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Institutional Investment Manager
Lyon Street Capital, LLC
Lyon Street Capital, LLC (CIK: 0001570598) incorporated in Delaware, located at 501 Humboldt Avenue, Sausalito, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q3)
Portfolio Summary: 36 holdings with a total value of $204,901,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 STAMPS COM INC COM NEW 229,866 21,725,000 10.60%
2 PDF SOLUTIONS INC COM 1,187,537 21,578,000 10.53%
3 GTT COMMUNICATIONS INC COM 779,445 18,340,000 8.95%
4 NATUS MEDICAL INC. 313,080 12,301,000 6.00%
5 CARBONITE INC 673,441 10,344,000 5.05%
6 GRAND CANYON ED INC 242,751 9,805,000 4.79%
7 AUTOBYTEL INC COM NEW 534,130 9,508,000 4.64%
8 GREEN DOT CORP CL A 369,080 8,511,000 4.15%
9 ATLAS FINANCIAL HOLDINGS INC SHS NEW 512,567 8,083,000 3.94%
10 CUTERA INC COM 663,414 7,908,000 3.86%
11 BUILDERS FIRSTSOURCE INC 679,666 7,823,000 3.82%
12 FOUR CORNERS PPTY TR INC COM 314,050 6,699,000 3.27%
13 GIGAMON INC 116,317 6,374,000 3.11%
14 RUBICON PROJ INC 723,430 5,990,000 2.92%
15 HERBALIFE LTD 95,443 5,917,000 2.89%
16 OMNICELL COM COM 132,980 5,093,000 2.49%
17 A10 NETWORKS INC COM 433,409 4,633,000 2.26%
18 Callidus Software Inc 202,625 3,718,000 1.81%
19 USA Compression Partners, LP 189,125 3,552,000 1.73%
20 WILLIAMS CLAYTON ENERGY INC 34,000 2,905,000 1.42%
21 RSP PERMIAN INC COM 66,445 2,577,000 1.26%
22 DIAMONDBACK ENERGY 24,754 2,390,000 1.17%
23 CVENT INC 75,000 2,378,000 1.16%
24 MELLANOX TECHNOLOGIES LTD 53,600 2,318,000 1.13%
25 COMMSCOPE HLDG COMPANY INCORPORATED 63,762 1,920,000 0.94%
26 MeetMe, Inc. 283,241 1,756,000 0.86%
27 QEP RESOURCES INC 87,500 1,709,000 0.83%
28 TELENAV INC COM 268,685 1,540,000 0.75%
29 ENTRAVISION COMMUNICATIONS C 195,523 1,492,000 0.73%
30 OCLARO INC 139,384 1,192,000 0.58%
31 BUILD A BEAR WORKSHOP COM 112,283 1,163,000 0.57%
32 MONOTYPE IMAGING HLDGS INC 50,000 1,106,000 0.54%
33 Vocera Communications Inc 58,231 984,000 0.48%
34 BLACK DIAMOND INC COM 152,532 784,000 0.38%
35 RADISYS CORP COM 100,787 539,000 0.26%
36 FIVE9 INC 15,700 246,000 0.12%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001589278-16-000016, filed 2016.11.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.