12 WEST CAPITAL MANAGEMENT LP Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 16
New Positions 1
Increased Positions 5
Decreased Positions 3
Positions with Activity 8
Sold Out Positions 2
Total Mkt Value (in $ millions) 559

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

Sector Weighting

Basic Materials 5.5%
Capital Goods 7.3%
Conglomerates
Consumer Cyclical 3.56%
Consumer/Non-Cyclical
Energy 4.24%
Financial
Healthcare 2.25%
Services 49.86%
Technology 0.8%
Transportation 11.52%
Utilities

5 INCREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SHENANDOAH TELECOMMUNICATIONS COM 34,454 10,613 44.52 1,150,000
CASTLE A M & CO COM 30,726 2,732 9.76 2,249,357
AEGEAN MARINE PETROLEUM NETWRK SHS 23,684 3,334 16.38 2,571,593
DIANA SHIPPING INC COM 12,089 5,306 78.21 1,025,392
ARI NETWORK SVCS INC COM NEW 4,484 4,484 New 1,451,290