Lyon Street Capital as of Dec. 31, 2013
Portfolio Holdings for Lyon Street Capital
Lyon Street Capital holds 38 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Green Dot Corporation (GDOT) | 8.0 | $18M | 708k | 25.15 | |
| PDF Solutions (PDFS) | 6.8 | $15M | 595k | 25.62 | |
| Ints Intl | 6.6 | $15M | 577k | 25.41 | |
| CalAmp | 6.4 | $14M | 510k | 27.97 | |
| Inventure Foods | 5.5 | $12M | 929k | 13.26 | |
| Newport Corporation | 5.2 | $12M | 636k | 18.07 | |
| Trinity Biotech | 5.1 | $11M | 449k | 25.14 | |
| Lifetime Brands (LCUT) | 3.6 | $8.0M | 509k | 15.73 | |
| Extreme Networks (EXTR) | 3.6 | $7.9M | 1.1M | 6.98 | |
| Merit Medical Systems (MMSI) | 3.6 | $7.9M | 504k | 15.74 | |
| Multimedia Games | 3.4 | $7.6M | 244k | 31.36 | |
| Exar Corporation | 3.1 | $7.0M | 591k | 11.79 | |
| Grand Canyon Education (LOPE) | 2.9 | $6.5M | 149k | 43.60 | |
| Shutterfly | 2.6 | $5.8M | 113k | 50.92 | |
| QuinStreet (QNST) | 2.6 | $5.7M | 659k | 8.69 | |
| Shoe Carnival (SCVL) | 2.5 | $5.7M | 195k | 29.01 | |
| Tuesday Morning Corporation | 2.4 | $5.3M | 332k | 15.96 | |
| Cutera (CUTR) | 2.3 | $5.2M | 508k | 10.18 | |
| Tillys (TLYS) | 2.1 | $4.7M | 412k | 11.45 | |
| Cache (CACH) | 2.1 | $4.7M | 862k | 5.43 | |
| Ultra Clean Holdings (UCTT) | 2.0 | $4.5M | 451k | 10.03 | |
| Ltx Credence Corporation | 1.9 | $4.3M | 542k | 7.99 | |
| GSI Technology (GSIT) | 1.8 | $4.0M | 607k | 6.64 | |
| Barrett Business Services (BBSI) | 1.7 | $3.8M | 41k | 92.73 | |
| Quality Distribution | 1.4 | $3.1M | 242k | 12.83 | |
| Sunopta (STKL) | 1.4 | $3.0M | 300k | 10.01 | |
| Nautilus (BFXXQ) | 1.3 | $2.8M | 337k | 8.43 | |
| Interactive Intelligence Group | 1.2 | $2.7M | 40k | 67.36 | |
| W.R. Grace & Co. | 1.1 | $2.4M | 24k | 98.86 | |
| Monotype Imaging Holdings | 1.1 | $2.4M | 74k | 31.86 | |
| Alpha & Omega Semiconductor (AOSL) | 1.0 | $2.3M | 296k | 7.71 | |
| Tucows, Inc. Cmn Class A (TCX) | 1.0 | $2.2M | 160k | 14.01 | |
| Town Sports International Holdings | 0.9 | $2.0M | 138k | 14.77 | |
| Reis | 0.7 | $1.5M | 76k | 19.24 | |
| Zale Corporation | 0.6 | $1.3M | 84k | 15.77 | |
| Kofax | 0.4 | $930k | 125k | 7.44 | |
| Contango Ore (CTGO) | 0.0 | $25k | 2.6k | 9.47 | |
| Bauer Performance Sports Ltd Cmn | 0.0 | $3.0k | 200.00 | 15.00 |
