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) 341

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

Sector Weighting

Basic Materials
Capital Goods 3.09%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 2%
Energy 13.76%
Financial 3.68%
Healthcare 21.16%
Services 26.7%
Technology 29.62%
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
AEROFLEX HLDG CORP COM 4,733 4,733 New 448,650
AGILYSYS INC COM 3,594 2,972 478.43 261,173
AMERICAN PUBLIC EDUCATION INC COM -9,009 Sold Out 0
BRAVO BRIO RESTAURANT GROUP IN COM 18,813 1,919 11.36 1,219,244
CARBONITE INC COM 23,919 13,276 124.74 2,051,361
CARDIOVASCULAR SYS INC DEL COM -9,996 Sold Out 0
EXA CORP COM 7,705 -236 (2.97) 733,849
HORIZON PHARMA INC COM 37,810 -57,615 (60.38) 2,447,247
INTRALINKS HLDGS INC COM 18,093 -7 (0.04) 2,086,886
K12 INC COM 22,856 New 1,045,076
NUTRACEUTICAL INTL CORP COM 6,835 437 6.83 290,376
PLX TECHNOLOGY INC COM 24,241 5,314 28.08 3,735,178
REACHLOCAL INC COM 10,763 8,649 409.25 1,537,507
RESOLUTE ENERGY CORP COM 21,897 14,988 216.93 2,792,930
SUPERNUS PHARMACEUTICALS INC COM 14,311 14,311 New 1,345,031
TESCO CORP COM 25,056 8,561 51.90 1,191,454
ZUMIEZ INC COM 27,738 16,973 157.67 931,437
BIO-REFERENCE LABS INC COM $.01 NEW 20,082 20,082 New 649,052
CENTRAL PAC FINL CORP COM NEW -8,614 Sold Out 0