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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 (2016Q1)
Portfolio Summary: 127 holdings with a total value of $2,435,580,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 CANTEL MED CORP 169,400 12,088,000 0.50%
52 NATIONAL INSTRS CORP 424,575 12,784,000 0.52%
53 MAXLINEAR INC COM 716,137 13,249,000 0.54%
54 COTERRA ENERGY INC 642,585 14,593,000 0.60%
55 ZEBRA TECHNOLOGIES CORPORATION CL A 226,945 15,659,000 0.64%
56 BRIGHT HORIZONS FAM SOL IN DEL COM 249,485 16,162,000 0.66%
57 WR GRACE & CO 228,440 16,260,000 0.67%
58 MEDIVATION INC 357,540 16,440,000 0.67%
59 GENTHERM INC COM 396,308 16,482,000 0.68%
60 FLIR SYS INC 507,300 16,716,000 0.69%
61 IMAX CORP COM 552,215 17,168,000 0.70%
62 MATTRESS FIRM HOLDING CORP 405,050 17,170,000 0.70%
63 ICON PLC 229,940 17,268,000 0.71%
64 SNAP ON INC 110,245 17,307,000 0.71%
65 ACUITY BRANDS INC 79,665 17,378,000 0.71%
66 JAZZ PHARMACEUTICALS PLC SHS USD 133,465 17,424,000 0.72%
67 RYDER SYS INC COM 282,875 18,325,000 0.75%
68 MACOM TECH SOLUTIONS HLDGS I 421,515 18,458,000 0.76%
69 SMART AND FINAL STORES INC COM 1,140,401 18,474,000 0.76%
70 IHS Markit Ltd. 149,985 18,622,000 0.76%
71 GENPACT LIMITED 690,875 18,785,000 0.77%
72 HANESBRANDS INC 680,935 19,298,000 0.79%
73 JB HUNT TRANSPORT 232,030 19,546,000 0.80%
74 ALIGN TECHNOLOGY INC 269,640 19,600,000 0.80%
75 LUMINEX CORP DEL COM 1,014,101 19,674,000 0.81%
76 MATADOR RES CO 1,045,640 19,825,000 0.81%
77 F5 NETWORKS INC 189,770 20,087,000 0.82%
78 STERICYCLE 159,595 20,139,000 0.83%
79 SBA COMMUNICATIONS CORPORATION 203,395 20,374,000 0.84%
80 CORE LABORATORIES N V 183,740 20,654,000 0.85%
81 TRACTOR SUPPLY CO 229,200 20,733,000 0.85%
82 AFFILIATED MANAGERS GROUP 129,920 21,099,000 0.87%
83 TERADYNE INC COM 1,001,043 21,613,000 0.89%
84 FINANCIAL ENGINES INC 719,475 22,613,000 0.93%
85 VERIFONE SYS INC 801,665 22,639,000 0.93%
86 WATSCO INC 168,890 22,756,000 0.93%
87 INOGEN INC COM 507,043 22,807,000 0.94%
88 ENCORE CAP GROUP INC COM 890,356 22,918,000 0.94%
89 AMN HEALTHCARE SERVICES INC 688,737 23,148,000 0.95%
90 AMETEK 470,866 23,534,000 0.97%
91 SERVICE CORP INTL COM 987,945 24,382,000 1.00%
92 A O SMITH 323,135 24,658,000 1.01%
93 Ashland Inc New 234,375 25,772,000 1.06%
94 PERFORMANCE FOOD GROUP CO COM 1,180,805 27,572,000 1.13%
95 CARLISLE COS INC 279,270 27,787,000 1.14%
96 RESMED INC 485,494 28,071,000 1.15%
97 BOTTOMLINE TECH DEL INC COM 922,438 28,125,000 1.15%
98 CARMAX 554,055 28,312,000 1.16%
99 PDC ENERGY INC COM 480,092 28,541,000 1.17%
100 URBAN OUTFITTERS INC COM 876,765 29,012,000 1.19%
Page 2 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000928749-16-000012, filed 2016.05.27).

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.