MURPHY MICHAEL R Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 24
New Positions 1
Increased Positions 10
Decreased Positions 11
Positions with Activity 21
Sold Out Positions 4
Total Mkt Value (in $ millions) 313

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

Sector Weighting

Basic Materials 0.93%
Capital Goods
Conglomerates 12.27%
Consumer Cyclical
Consumer/Non-Cyclical 2.56%
Energy 1.14%
Financial 2.56%
Healthcare 44.95%
Services 1.24%
Technology 34.35%
Transportation
Utilities

11 DECREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HORIZON PHARMA PLC SHS 69,464 -6,660 (8.75) 2,187,854
INTRALINKS HLDGS INC COM 26,028 -2,273 (8.03) 2,564,331
CARBONITE INC COM 20,234 -3,840 (15.95) 1,831,163
K12 INC COM 3,768 -6,311 (62.62) 242,948
AMERICAN VANGUARD CORP COM 2,913 -10,041 (77.51) 267,512
ZIX CORP COM 1,909 -594 (23.72) 419,482
BRAVO BRIO RESTAURANT GROUP IN COM 128 -10,950 (98.85) 8,334
GENOMIC HEALTH INC COM -8,911 Sold Out 0
REACHLOCAL INC COM -1,835 Sold Out 0
SURMODICS INC COM -474 Sold Out 0
TESCO CORP COM -8,923 Sold Out 0