SKYLINE ASSET MANAGEMENT LP Information

120 SOUTH LASALLE STREET, CHICAGO, Illinois, 60603, (312) 913-0900

Report Date: 12/31/2014

Position Statistics

Total Positions 74
New Positions 4
Increased Positions 45
Decreased Positions 29
Positions with Activity 74
Sold Out Positions 3
Total Mkt Value (in $ millions) 1,458

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

Sector Weighting

Basic Materials 7.52%
Capital Goods 12.71%
Conglomerates
Consumer Cyclical 9.53%
Consumer/Non-Cyclical
Energy 2.5%
Financial 20.71%
Healthcare 1.5%
Services 26.41%
Technology 15.73%
Transportation 2.21%
Utilities

29 DECREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HEADWATERS INC COM 39,658 -2,062 (4.94) 2,140,200
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 37,134 -5,767 (13.44) 712,200
BRUNSWICK CORP COM 33,866 -1,199 (3.42) 621,500
KORN FERRY INTL COM NEW 33,838 -59 (0.17) 1,036,700
PLANTRONICS INC NEW COM 31,125 -1,159 (3.59) 550,600
ZEBRA TECHNOLOGIES CORP CL A 28,943 -2,832 (8.91) 295,400
LA Z BOY INC COM 25,664 -5,146 (16.7) 942,500
CROSS CTRY HEALTHCARE INC COM 24,608 -1,079 (4.2) 2,134,264
TELEFLEX INC COM 21,871 -2,761 (11.21) 176,620
DREW INDS INC COM NEW 21,621 -36 (0.17) 363,750
WINNEBAGO INDS INC COM 21,167 -623 (2.86) 1,019,100
SANMINA CORPORATION COM 20,461 -38 (0.18) 981,800
CHICOS FAS INC COM 20,393 -3,416 (14.35) 1,160,000
AMN HEALTHCARE SERVICES INC COM 20,141 -1,427 (6.62) 832,600
BENCHMARK ELECTRS INC COM 19,664 -2,358 (10.71) 803,939
SWIFT TRANSN CO CL A 18,421 -1,188 (6.06) 700,700
HILLENBRAND INC COM 18,041 -31 (0.17) 589,200
JANUS CAP GROUP INC COM 16,987 -8,167 (32.47) 917,700
VIRTUSA CORP COM 16,309 -1,942 (10.64) 396,421
MILLER HERMAN INC COM 15,643 -26 (0.17) 544,100