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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 (2016Q2)
Portfolio Summary: 123 holdings with a total value of $2,265,414,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 WEST PHARMACEUTICAL SVSC INC 830,860 63,046,000 2.78%
2 TREEHOUSE FOODS INC 481,092 49,384,000 2.18%
3 Acxiom Corp 2,242,986 49,323,000 2.18%
4 TEXAS ROADHOUSE INC 1,076,794 49,102,000 2.17%
5 BELDEN INC 789,124 47,639,000 2.10%
6 ULTA BEAUTY INC 192,329 46,859,000 2.07%
7 Ultimate Software Group Inc 202,393 42,561,000 1.88%
8 COOPER COS INC 236,731 40,616,000 1.79%
9 LKQ CORP 1,271,874 40,318,000 1.78%
10 POLYONE CORP 1,125,302 39,656,000 1.75%
11 ELECTRONICS FOR IMAGING INC 920,552 39,621,000 1.75%
12 MICHAELS COS INC 1,277,870 36,343,000 1.60%
13 WAGEWORKS INC COM 593,989 35,526,000 1.57%
14 LIVE NATION, INC. 1,499,624 35,241,000 1.56%
15 MIDDLEBY CORP 304,255 35,065,000 1.55%
16 TREX CO INC COM 771,052 34,636,000 1.53%
17 PERFORMANCE FOOD GROUP CO COM 1,246,755 33,550,000 1.48%
18 LIGAND PHARMACEUTICALS INC 279,315 33,314,000 1.47%
19 ALLIANCE DATA SYSTEM 167,033 32,725,000 1.44%
20 G III APPAREL GROUP LTD COM 678,200 31,007,000 1.37%
21 OXFORD INDS INC COM 526,958 29,836,000 1.32%
22 SHUTTERFLY INC 630,674 29,396,000 1.30%
23 A O SMITH 332,740 29,318,000 1.29%
24 EQUIFAX INC 226,530 29,086,000 1.28%
25 RESMED INC 459,864 29,077,000 1.28%
26 METHODE ELECTRS INC COM 814,719 27,888,000 1.23%
27 PDC ENERGY INC COM 475,798 27,411,000 1.21%
28 AMN HEALTHCARE SERVICES INC 674,951 26,978,000 1.19%
29 CARLISLE COS INC 254,960 26,944,000 1.19%
30 GLOBUS MED INC 1,116,447 26,605,000 1.17%
31 TRACTOR SUPPLY CO 288,860 26,338,000 1.16%
32 MSC INDL DIRECT INC 360,443 25,433,000 1.12%
33 JAZZ PHARMACEUTICALS PLC SHS USD 178,900 25,280,000 1.12%
34 Ashland Inc New 219,200 25,158,000 1.11%
35 SERVICE CORP INTL COM 907,600 24,542,000 1.08%
36 TYLER TECHNOLOGIES INC 145,585 24,270,000 1.07%
37 DENTSPLY SIRONA INC 383,839 23,813,000 1.05%
38 INOGEN INC COM 434,845 21,790,000 0.96%
39 ALIGN TECHNOLOGY INC 269,540 21,711,000 0.96%
40 F5 NETWORKS INC 189,770 21,603,000 0.95%
41 MEDIVATION INC 357,540 21,560,000 0.95%
42 MATADOR RES CO 1,033,210 20,458,000 0.90%
43 ENCORE CAP GROUP INC COM 853,558 20,084,000 0.89%
44 ACUITY BRANDS INC 79,665 19,754,000 0.87%
45 CANTEL MED CORP 285,232 19,604,000 0.87%
46 LUMINEX CORP DEL COM 946,975 19,157,000 0.85%
47 BOTTOMLINE TECH DEL INC COM 875,493 18,849,000 0.83%
48 SBA COMMUNICATIONS CORPORATION 172,245 18,592,000 0.82%
49 GENPACT LIMITED 691,170 18,551,000 0.82%
50 FINANCIAL ENGINES INC 714,621 18,487,000 0.82%
Page 1 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000928749-16-000014, filed 2016.07.29).

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.