0001026710-13-000006.txt : 20130426
0001026710-13-000006.hdr.sgml : 20130426
20130426121908
ACCESSION NUMBER: 0001026710-13-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20130331
FILED AS OF DATE: 20130426
DATE AS OF CHANGE: 20130426
EFFECTIVENESS DATE: 20130426
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: 13785836
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
gim13f1303.txt
Q1, 2013 GRANAHAN INVESTMENT FORM 13F
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: March 31, 2013
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 __4/26/13___
[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: 233
Form 13F Information Table Value Total: 3,314,423 (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 14996 252408 SH Sole 252408
AARON'S INC. COM 002535300 21791 759806 SH Sole 759806
ABERCROMBIE & FITCH COM 002896207 25225 546000 SH Sole 546000
ADVISORY BOARD COM 00762W107 12736 242501 SH Sole 242501
AEGERION PHARMACEUTICALS COM 00767E102 9909 245630 SH Sole 630 245000
AFFILIATED MANAGERS GROUP COM 008252108 11468 74675 SH Sole 74675
ALIGN TECHNOLOGY COM 016255101 16110 480750 SH Sole 480750
ALKERMES COM G01767105 62843 2651610 SH Sole 2651610
ALLIANCE DATA SYSTEMS COM 018581108 6354 39250 SH Sole 39250
ALPHA NATURAL RESOURSES COM 02076X102 4549 554100 SH Sole 554100
ANGIE'S LIST COM 034754101 14520 734830 SH Sole 734830
APOGEE ENTERPRISES COM 037598109 5501 190000 SH Sole 400 189600
ARUBA NETWORKS COM 043176106 18921 764800 SH Sole 764800
ASPEN TECHNOLOGY INC COM 045327103 7475 231490 SH Sole 231490
ATMI INC COM 00207R101 8918 397606 SH Sole 650 396956
ATWOOD OCEANICS COM 050095108 15200 289300 SH Sole 289300
AVEO PHARMACEUTICALS COM 053588109 5439 739951 SH Sole 2000 737951
BASIC ENERGY COM 06985P100 7374 539400 SH Sole 539400
BEBE STORES COM 075571109 2180 522724 SH Sole 522724
BIOMARIN PHARMACEUTICALS COM 09061G101 59141 949900 SH Sole 949900
BIORAD LABS COM 090572207 36185 287184 SH Sole 287184
BJ'S RESTAURANTS COM 09180C106 10150 305000 SH Sole 305000
BLACK DIAMOND COM 09202G101 6012 659910 SH Sole 1160 658750
BOSTON BEER COMPANY COM 100557107 6609 41400 SH Sole 41400
BROADSOFT COM 11133B409 2359 89120 SH Sole 170 88950
BRUKER CORP COM 116794108 43464 2275600 SH Sole 2275600
BRUNSWICK CORP COM 117043109 34631 1012000 SH Sole 1012000
BUFFALO WILD WINGS COM 119848109 32565 372000 SH Sole 372000
CABELA'S COM 126804301 32517 535000 SH Sole 535000
CACI INT'L COM 127190304 5150 89000 SH Sole 89000
CADENCE DESIGN COM 127387108 34236 2457700 SH Sole 2457700
CALAVO GROWERS COM 128246105 3614 125564 SH Sole 360 125204
CARTERS INC COM 146229109 10177 177700 SH Sole 177700
CASEYS GENERAL STORES COM 147528103 17776 304900 SH Sole 304900
CASH AMERICA COM 14754D100 14193 270500 SH Sole 270500
CECO ENVIRONMENTAL COM 125141101 11477 887620 SH Sole 2640 884980
CELADON GROUP COM 150838100 6581 315499 SH Sole 315499
CEVA COM 157210105 4109 263401 SH Sole 230 263171
CHICOS FAS COM 168615102 26169 1557700 SH Sole 1557700
CINEMARK HOLDINGS COM 17243V102 25254 857800 SH Sole 857800
CLEAN ENERGY FUELS CORP COM 184499101 18062 1389400 SH Sole 1389400
CLICKSOFTWARE TECHNOLOGIES COM M25082104 2057 255900 SH Sole 255900
COIN STAR COM 19259P300 37038 634000 SH Sole 634000
COMFORT SYSTEMS COM 199908104 3777 268042 SH Sole 1380 266662
COMPUTER TASK GROUP COM 205477102 516 24140 SH Sole 590 23550
CONCUR TECHN COM 206708109 8095 117900 SH Sole 117900
CONSOL ENERGY COM 20854P109 5922 176000 SH Sole 176000
CONSTANT CONTACT COM 210313102 6144 473350 SH Sole 473350
COSTAR CORP COM 22160N109 10334 94410 SH Sole 94410
COVANCE COM 222816100 27482 369780 SH Sole 369780
CROCS INC COM 227046109 41071 2771300 SH Sole 2771300
CUTERA COM 232109108 6280 483082 SH Sole 1290 481792
CYNOSURE COM 232577205 7141 272866 SH Sole 716 272150
DENNY'S CORP COM 24869P104 3882 672200 SH Sole 672200
DENTSPLY COM 249030107 26277 619150 SH Sole 619150
DICKS SPORTING GOODS COM 253393102 31182 659229 SH Sole 659229
DIGITAL GLOBE COM 25389M877 4819 166700 SH Sole 166700
DOUGLAS DYNAMICS COM 25960R105 6553 474175 SH Sole 1470 472705
DSW SHOE WAREHOUSE COM 23334L102 7382 115700 SH Sole 115700
DURECT CORP COM 266605104 3252 2445163 SH Sole 3050 2442113
DXP ENTERPRISES COM 233377407 4310 57700 SH Sole 57700
E2OPEN COM 29788A104 2737 137270 SH Sole 137270
EDWARDS LIFESCIENCES COM 28176E108 16202 197200 SH Sole 197200
ELAN CORP PLC COM 284131208 17085 1447873 SH Sole 1447873
ELECTRO RENT COM 285218103 669 36080 SH Sole 880 35200
ENCORE WIRE COM 292562105 272 7760 SH Sole 190 7570
ENERGY XXI COM G10082140 3038 111600 SH Sole 111600
ENTROPIC COMMUNICATIONS COM 29384R105 14837 3649950 SH Sole 920 3649030
EURONET COM 298736109 47418 1800235 SH Sole 1800235
EXPONENT COM 30214U102 7264 134667 SH Sole 134667
FACTSET RESEARCH SYSTEMS COM 303075105 20423 220550 SH Sole 220550
FEI COMPANY COM 30241L109 26501 410550 SH Sole 410550
FIESTA RESTAURANT GROUP COM 31660B101 2888 108700 SH Sole 108700
FINISAR COM 31787A507 20877 1582800 SH Sole 1582800
FIRSTSERVICE CORP COM 33761N109 6287 188676 SH Sole 230 188446
FLOW INTL COM 343468104 450 115000 SH Sole 2900 112100
FRANCESCA'S HOLDINGS COM 351793104 4917 171200 SH Sole 171200
GENESCO INC COM 371532102 12949 215500 SH Sole 215500
GENESEE & WYOMING COM 371559105 30313 325560 SH Sole 325560
GENTHERM COM 37253A103 6257 382000 SH Sole 382000
GENTIUM COM 37250B104 1630 197800 SH Sole 197800
GLOBAL CASH ACCESS COM 378967103 19314 2739541 SH Sole 1150 2738391
GRAND CANYON EDUCATION COM 38526M106 17625 694167 SH Sole 694167
GREEN MOUNTAIN COFFEE ROASTERS COM 393122106 15314 269800 SH Sole 269800
GUESS INC COM 401617105 9651 388700 SH Sole 388700
GULFPORT ENERGY COM 402635304 7548 164700 SH Sole 164700
HANESBRANDS INC COM 410345102 47296 1038100 SH Sole 1038100
HARRIS & HARRIS COM 413833104 3666 1018218 SH Sole 2580 1015638
HARVARD BIOSCIENCE COM 416906105 5179 916655 SH Sole 2500 914155
HEALTHCARE SVCS COM 421906108 6015 234685 SH Sole 234685
HENRY SCHEIN COM 806407102 34600 373850 SH Sole 373850
HIBBETT SPORTS COM 428567101 23020 409100 SH Sole 409100
HOMEAWAY INC COM 43739Q100 14021 431401 SH Sole 431401
II-VI COM 902104108 4267 250400 SH Sole 250400
IMAX CORP COM 45245E109 9890 370000 SH Sole 370000
IMMUNOGEN COM 45253H101 18206 1132900 SH Sole 870 1132030
IMPERVA COM 45321L100 11026 286400 SH Sole 286400
INFOBLOX COM 45672H104 36506 1682300 SH Sole 1682300
INNER WORKINGS INC COM 45773Y105 4987 329410 SH Sole 329410
INPHI COM 45772F107 4399 421000 SH Sole 421000
INTERNET CAPITAL GROUP COM 44928D108 1490 119430 SH Sole 119430
INTERSIL COM 46069S109 1529 175495 SH Sole 175495
INTERXION HOLDINGS COM N47279109 242 9980 SH Sole 9980
INVACARE COM 461203101 7094 543600 SH Sole 550 543050
IPG PHOTONICS COM 44980X109 15573 234500 SH Sole 234500
IROBOT COM 462726100 9735 379367 SH Sole 379367
ISIS PHARMACEUTICALS COM 464330109 15417 910089 SH Sole 910089
JACK IN THE BOX COM 466367109 2255 65200 SH Sole 65200
JAMES RIVER COAL CO COM 470355207 2427 1386600 SH Sole 1386600
JETBLUE AIRWAYS COM 477143101 3381 490000 SH Sole 490000
KAMAN CORP COM 483548103 24671 695550 SH Sole 770 694780
KAR AUCTION SERVICES COM 48238T109 3005 150000 SH Sole 150000
KB HOME COM 48666K109 8016 368200 SH Sole 368200
KENNAMETAL COM 489170100 27238 697700 SH Sole 697700
KEY ENERGY SVCS COM 492914106 21620 2675800 SH Sole 2675800
KNIGHT TRANS COM 499064103 13500 838480 SH Sole 838480
LEMAITRE VASCULAR COM 525558201 3587 578577 SH Sole 2360 576217
LINKEDIN CORP COM 53578A108 25147 142832 SH Sole 142832
LIQUIDITY SERVICES COM 53635B107 15971 535770 SH Sole 535770
LITTELFUSE COM 537008104 6785 100000 SH Sole 100000
LIVEPERSON COM 538146101 3843 282972 SH Sole 282972
LULULEMON ATHLETICA COM 550021109 6403 102700 SH Sole 102700
LUMINEX CORP COM 55027E102 9029 546567 SH Sole 245 546322
MARINEMAX INC COM 567908108 6297 463359 SH Sole 1702 461657
MASTEC COM 576323109 7558 259278 SH Sole 259278
MCGRATH RENT COM 580589109 701 22534 SH Sole 550 21984
MELLANOX TECHNOLOGIES COM M51363113 4152 74800 SH Sole 74800
MERITAGE HOMES CORP COM 59001A102 7177 153150 SH Sole 153150
METTLER TOLEDO COM 592688105 25768 120850 SH Sole 120850
MICROSEMI COM 595137100 22000 949500 SH Sole 949500
MOBILE MINI COM 60740F105 45887 1559200 SH Sole 1559200
MODINE MANUFACTURING COM 607828100 11145 1224694 SH Sole 3770 1220924
MONOLITHIC POWER COM 609839105 8388 344200 SH Sole 470 343730
MONOTYPE IMAGING COM 61022P100 11850 498957 SH Sole 1060 497897
MONRO MUFFLER COM 610236101 12289 309477 SH Sole 340 309137
MONSTER BEVG CORP COM 611740101 7763 162600 SH Sole 162600
MWI VETERINARY SUPPLY COM 55402X105 11632 87950 SH Sole 60 87890
NANOMETRICS COM 630077105 769 53260 SH Sole 300 52960
NANOSPHERE COM 63009F105 3960 1808291 SH Sole 5600 1802691
NEKTAR COM 640268108 31281 2843750 SH Sole 500 2843250
NUPATHE INC COM 67059M100 3630 1052169 SH Sole 3400 1048769
OASIS PETROLEUM COM 674215108 3225 84700 SH Sole 84700
OCEANEERING INTERNATIONAL COM 675232102 12478 187900 SH Sole 187900
OIL STATES INTERNATIONAL COM 678026105 2064 25300 SH Sole 25300
OM GROUP COM 670872100 11131 474050 SH Sole 1070 472980
ONYX PHARMACEUTICALS COM 683399109 63042 709450 SH Sole 709450
OPTIMER PHARMACEUTICALS COM 68401H104 19273 1619620 SH Sole 1320 1618300
OSI SYSTEMS COM 671044105 12976 208310 SH Sole 208310
OXFORD INDUSTRIES COM 691497309 7338 138200 SH Sole 138200
PAIN THERAPEUTICS COM 69562K100 106 30760 SH Sole 750 30010
PALOMAR MEDICAL COM 697529303 4892 362610 SH Sole 940 361670
PANDORA COM 698354107 39978 2823300 SH Sole 2823300
PERFICIENT COM 71375U101 9631 826000 SH Sole 700 825300
PERICOM SEMICONDUCTOR COM 713831105 2580 378899 SH Sole 378899
POWER INTEGRATIONS COM 739276103 8885 204670 SH Sole 160 204510
POWER SOLUTIONS INTERNATIONAL COM 73933G202 6534 250818 SH Sole 1100 249718
PRICESMART COM 741511109 18313 235300 SH Sole 235300
PRIMORIS SERVICES COM 74164F103 6456 292000 SH Sole 292000
PROGRESS SFTWR COM 743312100 5406 236800 SH Sole 236800
PROOFPOINT COM 743424103 5591 331600 SH Sole 331600
PROS HOLDING COM 74346Y103 14281 525600 SH Sole 525600
PROTHENA CORP PLC COM G72800108 250 37394 SH Sole 37394
PTC INC COM 69370C100 42619 1671970 SH Sole 1671970
PULTE GROUP COM 745867101 4451 219900 SH Sole 219900
QC HOLDINGS COM 74729T101 1830 566585 SH Sole 566585
QIAGEN NV COM N72482107 19263 913800 SH Sole 913800
QLIK TECHNOLOGIES COM 74733T105 28090 1087500 SH Sole 1087500
QUALYS INC COM 74758T303 221 17900 SH Sole 17900
RADWARE COM M81873107 30000 795136 SH Sole 170 794966
RBC BEARINGS COM 75524B104 34345 679298 SH Sole 370 678928
RED HAT INC COM 756577102 30316 599600 SH Sole 599600
REGENERON COM 75886F107 43780 248180 SH Sole 248180
REX ENERGY COM 761565100 4348 263705 SH Sole 263705
RIVERBED TECHNOLOGY COM 768573107 25928 1737800 SH Sole 1737800
ROVI COM 779376102 16421 767000 SH Sole 767000
RPC INC COM 749660106 14893 981750 SH Sole 981750
RUCKUS WIRELESS COM 781220108 13502 642950 SH Sole 642950
RUDOLPH TECH COM 781270103 3026 256847 SH Sole 1060 255787
RUSH ENTERPRISES COM 781846209 402 16670 SH Sole 420 16250
RYLAND GROUP COM 783764103 3954 95000 SH Sole 95000
SAFEGUARD SCIENTIFICS COM 786449207 8408 532139 SH Sole 870 531269
SALESFORCE.COM COM 79466L302 19696 110140 SH Sole 110140
SANDSTORM GOLD COM 80013R206 348 36824 SH Sole 36824
SANTARUS COM 802817304 23231 1340516 SH Sole 2290 1338226
SAPIENT COM 803062108 8769 719400 SH Sole 719400
SCHWEITZER MAUDUIT INT'L COM 808541106 30202 779800 SH Sole 779800
SCIQUEST INC COM 80908T101 5842 243016 SH Sole 243016
SEATTLE GENETICS COM 812578102 32274 909004 SH Sole 909004
SHORETEL INC COM 825211105 4135 1139210 SH Sole 1080 1138130
SILICON LABORATORIES INC COM 826919102 25288 611420 SH Sole 611420
SODASTREAM INTERNATIONAL COM M9068E105 814 16400 SH Sole 400 16000
SOLTA MEDICAL COM 83438K103 1718 781064 SH Sole 2500 778564
SOTHEBY'S COM 835898107 10961 293000 SH Sole 293000
SOTHERLY HOTELS COM 83600C103 1965 472290 SH Sole 1350 470940
SOURCEFIRE COM 83616T108 47538 802600 SH Sole 802600
SPARTON CORPORATION COM 847235108 603 45000 SH Sole 1100 43900
SPS COMMERCE COM 78463M107 27242 638431 SH Sole 620 637811
STAAR SURGICAL COM 852312305 293 51960 SH Sole 1270 50690
STAG INDUSTRIAL COM 85254J102 14776 694677 SH Sole 1460 693217
STAGE STORES COM 85254C305 4084 157800 SH Sole 157800
STEINER LEISURE LTD COM P8744Y102 17771 367474 SH Sole 367474
STEVEN MADDEN COM 556269108 24050 556350 SH Sole 556350
STRATASYS LTD COM M85548101 12540 168956 SH Sole 168956
SUCAMPO PHARMACEUTICALS COM 864909106 7048 1077629 SH Sole 2490 1075139
SUPER MICRO COMPUTER COM 86800U104 18636 1650701 SH Sole 470 1650231
SUPERIOR ENERGY COM 868157108 12136 467301 SH Sole 467301
SUSSER HOLDINGS COM 869233106 7122 139346 SH Sole 139346
SYNERON MEDICAL LTD COM M87245102 7480 731854 SH Sole 2240 729614
TENNANT CO COM 880345103 11489 236586 SH Sole 320 236266
TERADYNE COM 880770102 24033 1481680 SH Sole 1481680
TESLA MOTORS COM 88160R101 12481 329400 SH Sole 329400
THE ACTIVE NETWORK COM 00506D100 876 209075 SH Sole 209075
THE FRESH MARKET COM 35804H106 17880 418050 SH Sole 418050
TIFFANY COM 886547108 9450 135900 SH Sole 135900
TITAN MACHINERY COM 88830R101 10823 389750 SH Sole 750 389000
TIVO INC COM 888706108 41349 3337320 SH Sole 3337320
TRIUMPH GROUP INC COM 896818101 31847 405700 SH Sole 405700
TYLER TECHNOLOGIES COM 902252105 10699 174650 SH Sole 174650
UBIQUITI NETWORKS COM 90347A100 17807 1297900 SH Sole 1297900
ULTA SALON COSMETICS COM 90384S303 4999 61500 SH Sole 61500
ULTIMATE SOFTWARE GROUP COM 90385D107 48752 468050 SH Sole 468050
UNIVERSAL HEALTH SERVICES COM 913903100 16836 263600 SH Sole 263600
VASCULAR SOLUTIONS COM 92231M109 6300 388435 SH Sole 820 387615
VERA BRADLEY COM 92335C106 18325 775500 SH Sole 775500
VERIFONE SYSTEMS INC COM 92342Y109 16269 786710 SH Sole 786710
VERTEX PHARM COM 92532F100 29123 529800 SH Sole 529800
VIRTUSA CORP COM 92827P102 14222 598571 SH Sole 680 597891
WALTER ENERGY COM 93317Q105 2685 94200 SH Sole 94200
WEST PHARMA SVCS COM 955306105 59358 914050 SH Sole 914050
WNS HOLDINGS LTD COM 92932M101 13218 896752 SH Sole 896752
ZAGG INC COM 98884U108 983 135000 SH Sole 135000
ZELTIQ COM 98933Q108 513 134200 SH Sole 3400 130800
ZIONS BANCORP COM 989701107 6115 244700 SH Sole 244700