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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 (2017Q1)
Portfolio Summary: 45 holdings with a total value of $249,439,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ENTRAVISION COMMUNICATIONS C 18,986 118,000 0.05%
2 QUANTUM CORP COM DSSG 603,400 525,000 0.21%
3 BLACK DIAMOND INC 96,926 528,000 0.21%
4 ASSEMBLY BIOSCIENCES INC 30,093 767,000 0.31%
5 CONCERT PHARMACEUTICALS INCORPORATED 86,011 1,467,000 0.59%
6 Abraxas Petroleum Corp 728,164 1,471,000 0.59%
7 MARVELL TECHNOLOGY GROUP LTD 119,485 1,823,000 0.73%
8 CENTURY CMNTYS INC COM 75,000 1,905,000 0.76%
9 LYDALL INC COM 35,778 1,918,000 0.77%
10 TRUECAR INC 131,915 2,041,000 0.82%
11 HORTONWORKS INC 214,250 2,102,000 0.84%
12 RINGCENTRAL INC 75,953 2,149,000 0.86%
13 AXOGEN INC 207,305 2,166,000 0.87%
14 TOWER SEMICONDUCTOR LTD 99,043 2,283,000 0.92%
15 DIAMONDBACK ENERGY INC 24,000 2,489,000 1.00%
16 COMMSCOPE HLDG COMPANY INCORPORATED 61,885 2,581,000 1.03%
17 A10 NETWORKS INC 301,746 2,761,000 1.11%
18 ICU MED INC 19,789 3,022,000 1.21%
19 GIGAMON INC 89,089 3,167,000 1.27%
20 WESTERN DIGITAL CORP 40,000 3,301,000 1.32%
21 RSP PERMIAN INC COM 87,443 3,623,000 1.45%
22 QUOTIENT TECHNOLOGY INC 379,939 3,628,000 1.45%
23 OCLARO INC 431,151 4,234,000 1.70%
24 IRIDEX CORP 357,332 4,242,000 1.70%
25 BROADSOFT INC 111,219 4,471,000 1.79%
26 TELENAV INC COM 519,619 4,495,000 1.80%
27 FOUR CORNERS PPTY TR INC COM 204,274 4,664,000 1.87%
28 NEXPOINT RESIDENTIAL TR INC 200,970 4,855,000 1.95%
29 TYLER TECHNOLOGIES INC 35,271 5,451,000 2.19%
30 Meet Group, Inc. 974,670 5,741,000 2.30%
31 INVUITY INC 727,032 5,780,000 2.32%
32 GTT COMMUNICATIONS INC COM 253,960 6,184,000 2.48%
33 MELLANOX TECHNOLOGIES LTD 124,449 6,341,000 2.54%
34 AUTOBYTEL INC COM NEW 519,602 6,511,000 2.61%
35 BUILDERS FIRSTSOURCE 447,184 6,663,000 2.67%
36 Callidus Software Inc 327,763 6,998,000 2.81%
37 CARBONITE INC COM 367,960 7,470,000 2.99%
38 HEALTH INS INNOVATIONS INC 548,261 8,772,000 3.52%
39 HERBALIFE LTD 157,170 9,138,000 3.66%
40 CUTERA INC COM 553,764 11,463,000 4.60%
41 GREEN DOT CORP CL A 357,944 11,941,000 4.79%
42 PDF SOLUTIONS INC COM 541,404 12,247,000 4.91%
43 GRAND CANYON ED INC 203,684 14,586,000 5.85%
44 STAMPS COM INC COM NEW 183,498 21,717,000 8.71%
45 NATUS MEDICAL INC. 755,167 29,640,000 11.88%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001570598-17-000005, filed 2017.05.16).

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.