NETOLS ASSET MANAGEMENT, INC. Information

1045 W. GLEN OAKS LANE, SUITE 202, MEQUON, Wisconsin, 53092, (262) 240-2930

Report Date: 03/31/2014

Position Statistics

Total Positions 74
New Positions 5
Increased Positions 12
Decreased Positions 62
Positions with Activity 74
Sold Out Positions 4
Total Mkt Value (in $ millions) 627

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

Sector Weighting

Basic Materials 7.91%
Capital Goods 3.57%
Conglomerates
Consumer Cyclical 9.23%
Consumer/Non-Cyclical 2.82%
Energy 4.54%
Financial 16.87%
Healthcare 8.96%
Services 26.98%
Technology 15.2%
Transportation 3.92%
Utilities 0%

12 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SUN CMNTYS INC COM 12,021 1,420 13.39 232,377
SUPERIOR ENERGY SVCS INC COM 10,131 904 9.79 284,978
CHECKPOINT SYS INC COM 9,663 703 7.85 750,847
COMPASS MINERALS INTL INC COM 9,656 2,541 35.72 104,758
THERMON GROUP HLDGS INC COM 9,443 1,679 21.62 380,309
UNIFI INC COM NEW 8,845 590 7.15 323,762
PARK ELECTROCHEMICAL CORP COM 8,416 8,416 New 283,095
PROGRESS SOFTWARE CORP COM 8,287 819 10.97 348,910
ALBANY MOLECULAR RESH INC COM 8,224 8,224 New 406,332
STERLING BANCORP DEL COM 7,946 7,946 New 667,207
BRIGGS & STRATTON CORP COM 7,238 7,238 New 380,121
STATE BK FINL CORP COM 2,859 2,859 New 175,202