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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 CORE LABORATORIES N V 375,125 42,779,000 0.81%
52 ALIGN TECHNOLOGY INC 681,965 42,766,000 0.81%
53 COTERRA ENERGY INC 1,294,300 40,822,000 0.77%
54 ACUITY BRANDS INC 225,960 40,668,000 0.77%
55 TERADYNE INC COM 2,099,869 40,506,000 0.77%
56 RYDER SYS INC COM 462,480 40,407,000 0.77%
57 WAGEWORKS INC COM 989,507 40,026,000 0.76%
58 MATADOR RES CO 1,455,628 36,391,000 0.69%
59 BANKRATE INC DEL COM 3,434,399 36,027,000 0.68%
60 LIGAND PHARMACEUTICALS INC 353,611 35,679,000 0.68%
61 COGNIZANT TECHNOLOGY SOLUTIO 577,430 35,275,000 0.67%
62 SBA COMMUNICATIONS CORPORATION 305,365 35,108,000 0.66%
63 SYNTEL INC 706,694 33,554,000 0.64%
64 QUANTA SVCS INC 1,079,220 31,103,000 0.59%
65 GULFPORT ENERGY CORP 766,360 30,846,000 0.58%
66 WATSCO INC 245,995 30,439,000 0.58%
67 METHODE ELECTRS INC COM 1,095,473 30,071,000 0.57%
68 CARMAX 446,710 29,577,000 0.56%
69 DONALDSON INC 813,000 29,105,000 0.55%
70 UNITED RENTALS 323,021 28,303,000 0.54%
71 JAZZ PHARMACEUTICALS PLC SHS USD 159,235 28,037,000 0.53%
72 OXFORD INDS INC COM 315,051 27,551,000 0.52%
73 FLOWSERVE CORP 520,345 27,401,000 0.52%
74 SUPERIOR ENERGY SERVICES INC 1,290,904 27,161,000 0.51%
75 LUMINEX CORP DEL COM 1,509,138 26,048,000 0.49%
76 CEB Inc 298,344 25,974,000 0.49%
77 EQUIFAX INC 253,595 24,622,000 0.47%
78 ICON PLC 354,550 23,861,000 0.45%
79 ZEBRA TECHNOLOGIES CORPORATION CL A 207,135 23,002,000 0.44%
80 VITAMIN SHOPPE INC 615,935 22,956,000 0.43%
81 BONANZA CREEK ENERGY INC 1,246,930 22,756,000 0.43%
82 TEXAS CAP BANCSHARES INC COM 358,061 22,286,000 0.42%
83 AMERICAN TOWER CORP NEW 225,205 21,009,000 0.40%
84 FINISAR CORP COM NEW 1,174,174 20,982,000 0.40%
85 BE AEROSPACE INC 381,715 20,956,000 0.40%
86 SMART AND FINAL STORES INC COM 1,145,770 20,475,000 0.39%
87 ROGERS CORP COM 307,520 20,339,000 0.39%
88 AMPHENOL CORP NEW CL A 340,180 19,720,000 0.37%
89 MOBILE MINI INC 461,790 19,414,000 0.37%
90 THERMO FISHER SCIENTIFIC INC 149,425 19,389,000 0.37%
91 ENCORE CAP GROUP INC COM 452,530 19,341,000 0.37%
92 KRISPY KREME DOUGHNT 1,000,514 19,270,000 0.36%
93 Callidus Software Inc 1,221,470 19,031,000 0.36%
94 DIODES INC COM 783,885 18,899,000 0.36%
95 PDC ENERGY INC COM 349,211 18,732,000 0.35%
96 MASTERCARD INCORPORATED 199,475 18,647,000 0.35%
97 FLIR SYS INC 602,835 18,579,000 0.35%
98 TENNANT CO COM 281,830 18,415,000 0.35%
99 ATWOOD OCEANICS INC 656,249 17,351,000 0.33%
100 O REILLY AUTOMOTIVE INC NEW 71,795 16,224,000 0.31%
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.