KALMAR INVESTMENTS INC /DE/ Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 162
New Positions 7
Increased Positions 72
Decreased Positions 65
Positions with Activity 137
Sold Out Positions 6
Total Mkt Value (in $ millions) 5,600

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

Sector Weighting

Basic Materials 8.92%
Capital Goods 10.43%
Conglomerates 0.22%
Consumer Cyclical 4.03%
Consumer/Non-Cyclical 2.39%
Energy 8.2%
Financial 6.32%
Healthcare 12.05%
Services 20.8%
Technology 25.82%
Transportation 0.69%
Utilities

72 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
F5 NETWORKS INC COM 58,190 818 1.43 466,120
WATSCO INC COM 57,322 880 1.56 652,720
ELECTRONICS FOR IMAGING INC COM 56,824 17,304 43.79 1,238,540
DEALERTRACK TECHNOLOGIES INC COM 56,122 15,407 37.84 1,229,941
SERVICE CORP INTL COM 55,980 969 1.76 2,579,720
METHODE ELECTRS INC COM 54,949 29,703 117.65 1,366,895
INFORMATICA CORP COM 54,573 815 1.52 1,637,855
DSW INC CL A 51,743 31 .06 1,670,733
JARDEN CORP COM 51,558 1,391 2.77 837,795
WORTHINGTON INDS INC COM 51,481 14,879 40.65 1,340,995
TREX CO INC COM 51,102 29,656 138.28 1,427,430
HERBALIFE LTD COM USD SHS 49,984 723 1.47 1,114,976
CORE LABORATORIES N V COM 49,214 720 1.49 327,245
CYBERONICS INC COM 46,172 71 .15 873,813
QUANTA SVCS INC COM 46,038 751 1.66 1,243,930
CONNS INC COM 44,107 16,788 61.46 1,563,507
TEXAS ROADHOUSE INC COM 43,664 904 2.12 1,595,340
CARPENTER TECHNOLOGY CORP COM 41,756 118 .28 821,006
WOLVERINE WORLD WIDE INC COM 39,840 4,442 12.55 1,513,095
F M C CORP COM NEW 38,341 567 1.50 632,480