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) 754

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 7.34%
Conglomerates
Consumer Cyclical 3.06%
Consumer/Non-Cyclical
Energy 3.98%
Financial
Healthcare 0.26%
Services 53.62%
Technology 0%
Transportation 10.08%
Utilities

6 INCREASED 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 121,591 33,959 38.75 2,121,635
TRIPADVISOR INC COM 87,210 87,210 New 856,849
ALLEGION PUB LTD CO ORD SHS 41,556 8,529 25.83 798,997
AEGEAN MARINE PETROLEUM NETWRK SHS 30,000 3,600 13.64 2,964,453
DIANA SHIPPING INC COM 15,643 212 1.37 1,475,726
DIANA CONTAINERSHIPS INC COM 1,345 1,345 New 500,000