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) 876

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 1.07%
Energy 5.34%
Financial
Healthcare 8.79%
Services 30.05%
Technology
Transportation 13.5%
Utilities

23 Positions as of 12/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ADVANCED DRAIN SYS INC DEL COM 97,829 54,168 124.06 3,386,271
AEGEAN MARINE PETROLEUM NETWRK SHS 46,830 4,231 9.93 3,258,903
ALLEGION PUB LTD CO ORD SHS 71,156 23,936 50.69 1,203,997
ALNYLAM PHARMACEUTICALS INC COM 76,154 New 651,000
ASCENT CAP GROUP INC COM SER A 11,870 -14,449 (54.9) 296,444
BLOUNT INTL INC NEW COM -46,411 Sold Out 0
BLYTH INC COM NEW -4,568 Sold Out 0
CASELLA WASTE SYS INC CL A 21,061 New 3,694,949
CHANNELADVISOR CORP COM -8,368 Sold Out 0
DIANA CONTAINERSHIPS INC COM 44,154 2,241 5.35 17,315,134
DIANA SHIPPING INC COM 18,402 8,214 80.62 3,026,718
EUROSEAS LTD COM NEW 9,378 New 11,164,868
FLEETCOR TECHNOLOGIES INC COM 230,329 -219 (0.1) 1,474,389
MASONITE INTL CORP NEW COM 152,693 New 2,221,635
MEDIFAST INC COM 9,334 -9,968 (51.64) 306,830
NCI BUILDING SYS INC COM NEW -9,924 Sold Out 0
NUTRI SYS INC NEW COM -29,057 Sold Out 0
PINNACLE ENTMT INC COM -17,910 Sold Out 0
RESPONSE GENETICS INC COM 832 New 2,447,617
RETAILMENOT INC COM SER 1 36,841 -528 (1.41) 1,942,083