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) 648

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

Sector Weighting

Basic Materials 2.8%
Capital Goods 7.16%
Conglomerates
Consumer Cyclical 3.01%
Consumer/Non-Cyclical
Energy 3.88%
Financial
Healthcare 7.01%
Services 46.98%
Technology 0.67%
Transportation 11.69%
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 74,818 514 .69 1,529,085
ALLEGION PUB LTD CO ORD SHS 34,074 34,074 New 635,000
SHENANDOAH TELECOMMUNICATIONS COM 31,128 -1,946 (5.88) 1,082,336
AEGEAN MARINE PETROLEUM NETWRK SHS 25,122 358 1.45 2,608,748
LIBBEY INC COM 19,489 2,633 15.62 844,052
CASTLE A M & CO COM 18,169 -996 (5.2) 2,132,496
DIANA SHIPPING INC COM 14,222 4,204 41.97 1,455,726
EUROSEAS LTD COM NEW 12,728 12,728 New 11,164,868
GLOBAL GEOPHYSICAL SVCS INC COM 62 62 New 1,500,000