MURPHY MICHAEL R Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 25
New Positions 4
Increased Positions 16
Decreased Positions 8
Positions with Activity 24
Sold Out Positions 4
Total Mkt Value (in $ millions) 310

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

Sector Weighting

Basic Materials
Capital Goods 3.26%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 2.16%
Energy 14.4%
Financial 4.17%
Healthcare 17.06%
Services 28.57%
Technology 30.38%
Transportation
Utilities

25 Positions as of 03/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ACTUATE CORP COM -5 Sold Out 0
AEROFLEX HLDG CORP COM 4,738 4,738 New 448,650
AGILYSYS INC COM 3,434 2,841 478.43 261,173
AMERICAN PUBLIC EDUCATION INC COM -9,519 Sold Out 0
BIO-REFERENCE LABS INC COM $.01 NEW 20,374 20,374 New 649,052
BRAVO BRIO RESTAURANT GROUP IN COM 18,167 1,853 11.36 1,219,244
CARBONITE INC COM 19,960 11,078 124.74 2,051,361
CARDIOVASCULAR SYS INC DEL COM -9,224 Sold Out 0
CENTRAL PAC FINL CORP COM NEW -7,823 Sold Out 0
CLICKSOFTWARE TECHNOLOGIES LTD ORD 8,655 -1,863 (17.71) 1,143,318
EXA CORP COM 6,773 -208 (2.97) 733,849
FLAGSTAR BANCORP INC COM PAR .001 12,911 12,911 New 705,505
GILAT SATELLITE NETWORKS LTD SHS NEW 9,578 900 10.37 2,059,833
GSI GROUP INC CDA NEW COM NEW 10,111 861 9.31 876,888
HORIZON PHARMA INC COM 20,826 -31,735 (60.38) 2,447,247
INTRALINKS HLDGS INC COM 16,737 -6 (0.04) 2,086,886
K12 INC COM 24,361 New 1,045,076
NUTRACEUTICAL INTL CORP COM 6,702 429 6.83 290,376
PLX TECHNOLOGY INC COM 24,241 5,314 28.08 3,735,178
REACHLOCAL INC COM 9,840 7,908 409.25 1,537,507