0001140361-13-003295.txt : 20130128 0001140361-13-003295.hdr.sgml : 20130128 20130128144840 ACCESSION NUMBER: 0001140361-13-003295 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20121231 FILED AS OF DATE: 20130128 DATE AS OF CHANGE: 20130128 EFFECTIVENESS DATE: 20130128 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Ranger Investment Management, L.P. CENTRAL INDEX KEY: 0001319691 IRS NUMBER: 020661004 STATE OF INCORPORATION: TX FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11311 FILM NUMBER: 13551242 BUSINESS ADDRESS: STREET 1: 300 CRESCENT COURT STREET 2: SUITE 1111 CITY: DALLAS STATE: TX ZIP: 75201 BUSINESS PHONE: 214.871.5200 MAIL ADDRESS: STREET 1: 300 CRESCENT COURT STREET 2: SUITE 1111 CITY: DALLAS STATE: TX ZIP: 75201 FORMER COMPANY: FORMER CONFORMED NAME: Ranger Investment Management, LP DATE OF NAME CHANGE: 20050303 13F-HR 1 form13fhr.txt NONE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 12/31/2012 Check here if Amendment []; Amendment Number: ------- This Amendment (Check only one.): [] is a restatement. [] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Ranger Investment Management, L.P. Address: 2828 N. Harwood Street Suite 1600 Dallas, Texas 75201 Form 13F File Number: 028-11311 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 submission. Persons Signing this Report on Behalf of Reporting Manager: Name: Nim Hacker Title: General Counsel Phone: (214) 871-5208 Signature, Place, and Date of Signing: /s/ Nim Hacker Dallas, Texas 1/23/2013 --------------------------------- --------------------------------- ---------- [Signature] [City, State] [Date] Report Type (Check only one): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 107 Form 13F Information Table Value Total: $ 1,434,760 -------------- (In Thousands) List of Other Included Managers: Provide a numbered list of the name(s) and 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE

FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ------------------------------ -------------- --------- -------- ----------------- ---------- -------- --------------------- VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ------------------------------ -------------- --------- -------- -------- --- ---- ---------- -------- ------- ------ ------ AVG Technologies NV COM n07831105 18794 1187220 SH SOLE 860935 0 326285 Acacia Research COM 003881307 865 33729 SH SOLE 0 0 33729 Advisory Board COM 00762W107 31830 680280 SH SOLE 482910 0 197370 Affiliated Managers Grp Inc COM 008252108 7125 54748 SH SOLE 6820 0 47928 Air Methods Corp COM 009128307 51093 1384255 SH SOLE 1005565 0 378690 Akorn Inc COM 009728106 33539 2510395 SH SOLE 1863815 0 646580 Annies Inc COM 03600t104 12332 368890 SH SOLE 262465 0 106425 Applied Micro Circuits COM 03822W406 16241 1928831 SH SOLE 1403520 0 525311 Approach Resources Inc COM 03834a103 28957 1157816 SH SOLE 798459 0 359357 Arm Holdings Plc COM 042068106 219 5800 SH SOLE 5800 0 0 Aruba Networks Inc COM 043176106 130 6270 SH SOLE 6270 0 0 Asbury Automotive Group Inc COM 043436104 23690 739620 SH SOLE 537205 0 202415 AthenaHealth Inc COM 04685w103 19088 260440 SH SOLE 188500 0 71940 BE Aerospace Inc COM 073302101 2761 55890 SH SOLE 16350 0 39540 Bank of the Ozarks COM 063904106 17500 522870 SH SOLE 395741 0 127129 Beacon Roofing Supply Inc COM 073685109 11663 350438 SH SOLE 265237 0 85201 Buffalo Wild Wings Inc COM 119848109 21859 300180 SH SOLE 219165 0 81015 Callon Petroleum Co COM 13123x102 12478 2654799 SH SOLE 2009979 0 644820 Cameron International Corp COM 13342B105 473 8380 SH SOLE 0 0 8380 Catamaran Corp COM 148887102 13591 288550 SH SOLE 42270 0 246280 Centene Corp COM 15135b101 24215 590620 SH SOLE 421380 0 169240 Cerner Corp COM 156782104 5790 74705 SH SOLE 8870 0 65835 Chart Industries Inc COM 16115q308 21264 318845 SH SOLE 228420 0 90425 Church & Dwight COM 171340102 2210 41253 SH SOLE 7000 0 34253 Citrix Systems COM 177376100 1331 20290 SH SOLE 2510 0 17780 Coinstar Inc COM 19259P300 29229 561985 SH SOLE 404305 0 157680 Comerica Inc. COM 200340107 7140 235317 SH SOLE 43140 0 192177 Computer Programs and Sys Inc COM 205306103 17754 352679 SH SOLE 266949 0 85730 D.R. Horton COM 23331A109 1304 65920 SH SOLE 19420 0 46500 Davita Inc COM 23918K108 253 2285 SH SOLE 2285 0 0 Deckers Outdoor COM 243537107 9060 224980 SH SOLE 167629 0 57351 Dril-Quip Inc. COM 262037104 3463 47407 SH SOLE 11990 0 35417 EHealth Inc COM 28238p109 9911 360663 SH SOLE 270521 0 90142 East West Bancorp COM 27579R104 6867 319567 SH SOLE 53570 0 265997 Enersys COM 29275y102 15269 405769 SH SOLE 307109 0 98660 Equinix Inc COM 29444U502 5396 26170 SH SOLE 6240 0 19930 F5 Networks Inc COM 315616102 181 1860 SH SOLE 1860 0 0 Foot Locker COM 344849104 6189 192695 SH SOLE 44210 0 148485 Fortinet Inc COM 34959e109 6717 319558 SH SOLE 26680 0 292878 Francescas Holdings Corp COM 351793104 19055 734874 SH SOLE 522775 0 212099 Gap Stores COM 364760108 3478 112063 SH SOLE 12020 0 100043 Gentex Corp COM 371901109 1345 71379 SH SOLE 0 0 71379 Group 1 Automotive COM 398905109 25978 419060 SH SOLE 299610 0 119450 Gulfport Energy Corp COM 402635304 12389 324141 SH SOLE 245035 0 79106 HMS Holdings Corp COM 40425j101 36020 1389663 SH SOLE 915694 0 473969 Haemonetics Corp. COM 405024100 132 3230 SH SOLE 3230 0 0 Healthcare Svc Group Inc COM 421906108 34203 1472345 SH SOLE 1060125 0 412220 Hibbett Sports Inc COM 428567101 13366 253620 SH SOLE 191980 0 61640 Hilltop Holdings Inc COM 432748101 16095 1188718 SH SOLE 893502 0 295216 Home Bancshares Inc COM 436893200 18064 547054 SH SOLE 414130 0 132924 Hub Group Inc COM 443320106 15647 465690 SH SOLE 331710 0 133980 Hunt(J.B.) Transport Serv Inc. COM 445658107 146 2440 SH SOLE 2440 0 0 INPHI Corp COM 45772f107 10270 1071973 SH SOLE 760578 0 311395 Impax Laboratories Inc COM 45256b101 30219 1474798 SH SOLE 1055472 0 419326 Informatica Corp COM 45666Q102 129 4240 SH SOLE 4240 0 0 Inter Parfums Inc COM 458334109 12878 661782 SH SOLE 470782 0 191000 Invensense Inc COM 46123d205 12795 1151706 SH SOLE 823769 0 327937 Jazz Pharmaceuticals PLC COM g50871105 2428 45590 SH SOLE 13470 0 32120 Joy Global Inc COM 481165108 1884 29543 SH SOLE 0 0 29543 Kraton Performance Polymers COM 50077c106 25640 1066980 SH SOLE 782083 0 284897

FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ------------------------------ -------------- --------- -------- ----------------- ---------- -------- --------------------- VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ------------------------------ -------------- --------- -------- -------- --- ---- ---------- -------- ------- ------ ------ LKQ Corp COM 501889208 5574 264186 SH SOLE 31940 0 232246 Liveperson Inc COM 538146101 21277 1619250 SH SOLE 1225460 0 393790 Marketaxess Holdings Inc COM 57060d108 17164 486225 SH SOLE 346380 0 139845 Maximus, Inc. COM 577933104 22900 362220 SH SOLE 257890 0 104330 Medidata Solutions Inc COM 58471a105 16092 410724 SH SOLE 310934 0 99790 Meritage Homes Coro COM 59001a102 11855 317415 SH SOLE 240230 0 77185 Michael Kors Holdings Ltd COM g60754101 1472 28840 SH SOLE 11970 0 16870 Nordstrom Inc COM 655664100 2944 55028 SH SOLE 3780 0 51248 Oceaneering Int'l COM 675232102 1239 23040 SH SOLE 7240 0 15800 PAREXEL International COM 699462107 10683 361040 SH SOLE 273240 0 87800 Pacific Drilling SA Luxembourg COM l7257p106 21104 2235562 SH SOLE 1692275 0 543287 Panera Bread Co. COM 69840W108 1465 9225 SH SOLE 3205 0 6020 Perrigo Co. COM 714290103 3584 34448 SH SOLE 5545 0 28903 Pier 1 Imports COM 720279108 57559 2877962 SH SOLE 2062330 0 815632 Pioneer Natural Resources COM 723787107 5559 52155 SH SOLE 9020 0 43135 Polaris Industries COM 731068102 6854 81452 SH SOLE 20690 0 60762 Prestige Brands Holdings Inc COM 74112d101 11365 567390 SH SOLE 429425 0 137965 Private Bancorp Inc COM 742962103 34790 2270885 SH SOLE 1528365 0 742520 Prosperity Bancshares Inc COM 743606105 140 3330 SH SOLE 3330 0 0 QLIK Technologies COM 74733t105 18939 871950 SH SOLE 628982 0 242968 Rackspace Hosting Inc COM 750086100 220 2960 SH SOLE 2960 0 0 Red Robin Gourmet Burgers COM 75689m101 13123 371860 SH SOLE 281425 0 90435 Rockwood Holdings Inc COM 774415103 3507 70903 SH SOLE 11150 0 59753 Roper Industries COM 776696106 4472 40111 SH SOLE 2330 0 37781 Rosetta Resources Inc COM 777779307 1283 28300 SH SOLE 8290 0 20010 Ross Stores COM 778296103 3116 57615 SH SOLE 3630 0 53985 SPS Commerce Inc COM 78463m107 19689 528270 SH SOLE 378872 0 149398 SVB Financial Group COM 78486Q101 19986 357090 SH SOLE 257865 0 99225 Signature Bank COM 82669g104 23121 324095 SH SOLE 230400 0 93695 Skyworks Solutions, Inc. COM 83088M102 3198 157547 SH SOLE 26580 0 130967 Sonic Corp COM 835451105 18720 1798303 SH SOLE 1361045 0 437258 Sourcefire Inc COM 83616t108 15733 333185 SH SOLE 237335 0 95850 Stericycle Inc COM 858912108 305 3270 SH SOLE 3270 0 0 Steven Madden Ltd COM 556269108 32329 764820 SH SOLE 555275 0 209545 Superior Energy Services Inc COM 868157108 1533 73983 SH SOLE 0 0 73983 Synchronoss Tech Inc COM 87157b103 31219 1480293 SH SOLE 1034618 0 445675 Tangoe Inc COM 87582y108 15152 1276471 SH SOLE 908516 0 367955 Texas Capital Bancshares COM 88224q107 21738 485010 SH SOLE 336090 0 148920 Treehouse Foods Inc COM 89469a104 16011 307142 SH SOLE 179200 0 127942 Triumph Group, Inc. COM 896818101 40368 618198 SH SOLE 370332 0 247866 V.F. Corp. COM 918204108 182 1205 SH SOLE 1205 0 0 Verisign Inc COM 92343E102 1421 36600 SH SOLE 0 0 36600 Vocera Communications Inc COM 92857f107 25354 1010120 SH SOLE 723250 0 286870 Wabtec COM 929740108 58784 671511 SH SOLE 423845 0 247666 Whole Foods Market COM 966837106 561 6150 SH SOLE 0 0 6150 Williams-Sonoma Inc. COM 969904101 228 5200 SH SOLE 5200 0 0 Zions Bancorp COM 989701107 917 42860 SH SOLE 42860 0 0