12 WEST CAPITAL MANAGEMENT LP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 23
New Positions 0
Increased Positions 5
Decreased Positions 11
Positions with Activity 16
Sold Out Positions 7
Total Mkt Value (in $ millions) 887

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

Sector Weighting

Basic Materials
Capital Goods 0%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 1.09%
Energy 5.65%
Financial
Healthcare 8.82%
Services 30.56%
Technology
Transportation 13.31%
Utilities

11 DECREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FLEETCOR TECHNOLOGIES INC COM 239,205 -227 (0.1) 1,474,389
RETAILMENOT INC COM SER 1 36,958 -530 (1.41) 1,942,083
ASCENT CAP GROUP INC COM SER A 11,908 -14,496 (54.9) 296,444
MEDIFAST INC COM 9,671 -10,328 (51.64) 306,830
BLOUNT INTL INC NEW COM -47,285 Sold Out 0
BLYTH INC COM NEW -4,621 Sold Out 0
CHANNELADVISOR CORP COM -8,200 Sold Out 0
NCI BUILDING SYS INC COM NEW -9,584 Sold Out 0
NUTRI SYS INC NEW COM -30,111 Sold Out 0
PINNACLE ENTMT INC COM -18,365 Sold Out 0
SHENANDOAH TELECOMMUNICATIONS COM -36,582 Sold Out 0