0001026710-13-000003.txt : 20130117
0001026710-13-000003.hdr.sgml : 20130117
20130117160421
ACCESSION NUMBER: 0001026710-13-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20121231
FILED AS OF DATE: 20130117
DATE AS OF CHANGE: 20130117
EFFECTIVENESS DATE: 20130117
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: 13534949
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
gim13f1212.txt
13F FOR Q4, 2012 FROM GRANAHAN INVESTMENT MANAGEMENT
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: December 31, 2012
Check here if Amendment [ ]; Amendment Number: ______
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Granahan Investment Management, Inc.
Address: 275 Wyman Street, Suite 270
Waltham, Massachusetts 02451
Form 13F File Number: 28-5876
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Jane M. White
Title: President and CEO
Phone: 781-890-4412
Signature, Place, and Date of Signing:
_________________ Waltham, Massachusetts _________
[Signature] [City, State] [Date]
Report Type (Check only one.):
[ ] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager
are reported in this report.)
[ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all
holdings are reported by other reporting manager(s).)
[X] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this
reporting manager are reported in this report and a portion are reported by
other reporting manager(s).)
List of Other Managers Reporting for this Manager:
Form 13F File Number Name
28-5810 United Services Automobile Association
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: None
Form 13F Information Table Entry Total: 229
Form 13F Information Table Value Total: 2,751,446 (thousands)
List of Other Included Managers:
None
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
------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
51JOB INC COM 316827104 1496 32000 SH Sole 32000
AARON'S INC. COM 002535300 29322 1036855 SH Sole 1036855
ABERCROMBIE & FITCH COM 002896207 23414 488100 SH Sole 488100
ACME PACKET COM 004764106 17506 791400 SH Sole 791400
ADVISORY BOARD COM 00762W107 6611 141300 SH Sole 141300
AEGERION PHARMACEUTICALS COM 00767E102 4513 177830 SH Sole 630 177200
ALIGN TECHNOLOGY COM 016255101 12891 464550 SH Sole 464550
ALKERMES COM G01767105 46945 2534810 SH Sole 2534810
ALLIANCE DATA SYSTEMS COM 018581108 6862 47400 SH Sole 47400
ALPHA NATURAL RESOURSES COM 02076X102 5397 554100 SH Sole 554100
AMERICAN PUBLIC EDUCATION INC COM 02913V103 13845 383297 SH Sole 383297
ANGIE'S LIST COM 034754101 2280 190200 SH Sole 190200
ARUBA NETWORKS COM 043176106 9063 437000 SH Sole 437000
ASPEN TECHNOLOGY INC COM 045327103 1440 52100 SH Sole 52100
ATMI INC COM 00207R101 2555 122350 SH Sole 650 121700
ATWOOD OCEANICS COM 050095108 13356 291680 SH Sole 291680
AVEO PHARMACEUTICALS COM 053588109 2308 286738 SH Sole 843 285895
BASIC ENERGY COM 06985P100 5271 462000 SH Sole 462000
BEBE STORES COM 075571109 2630 657474 SH Sole 657474
BIOCLINICA COM 09071B100 540 94370 SH Sole 3540 90830
BIOMARIN PHARMACEUTICALS COM 09061G101 47970 975000 SH Sole 975000
BIORAD LABS COM 090572207 29801 283684 SH Sole 283684
BJ'S RESTAURANTS COM 09180C106 12568 382000 SH Sole 382000
BLACK DIAMOND COM 09202G101 2388 291200 SH Sole 850 290350
BOSTON BEER COMPANY COM 100557107 13378 99500 SH Sole 99500
BROADSOFT COM 11133B409 16771 461620 SH Sole 170 461450
BRUKER CORP COM 116794108 34446 2260550 SH Sole 2260550
BRUNSWICK CORP COM 117043109 33523 1152400 SH Sole 1152400
BUFFALO WILD WINGS COM 119848109 28050 385200 SH Sole 385200
CABELA'S COM 126804301 12103 289900 SH Sole 289900
CACI INT'L COM 127190304 12464 226500 SH Sole 226500
CADENCE DESIGN COM 127387108 44542 3297000 SH Sole 3297000
CALAVO GROWERS COM 128246105 4160 165000 SH Sole 360 164640
CARIBOU COFFEE CO COM 142042209 502 30980 SH Sole 1280 29700
CARTERS INC COM 146229109 18854 338800 SH Sole 338800
CASEYS GENERAL STORES COM 147528103 21415 403300 SH Sole 403300
CASH AMERICA COM 14754D100 21210 534655 SH Sole 534655
CECO ENVIRONMENTAL COM 125141101 6916 695120 SH Sole 3240 691880
CELADON GROUP COM 150838100 3117 172500 SH Sole 172500
CEVA COM 157210105 2698 171290 SH Sole 230 171060
CHICOS FAS COM 168615102 24821 1344600 SH Sole 1344600
CINEMARK HOLDINGS COM 17243V102 25959 999200 SH Sole 999200
CLEAN ENERGY FUELS CORP COM 184499101 19631 1576800 SH Sole 1576800
CLICKSOFTWARE TECHNOLOGIES COM M25082104 2810 334100 SH Sole 334100
COIN STAR COM 19259P300 26348 506600 SH Sole 506600
COMFORT SYSTEMS COM 199908104 3231 265690 SH Sole 780 264910
COMPUTER TASK GROUP COM 205477102 287 15740 SH Sole 590 15150
CONSOL ENERGY COM 20854P109 2517 78400 SH Sole 78400
CONSTANT CONTACT COM 210313102 2637 185600 SH Sole 185600
COVANCE COM 222816100 23771 411480 SH Sole 411480
COVENTRY HEALTHCARE COM 222862104 10791 240700 SH Sole 240700
CROCS INC COM 227046109 38128 2649600 SH Sole 2649600
CUBIST PHARMA COM 229678107 21804 518520 SH Sole 518520
CUTERA COM 232109108 3146 349520 SH Sole 1290 348230
CYNOSURE COM 232577205 4759 197386 SH Sole 716 196670
DEALERTRACK HOLDINGS COM 242309102 844 29400 SH Sole 29400
DEMANDWARE COM 24802Y105 454 16600 SH Sole 16600
DENTSPLY COM 249030107 27289 688950 SH Sole 688950
DIAMOND FOODS COM 252603105 2187 160000 SH Sole 160000
DIGITAL GLOBE COM 25389M877 11387 465900 SH Sole 465900
DOUGLAS DYNAMICS COM 25960R105 4914 341475 SH Sole 1470 340005
DSW SHOE WAREHOUSE COM 23334L102 14452 220000 SH Sole 220000
DURECT CORP COM 266605104 1818 1976140 SH Sole 3050 1973090
E2OPEN COM 29788A104 498 35200 SH Sole 35200
EDWARDS LIFESCIENCES COM 28176E108 19783 219400 SH Sole 219400
ELAN CORP PLC COM 284131208 16449 1611073 SH Sole 1611073
ELECTRO RENT COM 285218103 2985 194080 SH Sole 880 193200
ENERGY XXI COM G10082140 1403 43600 SH Sole 43600
ENTROPIC COMMUNICATIONS COM 29384R105 16243 3070450 SH Sole 920 3069530
EURONET COM 298736109 38965 1651040 SH Sole 1651040
EXPONENT COM 30214U102 10478 187670 SH Sole 187670
FACTSET RESEARCH SYSTEMS COM 303075105 21614 245450 SH Sole 245450
FEI COMPANY COM 30241L109 24676 444850 SH Sole 444850
FINISAR COM 31787A507 12079 741500 SH Sole 741500
FIRSTSERVICE CORP COM 33761N109 3879 137390 SH Sole 230 137160
FLOW INTL COM 343468104 2111 603253 SH Sole 1410 601843
FRANCESCA'S HOLDINGS COM 351793104 17358 669400 SH Sole 669400
FURMANITE CORP COM 361086101 359 66900 SH Sole 66900
GENESEE & WYOMING COM 371559105 27994 367960 SH Sole 367960
GENTIUM COM 37250B104 2229 196400 SH Sole 1520 194880
GLOBAL CASH ACCESS COM 378967103 16933 2159760 SH Sole 1150 2158610
GRAND CANYON EDUCATION COM 38526M106 777 33100 SH Sole 33100
GREEN MOUNTAIN COFFEE ROASTERS COM 393122106 16462 398200 SH Sole 398200
GREENBRIER COMPANIES COM 393657101 5462 337800 SH Sole 337800
HANESBRANDS INC COM 410345102 33567 937100 SH Sole 937100
HARMAN INTERNATIONAL COM 413086109 6596 147750 SH Sole 147750
HARRIS & HARRIS COM 413833104 2432 737032 SH Sole 2580 734452
HARVARD BIOSCIENCE COM 416906105 3343 763203 SH Sole 6300 756903
HEALTHCARE SVCS COM 421906108 3972 170985 SH Sole 170985
HENRY SCHEIN COM 806407102 33451 415950 SH Sole 415950
HIBBETT SPORTS COM 428567101 6016 114159 SH Sole 114159
II-VI COM 902104108 12460 683500 SH Sole 683500
IMAX CORP COM 45245E109 946 42100 SH Sole 42100
IMMUNOGEN COM 45253H101 13952 1094300 SH Sole 870 1093430
IMPERVA COM 45321L100 4093 129800 SH Sole 129800
INFOBLOX COM 45672H104 10863 604500 SH Sole 604500
INNER WORKINGS INC COM 45773Y105 1025 74400 SH Sole 74400
INPHI COM 45772F107 1771 184900 SH Sole 184900
INTERSIL COM 46069S109 1455 175495 SH Sole 175495
INVACARE COM 461203101 5926 363550 SH Sole 363550
IPG PHOTONICS COM 44980X109 11111 166700 SH Sole 166700
ISIS PHARMACEUTICALS COM 464330109 9341 894689 SH Sole 894689
ITT EDUCATIONAL SERVICES COM 45068B109 1904 110000 SH Sole 110000
JACK IN THE BOX COM 466367109 1865 65200 SH Sole 65200
JAMES RIVER COAL CO COM 470355207 4082 1271600 SH Sole 1271600
JEFFERIES GROUP COM 472319102 14832 798713 SH Sole 798713
JETBLUE AIRWAYS COM 477143101 1830 320000 SH Sole 320000
JOS A BANKS CLOTHIERS COM 480838101 11156 262000 SH Sole 262000
KAMAN CORP COM 483548103 24078 654287 SH Sole 770 653517
KENNAMETAL COM 489170100 27536 688400 SH Sole 688400
KEY ENERGY SVCS COM 492914106 10861 1562700 SH Sole 1562700
KNIGHT TRANS COM 499064103 14461 988480 SH Sole 988480
KODIAK OIL AND GAS COM 50015Q100 1974 223000 SH Sole 223000
LEMAITRE VASCULAR COM 525558201 2244 390856 SH Sole 1420 389436
LINKEDIN CORP COM 53578A108 12068 105100 SH Sole 105100
LIQUIDITY SERVICES COM 53635B107 6023 147400 SH Sole 147400
LITTELFUSE COM 537008104 5245 85000 SH Sole 85000
LIVEPERSON COM 538146101 1544 117484 SH Sole 117484
LULULEMON ATHLETICA COM 550021109 12883 169000 SH Sole 169000
LUMINEX CORP COM 55027E102 14431 859050 SH Sole 370 858680
MARINEMAX INC COM 567908108 2983 333720 SH Sole 1702 332018
MASTEC COM 576323109 5993 240378 SH Sole 240378
MCGRATH RENT COM 580589109 426 14634 SH Sole 550 14084
MELLANOX TECHNOLOGIES COM M51363113 2866 48260 SH Sole 170 48090
MERITAGE HOMES CORP COM 59001A102 2095 56100 SH Sole 56100
METTLER TOLEDO COM 592688105 25989 134450 SH Sole 134450
MHI HOSPITALITY COM 55302L102 1307 393640 SH Sole 1350 392290
MICROSEMI COM 595137100 29797 1416225 SH Sole 1416225
MKS INSTRUMENTS COM 55306N104 1160 45000 SH Sole 45000
MOBILE MINI COM 60740F105 31636 1517400 SH Sole 1517400
MODINE MANUFACTURING COM 607828100 4558 560686 SH Sole 2962 557724
MONOLITHIC POWER COM 609839105 6294 282500 SH Sole 470 282030
MONOTYPE IMAGING COM 61022P100 3274 204910 SH Sole 1060 203850
MONRO MUFFLER COM 610236101 7869 225477 SH Sole 340 225137
MONSTER BEVG CORP COM 611740101 18806 355900 SH Sole 355900
MWI VETERINARY SUPPLY COM 55402X105 13052 118650 SH Sole 60 118590
NANOMETRICS COM 630077105 1427 98960 SH Sole 300 98660
NANOSPHERE COM 63009F105 4000 1388791 SH Sole 5600 1383191
NAPCO SECURITY TECHNOLOGIES COM 630402105 1052 288964 SH Sole 288964
NEKTAR COM 640268108 21050 2840750 SH Sole 500 2840250
NOVA MEASURING INSTRUMENTS COM M7516K103 1077 135000 SH Sole 135000
NUPATHE INC COM 67059M100 1892 559710 SH Sole 3000 556710
O'REILLY AUTO COM 67103H107 8522 95300 SH Sole 95300
OASIS PETROLEUM COM 674215108 2054 64600 SH Sole 64600
OCEANEERING INTERNATIONAL COM 675232102 13986 260020 SH Sole 260020
OIL STATES INTERNATIONAL COM 678026105 1760 24600 SH Sole 24600
OM GROUP COM 670872100 9920 446832 SH Sole 1170 445662
ONYX PHARMACEUTICALS COM 683399109 51221 678150 SH Sole 678150
OPTIMER PHARMACEUTICALS COM 68401H104 14191 1568050 SH Sole 850 1567200
OSI SYSTEMS COM 671044105 6232 97310 SH Sole 97310
OXFORD INDUSTRIES COM 691497309 9550 206000 SH Sole 206000
PAIN THERAPEUTICS COM 69562K100 54 19960 SH Sole 750 19210
PALOMAR MEDICAL COM 697529303 2427 263570 SH Sole 940 262630
PANDORA COM 698354107 14417 1570500 SH Sole 1570500
PARAMETRIC TECH COM 699173209 41528 1844870 SH Sole 1844870
PAREXEL INTERNATIONAL COM 699462107 12897 435840 SH Sole 435840
PERFICIENT COM 71375U101 6898 585600 SH Sole 700 584900
PERICOM SEMICONDUCTOR COM 713831105 2148 267556 SH Sole 267556
POWER INTEGRATIONS COM 739276103 5965 177470 SH Sole 160 177310
POWER SOLUTIONS INTERNATIONAL COM 73933G202 1078 66600 SH Sole 1400 65200
PRICESMART COM 741511109 18451 239650 SH Sole 239650
PRIMORIS SERVICES COM 74164F103 7109 472700 SH Sole 472700
PROGRESS SFTWR COM 743312100 3396 161800 SH Sole 161800
PROOFPOINT COM 743424103 1673 135900 SH Sole 135900
PROS HOLDING COM 74346Y103 6696 366100 SH Sole 366100
PROTHENA CORP PLC COM G72800108 288 39294 SH Sole 39294
PULTE GROUP COM 745867101 2312 127300 SH Sole 127300
QC HOLDINGS COM 74729T101 2418 746440 SH Sole 746440
QIAGEN NV COM N72482107 18453 1016700 SH Sole 1016700
QLIK TECHNOLOGIES COM 74733T105 10408 479200 SH Sole 479200
RADWARE COM M81873107 15456 468350 SH Sole 170 468180
RBC BEARINGS COM 75524B104 34425 687534 SH Sole 370 687164
RED HAT INC COM 756577102 29218 551700 SH Sole 551700
REGENERON COM 75886F107 47229 276080 SH Sole 276080
REX ENERGY COM 761565100 3433 263705 SH Sole 263705
RIVERBED TECHNOLOGY COM 768573107 35702 1810450 SH Sole 1810450
ROVI COM 779376102 13151 852300 SH Sole 852300
RPC INC COM 749660106 12718 1039050 SH Sole 1039050
RUCKUS WIRELESS COM 781220108 7901 350700 SH Sole 350700
RUDOLPH TECH COM 781270103 2396 178263 SH Sole 1060 177203
RYLAND GROUP COM 783764103 2347 64300 SH Sole 64300
SAFEGUARD SCIENTIFICS COM 786449207 5705 386811 SH Sole 870 385941
SALESFORCE.COM COM 79466L302 18515 110140 SH Sole 110140
SANTARUS COM 802817304 6611 602075 SH Sole 2150 599925
SAPIENT COM 803062108 13457 1274300 SH Sole 1274300
SCHWEITZER MAUDUIT INT'L COM 808541106 27981 716900 SH Sole 716900
SCIQUEST INC COM 80908T101 1872 118014 SH Sole 118014
SEATTLE GENETICS COM 812578102 21379 922704 SH Sole 922704
SENSIENT TECH COM 81725T100 12544 352762 SH Sole 352762
SHORETEL INC COM 825211105 3596 848110 SH Sole 1080 847030
SILICON LABORATORIES INC COM 826919102 22004 526420 SH Sole 526420
SODASTREAM INTERNATIONAL COM M9068E105 7483 166700 SH Sole 400 166300
SOLARWINDS COM 83416B109 3976 75800 SH Sole 75800
SOLTA MEDICAL COM 83438K103 2093 784064 SH Sole 2820 781244
SOURCEFIRE COM 83616T108 24550 519900 SH Sole 519900
SPS COMMERCE COM 78463M107 14957 401320 SH Sole 620 400700
STAAR SURGICAL COM 852312305 207 33860 SH Sole 1270 32590
STAG INDUSTRIAL COM 85254J102 9170 510300 SH Sole 1700 508600
STEINER LEISURE LTD COM P8744Y102 26019 538500 SH Sole 538500
STEVEN MADDEN COM 556269108 28474 673633 SH Sole 673633
STRATASYS LTD COM M85548101 697 8700 SH Sole 8700
SUCAMPO PHARMACEUTICALS COM 864909106 3827 780929 SH Sole 2490 778439
SUPER MICRO COMPUTER COM 86800U104 12860 1260801 SH Sole 470 1260331
SUPERIOR ENERGY COM 868157108 9970 481201 SH Sole 481201
SUSSER HOLDINGS COM 869233106 5480 158896 SH Sole 158896
SYNERON MEDICAL LTD COM M87245102 4582 528515 SH Sole 2240 526275
TENNANT CO COM 880345103 7337 166940 SH Sole 320 166620
TERADYNE COM 880770102 36578 2165680 SH Sole 2165680
THE ACTIVE NETWORK COM 00506D100 261 53200 SH Sole 53200
TIFFANY COM 886547108 26485 461900 SH Sole 461900
TITAN MACHINERY COM 88830R101 6986 282850 SH Sole 750 282100
TIVO INC COM 888706108 34399 2794420 SH Sole 2794420
TRIUMPH GROUP, INC COM 896818101 27811 425900 SH Sole 425900
TYLER TECHNOLOGIES COM 902252105 11505 237500 SH Sole 237500
UBIQUITI NETWORKS COM 90347A100 8508 700800 SH Sole 700800
ULTA SALON COSMETICS COM 90384S303 10121 103000 SH Sole 103000
ULTIMATE SOFTWARE GROUP COM 90385D107 29758 315200 SH Sole 315200
UNIVERSAL HEALTH SERVICES COM 913903100 14181 293300 SH Sole 293300
VASCULAR SOLUTIONS COM 92231M109 4452 281747 SH Sole 820 280927
VERA BRADLEY COM 92335C106 27953 1113650 SH Sole 1113650
VERIFONE SYSTEMS INC COM 92342Y109 21702 731210 SH Sole 731210
VERTEX PHARM COM 92532F100 24700 589500 SH Sole 589500
VIRTUSA CORP COM 92827P102 1953 118860 SH Sole 520 118340
WALTER ENERGY COM 93317Q105 1360 37900 SH Sole 37900
WEST PHARMA SVCS COM 955306105 47033 859050 SH Sole 859050
WMS INDUSTRIES COM 929297109 3301 188600 SH Sole 188600
ZAGG INC COM 98884U108 5970 811100 SH Sole 811100
ZELTIQ COM 98933Q108 222 48000 SH Sole 1800 46200
ZIONS BANCORP COM 989701107 3052 142600 SH Sole 142600