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) 723

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 7.32%
Conglomerates
Consumer Cyclical 3.07%
Consumer/Non-Cyclical
Energy 3.76%
Financial
Healthcare 0.23%
Services 52.98%
Technology 0%
Transportation 11.11%
Utilities

18 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ARI NETWORK SVCS INC COM NEW -4,644 Sold Out 0
CASTLE A M & CO COM -18,212 Sold Out 0
GLOBAL GEOPHYSICAL SVCS INC COM -26 Sold Out 0
DIANA CONTAINERSHIPS INC COM 1,125 1,125 New 500,000
ASCENT CAP GROUP INC COM SER A 34,144 New 567,177
ALLEGION PUB LTD CO ORD SHS 38,064 7,813 25.83 798,997
LIBBEY INC COM 22,165 New 844,052
TRIPADVISOR INC COM 78,333 78,333 New 856,849
SHENANDOAH TELECOMMUNICATIONS COM 26,853 New 1,082,336
DIANA SHIPPING INC COM 13,193 179 1.37 1,475,726
FLEETCOR TECHNOLOGIES INC COM 229,352 New 1,613,789
MASONITE INTL CORP NEW COM 117,496 32,815 38.75 2,121,635
RESPONSE GENETICS INC COM 1,677 New 2,447,617
AEGEAN MARINE PETROLEUM NETWRK SHS 27,184 3,262 13.64 2,964,453
BLOUNT INTL INC NEW COM 52,877 New 3,494,819
CASELLA WASTE SYS INC CL A 14,226 New 3,694,949
UTI WORLDWIDE INC ORD 53,498 New 5,032,691
EUROSEAS LTD COM NEW 12,505 New 11,164,868