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) 203

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

Sector Weighting

Basic Materials 7.44%
Capital Goods
Conglomerates
Consumer Cyclical 3.75%
Consumer/Non-Cyclical 12.14%
Energy
Financial 6.02%
Healthcare 11.09%
Services 20.33%
Technology 37.68%
Transportation 1.54%
Utilities

46 Positions as of 12/31/2013

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
GREEN DOT CORP CL A 12,239 3,456 39.36 708,291
LEAPFROG ENTERPRISES INC CL A -288 Sold Out 0
TILLYS INC CL A 4,800 437 10.02 411,672
WET SEAL INC CL A -1,271 Sold Out 0
BARRETT BUSINESS SERVICES INC COM 2,392 2,392 New 40,645
BAUER PERFORMANCE SPORTS LTD COM 3 New 200
CALAMP CORP COM 13,051 -4,843 (27.06) 510,015
CARTER'S, INC. COM -4,319 Sold Out 0
CENTRAL GARDEN & PET CO COM -1,572 Sold Out 0
CONTANGO ORE INC COM 34 New 2,641
CUTERA INC COM 5,500 -4,006 (42.14) 508,310
EXAR CORP COM 6,679 5 .07 591,096
EXTREME NETWORKS INC COM 6,586 87 1.34 1,137,498
GRACE W R & CO DEL NEW COM 2,446 New 24,105
GRAND CANYON ED INC COM 6,870 187 2.79 148,930
GSI TECHNOLOGY COM 4,332 -1,581 (26.74) 606,664
INTERACTIVE INTELLIGENCE GROUP COM 2,775 -1,879 (40.37) 40,200
INTERMOLECULAR INC COM -1,855 Sold Out 0
INVENTURE FOODS INC COM 11,907 -579 (4.64) 928,767
LIFELOCK INC COM -241 Sold Out 0