Kalmar Investments

Kalmar Investments as of Sept. 30, 2014

Portfolio Holdings for Kalmar Investments

Kalmar Investments holds 157 positions in its portfolio as reported in the September 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alliance Data Systems Corporation (BFH) 2.8 $145M 583k 248.27
West Pharmaceutical Services (WST) 2.0 $105M 2.3M 44.76
Cooper Companies (COO) 1.8 $95M 612k 155.75
LKQ Corporation (LKQ) 1.7 $92M 3.4M 26.59
Life Time Fitness 1.7 $91M 1.8M 50.44
MSC Industrial Direct (MSM) 1.7 $91M 1.1M 85.46
PolyOne Corporation 1.6 $85M 2.4M 35.58
Chicago Bridge & Iron Company 1.6 $85M 1.5M 57.85
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.6 $82M 698k 118.17
Middleby Corporation (MIDD) 1.5 $77M 870k 88.13
United Natural Foods (UNFI) 1.4 $75M 1.2M 61.46
A. O. Smith Corporation (AOS) 1.4 $73M 1.5M 47.28
Belden (BDC) 1.4 $71M 1.1M 64.02
Pentair cs (PNR) 1.4 $72M 1.1M 65.49
Urban Outfitters (URBN) 1.4 $71M 1.9M 36.70
Ultimate Software 1.3 $67M 472k 141.51
DealerTrack Holdings 1.3 $67M 1.5M 43.41
EnerSys (ENS) 1.3 $66M 1.1M 58.64
Jarden Corporation 1.2 $65M 1.1M 60.11
Ashland 1.2 $63M 610k 104.10
Live Nation Entertainment (LYV) 1.2 $63M 2.6M 24.02
Teradyne (TER) 1.2 $62M 3.2M 19.39
Sapient Corporation 1.1 $60M 4.3M 14.00
Affiliated Managers (AMG) 1.1 $60M 298k 200.36
Electronics For Imaging 1.1 $59M 1.3M 44.17
Atmel Corporation 1.1 $59M 7.3M 8.08
Ihs 1.1 $59M 470k 125.19
ResMed (RMD) 1.1 $58M 1.2M 49.27
Informatica Corporation 1.1 $56M 1.6M 34.24
F5 Networks (FFIV) 1.1 $55M 466k 118.74
Salix Pharmaceuticals 1.0 $54M 347k 156.24
Ametek (AME) 1.0 $54M 1.1M 50.21
DSW 1.0 $53M 1.7M 30.11
Texas Roadhouse (TXRH) 1.0 $53M 1.9M 27.84
Actavis 1.0 $53M 218k 241.28
CarMax (KMX) 1.0 $51M 1.1M 46.45
Wageworks 1.0 $51M 1.1M 45.53
Worthington Industries (WOR) 0.9 $50M 1.3M 37.22
Watsco, Incorporated (WSO) 0.9 $50M 575k 86.18
Herbalife Ltd Com Stk (HLF) 0.9 $49M 1.1M 43.75
Trex Company (TREX) 0.9 $49M 1.4M 34.57
Mallinckrodt Pub 0.9 $49M 539k 90.15
Core Laboratories 0.9 $48M 327k 146.35
Tractor Supply Company (TSCO) 0.9 $47M 766k 61.51
Service Corporation International (SCI) 0.9 $48M 2.3M 21.14
W.R. Grace & Co. 0.9 $47M 519k 90.94
Akorn 0.9 $47M 1.3M 36.27
Cabot Oil & Gas Corporation (CTRA) 0.9 $46M 1.4M 32.69
Stericycle (SRCL) 0.9 $46M 397k 116.56
Methode Electronics (MEI) 0.9 $46M 1.3M 36.87
Bonanza Creek Energy 0.9 $46M 815k 56.90
Quanta Services (PWR) 0.9 $45M 1.2M 36.29
Acxiom Corporation 0.8 $44M 2.6M 16.55
Hanesbrands (HBI) 0.8 $42M 388k 107.44
Armstrong World Industries (AWI) 0.8 $40M 722k 56.00
Flowserve Corporation (FLS) 0.8 $40M 563k 70.52
United Rentals (URI) 0.7 $38M 344k 111.10
Acuity Brands (AYI) 0.7 $39M 328k 117.71
Wolverine World Wide (WWW) 0.7 $38M 1.5M 25.06
SBA Communications Corporation 0.7 $36M 327k 110.90
Syntel 0.7 $36M 411k 87.94
Carpenter Technology Corporation (CRS) 0.7 $37M 808k 45.15
Icon (ICLR) 0.7 $36M 636k 57.23
Carlisle Companies (CSL) 0.7 $35M 439k 80.38
BE Aerospace 0.7 $34M 410k 83.94
Bankrate 0.7 $35M 3.1M 11.36
Dorman Products (DORM) 0.7 $34M 850k 40.06
TreeHouse Foods (THS) 0.6 $33M 409k 80.50
Luminex Corporation 0.6 $32M 1.7M 19.50
Superior Energy Services 0.6 $33M 995k 32.87
Atwood Oceanics 0.6 $32M 731k 43.69
Vitamin Shoppe 0.6 $32M 715k 44.39
Rogers Corporation (ROG) 0.6 $31M 566k 54.76
Align Technology (ALGN) 0.6 $30M 583k 51.68
Gulfport Energy Corporation 0.5 $27M 514k 53.40
Southwestern Energy Company (SWN) 0.5 $27M 775k 34.95
Cognizant Technology Solutions (CTSH) 0.5 $26M 577k 44.77
Encore Capital (ECPG) 0.5 $25M 572k 44.31
Bruker Corporation (BRKR) 0.5 $25M 1.4M 18.52
Oxford Industries (OXM) 0.5 $25M 413k 60.99
Tennant Company (TNC) 0.5 $24M 360k 67.09
Finisar Corporation 0.5 $24M 1.4M 16.63
Krispy Kreme Doughnuts 0.4 $23M 1.3M 17.16
Thermo Fisher Scientific (TMO) 0.4 $23M 187k 121.70
Corporate Executive Board Company 0.4 $23M 374k 60.07
Diodes Incorporated (DIOD) 0.4 $22M 907k 23.92
G-III Apparel (GIII) 0.4 $21M 257k 82.86
3D Systems Corporation (DDD) 0.4 $21M 458k 46.37
Halcon Resources 0.4 $21M 5.3M 3.96
Bottomline Technologies 0.4 $21M 750k 27.59
Fidelity National Information Services (FIS) 0.4 $20M 355k 56.30
Spectranetics Corporation 0.4 $20M 746k 26.57
Mobile Mini 0.4 $19M 553k 34.97
T. Rowe Price (TROW) 0.4 $19M 241k 78.40
Magnum Hunter Resources Corporation 0.4 $19M 3.4M 5.57
Pdc Energy 0.3 $18M 362k 50.29
Power Integrations (POWI) 0.3 $18M 334k 53.91
Amphenol Corporation (APH) 0.3 $17M 170k 99.86
Fastenal Company (FAST) 0.3 $16M 363k 44.90
O'reilly Automotive (ORLY) 0.3 $16M 108k 150.36
American Tower Reit (AMT) 0.3 $16M 172k 93.63
Ryder System (R) 0.3 $16M 173k 89.97
Discovery Communications 0.3 $16M 416k 37.28
Imax Corp Cad (IMAX) 0.3 $16M 580k 27.46
Pegasystems (PEGA) 0.3 $15M 806k 19.11
Interxion Holding 0.3 $15M 554k 27.69
MasterCard Incorporated (MA) 0.3 $15M 200k 73.92
Stage Stores 0.3 $15M 846k 17.11
WNS (WNS) 0.3 $15M 655k 22.51
Del Friscos Restaurant 0.3 $15M 770k 19.14
Rex Energy Corporation 0.3 $14M 1.1M 12.67
NCI Building Systems 0.3 $14M 739k 19.40
Monotype Imaging Holdings 0.3 $14M 477k 28.32
Alexion Pharmaceuticals 0.3 $14M 83k 165.82
Weatherford Intl Plc ord 0.3 $14M 649k 20.80
Integrated Device Technology 0.2 $13M 815k 15.95
Hertz Global Holdings 0.2 $13M 524k 25.39
Starwood Hotels & Resorts Worldwide 0.2 $13M 158k 83.21
Altera Corporation 0.2 $13M 374k 35.78
FMC Corporation (FMC) 0.2 $13M 226k 57.19
Zumiez (ZUMZ) 0.2 $13M 472k 28.10
Chemtura Corporation 0.2 $13M 571k 23.33
Zoetis Inc Cl A (ZTS) 0.2 $12M 335k 36.95
Matador Resources (MTDR) 0.2 $12M 469k 25.85
Autodesk (ADSK) 0.2 $11M 206k 55.10
Perrigo Company 0.2 $12M 78k 150.19
Cerner Corporation 0.2 $11M 181k 59.57
Cameron International Corporation 0.2 $11M 165k 66.38
Ruckus Wireless 0.2 $11M 827k 13.36
Stein Mart 0.2 $10M 895k 11.55
Financial Engines 0.2 $10M 305k 34.21
Harley-Davidson (HOG) 0.2 $9.8M 169k 58.20
InnerWorkings 0.2 $9.8M 1.2M 8.09
BorgWarner (BWA) 0.2 $9.7M 185k 52.61
Callidus Software 0.2 $10M 847k 12.02
Concur Technologies 0.2 $9.7M 76k 126.81
8x8 (EGHT) 0.2 $9.6M 1.4M 6.68
J.B. Hunt Transport Services (JBHT) 0.2 $8.9M 120k 74.05
Praxair 0.2 $8.9M 69k 128.99
Entravision Communication (EVC) 0.2 $8.4M 2.1M 3.96
Lam Research Corporation (LRCX) 0.2 $8.1M 109k 74.70
Repligen Corporation (RGEN) 0.2 $8.2M 411k 19.91
Expeditors International of Washington (EXPD) 0.1 $8.0M 197k 40.58
Cambrex Corporation 0.1 $8.0M 429k 18.68
MaxLinear (MXL) 0.1 $8.0M 1.2M 6.88
Catamaran 0.1 $6.9M 163k 42.15
Actua Corporation 0.1 $7.0M 439k 16.02
Marchex (MCHX) 0.1 $6.3M 1.5M 4.15
SciQuest 0.1 $6.1M 407k 15.04
Cyberonics 0.1 $5.6M 109k 51.16
Monro Muffler Brake (MNRO) 0.1 $5.8M 120k 48.53
Vascular Solutions 0.1 $5.5M 223k 24.70
Verisk Analytics (VRSK) 0.1 $4.7M 77k 60.89
Mix Telematics Ltd - (MIXT) 0.1 $4.3M 458k 9.34
Conversant 0.1 $4.4M 128k 34.25
STAAR Surgical Company (STAA) 0.1 $2.4M 226k 10.63
Fox Factory Hldg (FOXF) 0.0 $2.1M 138k 15.50