SKYLINE ASSET MANAGEMENT LP Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 74
New Positions 2
Increased Positions 55
Decreased Positions 19
Positions with Activity 74
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,343

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

Sector Weighting

Basic Materials 7.13%
Capital Goods 12.83%
Conglomerates
Consumer Cyclical 10.63%
Consumer/Non-Cyclical
Energy 2.06%
Financial 21.39%
Healthcare 1.66%
Services 27.93%
Technology 13.08%
Transportation 2.26%
Utilities

74 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CHICOS FAS INC COM 22,481 18 .08 1,354,300
TELEFLEX INC COM 22,253 -3,457 (13.45) 198,920
BENCHMARK ELECTRS INC COM 22,220 44 .20 900,339
ICF INTL INC COM 22,168 1,165 5.55 574,600
STERLING BANCORP DEL COM 21,625 2,938 15.72 1,583,125
SANMINA CORPORATION COM 21,374 -10,669 (33.3) 983,600
WNS HOLDINGS LTD SPON ADR 21,217 36 .17 931,000
WINNEBAGO INDS INC COM 21,076 -211 (0.99) 1,049,100
UMPQUA HLDGS CORP COM 20,514 45 .22 1,322,657
FTI CONSULTING INC COM 20,354 20,354 New 496,800
G & K SVCS INC CL A 20,230 14 .07 282,500
MANPOWERGROUP INC COM 19,438 -1,447 (6.93) 299,500
VALIDUS HOLDINGS LTD COM SHS 19,407 36 .19 486,400
GREENHILL & CO INC COM 19,105 2,549 15.40 508,100
SWIFT TRANSN CO CL A 19,102 3,847 25.21 745,900
HILLENBRAND INC COM 19,069 -6,449 (25.27) 590,200
DREW INDS INC COM NEW 18,775 15,248 432.29 364,350
PERFICIENT INC COM 18,749 1,681 9.85 1,016,200
TRIUMPH GROUP INC NEW COM 17,825 53 .30 304,700
VIRTUSA CORP COM 17,204 39 .23 443,621


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