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) 114

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 23.24%
Conglomerates
Consumer Cyclical 0.19%
Consumer/Non-Cyclical
Energy 19.18%
Financial 5.18%
Healthcare
Services 10.38%
Technology 1.28%
Transportation 10.31%
Utilities

31 Positions as of 09/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
EZCORP INC CL A NON VTG 5,915 5,915 New 565,473
C&J ENERGY SVCS INC COM -1,586 Sold Out 0
CARE COM INC COM 4,245 New 520,875
DAWSON GEOPHYSICAL CO COM 548 New 50,000
DYNAMIC MATLS CORP COM 3,044 New 215,000
ELDORADO RESORTS INC COM 9,341 -515 (5.23) 2,352,834
FTD COS INC COM 3,420 3,420 New 100,000
FURMANITE CORPORATION COM -376 Sold Out 0
GORMAN RUPP CO COM -2,948 Sold Out 0
GRAHAM CORP COM 15,401 40 .26 665,576
HOUSTON WIRE & CABLE CO COM 1,466 New 130,000
IGNITE RESTAURANT GROUP INC COM 3,615 434 13.64 500,000
LIONBRIDGE TECHNOLOGIES INC COM 3,253 -1,044 (24.3) 623,106
LRAD CORP COM 219 219 New 78,311
MENTOR GRAPHICS CORP COM -4,630 Sold Out 0
MYR GROUP INC DEL COM 11,137 1,922 20.86 434,538
NORTH ATLANTIC DRILLING LTD COM 1,073 87 8.79 745,000
ORION MARINE GROUP INC COM -2,348 Sold Out 0
QUALITY DISTR INC FLA COM 11,779 1,231 11.67 1,340,000
RIGNET INC COM 2,479 -2,513 (50.34) 74,496