500 COGENT INC COM 19239Y108 10545 1033862 SH SOLE 6700 1027162 COIN STAR COM 19259P300 3767 115900 SH SOLE 700 115200 COMFORT SYSTEMS COM 199908104 5131 410802 SH SOLE 562 410240 COMPELLENT TECHNOLOGIES COM 20452A108 12901 735100 SH SOLE 4950 730150 CONCEPTUS COM 206016107 3173 158980 SH SOLE 158980 CONCUR TECHN COM 206708109 13578 331080 SH SOLE 2250 328830 CONTINENTAL AIRLINES COM 210795308 2558 116410 SH SOLE 500 115910 CRUCELL COM 228769105 3415 167560 SH SOLE 167560 CUBIST PHARMA COM 229678107 14831 658000 SH SOLE 4160 653840 CULLEN FROST COM 229899109 10694 191650 SH SOLE 1250 190400 CUTERA COM 232109108 655 63200 SH SOLE 63200 CYMER COM 232572107 19773 530110 SH SOLE 3900 526210 CYNOSURE COM 232577205 1338 119005 SH SOLE 119005 CYPRESS BIOSCIENCES COM 232674507 2607 533150 SH SOLE 4200 528950 DEALERTRACK HOLDINGS COM 242309102 3264 191100 SH SOLE 1100 190000 DECKERS OUTDOOR COM 243537107 207 1500 SH SOLE 1500 DEMAND TEC COM 24802R506 2214 318539 SH SOLE 2209 316330 DENTSPLY COM 249030107 30239 866950 SH SOLE 6850 860100 DIAMOND FOODS COM 252603105 5667 134800 SH SOLE 800 134000 DIGITAL GLOBE COM 25389M877 25329 906212 SH SOLE 6372 899840 DRESS BARN COM 261570105 5273 201700 SH SOLE 1200 200500 DUFF & PHELPS COM 26433B107 10650 636200 SH SOLE 4200 632000 DUN & BRADSTREET COM 26483E100 14527 195200 SH SOLE 1300 193900 DURECT CORP COM 266605104 7367 2447580 SH SOLE 12300 2435280 DUSA PHARMACEUTICALS COM 266898105 1717 938100 SH SOLE 938100 DYAX CORP COM 26746E103 1680 492600 SH SOLE 492600 EDWARDS LIFESCIENCES COM 28176E108 38583 390200 SH SOLE 2900 387300 ELECTRONIC ARTS COM 285512109 5658 303200 SH SOLE 1900 301300 ENERGY XXI COM G10082140 179 10000 SH SOLE 10000 EQUIFAX COM 294429105 24287 678420 SH SOLE 4620 673800 EURONET COM 298736109 20821 1129740 SH SOLE 1129740 EXACT SCIENCES COM 30063P105 986 221569 SH SOLE 221569 EXELIXIS INC COM 30161Q104 7623 1255800 SH SOLE 8150 1247650 EXPONENT COM 30214U102 8782 307926 SH SOLE 2056 305870 EnerNOC COM 292764107 17237 580770 SH SOLE 4100 576670 FACTSET RESH SYSTEMS COM 303075105 39466 537900 SH SOLE 3800 534100 FEDERAL SIGNAL COM 313855108 4010 445100 SH SOLE 445100 FEI COMPANY COM 30241L109 9163 399970 SH SOLE 2300 397670 FIRSTSERVICE CORP COM 33761N109 3769 164860 SH SOLE 164860 FLOW INTL COM 343468104 5851 1943992 SH SOLE 11674 1932318 FRONTEER DEVELOPMENT COM 35903Q106 14684 2851190 SH SOLE 19805 2831385 GAMESTOP CORP COM 36467W109 24128 1101235 SH SOLE 7300 1093935 GENESEE & WYOMING COM 371559105 15532 455210 SH SOLE 3150 452060 GENUINE PARTS COMPANY COM 372460105 5164 122250 SH SOLE 950 121300 GEOEYE COM 37250W108 22115 749660 SH SOLE 5250 744410 GLOBAL TRAFFIC NETWORK COM 37947B103 91 16770 SH SOLE 16770 HAEMONETICS COM 405024100 25233 441522 SH SOLE 3100 438422 HARRIS & HARRIS COM 413833104 960 208300 SH SOLE 208300 HARTE HANKS INC COM 416196103 3310 257360 SH SOLE 1650 255710 HARVARD BIOSCIENCE COM 416906105 104 26800 SH SOLE 26800 HEALTHCARE SVCS COM 421906108 17029 758860 SH SOLE 5120 753740 HEARTLAND EXPR COM 422347104 8017 485893 SH SOLE 3483 482410 HENRY SCHEIN COM 806407102 33829 574350 SH SOLE 4550 569800 HMS HOLDINGS CORP COM 40425J101 3814 74800 SH SOLE 450 74350 ICF INTERNATIONAL COM 44925C103 5564 224000 SH SOLE 1550 222450 ICON PLC COM 45103T107 20498 776150 SH SOLE 5100 771050 IDEXX LABORATORIES COM 45168D104 9378 162960 SH SOLE 1100 161860 IMMUNOGEN COM 45253H101 8493 1049770 SH SOLE 6300 1043470 IMPAX LABS COM 45256B101 16671 932360 SH SOLE 4450 927910 INTERPUBLIC GROUP COM 460690100 11782 1416150 SH SOLE 9350 1406800 INTERSIL COM 46069S109 16569 1124090 SH SOLE 8900 1115190 INVACARE COM 461203101 3048 114850 SH SOLE 114850 ISIS PHARMACEUTICALS COM 464330109 15805 1446049 SH SOLE 10150 1435899 ITT EDUCATIONAL SERVICES COM 45068B109 7126 63350 SH SOLE 350 63000 JACK IN THE BOX COM 466367109 306 13000 SH SOLE 13000 JEFFERIES GROUP COM 472319102 29539 1247963 SH SOLE 8600 1239363 JETBLUE AIRWAYS COM 477143101 3335 597630 SH SOLE 3300 594330 JOS A BANKS CLOTHIERS COM 480838101 5554 101500 SH SOLE 600 100900 KENNAMETAL COM 489170100 21059 748900 SH SOLE 4950 743950 KIRBY COM 497266106 11046 289550 SH SOLE 2100 287450 KNIGHT TRANS COM 499064103 14653 694780 SH SOLE 5500 689280 KORN FERRY COM 500643200 3925 222400 SH SOLE 1400 221000 LABARGE, INC COM 502470107 6306 570650 SH SOLE 3728 566922 LADISH COM 505754200 4847 240428 SH SOLE 240428 LEMAITRE VASCULAR COM 525558201 2038 452976 SH SOLE 452976 LITTELFUSE COM 537008104 25123 660970 SH SOLE 4750 656220 LUMINEX CORP COM 55027E102 15499 922010 SH SOLE 5600 916410 MARINEMAX INC COM 567908108 3586 333260 SH SOLE 333260 MATTHEWS INTERNATIONAL COM 577128101 8788 247550 SH SOLE 1450 246100 MCGRATH RENT COM 580589109 11398 470397 SH SOLE 3250 467147 MELLANOX TECHNOLOGIES COM M51363113 12080 512500 SH SOLE 3400 509100 METTLER TOLEDO COM 592688105 29675 271750 SH SOLE 2150 269600 MHI HOSPITALITY COM 55302L102 1136 460300 SH SOLE 460300 MINE SAFETY APPLIANCES COM 602720104 5950 212820 SH SOLE 1410 211410 MKS INSTRUMENTS COM 55306N104 19024 971100 SH SOLE 7100 964000 MONOLITHIC POWER COM 609839105 728 32630 SH SOLE 32630 MONRO MUFFLER COM 610236101 2998 83825 SH SOLE 83825 MSC INDUSTRIAL COM 553530106 35031 690670 SH SOLE 4750 685920 MWI VETERINARY SUPPLY COM 55402X105 12974 321143 SH SOLE 2100 319043 NANOMETRICS COM 630077105 4426 466900 SH SOLE 466900 NAPCO SECURITY TECHNOLOGIES COM 630402105 1001 435366 SH SOLE 435366 NBTY COM 628782104 30563 637000 SH SOLE 4300 632700 NEKTAR COM 640268108 47775 3141040 SH SOLE 20650 3120390 NESS TECHNOLOGY COM 64104X108 1408 223120 SH SOLE 223120 NETEZZA COM 64111N101 19640 1535610 SH SOLE 10450 1525160 NETLOGIC SYSTEMS COM 64118B100 27817 945180 SH SOLE 6900 938280 NOVA MEASURING INSTRUMENTS COM M7516K103 1406 256500 SH SOLE 256500 NVR INC COM 62944T105 6509 8960 SH SOLE 60 8900 O'REILLY AUTO COM 686091109 18828 451411 SH SOLE 3200 448211 OCEANEERING INTERNATIONAL COM 675232102 13090 206180 SH SOLE 1450 204730 OCLARO COM 67555N107 9426 3440090 SH SOLE 27200 3412890 OM GROUP COM 670872100 13299 392520 SH SOLE 2700 389820 ON SEMICONDUCTOR CORP COM 682189105 14487 1810860 SH SOLE 12950 1797910 ONYX PHARMACEUTICALS COM 683399109 17243 569456 SH SOLE 3656 565800 ORMAT TECHNOLOGIES COM 686688102 3924 139429 SH SOLE 970 138459 OSI SYSTEMS COM 671044105 3103 110510 SH SOLE 110510 PALOMAR MEDICAL COM 697529303 1641 151000 SH SOLE 151000 PARAMETRIC TECH COM 699173209 19509 1080820 SH SOLE 7550 1073270 PAREXEL INTERNATIONAL COM 699462107 29718 1274895 SH SOLE 8425 1266470 PENSKE AUTOMOTIVE COM 70959W103 12955 898400 SH SOLE 7100 891300 PERICOM SEMICONDUCTOR COM 713831105 2005 187250 SH SOLE 187250 PHARMA PRODUCT DEV COM 717124101 13870 584250 SH SOLE 4450 579800 PIER 1 COM 720279108 10197 1600750 SH SOLE 10850 1589900 PINNACLE FINANC'L PTNRS COM 72346Q104 207 13700 SH SOLE 13700 PMC SIERRA COM 69344F106 30774 3450050 SH SOLE 24700 3425350 POLYCOM COM 73172K104 20262 662590 SH SOLE 4600 657990 POWER INTEGRATIONS COM 739276103 19308 468650 SH SOLE 3400 465250 PRICESMART COM 741511109 28989 1246860 SH SOLE 8200 1238660 PROGRESS SFTWR COM 743312100 14939 475300 SH SOLE 3300 472000 PROS HOLDING COM 74346Y103 10917 1104950 SH SOLE 6050 1098900 QC HOLDINGS COM 74729T101 4444 859644 SH SOLE 4649 854995 QIAGEN NV COM N72482107 34586 1504400 SH SOLE 11900 1492500 QLT INC COM 746927102 5638 1105448 SH SOLE 1105448 QUAKER CHEMICAL CORP COM 747316107 2898 106900 SH SOLE 106900 RADIANT SYSTEMS COM 75025N102 2470 173080 SH SOLE 173080 RBC BEARINGS COM 75524B104 26126 819777 SH SOLE 5403 814374 RED HAT INC COM 756577102 1464 50000 SH SOLE 50000 REGENERON COM 75886F107 28336 1069700 SH SOLE 7050 1062650 REGIS COM 758932107 3536 189300 SH SOLE 1000 188300 RESOURCES CONN. COM 76122Q105 19695 1029000 SH SOLE 7000 1022000 RITCHIE BROS AUTIONEERS INC COM 767744105 11806 548330 SH SOLE 3800 544530 RIVERBED TECHNOLOGY COM 768573107 21142 744440 SH SOLE 6050 738390 ROBERT HALF INTERNATIONAL COM 770323103 3148 103450 SH SOLE 650 102800 RUDDICK CORP COM 781258108 47845 1512180 SH SOLE 10200 1501980 RUDOLPH TECH COM 781270103 559 65000 SH SOLE 65000 SAFEGUARD SCIENTIFICS COM 786449207 4018 309045 SH SOLE 309045 SALESFORCE.COM COM 79466L302 19079 256270 SH SOLE 1830 254440 SEATTLE GENETICS COM 812578102 22858 1914424 SH SOLE 12850 1901574 SEI INVESTMENTS COM 784117103 5144 234150 SH SOLE 1650 232500 SENSIENT TECH COM 81725T100 55248 1901170 SH SOLE 13220 1887950 SHANDA INTERACTIVE COM 81941Q203 5176 118750 SH SOLE 750 118000 SILICON LABORATORIES INC COM 826919102 10169 213320 SH SOLE 1650 211670 SILICON MOTION COM 82706C108 3516 786500 SH SOLE 5600 780900 SOLERA HOLDINGS COM 83421A104 4853 125550 SH SOLE 700 124850 SOURCEFIRE COM 83616T108 29081 1267150 SH SOLE 12950 1254200 SPARTAN STORES COM 846822104 3695 256220 SH SOLE 1850 254370 ST MARY LAND&EX COM 792228108 12076 346925 SH SOLE 2400 344525 STERICYCLE COM 858912108 10077 184890 SH SOLE 1200 183690 STEVEN MADDEN LTD COM 556269108 303 6200 SH SOLE 6200 STRATASYS INC COM 862685104 4888 200090 SH SOLE 1050 199040 SUCAMPO PHARMACEUTICALS COM 864909106 926 259470 SH SOLE 259470 SUCCESS FACTORS COM 864596101 17149 900700 SH SOLE 6300 894400 SUN HEALTHCARE COM 866933401 153 16000 SH SOLE 16000 SUPERCONDUCTOR TECHNOLOGIES COM 867931305 924 314300 SH SOLE 314300 TEMPUR-PEDIC COM 88023U101 5403 179150 SH SOLE 1150 178000 TENNANT CO COM 880345103 4144 151300 SH SOLE 151300 TERADYNE COM 880770102 23544 2107830 SH SOLE 14950 2092880 TESCO COM 88157K101 16824 1441620 SH SOLE 9548 1432072 TITAN MACHINERY COM 88830R101 160 11670 SH SOLE 11670 TIVO INC COM 888706108 17785 1038220 SH SOLE 5600 1032620 TRIMBLE NAV COM 896239100 13855 482410 SH SOLE 3320 479090 TRIUMPH GROUP, INC COM 896818101 12729 181607 SH SOLE 1167 180440 TRUBION PHARMACEUTICALS COM 89778N102 1215 285800 SH SOLE 285800 TRUE RELIGION COM 89784n104 6632 218450 SH SOLE 1210 217240 TRUEBLUE COM 89785X101 12698 819250 SH SOLE 5450 813800 U-STORE-IT TRUST COM 91274F104 12127 1684350 SH SOLE 13297 1671053 ULTICOM COM 903844108 1970 195425 SH SOLE 1125 194300 UNITED STATIONERS COM 913004107 11517 195700 SH SOLE 1300 194400 US ECOLOGY COM 91732J102 2987 185550 SH SOLE 1250 184300 VARIAN SEMICONDUCTOR COM 922207105 13830 417575 SH SOLE 3075 414500 VASCULAR SOLUTIONS COM 92231M109 900 100108 SH SOLE 100108 VERIFONE HOLDINGS COM 92342Y109 27743 1372760 SH SOLE 9350 1363410 VERIGY COM Y93691106 21180 1894460 SH SOLE 13350 1881110 VIRTUSA CORP COM 92827P102 346 33600 SH SOLE 33600 WADDELL AND REED FINANCIAL COM 930059100 13881 385150 SH SOLE 2550 382600 WATSCO COM 942622200 28140 494730 SH SOLE 3350 491380 WEB MD HEALTH CORP COM 94770V102 23982 517085 SH SOLE 4094 512991 WEST PHARMA SVCS COM 955306105 12858 306500 SH SOLE 1900 304600 WET SEAL COM 961840105 9126 1917200 SH SOLE 11600 1905600 WMS INDUSTRIES INC COM 929297109 23346 556650 SH SOLE 3850 552800 ZYMOGENETICS COM 98985T109 3669 640310 SH SOLE 640310 icad inc COM 44934S107 61 39840 SH SOLE 39840 inVENTIV HEALTH COM 46122E105 4501 200400 SH SOLE 200400 j2 GLOBAL COMMUNICATIONS COM 46626E205 3501 149900 SH SOLE 900 149000
Report Summary: Number of Other Included Managers: None Table Entry Total: 228 Table Value $2,712 Million -----END PRIVACY-ENHANCED MESSAGE-----