LAFITTE CAPITAL MANAGEMENT LP Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 30
New Positions 6
Increased Positions 12
Decreased Positions 13
Positions with Activity 25
Sold Out Positions 7
Total Mkt Value (in $ millions) 155

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

Sector Weighting

Basic Materials 2.65%
Capital Goods 33.22%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy 12.52%
Financial
Healthcare
Services 27.02%
Technology 5.72%
Transportation 8.88%
Utilities

30 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
RIGNET INC COM 20,776 -6,810 (24.69) 400,000
GRAHAM CORP COM 18,432 2,554 16.08 577,432
WORLD PT TERMS LP UNIT REP LTD PT 15,457 12,855 493.92 709,048
QUALITY DISTR INC FLA COM 13,739 3,747 37.50 1,100,000
C&J ENERGY SVCS INC COM 12,757 5,740 81.79 454,471
MTR GAMING GROUP INC COM 11,538 997 9.46 2,253,584
UNITED RENTALS INC COM 8,741 -4,371 (33.33) 100,000
WESCO AIRCRAFT HLDGS INC COM 7,431 New 350,000
DRESSER-RAND GROUP INC COM 7,377 7,377 New 128,690
MYR GROUP INC DEL COM 7,182 -796 (9.98) 300,000
ORION MARINE GROUP INC COM 4,809 -187 (3.75) 385,000
MITEL NETWORKS CORP COM 4,455 -1,782 (28.57) 500,000
DYNAMIC MATLS CORP COM 4,095 New 215,413
MENTOR GRAPHICS CORP COM 2,720 2,720 New 135,000
SANCHEZ ENERGY CORP COM 2,657 2,657 New 95,000
INTEGRATED ELECTRICAL SVC COM 2,611 New 406,700
EV ENERGY PARTNERS LP COM UNITS 2,558 2,558 New 75,000
JOHN BEAN TECHNOLOGIES CORP COM 2,377 249 11.72 80,523
HOUSTON WIRE & CABLE CO COM 1,672 New 133,649
DAWSON GEOPHYSICAL CO COM 1,393 New 50,000