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) 222

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

Sector Weighting

Basic Materials 7.96%
Capital Goods
Conglomerates 0.39%
Consumer Cyclical 5.25%
Consumer/Non-Cyclical 8.21%
Energy 0.21%
Financial 7.54%
Healthcare 12.36%
Services 17.88%
Technology 38.91%
Transportation 1.29%
Utilities

52 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SHOE CARNIVAL INC COM 4,145 204 5.19 218,617
BUILD A BEAR WORKSHOP COM 4,106 1,636 66.20 315,600
TOWN SPORTS INTL HLDGS INC COM 3,948 1,474 59.58 617,877
COSTAR GROUP INC COM 3,771 2,393 173.54 23,645
NATUS MEDICAL INC DEL COM 3,748 2,364 170.79 130,065
CUTERA INC COM 3,705 63 1.74 362,151
TUESDAY MORNING CORP COM NEW 3,543 -2,816 (44.28) 186,295
QUINSTREET INC COM 3,511 260 8.01 768,267
VIASAT INC COM 2,953 1,652 126.85 51,063
QUALITY DISTR INC FLA COM 2,867 -161 (5.33) 200,770
GSI TECHNOLOGY COM 2,771 37 1.35 509,916
TILLYS INC CL A 2,658 -1,305 (32.93) 335,974
GRACE W R & CO DEL NEW COM 2,479 178 7.75 25,972
MULTIMEDIA GAMES HLDG CO INC COM 2,161 -4,631 (68.19) 58,654
AUTOBYTEL INC COM NEW 2,027 2,027 New 232,220
REIS INC COM 1,896 138 7.84 81,495
GTT COMMUNICATIONS INC COM 1,641 1,641 New 132,422
CANADIAN SOLAR INC COM 1,590 1,590 New 40,000
INTERACTIVE INTELLIGENCE GROUP COM 1,477 716 94.14 33,138
CARBONITE INC COM 1,154 32 2.87 104,745