SKYLINE ASSET MANAGEMENT LP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 75
New Positions 3
Increased Positions 48
Decreased Positions 21
Positions with Activity 69
Sold Out Positions 3
Total Mkt Value (in $ millions) 1,391

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

Sector Weighting

Basic Materials 6.63%
Capital Goods 11.92%
Conglomerates
Consumer Cyclical 9.07%
Consumer/Non-Cyclical
Energy 1.63%
Financial 22.34%
Healthcare 1.64%
Services 27.69%
Technology 14.09%
Transportation 2.46%
Utilities

48 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
HORIZON GLOBAL CORP COM 3,594 274 8.26 282,080
COLUMBUS MCKINNON CORP N Y COM 8,119 167 2.11 378,350
XCERRA CORP COM 8,489 1,504 21.54 1,358,306
RUSH ENTERPRISES INC CL A 10,920 206 1.93 455,377
FIRST BUSEY CORP COM 12,311 156 1.28 1,926,559
PIER 1 IMPORTS INC COM 12,406 12,406 New 1,056,700
CURTISS WRIGHT CORP COM 13,273 113 .86 198,900
SIGNET JEWELERS LIMITED SHS 13,689 474 3.59 115,400
EVERTEC INC COM 13,847 214 1.57 750,500
KNOWLES CORP COM 14,173 14,173 New 822,600
FAIRCHILD SEMICONDUCTOR INTL COM 14,671 221 1.53 1,007,300
JANUS CAP GROUP INC COM 15,197 183 1.22 928,900
MILLER HERMAN INC COM 15,293 211 1.40 551,700
GLATFELTER COM 15,669 215 1.39 763,600
GRANITE CONSTR INC COM 15,772 15,772 New 474,500
TRIMAS CORP COM NEW 15,945 1,216 8.26 705,200
INFINITY PPTY & CAS CORP COM 16,165 198 1.24 211,800
MUELLER WTR PRODS INC COM SER A 16,445 3,628 28.31 1,986,100
HILLENBRAND INC COM 16,484 204 1.26 596,600
BRISTOW GROUP INC COM 16,690 5,875 54.33 378,107