SKYLINE ASSET MANAGEMENT LP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 78
New Positions 7
Increased Positions 58
Decreased Positions 20
Positions with Activity 78
Sold Out Positions 5
Total Mkt Value (in $ millions) 1,389

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

Sector Weighting

Basic Materials 7.01%
Capital Goods 11.85%
Conglomerates
Consumer Cyclical 9.61%
Consumer/Non-Cyclical
Energy 3.46%
Financial 22.04%
Healthcare 2.7%
Services 24.12%
Technology 15.93%
Transportation 2.29%
Utilities

58 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
AMN HEALTHCARE SERVICES INC COM 921 921 New 61,300
CURTISS WRIGHT CORP COM 13,353 2,595 24.12 187,800
G & K SVCS INC CL A 15,493 5,268 51.53 282,300
TRIUMPH GROUP INC NEW COM 21,199 5,534 35.32 303,800
REINSURANCE GROUP AMER INC COM NEW 25,601 4,930 23.85 310,547
CHILDRENS PL INC COM 16,979 5,492 47.82 315,000
MANPOWERGROUP INC COM 25,123 3,505 16.22 321,800
ZEBRA TECHNOLOGIES CORP CL A 30,073 3,168 11.78 389,200
HANOVER INS GROUP INC COM 27,401 5,288 23.91 433,700
EVERCORE PARTNERS INC CLASS A 21,617 8,620 66.32 434,600
GREENHILL & CO INC COM 21,861 4,230 23.99 440,300
VIRTUSA CORP COM 15,040 2,556 20.47 442,621
RUSH ENTERPRISES INC CL A 16,131 2,919 22.10 446,477
VALIDUS HOLDINGS LTD COM SHS 18,760 3,617 23.88 485,500
KOPPERS HOLDINGS INC COM 19,505 3,722 23.58 533,500
MILLER HERMAN INC COM 16,493 3,188 23.96 543,800
ICF INTL INC COM 18,891 4,206 28.64 544,400
PLANTRONICS INC NEW COM 26,636 5,131 23.86 569,500
SWIFT TRANSN CO CL A 12,730 2,458 23.92 595,700
GENERAL CABLE CORP DEL NEW COM 12,816 2,475 23.93 604,800