0001140361-11-038740.txt : 20110801 0001140361-11-038740.hdr.sgml : 20110801 20110801153354 ACCESSION NUMBER: 0001140361-11-038740 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110630 FILED AS OF DATE: 20110801 DATE AS OF CHANGE: 20110801 EFFECTIVENESS DATE: 20110801 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: 111000465 BUSINESS ADDRESS: STREET 1: 2121 N CALIFORNIA BLVD STE 560 CITY: WALNUT CREEK STATE: CA ZIP: 94596 MAIL ADDRESS: STREET 1: 2121 N CALIFORNIA BLVD STREET 2: STE 560 CITY: WALNUT CREEK STATE: CA ZIP: 94596 13F-HR 1 form13fhr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 6/30/2011 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: Insight Capital Research & Management, Inc. Address: 2121 N. California Boulevard Suite 560 Walnut Creek, CA 94596 Form 13F File Number: 28-04736 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: Nam Le Title: Controller Phone: 925-948-2000 Signature, Place, and Date of Signing: /s/ Nam Le Walnut Creek, California 8/1/2011 --------------------------------- --------------------------------- ---------- [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: 91 Form 13F Information Table Value Total: $ 344,279 -------------- (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 --------------------------- -------------- --------- --------- -------- --- ---- ---------- -------- ------- ------ ------- Accenture Plc cs G1151C101 2,124.67 35,165 SH SOLE N/A 35,165 n/a 33,929 Acme Packet Inc cs 004764106 1,413.40 20,154 SH SOLE N/A 20,154 n/a 10,252 Amazon.com Inc cs 023135106 951.49 4,653 SH SOLE N/A 4,653 n/a 4,495 Amerigroup Corp cs 03073T102 5,803.91 82,360 SH SOLE N/A 82,360 n/a 25,487 AmerisourceBergen cs 03073E105 1,283.52 31,003 SH SOLE N/A 31,003 n/a 29,742 Ametek Inc cs 031100100 904.47 20,144 SH SOLE N/A 20,144 n/a 19,440 Anworth Mortgage Asset Cp cs 037347101 2,086.12 277,779 SH SOLE N/A 277,779 n/a 71,812 Ariad Pharmaceuticals Inc cs 04033A100 2,210.54 195,105 SH SOLE N/A 195,105 n/a 50,588 Arrow Electronics cs 042735100 374.04 9,013 SH SOLE N/A 9,013 n/a 5,721 Avista Corp cs 05379B107 738.59 28,750 SH SOLE N/A 28,750 n/a 3,525 Baidu Inc cs 056752108 2,856.69 20,386 SH SOLE N/A 20,386 n/a 19,700 Baker Hughes cs 057224107 650.50 8,965 SH SOLE N/A 8,965 n/a 8,672 Bank Of The Ozarks Inc cs 063904106 1,682.74 32,323 SH SOLE N/A 32,323 n/a 8,376 Bed Bath & Beyond Inc cs 075896100 1,746.37 29,919 SH SOLE N/A 29,919 n/a 28,893 Carbo Ceramics Inc cs 140781105 5,641.65 34,622 SH SOLE N/A 34,622 n/a 15,824 Cash Amer Intl Inc cs 14754D100 3,497.20 60,432 SH SOLE N/A 60,432 n/a 15,537 Caterpillar Inc cs 149123101 1,331.71 12,509 SH SOLE N/A 12,509 n/a 12,078 CBS Inc cs 124857202 741.28 26,019 SH SOLE N/A 26,019 n/a 10,695 Ceradyne Inc cs 156710105 3,749.16 96,157 SH SOLE N/A 96,157 n/a 24,740 CF Inds Hldgs Inc cs 125269100 1,070.18 7,554 SH SOLE N/A 7,554 n/a 3,979 Coca-Cola Company cs 191216100 591.48 8,790 SH SOLE N/A 8,790 n/a 8,481 Cognizant Tech Sol cs 192446102 2,776.58 37,859 SH SOLE N/A 37,859 n/a 36,520 Coherent Inc cs 192479103 4,817.06 87,155 SH SOLE N/A 87,155 n/a 27,340 Cooper Cos Inc cs 216648402 3,910.90 49,355 SH SOLE N/A 49,355 n/a 16,098 Crocs Inc cs 227046109 5,520.05 214,371 SH SOLE N/A 214,371 n/a 66,010 CSX Corp cs 126408103 704.90 26,884 SH SOLE N/A 26,884 n/a 13,101 Cummins Inc cs 231021106 2,816.17 27,212 SH SOLE N/A 27,212 n/a 26,328 CVR Energy Inc cs 12662P108 11,229.85 456,127 SH SOLE N/A 456,127 n/a 204,746 Dollar Finl Corp cs 256664103 6,416.80 296,388 SH SOLE N/A 296,388 n/a 76,292 Dynegy Inc cs 26817G300 2,079.82 335,997 SH SOLE N/A 335,997 n/a 86,744 Eaton Corp cs 278058102 2,596.63 50,469 SH SOLE N/A 50,469 n/a 48,728 El Paso Elec Co cs 283677854 2,156.99 66,780 SH SOLE N/A 66,780 n/a 17,356 Electronic Arts cs 285512109 670.10 28,394 SH SOLE N/A 28,394 n/a 11,706 Exxon Mobil Corp cs 30231G102 1,082.44 13,301 SH SOLE N/A 13,301 n/a 12,836 EZchip Semiconductor Ltd cs M4146Y108 3,346.64 90,523 SH SOLE N/A 90,523 n/a 23,675 Ezcorp Inc Cl A cs 302301106 6,133.27 172,404 SH SOLE N/A 172,404 n/a 57,057 FEI Company cs 30241L109 9,439.73 247,178 SH SOLE N/A 247,178 n/a 78,742 Fortinet Inc cs 34959E109 2,983.64 109,331 SH SOLE N/A 109,331 n/a 56,964 Frontier Oil Corp cs 35914P105 1,213.66 37,563 SH SOLE N/A 37,563 n/a 19,026 Global Geophysical Svcs Inc cs 37946S107 1,547.53 86,940 SH SOLE N/A 86,940 n/a 46,301 Glu Mobile Inc cs 379890106 1,542.22 292,642 SH SOLE N/A 292,642 n/a 156,255 Golar Lng Ltd cs G9456A100 4,296.63 123,148 SH SOLE N/A 123,148 n/a 38,428 Herbalife Ltd cs G4412G101 3,727.18 64,663 SH SOLE N/A 64,663 n/a 32,762 Hill Rom Hldgs Inc cs 431475102 5,389.00 117,050 SH SOLE N/A 117,050 n/a 36,579 Intl Bus Machines cs 459200101 1,141.15 6,652 SH SOLE N/A 6,652 n/a 6,466 IPG Photonics Corp cs 44980X109 19,316.94 265,671 SH SOLE N/A 265,671 n/a 117,192 Jazz Pharmaceuticals Inc cs 472147107 7,290.28 218,599 SH SOLE N/A 218,599 n/a 65,795 Johnson & Johnson cs 478160104 1,095.45 16,468 SH SOLE N/A 16,468 n/a 15,908 Key Energy Svcs Inc cs 492914106 10,511.87 583,993 SH SOLE N/A 583,993 n/a 204,906 Kindred Healthcare Inc cs 494580103 2,722.48 126,804 SH SOLE N/A 126,804 n/a 32,537 LSB Inds Inc cs 502160104 3,094.15 72,091 SH SOLE N/A 72,091 n/a 18,444 Lululemon Athletica Inc cs 550021109 1,867.51 16,701 SH SOLE N/A 16,701 n/a 8,523 Mako Surgical Corp cs 560879108 2,917.49 98,133 SH SOLE N/A 98,133 n/a 25,512 McDonalds Corp cs 580135101 1,633.03 19,367 SH SOLE N/A 19,367 n/a 18,702 McKesson Inc cs 58155Q103 2,314.09 27,664 SH SOLE N/A 27,664 n/a 26,717 Metropcs Comm cs 591708102 633.78 36,826 SH SOLE N/A 36,826 n/a 18,670 Microsoft Corp cs 594918104 483.68 18,603 SH SOLE N/A 18,603 n/a 17,982 MWI Veterinary Supply Inc cs 55402X105 1,536.16 19,019 SH SOLE N/A 19,019 n/a 4,942 Nordson Corp cs 655663102 974.30 17,763 SH SOLE N/A 17,763 n/a 9,008 Oracle Systems Corp cs 68389X105 1,773.75 53,897 SH SOLE N/A 53,897 n/a 52,081
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 --------------------------- -------------- --------- --------- -------- --- ---- ---------- -------- ------- ------ ------- Pfizer Inc cs 717081103 2,079.32 100,938 SH SOLE N/A 100,938 n/a 97,486 Pharmasset Inc cs 71715N106 10,697.82 95,346 SH SOLE N/A 95,346 n/a 51,154 Polaris Industries cs 731068102 18,101.28 162,825 SH SOLE N/A 162,825 n/a 75,145 Polypore Intl Inc cs 73179V103 19,750.94 291,140 SH SOLE N/A 291,140 n/a 130,713 Portland Gen Elec Co cs 736508847 4,227.47 167,226 SH SOLE N/A 167,226 n/a 42,106 Priceline.Com Inc cs 741503403 941.44 1,839 SH SOLE N/A 1,839 n/a 1,775 Procter & Gamble Co cs 742718109 1,199.50 18,869 SH SOLE N/A 18,869 n/a 18,181 Questcor Pharm Inc cs 74835Y101 5,862.90 243,274 SH SOLE N/A 243,274 n/a 72,143 Red Robin Burgers cs 75689M101 5,537.98 152,226 SH SOLE N/A 152,226 n/a 47,847 Robbins & Myers Inc cs 770196103 4,602.13 87,079 SH SOLE N/A 87,079 n/a 22,175 Sauer-Danfoss Inc cs 804137107 2,807.93 55,724 SH SOLE N/A 55,724 n/a 17,458 Schlumberger Ltd cs 806857108 1,437.35 16,636 SH SOLE N/A 16,636 n/a 16,068 Select Comfort Corp cs 81616X103 901.79 50,155 SH SOLE N/A 50,155 n/a 26,569 Shutterfly Inc cs 82568P304 9,412.29 163,920 SH SOLE N/A 163,920 n/a 55,788 Sodastream Intl Ltd cs M9068E105 3,936.11 64,728 SH SOLE N/A 64,728 n/a 17,327 SXC Health Solutions cs 78505P100 8,483.54 143,984 SH SOLE N/A 143,984 n/a 52,049 Tempur Pedic Intl Inc cs 88023U101 5,135.60 75,724 SH SOLE N/A 75,724 n/a 56,578 TIBCO Software Inc cs 88632Q103 981.89 33,835 SH SOLE N/A 33,835 n/a 17,131 Trinity Ind Delaware cs 896522109 5,415.19 155,252 SH SOLE N/A 155,252 n/a 48,601 Ulta Salon Cosm & Frag cs 90384S303 7,181.30 111,200 SH SOLE N/A 111,200 n/a 34,858 Ultratech Stepper Inc cs 904034105 2,964.75 97,589 SH SOLE N/A 97,589 n/a 24,935 Under Armour Inc cs 904311107 5,997.56 77,578 SH SOLE N/A 77,578 n/a 24,118 Union Pacific Corp cs 907818108 728.40 6,977 SH SOLE N/A 6,977 n/a 6,730 United Healthcare cs 91324P102 1,275.26 24,724 SH SOLE N/A 24,724 n/a 23,874 Verizon Commun cs 92343V104 882.16 23,695 SH SOLE N/A 23,695 n/a 22,874 WABCO Holdings Inc cs 92927K102 5,058.44 73,247 SH SOLE N/A 73,247 n/a 54,762 Waste Connections Inc cs 941053100 4,913.12 154,841 SH SOLE N/A 154,841 n/a 46,191 Weight Watchers Intl Inc cs 948626106 2,920.84 38,702 SH SOLE N/A 38,702 n/a 20,238 Wellcare Group Inc cs 94946T106 7,019.42 136,538 SH SOLE N/A 136,538 n/a 43,151 Western Refng Inc cs 959319104 2,131.05 117,933 SH SOLE N/A 117,933 n/a 30,749 World Acceptance cs 981419104 4,541.12 69,256 SH SOLE N/A 69,256 n/a 17,448