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) 203

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

Sector Weighting

Basic Materials 8.39%
Capital Goods
Conglomerates 0.47%
Consumer Cyclical 5.59%
Consumer/Non-Cyclical 9.15%
Energy 0.18%
Financial 8.97%
Healthcare 12.8%
Services 18.68%
Technology 34.54%
Transportation 1.21%
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 839 839 New 25,000
ALPHA & OMEGA SEMICONDUCTOR LT SHS 4,083 1,541 60.66 461,827
ATLAS FINANCIAL HOLDINGS INC SHS NEW 959 959 New 65,613
AUTOBYTEL INC COM NEW 2,118 2,118 New 232,220
BUILD A BEAR WORKSHOP COM 4,267 1,700 66.20 315,600
CACHE INC COM NEW 531 -164 (23.6) 780,961
CALAMP CORP COM 9,421 1,915 25.50 517,663
CANADIAN SOLAR INC COM 1,234 1,234 New 40,000
CARBONITE INC COM 1,059 30 2.87 104,745
CONTANGO ORE INC COM 21 New 2,641
COSTAR GROUP INC COM 3,486 2,212 173.54 23,645
CUTERA INC COM 3,593 62 1.74 362,151
ENVESTNET INC COM 5,092 3,096 155.07 121,854
EXAMWORKS GROUP INC COM -1,413 Sold Out 0
EXAR CORP COM 5,441 164 3.10 569,709
EXTREME NETWORKS INC COM 4,101 -98 (2.33) 1,281,677
GRACE W R & CO DEL NEW COM 2,337 168 7.75 25,972
GRAND CANYON ED INC COM 6,501 181 2.87 159,724
GREEN DOT CORP CL A 12,767 -1,457 (10.24) 571,474
GSI TECHNOLOGY COM 2,519 34 1.35 509,916


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