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 57
New Positions 6
Increased Positions 25
Decreased Positions 19
Positions with Activity 44
Sold Out Positions 5
Total Mkt Value (in $ millions) 217

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

Sector Weighting

Basic Materials 8.69%
Capital Goods 0.35%
Conglomerates 1.03%
Consumer Cyclical 3.06%
Consumer/Non-Cyclical 9.12%
Energy 0%
Financial 7.05%
Healthcare 12.9%
Services 21.75%
Technology 35.22%
Transportation 0.64%
Utilities

6 New Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TELENAV INC COM 1,516 1,516 New 229,051
VOCERA COMMUNICATIONS INC COM 1,032 1,032 New 106,904
ROCKET FUEL INC COM 856 856 New 49,181
PRIMORIS SVCS CORP COM 756 756 New 27,925
YUME INC COM 418 418 New 78,108
JAKKS PAC INC COM 351 351 New 51,733


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