MURPHY MICHAEL R Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 25
New Positions 4
Increased Positions 16
Decreased Positions 8
Positions with Activity 24
Sold Out Positions 4
Total Mkt Value (in $ millions) 331

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

Sector Weighting

Basic Materials
Capital Goods 3.19%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 2.04%
Energy 14.16%
Financial 4.07%
Healthcare 20.46%
Services 26.79%
Technology 29.3%
Transportation
Utilities

25 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HORIZON PHARMA INC COM 35,363 -53,886 (60.38) 2,447,247
ZUMIEZ INC COM 25,531 15,622 157.67 931,437
TESCO CORP COM 24,723 8,447 51.90 1,191,454
PLX TECHNOLOGY INC COM 24,204 5,306 28.08 3,735,178
K12 INC COM 23,305 New 1,045,076
RESOLUTE ENERGY CORP COM 22,120 15,141 216.93 2,792,930
CARBONITE INC COM 21,991 12,206 124.74 2,051,361
BIO-REFERENCE LABS INC COM $.01 NEW 19,926 19,926 New 649,052
BRAVO BRIO RESTAURANT GROUP IN COM 18,581 1,896 11.36 1,219,244
INTRALINKS HLDGS INC COM 17,008 -7 (0.04) 2,086,886
FLAGSTAR BANCORP INC COM PAR .001 13,482 13,482 New 705,505
SUPERNUS PHARMACEUTICALS INC COM 12,415 12,415 New 1,345,031
VIAD CORP COM NEW 10,879 5,491 101.93 480,509
GSI GROUP INC CDA NEW COM NEW 10,549 899 9.31 876,888
REACHLOCAL INC COM 10,332 8,303 409.25 1,537,507
GILAT SATELLITE NETWORKS LTD SHS NEW 9,599 902 10.37 2,059,833
CLICKSOFTWARE TECHNOLOGIES LTD ORD 8,804 -1,895 (17.71) 1,143,318
EXA CORP COM 7,126 -218 (2.97) 733,849
NUTRACEUTICAL INTL CORP COM 6,737 431 6.83 290,376
AEROFLEX HLDG CORP COM 4,747 4,747 New 448,650