12 WEST CAPITAL MANAGEMENT LP Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 16
New Positions 1
Increased Positions 5
Decreased Positions 3
Positions with Activity 8
Sold Out Positions 2
Total Mkt Value (in $ millions) 555

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

Sector Weighting

Basic Materials 5.59%
Capital Goods 7.22%
Conglomerates
Consumer Cyclical 3.54%
Consumer/Non-Cyclical
Energy 4.4%
Financial
Healthcare 2.33%
Services 49.51%
Technology 0.82%
Transportation 11.31%
Utilities

16 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FLEETCOR TECHNOLOGIES INC COM 182,939 New 1,613,789
MASONITE INTL CORP NEW COM 84,767 New 1,518,584
UTI WORLDWIDE INC ORD 50,579 New 5,032,691
BLOUNT INTL INC NEW COM 40,016 New 3,494,819
ASCENT CAP GROUP INC COM SER A 39,345 New 567,177
SHENANDOAH TELECOMMUNICATIONS COM 33,615 10,355 44.52 1,150,000
CASTLE A M & CO COM 30,996 2,756 9.76 2,249,357
AEGEAN MARINE PETROLEUM NETWRK SHS 24,379 3,432 16.38 2,571,593
LIBBEY INC COM 19,608 -403 (2.01) 730,002
CASELLA WASTE SYS INC CL A 18,659 New 3,694,949
DIANA SHIPPING INC COM 12,161 5,337 78.21 1,025,392
IDENIX PHARMACEUTICALS INC COM 9,855 New 1,782,100
ARI NETWORK SVCS INC COM NEW 4,543 4,543 New 1,451,290
RESPONSE GENETICS INC COM 3,084 New 2,447,617
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT -46,976 Sold Out 0
TRIPADVISOR INC COM -95,496 Sold Out 0