-----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, HTWhNmJpMqlib/DDfC8GgXMqT3Jto+D210sdGt9wxOHJVMVYxh70CuCW2zs7v4nJ pC4GIEVme4SbXoS+sg2jVQ== 0001026710-10-000006.txt : 20100709 0001026710-10-000006.hdr.sgml : 20100709 20100709083939 ACCESSION NUMBER: 0001026710-10-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100630 FILED AS OF DATE: 20100709 DATE AS OF CHANGE: 20100709 EFFECTIVENESS DATE: 20100709 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: 10945385 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 gim13f1006.txt GRANAHAN INVESTMENT MGT. 13F FILING Q2, 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 June 30, 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 9th day of July, 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 19986 1170820 SH SOLE 6815 1164005 AC MOORE COM 00086T103 45 20000 SH SOLE 20000 ACME PACKET COM 004764106 28346 1054536 SH SOLE 5750 1048786 ADVANCED ANALOGIC COM 00752J108 383 120000 SH SOLE 120000 ADVANCED ENERGY INDUSTRIES COM 007973100 5419 440900 SH SOLE 2600 438300 ADVISORY BOARD COM 00762W107 22588 525793 SH SOLE 3010 522783 ALIGN TECHNOLOGY COM 016255101 11239 755850 SH SOLE 4950 750900 ALKERMES COM 01642T108 30041 2412920 SH SOLE 13650 2399270 AMERICAN EAGLE OUTFITTERS COM 02553E106 10853 923700 SH SOLE 5200 918500 AMERICAN SUPERCONDUCTOR COM 030111108 7903 296110 SH SOLE 1800 294310 ANGIO DYNAMICS COM 03475V101 5186 351621 SH SOLE 351621 APTARGROUP COM 038336103 21085 557520 SH SOLE 3000 554520 ARCH CHEMICAL COM 03937R102 16411 533859 SH SOLE 3180 530679 ARCSIGHT COM 039666102 3317 148150 SH SOLE 850 147300 ARENA RESOURCES COM 040049108 4023 126100 SH SOLE 600 125500 ARIBA COM 04033V203 8023 503624 SH SOLE 2250 501374 ATHENAHEALTH COM 04685W103 2258 86426 SH SOLE 420 86006 ATHEROS COM 04743P108 16213 588700 SH SOLE 3300 585400 ATWOOD OCEANICS COM 050095108 7528 295000 SH SOLE 1800 293200 AUTHENTEC COM 052660107 2846 1133820 SH SOLE 1133820 AVIAT NETWORKS INC COM 05366Y102 4212 1160205 SH SOLE 6225 1153980 BEACON ROOFING SUPPLY COM 073685109 12899 715800 SH SOLE 3800 712000 BIOLASE TECHNOLOGY COM 090911108 313 207249 SH SOLE 207249 BIOMARIN PHARMACEUTICALS COM 09061G101 22540 1188800 SH SOLE 6600 1182200 BIORAD LABS COM 090572207 28747 332370 SH SOLE 1910 330460 BJ'S RESTAURANTS COM 09180C106 4374 185350 SH SOLE 850 184500 BLACK BOX COPR COM 091826107 7221 258900 SH SOLE 1500 257400 BLUE COAT SYSTEMS COM 09534T508 16047 785470 SH SOLE 4300 781170 BOSTON BEER COMPANY COM 100557107 4273 63350 SH SOLE 350 63000 BRUKER BIOSCIENCES COM 116794108 11599 953860 SH SOLE 4600 949260 BTU INTERNATIONAL COM 056032105 724 124547 SH SOLE 124547 BUFFALO WILD WINGS COM 119848109 10680 291950 SH SOLE 1550 290400 CAPELLA EDUCATION COM 139594105 4169 51250 SH SOLE 250 51000 CARBO CERAMICS COM 140781105 10903 151029 SH SOLE 850 150179 CASH AMERICA COM 14754D100 27302 796673 SH SOLE 4570 792103 CECO ENVIRONMENTAL COM 125141101 144 30700 SH SOLE 30700 CELADON GROUP COM 150838100 2203 155770 SH SOLE 155770 CEPHALON COM 156708109 18586 327500 SH SOLE 2200 325300 CERAGON NETWORKS COM M22013102 307 41500 SH SOLE 41500 CEVA COM 157210105 2431 192970 SH SOLE 192970 CINEMARK HOLDINGS COM 17243V102 15359 1168000 SH SOLE 6400 1161600 CLEAN ENERGY FUELS CORP COM 184499101 10481 701550 SH SOLE 4050 697500 CLEARWIRE COM 18538Q105 16419 2255310 SH SOLE 12950 2242360 CLICKSOFTWARE TECHNOLOGIES COM M25082104 668 125500 SH SOLE 125500 COGENT INC COM 19239Y108 12901 1431812 SH SOLE 7900 1423912 COIN STAR COM 19259P300 13551 315350 SH SOLE 1650 313700 COMFORT SYSTEMS COM 199908104 4034 417650 SH SOLE 417650 COMPELLENT TECHNOLOGIES COM 20452A108 9442 779050 SH SOLE 4250 774800 CONCUR TECHN COM 206708109 7895 184980 SH SOLE 1000 183980 CONSTELLATION BRANDS COM 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2176 1012190 SH SOLE 1012190 DYAX CORP COM 26746E103 207 91400 SH SOLE 91400 EDWARDS LIFESCIENCES COM 28176E108 36713 655350 SH SOLE 4250 651100 ELECTRO RENT COM 285218103 1546 120900 SH SOLE 120900 ELECTRONIC ARTS COM 285512109 4272 296650 SH SOLE 1650 295000 EMCOR GROUP COM 29084Q100 6413 276800 SH SOLE 1800 275000 ENERGY XXI COM G10082140 316 20000 SH SOLE 20000 EQUIFAX COM 294429105 14795 527270 SH SOLE 3020 524250 EURONET COM 298736109 14534 1136390 SH SOLE 6650 1129740 EXACT SCIENCES COM 30063P105 77 17400 SH SOLE 17400 EXPONENT COM 30214U102 9364 286176 SH SOLE 1506 284670 EnerNOC COM 292764107 20136 640470 SH SOLE 3600 636870 FACTSET RESH SYSTEMS COM 303075105 23158 345699 SH SOLE 2249 343450 FEDERAL SIGNAL COM 313855108 2674 442700 SH SOLE 442700 FEI COMPANY COM 30241L109 7871 399320 SH SOLE 2000 397320 FIRSTSERVICE CORP COM 33761N109 3416 164010 SH SOLE 164010 FLOW INTL COM 343468104 4584 1942492 SH SOLE 10174 1932318 FOOT LOCKER COM 344849104 7025 556650 SH SOLE 3050 553600 FRONTEER GOLD INC. COM 359032109 17795 2990790 SH SOLE 17805 2972985 FURIEX PHARMACEUTICALS COM 36106P101 782 76929 SH SOLE 525 76404 GAMESTOP CORP COM 36467W109 20976 1116335 SH SOLE 6400 1109935 GARDNER DENVER COM 365558105 8526 191200 SH SOLE 1200 190000 GENESEE & WYOMING COM 371559105 16963 454660 SH SOLE 2600 452060 GENUINE PARTS COMPANY COM 372460105 7000 177450 SH SOLE 1150 176300 GEOEYE COM 37250W108 20655 663310 SH SOLE 3950 659360 GLOBAL TRAFFIC NETWORK COM 37947B103 78 14520 SH SOLE 14520 HAEMONETICS COM 405024100 21685 405172 SH SOLE 2300 402872 HARRIS & HARRIS COM 413833104 848 207250 SH SOLE 207250 HARTE HANKS INC COM 416196103 2043 195460 SH SOLE 800 194660 HARVARD BIOSCIENCE COM 416906105 2510 705050 SH SOLE 705050 HEALTHCARE SVCS COM 421906108 14342 756860 SH SOLE 4470 752390 HEARTLAND EXPR COM 422347104 4819 331853 SH SOLE 2183 329670 HENRY SCHEIN COM 806407102 31491 573600 SH SOLE 3800 569800 HMS HOLDINGS CORP COM 40425J101 3229 59550 SH SOLE 300 59250 ICF INTERNATIONAL COM 44925C103 5353 223700 SH SOLE 1250 222450 ICON PLC COM 45103T107 18401 636950 SH SOLE 3300 633650 IDEXX LABORATORIES COM 45168D104 8128 133460 SH SOLE 850 132610 IMMUNOGEN COM 45253H101 9709 1047370 SH SOLE 5250 1042120 IMPAX LABS COM 45256B101 14232 746710 SH SOLE 3700 743010 INTERPUBLIC GROUP COM 460690100 9155 1284050 SH SOLE 7250 1276800 INTERSIL COM 46069S109 12422 1025740 SH SOLE 6650 1019090 INVACARE COM 461203101 2382 114850 SH SOLE 114850 ISIS PHARMACEUTICALS COM 464330109 13821 1444249 SH SOLE 8350 1435899 ITT EDUCATIONAL SERVICES COM 45068B109 5255 63300 SH SOLE 300 63000 JACK IN THE BOX COM 466367109 253 13000 SH SOLE 13000 JEFFERIES GROUP COM 472319102 20617 978013 SH SOLE 6450 971563 JETBLUE AIRWAYS COM 477143101 3279 597230 SH SOLE 2900 594330 JOS A BANKS CLOTHIERS COM 480838101 5045 93450 SH SOLE 450 93000 KENNAMETAL COM 489170100 31212 1227350 SH SOLE 6500 1220850 KENNETH COLE PRODTNS INC COM 193294105 969 88000 SH SOLE 88000 KIRBY COM 497266106 10546 275700 SH SOLE 1400 274300 KNIGHT TRANS COM 499064103 14043 693830 SH SOLE 4550 689280 KORN FERRY COM 500643200 3561 256200 SH SOLE 1200 255000 LABARGE, INC COM 502470107 7070 619650 SH SOLE 3528 616122 LADISH COM 505754200 5328 234528 SH SOLE 234528 LEMAITRE VASCULAR COM 525558201 2513 448776 SH SOLE 448776 LITTELFUSE COM 537008104 18842 596070 SH SOLE 3550 592520 LUMINEX CORP COM 55027E102 16961 1045660 SH SOLE 4650 1041010 MARINEMAX INC COM 567908108 2307 332410 SH SOLE 332410 MATTHEWS INTERNATIONAL COM 577128101 7241 247300 SH SOLE 1200 246100 MCGRATH RENT COM 580589109 10163 446141 SH SOLE 2624 443517 MELLANOX TECHNOLOGIES COM M51363113 14159 646550 SH SOLE 3600 642950 METTLER TOLEDO COM 592688105 30296 271400 SH SOLE 1800 269600 MHI HOSPITALITY COM 55302L102 798 455800 SH SOLE 455800 MINE SAFETY APPLIANCES COM 602720104 5554 224120 SH SOLE 1160 222960 MKS INSTRUMENTS COM 55306N104 19484 1040800 SH SOLE 6200 1034600 MONOLITHIC POWER COM 609839105 666 37280 SH SOLE 37280 MONRO MUFFLER COM 610236101 3296 83375 SH SOLE 83375 MSC INDUSTRIAL COM 553530106 28429 561170 SH SOLE 3200 557970 MWI VETERINARY SUPPLY COM 55402X105 15716 312693 SH SOLE 1750 310943 NANOMETRICS COM 630077105 4703 466100 SH SOLE 466100 NAPCO SECURITY TECHNOLOGIES COM 630402105 748 415741 SH SOLE 415741 NBTY COM 628782104 17555 516176 SH SOLE 2826 513350 NEKTAR COM 640268108 36827 3043590 SH SOLE 17150 3026440 NESS TECHNOLOGY COM 64104X108 1082 251020 SH SOLE 251020 NETEZZA COM 64111N101 22902 1674110 SH SOLE 9550 1664560 NETLOGIC SYSTEMS COM 64118B100 25548 939280 SH SOLE 5350 933930 NOVA MEASURING INSTRUMENTS COM M7516K103 1061 255650 SH SOLE 255650 NVR INC COM 62944T105 4362 6660 SH SOLE 60 6600 O'REILLY AUTO COM 686091109 21445 450911 SH SOLE 2700 448211 OCEANEERING INTERNATIONAL COM 675232102 6934 154430 SH SOLE 850 153580 OCLARO COM 67555N206 6477 584048 SH SOLE 3870 580178 OM GROUP COM 670872100 7980 334470 SH SOLE 1950 332520 ON SEMICONDUCTOR CORP COM 682189105 13650 2139560 SH SOLE 12550 2127010 ONYX PHARMACEUTICALS COM 683399109 17817 825256 SH SOLE 4756 820500 ORMAT TECHNOLOGIES COM 686688102 4645 164179 SH SOLE 920 163259 OSI SYSTEMS COM 671044105 2999 108010 SH SOLE 108010 PALOMAR MEDICAL COM 697529303 1799 160750 SH SOLE 160750 PARAMETRIC TECH COM 699173209 16918 1079620 SH SOLE 6350 1073270 PAREXEL INTERNATIONAL COM 699462107 25656 1183395 SH SOLE 6375 1177020 PDI INC COM 69329V100 112 13500 SH SOLE 13500 PENSKE AUTOMOTIVE COM 70959W103 10193 897250 SH SOLE 5950 891300 PERICOM SEMICONDUCTOR COM 713831105 1798 187250 SH SOLE 187250 PHARMA PRODUCT DEV COM 717124101 23451 922900 SH SOLE 6050 916850 PIER 1 COM 720279108 11448 1785950 SH SOLE 10200 1775750 PINNACLE FINANC'L PTNRS COM 72346Q104 176 13700 SH SOLE 13700 PMC SIERRA COM 69344F106 26003 3457850 SH SOLE 20950 3436900 POLYCOM COM 73172K104 19719 661940 SH SOLE 3950 657990 POWER INTEGRATIONS COM 739276103 15391 478050 SH SOLE 2800 475250 PRICESMART COM 741511109 27607 1188410 SH SOLE 6750 1181660 PROGRESS SFTWR COM 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COM 76122Q105 8892 653850 SH SOLE 3980 649870 RITCHIE BROS AUTIONEERS INC COM 767744105 9981 547780 SH SOLE 3250 544530 RIVERBED TECHNOLOGY COM 768573107 16806 608490 SH SOLE 3350 605140 ROBERT HALF INTERNATIONAL COM 770323103 2433 103300 SH SOLE 500 102800 RUDDICK CORP COM 781258108 46814 1510630 SH SOLE 8650 1501980 RUDOLPH TECH COM 781270103 239 31700 SH SOLE 31700 SAFEGUARD SCIENTIFICS COM 786449207 3541 335291 SH SOLE 335291 SALESFORCE.COM COM 79466L302 21538 250970 SH SOLE 1530 249440 SEATTLE GENETICS COM 812578102 22914 1911074 SH SOLE 10700 1900374 SEI INVESTMENTS COM 784117103 4680 229850 SH SOLE 1350 228500 SENSIENT TECH COM 81725T100 45899 1770120 SH SOLE 10220 1759900 SHANDA INTERACTIVE COM 81941Q203 3546 89400 SH SOLE 400 89000 SILICON LABORATORIES INC COM 826919102 9549 235420 SH SOLE 1400 234020 SILICON MOTION COM 82706C108 2588 500650 SH SOLE 2950 497700 SM ENERGY COM 78454L100 11133 277225 SH SOLE 1600 275625 SOLERA HOLDINGS COM 83421A104 4024 111150 SH SOLE 500 110650 SOURCEFIRE COM 83616T108 23878 1256750 SH SOLE 7150 1249600 SPARTAN STORES COM 846822104 2808 204670 SH SOLE 1200 203470 SPECTRUM PHARMACEUTICALS COM 84763A108 2131 543600 SH SOLE 543600 STERICYCLE COM 858912108 11853 180740 SH SOLE 1050 179690 STEVEN MADDEN LTD COM 556269108 293 9300 SH SOLE 9300 SUCAMPO PHARMACEUTICALS COM 864909106 909 257520 SH SOLE 257520 SUCCESS FACTORS COM 864596101 18704 899650 SH SOLE 5250 894400 SUPERCONDUCTOR TECHNOLOGIES COM 867931305 652 267300 SH SOLE 267300 TEMPUR-PEDIC COM 88023U101 5501 178900 SH SOLE 900 178000 TENNANT CO COM 880345103 5088 150450 SH SOLE 150450 TERADYNE COM 880770102 20527 2105330 SH SOLE 12450 2092880 TESCO COM 88157K101 18241 1485420 SH SOLE 8348 1477072 TITAN MACHINERY COM 88830R101 3553 270620 SH SOLE 270620 TIVO INC COM 888706108 13668 1852020 SH SOLE 9000 1843020 TRIMBLE NAV COM 896239100 10852 387560 SH SOLE 2220 385340 TRIUMPH GROUP, INC COM 896818101 17290 259500 SH SOLE 1700 257800 TRUBION PHARMACEUTICALS COM 89778N102 883 283900 SH SOLE 283900 TRUE RELIGION COM 89784n104 4772 216200 SH SOLE 960 215240 TRUEBLUE COM 89785X101 10428 931900 SH SOLE 5100 926800 U-STORE-IT TRUST COM 91274F104 2437 326706 SH SOLE 2347 324359 ULTICOM COM 903844108 1806 195275 SH SOLE 975 194300 UNITED STATIONERS COM 913004107 10390 190750 SH SOLE 1050 189700 US ECOLOGY COM 91732J102 867 59500 SH SOLE 200 59300 VARIAN SEMICONDUCTOR COM 922207105 11953 417075 SH SOLE 2575 414500 VASCULAR SOLUTIONS COM 92231M109 2737 218927 SH SOLE 218927 VERIFONE SYSTEMS INC COM 92342Y109 25959 1371310 SH SOLE 7900 1363410 VERIGY COM Y93691106 16437 1891460 SH SOLE 10950 1880510 VIRTUSA CORP COM 92827P102 589 63100 SH SOLE 63100 WADDELL AND REED FINANCIAL COM 930059100 7669 350500 SH SOLE 1900 348600 WATSCO COM 942622200 26422 456180 SH SOLE 2650 453530 WEB MD HEALTH CORP COM 94770V102 23976 516385 SH SOLE 3394 512991 WEST PHARMA SVCS COM 955306105 11175 306250 SH SOLE 1650 304600 WET SEAL COM 961840105 7079 1939450 SH SOLE 9450 1930000 WMS INDUSTRIES INC COM 929297109 21827 556100 SH SOLE 3300 552800 ZYMOGENETICS COM 98985T109 2694 638460 SH SOLE 638460 icad inc COM 44934S107 66 34490 SH SOLE 34490 inVENTIV HEALTH COM 46122E105 4920 192200 SH SOLE 192200
Report Summary: Number of Other Included Managers: None Table Entry Total: 230 Table Value $2,440 Million -----END PRIVACY-ENHANCED MESSAGE-----