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) 339

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

Sector Weighting

Basic Materials
Capital Goods 3.09%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 2%
Energy 13.54%
Financial 3.71%
Healthcare 21.07%
Services 26.71%
Technology 29.88%
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
HORIZON PHARMA INC COM 37,492 -57,130 (60.38) 2,447,247
ZUMIEZ INC COM 26,928 16,477 157.67 931,437
CARBONITE INC COM 24,268 13,469 124.74 2,051,361
PLX TECHNOLOGY INC COM 24,204 5,306 28.08 3,735,178
TESCO CORP COM 24,187 8,264 51.90 1,191,454
RESOLUTE ENERGY CORP COM 21,673 14,835 216.93 2,792,930
BIO-REFERENCE LABS INC COM $.01 NEW 19,731 19,731 New 649,052
BRAVO BRIO RESTAURANT GROUP IN COM 18,776 1,915 11.36 1,219,244
INTRALINKS HLDGS INC COM 18,219 -7 (0.04) 2,086,886
SUPERNUS PHARMACEUTICALS INC COM 14,150 14,150 New 1,345,031
FLAGSTAR BANCORP INC COM PAR .001 12,558 12,558 New 705,505
VIAD CORP COM NEW 10,960 5,533 101.93 480,509
REACHLOCAL INC COM 10,886 8,748 409.25 1,537,507
GSI GROUP INC CDA NEW COM NEW 10,479 893 9.31 876,888
GILAT SATELLITE NETWORKS LTD SHS NEW 9,527 895 10.37 2,059,833
CLICKSOFTWARE TECHNOLOGIES LTD ORD 9,072 -1,953 (17.71) 1,143,318
EXA CORP COM 7,610 -233 (2.97) 733,849
NUTRACEUTICAL INTL CORP COM 6,780 434 6.83 290,376
AEROFLEX HLDG CORP COM 4,742 4,742 New 448,650
AGILYSYS INC COM 3,591 2,970 478.43 261,173


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