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) 1,409

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

Sector Weighting

Basic Materials 7.21%
Capital Goods 12.76%
Conglomerates
Consumer Cyclical 9.8%
Consumer/Non-Cyclical
Energy 2.52%
Financial 20.43%
Healthcare 1.53%
Services 26.79%
Technology 15.52%
Transportation 2.44%
Utilities

45 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
AARONS INC COM PAR $0.50 8,269 8,269 New 277,400
NETSCOUT SYS INC COM 15,600 15,600 New 386,900
RENT A CTR INC NEW COM 4,860 4,860 New 176,100
TECH DATA CORP COM 18,546 18,546 New 311,700
STOCK BLDG SUPPLY HLDGS INC COM 14,134 252 1.81 910,120
MDC PARTNERS INC CL A SUB VTG 29,964 541 1.84 1,151,592
STEELCASE INC CL A 30,351 878 2.98 1,621,300
BRISTOW GROUP INC COM 15,175 465 3.16 245,000
COLUMBUS MCKINNON CORP N Y COM 9,842 337 3.55 370,550
REINSURANCE GROUP AMER INC COM NEW 28,833 1,027 3.69 322,847
MANPOWERGROUP INC COM 25,007 909 3.77 310,800
INTEGRATED SILICON SOLUTION COM 14,932 554 3.85 908,300
AVERY DENNISON CORP COM 34,245 1,280 3.88 639,500
TRIUMPH GROUP INC NEW COM 18,941 723 3.97 316,800
WNS HOLDINGS LTD SPON ADR 23,692 910 4.00 968,200
KOPPERS HOLDINGS INC COM 8,959 347 4.02 555,800
UMPQUA HLDGS CORP COM 22,758 882 4.03 1,375,957
PARK STERLING CORP COM 15,851 620 4.07 2,331,000
FIRST MIDWEST BANCORP DEL COM 28,013 1,103 4.10 1,638,200
MCGRATH RENTCORP COM 23,897 944 4.11 747,000


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