12 WEST CAPITAL MANAGEMENT LP Information

90 PARK AVENUE, NEW YORK, New York, 10016, (646) 216-7040

Report Date: 03/31/2015

Position Statistics

Total Positions 19
New Positions 3
Increased Positions 9
Decreased Positions 4
Positions with Activity 13
Sold Out Positions 2
Total Mkt Value (in $ millions) 869

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

Sector Weighting

Basic Materials
Capital Goods
Conglomerates 1.52%
Consumer Cyclical
Consumer/Non-Cyclical 1.1%
Energy 4.99%
Financial
Healthcare 9.76%
Services 28.25%
Technology
Transportation 11.78%
Utilities

19 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FLEETCOR TECHNOLOGIES INC COM 223,408 -228 (0.1) 1,472,889
MASONITE INTL CORP NEW COM 150,963 2,336 1.57 2,256,547
ADVANCED DRAIN SYS INC DEL COM 117,786 24,393 26.12 4,270,718
ALNYLAM PHARMACEUTICALS INC COM 84,474 New 651,000
ALLEGION PUB LTD CO ORD SHS 75,117 New 1,203,997
AEGEAN MARINE PETROLEUM NETWRK SHS 43,361 6,111 16.41 3,793,588
DIANA CONTAINERSHIPS INC COM 37,531 3,074 8.92 18,859,635
UTI WORLDWIDE INC ORD 33,561 -7,657 (18.58) 4,097,746
DIANA SHIPPING INC COM 24,325 1,837 8.17 3,273,924
CASELLA WASTE SYS INC CL A 22,133 New 3,694,949
ZULILY INC CL A 13,450 10,711 391.13 1,000,000
SEAWORLD ENTMT INC COM 13,219 13,219 New 759,715
GRUBHUB INC COM 12,699 12,699 New 381,923
MEDIFAST INC COM 9,530 New 306,830
EUROSEAS LTD SHS NEW 6,978 New 1,116,487
SHAKE SHACK INC CL A 368 368 New 7,000
RESPONSE GENETICS INC COM 367 New 2,447,617
ASCENT CAP GROUP INC COM SER A -11,499 Sold Out 0
RETAILMENOT INC COM SER 1 -29,830 Sold Out 0


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