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) 301

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

Sector Weighting

Basic Materials 4.61%
Capital Goods 0%
Conglomerates 8.32%
Consumer Cyclical
Consumer/Non-Cyclical 2.9%
Energy 4.14%
Financial 1.11%
Healthcare 36.02%
Services 6.68%
Technology 36.22%
Transportation
Utilities

31 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MERCURY SYS INC COM 2,513 2,513 New 179,907
REACHLOCAL INC COM 2,374 -2,495 (51.24) 641,621
ZIX CORP COM 2,040 2,040 New 549,946
SURMODICS INC COM 389 389 New 17,860
DATAWATCH CORP COM NEW 343 343 New 37,499
BRIGHTCOVE INC COM -7,611 Sold Out 0
CHECKPOINT SYS INC COM -884 Sold Out 0
CLICKSOFTWARE TECHNOLOGIES LTD ORD -4,835 Sold Out 0
FLAGSTAR BANCORP INC COM PAR .001 -7,554 Sold Out 0
GSI GROUP INC CDA NEW COM NEW -4,039 Sold Out 0
ZUMIEZ INC COM -16,257 Sold Out 0