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) 296

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

Sector Weighting

Basic Materials
Capital Goods 3.57%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 2.58%
Energy 7.62%
Financial 2.84%
Healthcare 33.97%
Services 22.74%
Technology 26.68%
Transportation
Utilities

27 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
KRATOS DEFENSE & SEC SOLUTIONS COM NEW -4,555 Sold Out 0
LYDALL INC DEL COM -3,073 Sold Out 0
MILLENNIAL MEDIA INC COM -494 Sold Out 0
MONSTER WORLDWIDE INC COM -8,553 Sold Out 0
NTELOS HLDGS CORP COM NEW -8,766 Sold Out 0
XO GROUP INC COM -2,233 Sold Out 0
ACTUATE CORP COM 6 -4,039 (99.84) 1,111
CARDIOVASCULAR SYS INC DEL COM 9,286 -10,425 (52.89) 341,637
CLICKSOFTWARE TECHNOLOGIES LTD ORD 13,269 -2,435 (15.51) 1,389,442
AMERICAN PUBLIC EDUCATION INC COM 9,417 -1,560 (14.21) 266,631
INTRALINKS HLDGS INC COM 20,543 -1,436 (6.53) 2,087,686
HORIZON PHARMA INC COM 91,163 -1,002 (1.09) 6,176,376
EXA CORP COM 8,872 -32 (0.36) 756,339
AGILYSYS INC COM 563 563 New 45,152
CARBONITE INC COM 8,361 8,361 New 912,776
CENTRAL PAC FINL CORP COM NEW 8,396 8,396 New 437,053
GSI GROUP INC CDA NEW COM NEW 10,565 10,565 New 802,177
REACHLOCAL INC COM 3,149 3,149 New 301,916
RESOLUTE ENERGY CORP COM 6,812 6,812 New 881,241
VIAD CORP COM NEW 5,602 5,602 New 237,958


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