12 West Capital Management

12 West Capital Management as of March 31, 2015

Portfolio Holdings for 12 West Capital Management

12 West Capital Management holds 17 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
FleetCor Technologies 24.7 $222M 1.5M 150.92
Masonite International 16.9 $152M 2.3M 67.26
Advanced Drain Sys Inc Del (WMS) 14.2 $128M 4.3M 29.94
Allegion Plc equity (ALLE) 8.2 $74M 1.2M 61.17
Alnylam Pharmaceuticals (ALNY) 7.6 $68M 651k 104.42
AEGEAN MARINE PETROLEUM Networ Com Stk 6.1 $55M 3.8M 14.37
Uti Worldwide 5.6 $50M 4.1M 12.30
Diana Containerships 5.2 $46M 19M 2.46
Casella Waste Systems (CWST) 2.3 $20M 3.7M 5.50
Diana Shipping (DSX) 2.2 $20M 3.3M 6.12
Grubhub 1.9 $17M 382k 45.39
Seaworld Entertainment (PRKS) 1.6 $15M 760k 19.28
Zulily Inc cl a 1.4 $13M 1.0M 12.99
Medifast (MED) 1.0 $9.2M 307k 29.97
Euroseas 0.9 $7.9M 11M 0.71
Response Genetics (RGDXQ) 0.1 $1.1M 2.4M 0.44
Shake Shack Inc cl a (SHAK) 0.0 $350k 7.0k 50.00