LAFITTE CAPITAL MANAGEMENT LP Information

701 BRAZOS STREET, AUSTIN, Texas, 78701, (512) 478-1271

Report Date: 12/31/2013

Position Statistics

Total Positions 30
New Positions 6
Increased Positions 12
Decreased Positions 13
Positions with Activity 25
Sold Out Positions 7
Total Mkt Value (in $ millions) 155

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

Sector Weighting

Basic Materials 2.65%
Capital Goods 32.88%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy 13.01%
Financial
Healthcare
Services 26.81%
Technology 5.61%
Transportation 8.92%
Utilities

30 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
CALLON PETE CO DEL COM -759 Sold Out 0
GLOBAL EAGLE ENTMT INC COM -961 Sold Out 0
HELEN OF TROY CORP LTD COM -5,214 Sold Out 0
IPG PHOTONICS CORP COM -8,935 Sold Out 0
MESA LABS INC COM -2,522 Sold Out 0
MONOTYPE IMAGING HOLDINGS INC COM -1,835 Sold Out 0
VULCAN MATLS CO COM -2,546 Sold Out 0
MOVE INC COM NEW 135 135 New 13,000
CAFEPRESS INC COM 600 600 New 100,000
NATIONAL OILWELL VARCO INC COM 1,211 -2,018 (62.5) 15,000
DAWSON GEOPHYSICAL CO COM 1,402 New 50,000
HOUSTON WIRE & CABLE CO COM 1,676 New 133,649
JOHN BEAN TECHNOLOGIES CORP COM 2,376 249 11.72 80,523
INTEGRATED ELECTRICAL SVC COM 2,538 New 406,700
EV ENERGY PARTNERS LP COM UNITS 2,625 2,625 New 75,000
MENTOR GRAPHICS CORP COM 2,714 2,714 New 135,000
SANCHEZ ENERGY CORP COM 2,810 2,810 New 95,000
DYNAMIC MATLS CORP COM 4,121 New 215,413
MITEL NETWORKS CORP COM 4,335 -1,734 (28.57) 500,000
ORION MARINE GROUP INC COM 4,916 -192 (3.75) 385,000