LYON STREET CAPITAL, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 44
New Positions 7
Increased Positions 24
Decreased Positions 16
Positions with Activity 40
Sold Out Positions 3
Total Mkt Value (in $ millions) 194

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

Sector Weighting

Basic Materials 7.6%
Capital Goods
Conglomerates
Consumer Cyclical 5.65%
Consumer/Non-Cyclical 8.08%
Energy
Financial 6.62%
Healthcare 14.64%
Services 18.61%
Technology 37.22%
Transportation 1.57%
Utilities

16 DECREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GREEN DOT CORP CL A 10,722 -1,206 (10.11) 636,687
INVENTURE FOODS INC COM 9,423 -988 (9.49) 840,608
CALAMP CORP COM 7,053 -1,668 (19.13) 412,467
LIFETIME BRANDS INC COM 6,273 -2,265 (26.53) 373,866
MULTIMEDIA GAMES HLDG CO INC COM 5,474 -1,758 (24.31) 184,372
EXAR CORP COM 5,387 -376 (6.52) 552,556
POINTS INTL LTD COM NEW 5,199 -5,354 (50.73) 284,416
SHUTTERFLY INC COM 4,928 -397 (7.46) 104,494
CUTERA INC COM 3,570 -1,528 (29.97) 355,951
GSI TECHNOLOGY COM 3,260 -671 (17.07) 503,126
QUALITY DISTR INC FLA COM 3,058 -424 (12.18) 212,072
ALPHA & OMEGA SEMICONDUCTOR LT SHS 2,691 -78 (2.82) 287,452
INTERACTIVE INTELLIGENCE GROUP COM 759 -1,029 (57.54) 17,069
BARRETT BUSINESS SERVICES INC COM -2,044 Sold Out 0
MONOTYPE IMAGING HOLDINGS INC COM -2,134 Sold Out 0
SUNOPTA INC COM -4,049 Sold Out 0