MURPHY MICHAEL R Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 22
New Positions 3
Increased Positions 10
Decreased Positions 11
Positions with Activity 21
Sold Out Positions 1
Total Mkt Value (in $ millions) 252

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

Sector Weighting

Basic Materials
Capital Goods 1.3%
Conglomerates 4.59%
Consumer Cyclical
Consumer/Non-Cyclical 2.87%
Energy 11.34%
Financial 2.89%
Healthcare 28.76%
Services 16.8%
Technology 31.45%
Transportation
Utilities

21 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HORIZON PHARMA PLC SHS 29,836 -363 (1.2) 2,417,854
BIO-REFERENCE LABS INC COM $.01 NEW 23,872 4,836 25.40 813,921
CARBONITE INC COM 22,070 1,290 6.21 2,178,699
INTRALINKS HLDGS INC COM 20,391 3,612 21.53 2,536,176
SUPERNUS PHARMACEUTICALS INC COM 18,823 8,721 86.34 2,506,346
TESCO CORP COM 18,617 -2,508 (11.87) 1,050,023
ZUMIEZ INC COM 14,165 -16,545 (53.88) 429,618
BRAVO BRIO RESTAURANT GROUP IN COM 12,313 -3,769 (23.43) 933,527
RALLY SOFTWARE DEV CORP COM 11,570 11,570 New 1,178,199
EXA CORP COM 10,057 2,359 30.64 958,712
RESOLUTE ENERGY CORP COM 9,986 -488 (4.66) 2,662,816
K12 INC COM 9,728 -5,916 (37.82) 649,855
FLAGSTAR BANCORP INC COM PAR .001 7,287 -3,324 (31.32) 484,518
NUTRACEUTICAL INTL CORP COM 7,243 800 12.41 326,414
AGILYSYS INC COM 7,045 4,203 147.91 647,477
REACHLOCAL INC COM 5,356 -902 (14.41) 1,315,963
BRIGHTCOVE INC COM 4,991 4,991 New 959,753
CLICKSOFTWARE TECHNOLOGIES LTD ORD 4,822 -3,353 (41.02) 674,391
GSI GROUP INC CDA NEW COM NEW 3,277 -7,123 (68.49) 276,287
CHECKPOINT SYS INC COM 806 806 New 64,488


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