12 WEST CAPITAL MANAGEMENT LP Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 17
New Positions 3
Increased Positions 7
Decreased Positions 2
Positions with Activity 9
Sold Out Positions 0
Total Mkt Value (in $ millions) 656

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

Sector Weighting

Basic Materials 3.64%
Capital Goods 7.27%
Conglomerates
Consumer Cyclical 3%
Consumer/Non-Cyclical
Energy 3.89%
Financial
Healthcare 6.9%
Services 45.48%
Technology 0.66%
Transportation 12.08%
Utilities

9 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MASONITE INTL CORP NEW COM 77,540 533 .69 1,529,085
ALLEGION PUB LTD CO ORD SHS 34,576 34,576 New 635,000
SHENANDOAH TELECOMMUNICATIONS COM 31,247 -1,953 (5.88) 1,082,336
AEGEAN MARINE PETROLEUM NETWRK SHS 25,461 363 1.45 2,608,748
CASTLE A M & CO COM 23,884 -1,309 (5.2) 2,132,496
LIBBEY INC COM 19,675 2,659 15.62 844,052
DIANA SHIPPING INC COM 14,557 4,303 41.97 1,455,726
EUROSEAS LTD COM NEW 12,951 12,951 New 11,164,868
GLOBAL GEOPHYSICAL SVCS INC COM 72 72 New 1,500,000