Kalmar Investments

Kalmar Investments as of March 31, 2012

Portfolio Holdings for Kalmar Investments

Kalmar Investments holds 150 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cooper Companies (COO) 3.2 $148M 1.8M 81.71
Alliance Data Systems Corporation (BFH) 2.9 $134M 1.1M 125.96
Life Time Fitness 2.2 $103M 2.0M 50.57
MSC Industrial Direct (MSM) 2.1 $96M 1.2M 83.28
Gentex Corporation (GNTX) 1.9 $88M 3.6M 24.50
Ariba 1.8 $81M 2.5M 32.71
Ihs 1.8 $81M 865k 93.65
CarMax (KMX) 1.7 $77M 2.2M 34.65
W.R. Grace & Co. 1.6 $72M 1.2M 57.80
BE Aerospace 1.6 $71M 1.5M 46.47
VeriFone Systems 1.5 $69M 1.3M 51.87
Corrections Corporation of America 1.5 $68M 2.5M 27.31
ResMed (RMD) 1.5 $68M 2.2M 30.91
Tractor Supply Company (TSCO) 1.4 $66M 733k 90.56
Albemarle Corporation (ALB) 1.4 $67M 1.0M 63.92
EnerSys (ENS) 1.4 $64M 1.8M 34.65
Middleby Corporation (MIDD) 1.4 $63M 627k 101.18
F5 Networks (FFIV) 1.4 $63M 469k 134.96
Rovi Corporation 1.4 $63M 1.9M 32.55
FMC Corporation (FMC) 1.4 $62M 587k 105.86
Pentair 1.4 $62M 1.3M 47.61
Kennametal (KMT) 1.3 $60M 1.3M 44.53
Core Laboratories 1.3 $58M 444k 131.57
Affiliated Managers (AMG) 1.2 $56M 500k 111.81
Sapient Corporation 1.2 $56M 4.5M 12.45
Salix Pharmaceuticals 1.2 $55M 1.1M 52.50
Belden (BDC) 1.2 $55M 1.5M 37.91
United Natural Foods (UNFI) 1.2 $55M 1.2M 46.66
Chicago Bridge & Iron Company 1.2 $55M 1.3M 43.19
LKQ Corporation (LKQ) 1.2 $53M 1.7M 31.17
Ultimate Software 1.1 $52M 713k 73.28
Herbalife Ltd Com Stk (HLF) 1.1 $52M 756k 68.82
MICROS Systems 1.1 $50M 900k 55.29
Trimble Navigation (TRMB) 1.1 $48M 889k 54.42
Watson Pharmaceuticals 1.1 $48M 718k 67.06
Progressive Waste Solutions 1.0 $47M 2.2M 21.68
Syntel 1.0 $46M 822k 56.00
Superior Energy Services 1.0 $46M 1.7M 26.36
DeVry 1.0 $46M 1.3M 33.87
Gen-Probe Incorporated 1.0 $44M 664k 66.41
Flowserve Corporation (FLS) 0.9 $40M 344k 115.51
Teradyne (TER) 0.9 $40M 2.3M 16.89
SandRidge Energy 0.8 $39M 4.9M 7.83
Allscripts Healthcare Solutions (MDRX) 0.8 $39M 2.4M 16.60
Nice Systems (NICE) 0.8 $39M 996k 39.30
Concur Technologies 0.8 $38M 656k 57.38
Luminex Corporation 0.8 $37M 1.6M 23.35
Urban Outfitters (URBN) 0.8 $37M 1.3M 29.11
Ametek (AME) 0.8 $37M 755k 48.51
Snap-on Incorporated (SNA) 0.8 $36M 596k 60.97
Atwood Oceanics 0.8 $35M 771k 44.89
Landstar System (LSTR) 0.7 $34M 589k 57.72
Adtran 0.7 $33M 1.1M 31.19
Volcano Corporation 0.7 $34M 1.2M 28.38
Atmel Corporation 0.7 $33M 3.3M 9.86
Live Nation Entertainment (LYV) 0.7 $32M 3.4M 9.40
Uti Worldwide 0.7 $32M 1.8M 17.23
SBA Communications Corporation 0.7 $32M 620k 50.81
Acxiom Corporation 0.7 $31M 2.1M 14.68
Service Corporation International (SCI) 0.6 $29M 2.5M 11.26
Finisar Corporation 0.6 $28M 1.4M 20.15
Deckers Outdoor Corporation (DECK) 0.6 $27M 425k 63.05
McDermott International 0.6 $27M 2.1M 12.81
Nuance Communications 0.6 $26M 1.0M 25.58
DealerTrack Holdings 0.6 $26M 859k 30.26
Texas Roadhouse (TXRH) 0.6 $26M 1.5M 16.64
Patterson Companies (PDCO) 0.6 $25M 752k 33.40
Oxford Industries (OXM) 0.5 $24M 476k 50.82
Avago Technologies 0.5 $24M 620k 38.97
Cognizant Technology Solutions (CTSH) 0.5 $23M 305k 76.95
Stericycle (SRCL) 0.5 $23M 274k 83.64
Polypore International 0.5 $22M 635k 35.16
Knight Transportation 0.5 $22M 1.2M 17.66
DSW 0.5 $22M 400k 54.77
Icon 0.5 $21M 988k 21.22
Discovery Communications 0.4 $20M 433k 46.88
Bankrate 0.4 $20M 811k 24.75
Fidelity National Information Services (FIS) 0.4 $20M 595k 33.12
MasterCard Incorporated (MA) 0.4 $19M 45k 420.53
Comscore 0.4 $18M 847k 21.39
Southwestern Energy Company (SWN) 0.4 $18M 591k 30.60
ON Semiconductor (ON) 0.4 $18M 1.9M 9.01
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.4 $17M 187k 92.89
Tennant Company (TNC) 0.4 $18M 399k 44.00
RF Micro Devices 0.4 $17M 3.4M 4.98
Rogers Corporation (ROG) 0.4 $17M 438k 38.75
Colfax Corporation 0.4 $17M 484k 35.24
T. Rowe Price (TROW) 0.4 $17M 255k 65.30
Diodes Incorporated (DIOD) 0.4 $17M 716k 23.18
Zumiez (ZUMZ) 0.4 $17M 459k 36.11
Autodesk (ADSK) 0.3 $16M 384k 42.32
American Tower Reit (AMT) 0.3 $16M 258k 63.02
Express Scripts Holding 0.3 $16M 298k 54.18
American Public Education (APEI) 0.3 $16M 412k 38.00
Poly 0.3 $15M 808k 19.07
Nordstrom (JWN) 0.3 $15M 275k 55.72
Fastenal Company (FAST) 0.3 $15M 278k 54.10
FLIR Systems 0.3 $14M 553k 25.31
Pegasystems (PEGA) 0.3 $14M 370k 38.16
Approach Resources 0.3 $14M 387k 36.95
3D Systems Corporation (DDD) 0.3 $14M 595k 23.54
Belo 0.3 $14M 1.9M 7.17
Atmi 0.3 $13M 566k 23.30
Niko Resources (NKO) 0.3 $13M 377k 35.11
Hertz Global Holdings 0.3 $13M 846k 15.04
Nic 0.3 $13M 1.1M 12.15
BJ's Restaurants (BJRI) 0.3 $13M 255k 50.35
Lam Research Corporation (LRCX) 0.3 $12M 270k 44.62
Rex Energy Corporation 0.3 $12M 1.1M 10.68
Altera Corporation 0.3 $12M 295k 39.82
Robbins & Myers 0.3 $12M 225k 52.05
Imax Corp Cad (IMAX) 0.3 $12M 496k 24.44
Cameron International Corporation 0.3 $12M 221k 52.83
Magnum Hunter Resources Corporation 0.3 $12M 1.9M 6.41
NetApp (NTAP) 0.2 $11M 256k 44.77
Ens 0.2 $11M 205k 52.93
Elizabeth Arden 0.2 $11M 319k 34.98
Atlas Air Worldwide Holdings 0.2 $11M 222k 49.21
Power Integrations (POWI) 0.2 $11M 282k 37.12
Ruby Tuesday 0.2 $11M 1.2M 9.13
Amphenol Corporation (APH) 0.2 $11M 180k 59.77
Ixia 0.2 $11M 860k 12.51
Constant Contact 0.2 $10M 351k 29.79
Swift Transportation Company 0.2 $10M 864k 11.54
Expeditors International of Washington (EXPD) 0.2 $9.6M 207k 46.51
Informatica Corporation 0.2 $9.7M 183k 52.90
Rexnord 0.2 $9.5M 450k 21.10
Akorn 0.2 $9.2M 786k 11.70
Integrated Device Technology 0.2 $8.9M 1.2M 7.15
Praxair 0.2 $8.3M 73k 114.63
American Vanguard (AVD) 0.2 $8.4M 388k 21.69
Weatherford International Lt reg 0.2 $8.4M 558k 15.09
Celadon (CGIP) 0.2 $7.8M 504k 15.55
Bravo Brio Restaurant 0.2 $7.7M 388k 19.96
Rush Enterprises (RUSHA) 0.2 $7.4M 349k 21.22
J.B. Hunt Transport Services (JBHT) 0.1 $6.9M 127k 54.37
Compuware Corporation 0.1 $6.9M 751k 9.19
Petroleum Development Corporation 0.1 $6.4M 173k 37.09
InnerWorkings 0.1 $6.3M 539k 11.65
Trex Company (TREX) 0.1 $6.6M 207k 32.08
Mobile Mini 0.1 $6.4M 301k 21.12
Super Micro Computer (SMCI) 0.1 $5.9M 338k 17.46
Riverbed Technology 0.1 $5.6M 198k 28.08
WNS (WNS) 0.1 $4.0M 332k 12.05
MaxLinear (MXL) 0.1 $3.6M 653k 5.57
NCI Building Systems 0.1 $2.4M 207k 11.51
Gse Holding 0.1 $2.5M 189k 13.13
Intermec 0.0 $2.1M 266k 7.73
Vocera Communications 0.0 $702k 30k 23.40
Bottomline Technologies 0.0 $311k 11k 27.96