0001140361-14-006481.txt : 20140212 0001140361-14-006481.hdr.sgml : 20140212 20140212172943 ACCESSION NUMBER: 0001140361-14-006481 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140212 DATE AS OF CHANGE: 20140212 EFFECTIVENESS DATE: 20140212 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: 14601610 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 12-31-2013 12-31-2013 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 02-12-2014 0 139 446009 false INFORMATION TABLE 2 form13fInfoTable.xml 3M COMPANY cs 88579Y101 740 5279 SH SOLE n/a 200 0 5079 8X8 INC cs 282914100 5346 526660 SH SOLE n/a 428479 0 98181 ABBVIE INC cs 00287Y109 1426 27002 SH SOLE n/a 979 0 26023 ACADIA PHARMACEUTICALS INC cs 004225108 2868 114775 SH SOLE n/a 85934 0 28841 ACTAVIS INC cs G0083B108 2464 14668 SH SOLE n/a 529 0 14139 AFFILIATED MANAGERS GROUP cs 008252108 404 1863 SH SOLE n/a 781 0 1082 ALIGN TECHNOLOGY INC cs 016255101 2653 46437 SH SOLE n/a 34549 0 11888 ALKERMES PLC cs G01767105 4190 103046 SH SOLE n/a 77387 0 25659 ALLIANCE DATA SYSTEMS CORP cs 018581108 775 2948 SH SOLE n/a 1532 0 1416 AMAZON.COM INC cs 023135106 2786 6986 SH SOLE n/a 1158 0 5828 AMERICAN EXPRESS CO COM cs 025816109 1518 16733 SH SOLE n/a 605 0 16128 AMERIPRISE FINANCIAL INC cs 03076C106 2033 17673 SH SOLE n/a 7216 0 10457 AMERISOURCEBERGEN CORP cs 03073E105 1931 27464 SH SOLE n/a 2794 0 24670 AMGEN INC COM cs 031162100 2786 24425 SH SOLE n/a 882 0 23543 AMIRA NATURAL FOODS LTD. cs G0335L102 804 51015 SH SOLE n/a 21058 0 29957 ANACOR PHARMACEUTICALS INC cs 032420101 3264 194493 SH SOLE n/a 134856 0 59637 APPLE INC cs 037833100 6066 10813 SH SOLE n/a 1886 0 8927 ARKANSAS BEST CORP cs 040790107 8551 253878 SH SOLE n/a 172305 0 81573 ARTHUR J GALLAGHER & CO cs 363576109 283 6026 SH SOLE n/a 2681 0 3345 B/E AEROSPACE INC cs 073302101 3648 41915 SH SOLE n/a 10318 0 31597 BANK OF THE OZARKS INC cs 063904106 365 6451 SH SOLE n/a 2719 0 3732 BERKSHIRE HATHAWAY - BLK CEDEA cs 084670702 237 2000 SH SOLE n/a 2000 0 0 BITAUTO HOLDINGS LTD-ADR cs 091727107 7288 228043 SH SOLE n/a 155146 0 72897 BOEING CO COM cs 097023105 1716 12569 SH SOLE n/a 453 0 12116 BOFI HOLDING INC cs 05566U108 4424 56401 SH SOLE n/a 42191 0 14210 BONANZA CREEK ENERGY INC cs 097793103 6534 150309 SH SOLE n/a 96081 0 54228 BUFFALO WILD WINGS cs 119848109 5302 36022 SH SOLE n/a 26108 0 9914 CAESARSTONE SDOT-YAM LTD cs M20598104 7534 151676 SH SOLE 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18858 DRILL-QUIP INC cs 262037104 6979 63485 SH SOLE n/a 46086 0 17399 DU PONT E I DE NEMOURS & CO COM cs 263534109 934 14375 SH SOLE n/a 519 0 13856 EBAY INC cs 278642103 798 14550 SH SOLE n/a 537 0 14013 EMERSON ELECT CO COM cs 291011104 516 7353 SH SOLE n/a 240 0 7113 ENDOLOGIX INC cs 29266S106 4778 273954 SH SOLE n/a 222577 0 51377 ENVESTNET INC cs 29404K106 6004 148990 SH SOLE n/a 111795 0 37195 EOG RESOURCES INC cs 26875P101 2212 13178 SH SOLE n/a 2053 0 11125 EURONET WORLDWIDE INC cs 298736109 4467 93364 SH SOLE n/a 69857 0 23507 EVERCORE PARTNERS INC-CL A cs 29977A105 4645 77701 SH SOLE n/a 58169 0 19532 FEI COMPANY cs 30241L109 6528 73049 SH SOLE n/a 54753 0 18296 FINISAR CORPORATION cs 31787A507 7886 329696 SH SOLE n/a 257244 0 72452 FLOTEK INDUSTRIES INC cs 343389102 4229 210710 SH SOLE n/a 171584 0 39126 GENESEE & WYOMING INC-CL A cs 371559105 253 2630 SH SOLE n/a 2224 0 406 GLACIER BANCORP INC cs 37637Q105 4238 142267 SH SOLE n/a 106506 0 35761 GOODYEAR TIRE & RUBBER CO cs 382550101 4165 174632 SH SOLE n/a 126411 0 48221 GOOGLE INC. cs 38259P508 4142 3696 SH SOLE n/a 499 0 3197 HARMAN INTERNATIONAL cs 413086109 5007 61169 SH SOLE n/a 16218 0 44951 HEARTLAND PMT SYS INC COM cs 42235N108 11550 231740 SH SOLE n/a 170826 0 60914 HEICO CORP cs 422806109 4337 74835 SH SOLE n/a 55984 0 18851 HEXCEL CORP cs 428291108 7022 157131 SH SOLE n/a 117394 0 39737 HONEYWELL INTL INC. cs 438516106 458 5014 SH SOLE n/a 165 0 4849 HORNBECK OFFSHORE cs 440543106 578 11740 SH SOLE n/a 4987 0 6753 ICON PLC cs G4705A100 7234 178981 SH SOLE n/a 145420 0 33561 IDEXX LABORATORIES INC cs 45168D104 348 3268 SH SOLE n/a 1445 0 1823 INCYTE CORP cs 45337C102 1804 35631 SH SOLE n/a 1284 0 34347 INTERCONTINENTALEXCHANGE GRO cs 45866F104 4616 20524 SH SOLE n/a 3982 0 16542 INTL BUS MACHINES cs 459200101 2601 13866 SH SOLE n/a 1625 0 12241 INTUIT INC. cs 461202103 2373 31088 SH SOLE n/a 2797 0 28291 ITT CORP cs 450911201 786 18102 SH SOLE n/a 9512 0 8590 JAZZ PHARMACEUTICALS INC cs G50871105 5889 46533 SH SOLE n/a 31640 0 14893 JOHNSON & JOHNSON cs 478160104 2376 25945 SH SOLE n/a 3619 0 22326 JOHNSON CONTROLS cs 478366107 2341 45632 SH SOLE n/a 1711 0 43921 KAPSTONE PAPER AND PACKAGING cs 48562P103 6276 112352 SH SOLE n/a 84332 0 28020 KERYX BIOPHARMACEUTICALS cs 492515101 11133 859672 SH SOLE n/a 617211 0 242461 LAS VEGAS SANDS CORP. cs 517834107 1271 16110 SH SOLE n/a 6783 0 9327 LAZARD LTD-CL A MLP G54050102 297 6548 SH SOLE n/a 3437 0 3111 LEAR CORP cs 521865204 1832 22621 SH SOLE n/a 816 0 21805 LINKEDIN CORP cs 53578A108 407 1879 SH SOLE n/a 752 0 1127 MAGNUM HUNTER RESOURCES CORP cs 55973B102 905 123871 SH SOLE n/a 48751 0 75120 MASTEC INC cs 576323109 4257 130089 SH SOLE n/a 97806 0 32283 MASTERCARD INC COM cs 57636Q104 4704 5631 SH SOLE n/a 787 0 4844 MATADOR RESOURCES CO cs 576485205 7264 389679 SH SOLE n/a 273595 0 116084 MCDONALDS CORP cs 580135101 1114 11484 SH SOLE n/a 444 0 11040 MEDIDATA SOLUTIONS INC cs 58471A105 10012 165486 SH SOLE n/a 112154 0 53332 METHODE ELECTRONICS INC cs 591520200 6521 190714 SH SOLE n/a 133524 0 57190 MGIC INVESTMENT CORP cs 552848103 7633 904431 SH SOLE n/a 604430 0 300001 MGM RESORTS INTERNATIONAL cs 552953101 4237 180143 SH SOLE n/a 46258 0 133885 MICHAEL KORS HL cs G60754101 2956 36405 SH SOLE n/a 7138 0 29267 MICROSOFT CORPORATION cs 594918104 2119 56650 SH SOLE n/a 8489 0 48161 MSCI INC cs 55354G100 282 6439 SH SOLE n/a 2870 0 3569 NAVIOS MARITIME HOLDINGS INC cs Y62196103 2357 211227 SH SOLE n/a 88964 0 122263 NCR CORP cs 62886E108 363 10647 SH SOLE n/a 4795 0 5852 NETFLIX INC cs 64110L106 845 2294 SH SOLE n/a 1215 0 1079 NEXTERA ENERGY INC cs 65339F101 800 9347 SH SOLE n/a 3704 0 5643 NU SKIN ENT INC cs 67018T105 2589 18728 SH SOLE n/a 8553 0 10175 PACIRA PHARMACEUTICALS INC cs 695127100 1668 29013 SH SOLE n/a 13200 0 15813 PACKAGING CORP OF AMERICA cs 695156109 2632 41599 SH SOLE n/a 6527 0 35072 PACWEST BANCORP cs 695263103 6144 145514 SH SOLE n/a 97072 0 48442 PATTERSON COS INC cs 703395103 650 15781 SH SOLE n/a 8430 0 7351 PEPSICO INC COM cs 713448108 2130 25682 SH SOLE n/a 5052 0 20630 PIONEER NAT RES COM cs 723787107 779 4233 SH SOLE n/a 161 0 4072 POLARIS INDUSTRIES cs 731068102 1764 12111 SH SOLE n/a 5536 0 6575 PRAXAIR INC COM cs 74005P104 1358 10445 SH SOLE n/a 381 0 10064 QUALCOMM INC cs 747525103 3077 41439 SH SOLE n/a 7456 0 33983 ROSS STORES INC COM cs 778296103 208 2775 SH SOLE n/a 2355 0 420 RYDER SYSTEM INC. cs 783549108 503 6811 SH SOLE n/a 3029 0 3782 SCHLUMBERGER LTD cs 806857108 1846 20490 SH SOLE n/a 4977 0 15513 SINA CORP cs G81477104 2633 31256 SH SOLE n/a 5428 0 25828 SKECHERS USA INC-CL A cs 830566105 7108 214561 SH SOLE n/a 151087 0 63474 SOTHEBY`S cs 835898107 9758 183416 SH SOLE n/a 122672 0 60744 SOUFUN HOLDINGS LTD-ADR cs 836034108 2863 34736 SH SOLE n/a 5437 0 29299 SPIRIT AIRLINES INC cs 848577102 4136 91082 SH SOLE n/a 67875 0 23207 SPS COMMERCE INC cs 78463M107 744 11397 SH SOLE n/a 4812 0 6585 STATE STREET CORP cs 857477103 2083 28376 SH SOLE n/a 1019 0 27357 STERIS CORP cs 859152100 1081 22500 SH SOLE n/a 21750 0 750 SUNEDISON, INC. cs 86732Y109 9213 705987 SH SOLE n/a 456943 0 249044 SYNAPTICS INC cs 87157D109 4234 81730 SH SOLE n/a 61373 0 20357 TENNECO AUTOMOTIVE INC COM cs 880349105 3411 60300 SH SOLE n/a 45292 0 15008 THE HOME DEPOT, INC. cs 437076102 2742 33302 SH SOLE n/a 5235 0 28067 TRIUMPH GROUP INC cs 896818101 218 2872 SH SOLE n/a 2472 0 400 TYLER TECHNOLGIES I COM cs 902252105 10153 99413 SH SOLE n/a 68647 0 30766 ULTIMATE SOFTWARE GROUP INC cs 90385D107 3619 23619 SH SOLE n/a 19196 0 4423 UNION PACIFIC CORPORATION COM cs 907818108 749 4457 SH SOLE n/a 166 0 4291 UNITED NATIONAL FOODS INC cs 911163103 4275 56700 SH SOLE n/a 42180 0 14520 UNITED PARCEL SERVICE, INC. cs 911312106 757 7207 SH SOLE n/a 274 0 6933 UNITED TECHNOLOGIES CORP cs 913017109 1353 11889 SH SOLE n/a 2018 0 9871 VISA INC cs 92826C839 1424 6393 SH SOLE n/a 1010 0 5383 VISTEON CORP cs 92839U206 6494 79301 SH SOLE n/a 59702 0 19599 WABTEC CORP cs 929740108 494 6650 SH SOLE n/a 2957 0 3693 WAGEWORKS INC cs 930427109 10408 175107 SH SOLE n/a 110990 0 64117 WALGREEN CO cs 931422109 1674 29140 SH SOLE n/a 1047 0 28093 WALMART STORES INC COM cs 931142103 871 11073 SH SOLE n/a 417 0 10656 WALT DISNEY CO/THE cs 254687106 1703 22290 SH SOLE n/a 4507 0 17783 WASTE CONNECTIONS INC cs 941053100 599 13734 SH SOLE n/a 6083 0 7651 WHOLE FOODS MARKET INC cs 966837106 395 6830 SH SOLE n/a 229 0 6601 WORKDAY INC-CLASS A cs 98138H101 1238 14885 SH SOLE n/a 542 0 14343 WYNN RESORTS LTD cs 983134107 3187 16412 SH SOLE n/a 2758 0 13654