0000950123-16-019273.txt : 20160811 0000950123-16-019273.hdr.sgml : 20160811 20160811060525 ACCESSION NUMBER: 0000950123-16-019273 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160630 FILED AS OF DATE: 20160811 DATE AS OF CHANGE: 20160811 EFFECTIVENESS DATE: 20160811 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: 161822918 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 06-30-2016 06-30-2016 TimesSquare Capital Management, LLC
7 Times Square 42nd Floor NEW YORK NY 10036
13F HOLDINGS REPORT 028-11092 N
Michael J. Andrews Chief Compliance Officer (917) 342-7956 /S/ Michael J. Andrews New York NY 08-11-2016 0 231 15131114 false
INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F 2U Inc. COM 90214J101 41034 1395235 SH SOLE 1390435 0 4800 A.O. Smith Corp. COM 831865209 18503 210000 SH SOLE 164600 0 45400 Acadia Healthcare Co Inc COM 00404A109 64984 1173005 SH SOLE 937990 0 235015 ACADIA Pharmaceuticals In COM 004225108 10673 328800 SH SOLE 257300 0 71500 ACI Worldwide Inc. COM 004498101 36965 1894650 SH SOLE 1482025 0 412625 Aercap Holdings NV SHS N00985106 109837 3269925 SH SOLE 2601950 0 667975 Albany International Corp CL A 012348108 81531 2041850 SH SOLE 2034550 0 7300 Alexion Pharmaceuticals I COM 015351109 3487 29865 SH SOLE 28365 0 1500 Allegiant Travel Co COM 01748X102 113031 746076 SH SOLE 673811 0 72265 Allergan PLC SHS G0177J108 5676 24564 SH SOLE 24564 0 0 Alliance Data Systems Cor COM 018581108 218123 1113327 SH SOLE 827617 0 285710 Allied World Assurance Co SHS H01531104 96867 2756600 SH SOLE 2212550 0 544050 Alnylam Pharmaceuticals I COM 02043Q107 9999 180200 SH SOLE 140450 0 39750 Alphabet Inc Class C CAP STK CL C 02079K107 17343 25058 SH SOLE 23973 0 1085 Amdocs Limited SHS G02602103 148283 2569000 SH SOLE 1891125 0 677875 American Renal Associates COM 029227105 30708 1060000 SH SOLE 1056400 0 3600 AMERISAFE Inc. COM 03071H100 20832 340280 SH SOLE 339080 0 1200 Ametek Inc COM 031100100 72544 1569200 SH SOLE 1258650 0 310550 Amphenol Corp. Cl A CL A 032095101 79656 1389425 SH SOLE 1114875 0 274550 Apollo Global Management CL A SHS 037612306 100429 6629000 SH SOLE 5257000 0 1372000 Apple Inc COM 037833100 9840 102931 SH SOLE 98633 0 4298 AptarGroup Inc. COM 038336103 49630 627200 SH SOLE 492050 0 135150 Artisan Partners Asset Ma CL A 04316A108 39068 1411400 SH SOLE 1104250 0 307150 Asbury Automotive Group I COM 043436104 34189 648250 SH SOLE 507200 0 141050 Aspen Technology Inc. COM 045327103 39178 973600 SH SOLE 761600 0 212000 Assured Guaranty Ltd COM G0585R106 79180 3121000 SH SOLE 2504900 0 616100 Atlassian Corporation Plc CL A G06242104 24087 930000 SH SOLE 729500 0 200500 Avis Budget Group Inc. COM 053774105 115931 3597000 SH SOLE 2872590 0 724410 Blackbaud Inc. COM 09227Q100 28237 415855 SH SOLE 414455 0 1400 Blackhawk Network Holding COM 09238E104 50086 1495550 SH SOLE 1490450 0 5100 Blue Buffalo Pet Products COM 09531U102 30074 1288500 SH SOLE 1004200 0 284300 BofI Holding Inc. COM 05566U108 46490 2625095 SH SOLE 2615795 0 9300 Booz Allen & Hamilton Inc CL A 099502106 140033 4724450 SH SOLE 3757100 0 967350 Boston Scientific Corpora COM 101137107 105888 4530950 SH SOLE 3636550 0 894400 Bright Horizons Family So COM 109194100 140354 2116629 SH SOLE 1904529 0 212100 Broadridge Financial Solu COM 11133T103 72307 1109000 SH SOLE 869850 0 239150 Broadsoft Inc COM 11133B409 32284 786847 SH SOLE 784147 0 2700 Brown-Forman Corp. Cl B CL B 115637209 56629 567650 SH SOLE 461425 0 106225 Brunswick Corp. COM 117043109 28398 626600 SH SOLE 491000 0 135600 Burlington Stores Inc COM 122017106 56951 853715 SH SOLE 850715 0 3000 BWX Technologies, Inc. COM 05605H100 31764 888000 SH SOLE 727300 0 160700 Cable One Inc COM 12685J105 64444 126013 SH SOLE 125568 0 445 Cardinal Health Inc. COM 14149Y108 7093 90928 SH SOLE 87133 0 3795 Cardtronics Plc COM G1991C105 35989 904018 SH SOLE 900768 0 3250 Carter's Inc. COM 146229109 36434 342200 SH SOLE 267500 0 74700 Cavium Inc. COM 14964U108 19300 500000 SH SOLE 393200 0 106800 CBRE Group Inc CL A 12504L109 94764 3578700 SH SOLE 2812300 0 766400 CEB INC. COM 125134106 73746 1195616 SH SOLE 1069736 0 125880 Cempra Inc COM 15130J109 33819 2050860 SH SOLE 1842160 0 208700 Centene Corp. COM 15135B101 91048 1275725 SH SOLE 1023325 0 252400 Church and Dwight Co COM 171340102 68103 661900 SH SOLE 530900 0 131000 Cimarex Energy Co. COM 171798101 51036 427725 SH SOLE 343425 0 84300 Civitas Solutions Inc COM 17887R102 41928 2012855 SH SOLE 2005855 0 7000 Clarcor Inc COM 179895107 41364 680000 SH SOLE 533000 0 147000 Cogent Communications Gro COM NEW 19239V302 39057 974975 SH SOLE 971375 0 3600 Columbia Sportswear Co. COM 198516106 40632 706150 SH SOLE 552550 0 153600 CommScope Holding Co Inc COM 20337X109 34021 1096400 SH SOLE 858000 0 238400 comScore Inc. COM 20564W105 19290 807785 SH SOLE 804985 0 2800 Copart Inc. COM 217204106 83892 1711725 SH SOLE 1374050 0 337675 CoreLogic, Inc. COM 21871D103 30053 781000 SH SOLE 612650 0 168350 Cornerstone OnDemand Inc. COM 21925Y103 51503 1353201 SH SOLE 1061001 0 292200 Costar Group Inc COM 22160N109 192789 881685 SH SOLE 707115 0 174570 Costco Wholesale Corp. COM 22160K105 7934 50520 SH SOLE 48410 0 2110 Cynosure Inc. (Cl A) CL A 232577205 27859 572700 SH SOLE 570700 0 2000 Davita Healthcare Partner COM 23918K108 320721 4147975 SH SOLE 3038275 0 1109700 DBV Technologies SA ADR SPONSORED ADR 23306J101 32116 984553 SH SOLE 909603 0 74950 Dermira Inc COM 24983L104 72877 2491526 SH SOLE 2279726 0 211800 Diamondback Energy Inc COM 25278X109 25539 280000 SH SOLE 219200 0 60800 Dick's Sporting Goods Inc COM 253393102 23666 525200 SH SOLE 410900 0 114300 Diplomat Pharmacy Inc COM 25456K101 49121 1403455 SH SOLE 1398655 0 4800 Dollar Tree Inc. COM 256746108 142529 1512400 SH SOLE 1175355 0 337045 Domino's Pizza Inc. COM 25754A201 87874 668850 SH SOLE 536500 0 132350 Dun & Bradstreet Corp. COM 26483E100 35723 293200 SH SOLE 229800 0 63400 Dunkin Brands Group Inc COM 265504100 41020 940400 SH SOLE 737400 0 203000 Ecolab Inc COM 278865100 125553 1058625 SH SOLE 760675 0 297950 Electronic Arts Inc. COM 285512109 69889 922500 SH SOLE 740250 0 182250 EMCOR Group Inc COM 29084Q100 47103 956204 SH SOLE 952804 0 3400 Endologix Inc. COM 29266S106 39076 3136135 SH SOLE 3125135 0 11000 Envestnet Inc. COM 29404K106 67638 2030555 SH SOLE 2023655 0 6900 Envision Healthcare Holdi COM 29413U103 102376 4035300 SH SOLE 3200700 0 834600 Equifax Inc. COM 294429105 237784 1851900 SH SOLE 1369645 0 482255 Evolent Health Inc Cl A CL A 30050B101 21121 1100055 SH SOLE 1095855 0 4200 ExamWorks Group Inc. COM 30066A105 24395 700000 SH SOLE 697400 0 2600 Exlservice Holdings Inc COM 302081104 81837 1561481 SH SOLE 1555781 0 5700 Facebook Inc CL A 30303M102 7649 66930 SH SOLE 64135 0 2795 Fair Isaac Corp COM 303250104 38427 340030 SH SOLE 338880 0 1150 FARO Technologies Inc. COM 311642102 23027 680660 SH SOLE 678260 0 2400 Fastenal Co. COM 311900104 48741 1098025 SH SOLE 880825 0 217200 Fidelity National Informa COM 31620M106 76282 1035310 SH SOLE 846930 0 188380 Financial Engines Inc. COM 317485100 12317 476100 SH SOLE 474500 0 1600 Fleetcor Technologies Inc COM 339041105 75659 528600 SH SOLE 424350 0 104250 Forum Energy Technologies COM 34984V100 27144 1568100 SH SOLE 1225000 0 343100 G&K Services Inc. Cl A CL A 361268105 42640 556875 SH SOLE 554975 0 1900 G-III Apparel Group Ltd. COM 36237H101 96604 2112945 SH SOLE 1899445 0 213500 Gartner Inc COM 366651107 199919 2052350 SH SOLE 1524450 0 527900 Genesee and Wyoming Inc CL A 371559105 111312 1888250 SH SOLE 1501450 0 386800 Global Eagle Entertainmen COM 37951D102 13354 2011144 SH SOLE 2002844 0 8300 Global Payments Inc COM 37940X102 171883 2408000 SH SOLE 1848675 0 559325 Globus Medical Inc Class CL A 379577208 45766 1920504 SH SOLE 1914104 0 6400 Grand Canyon Education In COM 38526M106 32398 811583 SH SOLE 636593 0 174990 Gulfport Energy Corp COM NEW 402635304 45014 1440000 SH SOLE 1435100 0 4900 Hanesbrands Inc COM 410345102 81367 3237825 SH SOLE 2599475 0 638350 Healthcare Services Group COM 421906108 47021 1136310 SH SOLE 1131960 0 4350 Hexcel Corp. COM 428291108 71023 1705650 SH SOLE 1369150 0 336500 HFF Inc. Cl A CL A 40418F108 53558 1854500 SH SOLE 1847900 0 6600 Hibbett Sports Inc. COM 428567101 44189 1270150 SH SOLE 1265850 0 4300 Home Depot Inc. COM 437076102 8471 66340 SH SOLE 63495 0 2845 Horizon Pharma Plc SHS G4617B105 63563 3859290 SH SOLE 3462090 0 397200 HSN Inc. COM 404303109 28242 577200 SH SOLE 454050 0 123150 Hubbell Incorporated COM 443510607 57167 542025 SH SOLE 435250 0 106775 Huron Consulting Group In COM 447462102 76259 1262147 SH SOLE 1140077 0 122070 ICF International Inc. COM 44925C103 25886 632914 SH SOLE 630914 0 2000 Imax Corporation COM 45245E109 99864 3387511 SH SOLE 3076111 0 311400 Inc Research Holdings Inc CL A 45329R109 49569 1300000 SH SOLE 1018900 0 281100 Inogen Inc. COM 45780L104 58234 1162120 SH SOLE 1158220 0 3900 Inter Parfums Inc COM 458334109 22113 773979 SH SOLE 770479 0 3500 Intercontinental Exchange COM 45866F104 7735 30220 SH SOLE 28955 0 1265 International Flavors & F COM 459506101 67838 538100 SH SOLE 431700 0 106400 Intra-Cellular Therapies COM 46116X101 62884 1619875 SH SOLE 1434575 0 185300 Intuit Inc. COM 461202103 6615 59265 SH SOLE 56790 0 2475 IPG Photonics Corp. COM 44980X109 24376 304700 SH SOLE 238800 0 65900 iShares Russell Midcap Gr RUS MD CP GR ETF 464287481 1114 11900 SH SOLE 7500 0 4400 J2 Global Inc. COM 48123V102 125475 1986307 SH SOLE 1799707 0 186600 Jack Henry and Associates COM 426281101 79678 913000 SH SOLE 716400 0 196600 KBR Inc. COM 48242W106 23856 1801815 SH SOLE 1795615 0 6200 Kennedy-Wilson Holdings I COM 489398107 64814 3418461 SH SOLE 3406711 0 11750 Knight Transportation Inc COM 499064103 59821 2250590 SH SOLE 2234465 0 16125 L-3 Communications Holdin COM 502424104 142430 970960 SH SOLE 761870 0 209090 Level 3 Communications In COM NEW 52729N308 72936 1416500 SH SOLE 1137075 0 279425 Lincoln Electric Holdings COM 533900106 14404 243800 SH SOLE 195925 0 47875 Lithia Motors Inc. Cl A CL A 536797103 37362 525701 SH SOLE 523801 0 1900 Littelfuse Inc. COM 537008104 54403 460300 SH SOLE 458700 0 1600 Macom Technology Solution COM 55405Y100 45842 1390000 SH SOLE 1385300 0 4700 Marriott Vacations Worldw COM 57164Y107 31929 466180 SH SOLE 364100 0 102080 Martin Marietta Materials COM 573284106 97618 508425 SH SOLE 401250 0 107175 Matador Resources Company COM 576485205 29331 1481365 SH SOLE 1476315 0 5050 Mattress Firm Holding Cor COM 57722W106 28453 848070 SH SOLE 845270 0 2800 Maximus Inc COM 577933104 50821 917848 SH SOLE 914248 0 3600 Medivation Inc. COM 58501N101 160817 2666950 SH SOLE 2097150 0 569800 Mednax Inc COM 58502B106 57944 800000 SH SOLE 626900 0 173100 Memorial Resource Develop COM 58605Q109 31844 2005300 SH SOLE 1567000 0 438300 Microsoft Corp. COM 594918104 6936 135550 SH SOLE 129890 0 5660 Milacron Holdings Corp COM 59870L106 32683 2252430 SH SOLE 2242830 0 9600 MKS Instruments Inc. COM 55306N104 88276 2050080 SH SOLE 2042980 0 7100 Monro Muffler Inc COM 610236101 82362 1295814 SH SOLE 1291364 0 4450 Monsanto Co. COM 61166W101 3303 31940 SH SOLE 30255 0 1685 Nasdaq Inc COM 631103108 66946 1035200 SH SOLE 830525 0 204675 Neurocrine Biosciences In COM 64125C109 19875 437300 SH SOLE 342100 0 95200 Neustar Inc CL A 64126X201 56250 2392600 SH SOLE 1920600 0 472000 New Charter Class A Commo CL A 16119P108 11097 48535 SH SOLE 46509 0 2026 NIC Inc COM 62914B100 49169 2241077 SH SOLE 2233377 0 7700 NICE Ltd SPONSORED ADR 653656108 41158 644600 SH SOLE 504350 0 140250 Nielsen Holdings PLC SHS EUR G6518L108 312547 6013981 SH SOLE 4418021 0 1595960 Nike Inc CL B 654106103 7232 131020 SH SOLE 125545 0 5475 Nord Anglia Education Inc SHS G6583A102 38572 1824591 SH SOLE 1817591 0 7000 Nordson Corporation COM 655663102 15869 189800 SH SOLE 148200 0 41600 NXP Semiconductors NV COM N6596X109 63957 816400 SH SOLE 654800 0 161600 O'Reilly Automotive Inc COM 67103H107 166998 616000 SH SOLE 446875 0 169125 Old Dominion Freight Line COM 679580100 29473 488700 SH SOLE 382250 0 106450 Ollie s Bargain Outlet Ho COM 681116109 40695 1635000 SH SOLE 1629400 0 5600 On Assignment Inc COM 682159108 100539 2720946 SH SOLE 2703941 0 17005 Orbital ATK Inc COM 68557N103 96965 1138888 SH SOLE 1025206 0 113682 Paycom Software Inc. COM 70432V102 68425 1583545 SH SOLE 1578045 0 5500 Paylocity Holding Corp COM 70438V106 40504 937600 SH SOLE 735000 0 202600 PDC Energy Inc COM 69327R101 35099 609249 SH SOLE 607249 0 2000 Performance Foods Group C COM 71377A103 30015 1115400 SH SOLE 874500 0 240900 PolyOne Corp. COM 73179P106 78878 2238309 SH SOLE 2224234 0 14075 Pool Corporation COM 73278L105 73804 784900 SH SOLE 629625 0 155275 Pra Health Sciences Inc COM 69354M108 56520 1353455 SH SOLE 1348805 0 4650 Premier Inc CL A 74051N102 83595 2556425 SH SOLE 2053075 0 503350 Press Ganey Holdings Inc COM 74113L102 42339 1075965 SH SOLE 1071565 0 4400 Proassurance Corporation COM 74267C106 102204 1908580 SH SOLE 1614830 0 293750 Proto Labs Inc COM 743713109 40263 699500 SH SOLE 548400 0 151100 Q2 Holdings Inc COM 74736L109 58011 2070346 SH SOLE 2062946 0 7400 Qlik Technologies Inc. COM 74733T105 132718 4486735 SH SOLE 3895485 0 591250 Range Resources Corp. COM 75281A109 43649 1011800 SH SOLE 812000 0 199800 RBC Bearings Inc COM 75524B104 46373 639628 SH SOLE 637328 0 2300 Renaissancere Holdings Lt COM G7496G103 150203 1278975 SH SOLE 992325 0 286650 Rexnord Holdings Inc COM 76169B102 94340 4805892 SH SOLE 4293192 0 512700 Robert Half International COM 770323103 35229 923200 SH SOLE 721200 0 202000 Rockwell Collins Inc COM 774341101 75543 887275 SH SOLE 712075 0 175200 Ross Stores Inc. COM 778296103 96345 1699500 SH SOLE 1364275 0 335225 RPM International Inc COM 749685103 143556 2874000 SH SOLE 2286650 0 587350 Ryanair Holdings plc - SP SPONSORED ADR NE 783513203 76438 1099200 SH SOLE 882050 0 217150 S S and C Technologies Ho COM 78467J100 69742 2483700 SH SOLE 1993600 0 490100 S&P Global COM 78409V104 191016 1780870 SH SOLE 1305885 0 474985 SBA Communications Corp COM 78388J106 386236 3578245 SH SOLE 2643815 0 934430 Science Applications Inte COM 808625107 56308 965000 SH SOLE 965000 0 0 Sealed Air Corp. COM 81211K100 77193 1679200 SH SOLE 1347850 0 331350 Seres Therapeutics Inc COM 81750R102 14266 491085 SH SOLE 489285 0 1800 Servicemaster Global Hold COM 81761R109 152979 3843700 SH SOLE 3062200 0 781500 Signet Jewelers Ltd. SHS G81276100 40216 488000 SH SOLE 391450 0 96550 Spirit Airlines Inc. COM 848577102 25804 575092 SH SOLE 573092 0 2000 Sportsmans Warehouse Hold COM 84920Y106 16120 2000000 SH SOLE 1992700 0 7300 Starbucks Corp. COM 855244109 5717 100087 SH SOLE 95907 0 4180 Stemline Therapeutics Inc COM 85858C107 6432 950005 SH SOLE 946105 0 3900 Summit Materials Inc CL A 86614U100 43928 2147042 SH SOLE 2139652 0 7390 Surgery Partners Inc COM 86881A100 35711 1995000 SH SOLE 1562800 0 432200 Surgical Care Affiliates COM 86881L106 69837 1465000 SH SOLE 1333850 0 131150 SVB Financial Group COM 78486Q101 118960 1250100 SH SOLE 991250 0 258850 Taylor Morrison Home Corp CL A 87724P106 27304 1839900 SH SOLE 1438450 0 401450 Team Health Holding Inc. COM 87817A107 99535 2447384 SH SOLE 2234634 0 212750 Tempur Sealy Internationa COM 88023U101 95081 1718750 SH SOLE 1365525 0 353225 The Advisory Board Co COM 00762W107 93188 2633187 SH SOLE 2374057 0 259130 The Ultimate Software Gro COM 90385D107 183574 872955 SH SOLE 780630 0 92325 Tractor Supply Company COM 892356106 74686 819100 SH SOLE 658200 0 160900 Transdigm Group Inc COM 893641100 67254 255050 SH SOLE 204375 0 50675 Transunion COM 89400J107 72458 2166800 SH SOLE 1694900 0 471900 Trinet Group Inc COM 896288107 26406 1270125 SH SOLE 1265025 0 5100 Tyler Technologies Inc. COM 902252105 57917 347410 SH SOLE 272020 0 75390 Union Pacific Corp. COM 907818108 2027 23230 SH SOLE 22135 0 1095 Universal Health Services CL B 913903100 93816 699600 SH SOLE 562950 0 136650 Vantiv Inc CL A 92210H105 152741 2698600 SH SOLE 2148650 0 549950 Verisk Analytics Inc. Cl COM 92345Y106 84184 1038280 SH SOLE 843105 0 195175 Vertex Pharmaceuticals In COM 92532F100 61066 709910 SH SOLE 570335 0 139575 Visa Inc. COM CL A 92826C839 8830 119050 SH SOLE 113900 0 5150 Wabco Holdings Inc COM 92927K102 117706 1285425 SH SOLE 1029925 0 255500 WageWorks Inc COM 930427109 105259 1759889 SH SOLE 1624059 0 135830 Watsco Inc. COM 942622200 29608 210450 SH SOLE 164500 0 45950 Watts Water Technologies CL A 942749102 24928 427870 SH SOLE 426470 0 1400 Wesco International Inc COM 95082P105 41977 815240 SH SOLE 736440 0 78800 West Corporation COM 952355204 29424 1496663 SH SOLE 1489613 0 7050 Wex Inc COM 96208T104 129216 1457274 SH SOLE 1307484 0 149790 Whitewave Foods Company COM 966244105 168275 3584905 SH SOLE 2883235 0 701670 William Lyon Homes Shs A CL A NEW 552074700 29413 1824655 SH SOLE 1817155 0 7500 Williams-Sonoma Inc. COM 969904101 103208 1979825 SH SOLE 1573550 0 406275 WisdomTree Investments In COM 97717P104 62141 6347435 SH SOLE 5800855 0 546580 WNS Holdings Ltd ADR SPON ADR 92932M101 53668 1987700 SH SOLE 1558200 0 429500 Woodward Inc. COM 980745103 59859 1038500 SH SOLE 811550 0 226950 Wyndham Worldwide Corp. COM 98310W108 79199 1111875 SH SOLE 894600 0 217275 Xilinx Inc. COM 983919101 91587 1985400 SH SOLE 1593500 0 391900