0001140361-15-004904.txt : 20150210 0001140361-15-004904.hdr.sgml : 20150210 20150209173347 ACCESSION NUMBER: 0001140361-15-004904 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150210 DATE AS OF CHANGE: 20150209 EFFECTIVENESS DATE: 20150210 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: 15589641 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 12-31-2014 12-31-2014 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 02-09-2015 0 122 389597 false INFORMATION TABLE 2 form13fInfoTable.xml 3M COMPANY cs 88579Y101 915 5569 SH SOLE n/a 244 0 5325 ABAXIS INC cs 002567105 2343 41228 SH SOLE n/a 30731 0 10497 ABBVIE INC cs 00287Y109 1912 29212 SH SOLE n/a 1206 0 28006 ADOBE SYSTEMS INC cs 00724F101 2868 39452 SH SOLE n/a 4135 0 35317 AKORN INC cs 009728106 4162 114971 SH SOLE n/a 91547 0 23424 ALCOA INC cs 013817101 3065 194080 SH SOLE n/a 21834 0 172246 AMAZON.COM INC cs 023135106 1354 4364 SH SOLE n/a 154 0 4210 AMERICAN EXPRESS CO COM cs 025816109 1675 17999 SH SOLE n/a 733 0 17266 AMERICAN TOWER CORP cs 03027X100 2101 21252 SH SOLE n/a 2273 0 18979 AMERISOURCEBERGEN CORP cs 03073E105 2518 27931 SH SOLE n/a 2663 0 25268 AMGEN INC COM cs 031162100 1975 12399 SH SOLE n/a 514 0 11885 APOGEE ENTERPRISES INC cs 037598109 5073 119736 SH SOLE n/a 87698 0 32038 APPLE INC cs 037833100 9852 89254 SH SOLE n/a 8629 0 80625 AVAGO TECHNOLOGIES LTD cs Y0486S104 4448 44219 SH SOLE n/a 8329 0 35890 BAIDU INC cs 056752108 3234 14184 SH SOLE n/a 2499 0 11685 BIOGEN IDEC INC COM cs 09062X103 1662 4896 SH SOLE n/a 462 0 4434 BLACKBAUD INC cs 09227Q100 4520 104479 SH SOLE n/a 80508 0 23971 BLACKHAWK NETWORK HOLDINGS I cs 09238E104 4994 128703 SH SOLE n/a 99176 0 29527 CALLIDUS SOFTWARE INC cs 13123E500 1699 104034 SH SOLE n/a 82833 0 21201 CARTER INC COM cs 146229109 620 7103 SH SOLE n/a 3340 0 3763 CELGENE CORP COM cs 151020104 3711 33177 SH SOLE n/a 3168 0 30009 CENTENE CORP cs 15135B101 6278 60454 SH SOLE n/a 44342 0 16112 CHIPOTLE MEXICAN GRILL INC Cl A cs 169656105 604 882 SH SOLE n/a 473 0 409 COMCAST HOLDINGS CORP CL A cs 20030N101 1364 23519 SH SOLE n/a 962 0 22557 COMSCORE INC cs 20564W105 4836 104161 SH SOLE n/a 76739 0 27422 CORE-MARK HOLDING CO INC cs 218681104 2745 44322 SH SOLE n/a 34129 0 10193 COSTCO WHSL CORP NEW COM cs 22160K105 550 3882 SH SOLE n/a 156 0 3726 CVS HEALTH CORP cs 126650100 2363 24535 SH SOLE n/a 1002 0 23533 CYRUSONE INC cs 23283R100 4232 153606 SH SOLE n/a 105269 0 48337 DECKERS OUTDOOR CORP. cs 243537107 3472 38140 SH SOLE n/a 28162 0 9978 DR PEPPER SNAPPLE GROUP INC cs 26138E109 2382 33226 SH SOLE n/a 3191 0 30035 DTS INC cs 23335C101 810 26333 SH SOLE n/a 12531 0 13802 DU PONT E I DE NEMOURS & CO COM cs 263534109 1128 15255 SH SOLE n/a 641 0 14614 DYAX CORP cs 26746E103 1035 73604 SH SOLE n/a 35119 0 38485 ENANTA PHARMACEUTICALS INC cs 29251M106 6484 127507 SH SOLE n/a 94055 0 33452 EOG RESOURCES INC cs 26875P101 1708 18546 SH SOLE n/a 787 0 17759 EURONET WORLDWIDE INC cs 298736109 1958 35663 SH SOLE n/a 27447 0 8216 F5 NETWORKS INC COM cs 315616102 1043 7995 SH SOLE n/a 3111 0 4884 FACEBOOK INC cs 30303M102 2438 31245 SH SOLE n/a 2966 0 28279 FEDEX CORP cs 31428X106 4609 26542 SH SOLE n/a 5520 0 21022 FIAT CHRYSLER AUTOMOBILES NV cs N31738102 1063 91816 SH SOLE n/a 43862 0 47954 FIESTA RESTAURA cs 31660B101 2993 49221 SH SOLE n/a 37914 0 11307 FIRST TRUST HEALTH CARE ALPH cs 33734X143 335 5554 SH SOLE n/a 1301 0 4253 G-III APPAREL GROUP LTD cs 36237H101 3438 34041 SH SOLE n/a 24929 0 9112 GILEAD SCIENCES INC. cs 375558103 2213 23481 SH SOLE n/a 2209 0 21272 GOOGLE INC CL A cs 38259P508 1978 3728 SH SOLE n/a 357 0 3371 GREENBRIER COMPANIES cs 393657101 3584 66713 SH SOLE n/a 53123 0 13590 GUGGENHEIM S&P 500 EQUAL WEIGHT ETF cs 78355W106 776 9693 SH SOLE n/a 0 0 9693 HANESBRANDS INC cs 410345102 3389 30362 SH SOLE n/a 2912 0 27450 HFF INC-CLASS A cs 40418F108 5697 158607 SH SOLE n/a 126291 0 32316 HOME DEPOT, INC. cs 437076102 2478 23603 SH SOLE n/a 993 0 22610 HONEYWELL INTL INC. cs 438516106 537 5379 SH SOLE n/a 211 0 5168 HUDSON PACIFIC PROPERTIES IN cs 444097109 3313 110207 SH SOLE n/a 85201 0 25006 ICON PLC cs G4705A100 5771 113170 SH SOLE n/a 82493 0 30677 INCYTE CORP cs 45337C102 3337 45638 SH SOLE n/a 7797 0 37841 INFINERA CORP cs 45667G103 3147 213804 SH SOLE n/a 83226 0 130578 INFOBLOX INC cs 45672H104 4465 220938 SH SOLE n/a 166795 0 54143 INTEGRATED DEVICE TECH INC cs 458118106 1098 56006 SH SOLE n/a 31073 0 24933 INTL BUS MACHINES cs 459200101 1182 7370 SH SOLE n/a 327 0 7043 INTL FLAVORS & FRAGRANCES cs 459506101 689 6801 SH SOLE n/a 3139 0 3662 INTUIT INC. cs 461202103 3067 33270 SH SOLE n/a 3067 0 30203 ISHARES NASDAQ BIOTECHNOLOGY cs 464287556 397 1310 SH SOLE n/a 415 0 895 ISHARES RUSSELL 3000 ETF cs 464287689 2280 18641 SH SOLE n/a 0 0 18641 iSHARES TRUST RUSSELL 2000 GROWTH cs 464287648 1293 9079 SH SOLE n/a 0 0 9079 JETBLUE AIRWAYS CORP cs 477143101 10741 677214 SH SOLE n/a 437606 0 239608 JONES LANG LASALLE INC cs 48020Q107 3591 23951 SH SOLE n/a 2311 0 21640 KNIGHT TRANSPORTATION INC cs 499064103 7681 228207 SH SOLE n/a 145101 0 83106 L BRANDS INC cs 501797104 2676 30913 SH SOLE n/a 2923 0 27990 LAM RESEARCH CORPORATION cs 512807108 1369 17257 SH SOLE n/a 9005 0 8252 MARRIOTT INTERNATIONAL -CL A cs 571903202 830 10635 SH SOLE n/a 5871 0 4764 MARRIOTT VACATIONS WORLD cs 57164Y107 5599 75118 SH SOLE n/a 55020 0 20098 MATTRESS FIRM HOLDING CORP cs 57722W106 2384 41040 SH SOLE n/a 32651 0 8389 MEDIVATION, INC. cs 58501N101 4533 45509 SH SOLE n/a 11116 0 34393 MICRON TECHNOLOGY INC cs 595112103 6728 192185 SH SOLE n/a 33020 0 159165 MICROSOFT CORPORATION cs 594918104 8761 188601 SH SOLE n/a 25967 0 162634 MIDDLEBY CORP cs 596278101 748 7548 SH SOLE n/a 3482 0 4066 MKS INSTRUMENTS INC cs 55306N104 4443 121386 SH SOLE n/a 89207 0 32179 MSCI INC cs 55354G100 277 5847 SH SOLE n/a 2703 0 3144 NATUS MEDICAL INC cs 639050103 3109 86275 SH SOLE n/a 66420 0 19855 NEXTERA ENERGY INC cs 65339F101 2766 26023 SH SOLE n/a 1069 0 24954 OMEROS CORP cs 682143102 980 39539 SH SOLE n/a 18823 0 20716 ORACLE SYSTEMS CORP cs 68389X105 2172 48289 SH SOLE n/a 1985 0 46304 PACIRA PHARMACEUTICALS INC cs 695127100 1732 19540 SH SOLE n/a 15010 0 4530 PALO ALTO NETWORKS INC cs 697435105 3487 28450 SH SOLE n/a 10511 0 17939 PEBBLEBROOK HOTEL TRUST cs 70509V100 2739 60023 SH SOLE n/a 44039 0 15984 PEPSICO INC COM cs 713448108 3212 33968 SH SOLE n/a 3305 0 30663 RF MICRO DEVICES INC cs 749941100 5226 315029 SH SOLE n/a 231845 0 83184 RLJ LODGING TRUST cs 74965L101 5010 149422 SH SOLE n/a 95762 0 53660 ROSS STORES INC COM cs 778296103 2772 29406 SH SOLE n/a 2783 0 26623 ROYAL CARIBBEAN CRUISES LTD cs V7780T103 7108 86231 SH SOLE n/a 20595 0 65636 SBA COMMUNICATIONS CORP-CL A cs 78388J106 4595 41488 SH SOLE n/a 3988 0 37500 SCHLUMBERGER LTD cs 806857108 1082 12668 SH SOLE n/a 527 0 12141 SIGNET JEWELERS LTD cs G81276100 693 5266 SH SOLE n/a 2939 0 2327 SIMON PPTY GROUP INC NEW COM cs 828806109 2230 12244 SH SOLE n/a 508 0 11736 SKECHERS USA INC-CL A cs 830566105 4854 87855 SH SOLE n/a 69900 0 17955 SKYWORKS SOLUTIONS INC. cs 83088M102 2111 29035 SH SOLE n/a 9368 0 19667 SOUTHWEST AIRLINES CO cs 844741108 3211 75877 SH SOLE n/a 7305 0 68572 SPECTRUM BRANDS HOLDINGS INC cs 84763R101 4932 51551 SH SOLE n/a 38043 0 13508 SPIRIT AIRLINES INC cs 848577102 8269 109405 SH SOLE n/a 80313 0 29092 STERIS CORP cs 859152100 5716 88142 SH SOLE n/a 63417 0 24725 STRATEGIC HOTELS & RESORTS I cs 86272T106 5221 394642 SH SOLE n/a 291291 0 103351 SUPER MICRO COMPUTER INC cs 86800U104 3768 108018 SH SOLE n/a 79076 0 28942 TABLEAU SOFTWARE INC-CL A cs 87336U105 4093 48293 SH SOLE n/a 10736 0 37557 TARGET CORPORATION cs 87612E106 3760 49532 SH SOLE n/a 4725 0 44807 TIME WARNER INC. cs 887317303 2280 26686 SH SOLE n/a 1094 0 25592 TRINET GROUP INC cs 896288107 4266 136389 SH SOLE n/a 108614 0 27775 UNION PACIFIC CORPORATION COM cs 907818108 4535 38069 SH SOLE n/a 2787 0 35282 UNITED PARCEL SERVICE, INC. cs 911312106 852 7668 SH SOLE n/a 335 0 7333 UNITED TECHNOLOGIES CORP cs 913017109 912 7929 SH SOLE n/a 331 0 7598 UNIVERSAL ELECTRONICS INC cs 913483103 2037 31317 SH SOLE n/a 24110 0 7207 VAIL RESORTS INC cs 91879Q109 5960 65399 SH SOLE n/a 46024 0 19375 VASCO DATA SECURITY INTL cs 92230Y104 7811 276891 SH SOLE n/a 157772 0 119119 VCA INC cs 918194101 6405 131335 SH SOLE n/a 96615 0 34720 VERIFONE SYSTEMS INC cs 92342Y109 3467 93186 SH SOLE n/a 74149 0 19037 VERINT SYSTEMS INC cs 92343X100 3629 62262 SH SOLE n/a 47907 0 14355 VF CORP cs 918204108 204 2726 SH SOLE n/a 2298 0 428 VISA INC cs 92826C839 3479 13269 SH SOLE n/a 1252 0 12017 VISTEON CORP cs 92839U206 6334 59271 SH SOLE n/a 45930 0 13341 WABTEC CORP cs 929740108 524 6031 SH SOLE n/a 2781 0 3250 WALT DISNEY CO/THE cs 254687106 2286 24267 SH SOLE n/a 2910 0 21357 WASTE CONNECTIONS INC cs 941053100 549 12475 SH SOLE n/a 5740 0 6735 ZELTIQ AESTHETICS INC cs 98933Q108 5598 200584 SH SOLE n/a 144411 0 56173