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) 178

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

Sector Weighting

Basic Materials 3.26%
Capital Goods 22.17%
Conglomerates
Consumer Cyclical 1.71%
Consumer/Non-Cyclical
Energy 32.93%
Financial
Healthcare
Services 16.81%
Technology 5.19%
Transportation 10.25%
Utilities

35 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
CAFEPRESS INC COM -525 Sold Out 0
DRESSER-RAND GROUP INC COM -7,787 Sold Out 0
INTEGRATED ELECTRICAL SVC COM -2,562 Sold Out 0
JOHN BEAN TECHNOLOGIES CORP COM -2,344 Sold Out 0
MOVE INC COM NEW -190 Sold Out 0
NATIONAL OILWELL VARCO INC COM -1,241 Sold Out 0
NOW INC COM -130 Sold Out 0
SANCHEZ ENERGY CORP COM -3,127 Sold Out 0
UNITED RENTALS INC COM -10,739 Sold Out 0
BALLY TECHNOLOGIES INC COM 3,032 3,032 New 50,000
DAWSON GEOPHYSICAL CO COM 1,399 New 50,000
SHILOH INDS INC COM 920 920 New 50,477
GORMAN RUPP CO COM 2,975 2,975 New 86,669
DORCHESTER MINERALS LP COM UNIT 3,101 3,101 New 100,000
TIDEWATER INC COM 5,007 5,007 New 100,000
HOUSTON WIRE & CABLE CO COM 1,639 New 133,649
WESCO AIRCRAFT HLDGS INC COM 3,080 -3,784 (55.13) 157,047
MENTOR GRAPHICS CORP COM 3,607 743 25.93 170,000
RIGNET INC COM 11,198 -11,198 (50) 200,000
DYNAMIC MATLS CORP COM 4,864 New 215,413


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