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) 196

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

Sector Weighting

Basic Materials 7.61%
Capital Goods
Conglomerates
Consumer Cyclical 5.59%
Consumer/Non-Cyclical 8.18%
Energy
Financial 6.6%
Healthcare 14.37%
Services 18.75%
Technology 37.29%
Transportation 1.62%
Utilities

44 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
BARRETT BUSINESS SERVICES INC COM -2,079 Sold Out 0
MONOTYPE IMAGING HOLDINGS INC COM -2,094 Sold Out 0
SUNOPTA INC COM -4,082 Sold Out 0
INTERACTIVE INTELLIGENCE GROUP COM 757 -1,025 (57.54) 17,069
POINTS INTL LTD COM NEW 6,126 -6,309 (50.73) 284,416
CUTERA INC COM 3,549 -1,519 (29.97) 355,951
LIFETIME BRANDS INC COM 6,300 -2,274 (26.53) 373,866
MULTIMEDIA GAMES HLDG CO INC COM 5,537 -1,778 (24.31) 184,372
CALAMP CORP COM 7,107 -1,681 (19.13) 412,467
GSI TECHNOLOGY COM 3,245 -668 (17.07) 503,126
QUALITY DISTR INC FLA COM 3,170 -440 (12.18) 212,072
GREEN DOT CORP CL A 10,766 -1,211 (10.11) 636,687
INVENTURE FOODS INC COM 9,709 -1,018 (9.49) 840,608
SHUTTERFLY INC COM 4,924 -397 (7.46) 104,494
EXAR CORP COM 5,393 -376 (6.52) 552,556
ALPHA & OMEGA SEMICONDUCTOR LT SHS 2,679 -78 (2.82) 287,452
BUILD A BEAR WORKSHOP COM 2,000 2,000 New 189,888
CARBONITE INC COM 1,070 1,070 New 101,821
CONTANGO ORE INC COM 29 New 2,641
COSTAR GROUP INC COM 1,305 1,305 New 8,644