KALMAR INVESTMENTS INC /DE/ Information

3701 KENNETT PIKE, GREENVILLE, Delaware, 19807, (302) 658-7575

Report Date: 12/31/2013

Position Statistics

Total Positions 165
New Positions 10
Increased Positions 54
Decreased Positions 90
Positions with Activity 144
Sold Out Positions 13
Total Mkt Value (in $ millions) 5,848

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 8.74%
Capital Goods 12.08%
Conglomerates 0.21%
Consumer Cyclical 2.08%
Consumer/Non-Cyclical 2.75%
Energy 8.23%
Financial 7.37%
Healthcare 10.6%
Services 19.24%
Technology 27.25%
Transportation 1.31%
Utilities

165 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ALLIANCE DATA SYSTEMS CORP COM 161,233 -59,568 (26.98) 666,915
CHICAGO BRIDGE & IRON CO N V COM 130,108 23,381 21.91 1,487,972
COOPER COS INC COM NEW 129,530 -28,637 (18.11) 995,848
POLYONE CORP COM 123,884 -1,026 (0.82) 3,246,433
LIFE TIME FITNESS INC COM 108,791 -131 (0.12) 2,174,524
BELDEN INC COM 104,962 -444 (0.42) 1,384,170
MSC INDL DIRECT INC CL A 96,810 94 .10 1,081,676
B/E AEROSPACE INC COM 91,649 -3,996 (4.18) 1,085,890
PENTAIR LTD SHS 90,736 -5,576 (5.79) 1,210,620
ACXIOM CORP COM 87,817 -6,734 (7.12) 2,768,510
WEST PHARMACEUTICAL SVSC INC COM 86,386 -218 (0.25) 1,983,147
UNITED NAT FOODS INC COM 85,599 -667 (0.77) 1,227,576
ENERSYS COM 81,369 119 .15 1,203,508
SAPIENT CORP COM 79,021 -224 (0.28) 4,698,026
MIDDLEBY CORP COM 77,701 -223 (0.29) 296,899
TRIMBLE NAVIGATION LTD COM 74,311 927 1.26 1,873,700
SMITH A O COM 73,456 268 .37 1,571,915
ULTIMATE SOFTWARE GROUP INC COM 71,925 156 .22 561,742
TRACTOR SUPPLY CO COM 69,850 133 .19 1,034,975
GRACE W R & CO DEL NEW COM 69,259 755 1.10 682,560