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 Positions as of 03/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
FACEBOOK INC CL A -39,476 Sold Out 0
GOOGLE INC CL A 10,257 -1,902 (15.64) 17,150
MASTERCARD INC CL A 10,497 1,581 17.73 138,570
RINGCENTRAL INC CL A 10,095 4,952 96.31 741,705
ZYNGA INC CL A 10,428 10,428 New 3,476,160
GOOGLE INC CL C 10,102 -1,873 (15.64) 17,150
APPLE INC COM -15,862 Sold Out 0
BENEFITFOCUS INC COM -195 Sold Out 0
CME GROUP INC COM -5,329 Sold Out 0
CORNERSTONE ONDEMAND INC COM 12,674 7,333 137.31 305,180
FIDELITY NATL INFORMATION SVCS COM 19,765 4,390 28.56 349,270
INFOBLOX INC COM 2,928 2,928 New 242,200
INFORMATICA CORP COM 9,636 -388 (3.87) 314,386
INTERCONTINENTAL EXCHANGE INC COM -13,821 Sold Out 0
PALO ALTO NETWORKS INC COM 22,603 22,603 New 272,200
SALESFORCE COM INC COM -13,583 Sold Out 0
SEACHANGE INTL INC COM 6,641 6,641 New 863,568
SHUTTERFLY INC COM 20,017 20,017 New 424,810
LINKEDIN CORP COM CL A 23,559 10,574 81.43 132,770
DIGITALGLOBE INC COM NEW 11,739 11,739 New 435,410