Lyon Street Capital

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 (AFHIF) 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