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 8.24%
Capital Goods
Conglomerates 0.43%
Consumer Cyclical 5.22%
Consumer/Non-Cyclical 8.17%
Energy 0.23%
Financial 7.6%
Healthcare 12.35%
Services 17.6%
Technology 38.9%
Transportation 1.26%
Utilities

52 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
MULTIMEDIA GAMES HLDG CO INC COM 1,615 -3,462 (68.19) 58,654
TUESDAY MORNING CORP COM NEW 3,432 -2,728 (44.28) 186,295
PDF SOLUTIONS INC COM 16,090 -2,152 (11.8) 800,513
TILLYS INC CL A 2,822 -1,385 (32.93) 335,974
MERIT MED SYS INC COM 6,405 -1,320 (17.09) 507,514
EXAMWORKS GROUP INC COM -1,286 Sold Out 0
GREEN DOT CORP CL A 10,772 -1,229 (10.24) 571,474
NAUTILUS INC COM 6,641 -532 (7.42) 539,051
SHUTTERFLY INC COM 4,939 -382 (7.18) 96,994
CACHE INC COM NEW 781 -241 (23.6) 780,961
EXTREME NETWORKS INC COM 6,806 -162 (2.33) 1,281,677
QUALITY DISTR INC FLA COM 2,797 -157 (5.33) 200,770
CONTANGO ORE INC COM 26 New 2,641
PERFORMANCE SPORTS GROUP LTD COM 3 New 200
CARBONITE INC COM 1,090 30 2.87 104,745
GSI TECHNOLOGY COM 2,881 38 1.35 509,916
CUTERA INC COM 3,462 59 1.74 362,151
INVENTURE FOODS INC COM 10,143 73 .72 846,666
REIS INC COM 1,936 141 7.84 81,495
EXAR CORP COM 5,424 163 3.10 569,709


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