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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 (2015Q2)
Portfolio Summary: 69 holdings with a total value of $507,298,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 WABTEC 123,998 11,686,000 2.30%
2 MGIC INVT CORP WIS 1,000,057 11,381,000 2.24%
3 SUN COMMUNITIES INC COM 174,351 10,780,000 2.12%
4 ACUITY BRANDS INC 59,797 10,762,000 2.12%
5 HANOVER INS GROUP INC 138,780 10,274,000 2.03%
6 VERIFONE SYS INC 302,314 10,267,000 2.02%
7 FAIR ISAAC CORP 111,090 10,085,000 1.99%
8 PGT INNOVATIONS INC COM 692,077 10,042,000 1.98%
9 INVACARE CORP COM 461,909 9,991,000 1.97%
10 MCDERMOTT INTL INC 1,870,688 9,989,000 1.97%
11 U S PHYSICAL THERAPY COM 171,712 9,403,000 1.85%
12 INTEGRA LIFESCIENCES HLDGS CP COM NEW 138,740 9,347,000 1.84%
13 CARTERS INC 86,968 9,245,000 1.82%
14 VCA INCORPORATED 168,613 9,173,000 1.81%
15 UNIFI INC COM NEW 272,896 9,142,000 1.80%
16 CASEY'S GENERAL STORES INC COM 93,631 8,964,000 1.77%
17 ENDURANCE SPECIALTY 135,862 8,926,000 1.76%
18 DOMINOS PIZZA (USD) 77,950 8,840,000 1.74%
19 CONMED CORP 150,297 8,758,000 1.73%
20 PROGRESS SOFTWARE CORP COM 312,184 8,585,000 1.69%
21 CAL MAINE FOODS INC 163,698 8,545,000 1.68%
22 WEBSTER FINL CORP CONN 209,218 8,275,000 1.63%
23 FINISH LINE INC CL A 295,055 8,208,000 1.62%
24 TRIMAS CORP COM NEW 274,175 8,116,000 1.60%
25 STERLING BANCORP DEL COM 550,013 8,085,000 1.59%
26 SELECTIVE INS GROUP INC COM 283,711 7,958,000 1.57%
27 CACI INTL INC CL A 98,368 7,957,000 1.57%
28 LIFEPOINT HOSPS INC 90,425 7,862,000 1.55%
29 Albany Molecular 387,471 7,835,000 1.54%
30 ACADIA HEALTHCARE COMPANY IN 99,121 7,764,000 1.53%
31 STATE BK FINL CORP COM 356,562 7,737,000 1.53%
32 GLACIER BANCORP INC NEW COM 261,903 7,705,000 1.52%
33 PLEXUS CORP COM 172,767 7,581,000 1.49%
34 BancorpSouth Inc 292,908 7,545,000 1.49%
35 BRADY CORP CL A 302,782 7,491,000 1.48%
36 Tenneco Inc Com 127,829 7,342,000 1.45%
37 BOTTOMLINE TECH DEL INC COM 255,899 7,117,000 1.40%
38 CHEESECAKE FACTORY INC 130,072 7,093,000 1.40%
39 BRIGGS & STRATTON CORP 363,040 6,992,000 1.38%
40 CAPELLA EDUCATION 130,118 6,983,000 1.38%
41 ETHAN ALLEN INTERIORS INC COM 264,653 6,971,000 1.37%
42 THERMON GROUP HLDGS INC COM 285,791 6,879,000 1.36%
43 MANTECH INTERNATIONAL CORP CL A 235,248 6,822,000 1.34%
44 ENTEGRIS INC 463,140 6,748,000 1.33%
45 CABELAS INC 134,945 6,745,000 1.33%
46 SUPERVALU Inc 829,880 6,714,000 1.32%
47 COMPASS MINERALS INTL INC 80,922 6,647,000 1.31%
48 Education Realty Trust Inc 206,099 6,463,000 1.27%
49 SENSIENT TECHNOLOGIES CORP 94,462 6,456,000 1.27%
50 MILLER HERMAN INC 220,010 6,365,000 1.25%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-030500, filed 2015.08.07).

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.