BROADVIEW ADVISORS LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 105
New Positions 6
Increased Positions 31
Decreased Positions 67
Positions with Activity 98
Sold Out Positions 11
Total Mkt Value (in $ millions) 990

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

Sector Weighting

Basic Materials 6.27%
Capital Goods 13.51%
Conglomerates
Consumer Cyclical 7.71%
Consumer/Non-Cyclical
Energy 1.71%
Financial 8.03%
Healthcare 16.64%
Services 14.94%
Technology 24.93%
Transportation 4.27%
Utilities

105 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
MYRIAD GENETICS INC COM -13,687 Sold Out 0
ROYAL CARIBBEAN CRUISES LTD COM -11,992 Sold Out 0
B/E AEROSPACE INC COM -9,587 Sold Out 0
ROCKWOOD HLDGS INC COM 6,981 -8,568 (55.1) 90,893
EDWARDS LIFESCIENCES CORP COM 21,045 -5,973 (22.11) 177,925
U S SILICA HLDGS INC COM -4,239 Sold Out 0
MEDASSETS INC COM 7,555 -4,226 (35.87) 326,342
ALIGN TECHNOLOGY INC COM 5,345 -3,569 (40.04) 102,375
ZIONS BANCORPORATION COM 15,730 -3,377 (17.67) 553,675
REINSURANCE GROUP AMER INC COM NEW -3,047 Sold Out 0
ESSENT GROUP LTD COM -3,043 Sold Out 0
CHICAGO BRIDGE & IRON CO N V COM 5,704 -2,867 (33.46) 104,825
CELANESE CORP DEL COM SER A 15,883 -2,748 (14.75) 273,100
MODINE MFG CO COM 6,497 -2,699 (29.35) 507,156
CRANE CO COM 9,436 -2,515 (21.05) 153,525
UNIVERSAL HLTH SVCS INC CL B 26,065 -2,402 (8.44) 242,575
ROBERT HALF INTL INC COM 11,290 -2,342 (17.18) 210,868
TWIN DISC INC COM 4,960 -2,182 (30.55) 186,590
TRIUMPH GROUP INC NEW COM 2,626 -2,123 (44.7) 41,050
MOBILE MINI INC COM 24,932 -1,775 (6.65) 591,937