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) 227

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 4.48%
Conglomerates 2.18%
Consumer Cyclical 3.97%
Consumer/Non-Cyclical 4.85%
Energy 1%
Financial 4.87%
Healthcare 12.51%
Services 24.62%
Technology 29.57%
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 2,720 2,720 New 77,437
BARRETT BILL CORP COM 904 904 New 117,258
BRIDGEPOINT ED INC COM 757 757 New 79,904
ZOES KITCHEN INC COM 393 393 New 9,652
CARDIOVASCULAR SYS INC DEL COM 57 57 New 2,202