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) 1,390

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

Sector Weighting

Basic Materials 7%
Capital Goods 11.84%
Conglomerates
Consumer Cyclical 9.51%
Consumer/Non-Cyclical
Energy 3.56%
Financial 21.98%
Healthcare 2.7%
Services 24.23%
Technology 15.91%
Transportation 2.24%
Utilities

78 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERRY PLASTICS GROUP INC COM 17,600 17,600 New 730,900
BRISTOW GROUP INC COM 17,448 -1,000 (5.42) 237,200
STERLING BANCORP DEL COM 17,210 5,725 49.85 1,368,025
CHILDRENS PL INC COM 16,956 5,485 47.82 315,000
RUSH ENTERPRISES INC CL A 16,176 2,927 22.10 446,477
MILLER HERMAN INC COM 16,118 3,115 23.96 543,800
GLATFELTER COM 16,100 16,100 New 645,300
PERFICIENT INC COM 15,801 7 .04 925,100
GILDAN ACTIVEWEAR INC COM 15,767 -2,308 (12.77) 273,300
G & K SVCS INC CL A 15,569 5,294 51.53 282,300
ASBURY AUTOMOTIVE GROUP INC COM 15,498 -104 (0.67) 223,057
PARK STERLING CORP COM 15,109 -113 (0.75) 2,238,300
VIRTUSA CORP COM 14,938 2,538 20.47 442,621
TETRA TECHNOLOGIES INC DEL COM 14,431 1,696 13.32 1,243,000
JANUS CAP GROUP INC COM 14,425 14,425 New 1,191,200
EVERTEC INC COM 14,260 14,260 New 626,800
STOCK BLDG SUPPLY HLDGS INC COM 14,117 7 .05 830,900
BBCN BANCORP INC COM 13,779 2,662 23.94 958,200
BROOKLINE BANCORP INC DEL COM 13,715 5 .04 1,510,500
CURTISS WRIGHT CORP COM 13,390 2,602 24.12 187,800