12 WEST CAPITAL MANAGEMENT LP
90 PARK AVENUE, NEW YORK, New York, 10016, (646) 216-7040
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 17 |
| New Positions | 1 |
| Increased Positions | 5 |
| Decreased Positions | 4 |
| Positions with Activity | 9 |
| Sold Out Positions | 4 |
| Total Mkt Value (in $ millions) |
625 |
Sector Weighting
| Basic Materials | 5.69% |
| Capital Goods | 7.7% |
| Conglomerates | |
| Consumer Cyclical | 0% |
| Consumer/Non-Cyclical | 0.44% |
| Energy | |
| Financial | 15.06% |
| Healthcare | 2.75% |
| Services | 49.26% |
| Technology | |
| Transportation | 19.1% |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
17 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| FLEETCOR TECHNOLOGIES INC | COM | 132,411 | New | 1,613,789 | |
| NETSPEND HLDGS INC | COM | 94,158 | 11,466 | 13.87 | 5,895,902 |
| TRIPADVISOR INC | COM | 82,521 | 37,887 | 84.88 | 1,378,106 |
| UTI WORLDWIDE INC | ORD | 72,555 | 1,606 | 2.26 | 4,517,743 |
| BLOUNT INTL INC NEW | COM | 48,138 | New | 3,421,319 | |
| MACQUARIE INFRASTR CO LLC | MEMBERSHIP INT | 46,910 | New | 828,800 | |
| ASCENT CAP GROUP INC | COM SER A | 41,982 | New | 567,177 | |
| SHFL ENTMT INC | COM | 36,342 | New | 2,161,898 | |
| CASTLE A M & CO | COM | 35,608 | 35,608 | New | 1,950,079 |
| CASELLA WASTE SYS INC | CL A | 14,780 | 1,000 | 7.26 | 3,694,949 |
| DERMA SCIENCES INC | COM PAR $.01 | 13,722 | New | 960,249 | |
| RESPONSE GENETICS INC | COM | 3,500 | New | 2,447,617 | |
| CRAFT BREW ALLIANCE INC | COM | 2,742 | New | 357,985 | |
| FELCOR LODGING TR INC | COM | -22,335 | Sold Out | 0 | |
| HOWARD HUGHES CORP | COM | -29,531 | Sold Out | 0 | |
| MUELLER WTR PRODS INC | COM SER A | -21,145 | Sold Out | 0 | |
| SKULLCANDY INC | COM | -3,174 | Sold Out | 0 |
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