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) 308

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

Sector Weighting

Basic Materials 1%
Capital Goods
Conglomerates 12.17%
Consumer Cyclical
Consumer/Non-Cyclical 2.56%
Energy 1.18%
Financial 2.67%
Healthcare 44.66%
Services 1.28%
Technology 34.47%
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 16,988 4,741 38.71 1,721,218
AMERICAN VANGUARD CORP COM 3,087 -10,640 (77.51) 267,512
BAZAARVOICE INC COM 13,977 7,972 132.75 2,478,145
BIO-REFERENCE LABS INC COM $.01 NEW 28,295 1,028 3.77 818,246
BRAVO BRIO RESTAURANT GROUP IN COM 126 -10,814 (98.85) 8,334
CARBONITE INC COM 20,546 -3,899 (15.95) 1,831,163
CENTRAL PAC FINL CORP COM NEW 8,229 4,353 112.29 352,564
DATAWATCH CORP COM NEW 2,011 1,731 617.13 268,917
EXA CORP COM 10,871 New 972,367
GENOMIC HEALTH INC COM -8,849 Sold Out 0
GILAT SATELLITE NETWORKS LTD SHS NEW 12,956 New 2,059,833
HORIZON PHARMA PLC SHS 67,419 -6,464 (8.75) 2,187,854
INTRALINKS HLDGS INC COM 25,233 -2,204 (8.03) 2,564,331
K12 INC COM 3,807 -6,376 (62.62) 242,948
KOFAX LTD COM USD 4,075 4,075 New 370,469
MERCURY SYS INC COM 11,694 8,936 323.99 762,791
NUTRACEUTICAL INTL CORP COM 7,879 93 1.19 401,153
RALLY SOFTWARE DEV CORP COM 23,466 771 3.40 1,559,205
REACHLOCAL INC COM -1,809 Sold Out 0
RESOLUTE ENERGY CORP COM 3,621 New 2,662,816


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