NEUMEIER POMA INVESTMENT COUNSEL LLC Information

26435 CARMEL RANCHO BOULEVARD, CARMEL, California, 93923, (831) 625-6355

Report Date: 03/31/2014

Position Statistics

Total Positions 41
New Positions 3
Increased Positions 12
Decreased Positions 28
Positions with Activity 40
Sold Out Positions 2
Total Mkt Value (in $ millions) 432

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

Sector Weighting

Basic Materials
Capital Goods 14.68%
Conglomerates
Consumer Cyclical 11.23%
Consumer/Non-Cyclical 4.8%
Energy
Financial 21.83%
Healthcare 3.19%
Services 12.08%
Technology 28.74%
Transportation 3.44%
Utilities

41 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HENRY JACK & ASSOC INC COM 21,808 -318 (1.44) 373,750
BANK OF THE OZARKS INC COM 19,857 537 2.78 645,350
CORE MARK HOLDING CO INC COM 19,168 3,557 22.78 406,100
ELECTRONICS FOR IMAGING INC COM 18,516 -257 (1.37) 420,150
PACWEST BANCORP DEL COM 17,963 -244 (1.34) 431,075
SNAP ON INC COM 17,180 547 3.29 142,925
AMTRUST FINL SVCS INC COM 17,158 -5,053 (22.75) 402,381
PATRICK INDS INC COM 16,765 -178 (1.05) 402,525
MKS INSTRUMENT INC COM 16,341 16,341 New 514,200
OSI SYSTEMS INC COM 16,003 16,003 New 241,375
STANTEC INC COM 15,407 -217 (1.39) 242,900
MADDEN STEVEN LTD COM 14,899 3,818 34.46 467,772
WABTEC CORP COM 14,892 -167 (1.11) 184,575
THOR INDS INC COM 14,089 -176 (1.24) 265,975
US ECOLOGY INC COM 13,542 -229 (1.66) 299,200
COHERENT INC COM 13,529 383 2.91 229,650
DRESSER-RAND GROUP INC COM 13,511 -162 (1.19) 227,040
UNITED STATIONERS INC COM 12,452 486 4.06 322,750
ENERSYS COM 12,015 -162 (1.33) 189,425
ACACIA RESH CORP ACACIA TCH COM 10,468 5,837 126.03 613,595