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

23 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CHECKPOINT SYS INC COM 893 893 New 64,488
AEROFLEX HLDG CORP COM -4,738 Sold Out 0
VIAD CORP COM NEW -10,542 Sold Out 0