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) 308

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

Sector Weighting

Basic Materials 1%
Capital Goods
Conglomerates 12.17%
Consumer Cyclical
Consumer/Non-Cyclical 2.56%
Energy 1.18%
Financial 2.67%
Healthcare 44.66%
Services 1.28%
Technology 34.47%
Transportation
Utilities

24 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
GENOMIC HEALTH INC COM -8,849 Sold Out 0
REACHLOCAL INC COM -1,809 Sold Out 0
SURMODICS INC COM -470 Sold Out 0
TESCO CORP COM -8,732 Sold Out 0
BRAVO BRIO RESTAURANT GROUP IN COM 126 -10,814 (98.85) 8,334
AMERICAN VANGUARD CORP COM 3,087 -10,640 (77.51) 267,512
K12 INC COM 3,807 -6,376 (62.62) 242,948
ZIX CORP COM 1,686 -524 (23.72) 419,482
CARBONITE INC COM 20,546 -3,899 (15.95) 1,831,163
HORIZON PHARMA PLC SHS 67,419 -6,464 (8.75) 2,187,854
INTRALINKS HLDGS INC COM 25,233 -2,204 (8.03) 2,564,331
EXA CORP COM 10,871 New 972,367
GILAT SATELLITE NETWORKS LTD SHS NEW 12,956 New 2,059,833
KOFAX LTD COM USD 4,075 4,075 New 370,469
RESOLUTE ENERGY CORP COM 3,621 New 2,662,816
NUTRACEUTICAL INTL CORP COM 7,879 93 1.19 401,153
RALLY SOFTWARE DEV CORP COM 23,466 771 3.40 1,559,205
BIO-REFERENCE LABS INC COM $.01 NEW 28,295 1,028 3.77 818,246
SUPERNUS PHARMACEUTICALS INC COM 41,698 2,685 6.88 3,095,589
AGILYSYS INC COM 16,988 4,741 38.71 1,721,218


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