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) 285

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

Sector Weighting

Basic Materials 4.66%
Capital Goods 0%
Conglomerates 8%
Consumer Cyclical
Consumer/Non-Cyclical 3.02%
Energy 6.77%
Financial 1.12%
Healthcare 35.04%
Services 6.9%
Technology 34.5%
Transportation
Utilities

10 New Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMERICAN VANGUARD CORP COM 13,264 13,264 New 1,189,555
VOLCANO CORPORATION COM 12,928 12,928 New 1,152,246
GENOMIC HEALTH INC COM 9,662 9,662 New 291,292
BAZAARVOICE INC COM 7,975 7,975 New 1,064,727
CENTRAL PAC FINL CORP COM NEW 3,182 3,182 New 166,080
ACTUATE CORP COM 2,979 2,979 New 818,485
MERCURY SYS INC COM 2,350 2,350 New 179,907
ZIX CORP COM 1,804 1,804 New 549,946
SURMODICS INC COM 380 380 New 17,860
DATAWATCH CORP COM NEW 336 336 New 37,499


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