SOUTHERNSUN ASSET MANAGEMENT, LLC Information

6070 POPLAR AVE., MEMPHIS, Tennessee, 38119, (901) 333-6980

Report Date: 12/31/2014

Position Statistics

Total Positions 40
New Positions 4
Increased Positions 26
Decreased Positions 14
Positions with Activity 40
Sold Out Positions 0
Total Mkt Value (in $ millions) 5,408

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

Sector Weighting

Basic Materials 5.14%
Capital Goods 31.38%
Conglomerates
Consumer Cyclical 10.76%
Consumer/Non-Cyclical 5.87%
Energy 7.26%
Financial 4.95%
Healthcare 8.77%
Services 16.45%
Technology 5.22%
Transportation
Utilities 2.07%

40 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ISHARES TR RUS 2000 VAL ETF 296 296 New 2,900
ISHARES TR RUSSELL 2000 ETF 13,634 13,634 New 110,755
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 31,553 31,553 New 115,037
MIDDLEBY CORP COM 45,916 -10,399 (18.47) 447,435
TIMKENSTEEL CORP COM 11,729 -17 (0.15) 451,097
POLARIS INDS INC COM 113,358 -28,450 (20.06) 796,670
PENTAIR PLC SHS 60,396 -8,546 (12.4) 968,040
SANDERSON FARMS INC COM 96,021 -17,417 (15.35) 1,207,050
NORDSON CORP COM 94,648 -2,079 (2.15) 1,222,532
MURPHY USA INC COM 103,565 5,505 5.61 1,455,381
AEGION CORP COM 27,303 4,885 21.79 1,498,545
AMSURG CORP COM 94,846 94,846 New 1,537,952
COLUMBIA SPORTSWEAR CO COM 112,585 -2,314 (2.01) 1,848,082
FRESH MKT INC COM 83,642 67,676 423.89 2,079,606
IDEX CORP COM 166,029 -5,446 (3.18) 2,213,124
FLOWSERVE CORP COM 132,122 21,499 19.44 2,317,528
WALTER INVT MGMT CORP COM 43,039 10,856 33.73 2,691,613
KOPPERS HOLDINGS INC COM 51,674 8,952 20.95 2,806,857
HILL ROM HLDGS INC COM 141,596 -13,541 (8.73) 2,911,701
CARBO CERAMICS INC COM 95,495 13,060 15.84 3,183,151