Chief Compliance Officer

0000950123-16-016557.txt : 20160511 0000950123-16-016557.hdr.sgml : 20160511 20160511060929 ACCESSION NUMBER: 0000950123-16-016557 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160511 DATE AS OF CHANGE: 20160511 EFFECTIVENESS DATE: 20160511 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TimesSquare Capital Management, LLC CENTRAL INDEX KEY: 0001313816 IRS NUMBER: 201665304 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11092 FILM NUMBER: 161637664 BUSINESS ADDRESS: STREET 1: 7 TIMES SQUARE STREET 2: 42ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 BUSINESS PHONE: 800-541-5156 MAIL ADDRESS: STREET 1: 7 TIMES SQUARE STREET 2: 42ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001313816 XXXXXXXX 03-31-2016 03-31-2016 TimesSquare Capital Management, LLC

7 Times Square 42nd Floor NEW YORK NY 10036

13F HOLDINGS REPORT 028-11092 N Mark J. Aaron Chief Compliance Officer (917) 342-7950 /S/ Mark J. Aaron New York NY 05-11-2016 0 230 15313250 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F 2U Inc. COM 90214J101 33258 1471615 SH SOLE 1466315 0 5300 A.O. Smith Corp. COM 831865209 19177 251300 SH SOLE 187100 0 64200 Acadia Healthcare Co Inc COM 00404A109 68006 1234005 SH SOLE 937070 0 296935 ACI Worldwide Inc. COM 004498101 41876 2014250 SH SOLE 1494325 0 519925 Aercap Holdings NV SHS N00985106 139084 3588350 SH SOLE 2729275 0 859075 Albany International Corp CL A 012348108 81257 2161675 SH SOLE 2154275 0 7400 Alexion Pharmaceuticals I COM 015351109 5507 39555 SH SOLE 36355 0 3200 Allegiant Travel Co COM 01748X102 121945 684851 SH SOLE 604036 0 80815 Allergan PLC SHS G0177J108 8003 29859 SH SOLE 29859 0 0 Alliance Data Systems Cor COM 018581108 289837 1317442 SH SOLE 931992 0 385450 Allied World Assurance Co SHS H01531104 101267 2898300 SH SOLE 2232350 0 665950 Alnylam Pharmaceuticals I COM 02043Q107 10109 161050 SH SOLE 120650 0 40400 Alphabet Inc Class C CAP STK CL C 02079K107 17398 23355 SH SOLE 21745 0 1610 Amdocs Limited SHS G02602103 139484 2308575 SH SOLE 1726250 0 582325 AMERISAFE Inc. COM 03071H100 26411 502680 SH SOLE 500980 0 1700 Ametek Inc COM 031100100 84206 1684800 SH SOLE 1297575 0 387225 Amphenol Corp. Cl A CL A 032095101 79011 1366500 SH SOLE 1053550 0 312950 Apollo Global Management CL A SHS 037612306 118956 6948350 SH SOLE 5215350 0 1733000 Apple Inc COM 037833100 11729 107611 SH SOLE 100083 0 7528 AptarGroup Inc. COM 038336103 48285 615800 SH SOLE 458150 0 157650 ARM Holdings Pls Spons AD SPONSORED ADR 042068106 38884 890000 SH SOLE 719700 0 170300 Artisan Partners Asset Ma CL A 04316A108 48727 1580000 SH SOLE 1172650 0 407350 Asbury Automotive Group I COM 043436104 44772 748200 SH SOLE 553850 0 194350 Ashland Inc. COM 044209104 40366 367100 SH SOLE 282850 0 84250 Aspen Technology Inc. COM 045327103 32802 907900 SH SOLE 673700 0 234200 Assured Guaranty Ltd COM G0585R106 69056 2729500 SH SOLE 2102700 0 626800 Avis Budget Group Inc. COM 053774105 118758 4340555 SH SOLE 3330175 0 1010380 Blackhawk Network Holding COM 09238E104 52155 1520565 SH SOLE 1515265 0 5300 Blue Buffalo Pet Products COM 09531U102 32083 1250300 SH SOLE 932100 0 318200 BofI Holding Inc. COM 05566U108 53640 2513595 SH SOLE 2504695 0 8900 Booz Allen & Hamilton Inc CL A 099502106 151682 5009300 SH SOLE 3812050 0 1197250 Boston Beer Co. Cl A CL A 100557107 27863 150556 SH SOLE 149906 0 650 Boston Scientific Corpora COM 101137107 98273 5224500 SH SOLE 4027200 0 1197300 Bright Horizons Family So COM 109194100 122258 1887279 SH SOLE 1662379 0 224900 Broadridge Financial Solu COM 11133T103 78856 1329550 SH SOLE 988220 0 341330 Broadsoft Inc COM 11133B409 38336 950092 SH SOLE 946692 0 3400 Brown-Forman Corp. Cl B CL B 115637209 61367 623200 SH SOLE 485450 0 137750 Brunswick Corp. COM 117043109 40793 850200 SH SOLE 631500 0 218700 Burlington Stores Inc COM 122017106 61304 1090045 SH SOLE 1086345 0 3700 Cable One Inc COM 12685J105 58540 133918 SH SOLE 133453 0 465 Cardinal Health Inc. COM 14149Y108 6977 85133 SH SOLE 79388 0 5745 Cardtronics Inc COM 14161H108 32319 898013 SH SOLE 894863 0 3150 Catalent Inc COM 148806102 84452 3166550 SH SOLE 2408400 0 758150 Cavium Inc. COM 14964U108 49748 813400 SH SOLE 604600 0 208800 CBRE Group Inc CL A 12504L109 100052 3471600 SH SOLE 2673900 0 797700 CEB INC. COM 125134106 78250 1208861 SH SOLE 1053981 0 154880 Cempra Holdings LLC COM 15130J109 35677 2036360 SH SOLE 1773560 0 262800 Centene Corp. COM 15135B101 79739 1295100 SH SOLE 997300 0 297800 Cepheid COM 15670R107 19122 573200 SH SOLE 426200 0 147000 Charter Communications In CL A NEW 16117M305 165410 817123 SH SOLE 605813 0 211310 Church and Dwight Co COM 171340102 80247 870550 SH SOLE 670325 0 200225 Cimarex Energy Co. COM 171798101 55269 568200 SH SOLE 437650 0 130550 Civitas Solutions Inc COM 17887R102 33370 1914505 SH SOLE 1907905 0 6600 Clarcor Inc COM 179895107 40517 701100 SH SOLE 518900 0 182200 Cogent Communications Gro COM NEW 19239V302 39720 1017675 SH SOLE 1014075 0 3600 Columbia Sportswear Co. COM 198516106 37196 619000 SH SOLE 459600 0 159400 CommScope Holding Co Inc COM 20337X109 32633 1168800 SH SOLE 864300 0 304500 comScore Inc. COM 20564W105 24191 805285 SH SOLE 802485 0 2800 Copart Inc. COM 217204106 75212 1844800 SH SOLE 1421525 0 423275 CoreLogic, Inc. COM 21871D103 30467 878000 SH SOLE 653150 0 224850 Cornerstone OnDemand Inc. COM 21925Y103 55761 1701601 SH SOLE 1260451 0 441150 Costar Group Inc COM 22160N109 202340 1075305 SH SOLE 821965 0 253340 Costco Wholesale Corp. COM 22160K105 5697 36150 SH SOLE 33755 0 2395 Cynosure Inc. (Cl A) CL A 232577205 38125 864110 SH SOLE 861210 0 2900 Davita Healthcare Partner COM 23918K108 330178 4499565 SH SOLE 3158275 0 1341290 DBV Technologies SA ADR SPONSORED ADR 23306J101 32212 989603 SH SOLE 907453 0 82150 Demandware Inc COM 24802Y105 33493 856590 SH SOLE 853490 0 3100 Dermira Inc COM 24983L104 28743 1389881 SH SOLE 1385181 0 4700 Diamondback Energy Inc COM 25278X109 29799 386100 SH SOLE 286850 0 99250 Diplomat Pharmacy Inc COM 25456K101 30331 1106955 SH SOLE 1102655 0 4300 Dollar Tree Inc. COM 256746108 128978 1564125 SH SOLE 1185325 0 378800 Domino's Pizza Inc. COM 25754A201 85037 644900 SH SOLE 496550 0 148350 Dun & Bradstreet Corp. COM 26483E100 37861 367300 SH SOLE 273700 0 93600 Dunkin Brands Group Inc COM 265504100 42510 901200 SH SOLE 669800 0 231400 Ecolab Inc COM 278865100 136189 1221210 SH SOLE 837005 0 384205 EMCOR Group Inc COM 29084Q100 47162 970404 SH SOLE 967004 0 3400 Endologix Inc. COM 29266S106 22130 2647135 SH SOLE 2637935 0 9200 Envestnet Inc. COM 29404K106 70476 2591040 SH SOLE 2581940 0 9100 Envision Healthcare Holdi COM 29413U103 163263 8003075 SH SOLE 5729610 0 2273465 EOG Resources Inc. COM 26875P101 3196 44035 SH SOLE 41130 0 2905 Equifax Inc. COM 294429105 229111 2004650 SH SOLE 1431600 0 573050 Evolent Health Inc Cl A CL A 30050B101 12595 1192755 SH SOLE 1188255 0 4500 ExamWorks Group Inc. COM 30066A105 42866 1450145 SH SOLE 1445445 0 4700 Exlservice Holdings Inc COM 302081104 79395 1532731 SH SOLE 1527231 0 5500 Facebook Inc CL A 30303M102 8205 71910 SH SOLE 67125 0 4785 Fair Isaac Corp COM 303250104 25618 241470 SH SOLE 240620 0 850 FARO Technologies Inc. COM 311642102 24862 771860 SH SOLE 768960 0 2900 Fastenal Co. COM 311900104 65175 1330100 SH SOLE 1024800 0 305300 Fidelity National Informa COM 31620M106 55281 873180 SH SOLE 692135 0 181045 Financial Engines Inc. COM 317485100 24007 763815 SH SOLE 761015 0 2800 Five Below Inc COM 33829M101 19620 474600 SH SOLE 353300 0 121300 Forum Energy Technologies COM 34984V100 34063 2580500 SH SOLE 1916000 0 664500 G-III Apparel Group Ltd. COM 36237H101 46462 950345 SH SOLE 947045 0 3300 Gartner Inc COM 366651107 203810 2281025 SH SOLE 1625800 0 655225 Genesee and Wyoming Inc CL A 371559105 128855 2055100 SH SOLE 1558625 0 496475 Gentherm Incorporated COM 37253A103 29995 721200 SH SOLE 533100 0 188100 Global Eagle Entertainmen COM 37951D102 16876 1980744 SH SOLE 1973444 0 7300 Global Payments Inc COM 37940X102 140963 2158700 SH SOLE 1640550 0 518150 Globus Medical Inc Class CL A 379577208 46386 1953104 SH SOLE 1946504 0 6600 Graco Inc COM 384109104 23786 283300 SH SOLE 209900 0 73400 Grand Canyon Education In COM 38526M106 39350 920683 SH SOLE 681793 0 238890 Gulfport Energy Corp COM NEW 402635304 28857 1018250 SH SOLE 1014750 0 3500 Hanesbrands Inc COM 410345102 90535 3194600 SH SOLE 2460275 0 734325 Healthcare Services Group COM 421906108 46315 1258210 SH SOLE 1253960 0 4250 Hexcel Corp. COM 428291108 89295 2042900 SH SOLE 1574700 0 468200 HFF Inc. Cl A CL A 40418F108 50143 1821400 SH SOLE 1815200 0 6200 Hibbett Sports Inc. COM 428567101 30167 840300 SH SOLE 837400 0 2900 Home Depot Inc. COM 437076102 8662 64915 SH SOLE 60495 0 4420 Horizon Pharma Plc SHS G4617B105 67375 4066100 SH SOLE 3569050 0 497050 HSN Inc. COM 404303109 34284 655400 SH SOLE 486900 0 168500 Hubbell Incorporated COM 443510607 63145 596100 SH SOLE 459200 0 136900 Huron Consulting Group In COM 447462102 75259 1293327 SH SOLE 1138457 0 154870 ICF International Inc. COM 44925C103 22221 646514 SH SOLE 644514 0 2000 IHS Inc CL A 451734107 32120 258700 SH SOLE 199525 0 59175 Imax Corporation COM 45245E109 102268 3289411 SH SOLE 2942711 0 346700 Inc Research Holdings Inc CL A 45329R109 62608 1519250 SH SOLE 1128450 0 390800 Inogen Inc. COM 45780L104 53379 1186720 SH SOLE 1182720 0 4000 Inovalon Holdings Inc Cla COM CL A 45781D101 4063 219400 SH SOLE 163400 0 56000 Inter Parfums Inc COM 458334109 24722 800079 SH SOLE 796579 0 3500 Intercontinental Exchange COM 45866F104 6892 29310 SH SOLE 27325 0 1985 International Flavors & F COM 459506101 51103 449175 SH SOLE 347200 0 101975 Intra-Cellular Therapies COM 46116X101 42378 1524375 SH SOLE 1318875 0 205500 Intuit Inc. COM 461202103 3477 33425 SH SOLE 31215 0 2210 INVESCO Ltd. SHS G491BT108 77254 2510700 SH SOLE 1935900 0 574800 IPG Photonics Corp. COM 44980X109 29823 310400 SH SOLE 231700 0 78700 iShares Russell Midcap Gr RUS MD CP GR ETF 464287481 1097 11900 SH SOLE 7500 0 4400 J2 Global Inc. COM 48123V102 104390 1695187 SH SOLE 1509237 0 185950 Jack Henry and Associates COM 426281101 78650 930000 SH SOLE 691250 0 238750 KBR Inc. COM 48242W106 23559 1521915 SH SOLE 1516215 0 5700 Kennedy-Wilson Holdings I COM 489398107 62642 2860371 SH SOLE 2850221 0 10150 Knight Transportation Inc COM 499064103 53041 2028320 SH SOLE 2014680 0 13640 L-3 Communications Holdin COM 502424104 118858 1003025 SH SOLE 762085 0 240940 Level 3 Communications In COM NEW 52729N308 55762 1055100 SH SOLE 812700 0 242400 Lithia Motors Inc. Cl A CL A 536797103 37482 429201 SH SOLE 427701 0 1500 Littelfuse Inc. COM 537008104 54673 444100 SH SOLE 442600 0 1500 MA-Com Technology Solutio COM 55405Y100 73396 1676095 SH SOLE 1670395 0 5700 Markit Limited SHS G58249106 36743 1039400 SH SOLE 799950 0 239450 Marriott Vacations Worldw COM 57164Y107 33860 501630 SH SOLE 372150 0 129480 Martin Marietta Materials COM 573284106 94366 591600 SH SOLE 455750 0 135850 Matador Resources Company COM 576485205 25860 1363925 SH SOLE 1359375 0 4550 Mattress Firm Holding Cor COM 57722W106 40762 961585 SH SOLE 958285 0 3300 Maximus Inc COM 577933104 47789 907848 SH SOLE 904448 0 3400 McGraw Hill Financial Inc COM 580645109 202059 2041415 SH SOLE 1432625 0 608790 Medivation Inc. COM 58501N101 143807 3127600 SH SOLE 2379825 0 747775 Mednax Inc COM 58502B106 55706 862050 SH SOLE 639100 0 222950 Memorial Resource Develop COM 58605Q109 20321 1996200 SH SOLE 1481700 0 514500 Microsoft Corp. COM 594918104 6604 119580 SH SOLE 111470 0 8110 Milacron Holdings Corp COM 59870L106 21153 1282800 SH SOLE 1278200 0 4600 MKS Instruments Inc. COM 55306N104 80807 2146280 SH SOLE 2138880 0 7400 Monro Muffler Inc COM 610236101 74514 1042589 SH SOLE 1039039 0 3550 Nasdaq Inc COM 631103108 79148 1192350 SH SOLE 919050 0 273300 Neustar Inc CL A 64126X201 61185 2487200 SH SOLE 1916600 0 570600 NIC Inc COM 62914B100 40491 2245777 SH SOLE 2238077 0 7700 NICE Systems Ltd - ADR SPONSORED ADR 653656108 41900 646700 SH SOLE 496950 0 149750 Nielsen Holdings PLC SHS EUR G6518L108 336073 6381936 SH SOLE 4495511 0 1886425 Nike Inc CL B 654106103 6799 110605 SH SOLE 102865 0 7740 Nord Anglia Education Inc SHS G6583A102 43037 2060166 SH SOLE 2052866 0 7300 Nordson Corporation COM 655663102 21504 282800 SH SOLE 209900 0 72900 NXP Semiconductors NV COM N6596X109 79335 978600 SH SOLE 752925 0 225675 O'Reilly Automotive Inc COM 67103H107 142759 521665 SH SOLE 379600 0 142065 Och-Ziff Capital Manageme CL A 67551U105 43507 10001600 SH SOLE 7503500 0 2498100 Old Dominion Freight Line COM 679580100 34034 488850 SH SOLE 363400 0 125450 Ollie s Bargain Outlet Ho COM 681116109 36551 1560000 SH SOLE 1554600 0 5400 On Assignment Inc COM 682159108 93403 2529886 SH SOLE 2507766 0 22120 Orbital ATK Inc COM 68557N103 81608 938666 SH SOLE 842257 0 96409 Park-Ohio Holdings Corp. COM 700666100 23474 548206 SH SOLE 546506 0 1700 Paycom Software Inc. COM 70432V102 61060 1715170 SH SOLE 1697100 0 18070 Paylocity Holding Corp COM 70438V106 29756 908870 SH SOLE 674620 0 234250 PDC Energy Inc COM 69327R101 32629 548849 SH SOLE 546749 0 2100 PepsiCo Inc. COM 713448108 3759 36685 SH SOLE 34240 0 2445 PolyOne Corp. COM 73179P106 86509 2859789 SH SOLE 2834899 0 24890 Pool Corporation COM 73278L105 82098 935700 SH SOLE 720425 0 215275 Pra Health Sciences Inc COM 69354M108 62210 1454855 SH SOLE 1449805 0 5050 Premier Inc CL A 74051N102 88474 2652100 SH SOLE 2038450 0 613650 Press Ganey Holdings Inc COM 74113L102 41882 1392365 SH SOLE 1387765 0 4600 Proassurance Corporation COM 74267C106 68862 1360900 SH SOLE 1010750 0 350150 Proto Labs Inc COM 743713109 29680 385000 SH SOLE 286100 0 98900 Q2 Holdings Inc COM 74736L109 54081 2249638 SH SOLE 2242038 0 7600 Qlik Technologies Inc. COM 74733T105 178634 6176835 SH SOLE 5080085 0 1096750 Range Resources Corp. COM 75281A109 47450 1465400 SH SOLE 1128700 0 336700 RBC Bearings Inc COM 75524B104 63321 864328 SH SOLE 861328 0 3000 Renaissancere Holdings Lt COM G7496G103 180275 1504425 SH SOLE 1119375 0 385050 Rexnord Holdings Inc COM 76169B102 99895 4940392 SH SOLE 4302192 0 638200 Robert Half International COM 770323103 48269 1036250 SH SOLE 769200 0 267050 Rockwell Collins Inc COM 774341101 90642 983000 SH SOLE 758125 0 224875 Ross Stores Inc. COM 778296103 87244 1506800 SH SOLE 1160875 0 345925 RPM International Inc COM 749685103 195523 4131060 SH SOLE 3140585 0 990475 Ryanair Holdings plc - SP SPONSORED ADR NE 783513203 78199 911200 SH SOLE 736650 0 174550 SBA Communications Corp COM 78388J106 377699 3770580 SH SOLE 2673015 0 1097565 Science Applications Inte COM 808625107 46673 875000 SH SOLE 875000 0 0 Seres Therapeutics Inc COM 81750R102 13104 493385 SH SOLE 491585 0 1800 Servicemaster Global Hold COM 81761R109 147297 3909150 SH SOLE 2976300 0 932850 Signet Jewelers Ltd. SHS G81276100 68564 552800 SH SOLE 425850 0 126950 Spirit Airlines Inc. COM 848577102 37009 771342 SH SOLE 768642 0 2700 Starbucks Corp. COM 855244109 8408 140845 SH SOLE 131485 0 9360 Stemline Therapeutics Inc COM 85858C107 5434 1166005 SH SOLE 1161505 0 4500 Summit Materials Inc CL A 86614U100 34521 1774862 SH SOLE 1768822 0 6040 Surgery Partners Inc COM 86881A100 26189 1975000 SH SOLE 1464450 0 510550 Surgical Care Affiliates COM 86881L106 83313 1800190 SH SOLE 1630790 0 169400 SVB Financial Group COM 78486Q101 48872 478900 SH SOLE 355900 0 123000 Taylor Morrison Home Corp CL A 87724P106 27574 1952800 SH SOLE 1449550 0 503250 Team Health Holding Inc. COM 87817A107 95930 2294434 SH SOLE 2043034 0 251400 Tempur Sealy Internationa COM 88023U101 101000 1661450 SH SOLE 1262825 0 398625 The Advisory Board Co COM 00762W107 80390 2492722 SH SOLE 2180692 0 312030 The Ultimate Software Gro COM 90385D107 177802 918875 SH SOLE 801245 0 117630 Tractor Supply Company COM 892356106 91934 1016300 SH SOLE 784175 0 232125 Transdigm Group Inc COM 893641100 76083 345300 SH SOLE 265875 0 79425 Transunion COM 89400J107 69163 2505000 SH SOLE 1860000 0 645000 Trinet Group Inc COM 896288107 28959 2018025 SH SOLE 1826525 0 191500 Tyler Technologies Inc. COM 902252105 55626 432520 SH SOLE 320830 0 111690 Union Pacific Corp. COM 907818108 4612 57975 SH SOLE 54135 0 3840 United Natural Foods Inc COM 911163103 26960 668994 SH SOLE 666294 0 2700 Universal Health Services CL B 913903100 95211 763400 SH SOLE 590300 0 173100 Vantiv Inc CL A 92210H105 142410 2643100 SH SOLE 2014625 0 628475 Verisk Analytics Inc. Cl COM 92345Y106 69031 863750 SH SOLE 666025 0 197725 Visa Inc. COM CL A 92826C839 9081 118740 SH SOLE 110675 0 8065 Wabco Holdings Inc COM 92927K102 116190 1086700 SH SOLE 827625 0 259075 WageWorks Inc COM 930427109 121215 2395079 SH SOLE 2094449 0 300630 Watsco Inc. COM 942622200 31664 235000 SH SOLE 174350 0 60650 Wesco International Inc COM 95082P105 64842 1186065 SH SOLE 1033565 0 152500 West Corporation COM 952355204 38738 1697553 SH SOLE 1690503 0 7050 Wex Inc COM 96208T104 110965 1331154 SH SOLE 1172364 0 158790 Whitewave Foods Company COM 966244105 149645 3682210 SH SOLE 2833585 0 848625 William Lyon Homes Shs A CL A NEW 552074700 26610 1836455 SH SOLE 1828955 0 7500 Williams-Sonoma Inc. COM 969904101 84186 1537925 SH SOLE 1166175 0 371750 WisdomTree Investments In COM 97717P104 69454 6076505 SH SOLE 5406950 0 669555 WNS Holdings Ltd ADR SPON ADR 92932M101 61632 2011500 SH SOLE 1544900 0 466600 Woodward Inc. COM 980745103 57745 1110050 SH SOLE 823200 0 286850 Wyndham Worldwide Corp. COM 98310W108 82713 1082200 SH SOLE 836025 0 246175 Xilinx Inc. COM 983919101 92645 1953300 SH SOLE 1505600 0 447700