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) 171

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

Sector Weighting

Basic Materials 3.16%
Capital Goods 21.51%
Conglomerates
Consumer Cyclical 1.79%
Consumer/Non-Cyclical
Energy 33.48%
Financial
Healthcare
Services 16.84%
Technology 5.51%
Transportation 9.85%
Utilities

14 DECREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
C&J ENERGY SVCS INC COM 13,032 -1,775 (11.99) 400,000
RIGNET INC COM 11,262 -11,262 (50) 200,000
MITEL NETWORKS CORP COM 4,263 -1,092 (20.39) 398,061
WESCO AIRCRAFT HLDGS INC COM 3,015 -3,705 (55.13) 157,047
ORION MARINE GROUP INC COM 2,748 -1,402 (33.79) 254,900
CAFEPRESS INC COM -525 Sold Out 0
DRESSER-RAND GROUP INC COM -8,003 Sold Out 0
INTEGRATED ELECTRICAL SVC COM -2,570 Sold Out 0
JOHN BEAN TECHNOLOGIES CORP COM -2,171 Sold Out 0
MOVE INC COM NEW -189 Sold Out 0
NATIONAL OILWELL VARCO INC COM -1,251 Sold Out 0
NOW INC COM -124 Sold Out 0
SANCHEZ ENERGY CORP COM -3,139 Sold Out 0
UNITED RENTALS INC COM -11,046 Sold Out 0