Lyon Street Capital as of Sept. 30, 2016
Portfolio Holdings for Lyon Street Capital
Lyon Street Capital holds 36 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Stamps | 10.6 | $22M | 230k | 94.51 | |
| PDF Solutions (PDFS) | 10.5 | $22M | 1.2M | 18.17 | |
| Gtt Communications | 8.9 | $18M | 779k | 23.53 | |
| Natus Medical | 6.0 | $12M | 313k | 39.29 | |
| Carbonite | 5.0 | $10M | 673k | 15.36 | |
| Grand Canyon Education (LOPE) | 4.8 | $9.8M | 243k | 40.39 | |
| Autobytel | 4.6 | $9.5M | 534k | 17.80 | |
| Green Dot Corporation (GDOT) | 4.2 | $8.5M | 369k | 23.06 | |
| Atlas Financial Holdings (AFHIF) | 3.9 | $8.1M | 513k | 15.77 | |
| Cutera (CUTR) | 3.9 | $7.9M | 663k | 11.92 | |
| Builders FirstSource (BLDR) | 3.8 | $7.8M | 680k | 11.51 | |
| Four Corners Ppty Tr (FCPT) | 3.3 | $6.7M | 314k | 21.33 | |
| Gigamon | 3.1 | $6.4M | 116k | 54.80 | |
| Rubicon Proj | 2.9 | $6.0M | 723k | 8.28 | |
| Herbalife Ltd Com Stk (HLF) | 2.9 | $5.9M | 95k | 62.00 | |
| Omnicell (OMCL) | 2.5 | $5.1M | 133k | 38.30 | |
| A10 Networks (ATEN) | 2.3 | $4.6M | 433k | 10.69 | |
| Callidus Software | 1.8 | $3.7M | 203k | 18.35 | |
| Usa Compression Partners (USAC) | 1.7 | $3.6M | 189k | 18.78 | |
| Clayton Williams Energy | 1.4 | $2.9M | 34k | 85.44 | |
| Rsp Permian | 1.3 | $2.6M | 66k | 38.78 | |
| Diamondback Energy (FANG) | 1.2 | $2.4M | 25k | 96.55 | |
| Cvent | 1.2 | $2.4M | 75k | 31.71 | |
| Mellanox Technologies | 1.1 | $2.3M | 54k | 43.25 | |
| Commscope Hldg (COMM) | 0.9 | $1.9M | 64k | 30.11 | |
| Meetme | 0.9 | $1.8M | 283k | 6.20 | |
| QEP Resources | 0.8 | $1.7M | 88k | 19.53 | |
| TeleNav | 0.8 | $1.5M | 269k | 5.73 | |
| Entravision Communication (EVC) | 0.7 | $1.5M | 196k | 7.63 | |
| Oclaro | 0.6 | $1.2M | 139k | 8.55 | |
| Build-A-Bear Workshop (BBW) | 0.6 | $1.2M | 112k | 10.36 | |
| Monotype Imaging Holdings | 0.5 | $1.1M | 50k | 22.12 | |
| Vocera Communications | 0.5 | $984k | 58k | 16.90 | |
| Black Diamond | 0.4 | $784k | 153k | 5.14 | |
| RadiSys Corporation | 0.3 | $539k | 101k | 5.35 | |
| Five9 (FIVN) | 0.1 | $246k | 16k | 15.67 |
