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) 194

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

Sector Weighting

Basic Materials 7.6%
Capital Goods
Conglomerates
Consumer Cyclical 5.65%
Consumer/Non-Cyclical 8.08%
Energy
Financial 6.62%
Healthcare 14.64%
Services 18.61%
Technology 37.22%
Transportation 1.57%
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 18,424 6,349 52.58 907,569
TRINITY BIOTECH PLC SPON ADR NEW 13,122 2,600 24.71 560,039
NEWPORT CORP COM 12,421 1,417 12.88 717,993
MERIT MED SYS INC COM 9,145 1,622 21.56 612,141
GRAND CANYON ED INC COM 6,902 282 4.25 155,266
EXTREME NETWORKS INC COM 6,338 844 15.37 1,312,272
NAUTILUS INC COM 6,056 2,554 72.92 582,271
XCERRA CORP COM 5,820 732 14.38 619,786
TUESDAY MORNING CORP COM NEW 5,480 38 .71 334,368
TUCOWS INC COM NEW 5,068 2,539 100.37 321,390
KOFAX LTD COM USD 4,625 3,736 420.41 650,515
ULTRA CLEAN HLDGS INC COM 4,064 66 1.66 458,665
TILLYS INC CL A 3,737 666 21.68 500,902
SHOE CARNIVAL INC COM 3,702 223 6.41 207,837
QUINSTREET INC COM 3,556 262 7.94 711,265
TOWN SPORTS INTL HLDGS INC COM 2,354 1,518 181.54 387,185
ENVESTNET INC COM 2,134 2,134 New 47,772
BUILD A BEAR WORKSHOP COM 1,986 1,986 New 189,888
NATUS MEDICAL INC DEL COM 1,383 1,383 New 48,032
CACHE INC COM NEW 1,329 208 18.57 1,022,155