NETOLS ASSET MANAGEMENT, INC. Information

1045 W. GLEN OAKS LANE, SUITE 201, MEQUON, Wisconsin, 53092, (262) 240-2930

Report Date: 03/31/2013

Position Statistics:

Total Positions 79
New Positions 8
Increased Positions 12
Decreased Positions 67
Positions with Activity 79
Sold Out Positions 5
Total Mkt Value
(in $ millions)
692

Sector Weighting

Basic Materials 8.62%
Capital Goods 2.45%
Conglomerates
Consumer Cyclical 8.45%
Consumer/Non-Cyclical 4.49%
Energy 4.92%
Financial 14.64%
Healthcare 7.69%
Services 36.19%
Technology 7.99%
Transportation 3.49%
Utilities 1.06%

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

8 New Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
PGT INC COM 9,031 9,031 New 999,057
CHECKPOINT SYS INC COM 8,659 8,659 New 697,211
DEVRY INC DEL COM 8,505 8,505 New 273,376
SCHNITZER STL INDS CL A 7,365 7,365 New 285,811
SENSIENT TECHNOLOGIES CORP COM 3,833 3,833 New 93,601
KRATON PERFORMANCE POLYMERS COM 3,677 3,677 New 168,909
STERLING FINL CORP WASH COM NEW 1,631 1,631 New 71,740
POLYCOM INC COM 687 687 New 60,205