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) 201

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

Sector Weighting

Basic Materials 7.48%
Capital Goods
Conglomerates
Consumer Cyclical 3.77%
Consumer/Non-Cyclical 12.29%
Energy
Financial 6.83%
Healthcare 11.18%
Services 20.17%
Technology 36.72%
Transportation 1.55%
Utilities

24 INCREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GREEN DOT CORP CL A 13,720 3,875 39.36 708,291
POINTS INTL LTD COM NEW 13,625 5,841 75.05 577,311
NEWPORT CORP COM 12,569 736 6.22 636,077
TRINITY BIOTECH PLC SPON ADR NEW 10,396 960 10.18 449,067
PDF SOLUTIONS INC COM 10,338 1,336 14.84 594,799
GRAND CANYON ED INC COM 6,794 185 2.79 148,930
MULTIMEDIA GAMES HLDG CO INC COM 6,732 691 11.44 243,575
EXAR CORP COM 6,585 5 .07 591,096
MERIT MED SYS INC COM 6,572 2,178 49.57 503,573
EXTREME NETWORKS INC COM 6,450 85 1.34 1,137,498
ULTRA CLEAN HLDGS INC COM 4,963 319 6.87 451,165
SHUTTERFLY INC COM 4,755 842 21.53 112,917
LTX-CREDENCE CORP COM NEW 4,714 1,044 28.44 541,857
TILLYS INC CL A 4,668 425 10.02 411,672
SHOE CARNIVAL INC COM 4,443 699 18.67 195,313
TUESDAY MORNING CORP COM NEW 4,426 1,149 35.06 332,025
QUINSTREET INC COM 4,046 392 10.72 658,965
NAUTILUS INC COM 2,815 867 44.48 336,730
CACHE INC COM NEW 2,784 1,099 65.16 862,065
BARRETT BUSINESS SERVICES INC COM 2,366 2,366 New 40,645