Lyon Street Capital as of March 31, 2019
Portfolio Holdings for Lyon Street Capital
Lyon Street Capital holds 44 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Grand Canyon Education (LOPE) | 3.9 | $1.3M | 11k | 114.55 | |
| Nv5 Holding (NVEE) | 3.4 | $1.1M | 19k | 59.36 | |
| Dropbox Inc-class A (DBX) | 3.4 | $1.1M | 50k | 21.80 | |
| Green Dot Corporation (GDOT) | 3.3 | $1.1M | 18k | 60.66 | |
| Tempur-Pedic International (TPX) | 3.2 | $1.0M | 18k | 57.67 | |
| Glu Mobile | 3.1 | $1.0M | 93k | 10.94 | |
| Upland Software (UPLD) | 3.0 | $978k | 23k | 42.35 | |
| Palo Alto Networks (PANW) | 3.0 | $974k | 4.0k | 242.95 | |
| Homestreet (HMST) | 2.9 | $949k | 36k | 26.36 | |
| Biotelemetry | 2.9 | $929k | 15k | 62.60 | |
| TeleNav | 2.9 | $925k | 152k | 6.07 | |
| Microsoft Corporation (MSFT) | 2.8 | $893k | 7.6k | 117.93 | |
| Amazon (AMZN) | 2.7 | $892k | 501.00 | 1780.44 | |
| Facebook Inc cl a (META) | 2.7 | $888k | 5.3k | 166.64 | |
| Alphabet Inc Class A cs (GOOGL) | 2.7 | $883k | 750.00 | 1177.33 | |
| Eldorado Resorts | 2.7 | $871k | 19k | 46.68 | |
| Ringcentral (RNG) | 2.6 | $857k | 8.0k | 107.80 | |
| HEALTH INSURANCE Common equity Innovations shares | 2.6 | $842k | 31k | 26.82 | |
| Five9 (FIVN) | 2.6 | $838k | 16k | 52.80 | |
| Calix (CALX) | 2.4 | $794k | 103k | 7.70 | |
| 8x8 (EGHT) | 2.4 | $780k | 39k | 20.21 | |
| Sailpoint Technlgies Hldgs I | 2.3 | $758k | 26k | 28.71 | |
| eHealth (EHTH) | 2.3 | $743k | 12k | 62.34 | |
| Turning Pt Brands (TPB) | 2.2 | $710k | 15k | 46.08 | |
| Ultra Clean Holdings (UCTT) | 2.0 | $661k | 64k | 10.36 | |
| Orbcomm | 2.0 | $659k | 97k | 6.78 | |
| Boot Barn Hldgs (BOOT) | 2.0 | $645k | 22k | 29.43 | |
| Tree (TREE) | 1.9 | $626k | 1.8k | 351.69 | |
| Allergan | 1.8 | $586k | 4.0k | 146.50 | |
| Dmc Global (BOOM) | 1.8 | $587k | 12k | 49.63 | |
| Model N (MODN) | 1.8 | $577k | 33k | 17.53 | |
| Hanger Orthopedic | 1.8 | $573k | 30k | 19.04 | |
| J Global (ZD) | 1.8 | $574k | 6.6k | 86.59 | |
| Nexpoint Residential Tr (NXRT) | 1.7 | $565k | 15k | 38.35 | |
| D Stemline Therapeutics | 1.7 | $545k | 42k | 12.85 | |
| Highpoint Res Corp | 1.6 | $538k | 244k | 2.21 | |
| Mitek Systems (MITK) | 1.5 | $500k | 41k | 12.23 | |
| Tyler Technologies (TYL) | 1.5 | $491k | 2.4k | 204.58 | |
| Funko (FNKO) | 1.4 | $448k | 21k | 21.73 | |
| Mastercraft Boat Holdings (MCFT) | 1.4 | $446k | 20k | 22.57 | |
| Harmonic (HLIT) | 1.2 | $387k | 71k | 5.43 | |
| Winnebago Industries (WGO) | 1.2 | $381k | 12k | 31.15 | |
| Bandwidth (BAND) | 1.0 | $326k | 4.9k | 66.86 | |
| Marchex (MCHX) | 1.0 | $314k | 67k | 4.72 |
