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) 879

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 1.5%
Consumer Cyclical
Consumer/Non-Cyclical 1.08%
Energy 4.72%
Financial
Healthcare 9.47%
Services 28.61%
Technology
Transportation 11.79%
Utilities

19 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
RETAILMENOT INC COM SER 1 -29,423 Sold Out 0
ASCENT CAP GROUP INC COM SER A -11,570 Sold Out 0
UTI WORLDWIDE INC ORD 34,421 -7,854 (18.58) 4,097,746
FLEETCOR TECHNOLOGIES INC COM 228,033 -232 (0.1) 1,472,889
ALLEGION PUB LTD CO ORD SHS 76,117 New 1,203,997
ALNYLAM PHARMACEUTICALS INC COM 82,957 New 651,000
CASELLA WASTE SYS INC CL A 23,463 New 3,694,949
EUROSEAS LTD SHS NEW 7,213 New 1,116,487
MEDIFAST INC COM 9,472 New 306,830
RESPONSE GENETICS INC COM 299 New 2,447,617
SHAKE SHACK INC CL A 476 476 New 7,000
DIANA SHIPPING INC COM 24,718 1,866 8.17 3,273,924
MASONITE INTL CORP NEW COM 155,860 2,411 1.57 2,256,547
DIANA CONTAINERSHIPS INC COM 37,342 3,058 8.92 18,859,635
AEGEAN MARINE PETROLEUM NETWRK SHS 41,464 5,844 16.41 3,793,588
ZULILY INC CL A 13,210 10,520 391.13 1,000,000
GRUBHUB INC COM 12,111 12,111 New 381,923
SEAWORLD ENTMT INC COM 13,173 13,173 New 759,715
ADVANCED DRAIN SYS INC DEL COM 118,854 24,614 26.12 4,270,718