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) 172

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

Sector Weighting

Basic Materials 3.18%
Capital Goods 21.83%
Conglomerates
Consumer Cyclical 1.77%
Consumer/Non-Cyclical
Energy 33.06%
Financial
Healthcare
Services 16.9%
Technology 5.63%
Transportation 9.81%
Utilities

35 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
RIGNET INC COM 11,403 -11,403 (50) 200,000
UNITED RENTALS INC COM -11,055 Sold Out 0
DRESSER-RAND GROUP INC COM -7,891 Sold Out 0
WESCO AIRCRAFT HLDGS INC COM 3,000 -3,685 (55.13) 157,047
SANCHEZ ENERGY CORP COM -3,123 Sold Out 0
INTEGRATED ELECTRICAL SVC COM -2,639 Sold Out 0
JOHN BEAN TECHNOLOGIES CORP COM -2,174 Sold Out 0
C&J ENERGY SVCS INC COM 12,988 -1,769 (11.99) 400,000
ORION MARINE GROUP INC COM 2,750 -1,404 (33.79) 254,900
NATIONAL OILWELL VARCO INC COM -1,226 Sold Out 0
MITEL NETWORKS CORP COM 4,486 -1,149 (20.39) 398,061
CAFEPRESS INC COM -521 Sold Out 0
MOVE INC COM NEW -188 Sold Out 0
NOW INC COM -124 Sold Out 0
DAWSON GEOPHYSICAL CO COM 1,279 New 50,000
DYNAMIC MATLS CORP COM 4,590 New 215,413
HOUSTON WIRE & CABLE CO COM 1,640 New 133,649
WORLD PT TERMS LP UNIT REP LTD PT 13,422 New 709,048
MTR GAMING GROUP INC COM 11,062 605 5.79 2,383,985
MENTOR GRAPHICS CORP COM 3,528 726 25.93 170,000