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) 276

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

Sector Weighting

Basic Materials
Capital Goods 1.26%
Conglomerates 4.27%
Consumer Cyclical
Consumer/Non-Cyclical 2.87%
Energy 15.65%
Financial 3.05%
Healthcare 25.66%
Services 17.06%
Technology 30.17%
Transportation
Utilities

23 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
ZUMIEZ INC COM 13,812 -16,133 (53.88) 429,618
VIAD CORP COM NEW -10,547 Sold Out 0
GSI GROUP INC CDA NEW COM NEW 3,481 -7,568 (68.49) 276,287
K12 INC COM 12,178 -7,406 (37.82) 649,855
AEROFLEX HLDG CORP COM -4,787 Sold Out 0
BRAVO BRIO RESTAURANT GROUP IN COM 13,387 -4,097 (23.43) 933,527
FLAGSTAR BANCORP INC COM PAR .001 8,397 -3,830 (31.32) 484,518
CLICKSOFTWARE TECHNOLOGIES LTD ORD 5,382 -3,742 (41.02) 674,391
TESCO CORP COM 22,082 -2,974 (11.87) 1,050,023
REACHLOCAL INC COM 6,764 -1,139 (14.41) 1,315,963
RESOLUTE ENERGY CORP COM 21,063 -1,029 (4.66) 2,662,816
HORIZON PHARMA INC COM 24,565 -299 (1.2) 2,417,854
GILAT SATELLITE NETWORKS LTD SHS NEW 9,702 New 2,059,833
NUTRACEUTICAL INTL CORP COM 7,909 873 12.41 326,414
CHECKPOINT SYS INC COM 876 876 New 64,488
CARBONITE INC COM 22,855 1,336 6.21 2,178,699
EXA CORP COM 11,342 2,660 30.64 958,712
INTRALINKS HLDGS INC COM 20,036 3,549 21.53 2,536,176
AGILYSYS INC COM 8,061 4,809 147.91 647,477
BIO-REFERENCE LABS INC COM $.01 NEW 24,092 4,880 25.40 813,921