LAFITTE CAPITAL MANAGEMENT LP Information

701 BRAZOS STREET, AUSTIN, Texas, 78701, (512) 478-1271

Report Date: 03/31/2014

Position Statistics

Total Positions 35
New Positions 11
Increased Positions 17
Decreased Positions 14
Positions with Activity 31
Sold Out Positions 9
Total Mkt Value (in $ millions) 176

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

Sector Weighting

Basic Materials 3.08%
Capital Goods 21.58%
Conglomerates
Consumer Cyclical 1.75%
Consumer/Non-Cyclical
Energy 33.51%
Financial
Healthcare
Services 16.48%
Technology 5.4%
Transportation 10.54%
Utilities

35 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GRAHAM CORP COM 20,354 2,240 12.36 648,828
QUALITY DISTR INC FLA COM 18,552 1,546 9.09 1,200,000
WORLD PT TERMS LP UNIT REP LTD PT 13,507 New 709,048
C&J ENERGY SVCS INC COM 13,284 -1,809 (11.99) 400,000
MTR GAMING GROUP INC COM 11,350 621 5.79 2,383,985
GOODRICH PETE CORP COM NEW 11,290 11,290 New 500,000
RIGNET INC COM 11,174 -11,174 (50) 200,000
EV ENERGY PARTNERS LP COM UNITS 9,475 6,633 233.33 250,000
MYR GROUP INC DEL COM 8,775 1,254 16.67 350,000
W & T OFFSHORE INC COM 5,982 5,982 New 409,700
IGNITE RESTAURANT GROUP INC COM 5,152 5,152 New 400,000
TIDEWATER INC COM 4,957 4,957 New 100,000
TETRA TECHNOLOGIES INC DEL COM 4,816 4,816 New 408,125
DYNAMIC MATLS CORP COM 4,532 New 215,413
NORTH ATLANTIC DRILLING LTD COM 4,491 4,491 New 446,465
MITEL NETWORKS CORP COM 4,239 -1,086 (20.39) 398,061
MENTOR GRAPHICS CORP COM 3,596 740 25.93 170,000
DORCHESTER MINERALS LP COM UNIT 3,379 3,379 New 100,000
BALLY TECHNOLOGIES INC COM 3,083 3,083 New 50,000
WESCO AIRCRAFT HLDGS INC COM 3,075 -3,778 (55.13) 157,047