Kalmar Investments

Kalmar Investments as of June 30, 2014

Portfolio Holdings for Kalmar Investments

Kalmar Investments holds 157 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alliance Data Systems Corporation (BFH) 2.9 $166M 589k 281.25
Cooper Companies (COO) 2.2 $130M 956k 135.53
PolyOne Corporation 1.9 $109M 2.6M 42.14
Life Time Fitness 1.8 $105M 2.2M 48.74
MSC Industrial Direct (MSM) 1.8 $103M 1.1M 95.64
Chicago Bridge & Iron Company 1.7 $101M 1.5M 68.20
West Pharmaceutical Services (WST) 1.7 $97M 2.3M 42.18
LKQ Corporation (LKQ) 1.6 $93M 3.5M 26.69
Belden (BDC) 1.5 $89M 1.1M 78.16
Ihs 1.4 $83M 613k 135.67
CarMax (KMX) 1.4 $79M 1.5M 52.01
EnerSys (ENS) 1.4 $79M 1.1M 68.79
United Natural Foods (UNFI) 1.4 $78M 1.2M 65.10
Pentair 1.4 $79M 1.1M 72.12
A. O. Smith Corporation (AOS) 1.3 $78M 1.6M 49.58
Conn's (CONN) 1.3 $77M 1.6M 49.39
Middleby Corporation (MIDD) 1.3 $73M 883k 82.72
Herbalife Ltd Com Stk (HLF) 1.2 $72M 1.1M 64.54
Sapient Corporation 1.2 $71M 4.4M 16.25
Atmel Corporation 1.2 $68M 7.3M 9.37
Watsco, Incorporated (WSO) 1.1 $67M 653k 102.76
Ultimate Software 1.1 $66M 480k 138.17
Ashland 1.1 $66M 610k 108.74
Live Nation Entertainment (LYV) 1.1 $65M 2.6M 24.69
W.R. Grace & Co. 1.1 $65M 692k 94.53
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.1 $64M 704k 91.41
Teradyne (TER) 1.1 $64M 3.2M 19.60
Tractor Supply Company (TSCO) 1.1 $62M 1.0M 60.40
Affiliated Managers (AMG) 1.1 $61M 298k 205.40
ResMed (RMD) 1.0 $60M 1.2M 50.63
Salix Pharmaceuticals 1.0 $60M 486k 123.35
Acxiom Corporation 1.0 $58M 2.7M 21.69
Informatica Corporation 1.0 $58M 1.6M 35.65
Worthington Industries (WOR) 1.0 $58M 1.3M 43.04
Ametek (AME) 1.0 $56M 1.1M 52.28
Electronics For Imaging 1.0 $56M 1.2M 45.20
DealerTrack Holdings 1.0 $56M 1.2M 45.34
Core Laboratories 0.9 $55M 327k 167.06
Cyberonics 0.9 $55M 874k 62.46
Bankrate 0.9 $54M 3.1M 17.54
Service Corporation International (SCI) 0.9 $54M 2.6M 20.72
Urban Outfitters (URBN) 0.9 $53M 1.6M 33.86
Methode Electronics (MEI) 0.9 $52M 1.4M 38.21
F5 Networks (FFIV) 0.9 $52M 466k 111.44
Carpenter Technology Corporation (CRS) 0.9 $52M 821k 63.25
Jarden Corporation 0.8 $50M 838k 59.35
Actavis 0.8 $49M 218k 223.05
Cabot Oil & Gas Corporation (CTRA) 0.8 $48M 1.4M 34.14
SBA Communications Corporation 0.8 $47M 461k 102.30
Flowserve Corporation (FLS) 0.8 $47M 632k 74.35
Bonanza Creek Energy 0.8 $47M 827k 57.19
DSW 0.8 $47M 1.7M 27.94
FMC Corporation (FMC) 0.8 $45M 633k 71.19
Quanta Services (PWR) 0.7 $43M 1.2M 34.58
Dorman Products (DORM) 0.7 $42M 860k 49.32
MICROS Systems 0.7 $42M 613k 67.90
Trex Company (TREX) 0.7 $41M 1.4M 28.82
Texas Roadhouse (TXRH) 0.7 $42M 1.6M 26.00
Wolverine World Wide (WWW) 0.7 $39M 1.5M 26.06
Atwood Oceanics 0.7 $39M 740k 52.48
Rogers Corporation (ROG) 0.7 $39M 589k 66.35
Halcon Resources 0.7 $39M 5.4M 7.29
BE Aerospace 0.7 $38M 410k 92.49
Carlisle Companies (CSL) 0.7 $38M 439k 86.62
Trimble Navigation (TRMB) 0.6 $36M 985k 36.95
United Rentals (URI) 0.6 $36M 344k 104.73
Syntel 0.6 $36M 417k 85.96
Polypore International 0.6 $36M 752k 47.73
Superior Energy Services 0.6 $36M 995k 36.14
Southwestern Energy Company (SWN) 0.6 $35M 775k 45.49
Gulfport Energy Corporation 0.6 $32M 514k 62.80
Vitamin Shoppe 0.5 $31M 725k 43.02
Acuity Brands (AYI) 0.5 $31M 224k 138.25
Icon (ICLR) 0.5 $30M 636k 47.11
Luminex Corporation 0.5 $29M 1.7M 17.15
Cognizant Technology Solutions (CTSH) 0.5 $28M 577k 48.91
Finisar Corporation 0.5 $28M 1.4M 19.75
Oxford Industries (OXM) 0.5 $29M 430k 66.67
Tennant Company (TNC) 0.5 $29M 374k 76.32
Magnum Hunter Resources Corporation 0.5 $29M 3.5M 8.20
Bruker Corporation (BRKR) 0.5 $28M 1.2M 24.27
3D Systems Corporation (DDD) 0.5 $28M 465k 59.80
Mobile Mini 0.5 $28M 575k 47.89
Encore Capital (ECPG) 0.5 $27M 595k 45.42
Diodes Incorporated (DIOD) 0.5 $27M 927k 28.96
MasterCard Incorporated (MA) 0.4 $25M 341k 73.47
Dick's Sporting Goods (DKS) 0.4 $25M 535k 46.56
Wageworks 0.4 $25M 524k 48.21
Akorn 0.4 $24M 722k 33.25
Pdc Energy 0.4 $24M 375k 63.15
Integrated Device Technology 0.4 $23M 1.5M 15.46
Bottomline Technologies 0.4 $23M 780k 29.92
Concur Technologies 0.4 $23M 245k 93.34
Hertz Global Holdings 0.4 $23M 802k 28.03
Thermo Fisher Scientific (TMO) 0.4 $22M 187k 118.00
Krispy Kreme Doughnuts 0.4 $22M 1.4M 15.98
Align Technology (ALGN) 0.4 $22M 394k 56.04
Del Friscos Restaurant 0.4 $22M 802k 27.56
Stericycle (SRCL) 0.4 $21M 181k 118.42
Discovery Communications 0.4 $22M 299k 72.59
G-III Apparel (GIII) 0.4 $22M 267k 81.66
T. Rowe Price (TROW) 0.3 $20M 241k 84.41
Rex Energy Corporation 0.3 $21M 1.2M 17.71
Conversant 0.3 $21M 807k 25.40
Weatherford Intl Plc ord 0.3 $20M 873k 23.00
Power Integrations (POWI) 0.3 $20M 348k 57.54
Fidelity National Information Services (FIS) 0.3 $19M 355k 54.74
Fastenal Company (FAST) 0.3 $18M 363k 49.49
Spectranetics Corporation 0.3 $18M 776k 22.88
Pegasystems (PEGA) 0.3 $18M 837k 21.12
Imax Corp Cad (IMAX) 0.3 $17M 603k 28.48
Amphenol Corporation (APH) 0.3 $16M 170k 96.34
Stage Stores 0.3 $17M 883k 18.69
O'reilly Automotive (ORLY) 0.3 $16M 108k 150.60
Chemtura Corporation 0.3 $16M 595k 26.13
Interxion Holding 0.3 $16M 578k 27.38
American Tower Reit (AMT) 0.3 $15M 172k 89.98
Ryder System (R) 0.3 $15M 173k 88.09
Corporate Executive Board Company 0.3 $15M 220k 68.22
Marchex (MCHX) 0.2 $15M 1.2M 12.02
NCI Building Systems 0.2 $15M 763k 19.43
Financial Engines 0.2 $14M 316k 45.28
WNS (WNS) 0.2 $13M 684k 19.18
Xilinx 0.2 $13M 277k 47.31
Starwood Hotels & Resorts Worldwide 0.2 $13M 158k 80.82
Stein Mart 0.2 $13M 929k 13.89
Monotype Imaging Holdings 0.2 $13M 448k 28.17
Alexion Pharmaceuticals 0.2 $13M 83k 156.25
8x8 (EGHT) 0.2 $12M 1.5M 8.08
Autodesk (ADSK) 0.2 $12M 206k 56.38
Harley-Davidson (HOG) 0.2 $12M 169k 69.85
Zumiez (ZUMZ) 0.2 $12M 432k 27.59
Perrigo Company 0.2 $11M 78k 145.76
Cameron International Corporation 0.2 $11M 165k 67.71
Zoetis Inc Cl A (ZTS) 0.2 $11M 335k 32.27
InnerWorkings 0.2 $11M 1.3M 8.50
Ruckus Wireless 0.2 $10M 857k 11.91
Repligen Corporation (RGEN) 0.2 $9.7M 428k 22.79
Praxair 0.2 $9.1M 69k 132.84
Cambrex Corporation 0.2 $9.2M 446k 20.70
Icg Group 0.2 $9.5M 456k 20.88
Expeditors International of Washington (EXPD) 0.1 $8.7M 197k 44.16
J.B. Hunt Transport Services (JBHT) 0.1 $8.8M 120k 73.78
Callidus Software 0.1 $8.9M 743k 11.94
Elizabeth Arden 0.1 $7.6M 353k 21.42
Lam Research Corporation (LRCX) 0.1 $7.4M 109k 67.58
MaxLinear (MXL) 0.1 $7.7M 769k 10.07
SciQuest 0.1 $7.5M 425k 17.69
Entravision Communication (EVC) 0.1 $6.7M 1.1M 6.22
Catamaran 0.1 $7.2M 163k 44.16
Monro Muffler Brake (MNRO) 0.1 $6.6M 125k 53.19
Vascular Solutions 0.1 $5.1M 231k 22.19
Verisk Analytics (VRSK) 0.1 $4.6M 77k 60.02
Mix Telematics Ltd - (MIXT) 0.1 $4.8M 478k 10.05
STAAR Surgical Company (STAA) 0.1 $4.0M 236k 16.80
Fox Factory Hldg (FOXF) 0.0 $2.5M 143k 17.59
Nic 0.0 $1.6M 101k 15.85