MURPHY MICHAEL R Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 22
New Positions 3
Increased Positions 10
Decreased Positions 11
Positions with Activity 21
Sold Out Positions 1
Total Mkt Value (in $ millions) 251

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 4.79%
Consumer Cyclical
Consumer/Non-Cyclical 2.9%
Energy 11.12%
Financial 3.18%
Healthcare 28.3%
Services 16.52%
Technology 31.93%
Transportation
Utilities

22 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
VIAD CORP COM NEW -10,187 Sold Out 0
GSI GROUP INC CDA NEW COM NEW 3,169 -6,889 (68.49) 276,287
ZUMIEZ INC COM 13,466 -15,730 (53.88) 429,618
CLICKSOFTWARE TECHNOLOGIES LTD ORD 4,910 -3,414 (41.02) 674,391
K12 INC COM 9,572 -5,822 (37.82) 649,855
FLAGSTAR BANCORP INC COM PAR .001 7,961 -3,631 (31.32) 484,518
BRAVO BRIO RESTAURANT GROUP IN COM 12,351 -3,780 (23.43) 933,527
REACHLOCAL INC COM 5,251 -884 (14.41) 1,315,963
TESCO CORP COM 17,903 -2,411 (11.87) 1,050,023
RESOLUTE ENERGY CORP COM 9,986 -488 (4.66) 2,662,816
HORIZON PHARMA PLC SHS 28,216 -343 (1.2) 2,417,854
BRIGHTCOVE INC COM 5,010 5,010 New 959,753
CHECKPOINT SYS INC COM 773 773 New 64,488
GILAT SATELLITE NETWORKS LTD SHS NEW 10,031 New 2,059,833
RALLY SOFTWARE DEV CORP COM 12,006 12,006 New 1,178,199
CARBONITE INC COM 22,310 1,304 6.21 2,178,699
NUTRACEUTICAL INTL CORP COM 7,276 803 12.41 326,414
INTRALINKS HLDGS INC COM 20,442 3,621 21.53 2,536,176
BIO-REFERENCE LABS INC COM $.01 NEW 22,985 4,656 25.40 813,921
EXA CORP COM 10,450 2,451 30.64 958,712


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