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) 759

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 7.28%
Conglomerates
Consumer Cyclical 3.09%
Consumer/Non-Cyclical
Energy 3.96%
Financial
Healthcare 0.25%
Services 53.73%
Technology 0%
Transportation 10.31%
Utilities

9 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MASONITE INTL CORP NEW COM 120,466 33,645 38.75 2,121,635
TRIPADVISOR INC COM 83,886 83,886 New 856,849
ALLEGION PUB LTD CO ORD SHS 41,660 8,551 25.83 798,997
AEGEAN MARINE PETROLEUM NETWRK SHS 30,060 3,607 13.64 2,964,453
DIANA SHIPPING INC COM 16,277 221 1.37 1,475,726
DIANA CONTAINERSHIPS INC COM 1,385 1,385 New 500,000
ARI NETWORK SVCS INC COM NEW -4,412 Sold Out 0
CASTLE A M & CO COM -20,387 Sold Out 0
GLOBAL GEOPHYSICAL SVCS INC COM -38 Sold Out 0