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 11.03%
Consumer/Non-Cyclical
Energy
Financial 15.78%
Healthcare
Services 5.99%
Technology 56.87%
Transportation
Utilities

12 INCREASED 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 23,984 10,764 81.43 132,770
PALO ALTO NETWORKS INC COM 22,010 22,010 New 272,200
SHUTTERFLY INC COM 20,952 20,952 New 424,810
FIDELITY NATL INFORMATION SVCS COM 19,699 4,376 28.56 349,270
CORNERSTONE ONDEMAND INC COM 12,769 7,388 137.31 305,180
DIGITALGLOBE INC COM NEW 11,386 11,386 New 435,410
RINGCENTRAL INC CL A 11,074 5,433 96.31 741,705
MASTERCARD INC CL A 10,275 1,548 17.73 138,570
ZYNGA INC CL A 10,150 10,150 New 3,476,160
RETAILMENOT INC COM SER 1 8,536 3 .04 348,981
SEACHANGE INTL INC COM 6,468 6,468 New 863,568
INFOBLOX INC COM 2,935 2,935 New 242,200