0001140361-14-040344.txt : 20141106 0001140361-14-040344.hdr.sgml : 20141106 20141105181838 ACCESSION NUMBER: 0001140361-14-040344 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141106 DATE AS OF CHANGE: 20141105 EFFECTIVENESS DATE: 20141106 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: 141198166 BUSINESS ADDRESS: STREET 1: 201 NORTH CIVIC CENTER DRIVE, SUITE 190 CITY: WALNUT CREEK STATE: CA ZIP: 94596 BUSINESS PHONE: 9252745000 MAIL ADDRESS: STREET 1: 201 NORTH CIVIC CENTER DRIVE STREET 2: SUITE 190 CITY: WALNUT CREEK STATE: CA ZIP: 94596 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0000938506 XXXXXXXX 09-30-2014 09-30-2014 INSIGHT CAPITAL RESEARCH & MANAGEMENT INC

201 NORTH CIVIC CENTER DRIVE SUITE 190 WALNUT CREEK CA 94596

13F HOLDINGS REPORT 028-04736 N James O. Collins 925-948-2000 James O. Collins Walnut Creek CA 11-05-2014 0 115 383591 false INFORMATION TABLE 2 form13fInfoTable.xml 3M COMPANY cs 88579Y101 798 5633 SH SOLE n/a 228 0 5405 ABBVIE INC cs 00287Y109 1696 29363 SH SOLE n/a 1101 0 28262 ADOBE SYSTEMS INC cs 00724F101 1446 20900 SH SOLE n/a 0 0 20900 AK STEEL HOLDING CORP cs 001547108 5696 711148 SH SOLE n/a 454838 0 256310 ALCOA INC cs 013817101 4133 256852 SH SOLE n/a 27153 0 229699 AMAZON.COM INC cs 023135106 1422 4410 SH SOLE n/a 154 0 4256 AMERICAN EXPRESS CO COM cs 025816109 1581 18062 SH SOLE n/a 680 0 17382 AMERICAN TOWER CORP cs 03027X100 2243 23955 SH SOLE n/a 2456 0 21499 AMGEN INC COM cs 031162100 1750 12459 SH SOLE n/a 471 0 11988 AMICUS THERAPEUTICS INC cs 03152W109 1478 248383 SH SOLE n/a 109478 0 138905 APPLE INC cs 037833100 9149 90812 SH SOLE n/a 9404 0 81408 ARRIS GROUP INC NEW cs 04270V106 522 18419 SH SOLE n/a 10259 0 8160 ASBURY AUTOMOTIVE GROUP cs 043436104 3853 59814 SH SOLE n/a 45360 0 14454 ATHLON ENERGY INC cs 047477104 3472 59627 SH SOLE n/a 21979 0 37648 AVAGO TECHNOLOGIES LTD cs Y0486S104 3212 36916 SH SOLE n/a 6276 0 30640 BIODELIVERY SCIENCES INTL cs 09060J106 7469 437059 SH SOLE n/a 258731 0 178328 BIOGEN IDEC INC COM cs 09062X103 4142 12521 SH SOLE n/a 1115 0 11406 C&J ENERGY SERVICES INC cs 12467B304 3647 119375 SH SOLE n/a 86967 0 32408 CARRIZO OIL & GAS INC cs 144577103 5392 100179 SH SOLE n/a 65738 0 34441 CELGENE CORP COM cs 151020104 3198 33744 SH SOLE n/a 3445 0 30299 CENTENE CORP cs 15135B101 5361 64812 SH SOLE n/a 46962 0 17850 CHIPOTLE MEXICAN GRILL INC Cl A cs 169656105 611 916 SH SOLE n/a 497 0 419 COMCAST HOLDINGS CORP CL A cs 20030N101 1278 23769 SH SOLE n/a 962 0 22807 COMSCORE INC cs 20564W105 1915 52599 SH SOLE n/a 39883 0 12716 COSTCO WHSL CORP NEW COM cs 22160K105 494 3943 SH SOLE n/a 156 0 3787 CYRUSONE INC cs 23283R100 3209 133479 SH SOLE n/a 96787 0 36692 DECKERS OUTDOOR CORP. cs 243537107 7294 75054 SH SOLE n/a 48625 0 26429 DIAMONDBACK ENERGY INC cs 25278X109 4369 58425 SH SOLE n/a 44295 0 14130 DR PEPPER SNAPPLE GROUP INC cs 26138E109 3516 54666 SH SOLE n/a 5686 0 48980 DU PONT E I DE NEMOURS & CO COM cs 263534109 1106 15415 SH SOLE n/a 594 0 14821 DYAX CORP cs 26746E103 796 78644 SH SOLE n/a 34698 0 43946 EDUCATION REALTY TRUST INC cs 28140H104 4392 427202 SH SOLE n/a 310114 0 117088 ENANTA PHARMACEUTICALS INC cs 29251M106 5407 136637 SH SOLE n/a 99580 0 37057 ENPHASE ENERGY INC cs 29355A107 4040 269495 SH SOLE n/a 204371 0 65124 EOG RESOURCES INC cs 26875P101 1850 18684 SH SOLE n/a 734 0 17950 EQUITY LIFESTYLE PROPERTIES cs 29472R108 2029 47901 SH SOLE n/a 36321 0 11580 EURONET WORLDWIDE INC cs 298736109 3552 74318 SH SOLE n/a 56302 0 18016 EXPEDIA INC cs 30212P303 4905 55976 SH SOLE n/a 5743 0 50233 FACEBOOK INC cs 30303M102 6982 88340 SH SOLE n/a 14121 0 74219 FIRST TRUST HEALTH CARE ALPH cs 33734X143 310 5554 SH SOLE n/a 1301 0 4253 FORTINET INC cs 34959E109 6196 245247 SH SOLE n/a 151521 0 93726 GENESEE & WYOMING INC-CL A cs 371559105 249 2612 SH SOLE n/a 2206 0 406 GENTHERM INC cs 37253A103 3658 86623 SH SOLE n/a 63352 0 23271 GILEAD SCIENCES INC. cs 375558103 6733 63246 SH SOLE n/a 9116 0 54130 GOLAR LNG LTD cs G9456A100 288 4330 SH SOLE n/a 3662 0 668 GOOGLE INC CL A cs 38259P508 2438 4144 SH SOLE n/a 382 0 3762 GOOGLE INC CL C cs 38259P706 2389 4138 SH SOLE n/a 419 0 3719 GRAPHIC PACKAGING HOLDING CO cs 388689101 9553 768534 SH SOLE n/a 474388 0 294146 GREENBRIER COMPANIES cs 393657101 5509 75074 SH SOLE n/a 54975 0 20099 GUGGENHEIM S&P 500 EQUAL WEIGHT ETF cs 78355W106 735 9693 SH SOLE n/a 0 0 9693 H&E EQUIPMENT SERVICES INC cs 404030108 2962 73539 SH SOLE n/a 50561 0 22978 HALLIBURTON CO cs 406216101 1452 22510 SH SOLE n/a 2296 0 20214 HANESBRANDS INC cs 410345102 3314 30845 SH SOLE n/a 3150 0 27695 HFF INC-CLASS A cs 40418F108 5113 176619 SH SOLE n/a 133974 0 42645 HOME DEPOT, INC. cs 437076102 2188 23849 SH SOLE n/a 962 0 22887 HONEYWELL INTL INC. cs 438516106 510 5474 SH SOLE n/a 211 0 5263 HORSEHEAD HOLDING CORP cs 440694305 2877 174021 SH SOLE n/a 126240 0 47781 HUDSON PACIFIC PROPERTIES IN cs 444097109 3284 133186 SH SOLE n/a 97124 0 36062 HUNTSMAN CORP cs 447011107 705 27123 SH SOLE n/a 15094 0 12029 ICON PLC cs G4705A100 1770 30920 SH SOLE n/a 11193 0 19727 INTEGRATED DEVICE TECH INC cs 458118106 6277 393552 SH SOLE n/a 287090 0 106462 INTL BUS MACHINES cs 459200101 1415 7452 SH SOLE n/a 327 0 7125 INTL FLAVORS & FRAGRANCES cs 459506101 672 7012 SH SOLE n/a 3269 0 3743 INTUIT INC. cs 461202103 2937 33505 SH SOLE n/a 3066 0 30439 ISHARES NASDAQ BIOTECHNOLOGY cs 464287556 358 1310 SH SOLE n/a 415 0 895 ITT CORP cs 450911201 771 17155 SH SOLE n/a 9494 0 7661 JETBLUE AIRWAYS CORP cs 477143101 5169 486689 SH SOLE n/a 311317 0 175372 JOHNSON & JOHNSON cs 478160104 1081 10143 SH SOLE n/a 389 0 9754 JONES LANG LASALLE INC cs 48020Q107 3074 24330 SH SOLE n/a 2517 0 21813 LAZARD LTD-CL A mlp G54050102 271 5354 SH SOLE n/a 3119 0 2235 LIFEPOINT HOSPITALS INC cs 53219L109 3830 55348 SH SOLE n/a 41976 0 13372 LYONDELLBASELL INDUSTRIES N V SHS - A - cs N53745100 3497 32184 SH SOLE n/a 3354 0 28830 MARRIOTT INTERNATIONAL -CL A cs 571903202 4184 59863 SH SOLE n/a 11120 0 48743 MEDIVATION, INC. cs 58501N101 4706 47601 SH SOLE n/a 18535 0 29066 MICRON TECHNOLOGY INC cs 595112103 6745 196880 SH SOLE n/a 34322 0 162558 MICROSOFT CORPORATION cs 594918104 9765 210632 SH SOLE n/a 35212 0 175420 MIDDLEBY CORP cs 596278101 687 7792 SH SOLE n/a 3631 0 4161 MONOLITHIC POWER SYSTEMS INC cs 609839105 5905 134058 SH SOLE n/a 101584 0 32474 MSCI INC cs 55354G100 282 5991 SH SOLE n/a 2797 0 3194 NEXTERA ENERGY INC cs 65339F101 2461 26211 SH SOLE n/a 1037 0 25174 ORACLE SYSTEMS CORP cs 68389X105 1860 48592 SH SOLE n/a 1921 0 46671 PACIRA PHARMACEUTICALS INC cs 695127100 7658 79017 SH SOLE n/a 49122 0 29895 PEBBLEBROOK HOTEL TRUST cs 70509V100 2400 64278 SH SOLE n/a 46630 0 17648 PEPSICO INC COM cs 713448108 3219 34576 SH SOLE n/a 3600 0 30976 PIONEER NAT RES COM cs 723787107 1961 9956 SH SOLE n/a 389 0 9567 POLYONE CORPORATION cs 73179P106 4076 114553 SH SOLE n/a 83109 0 31444 PRAXAIR INC COM cs 74005P104 1452 11252 SH SOLE n/a 431 0 10821 RLJ LODGING TRUST cs 74965L101 4541 159503 SH SOLE n/a 101650 0 57853 ROYAL CARIBBEAN CRUISES LTD cs V7780T103 4296 63843 SH SOLE n/a 14016 0 49827 SALIX PHARMACEUTICALS INC cs 795435106 1357 8683 SH SOLE n/a 4811 0 3872 SBA COMMUNICATIONS CORP-CL A cs 78388J106 4682 42218 SH SOLE n/a 4340 0 37878 SCHLUMBERGER LTD cs 806857108 1296 12746 SH SOLE n/a 489 0 12257 SILICON MOTION TECH cs 82706C108 8887 329876 SH SOLE n/a 218343 0 111533 SIMON PPTY GROUP INC NEW COM cs 828806109 2031 12354 SH SOLE n/a 491 0 11863 SPANSION INC-CLASS A cs 84649R200 6440 282599 SH SOLE n/a 206211 0 76388 SPECTRUM BRANDS HOLDINGS INC cs 84763R101 4990 55125 SH SOLE n/a 40233 0 14892 SPIRIT AIRLINES INC cs 848577102 8107 117250 SH SOLE n/a 85033 0 32217 STRATEGIC HOTELS & RESORTS I cs 86272T106 4919 422257 SH SOLE n/a 308102 0 114155 TEAM HEALTH HOLDINGS INC cs 87817A107 4943 85246 SH SOLE n/a 64609 0 20637 TENET HEALTHCARE NEW cs 88033G407 7235 121820 SH SOLE n/a 73170 0 48650 TUTOR PERINI CORP cs 901109108 3661 138656 SH SOLE n/a 102483 0 36173 TWITTER INC cs 90184L102 1560 30251 SH SOLE n/a 13345 0 16906 UNION PACIFIC CORPORATION COM cs 907818108 4170 38458 SH SOLE n/a 2952 0 35506 UNITED PARCEL SERVICE, INC. cs 911312106 759 7717 SH SOLE n/a 312 0 7405 UNITED RENTALS cs 911363109 1071 9638 SH SOLE n/a 373 0 9265 UNITED TECHNOLOGIES CORP cs 913017109 843 7979 SH SOLE n/a 309 0 7670 US SILICA HOLDINGS INC cs 90346E103 5924 94770 SH SOLE n/a 60377 0 34393 VERIFONE SYSTEMS INC cs 92342Y109 6410 186438 SH SOLE n/a 141402 0 45036 VIACOM INC-CLASS B cs 92553P201 1625 21114 SH SOLE n/a 765 0 20349 VISA INC cs 92826C839 978 4584 SH SOLE n/a 177 0 4407 VISTEON CORP cs 92839U206 6207 63828 SH SOLE n/a 48672 0 15156 WABTEC CORP cs 929740108 501 6179 SH SOLE n/a 2877 0 3302 WALT DISNEY CO/THE cs 254687106 2287 25687 SH SOLE n/a 3388 0 22299 WASTE CONNECTIONS INC cs 941053100 620 12783 SH SOLE n/a 5940 0 6843 WEX, INC. cs 96208T104 4900 44420 SH SOLE n/a 35010 0 9410