LYON STREET CAPITAL, LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 46
New Positions 3
Increased Positions 24
Decreased Positions 18
Positions with Activity 42
Sold Out Positions 8
Total Mkt Value (in $ millions) 201

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

Sector Weighting

Basic Materials 7.48%
Capital Goods
Conglomerates
Consumer Cyclical 3.77%
Consumer/Non-Cyclical 12.29%
Energy
Financial 6.83%
Healthcare 11.18%
Services 20.17%
Technology 36.72%
Transportation 1.55%
Utilities

3 New Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BARRETT BUSINESS SERVICES INC COM 2,366 2,366 New 40,645
ZALE CORP NEW COM 1,766 1,766 New 83,944
KOFAX LTD COM USD 969 969 New 125,000