0001140361-11-026269.txt : 20110510 0001140361-11-026269.hdr.sgml : 20110510 20110510125430 ACCESSION NUMBER: 0001140361-11-026269 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110331 FILED AS OF DATE: 20110510 DATE AS OF CHANGE: 20110510 EFFECTIVENESS DATE: 20110510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: INSIGHT CAPITAL RESEARCH & MANAGEMENT INC CENTRAL INDEX KEY: 0000938506 IRS NUMBER: 680166479 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04736 FILM NUMBER: 11826866 BUSINESS ADDRESS: STREET 1: 2121 N CALIFORNIA BLVD STE 560 CITY: WALNUT CREEK STATE: CA ZIP: 94596 MAIL ADDRESS: STREET 1: 2121 N CALIFORNIA BLVD STREET 2: STE 560 CITY: WALNUT CREEK STATE: CA ZIP: 94596 13F-HR 1 form13fhr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 3/31/2011 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: Insight Capital Research & Management, Inc. Address: 2121 N. California Boulevard Suite 560 Walnut Creek, CA 94596 Form 13F File Number: 28-04736 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. Persons Signing this Report on Behalf of Reporting Manager: Name: Nam Le Title: Controller Phone: 925-948-2000 Signature, Place, and Date of Signing: /s/ Nam Le Walnut Creek, California 5/9/2011 --------------------------------- --------------------------------- ---------- [Signature] [City, State] [Date] Report Type (Check only one): [X] 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).) [ ] 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 SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 86 Form 13F Information Table Value Total: $ 365,231 -------------- (In Thousands) List of Other Included Managers: Provide a numbered list of the name(s) and 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE
FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ----------------------------- -------------- --------- -------- ----------------- ---------- -------- ---------------------- VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ----------------------------- -------------- --------- -------- -------- --- ---- ---------- -------- ------- ------ ------- AmerisourceBergen cs 03073E105 717 18,124 SH SOLE N/A 603 n/a 17,521 Amerigroup Corp cs 03073T102 1,574 24,500 SH SOLE N/A 24,500 n/a - Ametek Inc cs 031100100 1,763 40,181 SH SOLE N/A 1,338 n/a 38,843 Amazon.com Inc cs 023135106 987 5,477 SH SOLE N/A 182 n/a 5,295 Alpha Natural Res Inc cs 02076X102 2,917 49,140 SH SOLE N/A 1,637 n/a 47,503 Acme Packet Inc cs 004764106 6,787 95,652 SH SOLE N/A 69,439 n/a 26,213 Arrow Electronics cs 042735100 5,221 124,666 SH SOLE N/A 89,649 n/a 35,017 Baker Hughes cs 057224107 742 10,106 SH SOLE N/A 334 n/a 9,772 Baidu Inc cs 056752108 3,161 22,937 SH SOLE N/A 762 n/a 22,175 Buckeye Cellulose Corp cs 118255108 1,335 49,036 SH SOLE N/A 18,900 n/a 30,136 Brown & Brown Inc cs 115236101 3,317 128,550 SH SOLE N/A 100,738 n/a 27,812 Broadsoft Inc cs 11133B409 4,333 90,991 SH SOLE N/A 66,673 n/a 24,318 Caterpillar Inc cs 149123101 544 4,889 SH SOLE N/A 2,722 n/a 2,167 CF Inds Hldgs Inc cs 125269100 7,557 55,245 SH SOLE N/A 14,867 n/a 40,378 Cummins Inc cs 231021106 3,347 30,536 SH SOLE N/A 1,008 n/a 29,528 Coherent Inc cs 192479103 2,920 50,256 SH SOLE N/A 36,511 n/a 13,745 Cooper Cos Inc cs 216648402 6,236 89,786 SH SOLE N/A 65,126 n/a 24,660 Salesforce.com cs 79466L302 3,034 22,711 SH SOLE N/A 752 n/a 21,959 CSX Corp cs 126408103 686 8,732 SH SOLE N/A 4,869 n/a 3,863 Cognizant Tech Sol cs 192446102 2,165 26,596 SH SOLE N/A 883 n/a 25,713 CVR Energy Inc cs 12662P108 5,307 229,143 SH SOLE N/A 165,453 n/a 63,690 Concho Resources Inc cs 20605P101 1,713 15,966 SH SOLE N/A 529 n/a 15,437 Deckers Outdoor Corp cs 243537107 6,521 75,695 SH SOLE N/A 44,246 n/a 31,449 Dover Corp cs 260003108 1,019 15,493 SH SOLE N/A 512 n/a 14,981 Endo Pharmaceuticals cs 29264F205 4,617 120,989 SH SOLE N/A 94,402 n/a 26,587 Endurance Specialty Hldgs Ltd cs G30397106 6,724 137,738 SH SOLE N/A 100,109 n/a 37,629 Express Scripts cs 302182100 633 11,382 SH SOLE N/A 378 n/a 11,004 Eaton Corp cs 278058102 1,872 33,766 SH SOLE N/A 1,116 n/a 32,650 Ezcorp Inc Cl A cs 302301106 5,683 181,060 SH SOLE N/A 128,136 n/a 52,924 Fortinet Inc cs 34959E109 7,258 164,400 SH SOLE N/A 108,284 n/a 56,116 Green Mtn Coffee Roast cs 393122106 1,487 23,014 SH SOLE N/A 8,889 n/a 14,125 Google Inc cs 38259P508 1,931 3,291 SH SOLE N/A 106 n/a 3,185 Herbalife Ltd cs G4412G101 9,435 115,963 SH SOLE N/A 82,576 n/a 33,387 Helmerich & Payne cs 423452101 1,246 18,136 SH SOLE N/A 603 n/a 17,533 Hill Rom Hldgs Inc cs 431475102 4,650 122,422 SH SOLE N/A 88,864 n/a 33,558 Intl Bus Machines cs 459200101 1,318 8,080 SH SOLE N/A 214 n/a 7,866 International Coal Grp Inc cs 45928H106 9,354 827,831 SH SOLE N/A 496,098 n/a 331,733 IPG Photonics Corp cs 44980X109 13,766 238,657 SH SOLE N/A 139,116 n/a 99,541 Jazz Pharmaceuticals Inc cs 472147107 7,311 229,557 SH SOLE N/A 169,566 n/a 59,991 JDS Uniphase cs 46612J507 8,077 387,586 SH SOLE N/A 234,608 n/a 152,978 51job Inc cs 316827104 7,294 114,098 SH SOLE N/A 82,525 n/a 31,573 Kraft Foods Inc cs 50075N104 949 30,276 SH SOLE N/A 1,028 n/a 29,248 Kindred Healthcare Inc cs 494580103 1,202 50,350 SH SOLE N/A 50,350 n/a - Coca-Cola Company cs 191216100 699 10,532 SH SOLE N/A 351 n/a 10,181 Kronos Worldwide Inc cs 50105F105 3,639 62,254 SH SOLE N/A 24,045 n/a 38,209 Lululemon Athletica Inc cs 550021109 1,488 16,709 SH SOLE N/A 8,509 n/a 8,200 LSB Inds Inc cs 502160104 9,598 242,132 SH SOLE N/A 156,829 n/a 85,303 McDonalds Corp cs 580135101 1,739 22,860 SH SOLE N/A 758 n/a 22,102 Massey Energy Corp cs 576206106 2,466 36,067 SH SOLE N/A 1,202 n/a 34,865 Microsoft Corp cs 594918104 548 21,595 SH SOLE N/A 713 n/a 20,882 Nordson Corp cs 655663102 11,344 98,589 SH SOLE N/A 71,500 n/a 27,089 Netflix Inc cs 64110L106 1,343 5,646 SH SOLE N/A 2,879 n/a 2,767 Northern Oil & Gas Inc cs 665531109 6,949 260,279 SH SOLE N/A 189,064 n/a 71,215 National Oilwell Varco cs 637071101 1,923 24,263 SH SOLE N/A 803 n/a 23,460 NXP Semiconductors N V Com cs N6596X109 6,306 210,455 SH SOLE N/A 65,951 n/a 144,504 Opentable Inc cs 68372A104 5,710 53,693 SH SOLE N/A 39,153 n/a 14,540 Oracle Systems Corp cs 68389X105 2,084 62,347 SH SOLE N/A 2,071 n/a 60,276 Pan American Silver Corp cs 697900108 4,507 121,391 SH SOLE N/A 88,195 n/a 33,196 Universal Display Corp cs 91347P105 1,617 29,375 SH SOLE N/A 29,375 n/a - Verifone Hldgs Inc cs 92342Y109 4,662 84,834 SH SOLE N/A 61,692 n/a 23,142
FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ----------------------------- -------------- --------- -------- ----------------- ---------- -------- ---------------------- VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ----------------------------- -------------- --------- -------- -------- --- ---- ---------- -------- ------- ------ ------- Priceline.Com Inc cs 741503403 1,088 2,148 SH SOLE N/A 73 n/a 2,075 Metropcs Comm cs 591708102 6,406 394,448 SH SOLE N/A 286,775 n/a 107,673 Patriot Coal Corp cs 70336T104 5,810 224,932 SH SOLE N/A 163,358 n/a 61,574 Procter & Gamble Co cs 742718109 1,341 21,770 SH SOLE N/A 789 n/a 20,981 Potash CP of Sask cs 73755L107 1,017 17,256 SH SOLE N/A 573 n/a 16,683 Pioneer Natural Res Co cs 723787107 2,014 19,758 SH SOLE N/A 654 n/a 19,104 Robbins & Myers Inc cs 770196103 8,355 181,672 SH SOLE N/A 118,511 n/a 63,161 RSC Holdings Inc cs 74972L102 3,517 244,564 SH SOLE N/A 191,699 n/a 52,865 Sauer-Danfoss Inc cs 804137107 5,762 113,145 SH SOLE N/A 82,219 n/a 30,926 Schlumberger Ltd cs 806857108 1,820 19,516 SH SOLE N/A 648 n/a 18,868 SXC Health Solutions cs 78505P100 9,701 177,032 SH SOLE N/A 109,618 n/a 67,414 Teck Resources Ltd cs 878742204 1,614 30,442 SH SOLE N/A 1,012 n/a 29,430 Transdigm Group Inc cs 893641100 4,716 56,262 SH SOLE N/A 42,177 n/a 14,085 TIBCO Software Inc cs 88632Q103 4,516 165,725 SH SOLE N/A 120,603 n/a 45,122 TRW Automotive Hldgs cs 87264S106 1,132 20,551 SH SOLE N/A 10,691 n/a 9,860 Under Armour Inc cs 904311107 11,396 167,467 SH SOLE N/A 114,597 n/a 52,870 Ulta Salon Cosm & Frag cs 90384S303 5,652 117,427 SH SOLE N/A 85,369 n/a 32,058 Union Pacific Corp cs 907818108 827 8,414 SH SOLE N/A 284 n/a 8,130 United Rentals cs 911363109 14,414 433,115 SH SOLE N/A 274,490 n/a 158,625 WABCO Holdings Inc cs 92927K102 10,190 165,309 SH SOLE N/A 120,047 n/a 45,262 Waste Connections Inc cs 941053100 4,716 163,810 SH SOLE N/A 121,312 n/a 42,498 Whiting Pete Corp cs 966387102 1,534 20,890 SH SOLE N/A 686 n/a 20,204 Walter Energy Inc cs 93317Q105 4,761 35,153 SH SOLE N/A 6,844 n/a 28,309 Weight Watchers Intl Inc cs 948626106 12,845 183,237 SH SOLE N/A 98,943 n/a 84,294 Exide Technologies cs 302051206 3,417 305,930 SH SOLE N/A 225,431 n/a 80,499 Exxon Mobil Corp cs 30231G102 1,335 15,866 SH SOLE N/A 530 n/a 15,336