LAMOND CAPITAL PARTNERS LLC Information

50 CALIFORNIA STREET, SUITE 1330, SAN FRANCISCO, California, 94111, (415) 848-2260

Report Date: 03/31/2014

Position Statistics

Total Positions 22
New Positions 6
Increased Positions 12
Decreased Positions 10
Positions with Activity 22
Sold Out Positions 7
Total Mkt Value (in $ millions) 193

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical 10.44%
Consumer/Non-Cyclical
Energy
Financial 15.77%
Healthcare
Services 6.15%
Technology 57.46%
Transportation
Utilities

22 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LINKEDIN CORP COM CL A 23,640 10,610 81.43 132,770
PALO ALTO NETWORKS INC COM 22,900 22,900 New 272,200
SHUTTERFLY INC COM 20,191 20,191 New 424,810
FIDELITY NATL INFORMATION SVCS COM 19,762 4,389 28.56 349,270
CORNERSTONE ONDEMAND INC COM 12,781 7,395 137.31 305,180
DIGITALGLOBE INC COM NEW 11,891 11,891 New 435,410
INFORMATICA CORP COM 10,982 -442 (3.87) 314,386
RINGCENTRAL INC CL A 10,851 5,324 96.31 741,705
MASTERCARD INC CL A 10,749 1,619 17.73 138,570
ZYNGA INC CL A 10,568 10,568 New 3,476,160
GOOGLE INC CL A 10,342 -1,918 (15.64) 17,150
GOOGLE INC CL C 10,176 -1,887 (15.64) 17,150
RETAILMENOT INC COM SER 1 8,857 3 .04 348,981
SEACHANGE INTL INC COM 6,779 6,779 New 863,568
INFOBLOX INC COM 2,984 2,984 New 242,200
APPLE INC COM -15,758 Sold Out 0
BENEFITFOCUS INC COM -196 Sold Out 0
CME GROUP INC COM -5,351 Sold Out 0
FACEBOOK INC CL A -39,366 Sold Out 0
INTERCONTINENTAL EXCHANGE INC COM -13,766 Sold Out 0