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) 111

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

Sector Weighting

Basic Materials 2.73%
Capital Goods 22.14%
Conglomerates
Consumer Cyclical 0.21%
Consumer/Non-Cyclical
Energy 19.66%
Financial 5.24%
Healthcare
Services 10.46%
Technology 1.29%
Transportation 10.04%
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 -1,712 Sold Out 0
FURMANITE CORPORATION COM -367 Sold Out 0
GORMAN RUPP CO COM -2,851 Sold Out 0
MENTOR GRAPHICS CORP COM -4,602 Sold Out 0
ORION MARINE GROUP INC COM -2,283 Sold Out 0
SHILOH INDS INC COM -612 Sold Out 0
WESCO AIRCRAFT HLDGS INC COM -1,956 Sold Out 0
DAWSON GEOPHYSICAL CO COM 540 New 50,000
RIGNET INC COM 2,549 -2,584 (50.34) 74,496
LRAD CORP COM 234 234 New 78,311
FTD COS INC COM 3,425 3,425 New 100,000
ROWAN COMPANIES PLC SHS CL A 2,112 2,112 New 100,000
HOUSTON WIRE & CABLE CO COM 1,439 New 130,000
DYNAMIC MATLS CORP COM 3,044 New 215,000
CSI COMPRESSCO LP COM UNIT 3,563 3,563 New 250,000
EV ENERGY PARTNERS LP COM UNITS 4,416 New 315,000
GOODRICH PETE CORP COM NEW 945 New 375,000
W & T OFFSHORE INC COM 2,024 759 60 400,000
MYR GROUP INC DEL COM 10,876 1,877 20.86 434,538
IGNITE RESTAURANT GROUP INC COM 3,420 410 13.64 500,000