LYON STREET CAPITAL, LLC Information

275 SACRAMENTO STREET, 8TH FLOOR, San Francisco, California, 94111, (415) 418-2211

Report Date: 12/31/2013

Position Statistics

Total Positions 46
New Positions 3
Increased Positions 24
Decreased Positions 18
Positions with Activity 42
Sold Out Positions 8
Total Mkt Value (in $ millions) 201

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

Sector Weighting

Basic Materials 7.48%
Capital Goods
Conglomerates
Consumer Cyclical 3.77%
Consumer/Non-Cyclical 12.29%
Energy
Financial 6.83%
Healthcare 11.18%
Services 20.17%
Technology 36.72%
Transportation 1.55%
Utilities

46 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GREEN DOT CORP CL A 13,720 3,875 39.36 708,291
POINTS INTL LTD COM NEW 13,625 5,841 75.05 577,311
NEWPORT CORP COM 12,569 736 6.22 636,077
CALAMP CORP COM 12,526 -4,648 (27.06) 510,015
INVENTURE FOODS INC COM 12,046 -586 (4.64) 928,767
TRINITY BIOTECH PLC SPON ADR NEW 10,396 960 10.18 449,067
PDF SOLUTIONS INC COM 10,338 1,336 14.84 594,799
LIFETIME BRANDS INC COM 9,154 -3,320 (26.62) 508,844
GRAND CANYON ED INC COM 6,794 185 2.79 148,930
MULTIMEDIA GAMES HLDG CO INC COM 6,732 691 11.44 243,575
EXAR CORP COM 6,585 5 .07 591,096
MERIT MED SYS INC COM 6,572 2,178 49.57 503,573
EXTREME NETWORKS INC COM 6,450 85 1.34 1,137,498
CUTERA INC COM 5,485 -3,995 (42.14) 508,310
ULTRA CLEAN HLDGS INC COM 4,963 319 6.87 451,165
SHUTTERFLY INC COM 4,755 842 21.53 112,917
LTX-CREDENCE CORP COM NEW 4,714 1,044 28.44 541,857
TILLYS INC CL A 4,668 425 10.02 411,672
SHOE CARNIVAL INC COM 4,443 699 18.67 195,313
TUESDAY MORNING CORP COM NEW 4,426 1,149 35.06 332,025