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) 756

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 7.49%
Conglomerates
Consumer Cyclical 3.04%
Consumer/Non-Cyclical
Energy 4.1%
Financial
Healthcare 0.25%
Services 52.16%
Technology 0%
Transportation 11.28%
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 -4,165 Sold Out 0
CASTLE A M & CO COM -21,090 Sold Out 0
GLOBAL GEOPHYSICAL SVCS INC COM -24 Sold Out 0
DIANA CONTAINERSHIPS INC COM 1,245 1,245 New 500,000
RESPONSE GENETICS INC COM 1,909 New 2,447,617
EUROSEAS LTD COM NEW 12,728 New 11,164,868
DIANA SHIPPING INC COM 15,126 205 1.37 1,475,726
CASELLA WASTE SYS INC CL A 15,334 New 3,694,949
LIBBEY INC COM 22,958 New 844,052
SHENANDOAH TELECOMMUNICATIONS COM 28,985 New 1,082,336
AEGEAN MARINE PETROLEUM NETWRK SHS 31,008 3,721 13.64 2,964,453
ASCENT CAP GROUP INC COM SER A 36,288 New 567,177
ALLEGION PUB LTD CO ORD SHS 39,838 8,177 25.83 798,997
UTI WORLDWIDE INC ORD 56,115 New 5,032,691
BLOUNT INTL INC NEW COM 56,581 New 3,494,819
TRIPADVISOR INC COM 84,288 84,288 New 856,849
MASONITE INTL CORP NEW COM 123,925 34,611 38.75 2,121,635
FLEETCOR TECHNOLOGIES INC COM 229,239 New 1,613,789