LYON STREET CAPITAL, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 57
New Positions 5
Increased Positions 30
Decreased Positions 27
Positions with Activity 57
Sold Out Positions 3
Total Mkt Value (in $ millions) 225

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

Sector Weighting

Basic Materials 10.72%
Capital Goods 4.43%
Conglomerates 2.19%
Consumer Cyclical 3.97%
Consumer/Non-Cyclical 4.87%
Energy 1%
Financial 4.85%
Healthcare 12.49%
Services 24.68%
Technology 29.61%
Transportation
Utilities

27 DECREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TRINITY BIOTECH PLC SPON ADR NEW 10,398 -5,503 (34.61) 570,387
PDF SOLUTIONS INC COM 9,164 -1,056 (10.34) 572,048
NATUS MEDICAL INC DEL COM 9,076 -342 (3.63) 219,693
INVENTURE FOODS INC COM 7,028 -1,735 (19.8) 698,615
POINTS INTL LTD COM NEW 6,969 -847 (10.84) 598,720
EXAR CORP COM 6,433 -2,237 (25.8) 677,142
BUILD A BEAR WORKSHOP COM 5,952 -892 (13.04) 377,669
ENVESTNET INC COM 5,855 -11 (0.2) 142,172
AUTOBYTEL INC COM NEW 5,095 -1,543 (23.24) 333,195
GREEN DOT CORP CL A 5,061 -3,958 (43.89) 266,645
TUCOWS INC COM NEW 4,663 -4,681 (50.1) 163,737
ULTRA CLEAN HLDGS INC COM 4,296 -338 (7.29) 699,643
LIFETIME BRANDS INC COM 3,939 -1,746 (30.71) 262,757
NAUTILUS INC COM 3,654 -1,655 (31.17) 171,856
XCERRA CORP COM 3,588 -741 (17.12) 464,772
MERIT MED SYS INC COM 3,275 -617 (15.86) 153,733
CALAMP CORP COM 3,148 -332 (9.55) 161,756
EXTREME NETWORKS INC COM 2,567 -614 (19.29) 991,224
JAKKS PAC INC COM 2,564 -621 (19.5) 257,996
ALPHA & OMEGA SEMICONDUCTOR LT SHS 2,395 -771 (24.34) 271,572