SKYLINE ASSET MANAGEMENT LP Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 77
New Positions 3
Increased Positions 67
Decreased Positions 10
Positions with Activity 77
Sold Out Positions 6
Total Mkt Value (in $ millions) 1,145

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

Sector Weighting

Basic Materials 3.69%
Capital Goods 12.3%
Conglomerates
Consumer Cyclical 11%
Consumer/Non-Cyclical
Energy 4.62%
Financial 21.04%
Healthcare 3.6%
Services 24.39%
Technology 15.66%
Transportation 2.62%
Utilities

67 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
CURTISS WRIGHT CORP COM 9,340 9,340 New 151,300
G & K SVCS INC CL A 9,278 2,007 27.60 186,300
CHILDRENS PL INC COM 10,587 10,587 New 213,100
SIGNET JEWELERS LIMITED SHS 22,883 4,415 23.91 218,200
TRIUMPH GROUP INC NEW COM 14,460 3,137 27.70 224,500
ASBURY AUTOMOTIVE GROUP INC COM 15,712 3,394 27.55 224,557
TELEFLEX INC COM 24,807 545 2.25 232,320
REINSURANCE GROUP AMER INC COM NEW 20,687 4,637 28.89 250,747
BRISTOW GROUP INC COM 18,424 4,400 31.38 250,800
EVERCORE PARTNERS INC CLASS A 14,523 3,079 26.91 261,300
NEUSTAR INC CL A 7,601 1,625 27.20 266,600
MANPOWERGROUP INC COM 21,975 4,746 27.55 276,900
BERKSHIRE HILLS BANCORP INC COM 7,180 1,271 21.52 302,712
GILDAN ACTIVEWEAR INC COM 19,165 2,343 13.93 313,300
ZEBRA TECHNOLOGIES CORP CL A 28,378 5,509 24.09 348,200
HANOVER INS GROUP INC COM 21,473 4,485 26.40 350,000
GREENHILL & CO INC COM 16,033 7,070 78.89 355,100
RUSH ENTERPRISES INC CL A 12,985 2,744 26.80 365,677
VIRTUSA CORP COM 11,827 2,388 25.31 367,410
VALIDUS HOLDINGS LTD COM SHS 14,724 3,186 27.61 391,900