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) 715

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 7.31%
Conglomerates
Consumer Cyclical 3.19%
Consumer/Non-Cyclical
Energy 3.41%
Financial
Healthcare 0.22%
Services 52.69%
Technology 0%
Transportation 11.06%
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 223,461 New 1,613,789
MASONITE INTL CORP NEW COM 119,490 33,372 38.75 2,121,635
TRIPADVISOR INC COM 75,086 75,086 New 856,849
UTI WORLDWIDE INC ORD 53,498 New 5,032,691
BLOUNT INTL INC NEW COM 52,317 New 3,494,819
ALLEGION PUB LTD CO ORD SHS 38,711 7,946 25.83 798,997
ASCENT CAP GROUP INC COM SER A 35,165 New 567,177
SHENANDOAH TELECOMMUNICATIONS COM 27,719 New 1,082,336
AEGEAN MARINE PETROLEUM NETWRK SHS 24,368 2,924 13.64 2,964,453
LIBBEY INC COM 22,798 New 844,052
CASELLA WASTE SYS INC CL A 15,445 New 3,694,949
DIANA SHIPPING INC COM 12,957 176 1.37 1,475,726
EUROSEAS LTD COM NEW 11,611 New 11,164,868
RESPONSE GENETICS INC COM 1,591 New 2,447,617
DIANA CONTAINERSHIPS INC COM 1,070 1,070 New 500,000
ARI NETWORK SVCS INC COM NEW -4,543 Sold Out 0
CASTLE A M & CO COM -15,269 Sold Out 0
GLOBAL GEOPHYSICAL SVCS INC COM -14 Sold Out 0


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