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

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 22,839 4,626 25.40 813,921
CARBONITE INC COM 22,310 1,304 6.21 2,178,699
SUPERNUS PHARMACEUTICALS INC COM 21,780 10,092 86.34 2,506,346
INTRALINKS HLDGS INC COM 20,543 3,639 21.53 2,536,176
RALLY SOFTWARE DEV CORP COM 14,150 14,150 New 1,178,199
EXA CORP COM 10,814 2,536 30.64 958,712
AGILYSYS INC COM 7,595 4,531 147.91 647,477
NUTRACEUTICAL INTL CORP COM 6,825 754 12.41 326,414
BRIGHTCOVE INC COM 5,355 5,355 New 959,753
CHECKPOINT SYS INC COM 789 789 New 64,488


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