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) 145

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

Sector Weighting

Basic Materials 2.57%
Capital Goods 22.87%
Conglomerates
Consumer Cyclical 0.15%
Consumer/Non-Cyclical
Energy 26.52%
Financial 4.27%
Healthcare
Services 9.17%
Technology 1.16%
Transportation 11.49%
Utilities

31 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
C&J ENERGY SVCS INC COM -3,193 Sold Out 0
FURMANITE CORPORATION COM -339 Sold Out 0
GORMAN RUPP CO COM -3,142 Sold Out 0
MENTOR GRAPHICS CORP COM -4,440 Sold Out 0
ORION MARINE GROUP INC COM -2,883 Sold Out 0
SHILOH INDS INC COM -837 Sold Out 0
WESCO AIRCRAFT HLDGS INC COM -2,144 Sold Out 0
RIGNET INC COM 3,434 -3,481 (50.34) 74,496
VAALCO ENERGY INC COM NEW 4,920 -4,157 (45.8) 750,000
LIONBRIDGE TECHNOLOGIES INC COM 3,103 -996 (24.3) 623,106
ELDORADO RESORTS INC COM 9,929 -548 (5.23) 2,352,834
CARE COM INC COM 4,391 New 520,875
COMPRESSCO PARTNERS L P COM UNIT 5,630 5,630 New 250,000
DAWSON GEOPHYSICAL CO COM 749 New 50,000
DYNAMIC MATLS CORP COM 3,732 New 215,000
EV ENERGY PARTNERS LP COM UNITS 9,897 New 315,000
EZCORP INC CL A NON VTG 6,215 6,215 New 565,473
FTD COS INC COM 3,489 3,489 New 100,000
GOODRICH PETE CORP COM NEW 3,686 New 375,000
HOUSTON WIRE & CABLE CO COM 1,681 New 130,000