0001140361-13-042005.txt : 20131113 0001140361-13-042005.hdr.sgml : 20131113 20131113111317 ACCESSION NUMBER: 0001140361-13-042005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130930 FILED AS OF DATE: 20131113 DATE AS OF CHANGE: 20131113 EFFECTIVENESS DATE: 20131113 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: 131213237 BUSINESS ADDRESS: STREET 1: 201 NORTH CIVIC CENTER DRIVE, SUITE 190 CITY: WALNUT CREEK STATE: CA ZIP: 94596 BUSINESS PHONE: 9252745000 MAIL ADDRESS: STREET 1: 201 NORTH CIVIC CENTER DRIVE STREET 2: SUITE 190 CITY: WALNUT CREEK STATE: CA ZIP: 94596 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0000938506 XXXXXXXX 09-30-2013 09-30-2013 INSIGHT CAPITAL RESEARCH & MANAGEMENT INC

201 NORTH CIVIC CENTER DRIVE SUITE 190 WALNUT CREEK CA 94596

13F HOLDINGS REPORT 028-04736 N James O. Collins 925-948-2000 James O. Collins Walnut Creek CA 11-12-2013 0 169 413024 false INFORMATION TABLE 2 form13fInfoTable.xml 3M COMPANY cs 88579Y101 662 5259 SH SOLE n/a 180 0 5079 8X8 INC cs 282914100 6826 596654 SH SOLE n/a 443227 0 153427 ABBVIE INC cs 00287Y109 1303 26903 SH SOLE n/a 880 0 26023 ACADIA PHARMACEUTICALS INC cs 004225108 2946 129657 SH SOLE n/a 85453 0 44204 ACTAVIS INC cs G0083B108 2281 14757 SH SOLE n/a 496 0 14261 AEGERION PHARMACEUTICALS INC cs 00767E102 200 2412 SH SOLE n/a 22 0 2390 AFFILIATED MANAGERS GROUP cs 008252108 409 2069 SH SOLE n/a 864 0 1205 ALKERMES PLC cs G01767105 3654 103828 SH SOLE n/a 76830 0 26998 ALLIANCE DATA SYSTEMS CORP cs 018581108 760 3206 SH SOLE n/a 1636 0 1570 AMAZON.COM INC cs 023135106 2608 7164 SH SOLE n/a 1145 0 6019 AMERICAN AXLE & MFG HOLDINGS cs 024061103 7698 413641 SH SOLE n/a 274175 0 139466 AMERICAN EXPRESS CO COM cs 025816109 1365 16690 SH SOLE n/a 562 0 16128 AMERIPRISE FINANCIAL INC cs 03076C106 561 5577 SH SOLE n/a 3449 0 2128 AMGEN INC COM cs 031162100 2841 24460 SH SOLE n/a 825 0 23635 APPLE INC cs 037833100 5290 10121 SH SOLE n/a 1866 0 8255 ARKANSAS BEST CORP cs 040790107 5317 194250 SH SOLE n/a 143726 0 50524 ARTHUR J GALLAGHER & CO cs 363576109 304 6416 SH SOLE n/a 2687 0 3729 AT & T cs 00206R102 1545 42684 SH SOLE n/a 1442 0 41242 B/E AEROSPACE INC cs 073302101 3132 38590 SH SOLE n/a 10295 0 28295 BANK OF THE OZARKS INC cs 063904106 355 7166 SH SOLE n/a 3003 0 4163 BAXTER INTERNATIONAL INC. cs 071813109 1096 16644 SH SOLE n/a 541 0 16103 BERKSHIRE HATHAWAY - BLK CEDEA cs 084670702 230 2000 SH SOLE n/a 2000 0 0 BOEING CO COM cs 097023105 1636 12535 SH SOLE n/a 419 0 12116 BONANZA CREEK ENERGY INC cs 097793103 7756 153461 SH SOLE n/a 95827 0 57634 BUFFALO WILD WINGS cs 119848109 5098 35755 SH SOLE n/a 26025 0 9730 CABOT OIL & GAS CORP cs 127097103 197 5578 SH SOLE n/a 0 0 5578 CAESARSTONE SDOT-YAM LTD cs M20598104 3570 84669 SH SOLE n/a 58637 0 26032 CALLIDUS SOFTWARE INC cs 13123E500 821 79363 SH SOLE n/a 33474 0 45889 CARRIZO OIL & GAS INC cs 144577103 13255 302249 SH SOLE n/a 201877 0 100372 CATAMARAN CORP cs 148887102 600 12778 SH SOLE n/a 6487 0 6291 CHIPOTLE MEXICAN GRILL INC Cl A cs 169656105 1283 2435 SH SOLE n/a 1249 0 1186 CIGNA CORP cs 125509109 213 2762 SH SOLE n/a 0 0 2762 COCA-COLA COMPANY cs 191216100 2011 50814 SH SOLE n/a 6379 0 44435 COLGATE PALMOLIVE CO COM cs 194162103 829 12804 SH SOLE n/a 422 0 12382 COMCAST HOLDINGS CORP CL A cs 20030N101 871 18302 SH SOLE n/a 595 0 17707 COMMVAULT SYSTEMS INC cs 204166102 1141 14608 SH SOLE n/a 10794 0 3814 CONCHO RESOURCES INC cs 20605P101 1723 15577 SH SOLE n/a 526 0 15051 CONCUR TECHNOLOGIES INC COM cs 206708109 646 6173 SH SOLE n/a 3152 0 3021 CORNERSTONE ONDEMAND INC cs 21925Y103 7090 149663 SH SOLE n/a 95686 0 53977 COSTAR GROUP INC cs 22160N109 3252 18376 SH SOLE n/a 12744 0 5632 COSTCO WHSL CORP NEW COM cs 22160K105 424 3596 SH SOLE n/a 120 0 3476 CUBIST PHARMACEUTICALS cs 229678107 926 14932 SH SOLE n/a 8152 0 6780 CVR ENERGU INC. COM cs 12662P108 4 100 SH SOLE n/a 100 0 0 DEERE & CO COM cs 244199105 1767 21595 SH SOLE n/a 728 0 20867 DIGITALGLOBE INC cs 25389M877 2446 76881 SH SOLE n/a 56992 0 19889 DRILL-QUIP INC cs 262037104 7565 64426 SH SOLE n/a 45933 0 18493 DU PONT E I DE NEMOURS & CO COM cs 263534109 877 14324 SH SOLE n/a 468 0 13856 E*TRADE FINANCIAL CORP cs 269246401 88 5191 SH SOLE n/a 0 0 5191 EAGLE MATERIALS INC cs 26969P108 455 6068 SH SOLE n/a 2524 0 3544 EBAY INC cs 278642103 764 14496 SH SOLE n/a 483 0 14013 EMC CORP MASS cs 268648102 863 35857 SH SOLE n/a 1166 0 34691 EMERSON ELECT CO COM cs 291011104 492 7353 SH SOLE n/a 240 0 7113 ENDOLOGIX INC cs 29266S106 5523 305629 SH SOLE n/a 229619 0 76010 ENERGY TRANSFER PARTNERS LP cs 29273R109 0 0 SH SOLE n/a 0 0 0 ENVESTNET INC cs 29404K106 5464 150522 SH SOLE n/a 111354 0 39168 EOG RESOURCES INC cs 26875P101 2391 13404 SH SOLE n/a 2022 0 11382 EXPRESS SCRIPTS HLDG CO cs 30219G108 173 2770 SH SOLE n/a 0 0 2770 FACEBOOK INC cs 30303M102 2577 51332 SH SOLE n/a 8684 0 42648 FEI COMPANY cs 30241L109 6549 73516 SH SOLE n/a 54453 0 19063 FIFTH & PACIFIC COS INC cs 316645100 238 8987 SH SOLE n/a 0 0 8987 FINISAR CORPORATION cs 31787A507 8730 379478 SH SOLE n/a 265036 0 114442 FINISH LINE INC cs 317923100 96 3844 SH SOLE n/a 3257 0 587 FLOTEK INDUSTRIES INC cs 343389102 5115 239263 SH SOLE n/a 177010 0 62253 FORD MOTOR CO cs 345370860 925 54064 SH SOLE n/a 20271 0 33793 GENESEE & WYOMING INC-CL A cs 371559105 266 2661 SH SOLE n/a 2255 0 406 GILEAD SCIENCES INC. cs 375558103 2679 37635 SH SOLE n/a 6771 0 30864 GOLAR LNG LTD cs G9456A100 162 4371 SH SOLE n/a 3703 0 668 GOLDMAN SACHS GRP INC cs 38141G104 343 2135 SH SOLE n/a 0 0 2135 GOODYEAR TIRE & RUBBER CO cs 382550101 3718 177289 SH SOLE n/a 126002 0 51287 GOOGLE INC. cs 38259P508 3918 3802 SH SOLE n/a 494 0 3308 GREENBRIER COMPANIES cs 393657101 115 4337 SH SOLE n/a 3676 0 661 GROUPON INC cs 399473107 374 40932 SH SOLE n/a 225 0 40707 HALLIBURTON CO cs 406216101 6 109 SH SOLE n/a 109 0 0 HARMAN INTERNATIONAL cs 413086109 2559 31580 SH SOLE n/a 15365 0 16215 HEARTLAND PMT SYS INC COM cs 42235N108 9491 234638 SH SOLE n/a 170131 0 64507 HEICO CORP cs 422806109 4036 75329 SH SOLE n/a 55694 0 19635 HEXCEL CORP cs 428291108 3956 93512 SH SOLE n/a 70150 0 23362 HIGHWOODS PROPERTIES INC cs 431284108 2203 57075 SH SOLE n/a 42335 0 14740 HONEYWELL INTL INC. cs 438516106 435 5014 SH SOLE n/a 165 0 4849 HORNBECK OFFSHORE cs 440543106 716 12952 SH SOLE n/a 5406 0 7546 ICON PLC cs G4705A100 8157 201467 SH SOLE n/a 149577 0 51890 IDEXX LABORATORIES INC cs 45168D104 376 3482 SH SOLE n/a 1451 0 2031 INFOBLOX INC cs 45672H104 7440 167369 SH SOLE n/a 114703 0 52666 INTEL CORPORATION cs 458140100 889 36322 SH SOLE n/a 1201 0 35121 INTL BUS MACHINES cs 459200101 2659 14839 SH SOLE n/a 1596 0 13243 JAZZ PHARMACEUTICALS INC cs G50871105 10732 118277 SH SOLE n/a 75148 0 43129 JOHNSON & JOHNSON cs 478160104 2546 27496 SH SOLE n/a 3550 0 23946 JOHNSON CONTROLS cs 478366107 2111 45746 SH SOLE n/a 1603 0 44143 KAPSTONE PAPER AND PACKAGING cs 48562P103 5899 113538 SH SOLE n/a 84039 0 29499 KERYX BIOPHARMACEUTICALS cs 492515101 15110 1459938 SH SOLE n/a 1001474 0 458464 LAZARD LTD-CL A cs G54050102 277 7160 SH SOLE n/a 3480 0 3680 LEAR CORP cs 521865204 1754 22665 SH SOLE n/a 764 0 21901 LIGAND PHARMACEUTICALS-CL B cs 53220K504 120 2314 SH SOLE n/a 595 0 1719 LINKEDIN CORP cs 53578A108 679 3037 SH SOLE n/a 741 0 2296 MASTEC INC cs 576323109 4198 131299 SH SOLE n/a 97330 0 33969 MASTERCARD INC COM cs 57636Q104 4117 5741 SH SOLE n/a 776 0 4965 MATADOR RESOURCES CO cs 576485205 7334 398348 SH SOLE n/a 272928 0 125420 MCDONALDS CORP cs 580135101 1104 11440 SH SOLE n/a 400 0 11040 MEDIDATA SOLUTIONS INC cs 58471A105 1124 10191 SH SOLE n/a 5174 0 5017 METHODE ELECTRONICS INC cs 591520200 7322 286256 SH SOLE n/a 212353 0 73903 MGIC INVESTMENT CORP cs 552848103 8507 1045037 SH SOLE n/a 656844 0 388193 MGM RESORTS INTERNATIONAL cs 552953101 3303 173486 SH SOLE n/a 46837 0 126649 MICHAEL KORS HL cs G60754101 2709 35206 SH SOLE n/a 5453 0 29753 MICROSOFT CORPORATION cs 594918104 2036 57517 SH SOLE n/a 8317 0 49200 MSCI INC cs 55354G100 280 6863 SH SOLE n/a 2881 0 3982 NAVIOS MARITIME HOLDINGS INC cs Y62196103 914 129132 SH SOLE n/a 58580 0 70552 NCR CORP cs 62886E108 418 11436 SH SOLE n/a 4781 0 6655 NETFLIX INC cs 64110L106 780 2420 SH SOLE n/a 1225 0 1195 NETSUITE INC cs 64118Q107 385 3819 SH SOLE n/a 21 0 3798 NEXTERA ENERGY INC cs 65339F101 839 9896 SH SOLE n/a 3695 0 6201 NIKE INC. cs 654106103 2439 32188 SH SOLE n/a 5404 0 26784 NPS PHARMACEUTICALS INC cs 62936P103 7433 258274 SH SOLE n/a 169361 0 88913 NU SKIN ENT INC cs 67018T105 1959 16752 SH SOLE n/a 8615 0 8137 ORACLE SYSTEMS CORP cs 68389X105 1291 38552 SH SOLE n/a 1127 0 37425 PACKAGING CORP OF AMERICA cs 695156109 3274 52573 SH SOLE n/a 13041 0 39532 PACWEST BANCORP cs 695263103 3967 104256 SH SOLE n/a 78086 0 26170 PATTERSON COS INC cs 703395103 706 16600 SH SOLE n/a 8470 0 8130 PEPSICO INC COM cs 713448108 2209 26268 SH SOLE n/a 4987 0 21281 PIONEER NAT RES COM cs 723787107 863 4216 SH SOLE n/a 144 0 4072 POLARIS INDUSTRIES cs 731068102 1461 11157 SH SOLE n/a 5561 0 5596 PRAXAIR INC COM cs 74005P104 1298 10405 SH SOLE n/a 341 0 10064 PRIMORIS SERVICES CORP cs 74164F103 485 18622 SH SOLE n/a 0 0 18622 PROCTER & GAMBLE CO cs 742718109 1614 19986 SH SOLE n/a 673 0 19313 QUALCOMM INC cs 747525103 2462 35430 SH SOLE n/a 1937 0 33493 QUESTCOR PHARM INC cs 74835Y101 346 5637 SH SOLE n/a 0 0 5637 RADIAN GROUP INC cs 750236101 265 18183 SH SOLE n/a 0 0 18183 ROSS STORES INC COM cs 778296103 215 2777 SH SOLE n/a 2357 0 420 RYDER SYSTEM INC. cs 783549108 476 7229 SH SOLE n/a 3014 0 4215 SANTARUS INC cs 802817304 3856 165298 SH SOLE n/a 122344 0 42954 SCHLUMBERGER LTD cs 806857108 1996 21301 SH SOLE n/a 5097 0 16204 SINA CORP cs G81477104 969 11591 SH SOLE n/a 4607 0 6984 SOHU.COM INC cs 83408W103 190 2834 SH SOLE n/a 26 0 2808 SOLARCITY CORP cs 83416T100 329 6172 SH SOLE n/a 0 0 6172 SOTHEBY`S cs 835898107 4010 77266 SH SOLE n/a 57151 0 20115 SPS COMMERCE INC cs 78463M107 778 11419 SH SOLE n/a 4813 0 6606 STARBUCKS CORP COM cs 855244109 162 2000 SH SOLE n/a 2000 0 0 STATE STREET CORP cs 857477103 1990 28404 SH SOLE n/a 956 0 27448 STERIS CORP cs 859152100 1012 22400 SH SOLE n/a 21650 0 750 SUNEDISON, INC. cs 86732Y109 5384 578938 SH SOLE n/a 428162 0 150776 SUNPOWER CORPORATION cs 867652406 4332 143409 SH SOLE n/a 87859 0 55550 SUPERVALU INC cs 868536103 183 25990 SH SOLE n/a 241 0 25749 SYNAPTICS INC cs 87157D109 3836 82526 SH SOLE n/a 61095 0 21431 TENNECO AUTOMOTIVE INC COM cs 880349105 3225 60767 SH SOLE n/a 44979 0 15788 THE HOME DEPOT, INC. cs 437076102 2275 29214 SH SOLE n/a 5201 0 24013 TRIUMPH GROUP INC cs 896818101 212 2953 SH SOLE n/a 2553 0 400 TRULIA INC cs 897888103 64 1610 SH SOLE n/a 0 0 1610 TYLER TECHNOLGIES I COM cs 902252105 9470 97922 SH SOLE n/a 68657 0 29265 UNION PACIFIC CORPORATION COM cs 907818108 1338 8836 SH SOLE n/a 1790 0 7046 UNITED NATIONAL FOODS INC cs 911163103 4163 58260 SH SOLE n/a 42987 0 15273 UNITED PARCEL SERVICE, INC. cs 911312106 705 7179 SH SOLE n/a 246 0 6933 UNITED TECHNOLOGIES CORP cs 913017109 1286 12101 SH SOLE n/a 1982 0 10119 USG CORP COM cs 903293405 147 5377 SH SOLE n/a 4554 0 823 VALEANT PHARMACEUTICALS INTL. cs 91911K102 610 5766 SH SOLE n/a 14 0 5752 VERIZON COMMUN cs 92343V104 1878 37183 SH SOLE n/a 1255 0 35928 VERTEX PHARMACEUTICALS INC cs 92532F100 86 1209 SH SOLE n/a 1025 0 184 VISA INC cs 92826C839 1447 7359 SH SOLE n/a 987 0 6372 VISTEON CORP cs 92839U206 6176 80117 SH SOLE n/a 59500 0 20617 WABTEC CORP cs 929740108 461 7078 SH SOLE n/a 2959 0 4119 WAGEWORKS INC cs 930427109 6871 134178 SH SOLE n/a 93287 0 40891 WALGREEN CO cs 931422109 1722 29076 SH SOLE n/a 983 0 28093 WALMART STORES INC COM cs 931142103 1412 18398 SH SOLE n/a 3124 0 15274 WALT DISNEY CO/THE cs 254687106 1566 22830 SH SOLE n/a 4449 0 18381 WASTE CONNECTIONS INC cs 941053100 626 14648 SH SOLE n/a 6094 0 8554 WEBMD HEALTH CORP cs 94770V102 431 12230 SH SOLE n/a 2260 0 9970 WHITING PETROLEUM CORP cs 966387102 983 14703 SH SOLE n/a 8083 0 6620 WHOLE FOODS MARKET INC cs 966837106 431 6830 SH SOLE n/a 229 0 6601 WORKDAY INC-CLASS A cs 98138H101 1110 14829 SH SOLE n/a 486 0 14343 WYNN RESORTS LTD cs 983134107 1796 10800 SH SOLE n/a 363 0 10437 YELP INC cs 985817105 3820 56389 SH SOLE n/a 35075 0 21314