LYON STREET CAPITAL, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 44
New Positions 7
Increased Positions 24
Decreased Positions 16
Positions with Activity 40
Sold Out Positions 3
Total Mkt Value (in $ millions) 194

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

Sector Weighting

Basic Materials 7.6%
Capital Goods
Conglomerates
Consumer Cyclical 5.65%
Consumer/Non-Cyclical 8.08%
Energy
Financial 6.62%
Healthcare 14.64%
Services 18.61%
Technology 37.22%
Transportation 1.57%
Utilities