12 WEST CAPITAL MANAGEMENT LP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 18
New Positions 2
Increased Positions 6
Decreased Positions 3
Positions with Activity 9
Sold Out Positions 3
Total Mkt Value (in $ millions) 694

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

Sector Weighting

Basic Materials 0%
Capital Goods 7.28%
Conglomerates
Consumer Cyclical 3.3%
Consumer/Non-Cyclical
Energy 3.43%
Financial
Healthcare 0.19%
Services 52.5%
Technology 0%
Transportation 11.21%
Utilities

18 Positions as of 06/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AEGEAN MARINE PETROLEUM NETWRK SHS 23,775 2,853 13.64 2,964,453
ALLEGION PUB LTD CO ORD SHS 37,473 7,691 25.83 798,997
ARI NETWORK SVCS INC COM NEW -4,601 Sold Out 0
ASCENT CAP GROUP INC COM SER A 35,369 New 567,177
BLOUNT INTL INC NEW COM 50,465 New 3,494,819
CASELLA WASTE SYS INC CL A 15,371 New 3,694,949
CASTLE A M & CO COM -14,544 Sold Out 0
DIANA CONTAINERSHIPS INC COM 1,050 1,050 New 500,000
DIANA SHIPPING INC COM 12,647 171 1.37 1,475,726
EUROSEAS LTD COM NEW 12,058 New 11,164,868
FLEETCOR TECHNOLOGIES INC COM 214,811 New 1,613,789
GLOBAL GEOPHYSICAL SVCS INC COM -12 Sold Out 0
LIBBEY INC COM 22,924 New 844,052
MASONITE INTL CORP NEW COM 115,799 32,341 38.75 2,121,635
RESPONSE GENETICS INC COM 1,324 New 2,447,617
SHENANDOAH TELECOMMUNICATIONS COM 27,026 New 1,082,336
TRIPADVISOR INC COM 71,581 71,581 New 856,849
UTI WORLDWIDE INC ORD 51,988 New 5,032,691