LAFITTE CAPITAL MANAGEMENT LP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 30
New Positions 4
Increased Positions 13
Decreased Positions 14
Positions with Activity 27
Sold Out Positions 4
Total Mkt Value (in $ millions) 168

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

Sector Weighting

Basic Materials 3.05%
Capital Goods 22.05%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy 33.28%
Financial
Healthcare
Services 17.11%
Technology 3.6%
Transportation 10.02%
Utilities

30 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GRAHAM CORP COM 20,287 459 2.31 663,844
QUALITY DISTR INC FLA COM 16,848 New 1,200,000
WORLD PT TERMS LP UNIT REP LTD PT 13,543 New 709,048
EV ENERGY PARTNERS LP COM UNITS 13,167 2,717 26 315,000
VAALCO ENERGY INC COM NEW 12,661 12,661 New 1,383,662
MTR GAMING GROUP INC COM 11,197 445 4.14 2,482,651
MYR GROUP INC DEL COM 8,406 223 2.73 359,538
GOODRICH PETE CORP COM NEW 8,288 -2,763 (25) 375,000
NORTH ATLANTIC DRILLING LTD COM 7,505 2,612 53.38 684,781
RIGNET INC COM 7,001 -2,334 (25) 150,000
CARE COM INC COM 4,776 4,776 New 520,875
C&J ENERGY SVCS INC COM 4,768 -6,708 (58.45) 166,200
TETRA TECHNOLOGIES INC DEL COM 4,720 -96 (1.99) 400,000
MENTOR GRAPHICS CORP COM 4,362 654 17.65 200,000
DYNAMIC MATLS CORP COM 4,291 -8 (0.19) 215,000
LIONBRIDGE TECHNOLOGIES INC COM 3,819 2,775 265.83 823,106
W & T OFFSHORE INC COM 3,730 -2,383 (38.98) 250,000
IGNITE RESTAURANT GROUP INC COM 3,247 295 10 440,000
GORMAN RUPP CO COM 3,103 414 15.38 100,000
U.S. AUTO PARTS NETWORK INC COM 3,050 3,050 New 1,000,000


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