MURPHY MICHAEL R Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 23
New Positions 3
Increased Positions 10
Decreased Positions 12
Positions with Activity 22
Sold Out Positions 2
Total Mkt Value (in $ millions) 274

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

Sector Weighting

Basic Materials
Capital Goods 1.23%
Conglomerates 4.08%
Consumer Cyclical
Consumer/Non-Cyclical 2.84%
Energy 15.22%
Financial 3.24%
Healthcare 25.76%
Services 17.57%
Technology 30.05%
Transportation
Utilities

22 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BIO-REFERENCE LABS INC COM $.01 NEW 25,712 5,208 25.40 813,921
HORIZON PHARMA INC COM 23,453 -285 (1.2) 2,417,854
CARBONITE INC COM 23,029 1,346 6.21 2,178,699
TESCO CORP COM 21,567 -2,905 (11.87) 1,050,023
SUPERNUS PHARMACEUTICALS INC COM 21,530 9,976 86.34 2,506,346
INTRALINKS HLDGS INC COM 20,771 3,680 21.53 2,536,176
RESOLUTE ENERGY CORP COM 20,184 -986 (4.66) 2,662,816
ZUMIEZ INC COM 13,726 -16,033 (53.88) 429,618
BRAVO BRIO RESTAURANT GROUP IN COM 13,471 -4,123 (23.43) 933,527
K12 INC COM 12,705 -7,727 (37.82) 649,855
RALLY SOFTWARE DEV CORP COM 11,205 11,205 New 1,178,199
EXA CORP COM 9,635 2,260 30.64 958,712
FLAGSTAR BANCORP INC COM PAR .001 8,891 -4,055 (31.32) 484,518
AGILYSYS INC COM 8,003 4,775 147.91 647,477
NUTRACEUTICAL INTL CORP COM 7,801 861 12.41 326,414
REACHLOCAL INC COM 7,435 -1,252 (14.41) 1,315,963
BRIGHTCOVE INC COM 5,845 5,845 New 959,753
CLICKSOFTWARE TECHNOLOGIES LTD ORD 5,496 -3,822 (41.02) 674,391
GSI GROUP INC CDA NEW COM NEW 3,385 -7,357 (68.49) 276,287
CHECKPOINT SYS INC COM 885 885 New 64,488