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) 277

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

Sector Weighting

Basic Materials 1.09%
Capital Goods
Conglomerates 14.95%
Consumer Cyclical
Consumer/Non-Cyclical 2.37%
Energy 1.02%
Financial 2.92%
Healthcare 36.53%
Services 1.52%
Technology 39.6%
Transportation
Utilities

24 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
GENOMIC HEALTH INC COM -8,855 Sold Out 0
REACHLOCAL INC COM -1,918 Sold Out 0
SURMODICS INC COM -430 Sold Out 0
TESCO CORP COM -7,534 Sold Out 0
BRAVO BRIO RESTAURANT GROUP IN COM 109 -9,325 (98.85) 8,334
K12 INC COM 4,113 -6,889 (62.62) 242,948
AMERICAN VANGUARD CORP COM 3,015 -10,391 (77.51) 267,512
DATAWATCH CORP COM NEW 1,788 1,539 617.13 268,917
CENTRAL PAC FINL CORP COM NEW 8,088 4,278 112.29 352,564
KOFAX LTD COM USD 2,527 2,527 New 370,469
NUTRACEUTICAL INTL CORP COM 6,571 77 1.19 401,153
ZIX CORP COM 1,678 -522 (23.72) 419,482
MERCURY SYS INC COM 12,983 9,921 323.99 762,791
BIO-REFERENCE LABS INC COM $.01 NEW 28,590 1,039 3.77 818,246
EXA CORP COM 9,578 New 972,367
RALLY SOFTWARE DEV CORP COM 18,555 610 3.40 1,559,205
AGILYSYS INC COM 17,023 4,751 38.71 1,721,218
CARBONITE INC COM 27,596 -5,237 (15.95) 1,831,163
GILAT SATELLITE NETWORKS LTD SHS NEW 10,073 New 2,059,833
HORIZON PHARMA PLC SHS 44,917 -4,306 (8.75) 2,187,854


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