LYON STREET CAPITAL, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 59
New Positions 8
Increased Positions 30
Decreased Positions 28
Positions with Activity 58
Sold Out Positions 6
Total Mkt Value (in $ millions) 250

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

Sector Weighting

Basic Materials 9.96%
Capital Goods 2.22%
Conglomerates 1.46%
Consumer Cyclical 4.04%
Consumer/Non-Cyclical 6.65%
Energy 0.63%
Financial 6.37%
Healthcare 13.03%
Services 21.23%
Technology 33.75%
Transportation 0%
Utilities

28 DECREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PDF SOLUTIONS INC COM 12,039 -1,245 (9.37) 637,983
INVENTURE FOODS INC COM 10,549 -290 (2.68) 871,068
BUILD A BEAR WORKSHOP COM 8,881 -1,593 (15.21) 434,290
AUTOBYTEL INC COM NEW 6,629 -5,134 (43.65) 434,095
SHOE CARNIVAL INC COM 6,103 -79 (1.28) 215,821
LIFETIME BRANDS INC COM 6,075 -2,294 (27.41) 379,226
TUCOWS INC COM NEW 5,981 -363 (5.72) 328,104
KOFAX LTD COM USD 5,942 -3,572 (37.55) 539,692
XCERRA CORP COM 5,502 -923 (14.36) 560,806
CUTERA INC COM 4,686 -359 (7.11) 336,393
NAUTILUS INC COM 4,370 -4,197 (48.99) 249,695
MERIT MED SYS INC COM 3,486 -1,633 (31.91) 182,706
ALPHA & OMEGA SEMICONDUCTOR LT SHS 3,148 -8 (0.25) 358,957
TUESDAY MORNING CORP COM NEW 3,038 -99 (3.16) 180,418
EXTREME NETWORKS INC COM 3,009 -530 (14.98) 1,228,112
CALAMP CORP COM 2,997 -3,542 (54.17) 178,839
TILLYS INC CL A 2,836 -1,690 (37.34) 184,165
TOWN SPORTS INTL HLDGS INC COM 2,678 -498 (15.68) 389,266
GSI TECHNOLOGY COM 2,119 -83 (3.79) 402,784
REIS INC COM 2,092 -4 (0.21) 81,324