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) 196

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

Sector Weighting

Basic Materials 7.61%
Capital Goods
Conglomerates
Consumer Cyclical 5.59%
Consumer/Non-Cyclical 8.18%
Energy
Financial 6.6%
Healthcare 14.37%
Services 18.75%
Technology 37.29%
Transportation 1.62%
Utilities

24 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PDF SOLUTIONS INC COM 18,170 6,262 52.58 907,569
TRINITY BIOTECH PLC SPON ADR NEW 12,937 2,563 24.71 560,039
NEWPORT CORP COM 12,558 1,433 12.88 717,993
MERIT MED SYS INC COM 9,072 1,609 21.56 612,141
GRAND CANYON ED INC COM 6,940 283 4.25 155,266
EXTREME NETWORKS INC COM 6,286 837 15.37 1,312,272
NAUTILUS INC COM 6,021 2,539 72.92 582,271
XCERRA CORP COM 5,838 734 14.38 619,786
TUESDAY MORNING CORP COM NEW 5,601 39 .71 334,368
TUCOWS INC COM NEW 4,982 2,495 100.37 321,390
KOFAX LTD COM USD 4,664 3,768 420.41 650,515
ULTRA CLEAN HLDGS INC COM 4,073 67 1.66 458,665
TILLYS INC CL A 3,807 678 21.68 500,902
SHOE CARNIVAL INC COM 3,776 228 6.41 207,837
QUINSTREET INC COM 3,663 269 7.94 711,265
TOWN SPORTS INTL HLDGS INC COM 2,385 1,538 181.54 387,185
ENVESTNET INC COM 2,147 2,147 New 47,772
BUILD A BEAR WORKSHOP COM 2,000 2,000 New 189,888
NATUS MEDICAL INC DEL COM 1,350 1,350 New 48,032
CACHE INC COM NEW 1,349 211 18.57 1,022,155