LYON STREET CAPITAL, LLC Information

275 SACRAMENTO STREET, 8TH FLOOR, San Francisco, California, 94111, (415) 418-2211

Report Date: 09/30/2014

Position Statistics

Total Positions 56
New Positions 6
Increased Positions 25
Decreased Positions 18
Positions with Activity 43
Sold Out Positions 5
Total Mkt Value (in $ millions) 223

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

Sector Weighting

Basic Materials 8.7%
Capital Goods 0.24%
Conglomerates 1.19%
Consumer Cyclical 3.27%
Consumer/Non-Cyclical 7.88%
Energy 0%
Financial 6.47%
Healthcare 14.43%
Services 22.33%
Technology 34.84%
Transportation 0.46%
Utilities

25 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NEWPORT CORP COM 17,182 1,838 11.98 921,755
TRINITY BIOTECH PLC SPON ADR NEW 14,032 1,904 15.70 739,669
BUILD A BEAR WORKSHOP COM 10,623 4,078 62.30 512,205
INVENTURE FOODS INC COM 9,657 522 5.71 895,022
LIFETIME BRANDS INC COM 7,961 1,017 14.65 522,401
EXAR CORP COM 7,631 2,275 42.49 811,770
NATUS MEDICAL INC DEL COM 7,583 2,643 53.50 199,649
AUTOBYTEL INC COM NEW 7,379 5,155 231.70 770,282
POINTS INTL LTD COM NEW 6,141 2,655 76.17 523,492
KOFAX LTD COM USD 5,833 169 2.98 864,136
ULTRA CLEAN HLDGS INC COM 5,710 839 17.24 631,601
COSTAR GROUP INC COM 5,283 922 21.15 28,645
EXTREME NETWORKS INC COM 4,016 453 12.71 1,444,542
ATLAS FINANCIAL HOLDINGS INC SHS NEW 2,650 1,509 132.22 152,366
GTT COMMUNICATIONS INC COM 1,996 448 28.95 170,751
SEQUENOM INC COM NEW 1,644 1,240 306.94 457,811
OMNICELL INC COM 1,636 1,112 212.32 51,792
TELENAV INC COM 1,512 1,512 New 229,051
LEE ENTERPRISES INC COM 1,022 506 97.91 353,739
VOCERA COMMUNICATIONS INC COM 963 963 New 106,904


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