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) 890

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 1.59%
Consumer Cyclical
Consumer/Non-Cyclical 1.13%
Energy 5.18%
Financial
Healthcare 8.68%
Services 28.14%
Technology
Transportation 12.28%
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 159,876 2,474 1.57 2,256,547
ADVANCED DRAIN SYS INC DEL COM 125,047 25,897 26.12 4,270,718
AEGEAN MARINE PETROLEUM NETWRK SHS 46,130 6,502 16.41 3,793,588
DIANA CONTAINERSHIPS INC COM 37,908 3,104 8.92 18,859,635
DIANA SHIPPING INC COM 23,801 1,797 8.17 3,273,924
SEAWORLD ENTMT INC COM 14,169 14,169 New 759,715
ZULILY INC CL A 12,575 10,015 391.13 1,000,000
GRUBHUB INC COM 12,096 12,096 New 381,923
SHAKE SHACK INC CL A 420 420 New 7,000