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) 244

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

Sector Weighting

Basic Materials 10.07%
Capital Goods 2.26%
Conglomerates 1.43%
Consumer Cyclical 3.87%
Consumer/Non-Cyclical 6.22%
Energy 0.52%
Financial 6.3%
Healthcare 13.02%
Services 21.03%
Technology 34.56%
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 11,739 -1,214 (9.37) 637,983
BUILD A BEAR WORKSHOP COM 9,207 -1,652 (15.21) 434,290
INVENTURE FOODS INC COM 9,164 -252 (2.68) 871,068
TUCOWS INC COM NEW 6,231 -378 (5.72) 328,104
LIFETIME BRANDS INC COM 6,026 -2,275 (27.41) 379,226
AUTOBYTEL INC COM NEW 5,847 -4,528 (43.65) 434,095
SHOE CARNIVAL INC COM 5,344 -69 (1.28) 215,821
XCERRA CORP COM 5,244 -880 (14.36) 560,806
CUTERA INC COM 4,477 -343 (7.11) 336,393
EXTREME NETWORKS INC COM 4,421 -779 (14.98) 1,228,112
NAUTILUS INC COM 3,940 -3,785 (48.99) 249,695
KOFAX LTD COM USD 3,735 -2,245 (37.55) 539,692
MERIT MED SYS INC COM 3,607 -1,690 (31.91) 182,706
TUESDAY MORNING CORP COM NEW 3,457 -113 (3.16) 180,418
CALAMP CORP COM 3,446 -4,073 (54.17) 178,839
ALPHA & OMEGA SEMICONDUCTOR LT SHS 3,259 -8 (0.25) 358,957
TOWN SPORTS INTL HLDGS INC COM 2,600 -483 (15.68) 389,266
TILLYS INC CL A 2,346 -1,398 (37.34) 184,165
GSI TECHNOLOGY COM 2,324 -91 (3.79) 402,784
REIS INC COM 1,980 -4 (0.21) 81,324