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) 5,793

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

Sector Weighting

Basic Materials 8.75%
Capital Goods 12.25%
Conglomerates 0.21%
Consumer Cyclical 2.09%
Consumer/Non-Cyclical 2.68%
Energy 8.24%
Financial 7.48%
Healthcare 10.49%
Services 19.14%
Technology 27.22%
Transportation 1.31%
Utilities

54 INCREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CHICAGO BRIDGE & IRON CO N V COM 128,710 23,130 21.91 1,487,972
MSC INDL DIRECT INC CL A 94,560 92 .10 1,081,676
ENERSYS COM 79,925 117 .15 1,203,508
TRIMBLE NAVIGATION LTD COM 74,011 923 1.26 1,873,700
SMITH A O COM 73,141 266 .37 1,571,915
ULTIMATE SOFTWARE GROUP INC COM 72,847 158 .22 561,742
TRACTOR SUPPLY CO COM 69,602 133 .19 1,034,975
CORE LABORATORIES N V COM 69,260 777 1.14 322,590
GRACE W R & CO DEL NEW COM 68,256 744 1.10 682,560
WATSCO INC COM 66,987 66,987 New 642,995
AMETEK INC NEW COM 66,025 16,643 33.70 1,268,984
RESMED INC COM 65,134 118 .18 1,372,986
FLOWSERVE CORP COM 64,838 735 1.15 820,315
LKQ CORP COM 62,525 136 .22 2,283,617
TERADYNE INC COM 61,814 16,369 36.02 3,246,551
INFORMATICA CORP COM 60,964 703 1.17 1,614,090
HERBALIFE LTD COM USD SHS 60,571 675 1.13 1,099,291
ACTAVIS PLC SHS 55,837 647 1.17 282,875
URBAN OUTFITTERS INC COM 55,165 622 1.14 1,548,700
AFFILIATED MANAGERS GROUP COM 54,767 624 1.15 293,435