MURPHY MICHAEL R Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 31
New Positions 10
Increased Positions 16
Decreased Positions 11
Positions with Activity 27
Sold Out Positions 6
Total Mkt Value (in $ millions) 304

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

Sector Weighting

Basic Materials 4.59%
Capital Goods 0%
Conglomerates 8.34%
Consumer Cyclical
Consumer/Non-Cyclical 2.86%
Energy 3.95%
Financial 1.15%
Healthcare 36.18%
Services 6.4%
Technology 36.54%
Transportation
Utilities

16 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INTRALINKS HLDGS INC COM 31,898 2,884 9.94 2,788,292
SUPERNUS PHARMACEUTICALS INC COM 24,676 3,322 15.56 2,896,222
VOLCANO CORPORATION COM 20,683 20,683 New 1,152,246
RALLY SOFTWARE DEV CORP COM 16,919 3,700 27.99 1,507,967
AGILYSYS INC COM 15,697 7,506 91.64 1,240,841
AMERICAN VANGUARD CORP COM 13,942 13,942 New 1,189,555
EXA CORP COM 11,610 163 1.42 972,367
GENOMIC HEALTH INC COM 9,450 9,450 New 291,292
NUTRACEUTICAL INTL CORP COM 8,686 1,534 21.45 396,426
BAZAARVOICE INC COM 8,433 8,433 New 1,064,727
ACTUATE CORP COM 5,402 5,402 New 818,485
CENTRAL PAC FINL CORP COM NEW 3,488 3,488 New 166,080
MERCURY SYS INC COM 2,515 2,515 New 179,907
ZIX CORP COM 2,051 2,051 New 549,946
SURMODICS INC COM 391 391 New 17,860
DATAWATCH CORP COM NEW 340 340 New 37,499


Create your free portfolio