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) 200

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

Sector Weighting

Basic Materials 7.5%
Capital Goods
Conglomerates
Consumer Cyclical 5.57%
Consumer/Non-Cyclical 7.92%
Energy
Financial 6.69%
Healthcare 14.12%
Services 18.81%
Technology 37.74%
Transportation 1.64%
Utilities

44 Positions as of 03/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ALPHA & OMEGA SEMICONDUCTOR LT SHS 2,679 -78 (2.82) 287,452
BARRETT BUSINESS SERVICES INC COM -2,130 Sold Out 0
BUILD A BEAR WORKSHOP COM 2,311 2,311 New 189,888
CACHE INC COM NEW 1,359 213 18.57 1,022,155
CALAMP CORP COM 7,354 -1,739 (19.13) 412,467
CARBONITE INC COM 1,108 1,108 New 101,821
CONTANGO ORE INC COM 29 New 2,641
COSTAR GROUP INC COM 1,233 1,233 New 8,644
CUTERA INC COM 3,542 -1,516 (29.97) 355,951
ENVESTNET INC COM 2,201 2,201 New 47,772
EXAMWORKS GROUP INC COM 1,236 1,236 New 38,629
EXAR CORP COM 5,874 -410 (6.52) 552,556
EXTREME NETWORKS INC COM 6,758 900 15.37 1,312,272
GRACE W R & CO DEL NEW COM 2,331 New 24,105
GRAND CANYON ED INC COM 7,103 290 4.25 155,266
GREEN DOT CORP CL A 11,180 -1,257 (10.11) 636,687
GSI TECHNOLOGY COM 3,265 -672 (17.07) 503,126
INTERACTIVE INTELLIGENCE GROUP COM 731 -991 (57.54) 17,069
INVENTURE FOODS INC COM 9,633 -1,010 (9.49) 840,608
KOFAX LTD COM USD 4,723 3,815 420.41 650,515


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