13F-HR 1 v230281_13fhr.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: June 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: Crosswind Investments, LLC Address: Two International Place, 27th Floor Boston, MA 02110 Form 13F File Number: 28-____________ Note: This Form 13 file number is not assigned until after the SEC recieves the first Form 13F filing. 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 form. Person Signing this Report on Behalf of Reporting Manager: Name: Barbara Gaskin Title: Chief Operating Officer Phone: 617-861-8013 Signature, Place, and Date of Signing: /s/ Barbara Gaskin Boston MA 7/29/2011 ------------------ ------------- --------- 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).) FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 73 Form 13F Information Table Value Total: $136,775 -------------- (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 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 Crosswind Investments 06/30/2011

Title Value Shares/ Sh/ Put/ Invstmt Other Voting Authority Name of Issuer of class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None ------------------------------ -------- --------- -------- ------- --- ---- ------- -------- ------ ------ ------- ~~ABOVENET~~AMERESCO INC COM ~~00374N107~~02361E108 ~~1108~~1,033.48 ~~17083~~72883 Sh Sole 1667,~~355~~829 ~~728~~5054 ~~ACACIA~~AMERICAN ~~RESEARCH~~AXLE -& ~~ACACIA~~MANUFACTURING ~~TECHN~~ COM ~~003881307~~024061103 ~~928~~932.07 ~~27125~~81904 Sh Sole 2576,~~969~~103 ~~1,156~~5801 ~~AMARIN~~ARCH ~~CORP~~COAL ~~PLC~~INC COM ~~023111206~~039380100 ~~604~~35.48 ~~82816~~1331 Sh Sole 791,~~264~~331 ~~3,552~~ARUBA ~~AMERESCO~~NETWORKS INC COM ~~02361E108~~043176106 ~~963 68089 Sh Sole 65~~1,~~201~~813.45 ~~2,888~~61369 ~~APPLIED MICRO CIRCUITS CORP COM 03822W406 1017 98018~~ Sh Sole 9357,~~858~~140 ~~4,160~~4229 BLACKBOARD INC COM 091935502 ~~4330 119478 Sh Sole 114~~3,~~406~~376.87 ~~5,072~~77826 ~~BPZ RESOURCES INC COM 055639108 582 109548~~ Sh Sole ~~104~~72,~~897~~460 ~~4,651~~5366 ~~CATALYST~~BRIGHAM ~~HEALTH~~EXPLORATION ~~SOLUTIONS~~CO ~~INC~~ COM ~~14888B103~~109178103 ~~3165~~951.18 ~~56594~~31780 Sh Sole 5429,~~192~~571 ~~2,402~~2209 CAVIUM ~~NETWORKS~~ INC COM ~~14965A101~~14964U108 ~~873~~882.78 ~~19439~~20252 Sh Sole 18,~~616~~843 ~~823~~1409 CLOUD PEAK ENERGY INC COM 18911Q102 ~~2086~~5,793.24 ~~96601~~271983 Sh Sole 92253,~~493~~221 ~~4,108~~18762 ~~CONCEPTUS~~COGENT ~~INC~~COMMUNICATIONS GROUP IN COM ~~206016107~~19239V302 ~~2013~~834.20 ~~139292~~49042 Sh Sole ~~133~~45,~~373~~705 ~~5,919~~3337 CONVIO INC COM 21257W105 ~~1633~~1,571.43 ~~140632~~145368 Sh Sole ~~134~~135,~~665~~372 ~~5,967~~9996 ~~CSG~~CYBERONICS ~~SYSTEMS INTERNATIONAL~~ INC COM ~~126349109~~23251P102 ~~914~~3,133.87 ~~45838~~112124 Sh Sole 43104,~~868~~377 ~~1,970~~7747 ~~DELTA~~DANA ~~AIR~~HOLDING ~~LINES~~CORP ~~INC~~ COM ~~247361702~~235825205 231,040.12 ~~2360~~56837 Sh Sole 252,~~360~~921 -3916 DENDREON CORP COM 24823Q107 ~~832~~7.73 ~~22215~~196 Sh Sole ~~21,276~~196 ~~939~~ DIGITALGLOBE INC COM 25389M877 ~~2681~~2,600.03 ~~95653~~102323 Sh Sole 9195,~~591~~284 ~~4,062~~7039 DOLLAR FINANCIAL CORP COM 256664103 ~~1498~~1,961.92 ~~72211~~90620 Sh Sole 6984,~~177~~340 ~~3,034~~6280 ~~ENCORE~~GAMCO ~~CAPITAL~~INVESTORS ~~GROUP~~ INC COM ~~292554102~~361438104 ~~650~~1,082.77 ~~27448~~23391 Sh Sole 2621,~~276~~765 ~~1,172~~1626 ~~ENDOLOGIX~~GENERAL COMMUNICATION INC COM ~~29266S106~~369385109 ~~2007~~1,480.82 ~~296039~~122686 Sh Sole ~~283~~114,~~448~~105 ~~12,591~~8581 ~~EZCORP~~GENESCO INC COM ~~302301106~~371532102 ~~939 29925 Sh Sole 28,651~~ 1,~~274~~040.38 ~~FAIRCHILD~~19969 ~~SEMICONDUCTOR INTERN COM 303726103 719 39480~~ Sh Sole 3718,~~779~~565 ~~1,701~~1404 ~~FINISAR~~G-III ~~CORP~~APPAREL GROUP LTD COM ~~31787A507~~36237H101 ~~748~~873.93 ~~30391~~25346 Sh Sole 2923,~~088~~551 ~~1,303~~1795 ~~GENERAL~~GRAFTECH ~~COMMUNICATION~~INTERNATIONAL ~~INC~~LTD COM ~~369385109~~384313102 ~~861~~2,143.15 ~~78745~~105730 Sh Sole 7598,~~350~~412 ~~3,395~~7318 ~~GENTEX~~HEALTHSOUTH CORP COM ~~371901109~~421924309 ~~877 28977 Sh Sole 27,743~~ 1,~~234~~328.09 ~~G-III~~50594 ~~APPAREL GROUP LTD COM 36237H101 890 23683~~ Sh Sole 2247,~~663~~109 ~~1,020~~3485 ~~GLOBAL~~HEALTHSPRING ~~CROSSING~~INC ~~LTD SHS NEW~~ COM ~~G3921A175~~42224N101 ~~1540~~2,704.31 ~~110614~~58649 Sh Sole ~~105~~54,~~877~~554 ~~4,737~~4095 ~~GRAFTECH~~HEARTWARE INTERNATIONAL ~~LTD~~INC COM ~~384313102~~422368100 ~~2039~~1,033.12 ~~98837~~13946 Sh Sole 9412,~~627~~976 ~~4,210~~970 HEXCEL CORP COM 428291108 ~~686~~2,281.05 ~~34855~~104205 Sh Sole 3397,~~355~~057 ~~1,500~~7148 HSN INC COM 404303109 ~~861~~947.90 ~~26888~~28794 Sh Sole 2526,~~748~~789 ~~1,140~~2005 ICON PLC COM 45103T107 ~~1975~~3,012.99 ~~91471~~127886 Sh Sole 87119,~~524~~589 ~~3,947~~8297 ~~IGATE~~INCYTE CORP LTD COM ~~45169U105~~45337C102 ~~634~~679.40 ~~33802~~35871 Sh Sole 3233,~~364~~368 ~~1,438~~2503 JAMES RIVER COAL CO COM 470355207 ~~2669~~3,162.81 ~~110412~~151912 Sh Sole ~~105~~141,~~709~~385 ~~4,703~~10527 JARDEN CORP COM 471109108 ~~7011~~7,274.67 ~~197092~~210799 Sh Sole ~~188~~196,~~693~~307 ~~8,399~~14492 KELLY SERVICES INC COM 488152208 ~~3077~~2,723.03 ~~141719~~165032 Sh Sole ~~135~~153,~~653~~876 ~~6,066~~11156 KENEXA CORP COM 488879107 ~~3862~~2,457.81 ~~139970~~102494 Sh Sole ~~133~~95,~~983~~415 ~~5,987~~7079 KNOLOGY INC COM 499183804 ~~5437~~6,500.75 ~~421152~~437761 Sh Sole ~~403~~407,~~266~~662 ~~17,886~~30099 KODIAK OIL & GAS CORP COM 50015Q100 ~~1344~~1,386.01 ~~200527~~240209 Sh Sole ~~192~~223,~~011~~536 ~~8,516~~16673 LIFE TIME FITNESS INC COM 53217R207 ~~882~~3,162.99 ~~23640~~79253 Sh Sole 2273,~~634~~768 ~~1,006~~5485 LIQUIDITY SERVICES INC COM 53635B107 ~~1326~~1,875.27 ~~74269~~79427 Sh Sole 7173,~~028~~962 ~~3,241~~5465 LOGMEIN INC COM 54142L109 ~~651~~636.83 ~~15445~~16511 Sh Sole 1415,~~781~~367 ~~664~~1144 MAGNUM HUNTER RESOURCES CORP COM 55973B102 ~~3938~~2,430.19 ~~459511~~359496 Sh Sole ~~440~~334,~~004~~630 ~~19,507~~24866 MARVELL TECHNOLOGY GROUP LTD COM G5876H105 1110.22 692 Sh Sole 692 ~~- MEDASSETS INC COM 584045108 796 52153 Sh Sole 49,940 2,213~~ MEDCO HEALTH SOLUTIONS INC COM 58405U102 2322.89 405 Sh Sole 405 - MERITOR INC COM 59001K100 ~~1138~~1,151.45 ~~67080~~71786 Sh Sole 6466,~~230~~818 ~~2,850~~4968 MONSTER WORLDWIDE INC COM 611742107 ~~3226~~4,244.30 ~~202895~~289516 Sh Sole ~~194,~~269 8,~~626~~543 19973 NAVISTAR INTERNATIONAL CORP COM 63934E108 ~~1455~~1,267.81 ~~20980~~22455 Sh Sole 20,~~095~~913 ~~885~~1542 ~~NEKTAR~~NETGEAR ~~THERAPEUTICS~~INC COM ~~640268108~~64111Q104 ~~538~~1,680.16 ~~56773~~38430 Sh Sole 5435,~~358~~784 ~~2,415~~2646 NETSPEND HOLDINGS INC COM 64118V106 ~~789~~1,969.48 ~~75000~~196948 Sh Sole 71182,~~797~~119 ~~3,203~~14829 NII HOLDINGS INC COM 62913F201 ~~4634~~5,039.79 ~~111206~~118919 Sh Sole ~~106~~110,~~505~~762 ~~4,701~~8157 NORFOLK SOUTHERN CORP COM 655844108 3032.67 436 Sh Sole 436 -NORTHERN OIL AND GAS INC COM 665531109 1,911.39 86293 Sh Sole 80,519 5774 OFFICE DEPOT INC COM 676220106 ~~2451~~3,236.35 ~~529307~~766907 Sh Sole ~~506~~714,~~781~~060 ~~22,526~~52847 OFFICEMAX INC COM 67622P101 ~~1389~~1,273.19 ~~107365~~162190 Sh Sole ~~102~~150,~~755~~923 ~~4,610~~11267 OMNIVISION TECHNOLOGIES INC COM 682128103 ~~1452~~742.22 ~~40872~~21322 Sh Sole 3919,~~136~~900 1422 PARAMETRIC TECHNOLOGY CORP COM 699173209 1,~~736~~095.00 47754 Sh Sole 44,466 3288 PEP BOYS-MANNY MOE & JACK COM 713278109 ~~1914~~2,247.31 ~~150602~~205609 Sh Sole ~~144~~191,~~189~~507 614102 PHARMASSET INC COM 71715N106 929.91 8288 Sh Sole 7,~~413~~720 ~~RADIANT~~568 ~~SYSTEMS~~QUINSTREET INC COM ~~75025N102~~74874Q100 ~~3796~~1,288.86 ~~214509~~99296 Sh Sole ~~205~~92,~~399~~503 ~~9,110~~6793 ~~RADWARE~~RADIANT ~~LTD~~SYSTEMS ~~COM~~INC COM ~~M81873107~~75025N102 ~~1268~~5,232.59 ~~35770~~250363 Sh Sole 34233,~~252~~249 ~~1,518~~17114 RAILAMERICA INC COM 750753402 ~~1235~~1,504.05 ~~72503~~100270 Sh Sole 6993,~~433~~248 ~~3,070~~7022 ~~SAVVIS~~RIVERBED TECHNOLOGY INC COM ~~805423308~~768573107 ~~3832~~1,679.57 ~~103307~~42424 Sh Sole 9839,~~913~~505 ~~4,394~~2919 SIRONA DENTAL SYSTEMS INC COM 82966C103 ~~1603~~1,815.01 ~~31951~~34181 Sh Sole 3031,~~597~~829 ~~1,354~~2352 SOLUTIA INC COM 834376501 ~~3051~~2,932.66 ~~120134~~128344 Sh Sole ~~114~~119,~~985~~672 ~~5,149~~8672 SYNTEL INC COM 87162H103 ~~1562~~2,405.12 ~~29924~~40682 Sh Sole 2837,~~652~~856 ~~1,272~~2826 TENET HEALTHCARE CORP COM 88033G100 ~~4203~~6,630.86 ~~564212~~1062638 Sh Sole ~~540~~988,~~029~~760 ~~24,183~~73878 TENNECO INC COM 880349105 ~~1238~~1,376.53 ~~29153~~31235 Sh Sole 2729,~~904~~044 12191 TETRA TECHNOLOGIES INC COM 88162F105 812.19 63801 Sh Sole 59,~~249~~365 4436 TIBCO SOFTWARE INC COM 88632Q103 ~~847~~13.06 ~~31072~~450 Sh Sole ~~29,754~~450 TRIUMPH GROUP INC COM 896818101 1,~~318~~088.01 ~~TIME~~10926 ~~WARNER~~Sh ~~CABLE~~Sole ~~INC~~10,168 758 UNITED THERAPEUTICS CORP COM ~~88732J207~~91307C102 13919.34 ~~185~~16685 Sh Sole ~~185~~15,537 -1148 ~~TORNIER~~US NVAUTO PARTS NETWORK INC COM ~~N87237108~~90343C100 ~~2531~~625.97 ~~136212~~81719 Sh Sole ~~130~~78,~~437~~000 ~~5,775~~3719 USVANGUARD ~~AIRWAYS~~HEALTH ~~GROUP~~SYSTEMS INC COM ~~90341W108~~922036207 ~~1487~~858.50 ~~170744~~50000 Sh Sole ~~163~~46,~~418~~522 ~~7,326~~3478 ~~VISTAPRINT~~VERIFONE NVSYSTEMS INC COM ~~N93540107~~92342Y109 ~~2187~~789.03 ~~42146~~17791 Sh Sole 4016,~~350~~555 ~~1,796~~1236 ~~VOLCANO~~VISTAPRINT ~~CORP~~NV COM ~~928645100~~N93540107 ~~3506~~2,261.92 ~~136950~~47271 Sh Sole ~~131~~43,~~139~~740 ~~5,811~~3531 ~~WESTPORT~~VOYAGER ~~INNOVATIONS~~OIL & GAS INC COM ~~960908309~~92911K100 ~~1257~~592.78 ~~57200~~200265 Sh Sole 54186,~~773~~324 ~~2,427~~13941 ~~WHITING~~WARNACO ~~PETROLEUM~~GROUP ~~CORP~~INC/THE COM ~~966387102~~934390402 16896.24 ~~220~~17153 Sh Sole ~~220~~15,973 -1180 ~~WOODWARD~~WHITING ~~INC~~PETROLEUM CORP COM ~~980745103~~966387102 ~~1246~~12.52 ~~36050~~220 Sh Sole ~~34,504 1,546~~220

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