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) 1,404

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

Sector Weighting

Basic Materials 7.35%
Capital Goods 12.76%
Conglomerates
Consumer Cyclical 9.64%
Consumer/Non-Cyclical
Energy 2.5%
Financial 20.41%
Healthcare 1.52%
Services 26.67%
Technology 15.72%
Transportation 2.38%
Utilities

74 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LA Z BOY INC COM 23,874 -4,787 (16.7) 942,500
MCGRATH RENTCORP COM 23,284 920 4.11 747,000
WINNEBAGO INDS INC COM 22,960 -676 (2.86) 1,019,100
UMPQUA HLDGS CORP COM 22,923 888 4.03 1,375,957
SANMINA CORPORATION COM 22,493 -41 (0.18) 981,800
CHILDRENS PL INC COM 22,043 942 4.46 388,500
FTI CONSULTING INC COM 21,499 3,078 16.71 579,800
DREW INDS INC COM NEW 21,472 -35 (0.17) 363,750
TELEFLEX INC COM 21,401 -2,702 (11.21) 176,620
PERFICIENT INC COM 21,179 1,271 6.39 1,081,100
CHICOS FAS INC COM 20,857 -3,494 (14.35) 1,160,000
BBCN BANCORP INC COM 19,995 6,840 52 1,459,500
GREENHILL & CO INC COM 19,917 898 4.72 532,100
SWIFT TRANSN CO CL A 19,662 -1,268 (6.06) 700,700
TRIMAS CORP COM NEW 19,627 865 4.61 651,400
BENCHMARK ELECTRS INC COM 19,061 -2,286 (10.71) 803,939
TRIUMPH GROUP INC NEW COM 18,815 719 3.97 316,800
GLATFELTER COM 18,549 805 4.54 753,100
TECH DATA CORP COM 18,506 18,506 New 311,700
HILLENBRAND INC COM 18,365 -31 (0.17) 589,200