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) 174

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

Sector Weighting

Basic Materials 3.13%
Capital Goods 21.35%
Conglomerates
Consumer Cyclical 1.79%
Consumer/Non-Cyclical
Energy 33.54%
Financial
Healthcare
Services 16.65%
Technology 5.44%
Transportation 10.33%
Utilities

35 Positions as of 03/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
BALLY TECHNOLOGIES INC COM 3,113 3,113 New 50,000
C&J ENERGY SVCS INC COM 13,092 -1,783 (11.99) 400,000
CAFEPRESS INC COM -535 Sold Out 0
DAWSON GEOPHYSICAL CO COM 1,296 New 50,000
DRESSER-RAND GROUP INC COM -8,141 Sold Out 0
DYNAMIC MATLS CORP COM 4,552 New 215,413
GORMAN RUPP CO COM 2,704 2,704 New 86,669
GRAHAM CORP COM 19,802 2,179 12.36 648,828
HOUSTON WIRE & CABLE CO COM 1,655 New 133,649
IGNITE RESTAURANT GROUP INC COM 5,020 5,020 New 400,000
INTEGRATED ELECTRICAL SVC COM -2,550 Sold Out 0
JOHN BEAN TECHNOLOGIES CORP COM -2,210 Sold Out 0
LIONBRIDGE TECHNOLOGIES INC COM 1,325 1,325 New 225,000
MENTOR GRAPHICS CORP COM 3,551 731 25.93 170,000
MITEL NETWORKS CORP COM 4,247 -1,088 (20.39) 398,061
MTR GAMING GROUP INC COM 11,348 621 5.79 2,383,985
MYR GROUP INC DEL COM 8,726 1,247 16.67 350,000
NATIONAL OILWELL VARCO INC COM -1,278 Sold Out 0
NORTH ATLANTIC DRILLING LTD COM 4,447 4,447 New 446,465
NOW INC COM -125 Sold Out 0