Kalmar Investments

Kalmar Investments as of March 31, 2014

Portfolio Holdings for Kalmar Investments

Kalmar Investments holds 156 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alliance Data Systems Corporation (BFH) 2.7 $161M 592k 272.45
Cooper Companies (COO) 2.3 $135M 986k 137.36
Chicago Bridge & Iron Company 2.2 $128M 1.5M 87.15
PolyOne Corporation 2.0 $117M 3.2M 36.66
Life Time Fitness 1.7 $103M 2.1M 48.10
Pentair 1.6 $96M 1.2M 79.34
Belden (BDC) 1.6 $95M 1.4M 69.60
Acxiom Corporation 1.6 $93M 2.7M 34.40
MSC Industrial Direct (MSM) 1.6 $93M 1.1M 86.52
LKQ Corporation (LKQ) 1.5 $90M 3.4M 26.35
West Pharmaceutical Services (WST) 1.4 $86M 2.0M 44.05
United Natural Foods (UNFI) 1.4 $86M 1.2M 70.92
EnerSys (ENS) 1.4 $82M 1.2M 69.29
Sapient Corporation 1.3 $79M 4.6M 17.06
Middleby Corporation (MIDD) 1.3 $77M 293k 264.21
BE Aerospace 1.3 $75M 867k 86.79
Ihs 1.2 $73M 604k 121.50
Tractor Supply Company (TSCO) 1.2 $72M 1.0M 70.63
A. O. Smith Corporation (AOS) 1.2 $71M 1.5M 46.02
CarMax (KMX) 1.2 $70M 1.5M 46.80
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.1 $68M 697k 97.44
W.R. Grace & Co. 1.1 $68M 682k 99.17
Ultimate Software 1.1 $66M 479k 137.00
Core Laboratories 1.1 $64M 323k 198.44
Watsco, Incorporated (WSO) 1.1 $64M 643k 99.91
Flowserve Corporation (FLS) 1.1 $64M 820k 78.34
Teradyne (TER) 1.1 $64M 3.2M 19.89
Trimble Navigation (TRMB) 1.1 $63M 1.6M 38.87
Herbalife Ltd Com Stk (HLF) 1.1 $63M 1.1M 57.27
Ashland 1.1 $62M 627k 99.48
Informatica Corporation 1.0 $61M 1.6M 37.78
Atmel Corporation 1.0 $60M 7.2M 8.36
DSW 1.0 $60M 1.7M 35.86
Affiliated Managers (AMG) 1.0 $59M 293k 200.05
Live Nation Entertainment (LYV) 1.0 $58M 2.6M 21.75
NCR Corporation (VYX) 1.0 $57M 1.6M 36.55
Cyberonics 1.0 $57M 873k 65.26
Urban Outfitters (URBN) 0.9 $57M 1.5M 36.47
Ametek (AME) 0.9 $55M 1.1M 51.49
Carpenter Technology Corporation (CRS) 0.9 $54M 819k 66.04
ResMed (RMD) 0.9 $53M 1.2M 44.69
Bankrate 0.9 $53M 3.1M 16.94
Service Corporation International (SCI) 0.8 $50M 2.5M 19.88
Salix Pharmaceuticals 0.8 $50M 479k 103.61
F5 Networks (FFIV) 0.8 $49M 460k 106.63
Jarden Corporation 0.8 $49M 815k 59.83
Icon (ICLR) 0.8 $48M 1.0M 47.55
Cabot Oil & Gas Corporation (CTRA) 0.8 $48M 1.4M 33.88
Southwestern Energy Company (SWN) 0.8 $47M 1.0M 46.01
FMC Corporation (FMC) 0.8 $48M 623k 76.56
United Rentals (URI) 0.8 $47M 492k 94.94
Dorman Products (DORM) 0.8 $47M 795k 59.06
Quanta Services (PWR) 0.8 $45M 1.2M 36.90
Actavis 0.8 $45M 218k 205.85
DealerTrack Holdings 0.7 $44M 892k 49.19
MICROS Systems 0.7 $43M 802k 52.93
SBA Communications Corporation 0.7 $42M 461k 90.96
Nice Systems (NICE) 0.7 $42M 941k 44.66
Texas Roadhouse (TXRH) 0.7 $41M 1.6M 26.08
Wolverine World Wide (WWW) 0.7 $38M 1.3M 28.55
Rogers Corporation (ROG) 0.6 $38M 605k 62.42
Electronics For Imaging 0.6 $37M 861k 43.31
Syntel 0.6 $37M 415k 89.90
Conn's (CONN) 0.6 $38M 968k 38.85
Atwood Oceanics 0.6 $37M 735k 50.39
Bonanza Creek Energy 0.6 $37M 831k 44.40
Gulfport Energy Corporation 0.6 $36M 506k 71.18
Worthington Industries (WOR) 0.6 $37M 953k 38.25
Mobile Mini 0.6 $35M 817k 43.36
Pier 1 Imports 0.6 $35M 1.9M 18.88
Oxford Industries (OXM) 0.6 $35M 442k 78.20
Vitamin Shoppe 0.6 $34M 720k 47.52
Integrated Device Technology 0.6 $33M 2.7M 12.23
Finisar Corporation 0.5 $31M 1.2M 26.51
Carlisle Companies (CSL) 0.5 $31M 391k 79.34
Luminex Corporation 0.5 $31M 1.7M 18.11
Superior Energy Services 0.5 $30M 975k 30.76
Magnum Hunter Resources Corporation 0.5 $31M 3.6M 8.50
Wageworks 0.5 $30M 539k 56.11
Cognizant Technology Solutions (CTSH) 0.5 $29M 577k 50.60
Dick's Sporting Goods (DKS) 0.5 $29M 527k 54.61
Acuity Brands (AYI) 0.5 $29M 221k 132.57
Catamaran 0.5 $28M 630k 44.76
Encore Capital (ECPG) 0.5 $28M 612k 45.70
Bottomline Technologies 0.5 $28M 799k 35.15
3D Systems Corporation (DDD) 0.5 $28M 466k 59.15
MasterCard Incorporated (MA) 0.4 $25M 341k 74.70
Krispy Kreme Doughnuts 0.4 $25M 1.4M 17.73
Polypore International 0.4 $26M 752k 34.21
Tennant Company (TNC) 0.4 $25M 384k 65.62
Diodes Incorporated (DIOD) 0.4 $24M 929k 26.12
Concur Technologies 0.4 $24M 241k 99.07
Discovery Communications 0.4 $23M 299k 77.06
Pdc Energy 0.4 $23M 371k 62.26
Del Friscos Restaurant 0.4 $23M 822k 27.89
Thermo Fisher Scientific (TMO) 0.4 $23M 187k 120.24
Stage Stores 0.4 $22M 912k 24.45
Rex Energy Corporation 0.4 $22M 1.2M 18.71
Trex Company (TREX) 0.4 $22M 300k 73.16
Hertz Global Holdings 0.4 $21M 802k 26.64
Uti Worldwide 0.3 $21M 2.0M 10.59
Stericycle (SRCL) 0.3 $20M 175k 113.62
T. Rowe Price (TROW) 0.3 $20M 241k 82.35
Fidelity National Information Services (FIS) 0.3 $19M 355k 53.45
Methode Electronics (MEI) 0.3 $19M 628k 30.66
Albemarle Corporation (ALB) 0.3 $19M 289k 66.42
Conversant 0.3 $18M 650k 28.15
Power Integrations (POWI) 0.3 $18M 268k 65.78
Fastenal Company (FAST) 0.3 $18M 363k 49.30
G-III Apparel (GIII) 0.3 $18M 249k 71.58
Nic 0.3 $18M 919k 19.31
Imax Corp Cad (IMAX) 0.3 $17M 623k 27.33
Corporate Executive Board Company 0.3 $17M 225k 74.23
Akorn 0.3 $16M 739k 22.00
Financial Engines 0.3 $16M 313k 50.78
O'reilly Automotive (ORLY) 0.3 $16M 108k 148.39
Amphenol Corporation (APH) 0.3 $16M 170k 91.65
Pegasystems (PEGA) 0.3 $15M 429k 35.32
Weatherford International Lt reg 0.3 $15M 873k 17.36
Chemtura Corporation 0.3 $15M 610k 25.29
Xilinx 0.2 $15M 277k 54.27
Spectranetics Corporation 0.2 $15M 483k 30.31
8x8 (EGHT) 0.2 $15M 1.4M 10.81
Interxion Holding 0.2 $14M 593k 23.98
American Tower Reit (AMT) 0.2 $14M 172k 81.87
Stein Mart 0.2 $13M 952k 14.01
NCI Building Systems 0.2 $13M 760k 17.46
WNS (WNS) 0.2 $13M 702k 18.00
Starwood Hotels & Resorts Worldwide 0.2 $13M 158k 79.60
Alexion Pharmaceuticals 0.2 $13M 83k 152.12
Perrigo Company 0.2 $12M 78k 154.66
SciQuest 0.2 $12M 438k 27.02
Harley-Davidson (HOG) 0.2 $11M 169k 66.61
Servicesource 0.2 $11M 1.3M 8.44
Elizabeth Arden 0.2 $11M 368k 29.51
Zumiez (ZUMZ) 0.2 $11M 442k 24.24
Ruckus Wireless 0.2 $11M 883k 12.16
Autodesk (ADSK) 0.2 $10M 206k 49.18
InnerWorkings 0.2 $9.9M 1.3M 7.66
Cameron International Corporation 0.2 $10M 165k 61.77
Monotype Imaging Holdings 0.2 $9.8M 324k 30.14
Callidus Software 0.2 $9.2M 736k 12.52
Zoetis Inc Cl A (ZTS) 0.2 $9.7M 335k 28.94
J.B. Hunt Transport Services (JBHT) 0.1 $8.6M 120k 71.92
Praxair 0.1 $9.0M 69k 130.97
Cambrex Corporation 0.1 $8.6M 456k 18.87
Marchex (MCHX) 0.1 $8.9M 843k 10.51
Expeditors International of Washington (EXPD) 0.1 $7.8M 197k 39.63
MaxLinear (MXL) 0.1 $7.5M 788k 9.48
Monro Muffler Brake (MNRO) 0.1 $7.3M 129k 56.88
Repligen Corporation (RGEN) 0.1 $7.2M 564k 12.86
Lam Research Corporation (LRCX) 0.1 $6.0M 109k 55.00
Vascular Solutions 0.1 $6.2M 237k 26.19
Mix Telematics Ltd - (MIXT) 0.1 $5.3M 493k 10.78
Verisk Analytics (VRSK) 0.1 $4.6M 77k 59.96
Fox Factory Hldg (FOXF) 0.1 $2.9M 152k 18.90