MURPHY MICHAEL R Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 27
New Positions 8
Increased Positions 16
Decreased Positions 10
Positions with Activity 26
Sold Out Positions 4
Total Mkt Value (in $ millions) 295

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

Sector Weighting

Basic Materials
Capital Goods
Conglomerates 13.15%
Consumer Cyclical
Consumer/Non-Cyclical 3.79%
Energy 0.45%
Financial 0%
Healthcare 20.1%
Services 0%
Technology 40.55%
Transportation
Utilities

27 Positions as of 06/30/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AEROHIVE NETWORKS INC COM 16,879 11,432 209.85 2,771,668
AGILYSYS INC COM 22,659 1,962 9.48 2,263,632
AMBER RD INC COM 9,367 8,846 1,696.77 1,931,385
AMERICAN RESIDENTIAL PPTYS INC COM 13,715 13,715 New 821,738
ASCENA RETAIL GROUP INC COM -3,800 Sold Out 0
BAZAARVOICE INC COM 25,042 303 1.22 4,834,294
CARBONITE INC COM -8,107 Sold Out 0
EXA CORP COM 10,022 -664 (6.22) 911,903
GUIDANCE SOFTWARE INC COM -258 Sold Out 0
IMPRIVATA INC COM 2,096 2,096 New 105,313
INTERACTIVE INTELLIGENCE GROUP COM 20,303 11,334 126.37 575,163
INTRALINKS HLDGS INC COM 17,600 -5,792 (24.76) 1,770,610
MERCURY SYS INC COM 9,587 -4,573 (32.29) 606,784
MURPHY USA INC COM 13,943 13,943 New 282,524
NANOMETRICS INC COM 2,027 2,027 New 148,139
NUTRACEUTICAL INTL CORP COM 11,162 1,121 11.16 470,987
NUVASIVE INC COM 20,856 20,856 New 400,994
OPKO HEALTH INC COM 3,070 -21,254 (87.38) 283,995
RESOLUTE ENERGY CORP COM 1,331 New 2,662,816
SUPERNUS PHARMACEUTICALS INC COM 35,311 -14,487 (29.09) 1,875,227