Kalmar Investments

Kalmar Investments as of Sept. 30, 2012

Portfolio Holdings for Kalmar Investments

Kalmar Investments holds 154 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alliance Data Systems Corporation (BFH) 3.5 $151M 1.1M 141.95
Cooper Companies 2.9 $124M 1.3M 94.46
Life Time Fitness 2.2 $94M 2.0M 45.74
ResMed (RMD) 2.1 $89M 2.2M 40.47
MSC Industrial Direct (MSM) 1.9 $80M 1.2M 67.46
Pentair 1.7 $75M 1.7M 44.51
Tractor Supply Company (TSCO) 1.7 $73M 737k 98.89
Middleby Corporation (MIDD) 1.7 $73M 632k 115.64
United Natural Foods (UNFI) 1.6 $70M 1.2M 58.45
Ihs 1.5 $67M 684k 97.35
LKQ Corporation (LKQ) 1.5 $63M 3.4M 18.47
CarMax (KMX) 1.4 $63M 2.2M 28.30
Affiliated Managers (AMG) 1.4 $62M 500k 123.00
Gentex Corporation (GNTX) 1.4 $61M 3.6M 16.99
W.R. Grace & Co. 1.4 $59M 993k 59.08
Belden (BDC) 1.3 $57M 1.5M 36.88
Albemarle Corporation (ALB) 1.3 $55M 1.0M 52.68
Core Laboratories 1.3 $54M 447k 121.48
Herbalife Ltd Com Stk (HLF) 1.2 $53M 1.1M 47.40
PolyOne Corporation 1.2 $52M 3.1M 16.57
Kennametal (KMT) 1.2 $50M 1.3M 37.08
Polypore International 1.2 $50M 1.4M 35.35
Acxiom Corporation 1.1 $50M 2.7M 18.27
F5 Networks (FFIV) 1.1 $49M 469k 104.64
BE Aerospace 1.1 $49M 1.2M 42.11
Chicago Bridge & Iron Company 1.1 $49M 1.3M 38.09
Sapient Corporation 1.1 $48M 4.5M 10.66
Ultimate Software 1.1 $47M 464k 102.10
Urban Outfitters (URBN) 1.1 $47M 1.3M 37.56
EnerSys (ENS) 1.1 $46M 1.3M 35.29
Cabot Oil & Gas Corporation (CTRA) 1.0 $45M 1.0M 44.90
Flowserve Corporation (FLS) 1.0 $44M 344k 127.74
Progressive Waste Solutions 1.0 $44M 2.1M 20.57
Bankrate 1.0 $41M 2.6M 15.58
Salix Pharmaceuticals 0.9 $41M 966k 42.34
Trimble Navigation (TRMB) 0.9 $40M 830k 47.66
Syntel 0.9 $40M 639k 62.41
SBA Communications Corporation 0.9 $39M 621k 62.90
Watson Pharmaceuticals 0.9 $39M 461k 85.16
Informatica Corporation 0.9 $38M 1.1M 34.85
Concur Technologies 0.9 $38M 509k 73.73
NCR Corporation (VYX) 0.8 $37M 1.6M 23.31
Ariba 0.8 $36M 801k 44.80
Superior Energy Services 0.8 $36M 1.7M 20.52
Atwood Oceanics 0.8 $35M 779k 45.45
SandRidge Energy 0.8 $35M 5.0M 6.97
FMC Corporation (FMC) 0.8 $35M 627k 55.38
Service Corporation International (SCI) 0.8 $34M 2.5M 13.46
Volcano Corporation 0.8 $34M 1.2M 28.57
Catamaran 0.8 $34M 346k 97.97
Teradyne (TER) 0.8 $34M 2.4M 14.22
Nice Systems (NICE) 0.8 $33M 1.0M 33.22
Nuance Communications 0.8 $33M 1.3M 24.89
Corrections Corporation of America 0.8 $32M 965k 33.45
Luminex Corporation 0.7 $31M 1.6M 19.44
Ametek (AME) 0.7 $31M 861k 35.45
Live Nation Entertainment (LYV) 0.7 $30M 3.5M 8.61
Oxford Industries (OXM) 0.7 $30M 539k 56.45
Ashland 0.7 $30M 421k 71.60
Landstar System (LSTR) 0.7 $28M 589k 47.28
VeriFone Systems 0.7 $28M 1000k 27.85
Rovi Corporation 0.7 $28M 1.9M 14.51
DSW 0.6 $27M 407k 66.72
MICROS Systems 0.6 $26M 535k 49.16
Texas Roadhouse (TXRH) 0.6 $26M 1.5M 17.10
Patterson Companies (PDCO) 0.6 $26M 752k 34.24
McDermott International 0.6 $25M 2.1M 12.22
Uti Worldwide 0.6 $25M 1.9M 13.47
Stericycle (SRCL) 0.6 $25M 274k 90.48
Discovery Communications 0.6 $24M 433k 56.04
Atmel Corporation 0.6 $24M 4.6M 5.26
DealerTrack Holdings 0.6 $24M 872k 27.85
Icon 0.6 $24M 990k 24.37
Rogers Corporation (ROG) 0.5 $22M 529k 42.36
Carpenter Technology Corporation (CRS) 0.5 $23M 431k 52.32
Tennant Company (TNC) 0.5 $22M 514k 42.82
Snap-on Incorporated (SNA) 0.5 $22M 299k 71.87
Avago Technologies 0.5 $22M 620k 34.86
Cognizant Technology Solutions (CTSH) 0.5 $21M 305k 69.89
Southwestern Energy Company 0.5 $21M 592k 34.78
MasterCard Incorporated (MA) 0.5 $20M 45k 451.48
Finisar Corporation 0.5 $20M 1.4M 14.32
Fidelity National Information Services (FIS) 0.4 $19M 595k 31.22
Adtran 0.4 $18M 1.1M 17.28
American Tower Reit (AMT) 0.4 $18M 258k 71.39
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.4 $18M 190k 96.31
Colfax Corporation 0.4 $18M 484k 36.67
BJ's Restaurants (BJRI) 0.4 $17M 371k 45.35
United Rentals (URI) 0.4 $16M 496k 32.71
T. Rowe Price (TROW) 0.4 $16M 255k 63.30
Nic 0.4 $16M 1.1M 14.80
Elizabeth Arden 0.4 $15M 324k 47.24
Rex Energy Corporation 0.4 $15M 1.2M 13.34
Belo 0.3 $15M 1.9M 7.83
Akorn 0.3 $15M 1.1M 13.22
Imax Corp Cad (IMAX) 0.3 $15M 765k 19.91
3D Systems Corporation (DDD) 0.3 $14M 435k 32.85
Diodes Incorporated (DIOD) 0.3 $14M 799k 17.01
O'reilly Automotive (ORLY) 0.3 $14M 164k 83.62
Robbins & Myers 0.3 $13M 222k 59.60
Autodesk (ADSK) 0.3 $13M 384k 33.35
Pegasystems (PEGA) 0.3 $13M 439k 29.04
Zumiez (ZUMZ) 0.3 $13M 466k 27.73
Cameron International Corporation 0.3 $12M 221k 56.07
Spectranetics Corporation 0.3 $13M 849k 14.75
Integrated Device Technology 0.3 $12M 2.1M 5.87
Knight Transportation 0.3 $12M 855k 14.30
Fastenal Company (FAST) 0.3 $12M 278k 42.99
Magnum Hunter Resources Corporation 0.3 $12M 2.8M 4.44
Hertz Global Holdings 0.3 $12M 846k 13.73
Atlas Air Worldwide Holdings 0.3 $12M 225k 51.63
Approach Resources 0.3 $12M 393k 30.12
Ens 0.3 $11M 205k 54.56
Rush Enterprises (RUSHA) 0.3 $11M 587k 19.26
Amphenol Corporation (APH) 0.2 $11M 180k 58.88
Atmi 0.2 $11M 581k 18.57
Rexnord 0.2 $11M 591k 18.22
Vocera Communications 0.2 $11M 343k 30.91
Trex Company (TREX) 0.2 $10M 301k 34.12
Lam Research Corporation 0.2 $11M 332k 31.78
Comscore 0.2 $11M 687k 15.25
Altera Corporation 0.2 $10M 295k 34.00
Alexion Pharmaceuticals 0.2 $10M 87k 114.40
Compuware Corporation 0.2 $9.5M 957k 9.89
Starwood Hotels & Resorts Worldwide 0.2 $9.7M 167k 57.96
Express Scripts Holding 0.2 $8.9M 141k 62.63
Power Integrations (POWI) 0.2 $8.7M 286k 30.45
Mobile Mini 0.2 $8.5M 508k 16.70
Constant Contact 0.2 $8.7M 500k 17.40
Pdc Energy 0.2 $8.8M 280k 31.63
Wageworks 0.2 $8.6M 492k 17.45
NetApp (NTAP) 0.2 $8.4M 256k 32.88
Celadon (CGIP) 0.2 $8.0M 499k 16.07
Poly 0.2 $8.0M 807k 9.85
Interxion Holding 0.2 $7.6M 333k 22.72
Expeditors International of Washington (EXPD) 0.2 $7.5M 207k 36.35
Thermo Fisher Scientific (TMO) 0.2 $7.1M 121k 58.83
Praxair 0.2 $7.5M 73k 103.88
InnerWorkings 0.2 $7.1M 547k 13.02
NCI Building Systems 0.2 $6.8M 678k 10.03
Weatherford International Lt reg 0.2 $7.1M 558k 12.68
Financial Engines 0.2 $6.9M 291k 23.82
J.B. Hunt Transport Services (JBHT) 0.1 $6.6M 127k 52.04
WNS 0.1 $6.6M 646k 10.24
Super Micro Computer 0.1 $6.6M 546k 12.03
Bravo Brio Restaurant 0.1 $5.7M 393k 14.55
W.W. Grainger (GWW) 0.1 $4.9M 24k 208.37
Ross Stores (ROST) 0.1 $4.7M 73k 64.59
Riverbed Technology 0.1 $4.6M 198k 23.28
DeVry 0.1 $4.4M 194k 22.76
MaxLinear (MXL) 0.1 $4.4M 663k 6.69
FLIR Systems 0.1 $2.4M 120k 19.97
Gse Holding 0.1 $2.1M 266k 7.85
Bottomline Technologies 0.0 $275k 11k 24.72