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) 1,382

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

Sector Weighting

Basic Materials 6.86%
Capital Goods 11.87%
Conglomerates
Consumer Cyclical 9.66%
Consumer/Non-Cyclical
Energy 3.49%
Financial 22.07%
Healthcare 2.73%
Services 24%
Technology 15.99%
Transportation 2.3%
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 975 975 New 61,300
FIRST BUSEY CORP COM 8,886 4,209 89.98 1,548,080
RUDOLPH TECHNOLOGIES INC COM 9,662 4 .04 1,008,600
MUELLER WTR PRODS INC COM SER A 10,362 10,362 New 1,197,900
XCERRA CORP COM 11,333 11,333 New 1,071,206
GENERAL CABLE CORP DEL NEW COM 12,138 2,344 23.93 604,800
SWIFT TRANSN CO CL A 12,289 2,372 23.92 595,700
SYMMETRY MED INC COM 12,737 4 .03 1,353,585
BROOKLINE BANCORP INC DEL COM 13,443 5 .04 1,510,500
CURTISS WRIGHT CORP COM 13,484 2,621 24.12 187,800
PERFICIENT INC COM 13,497 6 .04 925,100
JANUS CAP GROUP INC COM 13,818 13,818 New 1,191,200
STOCK BLDG SUPPLY HLDGS INC COM 14,134 7 .05 830,900
EVERTEC INC COM 14,153 14,153 New 626,800
BBCN BANCORP INC COM 14,296 2,762 23.94 958,200
TETRA TECHNOLOGIES INC DEL COM 14,344 1,686 13.32 1,243,000
GLATFELTER COM 15,390 15,390 New 645,300
VIRTUSA CORP COM 15,505 2,635 20.47 442,621
RUSH ENTERPRISES INC CL A 15,810 2,861 22.10 446,477
G & K SVCS INC CL A 15,995 5,439 51.53 282,300


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