MURPHY MICHAEL R Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 25
New Positions 4
Increased Positions 16
Decreased Positions 8
Positions with Activity 24
Sold Out Positions 4
Total Mkt Value (in $ millions) 328

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

Sector Weighting

Basic Materials
Capital Goods 3.16%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 2.06%
Energy 14.19%
Financial 4.14%
Healthcare 20.17%
Services 26.94%
Technology 29.33%
Transportation
Utilities

25 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
ACTUATE CORP COM -5 Sold Out 0
AMERICAN PUBLIC EDUCATION INC COM -9,228 Sold Out 0
CARDIOVASCULAR SYS INC DEL COM -9,378 Sold Out 0
CENTRAL PAC FINL CORP COM NEW -7,898 Sold Out 0
HORIZON PHARMA INC COM 34,017 -51,835 (60.38) 2,447,247
CLICKSOFTWARE TECHNOLOGIES LTD ORD 8,735 -1,880 (17.71) 1,143,318
EXA CORP COM 6,986 -214 (2.97) 733,849
INTRALINKS HLDGS INC COM 16,758 -6 (0.04) 2,086,886
AEROFLEX HLDG CORP COM 4,733 4,733 New 448,650
BIO-REFERENCE LABS INC COM $.01 NEW 20,004 20,004 New 649,052
FLAGSTAR BANCORP INC COM PAR .001 13,574 13,574 New 705,505
K12 INC COM 23,546 New 1,045,076
SUPERNUS PHARMACEUTICALS INC COM 12,025 12,025 New 1,345,031
NUTRACEUTICAL INTL CORP COM 6,737 431 6.83 290,376
GSI GROUP INC CDA NEW COM NEW 10,347 882 9.31 876,888
GILAT SATELLITE NETWORKS LTD SHS NEW 9,599 902 10.37 2,059,833
BRAVO BRIO RESTAURANT GROUP IN COM 19,118 1,950 11.36 1,219,244
PLX TECHNOLOGY INC COM 24,241 5,314 28.08 3,735,178
TESCO CORP COM 24,592 8,402 51.90 1,191,454
VIAD CORP COM NEW 10,576 5,339 101.93 480,509