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Institutional Investment Manager
KALMAR INVESTMENTS INC /DE/
KALMAR INVESTMENTS INC /DE/ (CIK: 0000928749) incorporated in Delaware, located at 3701 Kennett Pike, Greenville, DE. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q1)
Portfolio Summary: 156 holdings with a total value of $5,930,793,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 Micros Systems 802,406 42,471,000 0.72%
102 DEALERTRACK TECHNOLOGIES INC 892,291 43,892,000 0.74%
103 ALLERGAN PLC 218,055 44,887,000 0.76%
104 QUANTA SVCS INC 1,223,645 45,153,000 0.76%
105 UNITED RENTALS INC 492,088 46,719,000 0.79%
106 DORMAN PRODUCTS INC 795,100 46,959,000 0.79%
107 SOUTHWESTERN ENERGY CO 1,027,198 47,261,000 0.80%
108 FMC 623,125 47,706,000 0.80%
109 CABOT OIL & GAS CORP 1,408,485 47,719,000 0.80%
110 ICON PLC 1,005,260 47,800,000 0.81%
111 JARDEN CORP 815,190 48,773,000 0.82%
112 F5 NETWORKS INC 459,570 49,004,000 0.83%
113 SALIX PHARMACEUTICALS INC 479,040 49,633,000 0.84%
114 SERVICE CORP INTL 2,535,080 50,397,000 0.85%
115 BANKRATE INC DEL COM 3,097,448 52,471,000 0.88%
116 RESMED INC 1,183,159 52,875,000 0.89%
117 CARPENTER TECHNOLOGY CORP 818,686 54,066,000 0.91%
118 AMETEK INC NEW 1,074,409 55,321,000 0.93%
119 URBAN OUTFITTERS INC 1,548,045 56,457,000 0.95%
120 NCR CORP NEW 1,554,630 56,822,000 0.96%
121 LIVANOVA PLC 872,476 56,934,000 0.96%
122 LIVE NATION, INC. 2,643,942 57,506,000 0.97%
123 AFFILIATED MANAGERS GROUP 293,310 58,677,000 0.99%
124 DSW INC CL A 1,669,733 59,877,000 1.01%
125 ATMEL CORP 7,172,650 59,963,000 1.01%
126 INFORMATICA CORP 1,613,395 60,954,000 1.03%
127 Ashland Inc New 627,285 62,402,000 1.05%
128 HERBALIFE LTD 1,098,851 62,931,000 1.06%
129 TRIMBLE INC 1,623,985 63,124,000 1.06%
130 TERADYNE INC 3,204,488 63,737,000 1.07%
131 CORE LABORATORIES N V 322,455 63,988,000 1.08%
132 WATSCO INC 642,705 64,213,000 1.08%
133 FLOWSERVE CORP 819,975 64,237,000 1.08%
134 ULTIMATE SOFTWARE GROUP INCORPORATED 479,029 65,627,000 1.11%
135 WR GRACE & CO 682,285 67,662,000 1.14%
136 ULTA BEAUTY INC 697,230 67,938,000 1.15%
137 CARMAX INC 1,493,880 69,914,000 1.18%
138 A O SMITH 1,549,520 71,309,000 1.20%
139 TRACTOR SUPPLY CO 1,024,633 72,370,000 1.22%
140 IHS INC A 603,980 73,384,000 1.24%
141 B/E AEROSPACE INC 866,990 75,246,000 1.27%
142 MIDDLEBY CORP 292,742 77,345,000 1.30%
143 SAPIENT CORP 4,630,188 78,991,000 1.33%
144 ENERSYS 1,185,680 82,156,000 1.39%
145 UNITED NATURAL FOODSINC 1,206,513 85,566,000 1.44%
146 WEST PHARMACEUTICAL SVSC INC 1,955,603 86,144,000 1.45%
147 LKQ CORP 3,425,680 90,267,000 1.52%
148 MSC INDL DIRECT INC 1,071,523 92,708,000 1.56%
149 Acxiom Corp 2,712,718 93,304,000 1.57%
150 BELDEN INC 1,363,686 94,913,000 1.60%
Page 3 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000928749-14-000005, filed 2014.04.23).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.