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) 1,439

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

Sector Weighting

Basic Materials 7.57%
Capital Goods 12.73%
Conglomerates
Consumer Cyclical 9.56%
Consumer/Non-Cyclical
Energy 2.58%
Financial 20.66%
Healthcare 1.48%
Services 26.26%
Technology 15.78%
Transportation 2.19%
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 7,834 7,834 New 277,400
NETSCOUT SYS INC COM 16,822 16,822 New 386,900
RENT A CTR INC NEW COM 4,508 4,508 New 176,100
TECH DATA CORP COM 17,839 17,839 New 311,700
STOCK BLDG SUPPLY HLDGS INC COM 17,256 307 1.81 910,120
MDC PARTNERS INC CL A SUB VTG 31,346 566 1.84 1,151,592
STEELCASE INC CL A 29,654 858 2.98 1,621,300
BRISTOW GROUP INC COM 15,188 465 3.16 245,000
COLUMBUS MCKINNON CORP N Y COM 9,293 319 3.55 370,550
REINSURANCE GROUP AMER INC COM NEW 30,047 1,070 3.69 322,847
MANPOWERGROUP INC COM 25,899 942 3.77 310,800
INTEGRATED SILICON SOLUTION COM 16,558 614 3.85 908,300
AVERY DENNISON CORP COM 32,659 1,221 3.88 639,500
TRIUMPH GROUP INC NEW COM 19,280 736 3.97 316,800
WNS HOLDINGS LTD SPON ADR 24,253 932 4.00 968,200
KOPPERS HOLDINGS INC COM 12,767 494 4.02 555,800
UMPQUA HLDGS CORP COM 23,570 913 4.03 1,375,957
PARK STERLING CORP COM 16,107 630 4.07 2,331,000
FIRST MIDWEST BANCORP DEL COM 28,456 1,120 4.10 1,638,200
MCGRATH RENTCORP COM 25,181 994 4.11 747,000