MURPHY MICHAEL R Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 22
New Positions 3
Increased Positions 10
Decreased Positions 11
Positions with Activity 21
Sold Out Positions 1
Total Mkt Value (in $ millions) 253

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

Sector Weighting

Basic Materials
Capital Goods 1.27%
Conglomerates 4.54%
Consumer Cyclical
Consumer/Non-Cyclical 2.91%
Energy 11.13%
Financial 3.17%
Healthcare 28.54%
Services 16.57%
Technology 31.86%
Transportation
Utilities

22 Positions as of 06/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AGILYSYS INC COM 6,986 4,168 147.91 647,477
BIO-REFERENCE LABS INC COM $.01 NEW 23,823 4,826 25.40 813,921
BRAVO BRIO RESTAURANT GROUP IN COM 12,369 -3,786 (23.43) 933,527
BRIGHTCOVE INC COM 5,048 5,048 New 959,753
CARBONITE INC COM 22,441 1,312 6.21 2,178,699
CHECKPOINT SYS INC COM 778 778 New 64,488
CLICKSOFTWARE TECHNOLOGIES LTD ORD 4,950 -3,442 (41.02) 674,391
EXA CORP COM 10,421 2,444 30.64 958,712
FLAGSTAR BANCORP INC COM PAR .001 8,019 -3,657 (31.32) 484,518
GILAT SATELLITE NETWORKS LTD SHS NEW 10,011 New 2,059,833
GSI GROUP INC CDA NEW COM NEW 3,219 -6,997 (68.49) 276,287
HORIZON PHARMA PLC SHS 28,748 -349 (1.2) 2,417,854
INTRALINKS HLDGS INC COM 20,619 3,653 21.53 2,536,176
K12 INC COM 9,767 -5,940 (37.82) 649,855
NUTRACEUTICAL INTL CORP COM 7,351 812 12.41 326,414
RALLY SOFTWARE DEV CORP COM 11,464 11,464 New 1,178,199
REACHLOCAL INC COM 5,422 -913 (14.41) 1,315,963
RESOLUTE ENERGY CORP COM 9,719 -475 (4.66) 2,662,816
SUPERNUS PHARMACEUTICALS INC COM 19,524 9,047 86.34 2,506,346
TESCO CORP COM 18,386 -2,476 (11.87) 1,050,023