Lyon Street Capital, LLC Buys Strongbridge Biopharma PLC, Recro Pharma Inc, Stemline Therapeutics Inc, Sells Natus Medical Inc, GTT Communications Inc, Concert Pharmaceuticals Inc

San Francisco, CA, based Investment company Lyon Street Capital, LLC buys Strongbridge Biopharma PLC, Recro Pharma Inc, Stemline Therapeutics Inc, Savara Inc, Neos Therapeutics Inc, Forestar Group Inc, Quantenna Communications Inc, Ionis Pharmaceuticals Inc, Hortonworks Inc, Box Inc, sells Natus Medical Inc, GTT Communications Inc, Concert Pharmaceuticals Inc, Callidus Software Inc, Tower Semiconductor during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Lyon Street Capital, LLC. As of 2018-03-31, Lyon Street Capital, LLC owns 50 stocks with a total value of $310 million. These are the details of the buys and sells.

For the details of Lyon Street Capital, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Lyon+Street+Capital%2C+LLC

These are the top 5 holdings of Lyon Street Capital, LLC
  1. Health Insurance Innovations Inc (HIIQ) - 1,301,920 shares, 12.12% of the total portfolio. Shares reduced by 10.43%
  2. Strongbridge Biopharma PLC (SBBP) - 3,182,149 shares, 9.07% of the total portfolio. Shares added by 126.31%
  3. Stemline Therapeutics Inc (STML) - 1,241,293 shares, 6.12% of the total portfolio. Shares added by 49.72%
  4. Savara Inc (SVRA) - 1,441,984 shares, 4.27% of the total portfolio. Shares added by 84.98%
  5. Model N Inc (MODN) - 680,452 shares, 3.96% of the total portfolio. Shares added by 2.13%
New Purchase: Forestar Group Inc (FOR)

Lyon Street Capital, LLC initiated holding in Forestar Group Inc. The purchase prices were between $20.95 and $26.35, with an estimated average price of $23.24. The stock is now traded at around $21.95. The impact to a portfolio due to this purchase was 1.49%. The holding were 218,683 shares as of 2018-03-31.

New Purchase: Quantenna Communications Inc (QTNA)

Lyon Street Capital, LLC initiated holding in Quantenna Communications Inc. The purchase prices were between $12.17 and $15.62, with an estimated average price of $13.86. The stock is now traded at around $14.73. The impact to a portfolio due to this purchase was 1.39%. The holding were 314,440 shares as of 2018-03-31.

New Purchase: Ionis Pharmaceuticals Inc (IONS)

Lyon Street Capital, LLC initiated holding in Ionis Pharmaceuticals Inc. The purchase prices were between $44.08 and $55.05, with an estimated average price of $50.8. The stock is now traded at around $44.39. The impact to a portfolio due to this purchase was 0.99%. The holding were 69,554 shares as of 2018-03-31.

New Purchase: Acxiom Corp (ACXM)

Lyon Street Capital, LLC initiated holding in Acxiom Corp. The purchase prices were between $22.71 and $32.34, with an estimated average price of $28.58. The stock is now traded at around $27.38. The impact to a portfolio due to this purchase was 0.66%. The holding were 89,758 shares as of 2018-03-31.

New Purchase: Twilio Inc (TWLO)

Lyon Street Capital, LLC initiated holding in Twilio Inc. The purchase prices were between $23.91 and $42.06, with an estimated average price of $31.67. The stock is now traded at around $53.13. The impact to a portfolio due to this purchase was 0.37%. The holding were 30,500 shares as of 2018-03-31.

New Purchase: Calix Inc (CALX)

Lyon Street Capital, LLC initiated holding in Calix Inc. The purchase prices were between $5.65 and $7.25, with an estimated average price of $6.46. The stock is now traded at around $6.25. The impact to a portfolio due to this purchase was 0.33%. The holding were 150,000 shares as of 2018-03-31.

Added: Strongbridge Biopharma PLC (SBBP)

Lyon Street Capital, LLC added to a holding in Strongbridge Biopharma PLC by 126.31%. The purchase prices were between $6.55 and $8.85, with an estimated average price of $7.49. The stock is now traded at around $7.75. The impact to a portfolio due to this purchase was 5.06%. The holding were 3,182,149 shares as of 2018-03-31.

Added: Recro Pharma Inc (REPH)

Lyon Street Capital, LLC added to a holding in Recro Pharma Inc by 182.61%. The purchase prices were between $7.84 and $11.86, with an estimated average price of $9.35. The stock is now traded at around $10.75. The impact to a portfolio due to this purchase was 2.35%. The holding were 1,027,271 shares as of 2018-03-31.

Added: Stemline Therapeutics Inc (STML)

Lyon Street Capital, LLC added to a holding in Stemline Therapeutics Inc by 49.72%. The purchase prices were between $13.4 and $18.5, with an estimated average price of $15.59. The stock is now traded at around $19.20. The impact to a portfolio due to this purchase was 2.03%. The holding were 1,241,293 shares as of 2018-03-31.

Added: Savara Inc (SVRA)

Lyon Street Capital, LLC added to a holding in Savara Inc by 84.98%. The purchase prices were between $8.99 and $14.95, with an estimated average price of $11.77. The stock is now traded at around $9.50. The impact to a portfolio due to this purchase was 1.96%. The holding were 1,441,984 shares as of 2018-03-31.

Added: Neos Therapeutics Inc (NEOS)

Lyon Street Capital, LLC added to a holding in Neos Therapeutics Inc by 85.76%. The purchase prices were between $8.05 and $11.4, with an estimated average price of $9.57. The stock is now traded at around $7.40. The impact to a portfolio due to this purchase was 1.8%. The holding were 1,455,614 shares as of 2018-03-31.

Added: Hortonworks Inc (HDP)

Lyon Street Capital, LLC added to a holding in Hortonworks Inc by 52.24%. The purchase prices were between $17.15 and $21.34, with an estimated average price of $19.69. The stock is now traded at around $17.24. The impact to a portfolio due to this purchase was 0.98%. The holding were 434,462 shares as of 2018-03-31.

Sold Out: Callidus Software Inc (CALD)

Lyon Street Capital, LLC sold out a holding in Callidus Software Inc. The sale prices were between $28.5 and $35.98, with an estimated average price of $34.17.

Sold Out: Tower Semiconductor Ltd (TSEM)

Lyon Street Capital, LLC sold out a holding in Tower Semiconductor Ltd. The sale prices were between $26.62 and $35.95, with an estimated average price of $31.83.

Sold Out: Invuity Inc (IVTY)

Lyon Street Capital, LLC sold out a holding in Invuity Inc. The sale prices were between $3.35 and $6.1, with an estimated average price of $4.57.

Sold Out: Quotient Technology Inc (QUOT)

Lyon Street Capital, LLC sold out a holding in Quotient Technology Inc. The sale prices were between $10.5 and $14.8, with an estimated average price of $12.66.

Sold Out: Alliance Data Systems Corp (ADS)

Lyon Street Capital, LLC sold out a holding in Alliance Data Systems Corp. The sale prices were between $212.86 and $276.37, with an estimated average price of $244.84.

Sold Out: Marvell Technology Group Ltd (MRVL)

Lyon Street Capital, LLC sold out a holding in Marvell Technology Group Ltd. The sale prices were between $20.52 and $24.37, with an estimated average price of $22.89.



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