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) 190

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 10.55%
Consumer/Non-Cyclical
Energy
Financial 15.95%
Healthcare
Services 6.19%
Technology 57.36%
Transportation
Utilities

22 Activity 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 23,559 10,574 81.43 132,770
PALO ALTO NETWORKS INC COM 22,603 22,603 New 272,200
SHUTTERFLY INC COM 20,017 20,017 New 424,810
FIDELITY NATL INFORMATION SVCS COM 19,765 4,390 28.56 349,270
CORNERSTONE ONDEMAND INC COM 12,674 7,333 137.31 305,180
DIGITALGLOBE INC COM NEW 11,739 11,739 New 435,410
MASTERCARD INC CL A 10,497 1,581 17.73 138,570
ZYNGA INC CL A 10,428 10,428 New 3,476,160
GOOGLE INC CL A 10,257 -1,902 (15.64) 17,150
GOOGLE INC CL C 10,102 -1,873 (15.64) 17,150
RINGCENTRAL INC CL A 10,095 4,952 96.31 741,705
INFORMATICA CORP COM 9,636 -388 (3.87) 314,386
RETAILMENOT INC COM SER 1 8,794 3 .04 348,981
SEACHANGE INTL INC COM 6,641 6,641 New 863,568
INFOBLOX INC COM 2,928 2,928 New 242,200
APPLE INC COM -15,862 Sold Out 0
BENEFITFOCUS INC COM -195 Sold Out 0
CME GROUP INC COM -5,329 Sold Out 0
FACEBOOK INC CL A -39,476 Sold Out 0
INTERCONTINENTAL EXCHANGE INC COM -13,821 Sold Out 0