-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, DVisZjYBs55Sr4P7vZaAJeKVGQuTWwFvDSBTttEuZgrbW8AwAN9GCU8BjR26mxP2 5JjC3bBohzTvgLJ1Z3A4LQ== 0001134007-09-000039.txt : 20091113 0001134007-09-000039.hdr.sgml : 20091113 20091113095721 ACCESSION NUMBER: 0001134007-09-000039 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090930 FILED AS OF DATE: 20091113 DATE AS OF CHANGE: 20091113 EFFECTIVENESS DATE: 20091113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: NEXT CENTURY GROWTH INVESTORS LLC CENTRAL INDEX KEY: 0001134007 IRS NUMBER: 411923871 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06277 FILM NUMBER: 091179434 BUSINESS ADDRESS: STREET 1: 5500 WAYZATA BLVD STREET 2: SUITE 1275 CITY: MINNEAPOLIS STATE: MN ZIP: 55416 BUSINESS PHONE: 7635914490 MAIL ADDRESS: STREET 1: 5500 WAYZATA BLVD STREET 2: SUITE 1275 CITY: MINNEAPOLIS STATE: MN ZIP: 55416 13F-HR 1 r03q09.txt NCG 3Q09 13F FILING 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, 2009 Check here if Amendment [ ]; Amendment Number: 0 This Amendment (Check only one): [ ] is a restatement [ ] adds new holdings entries Institutional Investment Manager Filing this Report: Name: Next Century Growth Investors, LLC Address: 5500 Wayzata Blvd. Suite 1275 Minneapolis, MN 55416 13F File Number: 28-06277 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: Gina Nelson Title: Operations Manager Phone: 763-591-4490 Signature, Place and Date of Signing /s/Gina Nelson Minneapolis, Minnesota November 13, 2009 Report Type (Check only one): [x] 13F HOLDINGS REPORT [ ] 13F NOTICE [ ] 13F COMBINATION REPORT List of other Managers Reporting for this Manager: None FORM 13F SUMMARY PAGE Report Summary Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 144 Form 13F Information Table Value Total: 2,100,090 List of Other Included Managers: None
FORM 13F INFORMATION TABLE Value Shares/ Sh/ Put/ InvestmtOther Voting Authority Name of Issuer Title ofCUSIP (x$1000) Prn Amt Prn Call Dscretn ManagersSole Shared None 02Micro International, Ltd. COM 67107W100 1689 321745SH Sole 111010 0 210735 Abovenet Inc COM 00374N107 18065 370490SH Sole 231388 0 139102 Alexion Pharmaceuticals, Inc. COM 015351109 10566 237220SH Sole 112090 0 125130 Amazon.Com COM 023135106 1832 19624SH Sole 19624 0 0 Ansys Inc COM 03662Q105 9929 264986SH Sole 125180 0 139806 Apple Computer Inc COM 037833100 2293 12370SH Sole 12370 0 0 Applied Matls Inc Com COM 038222105 645 48106SH Sole 48106 0 0 Applied Micro Circuits CorporaCOM 03822W406 23613 2363640SH Sole 1451385 0 912255 Arcsight Inc COM 039666102 16387 680820SH Sole 445655 0 235165 Arena Res Inc COM 040049108 18122 510465SH Sole 318373 0 192092 Aruba Networks COM 043176106 4136 467850SH Sole 161415 0 306435 AthenaHealth Inc COM 04685W103 70655 1841414SH Sole 1121060 0 720354 Atheros Communications COM 04743P108 29717 1120120SH Sole 733240 0 386880 BJ's Restaurant, Inc. COM 09180C106 21269 1418884SH Sole 810558 0 608326 Best Buy Inc. COM 086516101 1949 51957SH Sole 51957 0 0 Bio-Reference Labs, Inc. COM 09057G602 2641 76765SH Sole 26496 0 50269 Blackboard Inc COM 091935502 18017 476880SH Sole 312189 0 164691 Boeing Co COM 097023105 1753 32367SH Sole 32367 0 0 Bridgepoint Education, Inc COM 10807M105 36255 2375824SH Sole 1436332 0 939492 Broadcom Corporation COM 111320107 635 20677SH Sole 20677 0 0 Bucyrus International Inc A COM 118759109 42375 1189631SH Sole 778899 0 410732 Buffalo Wild Wings Inc. COM 119848109 4523 108700SH Sole 37500 0 71200 Burlington Northern Santa Fe COM 12189T104 1053 13186SH Sole 13186 0 0 C H Robinson Worldwide Com COM 12541W209 567 9824SH Sole 9824 0 0 CBeyond Inc. COM 149847105 33193 2057827SH Sole 1280973 0 776854 CSX Corp COM 126408103 1039 24819SH Sole 24819 0 0 CVS Caremark Corp COM 126650100 1586 44387SH Sole 44387 0 0 Carrizo Oil & Gas Inc COM 144577103 55186 2253421SH Sole 1296634 0 956787 Caterpillar Inc COM 149123101 1555 30291SH Sole 30291 0 0 Chart Industries, Inc. COM 16115Q308 4692 217302SH Sole 78095 0 139207 Chicago Brdg + Iron Co N V COM 167250109 6285 336440SH Sole 159000 0 177440 Chipotle Mexican Grill, Inc COM 169656105 57114 588498SH Sole 367592 0 220906 Cisco Systems Inc. COM 17275R102 859 36487SH Sole 36487 0 0 Clarient Inc COM 180489106 2885 685290SH Sole 236435 0 448855 Cognizant Tech Solutions COM 192446102 2307 59673SH Sole 59673 0 0 Coinstar Inc COM 19259P300 20876 632976SH Sole 395440 0 237536 Compellent Technologies COM 20452A108 5278 292424SH Sole 100895 0 191529 Comstock Resources COM 205768203 28627 714239SH Sole 440724 0 273515 Conceptus Inc COM 206016107 3401 183440SH Sole 63240 0 120200 Concur Technologies Inc COM 206708109 68015 1710628SH Sole 1080410 0 630218 Constant Contact COM 210313102 13823 718072SH Sole 440786 0 277286 Costco Wholesale Corp COM 22160K105 1258 22289SH Sole 22289 0 0 Cree, Inc COM 225447101 4540 123525SH Sole 58345 0 65180 Cybersource Corp COM 23251J106 50232 3013322SH Sole 1888811 0 1124511 Cypress Semiconductor COM 232806109 44130 4271984SH Sole 2796843 0 1475141 DG Fastchannel Inc COM 23326R109 33151 1583128SH Sole 873914 0 709214 DTS Inc COM 23335C101 36900 1347707SH Sole 827622 0 520085 Dealertrack Holdings, Inc. COM 242309102 7766 410669SH Sole 163365 0 247304 Dendreon Corp COM 24823Q107 2823 100856SH Sole 47630 0 53226 Diedrich Coffee COM 253675201 4357 181144SH Sole 62460 0 118684 Dynamic Materials Corp COM 267888105 2365 118485SH Sole 40880 0 77605 EMC Communications CorporationCOM 268648102 856 50224SH Sole 50224 0 0 Ebix Inc COM 278715206 5439 98239SH Sole 33900 0 64339 Endologix Inc COM 29266S106 6544 1057121SH Sole 364705 0 692416 Entegris Inc COM 29362U104 846 171000SH Sole 59010 0 111990 Equinix Inc COM 29444U502 74280 807386SH Sole 503641 0 303745 Exlservice Holdings Inc. COM 302081104 1429 96150SH Sole 45450 0 50700 Express Scripts Inc COM 302182100 1742 22450SH Sole 22450 0 0 F5 Networks Inc COM 315616102 5901 148893SH Sole 70345 0 78548 Factset Resh. Sys. Inc. COM 303075105 10624 160387SH Sole 75740 0 84647 Fedex Corporation COM 31428X106 570 7574SH Sole 7574 0 0 Fluor Corp COM 343412102 1450 28524SH Sole 28524 0 0 Foster Wheeler Ltd COM H27178104 4627 145014SH Sole 68395 0 76619 Genoptix, Inc COM 37243V100 33849 973235SH Sole 577258 0 395977 Gentex Corp COM 371901109 22635 1599668SH Sole 1011462 0 588206 Gilead Sciences COM 375558103 1444 30993SH Sole 30993 0 0 Goldman Sachs Group Com COM 38141G104 2341 12699SH Sole 12699 0 0 Goodrich Petroleum Corp COM 382410405 38880 1506394SH Sole 942664 0 563730 Google Inc-CL A COM 38259P508 1233 2487SH Sole 2487 0 0 Grand Canyon Education Inc COM 38526M106 26450 1483448SH Sole 897945 0 585503 Green Mountain Coffee RoastersCOM 393122106 47810 647486SH Sole 416227 0 231259 HHGREGG Inc COM 42833L108 15367 907155SH Sole 378650 0 528505 HMS Holdings Corp COM 40425J101 30009 784969SH Sole 442239 0 342730 Hexcel Corp COM 428291108 17245 1507424SH Sole 988539 0 518885 Hibbett Sporting Goods Inc. COM 428567101 4104 225140SH Sole 77676 0 147464 Hittite Microwave Corp COM 43365Y104 44700 1215345SH Sole 759417 0 455928 Hunt (JB) Transport Services COM 445658107 3721 115816SH Sole 54695 0 61121 ICF International Inc. COM 44925C103 3981 131315SH Sole 45305 0 86010 Igate Corp COM 45169U105 4685 546087SH Sole 188434 0 357653 Illumina Inc COM 452327109 9660 227283SH Sole 107420 0 119863 Intel Corp. COM 458140100 755 38582SH Sole 38582 0 0 Intercontinentalexchnage inc COM 45865V100 2484 25562SH Sole 25562 0 0 J Crew Group Inc COM 46612H402 38267 1068327SH Sole 699377 0 368950 James River Coal COM 470355207 35403 1852575SH Sole 1106601 0 745974 Joy Global Inc COM 481165108 10403 212567SH Sole 100365 0 112202 Juniper Networks, Inc. COM 48203R104 851 31489SH Sole 31489 0 0 Knight Transportation COM 499064103 43176 2573048SH Sole 1607043 0 966005 Landstar System Inc COM 515098101 27484 722122SH Sole 450717 0 271405 Las Vegas Sands Corp COM 517834107 1656 98351SH Sole 98351 0 0 LogMeIn, Inc. COM 54142L109 2875 157015SH Sole 54135 0 102880 Lululemon Athletica Inc COM 550021109 32787 1441184SH Sole 900185 0 540999 Lumber Liquidators Inc COM 55003Q103 4159 191755SH Sole 66110 0 125645 Maxwell Technologies, Inc COM 577767106 3988 216400SH Sole 74620 0 141780 Medco Health Solutions COM 58405U102 1198 21657SH Sole 21657 0 0 Medifast, Inc COM 58470H101 2543 117100SH Sole 40425 0 76675 Morgan Stanley COM 617446448 1059 34306SH Sole 34306 0 0 Netlogic Microsystems COM 64118B100 45006 1000132SH Sole 613750 0 386382 Neutral Tandem Inc COM 64128B108 51905 2280528SH Sole 1352914 0 927614 Northern Oil & Gas COM 665531109 8221 978729SH Sole 337682 0 641047 Nuvasive Inc COM 670704105 31770 760782SH Sole 479477 0 281305 Old Dominion Freight Line COM 679580100 42083 1382960SH Sole 876073 0 506887 Oracle Systems Corporation COM 68389X105 1976 94817SH Sole 94817 0 0 Orion Marine Group, Inc. COM 68628V308 4032 196280SH Sole 67725 0 128555 PF Changs China Bistro COM 69333Y108 2746 80840SH Sole 38185 0 42655 Penn Virginia Corp COM 707882106 20573 897992SH Sole 560991 0 337001 Petroquest Energy Inc COM 716748108 1201 185000SH Sole 63835 0 121165 Potash Corp of Saskatchewan COM 73755L107 2049 22685SH Sole 22685 0 0 Power Integrations COM 739276103 17782 533505SH Sole 327745 0 205760 Praxair Inc COM 74005P104 2340 28641SH Sole 28641 0 0 Precision Castparts Corp COM 740189105 2021 19842SH Sole 19842 0 0 Qualcomm Inc COM 747525103 2127 47298SH Sole 47298 0 0 Quality Systems INc. COM 747582104 27303 443454SH Sole 276726 0 166728 Rackspace Hosting, Inc COM 750086100 21924 1285100SH Sole 802560 0 482540 Range Resources Corp COM 75281A109 1360 27547SH Sole 27547 0 0 Research in Motion COM 760975102 1492 22082SH Sole 22082 0 0 Riverbed Technology Inc COM 768573107 26595 1211075SH Sole 792800 0 418275 SXC Health Solutions Corp COM 78505P100 22480 480445SH Sole 270065 0 210380 Saia Inc COM 78709Y105 3712 230840SH Sole 79655 0 151185 Salesforce.com Inc COM 79466L302 11460 201307SH Sole 95090 0 106217 Shaw Group COM 820280105 29968 933871SH Sole 610111 0 323760 Shutterfly Inc COM 82568P304 2701 162400SH Sole 55990 0 106410 Silicon Laboratories, Inc. COM 826919102 38242 824882SH Sole 503528 0 321354 Smart Balance, Inc. COM 83169Y108 247 40262SH Sole 13890 0 26372 Sourcefire Inc COM 83616T108 2383 111000SH Sole 38300 0 72700 Southwestern Energy Co COM 845467109 1396 32697SH Sole 32697 0 0 St. Jude Medical COM 790849103 1550 39721SH Sole 39721 0 0 Strayer Education, Inc. COM 863236105 6962 31984SH Sole 15105 0 16879 Summer Infant Inc COM 865646103 2544 510880SH Sole 176325 0 334555 Switch and Data Facilities, CoCOM 871043105 8882 652600SH Sole 225162 0 427438 Syntel Inc COM 87162H103 22334 467928SH Sole 306413 0 161515 Thoratec Corporation COM 885175307 18621 615164SH Sole 382412 0 232752 Titan International COM 88830M102 0 0.5SH Sole 0.5 0 0 True Religion Apparel Inc COM 89784N104 34216 1319554SH Sole 810585 0 508969 Ultra Petroleum Corp COM 903914109 890 18181SH Sole 18181 0 0 Urban Outfitters Inc COM 917047102 16410 543917SH Sole 288197 0 255720 Valmont Industries COM 920253101 3010 35335SH Sole 16690 0 18645 Virtusa Corp COM 92827P102 5197 547588SH Sole 188840 0 358748 Visa Inc COM 92826C839 1630 23582SH Sole 23582 0 0 VistaPrint N.V. COM N93540107 49080 967091SH Sole 632815 0 334276 Vitran Corp Inc COM 92850E107 6680 740615SH Sole 255527 0 485088 Volcano Corp COM 928645100 21252 1263524SH Sole 775568 0 487956 Volterra Semiconductor Corp COM 928708106 6284 342085SH Sole 118025 0 224060 XTO Energy Inc. COM 98385X106 1709 41362SH Sole 41362 0 0 Zagg Inc COM 98884U108 1308 250020SH Sole 85990 0 164030
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