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Institutional Investment Manager
Netols Asset Management, Inc.
Netols Asset Management, Inc. (CIK: 0001315497) incorporated in Wisconsin, located at 1045 W. Glen Oaks Lane, Suite 202, Mequon, WI. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q1)
Portfolio Summary: 71 holdings with a total value of $513,557,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 WABTEC 126,405 12,010,000 2.34%
2 SUN COMMUNITIES INC COM 177,422 11,838,000 2.31%
3 VERIFONE SYS INC 308,568 10,766,000 2.10%
4 HANOVER INS GROUP INC 141,793 10,291,000 2.00%
5 ACUITY BRANDS INC 60,962 10,251,000 2.00%
6 UNIFI INC COM NEW 278,477 10,050,000 1.96%
7 FAIR ISAAC CORP 113,002 10,026,000 1.95%
8 MGIC INVT CORP WIS 1,019,624 9,819,000 1.91%
9 SUPERVALU Inc 844,152 9,818,000 1.91%
10 VCA INCORPORATED 171,956 9,427,000 1.84%
11 INVACARE CORP COM 471,060 9,143,000 1.78%
12 CACI INTL INC CL A 100,299 9,019,000 1.76%
13 INTEGRA LIFESCIENCES HLDGS CP COM NEW 141,569 8,728,000 1.70%
14 PROGRESS SOFTWARE CORP COM 318,337 8,649,000 1.68%
15 CAPELLA EDUCATION 132,715 8,611,000 1.68%
16 TRIMAS CORP COM NEW 279,574 8,608,000 1.68%
17 CASEY'S GENERAL STORES INC COM 95,541 8,608,000 1.68%
18 ENDURANCE SPECIALTY 138,801 8,486,000 1.65%
19 SELECTIVE INS GROUP INC COM 289,582 8,412,000 1.64%
20 ANN INC 203,013 8,330,000 1.62%
21 U S PHYSICAL THERAPY COM 175,123 8,318,000 1.62%
22 ETHAN ALLEN INTERIORS INC COM 297,749 8,230,000 1.60%
23 CARTERS INC 88,813 8,213,000 1.60%
24 DOMINOS PIZZA (USD) 79,472 7,991,000 1.56%
25 WEBSTER FINL CORP CONN 213,632 7,915,000 1.54%
26 FIRST INDL RLTY TR INC 368,453 7,896,000 1.54%
27 PGT INNOVATIONS INC COM 705,355 7,882,000 1.53%
28 BRADY CORP CL A 273,867 7,748,000 1.51%
29 CONMED CORP 152,866 7,718,000 1.50%
30 CABELAS INC 137,799 7,714,000 1.50%
31 COMPASS MINERALS INTL INC 82,474 7,687,000 1.50%
32 BRIGGS & STRATTON CORP 369,651 7,593,000 1.48%
33 FELCOR LODGING TR INC COM 659,021 7,572,000 1.47%
34 Tenneco Inc Com 130,629 7,501,000 1.46%
35 Education Realty Trust Inc 209,987 7,429,000 1.45%
36 MONOTYPE IMAGING HLDGS INC 224,859 7,339,000 1.43%
37 MCDERMOTT INTL INC 1,903,602 7,310,000 1.42%
38 ACADIA HEALTHCARE COMPANY IN 101,049 7,235,000 1.41%
39 STATE BK FINL CORP COM 344,012 7,224,000 1.41%
40 PLEXUS CORP COM 176,191 7,183,000 1.40%
41 CAMPUS CREST CMNTYS INC 1,000,811 7,166,000 1.40%
42 SENSIENT TECHNOLOGIES CORP 103,348 7,119,000 1.39%
43 THERMON GROUP HLDGS INC COM 291,623 7,019,000 1.37%
44 Albany Molecular 395,008 6,952,000 1.35%
45 BancorpSouth Inc 298,801 6,938,000 1.35%
46 STERLING BANCORP DEL COM 511,420 6,858,000 1.34%
47 Check Point Software Technologies Ltd 632,284 6,841,000 1.33%
48 LIFEPOINT HOSPS INC 92,418 6,788,000 1.32%
49 GLACIER BANCORP INC NEW COM 267,577 6,730,000 1.31%
50 CHEESECAKE FACTORY INC 132,834 6,553,000 1.28%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001140361-15-017997, filed 2015.05.06).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.