12 WEST CAPITAL MANAGEMENT LP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 18
New Positions 2
Increased Positions 6
Decreased Positions 3
Positions with Activity 9
Sold Out Positions 3
Total Mkt Value (in $ millions) 751

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

Sector Weighting

Basic Materials 0%
Capital Goods 7.52%
Conglomerates
Consumer Cyclical 3.01%
Consumer/Non-Cyclical
Energy 4.03%
Financial
Healthcare 0.25%
Services 52.43%
Technology 0%
Transportation 11.38%
Utilities

18 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FLEETCOR TECHNOLOGIES INC COM 230,917 New 1,613,789
MASONITE INTL CORP NEW COM 119,766 33,449 38.75 2,121,635
TRIPADVISOR INC COM 82,086 82,086 New 856,849
UTI WORLDWIDE INC ORD 56,618 New 5,032,691
BLOUNT INTL INC NEW COM 56,441 New 3,494,819
ALLEGION PUB LTD CO ORD SHS 40,829 8,380 25.83 798,997
ASCENT CAP GROUP INC COM SER A 36,237 New 567,177
AEGEAN MARINE PETROLEUM NETWRK SHS 30,237 3,628 13.64 2,964,453
SHENANDOAH TELECOMMUNICATIONS COM 28,931 New 1,082,336
LIBBEY INC COM 22,570 New 844,052
CASELLA WASTE SYS INC CL A 15,371 New 3,694,949
DIANA SHIPPING INC COM 15,215 206 1.37 1,475,726
EUROSEAS LTD COM NEW 12,393 New 11,164,868
RESPONSE GENETICS INC COM 1,846 New 2,447,617
DIANA CONTAINERSHIPS INC COM 1,215 1,215 New 500,000
ARI NETWORK SVCS INC COM NEW -4,136 Sold Out 0
CASTLE A M & CO COM -20,493 Sold Out 0
GLOBAL GEOPHYSICAL SVCS INC COM -24 Sold Out 0