MURPHY MICHAEL R Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 30
New Positions 9
Increased Positions 15
Decreased Positions 11
Positions with Activity 26
Sold Out Positions 6
Total Mkt Value (in $ millions) 305

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

Sector Weighting

Basic Materials 4.35%
Capital Goods 0%
Conglomerates 9.09%
Consumer Cyclical
Consumer/Non-Cyclical 2.58%
Energy 2.97%
Financial 1.12%
Healthcare 40.44%
Services 6.93%
Technology 32.5%
Transportation
Utilities

30 Positions as of 09/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AGILYSYS INC COM 13,327 6,373 91.64 1,240,841
AMERICAN VANGUARD CORP COM 13,299 13,299 New 1,189,555
BAZAARVOICE INC COM 8,976 8,976 New 1,064,727
BIO-REFERENCE LABS INC COM $.01 NEW 26,514 -855 (3.12) 788,508
BRAVO BRIO RESTAURANT GROUP IN COM 9,854 -2,852 (22.45) 723,997
BRIGHTCOVE INC COM -7,141 Sold Out 0
CARBONITE INC COM 31,199 New 2,178,699
CENTRAL PAC FINL CORP COM NEW 3,435 3,435 New 166,080
CHECKPOINT SYS INC COM -870 Sold Out 0
CLICKSOFTWARE TECHNOLOGIES LTD ORD -4,815 Sold Out 0
DATAWATCH CORP COM NEW 228 228 New 37,499
EXA CORP COM 9,646 135 1.42 972,367
FLAGSTAR BANCORP INC COM PAR .001 -7,074 Sold Out 0
GENOMIC HEALTH INC COM 9,432 9,432 New 291,292
GILAT SATELLITE NETWORKS LTD SHS NEW 9,640 New 2,059,833
GSI GROUP INC CDA NEW COM NEW -3,749 Sold Out 0
HORIZON PHARMA PLC SHS 40,951 -346 (0.84) 2,397,620
INTRALINKS HLDGS INC COM 30,309 2,741 9.94 2,788,292
K12 INC COM 9,358 New 649,855
MERCURY SYS INC COM 2,934 2,934 New 179,907