12 WEST CAPITAL MANAGEMENT LP Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 17
New Positions 3
Increased Positions 7
Decreased Positions 2
Positions with Activity 9
Sold Out Positions 0
Total Mkt Value (in $ millions) 656

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

Sector Weighting

Basic Materials 3.64%
Capital Goods 7.35%
Conglomerates
Consumer Cyclical 3.06%
Consumer/Non-Cyclical
Energy 3.89%
Financial
Healthcare 6.89%
Services 45.46%
Technology 0.63%
Transportation 11.98%
Utilities

17 Positions as of 03/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AEGEAN MARINE PETROLEUM NETWRK SHS 25,435 362 1.45 2,608,748
ALLEGION PUB LTD CO ORD SHS 34,862 34,862 New 635,000
ARI NETWORK SVCS INC COM NEW 4,107 New 1,451,290
ASCENT CAP GROUP INC COM SER A 34,723 New 567,177
BLOUNT INTL INC NEW COM 48,229 New 3,494,819
CASELLA WASTE SYS INC CL A 18,290 New 3,694,949
CASTLE A M & CO COM 23,905 -1,310 (5.2) 2,132,496
DIANA SHIPPING INC COM 14,572 4,308 41.97 1,455,726
EUROSEAS LTD COM NEW 12,728 12,728 New 11,164,868
FLEETCOR TECHNOLOGIES INC COM 214,053 New 1,613,789
GLOBAL GEOPHYSICAL SVCS INC COM 72 72 New 1,500,000
IDENIX PHARMACEUTICALS INC COM 43,323 New 1,782,100
LIBBEY INC COM 20,080 2,713 15.62 844,052
MASONITE INTL CORP NEW COM 77,463 532 .69 1,529,085
RESPONSE GENETICS INC COM 1,934 New 2,447,617
SHENANDOAH TELECOMMUNICATIONS COM 31,355 -1,960 (5.88) 1,082,336
UTI WORLDWIDE INC ORD 51,333 New 5,032,691