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) 277

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

Sector Weighting

Basic Materials
Capital Goods 1.24%
Conglomerates 4.83%
Consumer Cyclical
Consumer/Non-Cyclical 2.62%
Energy 15.03%
Financial 3.07%
Healthcare 26.47%
Services 15.66%
Technology 31.08%
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 7,737 4,616 147.91 647,477
BRAVO BRIO RESTAURANT GROUP IN COM 12,911 -3,951 (23.43) 933,527
BRIGHTCOVE INC COM 5,739 5,739 New 959,753
CARBONITE INC COM 23,661 1,383 6.21 2,178,699
CHECKPOINT SYS INC COM 851 851 New 64,488
EXA CORP COM 11,409 2,676 30.64 958,712
HORIZON PHARMA INC COM 28,990 -352 (1.2) 2,417,854
INTRALINKS HLDGS INC COM 22,115 3,918 21.53 2,536,176
K12 INC COM 11,288 -6,865 (37.82) 649,855
NUTRACEUTICAL INTL CORP COM 7,250 800 12.41 326,414
RALLY SOFTWARE DEV CORP COM 13,373 13,373 New 1,178,199
REACHLOCAL INC COM 5,527 -930 (14.41) 1,315,963
RESOLUTE ENERGY CORP COM 19,785 -967 (4.66) 2,662,816
SUPERNUS PHARMACEUTICALS INC COM 20,677 9,581 86.34 2,506,346
TESCO CORP COM 21,798 -2,936 (11.87) 1,050,023
ZUMIEZ INC COM 12,760 -14,904 (53.88) 429,618
BIO-REFERENCE LABS INC COM $.01 NEW 23,579 4,776 25.40 813,921
GSI GROUP INC CDA NEW COM NEW 3,440 -7,477 (68.49) 276,287
VIAD CORP COM NEW -10,278 Sold Out 0
FLAGSTAR BANCORP INC COM PAR .001 8,503 -3,878 (31.32) 484,518