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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 (2016Q3)
Portfolio Summary: 123 holdings with a total value of $2,189,154,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 WEST PHARMACEUTICAL SVSC INC 787,505 58,669,000 2.68%
2 Acxiom Corp 2,148,986 57,270,000 2.62%
3 BELDEN INC 746,859 51,526,000 2.35%
4 ELECTRONICS FOR IMAGING INC 884,532 43,271,000 1.98%
5 LKQ CORP 1,201,424 42,602,000 1.95%
6 TREEHOUSE FOODS INC 463,607 40,422,000 1.85%
7 COOPER COS INC 224,571 40,257,000 1.84%
8 TREX CO INC COM 627,932 36,872,000 1.68%
9 ULTA BEAUTY INC 148,794 35,410,000 1.62%
10 MIDDLEBY CORP 285,220 35,259,000 1.61%
11 TEXAS ROADHOUSE INC 881,539 34,406,000 1.57%
12 ALLIANCE DATA SYSTEM 157,508 33,790,000 1.54%
13 WAGEWORKS INC COM 547,124 33,325,000 1.52%
14 A O SMITH 314,465 31,066,000 1.42%
15 MICHAELS COS INC 1,221,285 29,518,000 1.35%
16 PERFORMANCE FOOD GROUP CO COM 1,179,690 29,256,000 1.34%
17 EQUIFAX INC 216,100 29,083,000 1.33%
18 POLYONE CORP 852,747 28,831,000 1.32%
19 PDC ENERGY INC COM 421,438 28,262,000 1.29%
20 LIGAND PHARMACEUTICALS INC 275,065 28,073,000 1.28%
21 RESMED INC 429,089 27,801,000 1.27%
22 Ultimate Software Group Inc 131,173 26,810,000 1.22%
23 METHODE ELECTRS INC COM 763,429 26,697,000 1.22%
24 OXFORD INDS INC COM 373,388 25,278,000 1.15%
25 CARLISLE COS INC 243,615 24,988,000 1.14%
26 MSC INDL DIRECT INC 336,488 24,702,000 1.13%
27 ASHLAND GLOBAL HLDGS INC 209,440 24,285,000 1.11%
28 INOGEN INC COM 404,990 24,259,000 1.11%
29 SHUTTERFLY INC 541,569 24,176,000 1.10%
30 TYLER TECHNOLOGIES INC 139,185 23,833,000 1.09%
31 MATADOR RES CO 972,130 23,662,000 1.08%
32 GLOBUS MED INC 1,037,337 23,413,000 1.07%
33 AFFILIATED MANAGERS GROUP 161,405 23,355,000 1.07%
34 SERVICE CORP INTL COM 867,465 23,023,000 1.05%
35 MINERALS TECHNOLOGIES INC 319,332 22,574,000 1.03%
36 LIVE NATION, INC. 810,684 22,278,000 1.02%
37 DENTSPLY SIRONA INC 366,761 21,797,000 1.00%
38 MAXLINEAR INC COM 1,067,050 21,629,000 0.99%
39 LUMINEX CORP DEL COM 951,585 21,620,000 0.99%
40 URBAN OUTFITTERS INC COM 613,355 21,173,000 0.97%
41 OLLIES BARGAIN OUTLET HLDGS IN COM 800,390 20,978,000 0.96%
42 FINANCIAL ENGINES INC 699,936 20,795,000 0.95%
43 JAZZ PHARMACEUTICALS PLC SHS USD 170,995 20,772,000 0.95%
44 8X8 INC NEW COM 1,335,457 20,606,000 0.94%
45 AMN HEALTHCARE SERVICES INC 629,751 20,070,000 0.92%
46 REPLIGEN CORP COM 661,607 19,974,000 0.91%
47 F5 NETWORKS INC 159,530 19,884,000 0.91%
48 WNS HLDGS LTD 660,183 19,772,000 0.90%
49 Callidus Software Inc 1,059,368 19,439,000 0.89%
50 BOTTOMLINE TECH DEL INC COM 820,948 19,136,000 0.87%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000928749-16-000016, filed 2016.10.26).

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.