12 West Capital Management LP Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$715.1M
Holdings
19
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FLT1EURFLEETCOR TECHNOLOGIES INC | 911,118 | $141.0M | 19.72% | |
| 2 | GDDYGODADDY INC | 2,014,001 | $87.6M | 12.25% | |
| 3 | SHAKSHAKE SHACK INC | 2,597,736 | $86.3M | 12.07% | |
| 4 | ALNYALNYLAM PHARMACEUTICALS INC | 700,000 | $82.2M | 11.50% | |
| 5 | POSTPOST HLDGS INC | 676,851 | $59.7M | 8.35% | |
| 6 | —COLUMBIA PPTY TR INC | 2,154,385 | $46.9M | 6.56% | |
| 7 | LAURLAUREATE EDUCATION INC | 2,611,344 | $38.0M | 5.31% | |
| 8 | WINGWINGSTOP INC | 1,085,865 | $36.1M | 5.05% | |
| 9 | HNMORMAT TECHNOLOGIES INC | 460,100 | $28.1M | 3.93% | |
| 10 | WTWEURWEIGHT WATCHERS INTL INC NEW | 598,388 | $26.1M | 3.64% | |
| 11 | DSXDIANA SHIPPING INC | 4,929,989 | $17.9M | 2.50% | |
| 12 | CBBCINCINNATI BELL INC NEW | 897,410 | $17.8M | 2.49% | |
| 13 | DLTHDULUTH HLDGS INC | 664,181 | $13.5M | 1.88% | |
| 14 | —REIS INC | 380,000 | $6.8M | 0.96% | |
| 15 | ATRAGBXATARA BIOTHERAPEUTICS INC | 398,700 | $6.6M | 0.92% | |
| 16 | —PRIMO WTR CORP | 549,424 | $6.5M | 0.91% | |
| 17 | —PAPA MURPHYS HLDGS INC | 1,067,702 | $6.4M | 0.89% | |
| 18 | —RYB ED INC | 183,718 | $5.2M | 0.73% | |
| 19 | —GRIDSUM HLDG INC | 220,088 | $2.3M | 0.32% |