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) 623

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

Sector Weighting

Basic Materials 8.01%
Capital Goods 3.46%
Conglomerates
Consumer Cyclical 9.27%
Consumer/Non-Cyclical 2.81%
Energy 4.51%
Financial 16.95%
Healthcare 8.97%
Services 27.05%
Technology 14.91%
Transportation 4.06%
Utilities 0%

74 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COMMERCIAL VEH GROUP INC COM 8,080 -554 (6.42) 805,602
MILLER HERMAN INC COM 8,080 -550 (6.37) 273,062
PARK ELECTROCHEMICAL CORP COM 8,048 8,048 New 283,095
MONOTYPE IMAGING HOLDINGS INC COM 8,009 -547 (6.39) 282,219
U S PHYSICAL THERAPY INC COM 7,958 -544 (6.4) 228,676
STERLING BANCORP DEL COM 7,880 7,880 New 667,207
BOULDER BRANDS INC COM 7,725 -526 (6.38) 626,007
ENTEGRIS INC COM 7,667 -522 (6.37) 617,292
CHEESECAKE FACTORY INC COM 7,564 -512 (6.34) 174,570
CARPENTER TECHNOLOGY CORP COM 7,473 -508 (6.37) 125,258
PLEXUS CORP COM 7,464 -821 (9.91) 184,898
ETHAN ALLEN INTERIORS INC COM 7,440 -526 (6.6) 311,837
COMMUNITY BK SYS INC COM 7,383 -505 (6.41) 205,529
ACTUANT CORP CL A NEW 7,319 -498 (6.38) 222,732
FAIRCHILD SEMICONDUCTOR INTL COM 7,263 -495 (6.38) 471,903
BARRETT BILL CORP COM 7,250 -493 (6.37) 293,895
INVACARE CORP COM 7,242 -494 (6.39) 482,815
PROSPERITY BANCSHARES INC COM 7,222 -492 (6.38) 118,816
BRIGGS & STRATTON CORP COM 7,169 7,169 New 380,121
GENESEE & WYO INC CL A 7,126 -485 (6.37) 69,673