0001172661-12-001200.txt : 20121114 0001172661-12-001200.hdr.sgml : 20121114 20121114171844 ACCESSION NUMBER: 0001172661-12-001200 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120930 FILED AS OF DATE: 20121114 DATE AS OF CHANGE: 20121114 EFFECTIVENESS DATE: 20121114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Praesidium Investment Management Company, LLC CENTRAL INDEX KEY: 0001320769 IRS NUMBER: 200302413 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11673 FILM NUMBER: 121205637 BUSINESS ADDRESS: STREET 1: 747 THIRD AVENUE CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: (212) 821-1495 MAIL ADDRESS: STREET 1: 747 THIRD AVENUE CITY: NEW YORK STATE: NY ZIP: 10017 13F-HR 1 praesidiuminvestment3q12.txt FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 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: Praesidium Investment Management Company, LLC Address: 747 Third Avenue 35th Floor New York, NY 10017 13F File Number: 028-11673 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: Kevin Oram Title: Member Phone: 212.821.1489 Signature, Place, and Date of Signing: /s/ Kevin Oram New York, NY November 14, 2012 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 16 Form 13F Information Table Value Total: $877,492 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. 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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ACCENTURE PLC IRELAND SHS CLASS A G1151C101 122008 1742230 SH SOLE 1643107 0 99123 APPLIED MATLS INC COM 038222105 48780 4368979 SH SOLE 4120282 0 248697 ASCENA RETAIL GROUP INC COM 04351G101 80593 3757272 SH SOLE 3541596 0 215676 ASPEN TECHNOLOGY INC COM 045327103 58468 2262693 SH SOLE 2132678 0 130015 COMFORT SYS USA INC COM 199908104 32758 2997035 SH SOLE 2823901 0 173134 CULP INC COM 230215105 1563 132885 SH SOLE 115994 0 16891 JDA SOFTWARE GROUP INC COM 46612K108 116727 3672967 SH SOLE 3461712 0 211255 JOS A BANK CLOTHIERS INC COM 480838101 56640 1168307 SH SOLE 1100950 0 67357 KNOLL INC COM NEW 498904200 53574 3840432 SH SOLE 3621840 0 218592 MONARCH CASINO & RESORT INC COM 609027107 5306 609187 SH SOLE 534653 0 74534 MTS SYS CORP COM 553777103 25927 484173 SH SOLE 455935 0 28238 OPEN TEXT CORP COM 683715106 78939 1431614 SH SOLE 1350146 0 81468 OPLINK COMMUNICATIONS INC COM NEW 68375Q403 6729 406816 SH SOLE 379249 0 27567 PROGRESS SOFTWARE CORP COM 743312100 81614 3815541 SH SOLE 3596085 0 219456 QUANEX BUILDING PRODUCTS COR COM 747619104 30335 1610115 SH SOLE 1517501 0 92614 WATERS CORP COM 941848103 77531 930411 SH SOLE 876831 0 53580