LYON STREET CAPITAL, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 52
New Positions 11
Increased Positions 38
Decreased Positions 12
Positions with Activity 50
Sold Out Positions 1
Total Mkt Value (in $ millions) 199

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

Sector Weighting

Basic Materials 8.24%
Capital Goods
Conglomerates 0.49%
Consumer Cyclical 5.53%
Consumer/Non-Cyclical 9.23%
Energy 0.17%
Financial 8.74%
Healthcare 12.94%
Services 18.74%
Technology 34.73%
Transportation 1.19%
Utilities

52 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NEWPORT CORP COM 14,117 1,803 14.65 823,152
GREEN DOT CORP CL A 12,087 -1,379 (10.24) 571,474
TRINITY BIOTECH PLC SPON ADR NEW 11,309 1,402 14.15 639,291
INVENTURE FOODS INC COM 10,930 78 .72 846,666
PDF SOLUTIONS INC COM 9,542 -1,276 (11.8) 800,513
CALAMP CORP COM 9,194 1,868 25.50 517,663
LIFETIME BRANDS INC COM 7,413 1,331 21.88 455,649
NAUTILUS INC COM 6,932 -556 (7.42) 539,051
GRAND CANYON ED INC COM 6,394 178 2.87 159,724
MERIT MED SYS INC COM 6,379 -1,315 (17.09) 507,514
TUCOWS INC COM NEW 5,512 771 16.27 373,693
EXAR CORP COM 5,355 161 3.10 569,709
XCERRA CORP COM 5,285 283 5.66 654,872
KOFAX LTD COM USD 5,094 1,145 29.00 839,136
ENVESTNET INC COM 4,896 2,977 155.07 121,854
BUILD A BEAR WORKSHOP COM 4,286 1,707 66.20 315,600
ULTRA CLEAN HLDGS INC COM 4,278 636 17.46 538,745
POINTS INTL LTD COM NEW 4,118 176 4.48 297,147
ALPHA & OMEGA SEMICONDUCTOR LT SHS 4,110 1,552 60.66 461,827
SHUTTERFLY INC COM 4,057 -314 (7.18) 96,994