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) 220

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

Sector Weighting

Basic Materials 7.89%
Capital Goods
Conglomerates 0.42%
Consumer Cyclical 5.21%
Consumer/Non-Cyclical 8.52%
Energy 0.19%
Financial 7.8%
Healthcare 12.32%
Services 18.21%
Technology 38.18%
Transportation 1.28%
Utilities

52 Positions as of 06/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ABERCROMBIE & FITCH CO CL A 997 997 New 25,000
GREEN DOT CORP CL A 11,018 -1,257 (10.24) 571,474
TILLYS INC CL A 2,644 -1,298 (32.93) 335,974
BUILD A BEAR WORKSHOP COM 4,235 1,687 66.20 315,600
CALAMP CORP COM 9,742 1,980 25.50 517,663
CANADIAN SOLAR INC COM 1,568 1,568 New 40,000
CARBONITE INC COM 1,134 32 2.87 104,745
CONTANGO ORE INC COM 23 New 2,641
COSTAR GROUP INC COM 3,758 2,384 173.54 23,645
CUTERA INC COM 3,781 65 1.74 362,151
ENVESTNET INC COM 5,682 3,454 155.07 121,854
EXAMWORKS GROUP INC COM -1,264 Sold Out 0
EXAR CORP COM 5,372 162 3.10 569,709
EXTREME NETWORKS INC COM 6,152 -147 (2.33) 1,281,677
GRACE W R & CO DEL NEW COM 2,515 181 7.75 25,972
GRAND CANYON ED INC COM 6,854 191 2.87 159,724
GSI TECHNOLOGY COM 2,779 37 1.35 509,916
GTT COMMUNICATIONS INC COM 1,696 1,696 New 132,422
INTERACTIVE INTELLIGENCE GROUP COM 1,415 686 94.14 33,138
INVENTURE FOODS INC COM 11,337 81 .72 846,666