Lyon Street Capital

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