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) 200

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

Sector Weighting

Basic Materials 7.37%
Capital Goods
Conglomerates
Consumer Cyclical 3.78%
Consumer/Non-Cyclical 12.29%
Energy
Financial 6.89%
Healthcare 11.39%
Services 20.14%
Technology 36.6%
Transportation 1.55%
Utilities

18 DECREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CALAMP CORP COM 12,480 -4,631 (27.06) 510,015
INVENTURE FOODS INC COM 11,870 -578 (4.64) 928,767
LIFETIME BRANDS INC COM 9,159 -3,322 (26.62) 508,844
CUTERA INC COM 5,596 -4,076 (42.14) 508,310
GSI TECHNOLOGY COM 4,065 -1,483 (26.74) 606,664
SUNOPTA INC COM 3,602 -346 (8.76) 299,910
QUALITY DISTR INC FLA COM 3,098 -474 (13.26) 241,490
INTERACTIVE INTELLIGENCE GROUP COM 2,722 -1,843 (40.37) 40,200
ALPHA & OMEGA SEMICONDUCTOR LT SHS 2,136 -345 (13.9) 295,806
MONOTYPE IMAGING HOLDINGS INC COM 2,100 -427 (16.91) 73,795
CARTER'S, INC. COM -4,322 Sold Out 0
CENTRAL GARDEN & PET CO COM -1,515 Sold Out 0
COGENT COMM GROUP INC COM NEW -29 Sold Out 0
INTERMOLECULAR INC COM -1,813 Sold Out 0
LEAPFROG ENTERPRISES INC CL A -270 Sold Out 0
LIFELOCK INC COM -231 Sold Out 0
MOTORCAR PTS AMER INC COM -6,679 Sold Out 0
WET SEAL INC CL A -1,218 Sold Out 0


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