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) 1,416

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

Sector Weighting

Basic Materials 7.34%
Capital Goods 12.8%
Conglomerates
Consumer Cyclical 9.77%
Consumer/Non-Cyclical
Energy 2.4%
Financial 20.5%
Healthcare 1.51%
Services 26.79%
Technology 15.47%
Transportation 2.45%
Utilities

45 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
RENT A CTR INC NEW COM 4,894 4,894 New 176,100
TETRA TECHNOLOGIES INC DEL COM 6,460 257 4.14 1,297,100
AARONS INC COM PAR $0.50 8,230 8,230 New 277,400
COLUMBUS MCKINNON CORP N Y COM 9,875 338 3.55 370,550
XCERRA CORP COM 9,991 401 4.18 1,117,606
KOPPERS HOLDINGS INC COM 10,271 397 4.02 555,800
FIRST BUSEY CORP COM 12,155 958 8.56 1,902,159
ULTRA PETROLEUM CORP COM 12,504 1,559 14.24 770,900
STOCK BLDG SUPPLY HLDGS INC COM 13,688 244 1.81 910,120
MUELLER WTR PRODS INC COM SER A 14,194 633 4.67 1,547,900
CURTISS WRIGHT CORP COM 14,370 649 4.73 197,200
QUALITY DISTR INC FLA COM 14,860 589 4.13 1,326,800
BRISTOW GROUP INC COM 15,033 460 3.16 245,000
GILDAN ACTIVEWEAR INC COM 15,074 1,280 9.28 247,400
INTEGRATED SILICON SOLUTION COM 15,114 561 3.85 908,300
EVERTEC INC COM 15,458 2,316 17.62 738,900
NETSCOUT SYS INC COM 15,561 15,561 New 386,900
INFINITY PPTY & CAS CORP COM 15,853 644 4.24 209,200
PARK STERLING CORP COM 15,921 623 4.07 2,331,000
FAIRCHILD SEMICONDUCTOR INTL COM 17,124 746 4.55 992,100