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) 191

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

Sector Weighting

Basic Materials 7.67%
Capital Goods
Conglomerates
Consumer Cyclical 5.74%
Consumer/Non-Cyclical 8.63%
Energy
Financial 7.09%
Healthcare 14.2%
Services 17.95%
Technology 37.23%
Transportation 1.48%
Utilities