MURPHY MICHAEL R Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 27
New Positions 8
Increased Positions 14
Decreased Positions 13
Positions with Activity 27
Sold Out Positions 6
Total Mkt Value (in $ millions) 283

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

Sector Weighting

Basic Materials
Capital Goods 3.67%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 2.6%
Energy 7.97%
Financial 2.98%
Healthcare 32.37%
Services 23.45%
Technology 26.97%
Transportation
Utilities

27 Positions as of 12/31/2013

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ACTUATE CORP COM 6 -4,004 (99.84) 1,111
AGILYSYS INC COM 572 572 New 45,152
AMERICAN PUBLIC EDUCATION INC COM 9,201 -1,525 (14.21) 266,631
BRAVO BRIO RESTAURANT GROUP IN COM 16,467 13,364 430.67 1,094,861
CARBONITE INC COM 8,069 8,069 New 912,776
CARDIOVASCULAR SYS INC DEL COM 8,910 -10,004 (52.89) 341,637
CENTRAL PAC FINL CORP COM NEW 8,418 8,418 New 437,053
CLICKSOFTWARE TECHNOLOGIES LTD ORD 13,311 -2,443 (15.51) 1,389,442
EXA CORP COM 8,932 -32 (0.36) 756,339
GILAT SATELLITE NETWORKS LTD SHS NEW 8,865 2,597 41.42 1,866,334
GSI GROUP INC CDA NEW COM NEW 10,364 10,364 New 802,177
HORIZON PHARMA INC COM 82,578 -907 (1.09) 6,176,376
INTRALINKS HLDGS INC COM 19,562 -1,367 (6.53) 2,087,686
K12 INC COM 23,263 9,733 71.94 1,045,076
KRATOS DEFENSE & SEC SOLUTIONS COM NEW -4,401 Sold Out 0
LYDALL INC DEL COM -3,075 Sold Out 0
MILLENNIAL MEDIA INC COM -478 Sold Out 0
MONSTER WORLDWIDE INC COM -8,516 Sold Out 0
NTELOS HLDGS CORP COM NEW -8,416 Sold Out 0
NUTRACEUTICAL INTL CORP COM 7,339 533 7.84 271,802