Lyon Street Capital as of Sept. 30, 2013
Portfolio Holdings for Lyon Street Capital
Lyon Street Capital holds 43 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Green Dot Corporation (GDOT) | 6.6 | $13M | 508k | 26.33 | |
| CalAmp | 6.1 | $12M | 699k | 17.61 | |
| PDF Solutions (PDFS) | 5.4 | $11M | 518k | 21.23 | |
| Lifetime Brands (LCUT) | 5.2 | $11M | 693k | 15.29 | |
| Inventure Foods | 5.0 | $10M | 974k | 10.50 | |
| Newport Corporation | 4.6 | $9.4M | 599k | 15.63 | |
| Trinity Biotech | 4.4 | $8.9M | 408k | 21.76 | |
| Exar Corporation | 3.9 | $7.9M | 591k | 13.41 | |
| Cutera (CUTR) | 3.9 | $7.8M | 879k | 8.90 | |
| Ints Intl | 3.8 | $7.6M | 330k | 23.11 | |
| Multimedia Games | 3.7 | $7.6M | 219k | 34.55 | |
| Extreme Networks (EXTR) | 2.9 | $5.9M | 1.1M | 5.22 | |
| Grand Canyon Education (LOPE) | 2.9 | $5.8M | 145k | 40.24 | |
| GSI Technology (GSIT) | 2.9 | $5.8M | 828k | 7.03 | |
| QuinStreet (QNST) | 2.8 | $5.6M | 595k | 9.44 | |
| Tillys (TLYS) | 2.7 | $5.4M | 374k | 14.51 | |
| Shutterfly | 2.6 | $5.2M | 93k | 55.88 | |
| Shoe Carnival (SCVL) | 2.2 | $4.4M | 165k | 27.01 | |
| Carter's (CRI) | 2.2 | $4.4M | 58k | 75.89 | |
| Interactive Intelligence Group | 2.1 | $4.3M | 67k | 63.49 | |
| Wet Seal | 2.1 | $4.2M | 1.1M | 3.93 | |
| Merit Medical Systems (MMSI) | 2.0 | $4.1M | 337k | 12.13 | |
| Intermolecular | 1.9 | $3.8M | 695k | 5.51 | |
| Tuesday Morning Corporation | 1.9 | $3.8M | 246k | 15.28 | |
| Sunopta (STKL) | 1.6 | $3.2M | 329k | 9.72 | |
| Motorcar Parts of America (MPAA) | 1.6 | $3.1M | 248k | 12.67 | |
| Cache (CACH) | 1.5 | $3.1M | 522k | 5.96 | |
| Ultra Clean Holdings (UCTT) | 1.4 | $2.9M | 422k | 6.91 | |
| Alpha & Omega Semiconductor (AOSL) | 1.4 | $2.9M | 344k | 8.41 | |
| Ltx Credence Corporation | 1.4 | $2.8M | 422k | 6.59 | |
| Quality Distribution | 1.3 | $2.6M | 278k | 9.24 | |
| Monotype Imaging Holdings | 1.3 | $2.5M | 89k | 28.66 | |
| W.R. Grace & Co. | 1.0 | $2.1M | 24k | 87.41 | |
| Town Sports International Holdings | 0.9 | $1.7M | 134k | 12.98 | |
| Nautilus (BFXXQ) | 0.8 | $1.7M | 233k | 7.22 | |
| Tucows | 0.7 | $1.4M | 600k | 2.39 | |
| Central Garden & Pet (CENT) | 0.7 | $1.3M | 190k | 7.04 | |
| Reis | 0.6 | $1.2M | 76k | 16.15 | |
| LeapFrog Enterprises | 0.2 | $376k | 40k | 9.40 | |
| Lifelock | 0.1 | $216k | 15k | 14.80 | |
| Cogent Communications (CCOI) | 0.0 | $27k | 858.00 | 31.80 | |
| Contango Ore (CTGO) | 0.0 | $27k | 2.6k | 10.31 | |
| Bauer Performance Sports Ltd Cmn | 0.0 | $2.0k | 200.00 | 10.00 |
