MURPHY MICHAEL R Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 27
New Positions 8
Increased Positions 16
Decreased Positions 10
Positions with Activity 26
Sold Out Positions 4
Total Mkt Value (in $ millions) 285

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

Sector Weighting

Basic Materials
Capital Goods
Conglomerates 13.14%
Consumer Cyclical
Consumer/Non-Cyclical 3.82%
Energy 0.37%
Financial 0%
Healthcare 19.25%
Services 0%
Technology 40.59%
Transportation
Utilities

26 Activity Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SUPERNUS PHARMACEUTICALS INC COM 30,904 -12,679 (29.09) 1,875,227
BAZAARVOICE INC COM 23,930 289 1.22 4,834,294
INTERNAP CORP COM PAR $.001 23,664 14,881 169.44 2,991,682
AGILYSYS INC COM 21,595 1,870 9.48 2,263,632
NUVASIVE INC COM 20,739 20,739 New 400,994
INTERACTIVE INTELLIGENCE GROUP COM 20,237 11,297 126.37 575,163
INTRALINKS HLDGS INC COM 18,308 -6,025 (24.76) 1,770,610
AEROHIVE NETWORKS INC COM 16,879 11,432 209.85 2,771,668
MURPHY USA INC COM 13,968 13,968 New 282,524
AMERICAN RESIDENTIAL PPTYS INC COM 13,534 13,534 New 821,738
TUBEMOGUL INC COM 13,025 11,046 558.09 1,188,455
NUTRACEUTICAL INTL CORP COM 10,889 1,093 11.16 470,987
EXA CORP COM 10,040 -666 (6.22) 911,903
YODLEE INC COM 9,765 9,765 New 611,092
AMBER RD INC COM 9,329 8,809 1,696.77 1,931,385
MERCURY SYS INC COM 9,320 -4,446 (32.29) 606,784
GILAT SATELLITE NETWORKS LTD SHS NEW 8,047 -707 (8.08) 1,893,479
OPKO HEALTH INC COM 3,235 -22,395 (87.38) 283,995
TECHTARGET INC COM 2,538 2,538 New 288,428
IMPRIVATA INC COM 2,130 2,130 New 105,313