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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 (2014Q2)
Portfolio Summary: 157 holdings with a total value of $5,817,185,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 FLOWSERVE CORP 632,350 47,015,000 0.81%
52 DSW INC CL A 1,670,733 46,680,000 0.80%
53 FMC 632,480 45,026,000 0.77%
54 QUANTA SVCS INC 1,243,930 43,015,000 0.74%
55 DORMAN PRODUCTS INC 859,760 42,403,000 0.73%
56 Micros Systems 613,356 41,647,000 0.72%
57 TEXAS ROADHOUSE INC 1,595,340 41,479,000 0.71%
58 TREX CO INC COM 1,427,430 41,139,000 0.71%
59 WOLVERINE WORLD WIDE INC COM 1,513,095 39,431,000 0.68%
60 HALCON RESOURCES CORP 5,379,515 39,217,000 0.67%
61 ROGERS CORP COM 588,776 39,065,000 0.67%
62 ATWOOD OCEANICS INC 740,071 38,839,000 0.67%
63 CARLISLE COS INC 439,175 38,041,000 0.65%
64 B/E AEROSPACE INC 410,300 37,949,000 0.65%
65 TRIMBLE INC 985,220 36,404,000 0.63%
66 UNITED RENTALS INC 344,183 36,046,000 0.62%
67 SUPERIOR ENERGY SVCS INC 994,824 35,953,000 0.62%
68 Polypore International 751,953 35,891,000 0.62%
69 Syntel Inc Com 417,286 35,870,000 0.62%
70 SOUTHWESTERN ENERGY CO 774,653 35,239,000 0.61%
71 GULFPORT ENERGY CORP 513,900 32,273,000 0.55%
72 VITAMIN SHOPPE INC 724,545 31,170,000 0.54%
73 ACUITY BRANDS INC 224,375 31,020,000 0.53%
74 ICON PLC 636,320 29,977,000 0.52%
75 LUMINEX CORP DEL 1,695,122 29,071,000 0.50%
76 Magnum Hunter Resources Corp 3,511,472 28,794,000 0.49%
77 OXFORD INDS INC COM 429,461 28,632,000 0.49%
78 TENNANT CO 374,233 28,561,000 0.49%
79 COGNIZANT TECHNOLOGY SOLUTIO 577,430 28,242,000 0.49%
80 FINISAR CORP 1,429,654 28,236,000 0.49%
81 BRUKER CORP 1,160,565 28,167,000 0.48%
82 3-D SYS CORP DEL 465,270 27,823,000 0.48%
83 MOBILE MINI INC 575,048 27,539,000 0.47%
84 ENCORE CAP GROUP INC 595,286 27,038,000 0.46%
85 DIODES INC COM 927,061 26,848,000 0.46%
86 WAGEWORKS INC COM 523,925 25,258,000 0.43%
87 MASTERCARD INCORPORATED 340,600 25,024,000 0.43%
88 DICKS SPORTING GOODS INC 535,230 24,920,000 0.43%
89 AKORN INCORPORATED 722,331 24,018,000 0.41%
90 PDC ENERGY INC 375,363 23,704,000 0.41%
91 BOTTOMLINE TECH DEL INC COM 779,686 23,328,000 0.40%
92 INTEGRATED DEVICE TECHNOLOGY 1,491,664 23,061,000 0.40%
93 CONCUR TECHNOLOGIE 245,000 22,868,000 0.39%
94 HERTZ GLOBAL HOLDINGS INC COM 801,785 22,474,000 0.39%
95 KRISPY KREME DOUGHNT 1,392,361 22,250,000 0.38%
96 DEL FRISCOS RESTAURANT GROUP COM 802,418 22,115,000 0.38%
97 THERMO FISHER SCIENTIFIC INC 187,335 22,106,000 0.38%
98 ALIGN TECHNOLOGY INC 394,445 22,105,000 0.38%
99 G-III APPAREL GROUP LTD 266,845 21,791,000 0.37%
100 DISCOVERY COMMUNICATNS NEW 298,610 21,676,000 0.37%
Page 2 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000928749-14-000007, filed 2014.07.28).

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.