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) 266

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

Sector Weighting

Basic Materials
Capital Goods 1.19%
Conglomerates 5.31%
Consumer Cyclical
Consumer/Non-Cyclical 2.56%
Energy 14.09%
Financial 3.06%
Healthcare 27.9%
Services 15.05%
Technology 30.83%
Transportation
Utilities

11 DECREASED 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 29,691 -361 (1.2) 2,417,854
TESCO CORP COM 20,843 -2,807 (11.87) 1,050,023
RESOLUTE ENERGY CORP COM 16,696 -816 (4.66) 2,662,816
BRAVO BRIO RESTAURANT GROUP IN COM 12,108 -3,706 (23.43) 933,527
ZUMIEZ INC COM 12,072 -14,101 (53.88) 429,618
K12 INC COM 10,372 -6,308 (37.82) 649,855
FLAGSTAR BANCORP INC COM PAR .001 8,154 -3,719 (31.32) 484,518
CLICKSOFTWARE TECHNOLOGIES LTD ORD 5,415 -3,765 (41.02) 674,391
REACHLOCAL INC COM 4,751 -800 (14.41) 1,315,963
GSI GROUP INC CDA NEW COM NEW 3,175 -6,901 (68.49) 276,287
VIAD CORP COM NEW -9,923 Sold Out 0