12 WEST CAPITAL MANAGEMENT LP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 23
New Positions 0
Increased Positions 5
Decreased Positions 11
Positions with Activity 16
Sold Out Positions 7
Total Mkt Value (in $ millions) 866

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

Sector Weighting

Basic Materials
Capital Goods 0%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 1.06%
Energy 5.26%
Financial
Healthcare 7.95%
Services 28.88%
Technology
Transportation 15.42%
Utilities

23 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
BLOUNT INTL INC NEW COM -44,524 Sold Out 0
SHENANDOAH TELECOMMUNICATIONS COM -32,405 Sold Out 0
NUTRI SYS INC NEW COM -30,096 Sold Out 0
PINNACLE ENTMT INC COM -17,950 Sold Out 0
ASCENT CAP GROUP INC COM SER A 11,810 -14,377 (54.9) 296,444
NCI BUILDING SYS INC COM NEW -10,041 Sold Out 0
MEDIFAST INC COM 9,193 -9,817 (51.64) 306,830
CHANNELADVISOR CORP COM -7,532 Sold Out 0
BLYTH INC COM NEW -4,497 Sold Out 0
RETAILMENOT INC COM SER 1 35,035 -503 (1.41) 1,942,083
FLEETCOR TECHNOLOGIES INC COM 219,035 -208 (0.1) 1,474,389
ALNYLAM PHARMACEUTICALS INC COM 67,743 New 651,000
CASELLA WASTE SYS INC CL A 19,214 New 3,694,949
EUROSEAS LTD COM NEW 7,949 New 11,164,868
MASONITE INTL CORP NEW COM 148,850 New 2,221,635
RESPONSE GENETICS INC COM 1,111 New 2,447,617
UTI WORLDWIDE INC ORD 62,959 New 5,032,691
ZULILY INC CL A 2,633 New 203,611
DIANA CONTAINERSHIPS INC COM 43,634 2,215 5.35 17,315,134
AEGEAN MARINE PETROLEUM NETWRK SHS 45,527 4,113 9.93 3,258,903