Kalmar Investments

Kalmar Investments as of Dec. 31, 2012

Portfolio Holdings for Kalmar Investments

Kalmar Investments holds 147 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alliance Data Systems Corporation (BFH) 3.4 $146M 1.0M 144.76
Cooper Companies (COO) 2.8 $120M 1.3M 92.48
Life Time Fitness 2.4 $104M 2.1M 49.21
MSC Industrial Direct (MSM) 2.1 $92M 1.2M 75.38
Middleby Corporation (MIDD) 1.9 $84M 654k 128.21
Pentair 1.9 $83M 1.7M 49.15
Belden (BDC) 1.7 $75M 1.7M 44.99
PolyOne Corporation 1.6 $69M 3.4M 20.42
LKQ Corporation (LKQ) 1.6 $69M 3.2M 21.10
Polypore International 1.6 $69M 1.5M 46.50
Albemarle Corporation (ALB) 1.6 $67M 1.1M 62.12
Tractor Supply Company (TSCO) 1.5 $65M 731k 88.36
Gentex Corporation (GNTX) 1.5 $63M 3.3M 18.85
United Natural Foods (UNFI) 1.4 $63M 1.2M 53.59
Urban Outfitters (URBN) 1.4 $62M 1.6M 39.36
Chicago Bridge & Iron Company 1.4 $61M 1.3M 46.35
ResMed (RMD) 1.4 $61M 1.5M 41.57
Trimble Navigation (TRMB) 1.4 $60M 1.0M 59.78
W.R. Grace & Co. 1.4 $59M 873k 67.23
BE Aerospace 1.3 $57M 1.2M 49.40
Ultimate Software 1.3 $57M 598k 94.41
Ashland 1.3 $56M 691k 80.41
CarMax (KMX) 1.2 $53M 1.4M 37.54
Kennametal (KMT) 1.2 $53M 1.3M 40.00
Acxiom Corporation 1.2 $52M 3.0M 17.46
Core Laboratories 1.2 $50M 458k 109.31
Cabot Oil & Gas Corporation (CTRA) 1.1 $50M 1.0M 49.74
Sapient Corporation 1.1 $49M 4.7M 10.56
Flowserve Corporation (FLS) 1.1 $47M 322k 146.80
Affiliated Managers (AMG) 1.1 $47M 358k 130.15
F5 Networks (FFIV) 1.1 $46M 469k 97.15
SBA Communications Corporation 1.0 $44M 622k 70.98
Teradyne (TER) 0.9 $41M 2.4M 16.89
NCR Corporation (VYX) 0.9 $40M 1.6M 25.48
EnerSys (ENS) 0.9 $40M 1.1M 37.63
Salix Pharmaceuticals 0.9 $39M 966k 40.47
Atwood Oceanics 0.8 $37M 805k 45.79
FMC Corporation (FMC) 0.8 $37M 627k 58.52
Watson Pharmaceuticals 0.8 $36M 422k 86.00
Herbalife Ltd Com Stk (HLF) 0.8 $37M 1.1M 32.94
Superior Energy Services 0.8 $36M 1.7M 20.72
Carpenter Technology Corporation (CRS) 0.8 $36M 688k 51.63
Service Corporation International (SCI) 0.8 $35M 2.5M 13.81
Nice Systems (NICE) 0.8 $35M 1.0M 33.48
Bankrate 0.8 $34M 2.7M 12.45
Ihs 0.8 $33M 346k 96.00
Informatica Corporation 0.8 $33M 1.1M 30.32
Ametek (AME) 0.8 $32M 861k 37.57
Catamaran 0.8 $33M 693k 47.10
Live Nation Entertainment (LYV) 0.7 $32M 3.5M 9.31
Concur Technologies 0.7 $32M 477k 67.52
SandRidge Energy 0.7 $32M 5.0M 6.35
Landstar System (LSTR) 0.7 $31M 589k 52.46
Atmel Corporation 0.7 $30M 4.6M 6.55
Rovi Corporation 0.7 $30M 1.9M 15.43
Nuance Communications 0.7 $29M 1.3M 22.32
DSW 0.7 $29M 446k 65.69
Rogers Corporation (ROG) 0.7 $29M 581k 49.66
Luminex Corporation 0.7 $28M 1.7M 16.80
Icon 0.6 $28M 991k 27.76
Volcano Corporation 0.6 $28M 1.2M 23.61
DealerTrack Holdings 0.6 $27M 955k 28.72
MICROS Systems 0.6 $26M 619k 42.44
Texas Roadhouse (TXRH) 0.6 $26M 1.5M 16.80
Uti Worldwide 0.6 $26M 1.9M 13.40
Patterson Companies (PDCO) 0.6 $26M 753k 34.23
Stericycle (SRCL) 0.6 $26M 274k 93.28
A. O. Smith Corporation (AOS) 0.6 $26M 405k 63.07
Quanta Services (PWR) 0.6 $25M 899k 27.29
Tennant Company (TNC) 0.6 $25M 563k 43.95
Oxford Industries (OXM) 0.6 $24M 521k 46.36
Snap-on Incorporated (SNA) 0.5 $24M 299k 78.99
Syntel 0.5 $24M 438k 53.63
Finisar Corporation 0.5 $23M 1.4M 16.29
Cognizant Technology Solutions (CTSH) 0.5 $23M 305k 73.88
United Rentals (URI) 0.5 $23M 497k 45.52
MasterCard Incorporated (MA) 0.5 $22M 45k 491.28
Mobile Mini 0.5 $22M 1.1M 20.85
Fidelity National Information Services (FIS) 0.5 $21M 595k 34.81
Elizabeth Arden 0.5 $20M 448k 45.01
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.5 $20M 208k 98.26
Akorn 0.5 $21M 1.5M 13.36
3D Systems Corporation (DDD) 0.5 $20M 378k 53.35
Southwestern Energy Company (SWN) 0.5 $20M 592k 33.41
Integrated Device Technology 0.5 $19M 2.6M 7.30
Colfax Corporation 0.5 $20M 485k 40.35
Avago Technologies 0.5 $20M 621k 31.65
Nic 0.4 $19M 1.2M 16.34
Imax Corp Cad (IMAX) 0.4 $19M 842k 22.48
Discovery Communications 0.4 $18M 315k 58.50
McDermott International 0.4 $18M 1.6M 11.02
Clean Harbors (CLH) 0.4 $16M 299k 55.01
T. Rowe Price (TROW) 0.4 $17M 255k 65.12
Rex Energy Corporation 0.4 $17M 1.3M 13.02
Progressive Waste Solutions 0.4 $16M 756k 21.60
Pdc Energy 0.4 $16M 472k 33.21
Diodes Incorporated (DIOD) 0.3 $15M 859k 17.35
O'reilly Automotive (ORLY) 0.3 $15M 164k 89.42
Wageworks 0.3 $15M 825k 17.80
Thermo Fisher Scientific (TMO) 0.3 $14M 225k 63.78
Hertz Global Holdings 0.3 $14M 846k 16.27
Spectranetics Corporation 0.3 $14M 932k 14.77
Interxion Holding 0.3 $14M 576k 23.76
American Tower Reit (AMT) 0.3 $14M 181k 77.27
Autodesk (ADSK) 0.3 $14M 384k 35.35
Atmi 0.3 $13M 638k 20.88
Fastenal Company (FAST) 0.3 $13M 278k 46.65
Cameron International Corporation 0.3 $13M 221k 56.46
Ens 0.3 $12M 205k 59.28
Trex Company (TREX) 0.3 $12M 331k 37.23
Lam Research Corporation (LRCX) 0.3 $12M 332k 36.13
BJ's Restaurants (BJRI) 0.3 $12M 364k 32.90
Magnum Hunter Resources Corporation 0.3 $12M 3.0M 3.99
Amphenol Corporation (APH) 0.3 $12M 180k 64.70
NCI Building Systems 0.3 $12M 836k 13.90
Atlas Air Worldwide Holdings 0.2 $11M 247k 44.32
Approach Resources 0.2 $11M 434k 25.01
Financial Engines 0.2 $11M 397k 27.74
Power Integrations (POWI) 0.2 $11M 314k 33.61
Xilinx 0.2 $11M 292k 35.86
Corporate Executive Board Company 0.2 $10M 216k 47.46
Celadon (CGIP) 0.2 $10M 562k 18.07
Starwood Hotels & Resorts Worldwide 0.2 $9.6M 167k 57.36
Pegasystems (PEGA) 0.2 $9.7M 429k 22.68
Vocera Communications 0.2 $9.4M 376k 25.10
Zumiez (ZUMZ) 0.2 $8.8M 452k 19.41
Expeditors International of Washington (EXPD) 0.2 $8.2M 207k 39.55
Alexion Pharmaceuticals 0.2 $8.2M 87k 93.73
Praxair 0.2 $7.9M 73k 109.45
Express Scripts Holding 0.2 $7.6M 141k 54.00
J.B. Hunt Transport Services (JBHT) 0.2 $7.6M 127k 59.71
Adtran 0.2 $7.3M 373k 19.54
WNS (WNS) 0.2 $7.5M 715k 10.43
Knight Transportation 0.2 $6.7M 459k 14.63
Conn's (CONN) 0.2 $7.1M 231k 30.66
Constant Contact 0.1 $6.5M 461k 14.21
Rexnord 0.1 $6.4M 300k 21.30
Weatherford International Lt reg 0.1 $6.2M 558k 11.19
Poly 0.1 $5.6M 540k 10.46
Bravo Brio Restaurant 0.1 $5.2M 390k 13.43
W.W. Grainger (GWW) 0.1 $4.8M 24k 202.38
Equinix 0.1 $4.9M 24k 206.19
Bottomline Technologies 0.1 $4.0M 151k 26.39
MaxLinear (MXL) 0.1 $3.5M 705k 5.02
LivePerson (LPSN) 0.1 $2.9M 219k 13.14
Gse Holding 0.0 $1.6M 258k 6.20
Tile Shop Hldgs (TTSH) 0.0 $387k 23k 16.83