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) 280

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

Sector Weighting

Basic Materials
Capital Goods 1.27%
Conglomerates 4.86%
Consumer Cyclical
Consumer/Non-Cyclical 2.83%
Energy 15.62%
Financial 3.02%
Healthcare 25.49%
Services 16.97%
Technology 29.94%
Transportation
Utilities

10 INCREASED 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 23,644 4,789 25.40 813,921
CARBONITE INC COM 23,225 1,357 6.21 2,178,699
SUPERNUS PHARMACEUTICALS INC COM 22,695 10,516 86.34 2,506,346
INTRALINKS HLDGS INC COM 19,934 3,531 21.53 2,536,176
RALLY SOFTWARE DEV CORP COM 13,596 13,596 New 1,178,199
EXA CORP COM 11,505 2,698 30.64 958,712
AGILYSYS INC COM 8,081 4,821 147.91 647,477
NUTRACEUTICAL INTL CORP COM 7,912 874 12.41 326,414
BRIGHTCOVE INC COM 5,835 5,835 New 959,753
CHECKPOINT SYS INC COM 893 893 New 64,488