12 WEST CAPITAL MANAGEMENT LP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 19
New Positions 3
Increased Positions 9
Decreased Positions 4
Positions with Activity 13
Sold Out Positions 2
Total Mkt Value (in $ millions) 905

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

Sector Weighting

Basic Materials
Capital Goods
Conglomerates 1.82%
Consumer Cyclical
Consumer/Non-Cyclical 1.11%
Energy 5.96%
Financial
Healthcare 9.07%
Services 27.22%
Technology
Transportation 12.93%
Utilities

9 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MASONITE INTL CORP NEW COM 152,339 2,357 1.57 2,256,547
ADVANCED DRAIN SYS INC DEL COM 123,595 25,596 26.12 4,270,718
AEGEAN MARINE PETROLEUM NETWRK SHS 53,983 7,609 16.41 3,793,588
DIANA CONTAINERSHIPS INC COM 46,772 3,830 8.92 18,859,635
DIANA SHIPPING INC COM 22,557 1,703 8.17 3,273,924
SEAWORLD ENTMT INC COM 16,486 16,486 New 759,715
GRUBHUB INC COM 15,376 15,376 New 381,923
ZULILY INC CL A 13,380 10,656 391.13 1,000,000
SHAKE SHACK INC CL A 650 650 New 7,000


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