LYON STREET CAPITAL, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 52
New Positions 11
Increased Positions 38
Decreased Positions 12
Positions with Activity 50
Sold Out Positions 1
Total Mkt Value (in $ millions) 203

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

Sector Weighting

Basic Materials 8.57%
Capital Goods
Conglomerates 0.47%
Consumer Cyclical 5.59%
Consumer/Non-Cyclical 9.11%
Energy 0.18%
Financial 8.87%
Healthcare 12.37%
Services 18.99%
Technology 34.63%
Transportation 1.21%
Utilities
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