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) 241

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

Sector Weighting

Basic Materials 10.13%
Capital Goods 2.26%
Conglomerates 1.44%
Consumer Cyclical 3.82%
Consumer/Non-Cyclical 6.16%
Energy 0.54%
Financial 6.24%
Healthcare 13.08%
Services 21.1%
Technology 34.51%
Transportation 0%
Utilities

30 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NEWPORT CORP COM 21,315 2,916 15.85 1,067,867
TRINITY BIOTECH PLC SPON ADR NEW 15,491 2,355 17.93 872,254
GRAND CANYON ED INC COM 10,531 3,207 43.78 229,644
EXAR CORP COM 9,783 1,081 12.42 912,628
NATUS MEDICAL INC DEL COM 8,159 1,014 14.19 227,975
ENVESTNET INC COM 7,675 1,110 16.90 142,451
COSTAR GROUP INC COM 7,382 1,677 29.40 37,067
GREEN DOT CORP CL A 7,370 1,648 28.81 475,191
POINTS INTL LTD COM NEW 6,540 1,442 28.27 671,491
ULTRA CLEAN HLDGS INC COM 6,234 1,017 19.48 754,665
GTT COMMUNICATIONS INC COM 4,951 2,303 86.96 319,238
OMNICELL INC COM 4,066 2,251 124.01 116,019
ATLAS FINANCIAL HOLDINGS INC SHS NEW 3,461 722 26.35 192,508
VIASAT INC COM 3,427 91 2.72 52,453
SKULLCANDY INC COM 3,270 3,270 New 314,134
GRACE W R & CO DEL NEW COM 3,102 526 20.45 31,282
PRIMORIS SVCS CORP COM 2,799 2,223 385.47 135,566
U S CONCRETE INC COM NEW 2,646 2,646 New 86,765
TELENAV INC COM 2,512 560 28.71 294,800
VOCERA COMMUNICATIONS INC COM 2,317 1,207 108.76 223,174