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) 274

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

Sector Weighting

Basic Materials 1.02%
Capital Goods
Conglomerates 12.83%
Consumer Cyclical
Consumer/Non-Cyclical 2.51%
Energy 0.96%
Financial 2.97%
Healthcare 38.46%
Services 1.57%
Technology 39.67%
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 16,076 4,487 38.71 1,721,218
AMERICAN VANGUARD CORP COM 2,793 -9,626 (77.51) 267,512
BAZAARVOICE INC COM 15,885 9,060 132.75 2,478,145
BIO-REFERENCE LABS INC COM $.01 NEW 29,874 1,086 3.77 818,246
BRAVO BRIO RESTAURANT GROUP IN COM 112 -9,619 (98.85) 8,334
CARBONITE INC COM 27,101 -5,144 (15.95) 1,831,163
CENTRAL PAC FINL CORP COM NEW 8,151 4,312 112.29 352,564
DATAWATCH CORP COM NEW 1,662 1,430 617.13 268,917
EXA CORP COM 10,074 New 972,367
GENOMIC HEALTH INC COM -9,053 Sold Out 0
GILAT SATELLITE NETWORKS LTD SHS NEW 10,031 New 2,059,833
HORIZON PHARMA PLC SHS 46,317 -4,441 (8.75) 2,187,854
INTRALINKS HLDGS INC COM 26,874 -2,347 (8.03) 2,564,331
K12 INC COM 4,203 -7,039 (62.62) 242,948
KOFAX LTD COM USD 2,501 2,501 New 370,469
MERCURY SYS INC COM 12,815 9,792 323.99 762,791
NUTRACEUTICAL INTL CORP COM 6,892 81 1.19 401,153
RALLY SOFTWARE DEV CORP COM 19,303 634 3.40 1,559,205
REACHLOCAL INC COM -1,918 Sold Out 0
RESOLUTE ENERGY CORP COM 2,636 New 2,662,816


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