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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 (2016Q4)
Portfolio Summary: 121 holdings with a total value of $1,945,257,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 WEST PHARMACEUTICAL SVSC INC 695,976 59,040,000 3.04%
2 Acxiom Corp 1,905,836 51,076,000 2.63%
3 BELDEN INC 517,523 38,695,000 1.99%
4 TEXAS ROADHOUSE INC 783,086 37,776,000 1.94%
5 WAGEWORKS INC COM 487,660 35,355,000 1.82%
6 COOPER COS INC 199,946 34,977,000 1.80%
7 ULTA BEAUTY INC 132,154 33,691,000 1.73%
8 TREX CO INC COM 486,427 31,326,000 1.61%
9 ELECTRONICS FOR IMAGING INC 700,302 30,715,000 1.58%
10 MIDDLEBY CORP 226,972 29,236,000 1.50%
11 METHODE ELECTRS INC COM 676,565 27,976,000 1.44%
12 MSC INDL DIRECT INC 298,706 27,597,000 1.42%
13 PDC ENERGY INC COM 379,471 27,542,000 1.42%
14 TREEHOUSE FOODS INC 376,214 27,159,000 1.40%
15 A O SMITH 556,676 26,359,000 1.36%
16 PERFORMANCE FOOD GROUP CO COM 1,046,795 25,123,000 1.29%
17 IMAX CORP COM 795,010 24,963,000 1.28%
18 LIGAND PHARMACEUTICALS INC 245,093 24,904,000 1.28%
19 LKQ CORP 807,064 24,737,000 1.27%
20 POLYONE CORP 762,180 24,420,000 1.26%
21 RESMED INC 380,713 23,623,000 1.21%
22 MINERALS TECHNOLOGIES INC 304,697 23,538,000 1.21%
23 EQUIFAX INC 195,640 23,131,000 1.19%
24 FINANCIAL ENGINES INC 624,256 22,941,000 1.18%
25 OLLIES BARGAIN OUTLET HLDGS IN COM 802,960 22,844,000 1.17%
26 8X8 INC NEW COM 1,594,333 22,799,000 1.17%
27 MATADOR RES CO 875,335 22,549,000 1.16%
28 AMN HEALTHCARE SERVICES INC 578,621 22,248,000 1.14%
29 Popeyes Louisiana Kitchen Inc 366,015 22,137,000 1.14%
30 ALLIANCE DATA SYSTEM 95,931 21,920,000 1.13%
31 KAR AUCTION SVCS INC 512,015 21,822,000 1.12%
32 SBA COMMUNICATIONS CORPORATION 211,195 21,808,000 1.12%
33 MICHAELS COS INC 1,062,695 21,732,000 1.12%
34 GTT COMMUNICATIONS INC COM 754,924 21,704,000 1.12%
35 BOTTOMLINE TECH DEL INC COM 854,188 21,372,000 1.10%
36 SERVICE CORP INTL COM 751,010 21,329,000 1.10%
37 Ultimate Software Group Inc 116,760 21,291,000 1.09%
38 ENCORE CAP GROUP INC COM 715,032 20,486,000 1.05%
39 AFFILIATED MANAGERS GROUP 139,670 20,294,000 1.04%
40 OXFORD INDS INC COM 331,510 19,934,000 1.02%
41 ASHLAND GLOBAL HLDGS INC 181,725 19,861,000 1.02%
42 SHUTTERFLY INC 394,054 19,774,000 1.02%
43 WNS HLDGS LTD 713,325 19,652,000 1.01%
44 REPLIGEN CORP COM 627,406 19,337,000 0.99%
45 TERADYNE INC COM 758,598 19,268,000 0.99%
46 MAXLINEAR INC COM 880,707 19,199,000 0.99%
47 LIVE NATION, INC. 720,348 19,161,000 0.99%
48 FLIR SYS INC 522,140 18,896,000 0.97%
49 AXALTA COATING SYS LTD 691,990 18,822,000 0.97%
50 MACOM TECH SOLUTIONS HLDGS I 406,245 18,801,000 0.97%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000928749-17-000002, filed 2017.01.25).

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.