Lyon Street Capital as of March 31, 2013
Portfolio Holdings for Lyon Street Capital
Lyon Street Capital holds 59 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ints Intl | 5.5 | $11B | 706k | 15930.00 | |
| PDF Solutions (PDFS) | 4.9 | $10B | 625k | 16020.00 | |
| Lifetime Brands (LCUT) | 4.7 | $9.5B | 831k | 11410.00 | |
| Inventure Foods | 4.5 | $9.2B | 1.2M | 7780.00 | |
| Market Leader | 4.5 | $9.1B | 1.0M | 8960.00 | |
| Newport Corporation | 4.2 | $8.5B | 504k | 16920.00 | |
| Green Dot Corporation (GDOT) | 4.1 | $8.3B | 497k | 16710.00 | |
| Cutera (CUTR) | 3.8 | $7.8B | 598k | 13000.00 | |
| CalAmp | 3.2 | $6.5B | 590k | 10970.00 | |
| Obagi Medical Products | 3.2 | $6.4B | 327k | 19750.00 | |
| Intermolecular | 3.0 | $6.2B | 604k | 10200.00 | |
| Hot Topic | 3.0 | $6.1B | 439k | 13880.00 | |
| Alpha & Omega Semiconductor (AOSL) | 2.9 | $5.8B | 655k | 8880.00 | |
| Monotype Imaging Holdings | 2.8 | $5.7B | 239k | 23750.00 | |
| Multimedia Games | 2.5 | $5.1B | 242k | 20870.00 | |
| Ellie Mae | 2.4 | $4.8B | 198k | 24050.00 | |
| Central Garden & Pet (CENT) | 2.1 | $4.2B | 492k | 8620.00 | |
| Demand Media | 2.1 | $4.2B | 488k | 8630.00 | |
| Trinity Biotech | 2.0 | $4.2B | 247k | 16880.00 | |
| GSI Technology (GSIT) | 2.0 | $4.1B | 615k | 6590.00 | |
| Interactive Intelligence Group | 1.7 | $3.5B | 79k | 44350.00 | |
| Motorcar Parts of America (MPAA) | 1.7 | $3.4B | 549k | 6130.00 | |
| Exar Corporation | 1.6 | $3.3B | 312k | 10500.00 | |
| Extreme Networks (EXTR) | 1.6 | $3.2B | 950k | 3370.00 | |
| Tillys (TLYS) | 1.6 | $3.2B | 251k | 12720.00 | |
| Shoe Carnival (SCVL) | 1.4 | $2.9B | 140k | 20440.00 | |
| Synchronoss Technologies | 1.4 | $2.8B | 91k | 31030.00 | |
| Ltx Credence Corporation | 1.4 | $2.7B | 452k | 6040.00 | |
| Liquidity Services (LQDT) | 1.3 | $2.6B | 87k | 29810.00 | |
| Carter's (CRI) | 1.2 | $2.5B | 43k | 57270.00 | |
| Sunopta (STKL) | 1.2 | $2.4B | 338k | 7200.00 | |
| BofI Holding | 1.2 | $2.4B | 67k | 35880.00 | |
| MicroStrategy Incorporated (MSTR) | 1.1 | $2.3B | 22k | 101080.00 | |
| Quality Distribution | 1.1 | $2.3B | 269k | 8410.00 | |
| Einstein Noah Restaurant | 1.1 | $2.1B | 144k | 14830.00 | |
| LeapFrog Enterprises | 1.0 | $2.1B | 244k | 8560.00 | |
| Hilltop Holdings (HTH) | 1.0 | $2.1B | 152k | 13490.00 | |
| Wet Seal | 0.9 | $1.9B | 634k | 3020.00 | |
| Ultra Clean Holdings (UCTT) | 0.9 | $1.9B | 286k | 6500.00 | |
| W.R. Grace & Co. | 0.8 | $1.7B | 22k | 77510.00 | |
| Shutterfly | 0.7 | $1.5B | 34k | 44170.00 | |
| Town Sports International Holdings | 0.7 | $1.4B | 148k | 9460.00 | |
| Saba Software | 0.7 | $1.3B | 167k | 7950.00 | |
| Cogent Communications (CCOI) | 0.6 | $1.2B | 47k | 26400.00 | |
| Reis | 0.5 | $1.1B | 71k | 15540.00 | |
| Grand Canyon Education (LOPE) | 0.5 | $1.1B | 43k | 25390.00 | |
| Autobytel | 0.5 | $1.0B | 238k | 4340.00 | |
| Mueller Water Products (MWA) | 0.4 | $878M | 148k | 5930.00 | |
| Seaspan Corp | 0.4 | $831M | 41k | 20050.00 | |
| Homestreet (HMST) | 0.4 | $788M | 35k | 22340.00 | |
| Nautilus (BFXXQ) | 0.3 | $648M | 89k | 7300.00 | |
| Tucows | 0.3 | $658M | 383k | 1720.00 | |
| Electronics For Imaging | 0.3 | $524M | 21k | 25360.00 | |
| Michael Baker Corporation | 0.3 | $534M | 22k | 24500.00 | |
| Bauer Performance Sports Ltd Cmn | 0.2 | $474M | 40k | 11795.40 | |
| iPass | 0.2 | $416M | 210k | 1980.00 | |
| QuinStreet (QNST) | 0.2 | $400M | 67k | 5970.00 | |
| Contango Ore (CTGO) | 0.0 | $24M | 2.6k | 9150.00 | |
| shares First Bancorp P R (FBP) | 0.0 | $37k | 6.00 | 6230.00 |
