LYON STREET CAPITAL, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 59
New Positions 8
Increased Positions 30
Decreased Positions 28
Positions with Activity 58
Sold Out Positions 6
Total Mkt Value (in $ millions) 242

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

Sector Weighting

Basic Materials 9.71%
Capital Goods 2.21%
Conglomerates 1.42%
Consumer Cyclical 3.87%
Consumer/Non-Cyclical 6.43%
Energy 0.57%
Financial 6.41%
Healthcare 13.48%
Services 21.4%
Technology 33.82%
Transportation 0%
Utilities

8 New Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SKULLCANDY INC COM 3,421 3,421 New 314,134
U S CONCRETE INC COM NEW 2,895 2,895 New 86,765
CARRIAGE SVCS INC COM 1,060 1,060 New 42,818
DIAMONDBACK ENERGY INC COM 613 613 New 7,983
ABRAXAS PETE CORP COM 284 284 New 87,318
OASIS PETE INC NEW COM 212 212 New 14,969
LAREDO PETROLEUM INC COM 191 191 New 14,859
MIDSTATES PETE CO INC COM 65 65 New 65,352


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