MURPHY MICHAEL R Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 31
New Positions 10
Increased Positions 16
Decreased Positions 11
Positions with Activity 27
Sold Out Positions 6
Total Mkt Value (in $ millions) 306

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

Sector Weighting

Basic Materials 4.5%
Capital Goods 0%
Conglomerates 8.54%
Consumer Cyclical
Consumer/Non-Cyclical 2.84%
Energy 3.97%
Financial 1.15%
Healthcare 36.25%
Services 6.32%
Technology 36.42%
Transportation
Utilities

31 Positions as of 09/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ACTUATE CORP COM 5,402 5,402 New 818,485
AGILYSYS INC COM 15,746 7,530 91.64 1,240,841
AMERICAN VANGUARD CORP COM 13,751 13,751 New 1,189,555
BAZAARVOICE INC COM 8,512 8,512 New 1,064,727
BRAVO BRIO RESTAURANT GROUP IN COM 9,426 -2,728 (22.45) 723,997
BRIGHTCOVE INC COM -7,688 Sold Out 0
CARBONITE INC COM 31,264 New 2,178,699
CHECKPOINT SYS INC COM -905 Sold Out 0
EXA CORP COM 11,688 164 1.42 972,367
GENOMIC HEALTH INC COM 9,467 9,467 New 291,292
INTRALINKS HLDGS INC COM 32,539 2,942 9.94 2,788,292
K12 INC COM 7,727 New 649,855
MERCURY SYS INC COM 2,517 2,517 New 179,907
NUTRACEUTICAL INTL CORP COM 8,694 1,535 21.45 396,426
RALLY SOFTWARE DEV CORP COM 17,613 3,852 27.99 1,507,967
REACHLOCAL INC COM 2,182 -2,293 (51.24) 641,621
RESOLUTE ENERGY CORP COM 3,062 New 2,662,816
SUPERNUS PHARMACEUTICALS INC COM 25,052 3,372 15.56 2,896,222
SURMODICS INC COM 404 404 New 17,860
TESCO CORP COM 9,072 -4,368 (32.5) 708,742


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