12 WEST CAPITAL MANAGEMENT LP Information

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

Report Date: 03/31/2016

Position Statistics

Total Positions 23
New Positions 7
Increased Positions 13
Decreased Positions 7
Positions with Activity 20
Sold Out Positions 4
Total Mkt Value (in $ millions) 713

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
Consumer Cyclical
Consumer/Non-Cyclical
Energy 3.27%
Financial 1.7%
Healthcare 11.17%
Services 39.15%
Technology
Transportation 3.49%
Utilities 2.45%

20 Activity Positions as of 03/31/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FLEETCOR TECHNOLOGIES INC COM 211,634 -580 (0.27) 1,444,307
ADVANCED DRAIN SYS INC DEL COM 113,254 6,286 5.88 4,956,433
MASONITE INTL CORP NEW COM 82,146 -43,389 (34.56) 1,184,179
CHIPOTLE MEXICAN GRILL INC COM 59,521 59,521 New 130,403
ALNYLAM PHARMACEUTICALS INC COM 39,025 2,523 6.91 696,000
INSULET CORP COM 31,697 31,697 New 1,089,632
SHAKE SHACK INC CL A 24,459 13,531 123.82 703,040
WINGSTOP INC COM 23,525 3,464 17.27 911,465
AEGEAN MARINE PETROLEUM NETWRK SHS 23,351 -8,520 (26.73) 3,256,781
FITBIT INC CL A 21,381 21,381 New 1,467,471
BANKRATE INC DEL COM 12,091 12,091 New 1,404,323
DIANA SHIPPING INC COM 9,095 460 5.33 3,954,489
INSYS THERAPEUTICS INC NEW COM NEW 8,939 8,939 New 623,791
WEIGHT WATCHERS INTL INC NEW COM 8,072 8,072 New 598,388
ATARA BIOTHERAPEUTICS INC COM 6,985 88 1.27 398,700
VINCE HLDG CORP COM 4,822 4,822 New 847,436
FIVE BELOW INC COM -8,036 Sold Out 0
GRUBHUB INC COM -47,039 Sold Out 0
PAPA MURPHYS HLDGS INC COM -2,476 Sold Out 0
REAL IND INC COM -9,617 Sold Out 0

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