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) 200

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

Sector Weighting

Basic Materials 7.37%
Capital Goods
Conglomerates
Consumer Cyclical 3.78%
Consumer/Non-Cyclical 12.29%
Energy
Financial 6.89%
Healthcare 11.39%
Services 20.14%
Technology 36.6%
Transportation 1.55%
Utilities

46 Positions as of 12/31/2013

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ALPHA & OMEGA SEMICONDUCTOR LT SHS 2,136 -345 (13.9) 295,806
BARRETT BUSINESS SERVICES INC COM 2,328 2,328 New 40,645
BAUER PERFORMANCE SPORTS LTD COM 3 New 200
CACHE INC COM NEW 2,767 1,092 65.16 862,065
CALAMP CORP COM 12,480 -4,631 (27.06) 510,015
CARTER'S, INC. COM -4,322 Sold Out 0
CENTRAL GARDEN & PET CO COM -1,515 Sold Out 0
COGENT COMM GROUP INC COM NEW -29 Sold Out 0
CONTANGO ORE INC COM 34 New 2,641
CUTERA INC COM 5,596 -4,076 (42.14) 508,310
EXAR CORP COM 6,473 5 .07 591,096
EXTREME NETWORKS INC COM 6,393 84 1.34 1,137,498
GRACE W R & CO DEL NEW COM 2,388 New 24,105
GRAND CANYON ED INC COM 6,806 185 2.79 148,930
GREEN DOT CORP CL A 13,798 3,897 39.36 708,291
GSI TECHNOLOGY COM 4,065 -1,483 (26.74) 606,664
INTERACTIVE INTELLIGENCE GROUP COM 2,722 -1,843 (40.37) 40,200
INTERMOLECULAR INC COM -1,813 Sold Out 0
INVENTURE FOODS INC COM 11,870 -578 (4.64) 928,767
KOFAX LTD COM USD 965 965 New 125,000


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