LYON STREET CAPITAL, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 57
New Positions 5
Increased Positions 30
Decreased Positions 27
Positions with Activity 57
Sold Out Positions 3
Total Mkt Value (in $ millions) 226

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

Sector Weighting

Basic Materials 10.77%
Capital Goods 4.36%
Conglomerates 2.1%
Consumer Cyclical 3.83%
Consumer/Non-Cyclical 4.47%
Energy 1.14%
Financial 4.63%
Healthcare 11.29%
Services 25.56%
Technology 30.74%
Transportation
Utilities

5 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COACH INC COM 2,906 2,906 New 77,437
BARRETT BILL CORP COM 1,039 1,039 New 117,258
BRIDGEPOINT ED INC COM 728 728 New 79,904
ZOES KITCHEN INC COM 315 315 New 9,652
CARDIOVASCULAR SYS INC DEL COM 62 62 New 2,202