12 WEST CAPITAL MANAGEMENT LP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 23
New Positions 0
Increased Positions 5
Decreased Positions 11
Positions with Activity 16
Sold Out Positions 7
Total Mkt Value (in $ millions) 866

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

Sector Weighting

Basic Materials
Capital Goods 0%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 1.06%
Energy 5.26%
Financial
Healthcare 7.95%
Services 28.88%
Technology
Transportation 15.42%
Utilities

23 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FLEETCOR TECHNOLOGIES INC COM 219,035 -208 (0.1) 1,474,389
MASONITE INTL CORP NEW COM 148,850 New 2,221,635
ADVANCED DRAIN SYS INC DEL COM 98,540 54,562 124.06 3,386,271
ALLEGION PUB LTD CO ORD SHS 73,721 24,798 50.69 1,203,997
ALNYLAM PHARMACEUTICALS INC COM 67,743 New 651,000
UTI WORLDWIDE INC ORD 62,959 New 5,032,691
AEGEAN MARINE PETROLEUM NETWRK SHS 45,527 4,113 9.93 3,258,903
DIANA CONTAINERSHIPS INC COM 43,634 2,215 5.35 17,315,134
RETAILMENOT INC COM SER 1 35,035 -503 (1.41) 1,942,083
CASELLA WASTE SYS INC CL A 19,214 New 3,694,949
DIANA SHIPPING INC COM 19,008 8,484 80.62 3,026,718
ASCENT CAP GROUP INC COM SER A 11,810 -14,377 (54.9) 296,444
MEDIFAST INC COM 9,193 -9,817 (51.64) 306,830
EUROSEAS LTD COM NEW 7,949 New 11,164,868
ZULILY INC CL A 2,633 New 203,611
RESPONSE GENETICS INC COM 1,111 New 2,447,617
BLOUNT INTL INC NEW COM -44,524 Sold Out 0
BLYTH INC COM NEW -4,497 Sold Out 0
CHANNELADVISOR CORP COM -7,532 Sold Out 0
NCI BUILDING SYS INC COM NEW -10,041 Sold Out 0