MURPHY MICHAEL R Information

C/O DISCOVERY GROUP I, LLC, CHICAGO, Illinois, 60606,

Report Date: 03/31/2015

Position Statistics

Total Positions 28
New Positions 9
Increased Positions 13
Decreased Positions 11
Positions with Activity 24
Sold Out Positions 7
Total Mkt Value (in $ millions) 290

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0%
Capital Goods
Conglomerates 17.12%
Consumer Cyclical
Consumer/Non-Cyclical 3.6%
Energy 0.8%
Financial 0.17%
Healthcare 27.07%
Services 7.72%
Technology 40.23%
Transportation
Utilities

28 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SUPERNUS PHARMACEUTICALS INC COM 44,852 -7,649 (14.57) 2,644,571
BIO-REFERENCE LABS INC COM $.01 NEW 33,761 New 818,246
BAZAARVOICE INC COM 28,273 13,602 92.72 4,775,844
INTRALINKS HLDGS INC COM 28,145 -2,524 (8.23) 2,353,292
ANN INC COM 22,410 22,410 New 464,557
RALLY SOFTWARE DEV CORP COM 21,427 -8,915 (29.38) 1,101,101
AGILYSYS INC COM 19,043 3,190 20.13 2,067,608
MERCURY SYS INC COM 13,219 1,968 17.49 896,208
GILAT SATELLITE NETWORKS LTD SHS NEW 11,432 New 2,059,833
INTERACTIVE INTELLIGENCE GROUP COM 11,284 11,284 New 254,077
EXA CORP COM 10,784 New 972,367
NUTRACEUTICAL INTL CORP COM 10,457 556 5.62 423,701
INTERNAP CORP COM PAR $.001 10,293 10,293 New 1,110,349
CARBONITE INC COM 8,805 -13,132 (59.86) 735,001
AEROHIVE NETWORKS INC COM 6,253 6,253 New 894,530
CLICKSOFTWARE TECHNOLOGIES LTD ORD 3,476 3,476 New 275,837
TUBEMOGUL INC COM 2,570 2,570 New 180,593
RESOLUTE ENERGY CORP COM 2,317 New 2,662,816
AMBER RD INC COM 737 737 New 107,492
TERRITORIAL BANCORP INC COM 501 501 New 20,372