MURPHY MICHAEL R Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 24
New Positions 1
Increased Positions 10
Decreased Positions 11
Positions with Activity 21
Sold Out Positions 4
Total Mkt Value (in $ millions) 313

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

Sector Weighting

Basic Materials 0.93%
Capital Goods
Conglomerates 12.27%
Consumer Cyclical
Consumer/Non-Cyclical 2.56%
Energy 1.14%
Financial 2.56%
Healthcare 44.95%
Services 1.24%
Technology 34.35%
Transportation
Utilities

24 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
BRAVO BRIO RESTAURANT GROUP IN COM 128 -10,950 (98.85) 8,334
AMERICAN VANGUARD CORP COM 2,913 -10,041 (77.51) 267,512
TESCO CORP COM -8,923 Sold Out 0
GENOMIC HEALTH INC COM -8,911 Sold Out 0
HORIZON PHARMA PLC SHS 69,464 -6,660 (8.75) 2,187,854
K12 INC COM 3,768 -6,311 (62.62) 242,948
CARBONITE INC COM 20,234 -3,840 (15.95) 1,831,163
INTRALINKS HLDGS INC COM 26,028 -2,273 (8.03) 2,564,331
REACHLOCAL INC COM -1,835 Sold Out 0
ZIX CORP COM 1,909 -594 (23.72) 419,482
SURMODICS INC COM -474 Sold Out 0
EXA CORP COM 11,493 New 972,367
GILAT SATELLITE NETWORKS LTD SHS NEW 13,039 New 2,059,833
RESOLUTE ENERGY CORP COM 3,568 New 2,662,816
NUTRACEUTICAL INTL CORP COM 8,019 94 1.19 401,153
RALLY SOFTWARE DEV CORP COM 24,214 796 3.40 1,559,205
BIO-REFERENCE LABS INC COM $.01 NEW 28,827 1,048 3.77 818,246
DATAWATCH CORP COM NEW 2,087 1,796 617.13 268,917
SUPERNUS PHARMACEUTICALS INC COM 42,595 2,743 6.88 3,095,589
KOFAX LTD COM USD 4,083 4,083 New 370,469