0001140361-14-019518.txt : 20140508 0001140361-14-019518.hdr.sgml : 20140508 20140508140442 ACCESSION NUMBER: 0001140361-14-019518 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140508 DATE AS OF CHANGE: 20140508 EFFECTIVENESS DATE: 20140508 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: 14824236 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 03-31-2014 03-31-2014 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 05-07-2014 0 124 433866 false INFORMATION TABLE 2 form13fInfoTable.xml 3M COMPANY cs 88579Y101 761 5607 SH SOLE n/a 228 0 5379 ABBVIE INC cs 00287Y109 1503 29248 SH SOLE n/a 1106 0 28142 ACADIA PHARMACEUTICALS INC cs 004225108 2791 114725 SH SOLE n/a 85044 0 29681 ADOBE SYSTEMS INC cs 00724F101 1374 20900 SH SOLE n/a 0 0 20900 AFFILIATED MANAGERS GROUP cs 008252108 365 1825 SH SOLE n/a 862 0 963 AK STEEL HOLDING CORP cs 001547108 941 130297 SH SOLE n/a 46402 0 83895 ALCOA INC cs 013817101 3144 244251 SH SOLE n/a 34502 0 209749 ALEXION PHARMA INC cs 015351109 3240 21298 SH SOLE n/a 4755 0 16543 ALIGN TECHNOLOGY INC cs 016255101 2445 47210 SH SOLE n/a 34980 0 12230 ALLIANCE DATA SYSTEMS CORP cs 018581108 791 2905 SH SOLE n/a 1623 0 1282 AMAZON.COM INC cs 023135106 2477 7364 SH SOLE n/a 1100 0 6264 AMERICAN EXPRESS CO COM cs 025816109 1632 18124 SH SOLE n/a 684 0 17440 AMERISOURCEBERGEN CORP cs 03073E105 1929 29403 SH SOLE n/a 3015 0 26388 AMGEN INC COM cs 031162100 1531 12412 SH SOLE n/a 473 0 11939 ANACOR PHARMACEUTICALS INC cs 032420101 3763 188041 SH SOLE n/a 129329 0 58712 APPLE INC cs 037833100 3920 7304 SH SOLE n/a 1038 0 6266 ARKANSAS BEST CORP cs 040790107 7854 212563 SH SOLE n/a 151272 0 61291 ASPEN TECHNOLOGY INC COM cs 045327103 5042 119029 SH SOLE n/a 87161 0 31868 ASTRONICS CORP cs 046433108 5206 82108 SH SOLE n/a 60197 0 21911 AUXILIUM PHARMACEUTICALS INC cs 05334D107 5372 197647 SH SOLE n/a 140597 0 57050 AVAGO TECHNOLOGIES LTD cs Y0486S104 5249 81493 SH SOLE n/a 17774 0 63719 BAIDU INC cs 056752108 1626 10679 SH SOLE n/a 410 0 10269 BAKER HUGHES cs 057224107 4884 75108 SH SOLE n/a 15693 0 59415 BANK OF THE OZARKS INC cs 063904106 431 6327 SH SOLE n/a 3006 0 3321 BITAUTO HOLDINGS LTD-ADR cs 091727107 8764 244525 SH SOLE n/a 159480 0 85045 BOEING CO COM cs 097023105 1699 13536 SH SOLE n/a 511 0 13025 BOFI HOLDING INC cs 05566U108 4697 54770 SH SOLE n/a 40150 0 14620 CAESARSTONE SDOT-YAM LTD cs M20598104 7371 135548 SH SOLE n/a 91152 0 44396 CALAMP CORP cs 128126109 7001 251207 SH SOLE n/a 178099 0 73108 CANADIAN SOLAR INC cs 136635109 5319 166008 SH SOLE n/a 110604 0 55404 CARRIZO OIL & GAS INC cs 144577103 1100 20571 SH SOLE n/a 8885 0 11686 CHIPOTLE MEXICAN GRILL INC Cl A cs 169656105 545 959 SH SOLE n/a 516 0 443 COGNEX CORP cs 192422103 2543 75092 SH SOLE n/a 55018 0 20074 COMCAST HOLDINGS CORP CL A cs 20030N101 2967 59298 SH SOLE n/a 6432 0 52866 COSTAR GROUP INC cs 22160N109 306 1640 SH SOLE n/a 783 0 857 COSTCO WHSL CORP NEW COM cs 22160K105 439 3932 SH SOLE n/a 156 0 3776 CUBIST PHARMACEUTICALS cs 229678107 674 9213 SH SOLE n/a 4328 0 4885 DELTA AIRLINES INC cs 247361702 1780 51378 SH SOLE n/a 22840 0 28538 DEMANDWARE INC cs 24802Y105 4335 67669 SH SOLE n/a 49635 0 18034 DEPOMED INC cs 249908104 673 46435 SH SOLE n/a 20307 0 26128 DEXCOM INC cs 252131107 4749 114821 SH SOLE n/a 84103 0 30718 DRILL-QUIP INC cs 262037104 6885 61421 SH SOLE n/a 43931 0 17490 DU PONT E I DE NEMOURS & CO COM cs 263534109 1030 15350 SH SOLE n/a 594 0 14756 E*TRADE FINANCIAL CORP cs 269246401 4092 177761 SH SOLE n/a 37647 0 140114 EMERSON ELECT CO COM cs 291011104 536 8023 SH SOLE n/a 310 0 7713 ENANTA PHARMACEUTICALS INC cs 29251M106 8272 206863 SH SOLE n/a 133265 0 73598 ENVESTNET INC cs 29404K106 5774 143706 SH SOLE n/a 105359 0 38347 EOG RESOURCES INC cs 26875P101 2712 13826 SH SOLE n/a 1958 0 11868 EQT CORP cs 26884L109 3628 37416 SH SOLE n/a 5889 0 31527 EURONET WORLDWIDE INC cs 298736109 3766 90541 SH SOLE n/a 66366 0 24175 EVERCORE PARTNERS INC-CL A cs 29977A105 6631 120011 SH SOLE n/a 87769 0 32242 FACEBOOK INC cs 30303M102 2238 37146 SH SOLE n/a 5928 0 31218 FEI COMPANY cs 30241L109 7298 70837 SH SOLE n/a 51988 0 18849 FINISAR CORPORATION cs 31787A507 9402 354663 SH SOLE n/a 253568 0 101095 GENESEE & WYOMING INC-CL A cs 371559105 254 2612 SH SOLE n/a 2206 0 406 GILEAD SCIENCES INC. cs 375558103 2480 34995 SH SOLE n/a 4843 0 30152 GOGO INC cs 38046C109 3381 164592 SH SOLE n/a 106930 0 57662 GOODYEAR TIRE & RUBBER CO cs 382550101 4386 167856 SH SOLE n/a 119382 0 48474 GOOGLE INC. cs 38259P508 4386 3935 SH SOLE n/a 481 0 3454 HALLIBURTON CO cs 406216101 908 15412 SH SOLE n/a 5486 0 9926 HEARTLAND PMT SYS INC COM cs 42235N108 8582 207040 SH SOLE n/a 151815 0 55225 HEICO CORP cs 422806109 4365 72559 SH SOLE n/a 53093 0 19466 HEXCEL CORP cs 428291108 6698 153831 SH SOLE n/a 113040 0 40791 HONEYWELL INTL INC. cs 438516106 506 5460 SH SOLE n/a 211 0 5249 ICON PLC cs G4705A100 4765 100202 SH SOLE n/a 73458 0 26744 IDEXX LABORATORIES INC cs 45168D104 377 3103 SH SOLE n/a 1474 0 1629 INCYTE CORP cs 45337C102 2247 41989 SH SOLE n/a 9454 0 32535 INTERCEPT PHARMACEUTICALS IN cs 45845P108 6902 20928 SH SOLE n/a 13583 0 7345 INTERCONTINENTALEXCHANGE GRO cs 45866F104 507 2564 SH SOLE n/a 1213 0 1351 INTL BUS MACHINES cs 459200101 1962 10193 SH SOLE n/a 395 0 9798 INTUIT INC. cs 461202103 2592 33345 SH SOLE n/a 3035 0 30310 ITT CORP cs 450911201 745 17424 SH SOLE n/a 9718 0 7706 JOHNSON & JOHNSON cs 478160104 1957 19922 SH SOLE n/a 768 0 19154 KAPSTONE PAPER AND PACKAGING cs 48562P103 6244 216497 SH SOLE n/a 158927 0 57570 KENNEDY-WILSON HOLDINGS INC cs 489398107 6305 280102 SH SOLE n/a 205287 0 74815 KERYX BIOPHARMACEUTICALS cs 492515101 10011 587504 SH SOLE n/a 415181 0 172323 LAZARD LTD-CL A mlp G54050102 280 5939 SH SOLE n/a 3370 0 2569 MASTERCARD INC COM cs 57636Q104 4448 59544 SH SOLE n/a 7511 0 52033 MATADOR RESOURCES CO cs 576485205 5853 239008 SH SOLE n/a 169114 0 69894 METHODE ELECTRONICS INC cs 591520200 5905 192598 SH SOLE n/a 127382 0 65216 MGIC INVESTMENT CORP cs 552848103 5559 652458 SH SOLE n/a 481032 0 171426 MGM RESORTS INTERNATIONAL cs 552953101 7456 288339 SH SOLE n/a 74216 0 214123 MICRON TECHNOLOGY INC cs 595112103 3951 166971 SH SOLE n/a 39253 0 127718 MICROSOFT CORPORATION cs 594918104 8008 195362 SH SOLE n/a 36927 0 158435 MSCI INC cs 55354G100 263 6106 SH SOLE n/a 2922 0 3184 NETFLIX INC cs 64110L106 3355 9530 SH SOLE n/a 2278 0 7252 NEXTERA ENERGY INC cs 65339F101 3670 38385 SH SOLE n/a 5381 0 33004 NUVASIVE INC cs 670704105 8310 216337 SH SOLE n/a 138201 0 78136 NXP SEMICONDUCTORS NV cs N6596X109 4283 72833 SH SOLE n/a 17145 0 55688 PACIRA PHARMACEUTICALS INC cs 695127100 7019 100283 SH SOLE n/a 65654 0 34629 PACKAGING CORP OF AMERICA cs 695156109 2146 30502 SH SOLE n/a 5728 0 24774 PENN VIRGINIA CORP cs 707882106 6042 345453 SH SOLE n/a 244448 0 101005 PRAXAIR INC COM cs 74005P104 1468 11205 SH SOLE n/a 433 0 10772 PROOFPOINT INC cs 743424103 5432 146481 SH SOLE n/a 103657 0 42824 PUMA BIOTECHNOLOGY INC cs 74587V107 525 5044 SH SOLE n/a 2814 0 2230 QUALCOMM INC cs 747525103 2602 32994 SH SOLE n/a 3309 0 29685 ROYAL CARIBBEAN CRUISES LTD cs V7780T103 5911 108339 SH SOLE n/a 29784 0 78555 RPC INC cs 749660106 1008 49358 SH SOLE n/a 21600 0 27758 SCHLUMBERGER LTD cs 806857108 1247 12791 SH SOLE n/a 492 0 12299 SILICON MOTION TECH cs 82706C108 2823 168261 SH SOLE n/a 119089 0 49172 SIMON PPTY GROUP INC NEW COM cs 828806109 2015 12288 SH SOLE n/a 476 0 11812 SOTHEBY`S cs 835898107 7095 162912 SH SOLE n/a 108259 0 54653 SPLUNK INC cs 848637104 698 9768 SH SOLE n/a 5566 0 4202 SUNEDISON, INC. cs 86732Y109 5868 311465 SH SOLE n/a 198368 0 113097 SYNAPTICS INC cs 87157D109 10603 176656 SH SOLE n/a 117657 0 58999 TESLA MOTORS, INC cs 88160R101 1415 6788 SH SOLE n/a 1215 0 5573 THE HOME DEPOT, INC. cs 437076102 1876 23707 SH SOLE n/a 925 0 22782 ULTIMATE SOFTWARE GROUP INC cs 90385D107 3508 25604 SH SOLE n/a 18776 0 6828 UNION PACIFIC CORPORATION COM cs 907818108 877 4674 SH SOLE n/a 183 0 4491 UNITED NATIONAL FOODS INC cs 911163103 3969 55969 SH SOLE n/a 40981 0 14988 UNITED PARCEL SERVICE, INC. cs 911312106 754 7747 SH SOLE n/a 314 0 7433 UNITED RENTALS cs 911363109 2282 24040 SH SOLE n/a 924 0 23116 UNITED TECHNOLOGIES CORP cs 913017109 1466 12550 SH SOLE n/a 1935 0 10615 VIACOM INC-CLASS B cs 92553P201 1802 21201 SH SOLE n/a 765 0 20436 VISA INC cs 92826C839 985 4562 SH SOLE n/a 178 0 4384 VISTEON CORP cs 92839U206 6818 77093 SH SOLE n/a 56919 0 20174 WABTEC CORP cs 929740108 488 6293 SH SOLE n/a 3001 0 3292 WALGREEN CO cs 931422109 2070 31348 SH SOLE n/a 1234 0 30114 WALT DISNEY CO/THE cs 254687106 1865 23286 SH SOLE n/a 4235 0 19051 WASTE CONNECTIONS INC cs 941053100 572 13032 SH SOLE n/a 6193 0 6839 WORKDAY INC-CLASS A cs 98138H101 1506 16467 SH SOLE n/a 613 0 15854 WYNN RESORTS LTD cs 983134107 3727 16777 SH SOLE n/a 2307 0 14470 YELP INC cs 985817105 7707 100182 SH SOLE n/a 66681 0 33501 ZELTIQ AESTHETICS INC cs 98933Q108 279 14230 SH SOLE n/a 7187 0 7043