MURPHY MICHAEL R Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 24
New Positions 1
Increased Positions 10
Decreased Positions 11
Positions with Activity 21
Sold Out Positions 4
Total Mkt Value (in $ millions) 288

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

Sector Weighting

Basic Materials 0.99%
Capital Goods
Conglomerates 13.05%
Consumer Cyclical
Consumer/Non-Cyclical 2.67%
Energy 0.52%
Financial 2.81%
Healthcare 39.24%
Services 1.39%
Technology 39.32%
Transportation
Utilities

24 Positions as of 12/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AGILYSYS INC COM 17,092 4,770 38.71 1,721,218
AMERICAN VANGUARD CORP COM 2,852 -9,829 (77.51) 267,512
BAZAARVOICE INC COM 14,348 8,184 132.75 2,478,145
BIO-REFERENCE LABS INC COM $.01 NEW 28,778 1,046 3.77 818,246
BRAVO BRIO RESTAURANT GROUP IN COM 120 -10,341 (98.85) 8,334
CARBONITE INC COM 26,186 -4,970 (15.95) 1,831,163
CENTRAL PAC FINL CORP COM NEW 8,102 4,285 112.29 352,564
DATAWATCH CORP COM NEW 1,853 1,594 617.13 268,917
EXA CORP COM 11,279 New 972,367
GENOMIC HEALTH INC COM -8,800 Sold Out 0
GILAT SATELLITE NETWORKS LTD SHS NEW 12,256 New 2,059,833
HORIZON PHARMA PLC SHS 47,717 -4,575 (8.75) 2,187,854
INTRALINKS HLDGS INC COM 26,772 -2,338 (8.03) 2,564,331
K12 INC COM 3,885 -6,506 (62.62) 242,948
KOFAX LTD COM USD 4,046 4,046 New 370,469
MERCURY SYS INC COM 12,067 9,221 323.99 762,791
NUTRACEUTICAL INTL CORP COM 7,694 91 1.19 401,153
RALLY SOFTWARE DEV CORP COM 23,201 762 3.40 1,559,205
REACHLOCAL INC COM -1,848 Sold Out 0
RESOLUTE ENERGY CORP COM 1,491 New 2,662,816