13F-HR 1 v200269_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: March 31, 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: Michael Raso Title: Partner Phone: 617-861-8014 Signature, Place, and Date of Signing: /s/ Michael Raso Boston MA 4/29/2011 ------------------ ------------- --------- 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: $125,597 -------------- (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 Name of Reporting Manager: Crosswind Investments Report as of March 31, 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 ------------------------------ -------- --------- -------- ------- --- ---- ------- -------- ------ ------ ------- ~~GLOBAL~~ABOVENET ~~CROSSING~~INC ~~LTD SHS NEW~~ COM ~~G3921A175~~00374N107 ~~1,307~~1108 ~~101,141~~17083 Sh Sole 9616,~~404~~355 ~~4,737~~728 ~~RADWARE~~ACACIA ~~LTD~~RESEARCH ~~COM~~- ~~ORD~~ACACIA ~~M81873107~~TECHN ~~1,225~~COM ~~61,280~~003881307 928 27125 Sh Sole 5925,~~762~~969 1,~~518~~156 ~~VISTAPRINT~~AMARIN NVCORP ~~SHS~~PLC ~~N93540107~~COM ~~2,918~~023111206 ~~63,431~~604 82816 Sh Sole 6079,~~454~~264 23,~~977~~552 ~~ACORDA~~AMERESCO ~~THERAPEUTICS~~ INC COM ~~00484M106~~02361E108 ~~865~~963 ~~31,740~~68089 Sh Sole 3065,~~301~~201 12,~~439~~888 ~~ALASKA~~APPLIED ~~AIR~~MICRO ~~GROUP~~CIRCUITS ~~INC~~CORP COM ~~011659109~~03822W406 ~~823~~1017 ~~14,512~~98018 Sh Sole 1393,~~819~~858 ~~693~~4,160 ~~ALIGN~~BLACKBOARD ~~TECHNOLOGY~~ INC COM ~~016255101~~091935502 ~~1,784~~4330 ~~91,310~~119478 Sh Sole 87114,~~026~~406 45,~~284~~072 ~~AMERICAN~~BPZ ~~SUPERCONDUCTOR~~RESOURCES ~~CORP~~INC COM ~~030111108~~055639108 ~~920~~582 ~~32,195~~109548 Sh Sole 30104,~~692~~897 14,~~503~~651 ~~APPLIED~~CATALYST ~~MICRO~~HEALTH ~~CIRCUITS~~SOLUTIONS ~~CORP NEW 03822W406 654 61,201 Sh Sole 58,294 2,907 ARVINMERITOR~~ INC COM ~~043353101~~14888B103 ~~849~~3165 ~~41,374~~56594 Sh Sole 3954,~~433~~192 12,~~941~~402 ~~BLACKBOARD~~CAVIUM NETWORKS INC COM ~~091935502~~14965A101 ~~2,711~~873 ~~65,653~~19439 Sh Sole 6218,~~600~~616 ~~3,053~~823 ~~BLUE~~CLOUD ~~COAT~~PEAK ~~SYSTEMS~~ENERGY INC ~~NEW 09534T508 744 24,916 Sh Sole 23,747 1,169 BRIGHAM EXPLORATION CO~~ COM ~~109178103~~18911Q102 ~~1,376~~2086 ~~50,518~~96601 Sh Sole 4892,~~117~~493 24,~~401~~108 ~~CATALYST~~CONCEPTUS ~~HEALTH SOLUTIONS~~ INC COM ~~14888B103~~206016107 ~~2,478~~2013 ~~53,296~~139292 Sh Sole 50133,~~659~~373 25,~~637~~919 ~~CBEYOND~~CONVIO INC COM ~~149847105~~21257W105 ~~1,548~~1633 ~~101,294~~140632 Sh Sole 96134,~~604~~665 45,~~690~~967 ~~CLOUD~~CSG ~~PEAK~~SYSTEMS ~~ENERGY~~INTERNATIONAL INC COM ~~18911Q102~~126349109 ~~1,122~~914 ~~48,294~~45838 Sh Sole 4643,~~048~~868 21,~~246~~970 ~~CONVIO~~DELTA AIR LINES INC COM ~~21257W105~~247361702 ~~1,205~~23 ~~145,515~~2360 Sh Sole ~~138~~2,~~681~~360 ~~6,834~~- ~~DEXCOM~~DENDREON ~~INC~~CORP COM ~~252131107~~24823Q107 ~~742~~832 ~~54,334~~22215 Sh Sole 5121,~~757~~276 ~~2,577~~939 DIGITALGLOBE INC ~~NEW~~COM 25389M877 ~~2,769~~2681 ~~87,325~~95653 Sh Sole 8391,~~263~~591 4,062 DOLLAR ~~FINL~~FINANCIAL CORP COM 256664103 ~~1,260~~1498 ~~44,014~~72211 Sh Sole 4169,~~991~~177 23,~~023~~034 ENCORE ~~CAP~~CAPITAL GROUP INC COM 292554102 ~~1,713~~650 ~~73,052~~27448 Sh Sole 6926,~~656~~276 31,~~396~~172 ~~EQUINIX~~ENDOLOGIX INC ~~NEW~~COM ~~29444U502~~29266S106 ~~440~~2007 ~~5,409~~296039 Sh Sole 5283,~~157~~448 ~~252~~12,591 ~~EXELIXIS~~EZCORP INC COM ~~30161Q104~~302301106 ~~1,128~~939 ~~137,430~~29925 Sh Sole ~~130~~28,~~974~~651 61,~~456~~274 ~~EZCORP~~FAIRCHILD ~~INC~~SEMICONDUCTOR ~~CLA~~INTERN ~~NON-ITG~~COM ~~302301106~~303726103 ~~741~~719 ~~27,312~~39480 Sh Sole 2637,~~038~~779 1,~~274~~701 FINISAR CORP ~~NEW~~COM 31787A507 ~~824~~748 ~~27,761~~30391 Sh Sole 2629,~~458~~088 1,303 ~~GSI~~GENERAL ~~COMMERCE~~COMMUNICATION INC COM ~~36238G102~~369385109 ~~2,064~~861 ~~88,947~~78745 Sh Sole 8475,~~771~~350 43,~~176~~395 ~~GRAFTECH~~GENTEX ~~INTL~~CORP ~~LTD~~ COM ~~384313102~~371901109 ~~556~~877 ~~28,015~~28977 Sh Sole 2627,~~701~~743 1,~~314~~234 ~~HSN~~G-III ~~INC~~APPAREL GROUP LTD COM ~~404303109~~36237H101 ~~752~~890 ~~24,547~~23683 Sh Sole 2322,~~407~~663 1,~~140~~020 ~~HANGER~~GLOBAL ~~ORTHOPEDIC~~CROSSING ~~GROUP~~LTD ~~INC~~SHS NEW ~~41043F208~~COM 1G3921A175 1540 110614 Sh Sole 105,~~838~~877 864,~~732~~737 GRAFTECH INTERNATIONAL LTD COM 384313102 2039 98837 Sh Sole 8294,~~694~~627 4,~~038~~210 ~~HEALTHSOUTH~~HEXCEL CORP ~~NEW~~COM ~~421924309~~428291108 ~~3,190~~686 ~~154,032~~34855 Sh Sole ~~146~~33,~~778~~355 71,~~254~~500 ~~HEIDRICK~~HSN &INC ~~STRUGGLES~~COM ~~INTLIN~~404303109 ~~COM~~861 ~~422819102~~26888 1Sh Sole 25,~~370~~748 471,~~833~~140 ICON PLC COM 45103T107 1975 91471 Sh Sole 4587,~~798~~524 23,~~035~~947 ~~INSULET~~IGATE CORP COM ~~45784P101~~45169U105 ~~847~~634 ~~54,633~~33802 Sh Sole 5332,~~273~~364 1,~~360~~438 JAMES RIVER COAL CO ~~NEW~~COM 470355207 ~~847~~2669 ~~33,427~~110412 Sh Sole 31105,~~859~~709 14,~~568~~703 JARDEN CORP COM 471109108 ~~5,020~~7011 ~~162,633~~197092 Sh Sole ~~158~~188,~~632~~693 48,~~001~~399 KELLY SERVICES INC ~~CLA~~COM 488152208 ~~2,436~~3077 ~~129,585~~141719 Sh Sole ~~123~~135,~~519~~653 6,066 KENEXA CORP COM 488879107 ~~2,787~~3862 ~~127,908~~139970 Sh Sole ~~121~~133,~~921~~983 5,987 KNOLOGY INC COM 499183804 ~~4,116~~5437 ~~263,353~~421152 Sh Sole ~~250~~403,~~982~~266 1217,~~371~~886 ~~LIQUIDITY~~KODIAK ~~SVCS~~OIL ~~INC~~& GAS CORP COM ~~53635B107~~50015Q100 ~~954~~1344 ~~67,908~~200527 Sh Sole 64192,~~667~~011 38,~~241~~516 ~~MANHATTAN~~LIFE ~~ASSOCIATES~~TIME FITNESS INC COM ~~562750109~~53217R207 ~~1,093~~882 ~~35,794~~23640 Sh Sole 3422,~~115~~634 1,~~679~~006 ~~MONSTER~~LIQUIDITY ~~WORLDWIDE~~SERVICES INC COM ~~611742107~~53635B107 ~~1,737~~1326 ~~73,499~~74269 Sh Sole 7071,~~086~~028 3,~~413~~241 ~~NII~~LOGMEIN ~~HOLDINGS~~ INC ~~ELB~~COM ~~NEW~~54142L109 ~~62913F201~~651 ~~2,644~~15445 ~~59,213~~ Sh Sole 5614,~~430~~781 ~~2,783~~664 ~~NAVISTAR~~MAGNUM ~~INTERNATIONAL~~HUNTER RESOURCES CORP COM ~~63934E108~~55973B102 ~~1,110~~3938 ~~19,174~~459511 Sh Sole 18440,~~289~~004 ~~885~~19,507 ~~NETLOGIC~~MARVELL ~~MICROSYSTEMS~~TECHNOLOGY ~~INC~~GROUP LTD COM ~~64118B100~~G5876H105 ~~729~~11 ~~23,204~~692 Sh Sole ~~22,115~~692 ~~1,089~~- ~~NORTHERN~~MEDASSETS ~~OIL AND GAS~~ INC ~~NEV~~ COM ~~665531109~~584045108 ~~849~~796 ~~31,207~~52153 Sh Sole 2949,~~726~~940 12,~~481~~213 ~~NUANCE~~MEDCO ~~COMMUNICATIONS~~HEALTH SOLUTIONS INC COM ~~67020Y100~~58405U102 1723 ~~950~~405 Sh Sole 405 - ~~950~~MERITOR ~~OCLARO~~ INC ~~NEW~~COM ~~67555N206~~59001K100 ~~567~~1138 ~~43,152~~67080 Sh Sole 4164,~~102~~230 2,~~050~~850 ~~OFFICEMAX~~MONSTER ~~INC~~WORLDWIDE ~~DEL COM 67622P101 1,738 98,172 Sh Sole 93,562 4,610 OFFICE DEPOT~~ INC COM ~~676220106~~611742107 ~~2,609~~3226 ~~483,203~~202895 Sh Sole ~~460~~194,~~677~~269 228,~~526~~626 ~~PMC~~NAVISTAR -INTERNATIONAL ~~SIERRA~~CORP ~~INC~~ COM ~~69344F106~~63934E108 ~~701~~1455 ~~81,554~~20980 Sh Sole 7720,~~724~~095 ~~3,830~~885 ~~PEP~~NEKTAR ~~BOYS-MANNY~~THERAPEUTICS ~~MOE & JACK~~ COM ~~713278109~~640268108 ~~708~~538 ~~52,707~~56773 Sh Sole 5054,~~233~~358 2,~~474~~415 ~~PHARMASSET~~NETSPEND HOLDINGS INC COM ~~71715N106~~64118V106 ~~626~~789 ~~14,417~~75000 Sh Sole 1371,~~740~~797 ~~677~~3,203 ~~RADIANT~~NII ~~SYSTEMS~~HOLDINGS INC COM ~~75025N102~~62913F201 ~~1,508~~4634 ~~77,058~~111206 Sh Sole 73106,~~501~~505 34,~~557~~701 ~~RAILAMERICA~~NORFOLK ~~INC~~SOUTHERN CORP COM ~~750753402~~655844108 ~~2,770~~30 ~~213,941~~436 Sh Sole ~~203,969~~436 ~~9,972~~- ~~REHABCARE~~OFFICE ~~GROUP~~DEPOT INC COM ~~759148109~~676220106 ~~5,439~~2451 ~~229,474~~529307 Sh Sole ~~218~~506,~~707~~781 1022,~~767~~526 ~~ROSETTA~~OFFICEMAX ~~RESOURCES~~ INC COM ~~777779307~~67622P101 ~~538~~1389 ~~14,299~~107365 Sh Sole 13102,~~939~~755 ~~360~~4,610 ~~SFN~~OMNIVISION ~~GROUP~~TECHNOLOGIES INC COM ~~784153108~~682128103 ~~596~~1452 ~~61,101~~40872 Sh Sole 5839,~~199~~136 21,~~902~~736 ~~SAVVIS~~PEP ~~INC~~BOYS-MANNY ~~NEW~~MOE ~~805423308~~& ~~5,639~~JACK ~~220,959~~COM Sh713278109 ~~Sole~~1914 ~~210,585~~150602 ~~10,374 SOLUTIA INC NEW 834376501 2,534 109,797~~ Sh Sole ~~104~~144,~~648~~189 56,~~149~~413 ~~TNS~~RADIANT SYSTEMS INC ~~NEW~~COM ~~872960109~~75025N102 ~~834~~3796 ~~40,100~~214509 Sh Sole 39205,~~078~~399 19,~~022~~110 ~~TENET~~RADWARE ~~HEALTHCARE~~LTD ~~CORP~~COM COM ~~88033G100~~M81873107 ~~3,480~~1268 ~~520,117~~35770 Sh Sole ~~489~~34,~~390~~252 301,~~727~~518 ~~TENNECO~~RAILAMERICA INC COM ~~880349105~~750753402 ~~1,097~~1235 ~~26,651~~72503 Sh Sole 2569,~~402~~433 13,~~249~~070 ~~TUPPERWARE~~SAVVIS ~~BRANDS~~INC ~~CORP~~ COM ~~899896104~~805423308 ~~2,276~~3832 ~~47,741~~103307 Sh Sole 4598,~~502~~913 24,~~239~~394 USSIRONA ~~AIRWAYS~~DENTAL ~~GROUP~~SYSTEMS INC COM ~~90341W108~~82966C103 ~~654~~1603 ~~65,288~~31951 Sh Sole 6230,~~226~~597 31,~~062~~354 ~~VALASSIS~~SOLUTIA ~~COMMUNICATIONS~~ INC COM ~~918866104~~834376501 ~~512~~3051 ~~15,829~~120134 Sh Sole 15114,~~095~~985 ~~734~~5,149 ~~VERIFONE~~SYNTEL ~~SYS~~ INC COM ~~92342Y109~~87162H103 ~~1,123~~1562 ~~29,112~~29924 Sh Sole 2728,~~747~~652 1,~~365~~272 ~~WARNACO~~TENET ~~GROUP~~HEALTHCARE ~~INC~~CORP ~~NEW~~COM ~~934390402~~88033G100 ~~489~~4203 ~~8,874~~564212 Sh Sole 8540,~~456~~029 ~~418~~24,183 ~~WATSCO~~TENNECO INC COM ~~942622200~~880349105 ~~1,644~~1238 ~~26,060~~29153 Sh Sole 2427,~~838~~904 1,~~222~~249 ~~WOODWARD~~TIBCO ~~GOVERNOR~~SOFTWARE COINC COM ~~980745103~~88632Q103 ~~1,238~~847 ~~32,957~~31072 Sh Sole 3129,~~411~~754 1,~~546~~318 ~~AMERIPRISE~~TIME ~~FINL~~WARNER CABLE INC COM ~~03076C106~~88732J207 3513 ~~600~~185 Sh Sole ~~600~~185 - ~~DELTA~~TORNIER ~~AIR~~NV ~~LINES~~COM ~~INC~~N87237108 ~~DEL~~2531 ~~NEW~~136212 ~~247361702 12 952~~ Sh Sole ~~952~~130,437 -5,775 ~~EXPEDIA~~US AIRWAYS GROUP INC COM ~~30212P105~~90341W108 241487 ~~969~~170744 Sh Sole ~~969~~163,418 -7,326 ~~MANPOWER~~VISTAPRINT ~~INC~~NV COM ~~56418H100~~N93540107 112187 ~~168~~42146 Sh Sole ~~168~~40,350 -1,796 ~~NORFOLK~~VOLCANO ~~SOUTHERN~~ CORP COM ~~655844108~~928645100 123506 ~~188~~136950 Sh Sole ~~188~~131,139 -5,811 ~~TIME~~WESTPORT ~~WARNER~~INNOVATIONS ~~CABLE~~ INC COM ~~88732J207~~960908309 291257 ~~432~~57200 Sh Sole ~~432~~54,773 -2,427 ~~UNITED~~WHITING ~~CONTL~~PETROLEUM ~~HLDGS~~CORP ~~INC~~ COM ~~910047109~~966387102 816 ~~757~~220 Sh Sole ~~757~~220 - ~~WHITING~~WOODWARD ~~PETE~~INC ~~CORP NEW~~ COM ~~966387102~~980745103 131246 ~~110~~36050 Sh Sole ~~110~~34,504 -1,546

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