0001140361-12-005780.txt : 20120207 0001140361-12-005780.hdr.sgml : 20120207 20120207122508 ACCESSION NUMBER: 0001140361-12-005780 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20111231 FILED AS OF DATE: 20120207 DATE AS OF CHANGE: 20120207 EFFECTIVENESS DATE: 20120207 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: 12576542 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 NONE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 12/31/2011 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 submission. 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 2/6/2012 --------------------------------- --------------------------------- ---------- [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: 81 Form 13F Information Table Value Total: $ 296,206 -------------- (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 ------------------------------------ -------------- --------- --------- -------- --- ---- ---------- -------- ------- ------ ------- Akorn Inc cs 009728106 6,684.90 601,160 SH SOLE N/A 383,250 n/a 217,910 Alexion Pharma Inc cs 015351109 1,688.54 23,616 SH SOLE N/A 11,906 n/a 11,710 Amazon.com Inc cs 023135106 979.05 5,656 SH SOLE N/A 977 n/a 4,679 Apple Inc cs 037833100 4,107.11 10,141 SH SOLE N/A 1,594 n/a 8,547 Baidu Inc cs 056752108 1,150.37 9,877 SH SOLE N/A 414 n/a 9,463 Buffalo Wild Wings Inc cs 119848109 4,579.81 67,839 SH SOLE N/A 43,684 n/a 24,155 CF Inds Hldgs Inc cs 125269100 2,947.59 20,331 SH SOLE N/A 3,848 n/a 16,483 Cabot Oil & Gas Corp cs 127097103 1,516.18 19,976 SH SOLE N/A 3,623 n/a 16,353 Carbo Ceramics Inc cs 140781105 8,888.15 72,068 SH SOLE N/A 38,621 n/a 33,447 Carpenter Technology cs 144285103 8,188.92 159,070 SH SOLE N/A 93,420 n/a 65,650 Chipotle Mexican Grill cs 169656105 697.43 2,065 SH SOLE N/A 69 n/a 1,996 Citigroup Inc cs 172967424 2,012.98 76,510 SH SOLE N/A 3,110 n/a 73,400 Clean Harbors Inc cs 184496107 8,255.65 129,541 SH SOLE N/A 80,083 n/a 49,458 Coca-Cola Company cs 191216100 647.78 9,258 SH SOLE N/A 369 n/a 8,889 Colfax Corp Common cs 194014106 528.39 18,553 SH SOLE N/A 9,454 n/a 9,099 Cubist Pharmaceuticals cs 229678107 7,812.79 197,193 SH SOLE N/A 134,342 n/a 62,851 Cummins Inc cs 231021106 452.16 5,137 SH SOLE N/A 179 n/a 4,958 Finish Line Inc cs 317923100 5,948.54 308,454 SH SOLE N/A 212,344 n/a 96,110 Grainger WW Inc cs 384802104 995.48 5,318 SH SOLE N/A 2,674 n/a 2,644 Green Mtn Coffee Roast cs 393122106 1,310.11 29,211 SH SOLE N/A 1,114 n/a 28,097 Group 1 Automotive Inc Com cs 398905109 6,161.40 118,946 SH SOLE N/A 79,850 n/a 39,096 Hansen Natural Corp cs 411310105 1,876.43 20,365 SH SOLE N/A 697 n/a 19,668 Hawaiian Holdings Inc cs 419879101 1,200.84 207,042 SH SOLE N/A 100,966 n/a 106,076 Home Depot Inc cs 437076102 1,212.90 28,851 SH SOLE N/A 7,404 n/a 21,447 Hornbeck Offshore cs 440543106 7,716.97 248,774 SH SOLE N/A 171,216 n/a 77,558 Intl Bus Machines cs 459200101 1,504.87 8,184 SH SOLE N/A 1,439 n/a 6,745 IShares Russell Midcap Growth Index cs 464287481 242.18 4,400 SH SOLE N/A 882 n/a 3,518 IShares Trust Russell 2000 Growth cs 464287648 395.88 4,700 SH SOLE N/A 2,381 n/a 2,319 Index Jazz Pharmaceuticals Plcshs cs 472147107 9,029.41 233,741 SH SOLE N/A 160,448 n/a 73,293 Johnson & Johnson cs 478160104 692.07 10,553 SH SOLE N/A 361 n/a 10,192 Lennar Corp cs 526057104 10,739.47 546,538 SH SOLE N/A 298,768 n/a 247,770 Newpark Resources Inc cs 651718504 6,314.11 664,643 SH SOLE N/A 458,780 n/a 205,863 Nike, Inc Cl B cs 654106103 888.24 9,217 SH SOLE N/A 315 n/a 8,902 Pharmacyclics Inc cs 716933106 5,069.85 342,095 SH SOLE N/A 232,273 n/a 109,822 Pfizer Inc cs 717081103 517.91 23,933 SH SOLE N/A 817 n/a 23,116 Pier 1 Imports cs 720279108 4,233.88 303,940 SH SOLE N/A 209,083 n/a 94,857 Procter & Gamble Co cs 742718109 732.61 10,982 SH SOLE N/A 401 n/a 10,581 Rex Energy Corp cs 761565100 4,520.75 306,284 SH SOLE N/A 205,836 n/a 100,448 Robbins & Myers Inc cs 770196103 3,872.20 79,757 SH SOLE N/A 54,949 n/a 24,808 Ross Stores cs 778296103 686.57 14,445 SH SOLE N/A 8,495 n/a 5,950 Spreadtrum Comm AD cs 849415203 13,839.28 662,801 SH SOLE N/A 372,221 n/a 290,580 Starbucks Corp cs 855244109 1,113.72 24,206 SH SOLE N/A 836 n/a 23,370 Tractor Supply Co cs 892356106 336.65 4,799 SH SOLE N/A 2,527 n/a 2,272 Triumph Group Inc cs 896818101 7,250.78 124,051 SH SOLE N/A 83,280 n/a 40,771 United Parcel Svc Inc Cl B cs 911312106 447.56 6,115 SH SOLE N/A 209 n/a 5,906 United Rentals cs 911363109 14,689.60 497,110 SH SOLE N/A 271,242 n/a 225,868 VF Corp cs 918204108 440.27 3,467 SH SOLE N/A 1,830 n/a 1,637 Viropharma Inc cs 928241108 4,467.04 163,090 SH SOLE N/A 109,767 n/a 53,323 Waste Connections Inc cs 941053100 4,977.33 150,191 SH SOLE N/A 103,141 n/a 47,050 Sally Beauty Holdings Inc cs 79546E104 4,540.35 214,877 SH SOLE N/A 145,029 n/a 69,848 NCR Corp cs 62886E108 790.20 48,007 SH SOLE N/A 23,833 n/a 24,174 Ariad Pharmaceuticals Inc cs 04033A100 2,743.35 223,947 SH SOLE N/A 131,364 n/a 92,583 Basic Energy Svcs Inc cs 06985P100 5,244.26 266,206 SH SOLE N/A 187,745 n/a 78,461 Cardtronics Inc cs 14161H108 4,272.07 157,874 SH SOLE N/A 110,072 n/a 47,802 D R Horton Inc cs 23331A109 2,392.80 189,754 SH SOLE N/A 46,011 n/a 143,743 Dominos Pizza Inc cs 25754A201 4,308.12 126,896 SH SOLE N/A 91,377 n/a 35,519 Endologix Inc cs 29266S106 2,790.75 243,097 SH SOLE N/A 175,210 n/a 67,887 Exxon Mobil Corp cs 30231G102 2,153.75 25,410 SH SOLE N/A 870 n/a 24,540 Fusion-IO, Inc cs 36112J107 10,695.67 441,970 SH SOLE N/A 224,593 n/a 217,377
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 ------------------------------------ -------------- --------- --------- -------- --- ---- ---------- -------- ------- ------ ------- Google Inc cs 38259P508 873.90 1,353 SH SOLE N/A 384 n/a 969 Halozyme Therapeutics Inc. cs 40637H109 4,503.61 473,566 SH SOLE N/A 332,491 n/a 141,075 Hhgregg Inc cs 42833L108 8,713.25 602,993 SH SOLE N/A 403,822 n/a 199,171 Inhibitex Inc Com cs 45719T103 8,930.30 816,298 SH SOLE N/A 446,695 n/a 369,603 Intuitive Surgical Inc cs 46120E602 383.37 828 SH SOLE N/A 436 n/a 392 InvenSense Inc. cs 46123D205 820.83 82,413 SH SOLE N/A 41,466 n/a 40,947 Macys Inc cs 55616P104 1,220.91 37,940 SH SOLE N/A 19,027 n/a 18,913 Medivation, Inc. cs 58501N101 3,644.17 79,032 SH SOLE N/A 52,712 n/a 26,320 Nu Skin Ent Inc cs 67018T105 2,846.25 58,601 SH SOLE N/A 42,314 n/a 16,287 Oracle Systems Corp cs 68389X105 436.77 17,028 SH SOLE N/A 584 n/a 16,444 Polypore Intl Inc cs 73179V103 3,184.96 72,402 SH SOLE N/A 41,728 n/a 30,674 Procera Networks Inc Com New cs 74269u203 1,108.11 71,124 SH SOLE N/A 34,565 n/a 36,559 Questcor Pharm Inc cs 74835Y101 4,434.84 106,658 SH SOLE N/A 71,836 n/a 34,822 RSC Holdings Inc cs 74972L102 5,165.11 279,195 SH SOLE N/A 201,337 n/a 77,858 Sandisk Corporation cs 80004C101 1,879.28 38,189 SH SOLE N/A 10,562 n/a 27,627 Silicon Motion Tech cs 82706C108 6,191.31 302,310 SH SOLE N/A 184,930 n/a 117,380 Sonic Automotive Inc cs 83545G102 955.05 64,487 SH SOLE N/A 31,623 n/a 32,864 Tempur Pedic Intl Inc cs 88023U101 2,212.67 42,122 SH SOLE N/A 9,630 n/a 32,492 Universal Display Corp cs 91347P105 6,119.86 166,799 SH SOLE N/A 82,183 n/a 84,616 Wellcare Group Inc cs 94946T106 3,785.20 72,099 SH SOLE N/A 52,241 n/a 19,858 Golar Lng Ltd cs G9456A100 1,879.30 42,279 SH SOLE N/A 21,141 n/a 21,138 EZchip Semiconductor Ltd cs M4146Y108 2,423.26 85,537 SH SOLE N/A 61,639 n/a 23,898