-----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, SU0nx0kBQjSmt80MP23mWe/cMQjNNYyLdS11s7gVm67vgZJ6ddqA4FdDpdzb+7Ls xZp016mvEmBymrabiYq91w== 0001134007-10-000023.txt : 20100811 0001134007-10-000023.hdr.sgml : 20100811 20100811161357 ACCESSION NUMBER: 0001134007-10-000023 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100630 FILED AS OF DATE: 20100811 DATE AS OF CHANGE: 20100811 EFFECTIVENESS DATE: 20100811 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: 101008227 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 r02q10.txt 2Q10 NCG 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: June 30, 2010 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 August 11, 2010 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: 155 Form 13F Information Table Value Total: 2,201,360 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 6822 1148483SH Sole 370130 0 778353 Abaxis Inc. COM 002567105 3796 177155SH Sole 57085 0 120070 Abovenet Inc COM 00374N107 19838 420485SH Sole 231665 0 188820 Accretive Health COM 00438V103 18709 1414147SH Sole 774479 0 639668 Acme Packet, Inc. COM 004764106 21707 807547SH Sole 433812 0 373735 Advanced Energy Industries COM 007973100 4381 356476SH Sole 114757 0 241719 Aeropostale Incorporated COM 007865108 3459 120788SH Sole 51864 0 68924 Alexion Pharmaceuticals, Inc. COM 015351109 6036 117919SH Sole 50676 0 67243 Amazon.Com COM 023135106 2594 23737SH Sole 18307 0 5430 Amerigon Inc COM 03070L300 4074 552021SH Sole 177755 0 374266 Ansys Inc COM 03662Q105 6920 170558SH Sole 73231 0 97327 Apple Computer Inc COM 037833100 3901 15511SH Sole 12062 0 3449 Applied Micro Circuits CorporaCOM 03822W406 24938 2379582SH Sole 1262819 0 1116763 Arcsight Inc COM 039666102 23710 1058974SH Sole 604392 0 454582 Aruba Networks COM 043176106 5065 355658SH Sole 153165 0 202493 Astronics Corp COM 046433108 2939 179646SH Sole 57995 0 121651 Atheros Communications COM 04743P108 30922 1122791SH Sole 640875 0 481916 BJ's Restaurant, Inc. COM 09180C106 35677 1511752SH Sole 788295 0 723457 Be Aerospace, Inc. COM 073302101 32028 1259438SH Sole 723077 0 536361 Best Buy Inc. COM 086516101 1649 48687SH Sole 37563 0 11124 Bio-Reference Labs, Inc. COM 09057G602 3675 165760SH Sole 53370 0 112390 Blackboard Inc COM 091935502 16855 451513SH Sole 255003 0 196510 Boeing Co COM 097023105 3556 56668SH Sole 43983 0 12685 Borgwarner, Inc. COM 099724106 2927 78380SH Sole 33730 0 44650 Bridgepoint Education, Inc COM 10807M105 48437 3063714SH Sole 1632264 0 1431450 Broadcom Corporation COM 111320107 1339 40622SH Sole 32754 0 7868 Bucyrus International Inc A COM 118759109 43481 916355SH Sole 523526 0 392829 C H Robinson Worldwide Com COM 12541W209 2228 40032SH Sole 31387 0 8645 CSX Corp COM 126408103 2121 42734SH Sole 33285 0 9449 Catalyst Health Solutions, IncCOM 14888B103 24320 704941SH Sole 386821 0 318120 Caterpillar Inc COM 149123101 3105 51698SH Sole 40171 0 11527 Cavium Networks COM 14965A101 31713 1210871SH Sole 690955 0 519916 Celadon Group Inc COM 150838100 9401 664825SH Sole 215010 0 449815 Chart Industries, Inc. COM 16115Q308 4454 285895SH Sole 92140 0 193755 Chicago Brdg + Iron Co N V COM 167250109 5604 297951SH Sole 127887 0 170064 Chipotle Mexican Grill, Inc COM 169656105 30708 224456SH Sole 118208 0 106248 Ciena Corp COM 171779309 15146 1194514SH Sole 682004 0 512510 Cisco Systems Inc. COM 17275R102 2778 130340SH Sole 102276 0 28064 Cognizant Tech Solutions COM 192446102 3729 74482SH Sole 57843 0 16639 Comscore Inc COM 20564W105 4180 253795SH Sole 81830 0 171965 Concur Technologies Inc COM 206708109 61866 1449527SH Sole 793811 0 655716 Constant Contact COM 210313102 9789 458951SH Sole 260420 0 198531 Costco Wholesale Corp COM 22160K105 2036 37136SH Sole 28651 0 8485 Cree, Inc COM 225447101 3906 65069SH Sole 27936 0 37133 Cypress Semiconductor COM 232806109 50564 5036258SH Sole 2780522 0 2255736 DG Fastchannel Inc COM 23326R109 62920 1931261SH Sole 1009220 0 922041 DTS Inc COM 23335C101 25014 761008SH Sole 406760 0 354248 Deere & Co COM 244199105 3392 60914SH Sole 47064 0 13850 Dice Holdings Inc COM 253017107 5037 727926SH Sole 235160 0 492766 Direct TV COM 25490A101 973 28687SH Sole 22157 0 6530 EMC Communications CorporationCOM 268648102 3931 214784SH Sole 166062 0 48722 Entegris Inc COM 29362U104 3276 825220SH Sole 265750 0 559470 Entropic Communications COM 29384R105 3288 518568SH Sole 167190 0 351378 Equinix Inc COM 29444U502 23699 291791SH Sole 151443 0 140348 Exlservice Holdings Inc. COM 302081104 3317 193166SH Sole 82951 0 110215 Expeditors International COM 302130109 921 26696SH Sole 20656 0 6040 Express Scripts Inc COM 302182100 2871 61050SH Sole 43962 0 17088 F5 Networks Inc COM 315616102 9735 141978SH Sole 61041 0 80937 FSI Intl Inc COM 302633102 3734 891095SH Sole 287325 0 603770 Factset Resh. Sys. Inc. COM 303075105 5926 88458SH Sole 38068 0 50390 Faro Technologies Inc COM 311642102 3437 183714SH Sole 59225 0 124489 Fedex Corporation COM 31428X106 3038 43339SH Sole 33689 0 9650 Finisar Corporation COM 31787A507 28903 1939789SH Sole 1104002 0 835787 Fluor Corp COM 343412102 1019 23988SH Sole 18524 0 5464 Ford Motor COM 345370860 2315 229687SH Sole 173379 0 56308 Fortinet Inc. COM 34959E109 4599 279750SH Sole 120435 0 159315 GSI Commerce Inc COM 36238G102 48818 1695064SH Sole 967185 0 727879 Gentex Corp COM 371901109 50859 2828621SH Sole 1573566 0 1255055 Goldman Sachs Group Com COM 38141G104 1792 13652SH Sole 10533 0 3119 Google Inc-CL A COM 38259P508 2781 6250SH Sole 4892 0 1358 Grand Canyon Education Inc COM 38526M106 53010 2262478SH Sole 1205998 0 1056480 Green Mountain Coffee RoastersCOM 393122106 51029 1985571SH Sole 1085200 0 900371 HHGREGG Inc COM 42833L108 40645 1742925SH Sole 866918 0 876007 HMS Holdings Corp COM 40425J101 56196 1036435SH Sole 579930 0 456505 Heckmann Corp COM 422680108 2437 525265SH Sole 169665 0 355600 Hewlett-Packard Co COM 428236103 2644 61085SH Sole 47139 0 13946 Hibbett Sporting Goods Inc. COM 428567101 5816 242753SH Sole 78178 0 164575 Hittite Microwave Corp COM 43365Y104 59881 1338412SH Sole 736047 0 602365 Hunt (JB) Transport Services COM 445658107 8850 270899SH Sole 116553 0 154346 IPG Photonics Corp COM 44980X109 5400 354540SH Sole 114335 0 240205 Igate Corp COM 45169U105 9441 736446SH Sole 237306 0 499140 Illumina Inc COM 452327109 10235 235120SH Sole 100956 0 134164 Insulet Corp COM 45784P101 3892 258625SH Sole 83275 0 175350 Interclick, Inc. COM 458483203 2708 735790SH Sole 237125 0 498665 Intercontinentalexchnage inc COM 45865V100 2358 20862SH Sole 16103 0 4759 Isilon Systems COM 46432L104 2673 208141SH Sole 67360 0 140781 Joy Global Inc COM 481165108 9265 184973SH Sole 79328 0 105645 KVH Industries, Inc COM 482738101 2639 212455SH Sole 68455 0 144000 Knight Transportation COM 499064103 52423 2590050SH Sole 1458516 0 1131534 Ladish Co COM 505754200 3319 146080SH Sole 47035 0 99045 Landstar System Inc COM 515098101 26503 679750SH Sole 380203 0 299547 Las Vegas Sands Corp COM 517834107 2961 133757SH Sole 104049 0 29708 Liveperson, Inc. COM 538146101 5918 862685SH Sole 277960 0 584725 Local.com Corp COM 53954R105 2683 392285SH Sole 126265 0 266020 LogMeIn, Inc. COM 54142L109 4437 169169SH Sole 54485 0 114684 Lululemon Athletica Inc COM 550021109 5565 149523SH Sole 64354 0 85169 Lumber Liquidators Holdings, ICOM 55003T107 18757 803995SH Sole 408004 0 395991 MDC Holdings Inc COM 552676108 32928 1221801SH Sole 701366 0 520435 Marvell Technology Group Ltd COM G5876H105 1561 99032SH Sole 76422 0 22610 Maxlinear Inc COM 57776J100 7091 507220SH Sole 182082 0 325138 Maxwell Technologies, Inc COM 577767106 2658 233173SH Sole 75100 0 158073 Medco Health Solutions COM 58405U102 1622 29450SH Sole 21210 0 8240 Meritage Homes Corp COM 59001A102 4596 282320SH Sole 91020 0 191300 Microsoft Corp. COM 594918104 1827 79380SH Sole 61372 0 18008 Mindspeed Technologies COM 602682205 8219 1097320SH Sole 353715 0 743605 Monster Worldwide Inc COM 611742107 2252 193295SH Sole 83067 0 110228 NVR, Inc COM 62944T105 6100 9313SH Sole 4010 0 5303 Netezza Corp COM 64111N101 3117 227817SH Sole 97953 0 129864 Netflix.com Inc. COM 64110L106 8678 79874SH Sole 34363 0 45511 Netlogic Microsystems COM 64118B100 55108 2026046SH Sole 1121080 0 904966 Northern Oil & Gas COM 665531109 8236 641466SH Sole 206572 0 434894 Nuvasive Inc COM 670704105 28826 812920SH Sole 445817 0 367103 Omnivision Microchip, Inc. COM 682128103 33029 1540541SH Sole 787245 0 753296 Open Table COM 68372A104 21408 516225SH Sole 266690 0 249535 Oracle Systems Corporation COM 68389X105 2878 134098SH Sole 103678 0 30420 Orion Marine Group, Inc. COM 68628V308 4175 294021SH Sole 94800 0 199221 Pegasystems, Inc. COM 705573103 6821 212423SH Sole 91301 0 121122 Potash Corp of Saskatchewan COM 73755L107 3501 40599SH Sole 31193 0 9406 Power Integrations COM 739276103 43032 1336593SH Sole 720841 0 615752 Praxair Inc COM 74005P104 3706 48763SH Sole 37856 0 10907 Precision Castparts Corp COM 740189105 2460 23898SH Sole 18435 0 5463 Priceline.com COM 741503403 2633 14913SH Sole 11489 0 3424 Range Resources Corp COM 75281A109 1744 43435SH Sole 33519 0 9916 Riverbed Technology Inc COM 768573107 38368 1389126SH Sole 791263 0 597863 Rosetta Resources COM 777779307 16383 827024SH Sole 472592 0 354432 Rubicon Technology COM 78112T107 22403 752043SH Sole 398768 0 353275 SXC Health Solutions Corp COM 78505P100 47098 642981SH Sole 360687 0 282294 Salesforce.com Inc COM 79466L302 1949 22714SH Sole 17790 0 4924 Salix Pharamaceuticals COM 795435106 62823 1609597SH Sole 885536 0 724061 Schlumberger COM 806857108 2578 46586SH Sole 46586 0 0 Shutterfly Inc COM 82568P304 20144 840734SH Sole 382667 0 458067 Silicon Laboratories, Inc. COM 826919102 34864 859558SH Sole 462266 0 397292 Sourcefire Inc COM 83616T108 3269 172067SH Sole 55410 0 116657 Stereotaxis Inc COM 85916J102 93 28200SH Sole 9035 0 19165 Strayer Education, Inc. COM 863236105 7966 38318SH Sole 16442 0 21876 Successfactors, Inc COM 864596101 26793 1288762SH Sole 735462 0 553300 Summer Infant Inc COM 865646103 3610 551191SH Sole 177440 0 373751 Tenneco, Inc COM 880349105 35987 1708772SH Sole 977961 0 730811 Terremark Worldwide Inc COM 881448203 3777 483588SH Sole 155730 0 327858 Transocean Sedco Forex, Inc. COM H8817H100 533 11513SH Sole 0 0 11513 Travelzoo Inc COM 89421Q106 2831 228685SH Sole 73620 0 155065 True Religion Apparel Inc COM 89784N104 46726 2117152SH Sole 1136658 0 980494 UQM Technologies COM 903213106 2027 597985SH Sole 192600 0 405385 US Auto Parts Network, Inc. COM 90343C100 3892 648743SH Sole 209215 0 439528 USA Truck Inc COM 902925106 2798 173575SH Sole 55895 0 117680 Ultimate Software Group Inc. COM 90385D107 27478 836221SH Sole 465265 0 370956 Union Pacific Corp COM 907818108 2038 29314SH Sole 22622 0 6692 United Therapeutics Corp COM 91307C102 2708 55480SH Sole 23880 0 31600 Urban Outfitters Inc COM 917047102 3079 89539SH Sole 38540 0 50999 Virtusa Corp COM 92827P102 5507 590286SH Sole 190112 0 400174 Visa Inc COM 92826C839 3177 44905SH Sole 34770 0 10135 VistaPrint N.V. COM N93540107 45411 956229SH Sole 532569 0 423660 Vitran Corp Inc COM 92850E107 8890 671931SH Sole 216503 0 455428 Volterra Semiconductor Corp COM 928708106 10449 453101SH Sole 146044 0 307057 WebMD Health Corp COM 94770V102 3140 67620SH Sole 29105 0 38515
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