12 West Capital Management as of June 30, 2017
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 16 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FleetCor Technologies | 22.6 | $134M | 928k | 144.21 | |
| Godaddy Inc cl a (GDDY) | 14.5 | $85M | 2.0M | 42.42 | |
| Shake Shack Inc cl a (SHAK) | 12.0 | $71M | 2.0M | 34.88 | |
| Masonite International (DOOR) | 10.9 | $65M | 854k | 75.50 | |
| Alnylam Pharmaceuticals (ALNY) | 9.4 | $56M | 700k | 79.76 | |
| Columbia Ppty Tr | 8.2 | $48M | 2.2M | 22.38 | |
| Wingstop (WING) | 5.5 | $33M | 1.1M | 30.90 | |
| Cincinnati Bell | 3.6 | $21M | 1.1M | 19.55 | |
| Diana Shipping (DSX) | 3.4 | $20M | 4.9M | 4.06 | |
| Weight Watchers International | 3.4 | $20M | 598k | 33.42 | |
| Atlantic Power Corporation | 2.1 | $13M | 5.2M | 2.40 | |
| Primo Water Corporation | 1.9 | $11M | 861k | 12.70 | |
| Atara Biotherapeutics (ATRA) | 0.9 | $5.6M | 399k | 14.00 | |
| Papa Murphys Hldgs | 0.8 | $4.7M | 1.1M | 4.37 | |
| Duluth Holdings (DLTH) | 0.6 | $3.5M | 190k | 18.21 | |
| Full House Resorts (FLL) | 0.2 | $1.4M | 550k | 2.47 |
