-----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, Jx6KMWYVjwbWWNCAOm6PtiQOfZfzmT1RCt+iqQajIWR1wUpOFO8VHiQYtjSa/cGb VhkxFsVrKjIg7MskZVmNWA== 0001134007-10-000022.txt : 20100514 0001134007-10-000022.hdr.sgml : 20100514 20100514102923 ACCESSION NUMBER: 0001134007-10-000022 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100331 FILED AS OF DATE: 20100514 DATE AS OF CHANGE: 20100514 EFFECTIVENESS DATE: 20100514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: NEXT CENTURY GROWTH INVESTORS LLC CENTRAL INDEX KEY: 0001134007 IRS NUMBER: 411923871 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06277 FILM NUMBER: 10831131 BUSINESS ADDRESS: STREET 1: 5500 WAYZATA BLVD STREET 2: SUITE 1275 CITY: MINNEAPOLIS STATE: MN ZIP: 55416 BUSINESS PHONE: 7635914490 MAIL ADDRESS: STREET 1: 5500 WAYZATA BLVD STREET 2: SUITE 1275 CITY: MINNEAPOLIS STATE: MN ZIP: 55416 13F-HR 1 r01q10.txt NCG 1Q10 13F FILING 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, 2010 Check here if Amendment [ ]; Amendment Number: 0 This Amendment (Check only one): [ ] is a restatement [ ] adds new holdings entries Institutional Investment Manager Filing this Report: Name: Next Century Growth Investors, LLC Address: 5500 Wayzata Blvd. Suite 1275 Minneapolis, MN 55416 13F File Number: 28-06277 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: Gina Nelson Title: Operations Manager Phone: 763-591-4490 Signature, Place and Date of Signing /s/Gina Nelson Minneapolis, Minnesota May 14, 2010 Report Type (Check only one): [x] 13F HOLDINGS REPORT [ ] 13F NOTICE [ ] 13F COMBINATION REPORT List of other Managers Reporting for this Manager: None FORM 13F SUMMARY PAGE Report Summary Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 151 Form 13F Information Table Value Total: 2,403,149 List of Other Included Managers: None
FORM 13F INFORMATION TABLE Value Shares/ Sh/ Put/ InvestmtOther Voting Authority Name of Issuer Title ofCUSIP (x$1000) Prn Amt Prn Call Dscretn ManagersSole Shared None 02Micro International, Ltd. COM 67107W100 7645 1116118SH Sole 363100 0 753018 Abaxis Inc. COM 002567105 3010 110685SH Sole 36005 0 74680 Abovenet Inc COM 00374N107 31645 623784SH Sole 349226 0 274558 Acme Packet, Inc. COM 004764106 3785 196335SH Sole 83650 0 112685 Advanced Energy Industries COM 007973100 5588 337411SH Sole 93207 0 244204 Aeropostale Incorporated COM 007865108 3539 122760SH Sole 52307 0 70453 Alexion Pharmaceuticals, Inc. COM 015351109 9330 171611SH Sole 73095 0 98516 Amazon.Com COM 023135106 2490 18348SH Sole 18348 0 0 Amerigon Inc COM 03070L300 5515 545461SH Sole 167330 0 378131 Ansys Inc COM 03662Q105 7477 173321SH Sole 73835 0 99486 Apollo Group Inc. COM 037604105 1674 27316SH Sole 27316 0 0 Apple Computer Inc COM 037833100 2941 12519SH Sole 12519 0 0 Applied Micro Circuits CorporaCOM 03822W406 20780 2407918SH Sole 1284345 0 1123573 Archipelago Learning Inc COM 03956P102 1884 129195SH Sole 32860 0 96335 Arcsight Inc COM 039666102 23480 834100SH Sole 480790 0 353310 AthenaHealth Inc COM 04685W103 47251 1292411SH Sole 714490 0 577921 Atheros Communications COM 04743P108 50207 1297015SH Sole 747670 0 549345 BJ's Restaurant, Inc. COM 09180C106 30780 1321040SH Sole 682034 0 639006 Be Aerospace, Inc. COM 073302101 18493 607316SH Sole 349966 0 257350 Best Buy Inc. COM 086516101 2850 66990SH Sole 66990 0 0 Bio-Reference Labs, Inc. COM 09057G602 3700 84145SH Sole 27365 0 56780 Blackboard Inc COM 091935502 19116 458850SH Sole 261814 0 197036 Boeing Co COM 097023105 3201 44081SH Sole 44081 0 0 Bridgepoint Education, Inc COM 10807M105 78194 3181197SH Sole 1694232 0 1486965 Broadcom Corporation COM 111320107 956 28813SH Sole 28813 0 0 Bucyrus International Inc A COM 118759109 54201 821356SH Sole 474064 0 347292 Buffalo Wild Wings Inc. COM 119848109 5724 118970SH Sole 38695 0 80275 C H Robinson Worldwide Com COM 12541W209 1636 29284SH Sole 29284 0 0 CSX Corp COM 126408103 1698 33359SH Sole 33359 0 0 Carrizo Oil & Gas Inc COM 144577103 48388 2108417SH Sole 1088131 0 1020286 Catalyst Health Solutions, IncCOM 14888B103 29660 716764SH Sole 395970 0 320794 Caterpillar Inc COM 149123101 2530 40260SH Sole 40260 0 0 Cavium Networks COM 14965A101 26755 1076210SH Sole 619060 0 457150 Celadon Group Inc COM 150838100 5456 391370SH Sole 110460 0 280910 Chart Industries, Inc. COM 16115Q308 4653 232635SH Sole 75680 0 156955 Chicago Brdg + Iron Co N V COM 167250109 7044 302855SH Sole 129020 0 173835 Chipotle Mexican Grill, Inc COM 169656105 63908 567213SH Sole 313812 0 253401 Cisco Systems Inc. COM 17275R102 2668 102496SH Sole 102496 0 0 Cognizant Tech Solutions COM 192446102 2956 57975SH Sole 57975 0 0 Compellent Technologies COM 20452A108 15552 886137SH Sole 464600 0 421537 Concur Technologies Inc COM 206708109 55078 1343044SH Sole 743458 0 599586 Costco Wholesale Corp COM 22160K105 1715 28716SH Sole 28716 0 0 Cree, Inc COM 225447101 4643 66127SH Sole 28170 0 37957 Cybersource Corp COM 23251J106 28520 1616782SH Sole 922351 0 694431 Cypress Semiconductor COM 232806109 49894 4338593SH Sole 2459298 0 1879295 DG Fastchannel Inc COM 23326R109 66246 2073426SH Sole 1073139 0 1000287 DTS Inc COM 23335C101 23708 696485SH Sole 374535 0 321950 Deere & Co COM 244199105 1960 32966SH Sole 32966 0 0 EMC Communications CorporationCOM 268648102 2423 134317SH Sole 134317 0 0 Entegris Inc COM 29362U104 4223 837815SH Sole 272570 0 565245 Equinix Inc COM 29444U502 53488 549496SH Sole 303525 0 245971 Exlservice Holdings Inc. COM 302081104 3275 196327SH Sole 83665 0 112662 Express Scripts Inc COM 302182100 2243 22045SH Sole 22045 0 0 F5 Networks Inc COM 315616102 9251 150406SH Sole 64075 0 86331 Factset Resh. Sys. Inc. COM 303075105 9880 134656SH Sole 57360 0 77296 Faro Technologies Inc COM 311642102 2816 109364SH Sole 27835 0 81529 Fedex Corporation COM 31428X106 3154 33764SH Sole 33764 0 0 Fluor Corp COM 343412102 863 18565SH Sole 18565 0 0 Ford Motor COM 345370860 1513 120345SH Sole 120345 0 0 Fortinet Inc. COM 34959E109 2796 159046SH Sole 67760 0 91286 GSI Commerce Inc COM 36238G102 43148 1559393SH Sole 898513 0 660880 Genoptix, Inc COM 37243V100 33772 951600SH Sole 499285 0 452315 Gentex Corp COM 371901109 54745 2818976SH Sole 1580979 0 1237997 Gilead Sciences COM 375558103 1385 30449SH Sole 30449 0 0 Goldman Sachs Group Com COM 38141G104 3360 19690SH Sole 19690 0 0 Goodrich Petroleum Corp COM 382410405 714 45680SH Sole 25321 0 20359 Google Inc-CL A COM 38259P508 2778 4900SH Sole 4900 0 0 Grand Canyon Education Inc COM 38526M106 59803 2287797SH Sole 1223390 0 1064407 Green Mountain Coffee RoastersCOM 393122106 59937 619057SH Sole 346632 0 272425 HHGREGG Inc COM 42833L108 23083 914533SH Sole 358895 0 555638 HMS Holdings Corp COM 40425J101 53477 1048766SH Sole 575424 0 473342 Heckmann Corp COM 422680108 910 156895SH Sole 51395 0 105500 Hewlett-Packard Co COM 428236103 1706 32093SH Sole 32093 0 0 Hibbett Sporting Goods Inc. COM 428567101 6304 246448SH Sole 80153 0 166295 Hittite Microwave Corp COM 43365Y104 60148 1367933SH Sole 758742 0 609191 Hunt (JB) Transport Services COM 445658107 9292 258984SH Sole 110325 0 148659 IPG Photonics Corp COM 44980X109 2817 190355SH Sole 61920 0 128435 Igate Corp COM 45169U105 5524 567756SH Sole 164456 0 403300 Illumina Inc COM 452327109 9296 238968SH Sole 101825 0 137143 Insulet Corp COM 45784P101 3962 262570SH Sole 85410 0 177160 Interclick, Inc. COM 458483203 2351 612230SH Sole 185700 0 426530 Intercontinentalexchnage inc COM 45865V100 2491 22208SH Sole 22208 0 0 J Crew Group Inc COM 46612H402 17759 386897SH Sole 222997 0 163900 Joy Global Inc COM 481165108 8721 154090SH Sole 65646 0 88444 KVH Industries, Inc COM 482738101 433 32790SH Sole 8310 0 24480 Knight Transportation COM 499064103 55603 2636443SH Sole 1496708 0 1139735 Ladish Co COM 505754200 2989 148275SH Sole 48230 0 100045 Landstar System Inc COM 515098101 19612 467163SH Sole 258442 0 208721 Las Vegas Sands Corp COM 517834107 2206 104280SH Sole 104280 0 0 Liveperson, Inc. COM 538146101 6060 790155SH Sole 230075 0 560080 Local.com Corp COM 53954R105 689 103300SH Sole 26300 0 77000 LogMeIn, Inc. COM 54142L109 3554 171769SH Sole 55880 0 115889 Lululemon Athletica Inc COM 550021109 33673 811388SH Sole 448845 0 362543 Lumber Liquidators Holdings, ICOM 55003T107 5596 209823SH Sole 68255 0 141568 Maxlinear Inc COM 57776J100 9142 515060SH Sole 185445 0 329615 Maxwell Technologies, Inc COM 577767106 2933 236703SH Sole 76980 0 159723 Medco Health Solutions COM 58405U102 1373 21273SH Sole 21273 0 0 Microsoft Corp. COM 594918104 2964 101266SH Sole 101266 0 0 Mindspeed Technologies COM 602682205 10003 1248855SH Sole 352315 0 896540 Morgan Stanley COM 617446448 909 31035SH Sole 31035 0 0 Netflix.com Inc. COM 64110L106 4940 66986SH Sole 28530 0 38456 Netlogic Microsystems COM 64118B100 54724 1859471SH Sole 1055410 0 804061 Northern Oil & Gas COM 665531109 11089 699616SH Sole 201182 0 498434 Nuvasive Inc COM 670704105 37401 827453SH Sole 457031 0 370422 Omnivision Microchip, Inc. COM 682128103 26864 1563700SH Sole 806455 0 757245 Open Table COM 68372A104 12589 330167SH Sole 160562 0 169605 Oracle Systems Corporation COM 68389X105 2534 98648SH Sole 98648 0 0 Orion Marine Group, Inc. COM 68628V308 3879 214911SH Sole 69905 0 145006 Pegasystems, Inc. COM 705573103 6466 174768SH Sole 74460 0 100308 Penn Virginia Corp COM 707882106 18961 773912SH Sole 428069 0 345843 Petroquest Energy Inc COM 716748108 3998 794926SH Sole 238880 0 556046 Potash Corp of Saskatchewan COM 73755L107 2787 23349SH Sole 23349 0 0 Power Integrations COM 739276103 46185 1121005SH Sole 606250 0 514755 Praxair Inc COM 74005P104 3149 37940SH Sole 37940 0 0 Precision Castparts Corp COM 740189105 3286 25931SH Sole 25931 0 0 Priceline.com COM 741503403 1838 7207SH Sole 7207 0 0 Qualcomm Inc COM 747525103 1180 28103SH Sole 28103 0 0 Quality Systems INc. COM 747582104 19172 312046SH Sole 169766 0 142280 Rackspace Hosting, Inc COM 750086100 45432 2425646SH Sole 1344130 0 1081516 Range Resources Corp COM 75281A109 2380 50775SH Sole 50775 0 0 Riverbed Technology Inc COM 768573107 38209 1345370SH Sole 771380 0 573990 Rosetta Resources COM 777779307 19760 839065SH Sole 483745 0 355320 SXC Health Solutions Corp COM 78505P100 43930 652944SH Sole 368585 0 284359 Salesforce.com Inc COM 79466L302 9698 130261SH Sole 55490 0 74771 Salix Pharamaceuticals COM 795435106 51809 1390835SH Sole 770100 0 620735 Schlumberger COM 806857108 2001 31537SH Sole 31537 0 0 Shutterfly Inc COM 82568P304 6042 250792SH Sole 71525 0 179267 Silicon Laboratories, Inc. COM 826919102 41804 876951SH Sole 476433 0 400518 Sonosite Inc COM 83568G104 6234 194150SH Sole 63150 0 131000 Sourcefire Inc COM 83616T108 4009 174702SH Sole 56815 0 117887 Southwestern Energy Co COM 845467109 777 19081SH Sole 19081 0 0 Stereotaxis Inc COM 85916J102 2868 572455SH Sole 175125 0 397330 Strayer Education, Inc. COM 863236105 9485 38951SH Sole 16590 0 22361 Successfactors, Inc COM 864596101 17544 921450SH Sole 530920 0 390530 Summer Infant Inc COM 865646103 3370 516941SH Sole 139280 0 377661 Techwell, Inc COM 87874D101 9287 496615SH Sole 161561 0 335054 Tenneco, Inc COM 880349105 17534 741386SH Sole 427426 0 313960 Terremark Worldwide Inc COM 881448203 3361 479478SH Sole 148230 0 331248 Travelzoo Inc COM 89421Q106 3240 215855SH Sole 59190 0 156665 True Religion Apparel Inc COM 89784N104 72553 2389772SH Sole 1299403 0 1090369 UQM Technologies COM 903213106 2556 607100SH Sole 197445 0 409655 US Auto Parts Network, Inc. COM 90343C100 6335 842427SH Sole 274080 0 568347 Ultimate Software Group Inc. COM 90385D107 22027 668495SH Sole 375830 0 292665 Unitedhealth Group, Inc. COM 91324P102 1467 44911SH Sole 44911 0 0 Urban Outfitters Inc COM 917047102 5287 139027SH Sole 59230 0 79797 Veeco Instruments COM 922417100 3809 87556SH Sole 37300 0 50256 Virtusa Corp COM 92827P102 5707 553526SH Sole 149177 0 404349 Visa Inc COM 92826C839 3172 34847SH Sole 34847 0 0 VistaPrint N.V. COM N93540107 52850 923148SH Sole 525060 0 398088 Vitran Corp Inc COM 92850E107 5668 468436SH Sole 119268 0 349168 Volterra Semiconductor Corp COM 928708106 10630 423511SH Sole 122255 0 301256
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