Lyon Street Capital as of Dec. 31, 2018
Portfolio Holdings for Lyon Street Capital
Lyon Street Capital holds 46 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Quantenna Communications | 7.9 | $7.9M | 549k | 14.35 | |
| D Stemline Therapeutics | 7.3 | $7.2M | 763k | 9.50 | |
| Upland Software (UPLD) | 5.9 | $5.8M | 215k | 27.18 | |
| Dmc Global (BOOM) | 5.5 | $5.5M | 156k | 35.12 | |
| Tempur-Pedic International (TPX) | 3.8 | $3.7M | 90k | 41.40 | |
| Calix (CALX) | 3.6 | $3.6M | 365k | 9.75 | |
| Tree (TREE) | 3.3 | $3.3M | 15k | 219.55 | |
| Tucows, Inc. Cmn Class A (TCX) | 3.0 | $3.0M | 50k | 60.06 | |
| Green Dot Corporation (GDOT) | 2.7 | $2.6M | 33k | 79.53 | |
| Model N (MODN) | 2.6 | $2.6M | 198k | 13.23 | |
| ICU Medical, Incorporated (ICUI) | 2.6 | $2.6M | 11k | 229.63 | |
| Ultra Clean Holdings (UCTT) | 2.5 | $2.5M | 293k | 8.47 | |
| Tillys (TLYS) | 2.5 | $2.5M | 228k | 10.86 | |
| Grand Canyon Education (LOPE) | 2.3 | $2.3M | 24k | 96.12 | |
| Bandwidth (BAND) | 2.2 | $2.2M | 55k | 40.75 | |
| 8x8 (EGHT) | 2.2 | $2.2M | 122k | 18.04 | |
| Palo Alto Networks (PANW) | 2.1 | $2.1M | 11k | 188.36 | |
| Five9 (FIVN) | 2.1 | $2.1M | 47k | 43.71 | |
| Blucora | 2.0 | $2.0M | 74k | 26.64 | |
| Biotelemetry | 1.9 | $1.8M | 31k | 59.74 | |
| Tyler Technologies (TYL) | 1.8 | $1.8M | 9.6k | 185.80 | |
| QuinStreet (QNST) | 1.8 | $1.8M | 109k | 16.23 | |
| Winnebago Industries (WGO) | 1.8 | $1.8M | 72k | 24.21 | |
| Mastercraft Boat Holdings (MCFT) | 1.7 | $1.7M | 89k | 18.70 | |
| Mitek Systems (MITK) | 1.6 | $1.6M | 146k | 10.81 | |
| Amazon (AMZN) | 1.5 | $1.5M | 1.0k | 1502.00 | |
| Express | 1.5 | $1.4M | 284k | 5.11 | |
| LogMeIn | 1.5 | $1.5M | 18k | 81.58 | |
| eHealth (EHTH) | 1.4 | $1.4M | 37k | 38.42 | |
| Cloudera | 1.4 | $1.4M | 125k | 11.06 | |
| Littelfuse (LFUS) | 1.4 | $1.4M | 8.0k | 171.50 | |
| Facebook Inc cl a (META) | 1.3 | $1.3M | 10k | 131.10 | |
| Ligand Pharmaceuticals In (LGND) | 1.2 | $1.2M | 9.1k | 135.74 | |
| Ringcentral (RNG) | 1.2 | $1.2M | 15k | 82.47 | |
| Nexpoint Residential Tr (NXRT) | 1.2 | $1.2M | 34k | 35.04 | |
| Dropbox Inc-class A (DBX) | 1.2 | $1.2M | 57k | 20.44 | |
| Boot Barn Hldgs (BOOT) | 1.1 | $1.1M | 67k | 17.03 | |
| Alphabet Inc Class A cs (GOOGL) | 1.1 | $1.0M | 1.0k | 1045.00 | |
| Microsoft Corporation (MSFT) | 1.0 | $1.0M | 10k | 101.60 | |
| Stamps | 1.0 | $1.0M | 6.5k | 155.69 | |
| Eldorado Resorts | 1.0 | $994k | 28k | 36.20 | |
| Hmh Holdings | 0.9 | $932k | 105k | 8.86 | |
| Attunity | 0.8 | $810k | 41k | 19.68 | |
| Clearwater Paper (CLW) | 0.6 | $637k | 26k | 24.37 | |
| Hanger Orthopedic | 0.6 | $570k | 30k | 18.94 | |
| Harmonic (HLIT) | 0.6 | $563k | 119k | 4.72 |
