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) 715

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 7.31%
Conglomerates
Consumer Cyclical 3.19%
Consumer/Non-Cyclical
Energy 3.41%
Financial
Healthcare 0.22%
Services 52.69%
Technology 0%
Transportation 11.06%
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 119,490 33,372 38.75 2,121,635
TRIPADVISOR INC COM 75,086 75,086 New 856,849
ALLEGION PUB LTD CO ORD SHS 38,711 7,946 25.83 798,997
AEGEAN MARINE PETROLEUM NETWRK SHS 24,368 2,924 13.64 2,964,453
DIANA SHIPPING INC COM 12,957 176 1.37 1,475,726
DIANA CONTAINERSHIPS INC COM 1,070 1,070 New 500,000


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