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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 (2014Q3)
Portfolio Summary: 157 holdings with a total value of $5,257,387,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 AMERICAN TOWER CORP NEW 171,685 16,075,000 0.31%
102 IMAX CORP 579,519 15,914,000 0.30%
103 RYDER SYS INC 173,295 15,591,000 0.30%
104 DISCOVERY COMMUNICATNS NEW 416,140 15,514,000 0.30%
105 PEGASYSTEMS INC 805,876 15,400,000 0.29%
106 INTERXION HOLDING N.V 554,403 15,351,000 0.29%
107 WNS HOLDINGS LTD 655,318 14,751,000 0.28%
108 MASTERCARD INCORPORATED 199,475 14,745,000 0.28%
109 DEL FRISCOS RESTAURANT GROUP COM 770,203 14,742,000 0.28%
110 STAGE STORES INC 845,632 14,469,000 0.28%
111 NCI BLDG SYS INC 738,846 14,334,000 0.27%
112 REX ENERGY CORPORATION 1,119,229 14,181,000 0.27%
113 ALEXION PHARMACEUTIC 82,715 13,716,000 0.26%
114 MONOTYPE IMAGING HLDGS INC 476,880 13,505,000 0.26%
115 WEATHERFORD INTL PLC 648,640 13,492,000 0.26%
116 ALTERA CORPORATION 373,845 13,376,000 0.25%
117 CHEMTURA CORP 571,339 13,329,000 0.25%
118 HERTZ GLOBAL HOLDINGS INC COM 523,690 13,296,000 0.25%
119 ZUMIEZ INC 471,584 13,252,000 0.25%
120 STARWOOD HOTELS & RESORTS WORLDWIDE INC COM 158,315 13,173,000 0.25%
121 INTEGRATED DEVICE TECHNOLOGY 815,224 13,003,000 0.25%
122 FMC 226,165 12,934,000 0.25%
123 ZOETIS INC 334,585 12,363,000 0.24%
124 MATADOR RES CO 468,515 12,111,000 0.23%
125 PERRIGO CO PLC 77,495 11,639,000 0.22%
126 AUTODESK INC 205,830 11,341,000 0.22%
127 Royal Gold Inc 827,001 11,049,000 0.21%
128 CAMERON INTERNATIONAL COMPANY 165,315 10,974,000 0.21%
129 CERNER CORP 181,425 10,807,000 0.21%
130 FINANCIAL ENGINES INC 304,612 10,422,000 0.20%
131 STEIN MART INC 895,231 10,340,000 0.20%
132 Callidus Software Inc 846,870 10,179,000 0.19%
133 INNERWORKINGS INC 1,215,932 9,837,000 0.19%
134 HARLEY DAVIDSON INC 168,955 9,833,000 0.19%
135 BORGWARNER INC 185,065 9,736,000 0.19%
136 CONCUR TECHNOLOGIE 76,340 9,681,000 0.18%
137 8X8 INC NEW COM 1,439,275 9,614,000 0.18%
138 HUNT J B TRANS SVCS INC 119,940 8,882,000 0.17%
139 PRAXAIR INC 68,655 8,856,000 0.17%
140 ENTRAVISION COMMUNICATIONS C 2,123,885 8,411,000 0.16%
141 REPLIGEN CORP COM 411,041 8,184,000 0.16%
142 LAM RESEARCH CORP 109,090 8,149,000 0.16%
143 MAXLINEAR INC COM 1,165,549 8,019,000 0.15%
144 CAMBREX CORP 428,719 8,008,000 0.15%
145 EXPEDITORS INTL WASH INC 196,520 7,975,000 0.15%
146 ACTUA CORP 439,340 7,038,000 0.13%
147 CATAMARAN CORP COM 163,130 6,876,000 0.13%
148 Marchex Inc 1,507,265 6,255,000 0.12%
149 SCIQUEST INC NEW 406,910 6,120,000 0.12%
150 MONRO MUFFLER BRAKE INC 120,216 5,834,000 0.11%
Page 3 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000928749-14-000010, filed 2014.10.27).

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.