TimesSquare Capital Management, LLC Q2 2022 Filing

Filed August 5, 2022

Portfolio Value

$7.2B

Holdings

189

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (189 positions)

#	Stock	Shares	Value	% Portfolio
1	CTLTEURCATALENT INC	1,293,950	$138.8M	1.94%
2	WCNWASTE CONNECTIONS INC	1,090,700	$135.2M	1.89%
3	PANWPALO ALTO NETWORKS INC	249,100	$123.0M	1.72%
4	RNRRENAISSANCERE HOLDINGS LTD.	737,200	$115.3M	1.61%
5	SBACSBA COMMUNICATIONS CORPORATION	346,335	$110.8M	1.55%
6	CITCINTAS CORPORATION	289,100	$108.0M	1.51%
7	ITGARTNER INCORPORATION	442,600	$107.0M	1.49%
8	ABGAMERISOURCEBERGEN CORPORATION	732,900	$103.7M	1.45%
9	POOLPOOL CORPORATION	281,320	$98.8M	1.38%
10	CRWDCrowdstrike Holdings Inc	551,525	$93.0M	1.30%
11	BCBRUNSWICK CORPORATION	1,342,400	$87.8M	1.22%
12	EMEEMCOR GROUP INC	742,095	$76.4M	1.07%
13	ORLYO'REILLY AUTOMOTIVE INC	119,700	$75.6M	1.05%
14	BAHBOOZ ALLEN HAMILTON INC	810,050	$73.2M	1.02%
15	TQJSIGNATURE BANK	403,850	$72.4M	1.01%
16	TRUTRANSUNION	901,200	$72.1M	1.01%
17	SNPSSYNOPSYS INC	231,580	$70.3M	0.98%
18	LNGCHENIERE ENERGY INC	520,100	$69.2M	0.96%
19	NSYNICE LIMITED	359,050	$69.1M	0.96%
20	WNSNWNS HOLDINGS LTD	923,150	$68.9M	0.96%
21	PCTYPAYLOCITY HOLDING CORPORATION	394,975	$68.9M	0.96%
22	RPRXROYALTY PHARMA PLC	1,607,800	$67.6M	0.94%
23	BJBJS WHSL CLUB HLDGS INC	1,078,940	$67.2M	0.94%
24	CPRTCOPART INC	618,700	$67.2M	0.94%
25	APHAMPHENOL CORP	1,040,500	$67.0M	0.93%
26	CHECHEMED CORPORATION	137,200	$64.4M	0.90%
27	ENQENTEGRIS INC	686,000	$63.2M	0.88%
28	MPWRMONOLITHIC PWR SYS	163,800	$62.9M	0.88%
29	CSLCARLISLE COMPANIES INC	257,100	$61.3M	0.86%
30	HZNPHORIZON THERAPEUTICS PLC	764,800	$61.0M	0.85%
31	MLMMARTIN MARIETTA MATERIALS INC	202,900	$60.7M	0.85%
32	LULULULULEMON ATHLETIC	221,200	$60.3M	0.84%
33	IBKRINTERACTIVE BROKERS GROUP INC	1,094,100	$60.2M	0.84%
34	ARGXARGENX SE	158,600	$60.1M	0.84%
35	SMARGBPSMARTSHEET INC	1,899,000	$59.7M	0.83%
36	MCHPMICROCHIP TECH INC	1,024,900	$59.5M	0.83%
37	ICLRICON PLC SHS	272,800	$59.1M	0.82%
38	PXDEURPIONEER NATURAL RESOURCES CO	262,900	$58.6M	0.82%
39	CWSTCASELLA WASTE SYSTEMS, INC.	776,902	$56.5M	0.79%
40	MRVLMARVELL TECHNOLOGY INC	1,289,130	$56.1M	0.78%
41	OLPXOLAPLEX HLDGS INC	3,907,300	$55.1M	0.77%
42	MTDRMATADOR RESOURCES COMPANY	1,180,250	$55.0M	0.77%
43	AMEAMETEK INC	500,200	$55.0M	0.77%
44	—LESLIES INC	3,606,834	$54.8M	0.76%
45	VRSKVERISK ANALYTICS INC	315,000	$54.5M	0.76%
46	NDAQNASDAQ INC	355,280	$54.2M	0.76%
47	DRVNDRIVEN BRANDS HOLDINGS INC	1,966,978	$54.2M	0.76%
48	HLNEHAMILTON LANE INC	785,510	$52.8M	0.74%
49	KEYSKEYSIGHT TECHNOLOGIES, INC.	382,400	$52.7M	0.74%
50	PCARPACCAR INC	626,400	$51.6M	0.72%
51	VEEVVEEVA SYSTEMS INC	260,000	$51.5M	0.72%
52	CRLCHARLES RIVER LABORATORIES INTL INC	238,204	$51.0M	0.71%
53	NVSTENVISTA HLDGS CORP	1,309,200	$50.5M	0.70%
54	NDSNNORDSON CORP	248,100	$50.2M	0.70%
55	EHCENCOMPASS HEALTH CORPORATION	876,500	$49.1M	0.69%
56	SSNCSS&C TECHNOLOGIES HLDGS INC	835,600	$48.5M	0.68%
57	EYENATIONAL VISION HOLDINGS INC	1,762,545	$48.5M	0.68%
58	VCVISTEON CORPORATION	467,875	$48.5M	0.68%
59	SAILEURSAILPOINT TECHNOLOGIES HOLDINGS INC	770,060	$48.3M	0.67%
60	ONTOONTO INNOVATION INC	686,150	$47.9M	0.67%
61	2JEFOCUS FINANCIAL PARTNERS INC	1,391,440	$47.4M	0.66%
62	VACMARRIOTT VACATIONS WORLDWIDE CORP	406,500	$47.2M	0.66%
63	ESTCELASTIC N V	695,300	$47.1M	0.66%
64	ITCIEURINTRA-CELLULAR THERAPIES INC	800,838	$45.7M	0.64%
65	CYBRCYBER-ARK SOFTWARE LIMITED	352,850	$45.2M	0.63%
66	PLNTPLANET FITNESS INCORPORATION	662,615	$45.1M	0.63%
67	CALYCALLAWAY GOLF CO	2,139,385	$43.6M	0.61%
68	FNDFLOOR AND DECOR HOLDING INCORPORATION	686,910	$43.2M	0.60%
69	BSYBENTLEY SYSTEMS INC	1,281,500	$42.7M	0.60%
70	HXLHEXCEL CORPORATION	806,385	$42.2M	0.59%
71	ASNDASCENDIS PHARMA A/S	449,650	$41.8M	0.58%
72	MTSIMACOM TECHNOLOGY SOLUTIONS HOLDINGS	897,010	$41.4M	0.58%
73	EXLSEXLSERVICE HLDGS I	278,830	$41.1M	0.57%
74	ZWSZURN WTR SOLUTIONS CORP	1,490,165	$40.6M	0.57%
75	SMPLSIMPLY GOOD FOODS COMPANY	1,067,704	$40.3M	0.56%
76	FLT1EURFLEETCOR TECHNOLOGIES INC	188,500	$39.6M	0.55%
77	HUBBHUBBELL INCORPORATED	220,700	$39.4M	0.55%
78	ALGMALLEGRO MICROSYSTEMS INC	1,879,190	$38.9M	0.54%
79	SYNASYNAPTICS INCORPORATED	329,345	$38.9M	0.54%
80	INSPINSPIRE MEDICAL SYSTEMS INC	209,615	$38.3M	0.53%
81	CASYCASEYS GEN STORES	206,600	$38.2M	0.53%
82	EVOP1EUREVO PAYMENTS INC	1,612,730	$37.9M	0.53%
83	CSGPCOSTAR GROUP INC	624,600	$37.7M	0.53%
84	PYCRPAYCOR HCM INC	1,443,217	$37.5M	0.52%
85	TYLTYLER TECHNOLOGIES	112,465	$37.4M	0.52%
86	BURLBURLINGTON STORES INC.	274,000	$37.3M	0.52%
87	HUBSHUBSPOT INC	124,000	$37.3M	0.52%
88	ASGNASGN INCORPORATED	412,645	$37.2M	0.52%
89	FMCFMC CORPORATION	347,200	$37.2M	0.52%
90	ATRCATRICURE INC	902,579	$36.9M	0.51%
91	WKWORKIVA INC	543,993	$35.9M	0.50%
92	AVLRUSDAVALARA INC	507,195	$35.8M	0.50%
93	RBCRBC BEARINGS INC	193,600	$35.8M	0.50%
94	ESABESAB CORPORATION	801,210	$35.1M	0.49%
95	NEWREURNEW RELIC INC	697,002	$34.9M	0.49%
96	TTEKTETRA TECH INC	253,000	$34.5M	0.48%
97	VCTRVICTORY CAPITAL HOLDINGS, INC.	1,416,499	$34.1M	0.48%
98	RRXREGAL REXNORD CORPORATION	291,321	$33.1M	0.46%
99	HGVHILTON GRAND VACATIONS INC	920,912	$32.9M	0.46%
100	AZEKAZEK COMPANY INC CL A	1,954,570	$32.7M	0.46%

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