Stock Taper 
LYON STREET CAPITAL, LLC
Latest 13F filing data - Q1 2022
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVR, Inc. | NVR | 130 | $581K |
 Tesla, Inc. | TSLA | 500 | $539K |
 Alphabet Inc. | GOOGL | 500 | $1.39M |
 Amazon.com, Inc. | AMZN | 500 | $1.63M |
 Markel Corporation | MKL | 750 | $1.11M |
 Tyler Technologies, Inc. | TYL | 900 | $400K |
 Lam Research Corporation | LRCX | 1.7K | $916K |
 Palo Alto Networks, Inc. | PANW | 1.8K | $1.12M |
 Pool Corporation | POOL | 2K | $846K |
 Workday, Inc. | WDAY | 2K | $479K |
 Costco Wholesale Corporation | COST | 2.25K | $1.3M |
 Churchill Downs Incorporated | CHDN | 2.35K | $521K |
 Valmont Industries, Inc. | VMI | 2.5K | $597K |
 Cavco Industries, Inc. | CVCO | 2.75K | $662K |
 Teledyne Technologies Incorporated | TDY | 3K | $1.42M |
 Jack Henry & Associates, Inc. | JKHY | 3K | $591K |
 Salesforce, Inc. | CRM | 3K | $637K |
 Tractor Supply Company | TSCO | 3.5K | $817K |
 Tandem Diabetes Care, Inc. | TNDM | 3.75K | $436K |
 BJ's Wholesale Club Holdings, Inc. | BJ | 3.79K | $256K |