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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 (2016Q4)
Portfolio Summary: 37 holdings with a total value of $195,634,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 STAMPS COM INC COM NEW 164,084 18,812,000 9.62%
2 NATUS MEDICAL INC. 456,016 15,869,000 8.11%
3 PDF SOLUTIONS INC COM 636,324 14,349,000 7.33%
4 GTT COMMUNICATIONS INC COM 494,759 14,224,000 7.27%
5 GRAND CANYON ED INC 223,465 13,062,000 6.68%
6 CUTERA INC COM 605,629 10,508,000 5.37%
7 GREEN DOT CORP CL A 357,944 8,430,000 4.31%
8 CARBONITE INC 417,960 6,855,000 3.50%
9 AUTOBYTEL INC COM NEW 501,002 6,738,000 3.44%
10 FOUR CORNERS PPTY TR INC COM 304,574 6,250,000 3.19%
11 Callidus Software Inc 371,263 6,237,000 3.19%
12 ATLAS FINANCIAL HOLDINGS INC SHS NEW 311,262 5,618,000 2.87%
13 MELLANOX TECHNOLOGIES LTD 124,449 5,090,000 2.60%
14 TYLER TECHNOLOGIES INC 35,271 5,036,000 2.57%
15 BUILDERS FIRSTSOURCE INC 447,184 4,906,000 2.51%
16 HERBALIFE LTD 98,679 4,750,000 2.43%
17 OMNICELL COM COM 130,509 4,424,000 2.26%
18 GIGAMON INC 89,089 4,058,000 2.07%
19 WILLIAMS CLAYTON ENERGY INC 32,999 3,935,000 2.01%
20 MeetMe, Inc. 780,762 3,849,000 1.97%
21 A10 NETWORKS INC COM 451,818 3,755,000 1.92%
22 BROADSOFT INC 71,219 2,938,000 1.50%
23 RSP PERMIAN INC COM 62,443 2,786,000 1.42%
24 OCLARO INC 306,151 2,740,000 1.40%
25 DIAMONDBACK ENERGY 24,000 2,425,000 1.24%
26 COMMSCOPE HLDG COMPANY INCORPORATED 61,885 2,302,000 1.18%
27 INVUITY INC 394,439 2,268,000 1.16%
28 RADISYS CORP COM 462,626 2,049,000 1.05%
29 TELENAV INC COM 260,776 1,838,000 0.94%
30 ENTRAVISION COMMUNICATIONS C 255,868 1,791,000 0.92%
31 QEP RESOURCES INC 84,924 1,563,000 0.80%
32 MARVELL TECHNOLOGY GROUP LTD 108,529 1,505,000 0.77%
33 IMPAX LABORATORIES INC 101,773 1,348,000 0.69%
34 ABRAXAS PETE CORP 503,255 1,293,000 0.66%
35 VistaPrint NV 9,720 890,000 0.45%
36 BLACK DIAMOND INC COM 149,326 799,000 0.41%
37 HUDSON TECHNOLOGIES INC 42,989 344,000 0.18%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001570598-17-000003, filed 2017.02.14).

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.