Stock Taper 
LYON STREET CAPITAL, LLC
Latest 13F filing data - Q1 2022
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 WESCO International, Inc. | WCC | 6K | $781K |
 Jacobs Solutions Inc. | J | 5.5K | $758K |
 Bath & Body Works, Inc. | BBWI | 5.5K | $263K |
 D.R. Horton, Inc. | DHI | 5.5K | $410K |
 U.S. Physical Therapy, Inc. | USPH | 5.5K | $547K |
 Akamai Technologies, Inc. | AKAM | 5.5K | $657K |
 MKS Inc. | MKSI | 5K | $750K |
 Charles River Laboratories International, Inc. | CRL | 4.5K | $1.28M |
 Danaos Corporation | DAC | 4.5K | $462K |
 NIKE, Inc. | NKE | 4.5K | $606K |
 Microsoft Corporation | MSFT | 4.4K | $1.36M |
 Meta Platforms, Inc. | META | 4K | $889K |
 BJ's Wholesale Club Holdings, Inc. | BJ | 3.79K | $256K |
 Tandem Diabetes Care, Inc. | TNDM | 3.75K | $436K |
 Tractor Supply Company | TSCO | 3.5K | $817K |
 Teledyne Technologies Incorporated | TDY | 3K | $1.42M |
 Jack Henry & Associates, Inc. | JKHY | 3K | $591K |
 Salesforce, Inc. | CRM | 3K | $637K |
 Cavco Industries, Inc. | CVCO | 2.75K | $662K |
 Valmont Industries, Inc. | VMI | 2.5K | $597K |