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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 (2015Q2)
Portfolio Summary: 163 holdings with a total value of $5,280,184,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 WNS HLDGS LTD 546,588 14,621,000 0.28%
52 CATALENT INC 499,890 14,662,000 0.28%
53 ENTRAVISION COMMUNICATIONS C 1,787,672 14,713,000 0.28%
54 REPLIGEN CORP COM 359,533 14,838,000 0.28%
55 SOUTHWESTERN ENERGY CO 657,185 14,938,000 0.28%
56 ALEXION PHARMACEUTIC 82,715 14,952,000 0.28%
57 CBS CORP NEW 274,025 15,208,000 0.29%
58 FASTENAL CO 362,545 15,292,000 0.29%
59 BORGWARNER INC 270,480 15,374,000 0.29%
60 RACKSPACE HOSTING INC 421,260 15,667,000 0.30%
61 GENTHERM INC COM 288,300 15,831,000 0.30%
62 PEGASYSTEMS INC 693,980 15,885,000 0.30%
63 BOTTOMLINE TECH DEL INC COM 580,741 16,150,000 0.31%
64 O REILLY AUTOMOTIVE INC NEW 71,795 16,224,000 0.31%
65 ATWOOD OCEANICS INC 656,249 17,351,000 0.33%
66 TENNANT CO COM 281,830 18,415,000 0.35%
67 FLIR SYS INC 602,835 18,579,000 0.35%
68 MASTERCARD INCORPORATED 199,475 18,647,000 0.35%
69 PDC ENERGY INC COM 349,211 18,732,000 0.35%
70 DIODES INC COM 783,885 18,899,000 0.36%
71 Callidus Software Inc 1,221,470 19,031,000 0.36%
72 KRISPY KREME DOUGHNT 1,000,514 19,270,000 0.36%
73 ENCORE CAP GROUP INC COM 452,530 19,341,000 0.37%
74 THERMO FISHER SCIENTIFIC INC 149,425 19,389,000 0.37%
75 MOBILE MINI INC 461,790 19,414,000 0.37%
76 AMPHENOL CORP NEW CL A 340,180 19,720,000 0.37%
77 ROGERS CORP COM 307,520 20,339,000 0.39%
78 SMART AND FINAL STORES INC COM 1,145,770 20,475,000 0.39%
79 BE AEROSPACE INC 381,715 20,956,000 0.40%
80 FINISAR CORP COM NEW 1,174,174 20,982,000 0.40%
81 AMERICAN TOWER CORP NEW 225,205 21,009,000 0.40%
82 TEXAS CAP BANCSHARES INC COM 358,061 22,286,000 0.42%
83 BONANZA CREEK ENERGY INC 1,246,930 22,756,000 0.43%
84 VITAMIN SHOPPE INC 615,935 22,956,000 0.43%
85 ZEBRA TECHNOLOGIES CORPORATION CL A 207,135 23,002,000 0.44%
86 ICON PLC 354,550 23,861,000 0.45%
87 EQUIFAX INC 253,595 24,622,000 0.47%
88 CEB Inc 298,344 25,974,000 0.49%
89 LUMINEX CORP DEL COM 1,509,138 26,048,000 0.49%
90 SUPERIOR ENERGY SERVICES INC 1,290,904 27,161,000 0.51%
91 FLOWSERVE CORP 520,345 27,401,000 0.52%
92 OXFORD INDS INC COM 315,051 27,551,000 0.52%
93 JAZZ PHARMACEUTICALS PLC SHS USD 159,235 28,037,000 0.53%
94 UNITED RENTALS 323,021 28,303,000 0.54%
95 DONALDSON INC 813,000 29,105,000 0.55%
96 CARMAX 446,710 29,577,000 0.56%
97 METHODE ELECTRS INC COM 1,095,473 30,071,000 0.57%
98 WATSCO INC 245,995 30,439,000 0.58%
99 GULFPORT ENERGY CORP 766,360 30,846,000 0.58%
100 QUANTA SVCS INC 1,079,220 31,103,000 0.59%
Page 2 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000928749-15-000006, filed 2015.07.24).

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.