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) 748

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 7.47%
Conglomerates
Consumer Cyclical 3.11%
Consumer/Non-Cyclical
Energy 4%
Financial
Healthcare 0.26%
Services 53.29%
Technology 0%
Transportation 10.16%
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 -4,659 Sold Out 0
CASTLE A M & CO COM -20,898 Sold Out 0
GLOBAL GEOPHYSICAL SVCS INC COM -30 Sold Out 0
DIANA CONTAINERSHIPS INC COM 1,335 1,335 New 500,000
RESPONSE GENETICS INC COM 1,934 New 2,447,617
EUROSEAS LTD COM NEW 12,728 New 11,164,868
DIANA SHIPPING INC COM 15,702 213 1.37 1,475,726
CASELLA WASTE SYS INC CL A 16,479 New 3,694,949
LIBBEY INC COM 23,296 New 844,052
SHENANDOAH TELECOMMUNICATIONS COM 29,894 New 1,082,336
AEGEAN MARINE PETROLEUM NETWRK SHS 29,941 3,593 13.64 2,964,453
ASCENT CAP GROUP INC COM SER A 35,398 New 567,177
ALLEGION PUB LTD CO ORD SHS 41,092 8,434 25.83 798,997
UTI WORLDWIDE INC ORD 46,200 New 5,032,691
BLOUNT INTL INC NEW COM 55,847 New 3,494,819
TRIPADVISOR INC COM 84,905 84,905 New 856,849
MASONITE INTL CORP NEW COM 121,315 33,882 38.75 2,121,635
FLEETCOR TECHNOLOGIES INC COM 231,885 New 1,613,789