MURPHY MICHAEL R Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 31
New Positions 10
Increased Positions 16
Decreased Positions 11
Positions with Activity 27
Sold Out Positions 6
Total Mkt Value (in $ millions) 301

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

Sector Weighting

Basic Materials 4.61%
Capital Goods 0%
Conglomerates 8.32%
Consumer Cyclical
Consumer/Non-Cyclical 2.9%
Energy 4.14%
Financial 1.11%
Healthcare 36.02%
Services 6.68%
Technology 36.22%
Transportation
Utilities

31 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
BRIGHTCOVE INC COM -7,611 Sold Out 0
CHECKPOINT SYS INC COM -884 Sold Out 0
CLICKSOFTWARE TECHNOLOGIES LTD ORD -4,835 Sold Out 0
FLAGSTAR BANCORP INC COM PAR .001 -7,554 Sold Out 0
GSI GROUP INC CDA NEW COM NEW -4,039 Sold Out 0
ZUMIEZ INC COM -16,257 Sold Out 0
REACHLOCAL INC COM 2,374 -2,495 (51.24) 641,621
TESCO CORP COM 9,306 -4,481 (32.5) 708,742
BRAVO BRIO RESTAURANT GROUP IN COM 9,296 -2,690 (22.45) 723,997
BIO-REFERENCE LABS INC COM $.01 NEW 24,657 -795 (3.12) 788,508
HORIZON PHARMA PLC SHS 29,371 -248 (0.84) 2,397,620
ACTUATE CORP COM 5,386 5,386 New 818,485
AMERICAN VANGUARD CORP COM 13,882 13,882 New 1,189,555
BAZAARVOICE INC COM 8,475 8,475 New 1,064,727
CARBONITE INC COM 29,630 New 2,178,699
CENTRAL PAC FINL CORP COM NEW 3,330 3,330 New 166,080
DATAWATCH CORP COM NEW 343 343 New 37,499
GENOMIC HEALTH INC COM 9,065 9,065 New 291,292
GILAT SATELLITE NETWORKS LTD SHS NEW 9,928 New 2,059,833
K12 INC COM 8,442 New 649,855