MURPHY MICHAEL R Information

C/O DISCOVERY GROUP I, LLC, CHICAGO, Illinois, 60606,

Report Date: 12/31/2013

Position Statistics

Total Positions 27
New Positions 8
Increased Positions 14
Decreased Positions 13
Positions with Activity 27
Sold Out Positions 6
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 3.63%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 2.61%
Energy 7.74%
Financial 2.98%
Healthcare 32.3%
Services 23.57%
Technology 27.16%
Transportation
Utilities

27 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
CARDIOVASCULAR SYS INC DEL COM 8,941 -10,038 (52.89) 341,637
NTELOS HLDGS CORP COM NEW -8,468 Sold Out 0
MONSTER WORLDWIDE INC COM -8,418 Sold Out 0
KRATOS DEFENSE & SEC SOLUTIONS COM NEW -4,330 Sold Out 0
ACTUATE CORP COM 6 -4,004 (99.84) 1,111
LYDALL INC DEL COM -3,085 Sold Out 0
CLICKSOFTWARE TECHNOLOGIES LTD ORD 13,047 -2,394 (15.51) 1,389,442
XO GROUP INC COM -2,206 Sold Out 0
AMERICAN PUBLIC EDUCATION INC COM 9,025 -1,495 (14.21) 266,631
INTRALINKS HLDGS INC COM 19,061 -1,332 (6.53) 2,087,686
HORIZON PHARMA INC COM 81,405 -895 (1.09) 6,176,376
MILLENNIAL MEDIA INC COM -480 Sold Out 0
EXA CORP COM 9,076 -32 (0.36) 756,339
NUTRACEUTICAL INTL CORP COM 7,311 531 7.84 271,802
AGILYSYS INC COM 556 556 New 45,152
GILAT SATELLITE NETWORKS LTD SHS NEW 9,014 2,640 41.42 1,866,334
REACHLOCAL INC COM 3,161 3,161 New 301,916
PLX TECHNOLOGY INC COM 17,119 3,255 23.48 2,916,370
TESCO CORP COM 15,076 3,566 30.98 784,382
VIAD CORP COM NEW 5,563 5,563 New 237,958