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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 (2015Q1)
Portfolio Summary: 156 holdings with a total value of $5,378,857,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 STAGE STORES INC 751,886 17,233,000 0.32%
102 MASTERCARD INCORPORATED 199,475 17,233,000 0.32%
103 BOTTOMLINE TECH DEL INC COM 621,546 17,012,000 0.32%
104 PERRIGO CO PLC 100,925 16,708,000 0.31%
105 CBS CORP NEW 274,025 16,614,000 0.31%
106 Callidus Software Inc 1,307,750 16,582,000 0.31%
107 BORGWARNER INC 270,480 16,359,000 0.30%
108 ATWOOD OCEANICS INC 580,303 16,312,000 0.30%
109 PEGASYSTEMS INC 742,950 16,159,000 0.30%
110 POWER INTEGRATIONS INC COM 308,864 16,086,000 0.30%
111 ALTERA CORPORATION 373,845 16,042,000 0.30%
112 O REILLY AUTOMOTIVE INC NEW 71,795 15,525,000 0.29%
113 SOUTHWESTERN ENERGY CO 659,310 15,289,000 0.28%
114 FASTENAL CO 362,545 15,022,000 0.28%
115 Chemtura Corp. 538,836 14,705,000 0.27%
116 WNS HLDGS LTD 602,278 14,647,000 0.27%
117 ALEXION PHARMACEUTIC 82,715 14,335,000 0.27%
118 MONOTYPE IMAGING HLDGS INC 438,982 14,328,000 0.27%
119 ZUMIEZ INC 348,459 14,025,000 0.26%
120 DEL FRISCOS RESTAURANT GROUP COM 687,318 13,849,000 0.26%
121 JB HUNT TRANSPORT 160,890 13,739,000 0.26%
122 CERNER CORP 181,425 13,291,000 0.25%
123 STARWOOD HOTELS & RESORTS WLDWDE ORD 158,315 13,219,000 0.25%
124 ENTRAVISION COMMUNICATIONS C 1,970,207 12,471,000 0.23%
125 DISCOVERY C 416,140 12,266,000 0.23%
126 FIDELITY NATL INFORMATION SV 176,325 12,001,000 0.22%
127 FINANCIAL ENGINES INC 285,313 11,935,000 0.22%
128 FMC 206,135 11,801,000 0.22%
129 REPLIGEN CORP COM 385,148 11,693,000 0.22%
130 SNAP ON INC 78,930 11,607,000 0.22%
131 CARTERS INC 125,130 11,571,000 0.22%
132 Hertz Global Holdings, Inc. 523,690 11,354,000 0.21%
133 ZOETIS INC 235,315 10,893,000 0.20%
134 ARMSTRONG WORLD INDS INC NEW COM 188,880 10,855,000 0.20%
135 NCI BLDG SYS INC 623,697 10,777,000 0.20%
136 8X8 INC NEW COM 1,277,760 10,733,000 0.20%
137 ANGIODYNAMICS INC 590,811 10,511,000 0.20%
138 STEIN MART INC 828,199 10,311,000 0.19%
139 HARLEY DAVIDSON INC 168,955 10,262,000 0.19%
140 EXPEDITORS INTL WASH INC 196,520 9,468,000 0.18%
141 Magnum Hunter Resources Corp 3,536,196 9,442,000 0.18%
142 Royal Gold Inc 720,151 9,268,000 0.17%
143 MAXLINEAR INC COM 1,083,296 8,807,000 0.16%
144 CEVA Inc 395,415 8,430,000 0.16%
145 Rex Energy Corp 2,225,581 8,279,000 0.15%
146 AUTODESK 138,180 8,103,000 0.15%
147 WEATHERFORD INTL PLC 648,640 7,978,000 0.15%
148 AVID TECHNOLOGY INC 525,985 7,837,000 0.15%
149 InnerWorkings Inc 1,134,558 7,624,000 0.14%
150 CAMERON INTERNATIONAL COMPANY 165,315 7,459,000 0.14%
Page 3 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000928749-15-000004, filed 2015.04.29).

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.