LYON STREET CAPITAL, LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 46
New Positions 3
Increased Positions 24
Decreased Positions 18
Positions with Activity 42
Sold Out Positions 8
Total Mkt Value (in $ millions) 199

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

Sector Weighting

Basic Materials 7.29%
Capital Goods
Conglomerates
Consumer Cyclical 3.76%
Consumer/Non-Cyclical 12.44%
Energy
Financial 6.77%
Healthcare 11.42%
Services 20.21%
Technology 36.59%
Transportation 1.53%
Utilities

46 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
CARTER'S, INC. COM -4,285 Sold Out 0
CENTRAL GARDEN & PET CO COM -1,506 Sold Out 0
COGENT COMM GROUP INC COM NEW -29 Sold Out 0
INTERMOLECULAR INC COM -1,785 Sold Out 0
LEAPFROG ENTERPRISES INC CL A -272 Sold Out 0
LIFELOCK INC COM -227 Sold Out 0
MOTORCAR PTS AMER INC COM -6,340 Sold Out 0
WET SEAL INC CL A -1,174 Sold Out 0
CUTERA INC COM 5,617 -4,091 (42.14) 508,310
INTERACTIVE INTELLIGENCE GROUP COM 2,699 -1,827 (40.37) 40,200
CALAMP CORP COM 12,067 -4,477 (27.06) 510,015
GSI TECHNOLOGY COM 4,059 -1,481 (26.74) 606,664
LIFETIME BRANDS INC COM 9,291 -3,370 (26.62) 508,844
MONOTYPE IMAGING HOLDINGS INC COM 2,098 -427 (16.91) 73,795
ALPHA & OMEGA SEMICONDUCTOR LT SHS 2,159 -349 (13.9) 295,806
QUALITY DISTR INC FLA COM 3,045 -466 (13.26) 241,490
SUNOPTA INC COM 3,650 -350 (8.76) 299,910
INVENTURE FOODS INC COM 11,860 -577 (4.64) 928,767
BARRETT BUSINESS SERVICES INC COM 2,317 2,317 New 40,645
BAUER PERFORMANCE SPORTS LTD COM 3 New 200


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