-----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, AhcIIrz/4792v2N8rI9X47UVgUZGNO6Xg1BsZJuEyh8aZ5lXUA4xKnU/ltYINkIZ YFxOrtoNK24fOI5tvB7nmw== 0001134007-11-000015.txt : 20110214 0001134007-11-000015.hdr.sgml : 20110214 20110214143328 ACCESSION NUMBER: 0001134007-11-000015 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20101231 FILED AS OF DATE: 20110214 DATE AS OF CHANGE: 20110214 EFFECTIVENESS DATE: 20110214 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: 11606082 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 r04q10.txt NCG 4Q10 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: December 31, 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 February 14, 2011 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: 157 Form 13F Information Table Value Total: 2,866,257 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 Acme Packet, Inc. COM 004764106 58368 1097965SH Sole 583365 0 514600 Akamai Technologies COM 00971T101 2479 52699SH Sole 40366 0 12333 Alexion Pharmaceuticals, Inc. COM 015351109 3762 46703SH Sole 21235 0 25468 Allegiant Travel Co COM 01748X102 28090 570479SH Sole 312304 0 258175 Allergan, Inc. COM 018490102 3096 45078SH Sole 31804 0 13274 Amazon.Com COM 023135106 3963 22018SH Sole 16649 0 5369 Amerigon Inc COM 03070L300 5338 490600SH Sole 171093 0 319507 Anadigics Inc Com COM 032515108 3879 559727SH Sole 195012 0 364715 Ansys Inc COM 03662Q105 8148 156478SH Sole 71063 0 85415 Apple Computer Inc COM 037833100 4658 14441SH Sole 10992 0 3449 Aruba Networks COM 043176106 4444 212854SH Sole 96660 0 116194 Astronics Corp COM 046433108 6450 307142SH Sole 107040 0 200102 Atheros Communications COM 04743P108 4421 123073SH Sole 55886 0 67187 Atmel Corp COM 049513104 5730 465068SH Sole 211331 0 253737 BJ's Restaurant, Inc. COM 09180C106 57613 1626119SH Sole 833475 0 792644 Baidu Inc - Spon ADR COM 056752108 2171 22490SH Sole 17240 0 5250 Be Aerospace, Inc. COM 073302101 54731 1478030SH Sole 806112 0 671918 Body Central Corp COM 09689U102 3237 226852SH Sole 79043 0 147809 Boeing Co COM 097023105 3441 52720SH Sole 40035 0 12685 Borgwarner, Inc. COM 099724106 7075 97769SH Sole 44397 0 53372 Broadcom Corporation COM 111320107 1634 37517SH Sole 29649 0 7868 Broadsoft Inc COM 11133B409 7136 298811SH Sole 104165 0 194646 C H Robinson Worldwide Com COM 12541W209 1417 17670SH Sole 13761 0 3909 Catalyst Health Solutions, IncCOM 14888B103 33574 722177SH Sole 381530 0 340647 Caterpillar Inc COM 149123101 3535 37742SH Sole 28535 0 9207 Cavium Networks COM 14965A101 40080 1063682SH Sole 578660 0 485022 Celadon Group Inc COM 150838100 10317 697577SH Sole 243163 0 454414 Chart Industries, Inc. COM 16115Q308 7026 207995SH Sole 72466 0 135529 Chicago Brdg + Iron Co N V COM 167250109 11316 343965SH Sole 156371 0 187594 Chipotle Mexican Grill, Inc COM 169656105 9209 43304SH Sole 19685 0 23619 Ciena Corp COM 171779309 55197 2622185SH Sole 1408196 0 1213989 Cisco Systems Inc. COM 17275R102 1218 60205SH Sole 45521 0 14684 Citrix Systems Inc. COM 177376100 2726 39841SH Sole 30654 0 9187 Cognizant Tech Solutions COM 192446102 5077 69278SH Sole 52639 0 16639 Commercial Vehicle Group COM 202608105 6005 369536SH Sole 128752 0 240784 Comscore Inc COM 20564W105 14040 629315SH Sole 236022 0 393293 Concur Technologies Inc COM 206708109 63553 1223820SH Sole 649070 0 574750 Constant Contact COM 210313102 23350 753484SH Sole 408499 0 344985 Costco Wholesale Corp COM 22160K105 1205 16689SH Sole 12621 0 4068 Covenant Transport Group COM 22284P105 6139 631607SH Sole 219994 0 411613 Cummins, Inc COM 231021106 2371 21554SH Sole 16291 0 5263 Cypress Semiconductor COM 232806109 72282 3890304SH Sole 2062519 0 1827785 DTS Inc COM 23335C101 47962 977824SH Sole 503223 0 474601 Deere & Co COM 244199105 3547 42706SH Sole 32285 0 10421 Dice Holdings Inc COM 253017107 34065 2373892SH Sole 1118228 0 1255664 Direct TV COM 25490A101 2014 50427SH Sole 38142 0 12285 EMC Communications CorporationCOM 268648102 4575 199792SH Sole 151070 0 48722 Encore Captial Group COM 292554102 5269 224691SH Sole 78285 0 146406 Entropic Communications COM 29384R105 30620 2534792SH Sole 1286757 0 1248035 Envestnet Inc COM 29404K106 5905 346114SH Sole 120590 0 225524 Equinix Inc COM 29444U502 7419 91296SH Sole 41459 0 49837 Exlservice Holdings Inc. COM 302081104 7325 341015SH Sole 137783 0 203232 Expeditors International COM 302130109 3818 69923SH Sole 52887 0 17036 Express Scripts Inc COM 302182100 3147 58224SH Sole 41136 0 17088 F5 Networks Inc COM 315616102 1079 8293SH Sole 6270 0 2023 Faro Technologies Inc COM 311642102 11193 340820SH Sole 118896 0 221924 Fedex Corporation COM 31428X106 3748 40292SH Sole 30642 0 9650 Financial Engines Inc COM 317485100 28007 1412354SH Sole 699058 0 713296 Finisar Corporation COM 31787A507 71246 2399651SH Sole 1304763 0 1094888 Fluor Corp COM 343412102 3722 56177SH Sole 42472 0 13705 Ford Motor COM 345370860 3792 225848SH Sole 169540 0 56308 Fortinet Inc. COM 34959E109 35064 1083901SH Sole 566104 0 517797 Freightcar America COM 357023100 14263 492857SH Sole 268910 0 223947 Fresh Market Inc. COM 35804H106 23017 558670SH Sole 307979 0 250691 GSI Commerce Inc COM 36238G102 23939 1031874SH Sole 556459 0 475415 Gentex Corp COM 371901109 86596 2929510SH Sole 1569077 0 1360433 Goldman Sachs Group Com COM 38141G104 2140 12724SH Sole 9605 0 3119 Google Inc-CL A COM 38259P508 3444 5798SH Sole 4440 0 1358 Green Mountain Coffee RoastersCOM 393122106 63595 1935340SH Sole 1029693 0 905647 Greenbrier Companies COM 393657101 3466 165119SH Sole 57536 0 107583 HHGREGG Inc COM 42833L108 58479 2791370SH Sole 1422850 0 1368520 HMS Holdings Corp COM 40425J101 58356 900978SH Sole 483822 0 417156 Higher One Holdings Inc COM 42983D104 9324 460877SH Sole 189141 0 271736 Hittite Microwave Corp COM 43365Y104 69684 1141616SH Sole 605148 0 536468 Hunt (JB) Transport Services COM 445658107 10127 248158SH Sole 112715 0 135443 IPG Photonics Corp COM 44980X109 36305 1148155SH Sole 600962 0 547193 IXIA COM 45071R109 25892 1543024SH Sole 798002 0 745022 Igate Corp COM 45169U105 19518 990260SH Sole 519339 0 470921 Illumina Inc COM 452327109 10926 172491SH Sole 78416 0 94075 Inphi COM 45772F107 4246 211342SH Sole 73674 0 137668 Insulet Corp COM 45784P101 3766 242977SH Sole 84522 0 158455 Interclick, Inc. COM 458483203 6015 1120181SH Sole 390516 0 729665 Intercontinentalexchnage inc COM 45865V100 2315 19433SH Sole 14674 0 4759 Intralinks COM 46118H104 16148 863045SH Sole 469852 0 393193 Joy Global Inc COM 481165108 11195 129054SH Sole 58665 0 70389 Juniper Networks, Inc. COM 48203R104 2480 67167SH Sole 50778 0 16389 Kansas City Southern COM 485170302 7285 152217SH Sole 69133 0 83084 Knight Transportation COM 499064103 21720 1143134SH Sole 609369 0 533765 Ladish Co COM 505754200 10513 216270SH Sole 75423 0 140847 Las Vegas Sands Corp COM 517834107 3242 70565SH Sole 53380 0 17185 Liveperson, Inc. COM 538146101 9164 811004SH Sole 282230 0 528774 LogMeIn, Inc. COM 54142L109 28428 641138SH Sole 318278 0 322860 Lululemon Athletica Inc COM 550021109 9370 136955SH Sole 62200 0 74755 MIPS Technologies Inc COM 604567107 4542 299577SH Sole 104341 0 195236 Maxwell Technologies, Inc COM 577767106 7918 419167SH Sole 146024 0 273143 Meritage Homes Corp COM 59001A102 3674 165500SH Sole 57661 0 107839 Monster Worldwide Inc COM 611742107 39797 1684188SH Sole 872441 0 811747 Mosaic Co COM 61945A107 4052 53064SH Sole 40132 0 12932 NVR, Inc COM 62944T105 3480 5036SH Sole 2284 0 2752 Netlogic Microsystems COM 64118B100 64675 2059046SH Sole 1092938 0 966108 Northern Oil & Gas COM 665531109 18107 665448SH Sole 272415 0 393033 NxStage Medical Inc COM 67072V103 50658 2036081SH Sole 1024106 0 1011975 Old Dominion Freight Line COM 679580100 31661 989719SH Sole 541579 0 448140 Omnivision Microchip, Inc. COM 682128103 51628 1743588SH Sole 950842 0 792746 Open Table COM 68372A104 48107 682558SH Sole 365978 0 316580 Oplink Communications COM 68375Q403 2646 143250SH Sole 49896 0 93354 Oracle Systems Corporation COM 68389X105 3904 124724SH Sole 94304 0 30420 Peabody Energy Corp COM 704549104 1984 31005SH Sole 23254 0 7751 Pegasystems, Inc. COM 705573103 4097 111860SH Sole 50800 0 61060 Polypore International, Inc COM 73179V103 5654 138821SH Sole 70124 0 68697 Portfolio Recovery AssociationCOM 73640Q105 21600 287229SH Sole 153540 0 133689 Praxair Inc COM 74005P104 2748 28789SH Sole 21771 0 7018 Precision Castparts Corp COM 740189105 3099 22258SH Sole 16795 0 5463 Priceline.com COM 741503403 4562 11418SH Sole 8631 0 2787 Primo Water Corp COM 74165N105 3493 245785SH Sole 85619 0 160166 Qlik Technologies COM 74733T105 21947 850345SH Sole 460992 0 389353 Qualcomm Inc COM 747525103 1201 24259SH Sole 18337 0 5922 Quinstreet Inc COM 74874Q100 8206 427173SH Sole 149461 0 277712 RTI International Metals Inc. COM 74973W107 18310 678644SH Sole 360713 0 317931 Realpage Inc COM 75606N109 76937 2487451SH Sole 1311475 0 1175976 Riverbed Technology Inc COM 768573107 36777 1045690SH Sole 546353 0 499337 Rosetta Resources COM 777779307 44182 1173813SH Sole 640199 0 533614 Rue21 Inc COM 781295100 13335 454955SH Sole 188325 0 266630 SPS Commerce Inc COM 78463M107 4215 266802SH Sole 93008 0 173794 STR Holdings, Inc COM 78478V100 4777 238860SH Sole 132736 0 106124 SXC Health Solutions Corp COM 78505P100 65043 1517579SH Sole 805788 0 711791 Salesforce.com Inc COM 79466L302 4217 31948SH Sole 24156 0 7792 Salix Pharamaceuticals COM 795435106 73688 1569164SH Sole 837005 0 732159 Sapient Corp. COM 803062108 38283 3163873SH Sole 1718154 0 1445719 Schlumberger COM 806857108 2644 31666SH Sole 23946 0 7720 Shutterfly Inc COM 82568P304 51820 1479304SH Sole 738643 0 740661 Skyworks Solutions, Inc. COM 83088M102 4368 152555SH Sole 69280 0 83275 Sonic Solutions COM 835460106 4018 267872SH Sole 93329 0 174543 Stoneridge Inc COM 86183P102 4179 264667SH Sole 92219 0 172448 Successfactors, Inc COM 864596101 24086 831701SH Sole 453659 0 378042 Summer Infant Inc COM 865646103 4982 657206SH Sole 228980 0 428226 Syntel Inc COM 87162H103 17784 372128SH Sole 202941 0 169187 Tenneco, Inc COM 880349105 70364 1709526SH Sole 932605 0 776921 Terremark Worldwide Inc COM 881448203 3771 291183SH Sole 101453 0 189730 Titan International COM 88830M102 21490 1099801SH Sole 563611.5 0 536189 Travelzoo Inc COM 89421Q106 29928 726059SH Sole 345424 0 380635 US Auto Parts Network, Inc. COM 90343C100 4631 551251SH Sole 192013 0 359238 USA Truck Inc COM 902925106 3025 228679SH Sole 79637 0 149042 Ultimate Software Group Inc. COM 90385D107 48202 991194SH Sole 527011 0 464183 Union Pacific Corp COM 907818108 2531 27311SH Sole 20619 0 6692 United Therapeutics Corp COM 91307C102 5690 89998SH Sole 40896 0 49102 Urban Outfitters Inc COM 917047102 2938 82033SH Sole 37236 0 44797 VMWare Inc COM 928563402 2019 22713SH Sole 17714 0 4999 Verifone Systems Inc COM 92342Y109 7113 184457SH Sole 83805 0 100652 Virtusa Corp COM 92827P102 14731 900427SH Sole 314118 0 586309 Visa Inc COM 92826C839 2126 30210SH Sole 22843 0 7367 Vitran Corp Inc COM 92850E107 12126 924235SH Sole 322183 0 602052 Vocus Inc COM 92858J108 10910 394442SH Sole 137621 0 256821 Volcano Corp COM 928645100 21940 803369SH Sole 426664 0 376705 Wabco Holdings Inc COM 92927K102 66735 1095266SH Sole 581972 0 513294 WebMD Health Corp COM 94770V102 4110 80492SH Sole 36549 0 43943 Zagg Inc COM 98884U108 6817 894646SH Sole 311888 0 582758
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