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

16 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
TRIPADVISOR INC COM -98,248 Sold Out 0
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT -45,617 Sold Out 0
LIBBEY INC COM 19,863 -408 (2.01) 730,002
ASCENT CAP GROUP INC COM SER A 39,901 New 567,177
BLOUNT INTL INC NEW COM 40,785 New 3,494,819
CASELLA WASTE SYS INC CL A 18,623 New 3,694,949
FLEETCOR TECHNOLOGIES INC COM 185,521 New 1,613,789
IDENIX PHARMACEUTICALS INC COM 9,730 New 1,782,100
MASONITE INTL CORP NEW COM 83,613 New 1,518,584
RESPONSE GENETICS INC COM 2,839 New 2,447,617
UTI WORLDWIDE INC ORD 52,290 New 5,032,691
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
ARI NETWORK SVCS INC COM NEW 4,484 4,484 New 1,451,290
DIANA SHIPPING INC COM 12,089 5,306 78.21 1,025,392
SHENANDOAH TELECOMMUNICATIONS COM 34,454 10,613 44.52 1,150,000