Kalmar Investments

Kalmar Investments as of June 30, 2013

Portfolio Holdings for Kalmar Investments

Kalmar Investments holds 155 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alliance Data Systems Corporation (BFH) 3.4 $173M 955k 181.03
Cooper Companies (COO) 2.9 $149M 1.3M 119.05
Life Time Fitness 2.2 $110M 2.2M 50.11
MSC Industrial Direct (MSM) 1.7 $84M 1.1M 77.46
PolyOne Corporation 1.6 $82M 3.3M 24.78
Pentair 1.5 $74M 1.3M 57.69
Chicago Bridge & Iron Company 1.4 $73M 1.2M 59.66
BE Aerospace 1.4 $72M 1.1M 63.08
Middleby Corporation (MIDD) 1.4 $71M 418k 170.09
Belden (BDC) 1.4 $71M 1.4M 49.93
Cabot Oil & Gas Corporation (CTRA) 1.4 $70M 986k 71.02
West Pharmaceutical Services (WST) 1.4 $70M 1.0M 70.26
Acxiom Corporation 1.3 $68M 3.0M 22.68
Tractor Supply Company (TSCO) 1.3 $68M 575k 117.55
United Natural Foods (UNFI) 1.3 $67M 1.2M 53.99
Ultimate Software 1.3 $66M 565k 117.29
Core Laboratories 1.3 $65M 431k 151.66
DSW 1.3 $64M 870k 73.47
Albemarle Corporation (ALB) 1.2 $63M 1.0M 62.29
ResMed (RMD) 1.2 $62M 1.4M 45.13
Sapient Corporation 1.2 $62M 4.8M 13.06
Urban Outfitters (URBN) 1.2 $62M 1.5M 40.22
EnerSys (ENS) 1.2 $59M 1.2M 49.04
LKQ Corporation (LKQ) 1.2 $59M 2.3M 25.75
A. O. Smith Corporation (AOS) 1.1 $57M 1.6M 36.28
W.R. Grace & Co. 1.1 $57M 677k 84.04
Affiliated Managers (AMG) 1.1 $56M 344k 163.94
Ashland 1.1 $57M 678k 83.50
Live Nation Entertainment (LYV) 1.1 $56M 3.6M 15.50
Informatica Corporation 1.1 $56M 1.6M 34.98
Ihs 1.1 $56M 538k 104.38
Dick's Sporting Goods (DKS) 1.0 $52M 1.0M 50.06
Trimble Navigation (TRMB) 1.0 $52M 2.0M 25.99
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.0 $51M 511k 100.12
NCR Corporation (VYX) 1.0 $51M 1.5M 32.99
Herbalife Ltd Com Stk (HLF) 1.0 $49M 1.1M 45.14
CarMax (KMX) 0.9 $48M 1.0M 46.16
Cyberonics 0.9 $47M 894k 51.96
Rovi Corporation 0.9 $46M 2.0M 22.84
Bankrate 0.9 $46M 3.2M 14.36
Service Corporation International (SCI) 0.9 $45M 2.5M 18.03
Superior Energy Services 0.9 $45M 1.7M 25.94
Flowserve Corporation (FLS) 0.9 $44M 814k 54.01
Pier 1 Imports 0.8 $43M 1.8M 23.49
ValueClick 0.8 $43M 1.7M 24.71
Teradyne (TER) 0.8 $42M 2.4M 17.57
Atwood Oceanics 0.8 $42M 803k 52.05
Texas Roadhouse (TXRH) 0.8 $39M 1.5M 25.02
Nice Systems (NICE) 0.8 $38M 1.0M 36.89
Carpenter Technology Corporation (CRS) 0.8 $38M 847k 45.07
FMC Corporation (FMC) 0.7 $38M 618k 61.06
Southwestern Energy Company (SWN) 0.7 $37M 1.0M 36.53
Polypore International 0.7 $37M 926k 40.30
Luminex Corporation 0.7 $36M 1.8M 20.61
Clean Harbors (CLH) 0.7 $36M 712k 50.53
Kennametal (KMT) 0.7 $36M 931k 38.83
MICROS Systems 0.7 $35M 819k 43.15
Ametek (AME) 0.7 $36M 846k 42.30
Actavis 0.7 $35M 281k 126.22
Icon (ICLR) 0.7 $35M 991k 35.43
SBA Communications Corporation 0.7 $34M 456k 74.12
DealerTrack Holdings 0.7 $34M 967k 35.43
Uti Worldwide 0.7 $33M 2.0M 16.47
Atmel Corporation 0.7 $33M 4.5M 7.34
Catamaran 0.7 $33M 681k 48.76
Oxford Industries (OXM) 0.6 $32M 511k 62.40
Salix Pharmaceuticals 0.6 $31M 475k 66.15
F5 Networks (FFIV) 0.6 $32M 461k 68.80
Rogers Corporation (ROG) 0.6 $31M 656k 47.32
Wageworks 0.6 $31M 900k 34.45
Landstar System (LSTR) 0.6 $30M 580k 51.50
Stericycle (SRCL) 0.6 $30M 269k 110.43
Mobile Mini 0.6 $29M 886k 33.15
Krispy Kreme Doughnuts 0.5 $27M 1.5M 17.45
Syntel 0.5 $27M 425k 62.87
Rex Energy Corporation 0.5 $26M 1.5M 17.58
Conn's (CONN) 0.5 $26M 499k 51.76
Imax Corp Cad (IMAX) 0.5 $26M 1.0M 24.86
Diodes Incorporated (DIOD) 0.5 $25M 970k 25.97
Fidelity National Information Services (FIS) 0.5 $24M 564k 42.84
United Rentals (URI) 0.5 $24M 488k 49.91
Integrated Device Technology 0.5 $24M 3.0M 7.94
Quanta Services (PWR) 0.5 $23M 884k 26.46
Stage Stores 0.5 $24M 998k 23.50
Elizabeth Arden 0.5 $23M 505k 45.04
Avago Technologies 0.5 $23M 611k 37.38
Bottomline Technologies 0.4 $22M 865k 25.29
Nic 0.4 $22M 1.3M 16.53
Pdc Energy 0.4 $22M 421k 51.48
Tennant Company (TNC) 0.4 $21M 443k 48.27
Discovery Communications 0.4 $21M 299k 69.77
Acuity Brands (AYI) 0.4 $20M 267k 75.52
Finisar Corporation 0.4 $21M 1.2M 16.95
Hertz Global Holdings 0.4 $20M 802k 24.80
Akorn 0.4 $20M 1.5M 13.52
Financial Engines 0.4 $20M 438k 45.59
MasterCard Incorporated (MA) 0.4 $20M 34k 574.49
Concur Technologies 0.4 $20M 239k 81.38
3D Systems Corporation (DDD) 0.4 $19M 436k 43.90
Cognizant Technology Solutions (CTSH) 0.4 $18M 289k 62.64
Thermo Fisher Scientific (TMO) 0.4 $18M 213k 84.63
T. Rowe Price (TROW) 0.3 $18M 241k 73.20
Atmi 0.3 $17M 728k 23.65
Power Integrations (POWI) 0.3 $17M 408k 40.56
Interxion Holding 0.3 $17M 644k 26.13
Encore Capital (ECPG) 0.3 $15M 460k 33.11
Corporate Executive Board Company 0.3 $15M 244k 63.22
Trex Company (TREX) 0.3 $15M 325k 47.49
Pegasystems (PEGA) 0.3 $15M 465k 33.12
Spectranetics Corporation 0.3 $15M 796k 18.68
Atlas Air Worldwide Holdings 0.3 $14M 322k 43.76
BJ's Restaurants (BJRI) 0.3 $14M 381k 37.10
Magnum Hunter Resources Corporation 0.3 $14M 3.9M 3.65
Lam Research Corporation (LRCX) 0.3 $14M 314k 44.34
Zumiez (ZUMZ) 0.3 $14M 483k 28.75
Amphenol Corporation (APH) 0.3 $13M 170k 77.94
Chemtura Corporation 0.3 $13M 662k 20.30
WNS (WNS) 0.2 $13M 765k 16.69
McDermott International 0.2 $13M 1.6M 8.18
Cameron International Corporation 0.2 $13M 210k 61.16
NCI Building Systems 0.2 $13M 837k 15.29
American Tower Reit (AMT) 0.2 $13M 172k 73.17
Autodesk (ADSK) 0.2 $12M 364k 33.94
Fastenal Company (FAST) 0.2 $12M 264k 45.79
O'reilly Automotive (ORLY) 0.2 $12M 108k 112.62
Xilinx 0.2 $11M 277k 39.61
Ensco Plc Shs Class A 0.2 $11M 195k 58.12
InnerWorkings 0.2 $9.9M 914k 10.85
Methode Electronics (MEI) 0.2 $10M 611k 17.01
Starwood Hotels & Resorts Worldwide 0.2 $10M 158k 63.19
Monro Muffler Brake (MNRO) 0.2 $9.6M 199k 48.05
8x8 (EGHT) 0.2 $9.8M 1.2M 8.24
Nuance Communications 0.2 $8.9M 486k 18.40
Harley-Davidson (HOG) 0.2 $9.3M 169k 54.82
J.B. Hunt Transport Services (JBHT) 0.2 $8.7M 120k 72.24
Praxair 0.2 $7.9M 69k 115.16
Knight Transportation 0.2 $8.3M 494k 16.82
Express Scripts Holding 0.2 $8.3M 134k 61.74
Vocera Communications 0.2 $8.2M 560k 14.70
Expeditors International of Washington (EXPD) 0.1 $7.5M 197k 38.04
Equinix 0.1 $7.7M 42k 184.73
Alexion Pharmaceuticals 0.1 $7.6M 83k 92.24
Approach Resources 0.1 $7.6M 308k 24.57
Weatherford International Lt reg 0.1 $7.2M 528k 13.70
SciQuest 0.1 $7.3M 290k 25.05
Celadon (CGIP) 0.1 $6.8M 373k 18.25
Jarden Corporation 0.1 $6.5M 149k 43.75
MaxLinear (MXL) 0.1 $5.9M 850k 7.00
W.W. Grainger (GWW) 0.1 $5.6M 22k 252.17
Team 0.1 $4.7M 124k 37.85
Painted Pony Petro class a 0.1 $4.6M 582k 7.98
Servicesource 0.1 $3.6M 388k 9.32
Gse Holding 0.1 $2.9M 499k 5.79
Tile Shop Hldgs (TTSH) 0.1 $2.3M 81k 28.96
Haemonetics Corporation (HAE) 0.0 $2.1M 50k 41.36