P2 CAPITAL PARTNERS, LLC Information

590 MADISON AVENUE, NEW YORK, New York, 10022, (212) 508-5500

Report Date: 03/31/2015

Position Statistics

Total Positions 12
New Positions 0
Increased Positions 0
Decreased Positions 9
Positions with Activity 9
Sold Out Positions 1
Total Mkt Value (in $ millions) 626

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

Sector Weighting

Basic Materials 2.89%
Capital Goods 13.95%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 13.01%
Technology 42.45%
Transportation 17.29%
Utilities

12 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
UTI WORLDWIDE INC ORD 108,223 New 11,273,214
EPIQ SYS INC COM 104,416 New 6,099,088
BLOUNT INTL INC NEW COM 87,311 New 7,374,203
BLACKHAWK NETWORK HLDGS INC COM 65,223 -13,045 (16.67) 1,750,000
MEDASSETS INC COM 59,621 -1,118 (1.84) 2,837,730
ACI WORLDWIDE INC COM 53,770 -14,849 (21.64) 2,260,180
PTC INC COM 47,965 -3,660 (7.09) 1,168,444
ASBURY AUTOMOTIVE GROUP INC COM 38,256 -9,149 (19.3) 445,505
FORRESTER RESH INC COM 31,360 -8,421 (21.17) 922,351
MUELLER WTR PRODS INC COM SER A 18,068 -4,614 (20.34) 1,934,465
CBIZ INC COM 11,860 -3,054 (20.48) 1,272,526
HARSCO CORP COM -10,001 Sold Out 0


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