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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
101 SYNTEL INC 706,694 33,554,000 0.64%
102 SBA COMMUNICATIONS CORPORATION 305,365 35,108,000 0.66%
103 COGNIZANT TECHNOLOGY SOLUTIO 577,430 35,275,000 0.67%
104 LIGAND PHARMACEUTICALS INC 353,611 35,679,000 0.68%
105 BANKRATE INC DEL COM 3,434,399 36,027,000 0.68%
106 MATADOR RES CO 1,455,628 36,391,000 0.69%
107 WAGEWORKS INC COM 989,507 40,026,000 0.76%
108 RYDER SYS INC COM 462,480 40,407,000 0.77%
109 TERADYNE INC COM 2,099,869 40,506,000 0.77%
110 ACUITY BRANDS INC 225,960 40,668,000 0.77%
111 COTERRA ENERGY INC 1,294,300 40,822,000 0.77%
112 ALIGN TECHNOLOGY INC 681,965 42,766,000 0.81%
113 CORE LABORATORIES N V 375,125 42,779,000 0.81%
114 MALLINCKRODT PUB LTD CO SHS 365,980 43,083,000 0.82%
115 HUB GROUP INC CL A 1,079,340 43,541,000 0.82%
116 ALLERGAN PLC 144,165 43,748,000 0.83%
117 SIRONA DENTAL SYS INC 448,757 45,064,000 0.85%
118 ADVISORY BRD CO COM 838,370 45,834,000 0.87%
119 TRACTOR SUPPLY CO 531,210 47,777,000 0.90%
120 GLOBUS MED INC 1,880,183 48,264,000 0.91%
121 HANESBRANDS INC 1,478,945 49,278,000 0.93%
122 WR GRACE & CO 496,550 49,804,000 0.94%
123 STERICYCLE 373,105 49,962,000 0.95%
124 MICHAELS COS INC 1,866,480 50,227,000 0.95%
125 JARDEN CORP 973,291 50,368,000 0.95%
126 ELECTRONICS FOR IMAGING INC 1,174,545 51,104,000 0.97%
127 F5 NETWORKS INC 429,930 51,742,000 0.98%
128 VERIFONE SYS INC 1,540,305 52,309,000 0.99%
129 MEDIVATION INC 462,075 52,769,000 1.00%
130 AKORN INC 1,223,064 53,399,000 1.01%
131 Acxiom Corp 3,175,648 55,828,000 1.06%
132 SERVICE CORP INTL COM 1,921,205 56,541,000 1.07%
133 CARLISLE COS INC 572,780 57,347,000 1.09%
134 IHS Markit Ltd. 446,525 57,437,000 1.09%
135 TREEHOUSE FOODS INC 712,061 57,698,000 1.09%
136 UNITED NATURAL FOODSINC 926,695 59,012,000 1.12%
137 AFFILIATED MANAGERS GROUP 275,665 60,260,000 1.14%
138 LIVE NATION, INC. 2,217,911 60,970,000 1.15%
139 G III APPAREL GROUP LTD COM 868,785 61,119,000 1.16%
140 RESMED INC 1,086,522 61,247,000 1.16%
141 TREX CO INC COM 1,243,817 61,482,000 1.16%
142 Ashland Inc New 521,335 63,551,000 1.20%
143 URBAN OUTFITTERS INC COM 1,823,880 63,836,000 1.21%
144 MIDDLEBY CORP 577,188 64,778,000 1.23%
145 ATMEL CORP 6,596,280 65,006,000 1.23%
146 DSW INC CL A 1,960,309 65,416,000 1.24%
147 MSC INDL DIRECT INC 941,767 65,707,000 1.24%
148 IMAX CORP COM 1,655,229 66,656,000 1.26%
149 Ultimate Software Group Inc 405,697 66,672,000 1.26%
150 AMETEK 1,218,044 66,724,000 1.26%
Page 3 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.