0001570598-20-000004.txt : 20201116 0001570598-20-000004.hdr.sgml : 20201116 20201116161954 ACCESSION NUMBER: 0001570598-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201116 DATE AS OF CHANGE: 20201116 EFFECTIVENESS DATE: 20201116 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lyon Street Capital, LLC CENTRAL INDEX KEY: 0001570598 IRS NUMBER: 263871024 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15438 FILM NUMBER: 201317242 BUSINESS ADDRESS: STREET 1: 275 SACRAMENTO STREET, 8TH FLOOR CITY: SAN FRANCISCO STATE: CA ZIP: 94111 BUSINESS PHONE: 415-418-2211 MAIL ADDRESS: STREET 1: 275 SACRAMENTO STREET, 8TH FLOOR CITY: SAN FRANCISCO STATE: CA ZIP: 94111 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001570598 XXXXXXXX 09-30-2020 09-30-2020 false Lyon Street Capital, LLC

275 Sacramento Street, 8th Floor San Francisco CA 94111

13F HOLDINGS REPORT 028-15438 N Aileen Henry 415-418-2202 /s/ Aileen Henry San Francisco CA 11-16-2020 0 55 33579 INFORMATION TABLE 2 infotable.xml ADVANCED MICRO DEVICES INC COM 007903107 492 6000 SH SOLE 6000 0 0 ALPHABET INC CAP STK CL A 02079K305 638 435 SH SOLE 435 0 0 AMAZON COM INC COM 023135106 841 267 SH SOLE 267 0 0 APPLE INC COM 037833100 753 6500 SH SOLE 6500 0 0 BANDWIDTH INC COM CL A 05988J103 438 2508 SH SOLE 2508 0 0 BLUELINX HLDGS INC COM NEW 09624H208 689 32000 SH SOLE 32000 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 392 12015 SH SOLE 12015 0 0 CARPARTS COM INC COM 14427M107 1081 100000 SH SOLE 100000 0 0 CAVCO INDS INC DEL COM 149568107 585 3246 SH SOLE 3246 0 0 CENTURY CMNTYS INC COM 156504300 947 22382 SH SOLE 22382 0 0 CHARLES RIV LABS INTL INC COM 159864107 962 4250 SH SOLE 4250 0 0 CROCS INC COM 227046109 427 10000 SH SOLE 10000 0 0 EHEALTH INC COM 28238P109 387 4900 SH SOLE 4900 0 0 ENOVA INTL INC COM 29357K103 345 21060 SH SOLE 21060 0 0 ENPHASE ENERGY INC COM 29355A107 496 6000 SH SOLE 6000 0 0 EVERI HLDGS INC COM 30034T103 578 70000 SH SOLE 70000 0 0 FACEBOOK INC CL A 30303M102 774 2956 SH SOLE 2956 0 0 FISERV INC COM 337738108 948 9200 SH SOLE 9200 0 0 GENERAC HLDGS INC COM 368736104 1142 5900 SH SOLE 5900 0 0 GIBRALTAR INDS INC COM 374689107 340 5218 SH SOLE 5218 0 0 GODADDY INC CL A 380237107 413 5431 SH SOLE 5431 0 0 GRAND CANYON ED INC COM 38526M106 1039 13000 SH SOLE 13000 0 0 GREEN DOT CORP CL A 39304D102 281 5551 SH SOLE 5551 0 0 INNOVATIVE INDL PPTYS INC COM 45781V101 335 2702 SH SOLE 2702 0 0 JACK IN THE BOX INC COM 466367109 415 5230 SH SOLE 5230 0 0 LAM RESEARCH CORP COM 512807108 483 1455 SH SOLE 1455 0 0 LGI HOMES INC COM 50187T106 609 5242 SH SOLE 5242 0 0 LIVERAMP HLDGS INC COM 53815P108 554 10698 SH SOLE 10698 0 0 M/I HOMES INC COM 55305B101 510 11071 SH SOLE 11071 0 0 MASTERCRAFT BOAT HLDGS INC COM 57637H103 711 40635 SH SOLE 40635 0 0 MICROSOFT CORP COM 594918104 1144 5441 SH SOLE 5441 0 0 MR COOPER GROUP INC COM 62482R107 446 20000 SH SOLE 20000 0 0 NEXPOINT REAL ESTATE FIN INC COM 65342V101 425 28949 SH SOLE 28949 0 0 NEXPOINT STRATEGIC OPPORTES COM NEW 65340G205 230 26550 SH SOLE 26550 0 0 NVIDIA CORPORATION COM 67066G104 609 1125 SH SOLE 1125 0 0 NVR INC COM 62944T105 735 180 SH SOLE 180 0 0 ONEMAIN HLDGS INC COM 68268W103 566 18099 SH SOLE 18099 0 0 PAYPAL HLDGS INC COM 70450Y103 837 4250 SH SOLE 4250 0 0 PENNYMAC FINL SVCS INC NEW COM 70932M107 465 8000 SH SOLE 8000 0 0 PINTEREST INC CL A 72352L106 548 13212 SH SOLE 13212 0 0 POOL CORP COM 73278L105 407 1217 SH SOLE 1217 0 0 PURPLE INNOVATION INC COM 74640Y106 1119 45000 SH SOLE 45000 0 0 REALPAGE INC COM 75606N109 403 6992 SH SOLE 6992 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 213 878 SH SOLE 878 0 0 SQUARE INC CL A 852234103 753 4632 SH SOLE 4632 0 0 STAMPS COM INC COM NEW 852857200 1385 5750 SH SOLE 5750 0 0 TANDEM DIABETES CARE INC COM NEW 875372203 274 2412 SH SOLE 2412 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 250 805 SH SOLE 805 0 0 TEMPUR SEALY INTL INC COM 88023U101 304 3411 SH SOLE 3411 0 0 TURNING PT BRANDS INC COM 90041L105 711 25496 SH SOLE 25496 0 0 TYLER TECHNOLOGIES INC COM 902252105 315 903 SH SOLE 903 0 0 ULTRA CLEAN HLDGS INC COM 90385V107 858 40000 SH SOLE 40000 0 0 UPLAND SOFTWARE INC COM 91544A109 615 16306 SH SOLE 16306 0 0 UPWORK INC COM 91688F104 597 34218 SH SOLE 34218 0 0 WALKER & DUNLOP INC COM 93148P102 765 14425 SH SOLE 14425 0 0