BROADVIEW ADVISORS LLC Information

330 EAST KILBOURN AVENUE, MILWAUKEE, Wisconsin, 53202, (414) 918-3900

Report Date: 03/31/2014

Position Statistics

Total Positions 108
New Positions 9
Increased Positions 65
Decreased Positions 40
Positions with Activity 105
Sold Out Positions 8
Total Mkt Value (in $ millions) 989

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

Sector Weighting

Basic Materials 8.04%
Capital Goods 14.99%
Conglomerates
Consumer Cyclical 8.28%
Consumer/Non-Cyclical 0.23%
Energy 2.43%
Financial 8.05%
Healthcare 15.02%
Services 14.06%
Technology 22.12%
Transportation 4.37%
Utilities

40 DECREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MDC PARTNERS INC CL A SUB VTG 32,013 -3,728 (10.43) 1,445,270
PTC INC COM 25,417 -2,213 (8.01) 672,044
HEXCEL CORP NEW COM 24,921 -2,653 (9.62) 645,279
ZIONS BANCORPORATION COM 20,216 -1,564 (7.18) 672,525
F5 NETWORKS INC COM 19,304 -1,973 (9.27) 171,727
KATE SPADE & CO COM 16,959 -9,419 (35.71) 427,278
ARROW ELECTRS INC COM 14,490 -87 (0.6) 240,852
OMNICARE INC COM 13,982 -4,937 (26.09) 220,850
ROBERT HALF INTL INC COM 12,879 -1,976 (13.31) 254,618
MEDASSETS INC COM 12,478 -14,869 (54.37) 508,892
ROYAL CARIBBEAN CRUISES LTD COM 11,477 -2,814 (19.69) 182,000
MODINE MFG CO COM 10,409 -89 (0.85) 717,881
FORTINET INC COM 9,328 -7,494 (44.55) 365,500
TWIN DISC INC COM 8,358 -195 (2.27) 268,665
DYNAMIC MATLS CORP COM 6,203 -2,963 (32.33) 293,541
U S SILICA HLDGS INC COM 5,173 -11,927 (69.75) 85,573
TRIUMPH GROUP INC NEW COM 4,819 -4,399 (47.72) 74,225
COLUMBIA BKG SYS INC COM 3,291 -5 (0.14) 125,838
MASTEC INC COM 2,548 -2,096 (45.13) 89,825
GALLAGHER ARTHUR J & CO COM 2,135 -92 (4.15) 46,775