Lyon Street Capital

Lyon Street Capital as of June 30, 2017

Portfolio Holdings for Lyon Street Capital

Lyon Street Capital holds 52 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
HEALTH INSURANCE Common equity Innovations shares 5.9 $15M 627k 23.50
Green Dot Corporation (GDOT) 5.6 $14M 363k 38.53
Stamps 4.7 $12M 75k 154.88
Herbalife Ltd Com Stk (HLF) 4.6 $11M 160k 71.33
Grand Canyon Education (LOPE) 3.8 $9.4M 120k 78.41
Cutera (CUTR) 3.8 $9.3M 360k 25.90
Quotient Technology 3.7 $9.1M 794k 11.50
Gtt Communications 3.6 $8.9M 282k 31.65
Natus Medical 3.5 $8.6M 231k 37.30
Carbonite 3.1 $7.7M 352k 21.80
Upland Software (UPLD) 3.0 $7.3M 333k 21.99
PDF Solutions (PDFS) 2.5 $6.1M 372k 16.45
Tyler Technologies (TYL) 2.5 $6.1M 35k 175.66
Callidus Software 2.4 $6.1M 250k 24.20
Concert Pharmaceuticals I equity 2.4 $6.1M 435k 13.95
Invuity 2.2 $5.5M 765k 7.25
Builders FirstSource (BLDR) 2.2 $5.4M 353k 15.32
Meet 2.1 $5.3M 1.1M 5.05
Autobytel 2.0 $5.1M 403k 12.61
Axogen (AXGN) 2.0 $5.0M 301k 16.75
Nexpoint Residential Tr (NXRT) 2.0 $5.0M 201k 24.89
Air Transport Services (ATSG) 2.0 $4.9M 225k 21.78
Lumentum Hldgs (LITE) 1.7 $4.3M 76k 57.05
IRIDEX Corporation (IRIX) 1.7 $4.2M 424k 9.89
TeleNav 1.6 $4.0M 497k 8.10
Five9 (FIVN) 1.6 $3.9M 180k 21.52
Model N (MODN) 1.4 $3.6M 270k 13.30
Rsp Permian 1.4 $3.5M 109k 32.27
Hortonworks 1.4 $3.5M 272k 12.88
Western Digital (WDC) 1.4 $3.5M 39k 88.60
Four Corners Ppty Tr (FCPT) 1.4 $3.4M 135k 25.11
ICU Medical, Incorporated (ICUI) 1.3 $3.2M 19k 172.51
eHealth (EHTH) 1.2 $3.0M 159k 18.80
Superior Industries International (SUP) 1.2 $2.9M 142k 20.55
Lydall 1.2 $2.9M 56k 51.70
Assembly Biosciences (ASMB) 1.1 $2.8M 136k 20.65
Ringcentral (RNG) 1.1 $2.7M 73k 36.55
Bonanza Creek Energy I 1.0 $2.5M 79k 31.71
Tower Semiconductor (TSEM) 1.0 $2.5M 104k 23.85
Quantum Corp Dlt & Storage (QMCO) 1.0 $2.4M 310k 7.81
Commscope Hldg (COMM) 0.9 $2.3M 62k 38.03
A10 Networks (ATEN) 0.9 $2.3M 276k 8.44
Diamondback Energy (FANG) 0.9 $2.3M 26k 88.80
Marvell Technology Group 0.8 $1.9M 117k 16.52
Oclaro 0.8 $1.9M 199k 9.34
Century Communities (CCS) 0.7 $1.8M 71k 24.80
Savara (SVRA) 0.5 $1.2M 203k 5.88
D Stemline Therapeutics 0.5 $1.2M 126k 9.20
Abraxas Petroleum 0.4 $1.1M 681k 1.62
Glu Mobile 0.2 $563k 225k 2.50
Servicesource 0.1 $279k 72k 3.88
Novus Therapeutics 0.1 $238k 41k 5.84