Kalmar Investments

Kalmar Investments as of Dec. 31, 2011

Portfolio Holdings for Kalmar Investments

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alliance Data Systems Corporation (BFH) 3.3 $131M 1.3M 103.84
Cooper Companies 3.2 $127M 1.8M 70.52
Life Time Fitness 2.4 $95M 2.0M 46.75
LKQ Corporation (LKQ) 2.2 $87M 2.9M 30.08
MSC Industrial Direct (MSM) 2.0 $82M 1.1M 71.55
Ihs 1.9 $74M 864k 86.16
Tractor Supply Company (TSCO) 1.7 $70M 993k 70.15
Ariba 1.7 $70M 2.5M 28.08
Gentex Corporation (GNTX) 1.7 $67M 2.3M 29.59
CarMax (KMX) 1.7 $67M 2.2M 30.48
Albemarle Corporation (ALB) 1.6 $64M 1.2M 51.51
Chicago Bridge & Iron Company 1.5 $62M 1.6M 37.80
BE Aerospace 1.5 $59M 1.5M 38.71
Middleby Corporation (MIDD) 1.4 $58M 620k 94.04
W.R. Grace & Co. 1.4 $57M 1.2M 45.92
Sapient Corporation 1.4 $56M 4.4M 12.60
ResMed (RMD) 1.4 $56M 2.2M 25.40
Corrections Corporation of America 1.3 $54M 2.7M 20.37
DeVry 1.3 $51M 1.3M 38.46
FMC Corporation (FMC) 1.3 $50M 586k 86.04
Core Laboratories 1.2 $50M 442k 113.95
F5 Networks (FFIV) 1.2 $50M 468k 106.12
Superior Energy Services 1.2 $50M 1.7M 28.44
Kennametal (KMT) 1.2 $49M 1.3M 36.52
Affiliated Managers (AMG) 1.2 $48M 499k 95.95
Belden (BDC) 1.2 $48M 1.4M 33.28
VeriFone Systems 1.2 $47M 1.3M 35.52
Rovi Corporation 1.2 $48M 1.9M 24.58
EnerSys (ENS) 1.2 $47M 1.8M 25.97
United Natural Foods (UNFI) 1.2 $47M 1.2M 40.01
Allscripts Healthcare Solutions (MDRX) 1.1 $45M 2.4M 18.94
Salix Pharmaceuticals 1.1 $45M 935k 47.85
Pentair 1.1 $43M 1.3M 33.29
Progressive Waste Solutions 1.1 $43M 2.2M 19.59
MICROS Systems 1.0 $42M 899k 46.58
SandRidge Energy 1.0 $40M 4.9M 8.16
Herbalife Ltd Com Stk (HLF) 1.0 $39M 755k 51.67
Trimble Navigation (TRMB) 1.0 $39M 889k 43.40
Syntel 1.0 $39M 829k 46.77
Williams-Sonoma (WSM) 0.9 $38M 991k 38.50
Ultimate Software 0.9 $36M 549k 65.12
Flowserve Corporation (FLS) 0.8 $34M 344k 99.32
Nice Systems (NICE) 0.8 $34M 991k 34.45
Luminex Corporation 0.8 $33M 1.6M 21.23
Concur Technologies 0.8 $32M 622k 50.79
Ametek (AME) 0.8 $32M 754k 42.10
Teradyne (TER) 0.8 $32M 2.3M 13.63
Atwood Oceanics 0.8 $31M 767k 39.79
Adtran 0.7 $29M 965k 30.16
Atmel Corporation 0.7 $29M 3.5M 8.10
Snap-on Incorporated (SNA) 0.7 $28M 558k 50.62
Live Nation Entertainment (LYV) 0.7 $28M 3.4M 8.31
Landstar System (LSTR) 0.7 $28M 588k 47.92
Volcano Corporation 0.7 $28M 1.2M 23.79
Avago Technologies 0.7 $28M 977k 28.86
Navistar International Corporation 0.7 $28M 734k 37.88
Watson Pharmaceuticals 0.7 $27M 454k 60.34
Polypore International 0.7 $27M 623k 43.99
Service Corporation International (SCI) 0.7 $27M 2.5M 10.65
SBA Communications Corporation 0.7 $27M 619k 42.96
Nuance Communications 0.6 $25M 1.0M 25.16
Gen-Probe Incorporated 0.6 $24M 408k 59.12
Poly 0.6 $24M 1.5M 16.30
Uti Worldwide 0.6 $24M 1.8M 13.29
DealerTrack Holdings 0.6 $24M 874k 27.26
McDermott International 0.6 $24M 2.1M 11.51
Texas Roadhouse (TXRH) 0.6 $23M 1.5M 14.90
Acxiom Corporation 0.6 $23M 1.9M 12.21
Patterson Companies (PDCO) 0.6 $22M 751k 29.52
SonoSite 0.5 $22M 401k 53.86
Stericycle (SRCL) 0.5 $21M 274k 77.92
Oxford Industries (OXM) 0.5 $21M 464k 45.12
Covance 0.5 $21M 456k 45.72
Cognizant Technology Solutions (CTSH) 0.5 $20M 305k 64.31
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.5 $19M 295k 64.92
Fastenal Company (FAST) 0.5 $19M 431k 43.61
Southwestern Energy Company 0.5 $19M 591k 31.94
RF Micro Devices 0.5 $19M 3.4M 5.40
DSW 0.5 $18M 409k 44.21
Robbins & Myers 0.5 $18M 375k 48.55
Comscore 0.4 $18M 831k 21.20
Nordstrom 0.4 $17M 347k 49.71
Knight Transportation 0.4 $17M 1.1M 15.64
American Public Education (APEI) 0.4 $17M 402k 43.28
Icon 0.4 $17M 1.0M 17.11
MasterCard Incorporated (MA) 0.4 $17M 45k 372.83
Bankrate 0.4 $17M 785k 21.50
Discovery Communications 0.4 $16M 433k 37.70
FLIR Systems 0.4 $17M 657k 25.07
Niko Resources (NKO) 0.4 $16M 344k 47.37
Rex Energy Corporation 0.4 $16M 1.1M 14.76
Cameron International Corporation 0.4 $16M 324k 49.19
Fidelity National Information Services (FIS) 0.4 $16M 595k 26.59
American Tower Reit (AMT) 0.4 $16M 258k 60.01
Tennant Company (TNC) 0.4 $15M 387k 38.87
T. Rowe Price (TROW) 0.4 $15M 255k 56.95
Nic 0.3 $14M 1.0M 13.31
Express Scripts 0.3 $13M 298k 44.69
Rogers Corporation (ROG) 0.3 $13M 360k 36.86
Zumiez (ZUMZ) 0.3 $13M 476k 27.76
Elizabeth Arden 0.3 $12M 331k 37.04
Amphenol Corporation (APH) 0.3 $12M 265k 45.39
Autodesk (ADSK) 0.3 $12M 384k 30.33
Belo 0.3 $12M 1.9M 6.30
Diodes Incorporated (DIOD) 0.3 $12M 548k 21.30
BJ's Restaurants (BJRI) 0.3 $12M 255k 45.32
Approach Resources 0.3 $12M 402k 29.41
Altera Corporation 0.3 $11M 295k 37.10
Pegasystems (PEGA) 0.3 $11M 367k 29.40
Atmi 0.3 $11M 539k 20.03
Urban Outfitters (URBN) 0.3 $11M 383k 27.56
J.B. Hunt Transport Services (JBHT) 0.2 $10M 224k 45.07
Hertz Global Holdings 0.2 $9.9M 846k 11.72
Constant Contact 0.2 $10M 439k 23.21
Ens 0.2 $9.6M 205k 46.92
Power Integrations (POWI) 0.2 $9.8M 294k 33.16
Rush Enterprises (RUSHA) 0.2 $9.6M 460k 20.92
Magnum Hunter Resources Corporation 0.2 $9.8M 1.8M 5.39
NetApp (NTAP) 0.2 $9.3M 256k 36.27
InnerWorkings 0.2 $8.8M 947k 9.31
Imax Corp Cad (IMAX) 0.2 $8.7M 474k 18.33
Expeditors International of Washington (EXPD) 0.2 $8.5M 207k 40.96
Weatherford International Lt reg 0.2 $8.2M 558k 14.64
3D Systems Corporation (DDD) 0.2 $8.2M 570k 14.40
Praxair 0.2 $7.7M 73k 106.91
Lam Research Corporation 0.2 $7.8M 210k 37.02
Atlas Air Worldwide Holdings 0.2 $7.1M 185k 38.43
Ixia 0.2 $7.4M 701k 10.51
Swift Transportation Company 0.2 $7.1M 864k 8.24
Ruby Tuesday 0.2 $6.8M 988k 6.90
Informatica Corporation 0.2 $6.7M 183k 36.93
Bravo Brio Restaurant 0.2 $6.7M 390k 17.15
Compuware Corporation 0.2 $6.2M 751k 8.32
Mobile Mini 0.1 $5.2M 296k 17.45
Super Micro Computer 0.1 $5.4M 345k 15.68
Riverbed Technology 0.1 $4.7M 198k 23.50
Celadon (CGIP) 0.1 $4.5M 380k 11.81
San Gold Corp (SGRCF) 0.1 $4.3M 2.3M 1.86
Digital River 0.1 $4.2M 280k 15.02
MaxLinear (MXL) 0.1 $3.0M 637k 4.75
Intermec 0.1 $3.0M 438k 6.86
Bottomline Technologies 0.0 $258k 11k 23.19