SKYLINE ASSET MANAGEMENT LP Information

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

Report Date: 03/31/2016

Position Statistics

Total Positions 75
New Positions 6
Increased Positions 53
Decreased Positions 21
Positions with Activity 74
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,357

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

Sector Weighting

Basic Materials 10.69%
Capital Goods 12.98%
Conglomerates
Consumer Cyclical 10.32%
Consumer/Non-Cyclical
Energy 0.42%
Financial 20.17%
Healthcare 1.92%
Services 25.3%
Technology 14.8%
Transportation 1.06%
Utilities

53 INCREASED Positions as of 03/31/2016

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
AMN HEALTHCARE SERVICES INC COM 12,222 12,222 New 313,300
CEB INC COM 14,588 14,588 New 242,000
DECKERS OUTDOOR CORP COM 13,551 13,551 New 242,500
ENTEGRIS INC COM 14,765 14,765 New 1,061,500
GENERAC HLDGS INC COM 15,551 15,551 New 449,200
UMB FINL CORP COM 13,974 13,974 New 263,900
UMPQUA HLDGS CORP COM 22,810 292 1.30 1,488,922
PERFICIENT INC COM 23,896 553 2.37 1,153,300
CURTISS WRIGHT CORP COM 18,346 466 2.61 228,300
REINSURANCE GROUP AMER INC COM NEW 25,051 740 3.04 270,847
TRIUMPH GROUP INC NEW COM 12,100 415 3.55 335,100
BENCHMARK ELECTRS INC COM 20,927 729 3.61 984,339
KNOWLES CORP COM 14,578 510 3.62 1,041,300
KORN FERRY INTL COM NEW 14,283 505 3.66 698,800
SWIFT TRANSN CO CL A 14,370 509 3.67 948,500
FERRO CORP COM 25,888 945 3.79 1,889,600
HEADWATERS INC COM 23,783 875 3.82 1,369,200
SANMINA CORPORATION COM 30,435 1,123 3.83 1,155,010
PIER 1 IMPORTS INC COM 13,454 500 3.86 2,360,400
GILDAN ACTIVEWEAR INC COM 13,550 507 3.89 492,000