P2 CAPITAL PARTNERS, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 14
New Positions 2
Increased Positions 2
Decreased Positions 3
Positions with Activity 5
Sold Out Positions 1
Total Mkt Value (in $ millions) 671

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

Sector Weighting

Basic Materials 5.81%
Capital Goods 15.58%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 19.46%
Technology 35.9%
Transportation 22.16%
Utilities

14 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
UTI WORLDWIDE INC ORD 111,830 New 11,273,214
BLOUNT INTL INC NEW COM 103,829 New 7,374,203
PTC INC COM 80,703 New 2,100,000
ACI WORLDWIDE INC COM 71,069 -1,399 (1.93) 1,270,000
MEDASSETS INC COM 64,638 New 2,868,955
FORRESTER RESH INC COM 57,617 New 1,507,517
ASBURY AUTOMOTIVE GROUP INC COM 52,699 52,699 New 740,984
MUELLER WTR PRODS INC COM SER A 38,971 New 4,542,064
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 36,902 -28,540 (43.61) 546,697
EPIQ SYS INC COM 24,564 New 1,780,000
CBIZ INC COM 20,278 New 2,268,265
BLACKHAWK NETWORK HLDGS INC CL A 7,398 7,398 New 273,005
MIDDLEBY CORP COM 716 New 8,952
BALLY TECHNOLOGIES INC COM -12,152 Sold Out 0