12 WEST CAPITAL MANAGEMENT LP Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 25
New Positions 10
Increased Positions 14
Decreased Positions 4
Positions with Activity 18
Sold Out Positions 2
Total Mkt Value (in $ millions) 919

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

Sector Weighting

Basic Materials
Capital Goods 7.72%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 2.86%
Energy 4.14%
Financial
Healthcare 6.65%
Services 37.32%
Technology
Transportation 12.73%
Utilities

25 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
LIBBEY INC COM -26,115 Sold Out 0
TRIPADVISOR INC COM -65,026 Sold Out 0
ZULILY INC CL A 4,797 4,797 New 203,611
PINNACLE ENTMT INC COM 10,960 10,960 New 500,000
NCI BUILDING SYS INC COM NEW 10,357 10,357 New 586,151
BLYTH INC COM NEW 5,112 5,112 New 591,704
MEDIFAST INC COM 21,218 21,218 New 634,500
ALNYLAM PHARMACEUTICALS INC COM 60,250 60,250 New 651,000
ASCENT CAP GROUP INC COM SER A 34,640 4,750 15.89 657,301
CHANNELADVISOR CORP COM 16,538 16,538 New 760,000
ALLEGION PUB LTD CO ORD SHS 44,488 New 798,997
SHENANDOAH TELECOMMUNICATIONS COM 31,629 -1,891 (5.64) 1,021,282
FLEETCOR TECHNOLOGIES INC COM 221,516 -20,714 (8.55) 1,475,789
NUTRI SYS INC NEW COM 29,569 29,569 New 1,505,540
ADVANCED DRAIN SYS INC DEL COM 34,337 34,337 New 1,511,297
DIANA SHIPPING INC COM 11,881 1,418 13.55 1,675,726
RETAILMENOT INC COM SER 1 28,840 28,840 New 1,969,942
MASONITE INTL CORP NEW COM 133,609 6,014 4.71 2,221,635
RESPONSE GENETICS INC COM 928 New 2,447,617
AEGEAN MARINE PETROLEUM NETWRK SHS 38,093 New 2,964,453