Lyon Street Capital as of Dec. 31, 2016
Portfolio Holdings for Lyon Street Capital
Lyon Street Capital holds 37 positions in its portfolio as reported in the December 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Stamps | 9.6 | $19M | 164k | 114.65 | |
Natus Medical | 8.1 | $16M | 456k | 34.80 | |
PDF Solutions (PDFS) | 7.3 | $14M | 636k | 22.55 | |
Gtt Communications | 7.3 | $14M | 495k | 28.75 | |
Grand Canyon Education (LOPE) | 6.7 | $13M | 224k | 58.45 | |
Cutera (CUTR) | 5.4 | $11M | 606k | 17.35 | |
Green Dot Corporation (GDOT) | 4.3 | $8.4M | 358k | 23.55 | |
Carbonite | 3.5 | $6.9M | 418k | 16.40 | |
Autobytel | 3.4 | $6.7M | 501k | 13.45 | |
Callidus Software | 3.2 | $6.2M | 371k | 16.80 | |
Four Corners Ppty Tr (FCPT) | 3.2 | $6.2M | 305k | 20.52 | |
Atlas Financial Holdings | 2.9 | $5.6M | 311k | 18.05 | |
Mellanox Technologies | 2.6 | $5.1M | 124k | 40.90 | |
Tyler Technologies (TYL) | 2.6 | $5.0M | 35k | 142.78 | |
Builders FirstSource (BLDR) | 2.5 | $4.9M | 447k | 10.97 | |
Herbalife Ltd Com Stk (HLF) | 2.4 | $4.8M | 99k | 48.14 | |
Omnicell (OMCL) | 2.3 | $4.4M | 131k | 33.90 | |
Gigamon | 2.1 | $4.1M | 89k | 45.55 | |
Clayton Williams Energy | 2.0 | $3.9M | 33k | 119.25 | |
Meetme | 2.0 | $3.8M | 781k | 4.93 | |
A10 Networks (ATEN) | 1.9 | $3.8M | 452k | 8.31 | |
BroadSoft | 1.5 | $2.9M | 71k | 41.25 | |
Rsp Permian | 1.4 | $2.8M | 62k | 44.62 | |
Oclaro | 1.4 | $2.7M | 306k | 8.95 | |
Diamondback Energy (FANG) | 1.2 | $2.4M | 24k | 101.04 | |
Commscope Hldg (COMM) | 1.2 | $2.3M | 62k | 37.20 | |
Invuity | 1.2 | $2.3M | 394k | 5.75 | |
RadiSys Corporation | 1.1 | $2.0M | 463k | 4.43 | |
TeleNav | 0.9 | $1.8M | 261k | 7.05 | |
Entravision Communication (EVC) | 0.9 | $1.8M | 256k | 7.00 | |
QEP Resources | 0.8 | $1.6M | 85k | 18.40 | |
Marvell Technology Group | 0.8 | $1.5M | 109k | 13.87 | |
Impax Laboratories | 0.7 | $1.3M | 102k | 13.25 | |
Abraxas Petroleum | 0.7 | $1.3M | 503k | 2.57 | |
Cimpress N V Shs Euro | 0.5 | $890k | 9.7k | 91.56 | |
Black Diamond | 0.4 | $799k | 149k | 5.35 | |
Hudson Technologies (HDSN) | 0.2 | $344k | 43k | 8.00 |