12 West Capital Management LP Q1 2017 Filing
Filed May 15, 2017
Portfolio Value
$502.8M
Holdings
18
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FLT1EURFLEETCOR TECHNOLOGIES INC | 673,160 | $101.9M | 20.27% | |
| 2 | DOOREURMASONITE INTL CORP NEW | 914,538 | $72.5M | 14.41% | |
| 3 | GDDYGODADDY INC | 1,604,101 | $60.8M | 12.09% | |
| 4 | WMSADVANCED DRAIN SYS INC DEL | 2,454,184 | $53.7M | 10.69% | |
| 5 | ALNYALNYLAM PHARMACEUTICALS INC | 700,000 | $35.9M | 7.13% | |
| 6 | SHAKSHAKE SHACK INC | 961,662 | $32.1M | 6.39% | |
| 7 | WINGWINGSTOP INC | 1,055,565 | $29.9M | 5.94% | |
| 8 | CNDTCONDUENT INC | 1,391,880 | $23.4M | 4.64% | |
| 9 | DSXDIANA SHIPPING INC | 4,429,989 | $20.5M | 4.07% | |
| 10 | ATATLANTIC PWR CORP | 7,188,076 | $19.0M | 3.79% | |
| 11 | —NORD ANGLIA EDUCATION INC | 560,823 | $14.2M | 2.83% | |
| 12 | WTWEURWEIGHT WATCHERS INTL INC NEW | 598,388 | $9.3M | 1.85% | |
| 13 | ATRAGBXATARA BIOTHERAPEUTICS INC | 398,700 | $8.2M | 1.63% | |
| 14 | —ARI NETWORK SVCS INC | 1,020,000 | $5.3M | 1.05% | |
| 15 | —PAPA MURPHYS HLDGS INC | 1,067,702 | $5.1M | 1.01% | |
| 16 | ETSYETSY INC | 475,500 | $5.1M | 1.01% | |
| 17 | DLTHDULUTH HLDGS INC | 190,100 | $4.0M | 0.80% | |
| 18 | —VINCE HLDG CORP | 1,246,120 | $1.9M | 0.38% |