Lyon Street Capital

Lyon Street Capital as of Sept. 30, 2019

Portfolio Holdings for Lyon Street Capital

Lyon Street Capital holds 56 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
HEALTH INSURANCE Common equity Innovations shares 4.7 $2.6M 103k 24.93
Grand Canyon Education (LOPE) 3.6 $2.0M 20k 98.22
Dropbox Inc-class A (DBX) 3.3 $1.8M 90k 20.17
Funko (FNKO) 3.3 $1.8M 86k 20.57
QuinStreet (QNST) 3.0 $1.6M 129k 12.59
WD-40 Company (WDFC) 2.7 $1.5M 8.0k 183.50
Upland Software (UPLD) 2.6 $1.4M 40k 34.85
eHealth (EHTH) 2.6 $1.4M 21k 66.81
RealPage 2.5 $1.4M 22k 62.86
Csw Industrials (CSWI) 2.3 $1.3M 18k 69.02
Ultra Clean Holdings (UCTT) 2.3 $1.2M 85k 14.64
Natus Medical 2.2 $1.2M 38k 31.85
Alphabet Inc Class A cs (GOOGL) 2.2 $1.2M 1.0k 1221.00
Microsoft Corporation (MSFT) 2.2 $1.2M 8.6k 139.06
Seaboard Corporation (SEB) 2.1 $1.2M 266.00 4375.94
Ringcentral (RNG) 2.1 $1.1M 9.0k 125.67
Cubic Corporation 2.1 $1.1M 16k 70.45
Five9 (FIVN) 2.0 $1.1M 21k 53.74
Eldorado Resorts 2.0 $1.1M 28k 39.85
Tempur-Pedic International (TPX) 2.0 $1.1M 14k 77.21
Boot Barn Hldgs (BOOT) 2.0 $1.1M 31k 34.91
Facebook Inc cl a (META) 2.0 $1.1M 6.0k 178.00
Amazon (AMZN) 1.9 $1.0M 601.00 1735.44
Mitek Systems (MITK) 1.9 $1.0M 108k 9.65
Clean Energy Fuels (CLNE) 1.9 $1.0M 491k 2.07
Biotelemetry 1.9 $1.0M 25k 40.73
Mastercraft Boat Holdings (MCFT) 1.8 $985k 66k 14.92
Calix (CALX) 1.8 $977k 153k 6.39
Dmc Global (BOOM) 1.7 $946k 22k 44.00
Nv5 Holding (NVEE) 1.7 $942k 14k 68.26
Century Aluminum Company (CENX) 1.7 $927k 140k 6.64
Forterra 1.6 $894k 124k 7.23
Sportsmans Whse Hldgs (SPWH) 1.6 $884k 171k 5.18
Infinera (INFN) 1.6 $871k 160k 5.45
Covia Hldgs Corp 1.5 $837k 414k 2.02
Cloudera 1.5 $833k 94k 8.86
Immersion Corporation (IMMR) 1.5 $802k 105k 7.65
Carbonite 1.4 $748k 48k 15.49
Tree (TREE) 1.3 $703k 2.3k 310.51
Model N (MODN) 1.3 $694k 25k 27.76
Nexpoint Residential Tr (NXRT) 1.3 $689k 15k 46.77
Chico's FAS 1.2 $666k 165k 4.03
Enova Intl (ENVA) 1.2 $652k 31k 20.75
Tyler Technologies (TYL) 1.1 $604k 2.3k 262.61
8x8 (EGHT) 1.1 $601k 29k 20.73
Elevate Credit 1.0 $565k 134k 4.21
Liberty Oilfield Services -a (LBRT) 1.0 $542k 50k 10.84
Montage Res Corp 1.0 $521k 138k 3.78
Zuora Inc ordinary shares (ZUO) 0.9 $499k 33k 15.04
Winnebago Industries (WGO) 0.9 $469k 12k 38.35
Allied Motion Technologies (ALNT) 0.8 $440k 13k 35.29
Tactile Systems Technology, In (TCMD) 0.8 $423k 10k 42.30
Zix Corporation 0.6 $349k 48k 7.24
Rubicon Proj 0.6 $318k 37k 8.70
Express 0.5 $272k 79k 3.44
Marchex (MCHX) 0.4 $219k 70k 3.15