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) 249

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

Sector Weighting

Basic Materials
Capital Goods 1.28%
Conglomerates 4.67%
Consumer Cyclical
Consumer/Non-Cyclical 2.93%
Energy 11%
Financial 3.05%
Healthcare 28.88%
Services 16.78%
Technology 31.41%
Transportation
Utilities

22 Positions as of 06/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AGILYSYS INC COM 6,934 4,137 147.91 647,477
BRAVO BRIO RESTAURANT GROUP IN COM 12,089 -3,700 (23.43) 933,527
BRIGHTCOVE INC COM 4,933 4,933 New 959,753
CARBONITE INC COM 21,678 1,267 6.21 2,178,699
CHECKPOINT SYS INC COM 784 784 New 64,488
EXA CORP COM 9,731 2,282 30.64 958,712
INTRALINKS HLDGS INC COM 20,340 3,603 21.53 2,536,176
K12 INC COM 9,663 -5,877 (37.82) 649,855
NUTRACEUTICAL INTL CORP COM 7,299 806 12.41 326,414
RALLY SOFTWARE DEV CORP COM 11,605 11,605 New 1,178,199
REACHLOCAL INC COM 5,277 -888 (14.41) 1,315,963
RESOLUTE ENERGY CORP COM 9,373 -458 (4.66) 2,662,816
SUPERNUS PHARMACEUTICALS INC COM 19,650 9,105 86.34 2,506,346
TESCO CORP COM 17,987 -2,423 (11.87) 1,050,023
ZUMIEZ INC COM 13,915 -16,254 (53.88) 429,618
BIO-REFERENCE LABS INC COM $.01 NEW 23,465 4,753 25.40 813,921
GSI GROUP INC CDA NEW COM NEW 3,188 -6,931 (68.49) 276,287
VIAD CORP COM NEW -10,389 Sold Out 0
FLAGSTAR BANCORP INC COM PAR .001 7,583 -3,458 (31.32) 484,518
CLICKSOFTWARE TECHNOLOGIES LTD ORD 4,566 -3,175 (41.02) 674,391


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