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) 314

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

Sector Weighting

Basic Materials
Capital Goods 3.23%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 2.15%
Energy 14.68%
Financial 4.22%
Healthcare 17.39%
Services 27.94%
Technology 30.39%
Transportation
Utilities

24 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ZUMIEZ INC COM 25,112 15,366 157.67 931,437
TESCO CORP COM 24,389 8,333 51.90 1,191,454
PLX TECHNOLOGY INC COM 24,279 5,322 28.08 3,735,178
HORIZON PHARMA INC COM 22,392 -34,122 (60.38) 2,447,247
RESOLUTE ENERGY CORP COM 21,757 14,892 216.93 2,792,930
CARBONITE INC COM 21,088 11,705 124.74 2,051,361
BIO-REFERENCE LABS INC COM $.01 NEW 20,224 20,224 New 649,052
BRAVO BRIO RESTAURANT GROUP IN COM 18,593 1,897 11.36 1,219,244
INTRALINKS HLDGS INC COM 16,695 -6 (0.04) 2,086,886
FLAGSTAR BANCORP INC COM PAR .001 13,256 13,256 New 705,505
SUPERNUS PHARMACEUTICALS INC COM 12,065 12,065 New 1,345,031
VIAD CORP COM NEW 10,379 5,239 101.93 480,509
GSI GROUP INC CDA NEW COM NEW 10,154 865 9.31 876,888
REACHLOCAL INC COM 9,702 7,797 409.25 1,537,507
GILAT SATELLITE NETWORKS LTD SHS NEW 9,681 909 10.37 2,059,833
CLICKSOFTWARE TECHNOLOGIES LTD ORD 8,666 -1,866 (17.71) 1,143,318
EXA CORP COM 6,979 -214 (2.97) 733,849
NUTRACEUTICAL INTL CORP COM 6,757 432 6.83 290,376
AEROFLEX HLDG CORP COM 4,724 4,724 New 448,650
AGILYSYS INC COM 3,437 2,843 478.43 261,173