LAFITTE CAPITAL MANAGEMENT LP Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 31
New Positions 5
Increased Positions 14
Decreased Positions 11
Positions with Activity 25
Sold Out Positions 7
Total Mkt Value (in $ millions) 128

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

Sector Weighting

Basic Materials 2.67%
Capital Goods 22.92%
Conglomerates
Consumer Cyclical 0.15%
Consumer/Non-Cyclical
Energy 22.48%
Financial 5.25%
Healthcare
Services 10.34%
Technology 1.24%
Transportation 10.23%
Utilities

14 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GRAHAM CORP COM 17,711 46 .26 665,576
WORLD PT TERMS LP UNIT REP LTD PT 14,220 330 2.38 725,903
QUALITY DISTR INC FLA COM 13,105 1,369 11.67 1,340,000
MYR GROUP INC DEL COM 11,646 2,010 20.86 434,538
EZCORP INC CL A NON VTG 6,729 6,729 New 565,473
TETRA TECHNOLOGIES INC DEL COM 4,273 1,525 55.51 622,033
IGNITE RESTAURANT GROUP INC COM 4,075 489 13.64 500,000
CSI COMPRESSCO LP COM UNIT 3,805 3,805 New 250,000
FTD COS INC COM 3,525 3,525 New 100,000
W & T OFFSHORE INC COM 3,052 1,145 60 400,000
U.S. AUTO PARTS NETWORK INC COM 2,602 222 9.31 1,093,098
ROWAN COMPANIES PLC SHS CL A 2,374 2,374 New 100,000
NORTH ATLANTIC DRILLING LTD COM 1,378 111 8.79 745,000
LRAD CORP COM 195 195 New 78,311