12 West Capital Management LP Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$591.0M
Holdings
16
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FLT1EURFLEETCOR TECHNOLOGIES INC | 928,160 | $133.8M | 22.65% | |
| 2 | GDDYGODADDY INC | 2,014,001 | $85.4M | 14.46% | |
| 3 | SHAKSHAKE SHACK INC | 2,035,736 | $71.0M | 12.01% | |
| 4 | DOOREURMASONITE INTL CORP NEW | 853,658 | $64.5M | 10.91% | |
| 5 | ALNYALNYLAM PHARMACEUTICALS INC | 700,000 | $55.8M | 9.45% | |
| 6 | —COLUMBIA PPTY TR INC | 2,154,385 | $48.2M | 8.16% | |
| 7 | WINGWINGSTOP INC | 1,055,565 | $32.6M | 5.52% | |
| 8 | CBBCINCINNATI BELL INC NEW | 1,075,000 | $21.0M | 3.56% | |
| 9 | DSXDIANA SHIPPING INC | 4,929,989 | $20.0M | 3.39% | |
| 10 | WTWEURWEIGHT WATCHERS INTL INC NEW | 598,388 | $20.0M | 3.38% | |
| 11 | ATATLANTIC PWR CORP | 5,239,760 | $12.6M | 2.13% | |
| 12 | —PRIMO WTR CORP | 861,183 | $10.9M | 1.85% | |
| 13 | ATRAGBXATARA BIOTHERAPEUTICS INC | 398,700 | $5.6M | 0.94% | |
| 14 | —PAPA MURPHYS HLDGS INC | 1,067,702 | $4.7M | 0.79% | |
| 15 | DLTHDULUTH HLDGS INC | 190,100 | $3.5M | 0.59% | |
| 16 | FLLFULL HOUSE RESORTS INC | 550,000 | $1.4M | 0.23% |