Kalmar Investments

Kalmar Investments as of Sept. 30, 2011

Portfolio Holdings for Kalmar Investments

Kalmar Investments holds 142 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cooper Companies 4.0 $143M 1.8M 79.15
Alliance Data Systems Corporation (BFH) 3.2 $117M 1.3M 92.70
Life Time Fitness 2.1 $75M 2.0M 36.85
Corrections Corporation of America 2.0 $73M 3.2M 22.69
LKQ Corporation (LKQ) 1.9 $69M 2.9M 24.16
Ariba 1.9 $69M 2.5M 27.71
Gentex Corporation (GNTX) 1.8 $67M 2.8M 24.05
Ihs 1.8 $65M 862k 74.81
MSC Industrial Direct (MSM) 1.8 $64M 1.1M 56.46
ResMed (RMD) 1.8 $63M 2.2M 28.79
Tractor Supply Company (TSCO) 1.7 $62M 994k 62.53
Brigham Exploration Company 1.5 $55M 2.2M 25.27
CarMax (KMX) 1.5 $53M 2.2M 23.85
Albemarle Corporation (ALB) 1.4 $51M 1.3M 40.40
BE Aerospace 1.4 $51M 1.5M 33.11
DeVry 1.4 $50M 1.3M 36.96
Rovi Corporation 1.3 $47M 1.1M 42.98
Chicago Bridge & Iron Company 1.3 $47M 1.6M 28.63
VeriFone Systems 1.3 $47M 1.3M 35.02
Progressive Waste Solutions 1.2 $45M 2.2M 20.58
Sapient Corporation 1.2 $44M 4.4M 10.14
Kennametal (KMT) 1.2 $44M 1.3M 32.74
United Natural Foods (UNFI) 1.2 $44M 1.2M 37.04
Middleby Corporation (MIDD) 1.2 $43M 615k 70.46
Allscripts Healthcare Solutions (MDRX) 1.2 $42M 2.4M 18.02
Pentair 1.2 $42M 1.3M 32.01
W.R. Grace & Co. 1.1 $41M 1.2M 33.30
Herbalife Ltd Com Stk (HLF) 1.1 $40M 754k 53.60
Core Laboratories 1.1 $39M 437k 89.83
Affiliated Managers (AMG) 1.1 $39M 498k 78.05
MICROS Systems 1.1 $39M 886k 43.93
EnerSys (ENS) 1.0 $36M 1.8M 20.02
Belden (BDC) 1.0 $36M 1.4M 25.79
Syntel 1.0 $35M 815k 43.19
Nuance Communications 1.0 $35M 1.7M 20.34
Volcano Corporation 1.0 $35M 1.2M 29.63
Luminex Corporation 0.9 $34M 1.5M 22.17
F5 Networks (FFIV) 0.9 $33M 468k 71.05
Avago Technologies 0.9 $32M 975k 32.77
Williams-Sonoma (WSM) 0.8 $30M 989k 30.79
Nice Systems (NICE) 0.8 $30M 993k 30.35
Trimble Navigation (TRMB) 0.8 $30M 887k 33.55
Atmel Corporation 0.8 $28M 3.5M 8.07
Salix Pharmaceuticals 0.8 $28M 933k 29.60
Service Corporation International (SCI) 0.8 $27M 3.0M 9.16
Live Nation Entertainment (LYV) 0.8 $28M 3.4M 8.01
SandRidge Energy 0.8 $27M 4.9M 5.56
Poly 0.8 $28M 1.5M 18.37
Digital River 0.7 $27M 1.3M 20.73
Hospira 0.7 $26M 699k 37.00
Ultimate Software 0.7 $26M 554k 46.72
Atwood Oceanics 0.7 $26M 751k 34.36
Teradyne (TER) 0.7 $26M 2.3M 11.01
Flowserve Corporation (FLS) 0.7 $25M 343k 74.00
Microsemi Corporation 0.7 $25M 1.6M 15.98
Ametek (AME) 0.7 $25M 753k 32.97
Concur Technologies 0.7 $24M 656k 37.23
Uti Worldwide 0.7 $24M 1.8M 13.04
Gen-Probe Incorporated 0.7 $23M 408k 57.25
Cadence Design Systems (CDNS) 0.7 $24M 2.5M 9.24
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.7 $23M 375k 62.23
Navistar International Corporation 0.7 $24M 733k 32.12
Landstar System (LSTR) 0.6 $23M 587k 39.56
Icon 0.6 $23M 1.4M 16.08
Acxiom Corporation 0.6 $23M 2.1M 10.64
McDermott International 0.6 $23M 2.1M 10.76
Stericycle (SRCL) 0.6 $22M 273k 80.72
Patterson Companies (PDCO) 0.6 $22M 750k 28.63
RF Micro Devices 0.6 $22M 3.4M 6.34
SBA Communications Corporation 0.6 $21M 618k 34.48
Fastenal Company (FAST) 0.6 $21M 616k 33.28
Covance 0.6 $21M 456k 45.45
Texas Roadhouse (TXRH) 0.6 $20M 1.5M 13.22
Southwestern Energy Company 0.5 $20M 590k 33.33
Cognizant Technology Solutions (CTSH) 0.5 $19M 305k 62.70
DSW 0.5 $18M 397k 46.18
Adtran 0.5 $18M 676k 26.46
Polypore International 0.5 $18M 310k 56.52
Rogers Corporation (ROG) 0.5 $17M 438k 39.13
Knight Transportation 0.5 $17M 1.3M 13.31
FLIR Systems 0.5 $16M 656k 25.05
Nordstrom (JWN) 0.4 $16M 347k 45.68
RightNow Technologies 0.4 $16M 480k 33.05
Oxford Industries (OXM) 0.4 $16M 453k 34.30
Niko Resources (NKO) 0.4 $15M 371k 41.43
Discovery Communications 0.4 $15M 433k 35.15
Donaldson Company (DCI) 0.4 $15M 274k 54.80
MasterCard Incorporated (MA) 0.4 $14M 45k 317.16
Fidelity National Information Services (FIS) 0.4 $15M 595k 24.32
American Tower Corporation 0.4 $14M 258k 53.80
Nic 0.4 $14M 1.2M 11.45
Rex Energy Corporation 0.4 $13M 1.1M 12.65
American Public Education (APEI) 0.4 $13M 391k 34.00
Tennant Company (TNC) 0.4 $13M 373k 35.37
DealerTrack Holdings 0.4 $13M 857k 15.67
Cameron International Corporation 0.4 $14M 324k 41.54
Robbins & Myers 0.3 $13M 365k 34.71
T. Rowe Price (TROW) 0.3 $12M 255k 47.77
SonoSite 0.3 $12M 404k 30.34
Pegasystems (PEGA) 0.3 $12M 376k 30.61
BJ's Restaurants (BJRI) 0.3 $11M 258k 44.11
Express Scripts 0.3 $11M 298k 37.07
Autodesk (ADSK) 0.3 $11M 384k 27.79
Amphenol Corporation (APH) 0.3 $11M 265k 40.77
Diodes Incorporated (DIOD) 0.3 $9.9M 553k 17.92
Ruby Tuesday 0.3 $9.5M 1.3M 7.16
Belo 0.3 $9.2M 1.9M 4.89
Altera Corporation 0.3 $9.3M 295k 31.53
Praxair 0.2 $8.9M 95k 93.48
InnerWorkings 0.2 $8.9M 1.1M 7.84
Elizabeth Arden 0.2 $9.0M 316k 28.44
Ens 0.2 $8.3M 205k 40.43
Expeditors International of Washington (EXPD) 0.2 $8.4M 207k 40.55
AES Corporation (AES) 0.2 $8.2M 839k 9.76
Power Integrations (POWI) 0.2 $8.5M 276k 30.61
Urban Outfitters (URBN) 0.2 $8.4M 376k 22.31
Atmi 0.2 $8.2M 516k 15.82
Constant Contact 0.2 $8.4M 488k 17.29
3D Systems Corporation (DDD) 0.2 $8.1M 581k 13.99
J.B. Hunt Transport Services (JBHT) 0.2 $8.1M 224k 36.12
Lam Research Corporation (LRCX) 0.2 $8.0M 210k 37.98
Zumiez (ZUMZ) 0.2 $8.0M 456k 17.51
Hertz Global Holdings 0.2 $7.5M 846k 8.90
Foster Wheeler Ltd Com Stk 0.2 $7.5M 419k 17.79
Atlas Air Worldwide Holdings 0.2 $7.4M 221k 33.29
NetApp (NTAP) 0.2 $6.8M 199k 33.93
Weatherford International Lt reg 0.2 $6.8M 558k 12.21
Agilent Technologies Inc C ommon (A) 0.2 $6.4M 205k 31.25
Ixia 0.2 $6.6M 861k 7.67
Bravo Brio Restaurant 0.2 $6.6M 395k 16.64
Rush Enterprises (RUSHA) 0.2 $6.0M 427k 14.16
Imax Corp Cad (IMAX) 0.2 $6.1M 423k 14.48
Bankrate 0.2 $6.1M 400k 15.21
Swift Transportation Company 0.1 $5.6M 864k 6.44
Celadon (CGIP) 0.1 $5.0M 565k 8.88
Mobile Mini 0.1 $4.9M 301k 16.44
San Gold Corp (SGRCF) 0.1 $5.0M 2.4M 2.09
Intermec 0.1 $4.4M 674k 6.52
MaxLinear (MXL) 0.1 $4.2M 654k 6.46
Super Micro Computer (SMCI) 0.1 $4.1M 328k 12.53
Magnum Hunter Resources Corporation 0.1 $3.9M 1.2M 3.31
Juniper Networks (JNPR) 0.1 $3.4M 197k 17.26