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) 331

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

Sector Weighting

Basic Materials
Capital Goods 3.19%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 2.04%
Energy 14.16%
Financial 4.07%
Healthcare 20.46%
Services 26.79%
Technology 29.3%
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
AMERICAN PUBLIC EDUCATION INC COM -9,207 Sold Out 0
CARDIOVASCULAR SYS INC DEL COM -9,802 Sold Out 0
CENTRAL PAC FINL CORP COM NEW -8,278 Sold Out 0
AGILYSYS INC COM 3,455 2,858 478.43 261,173
NUTRACEUTICAL INTL CORP COM 6,737 431 6.83 290,376
AEROFLEX HLDG CORP COM 4,747 4,747 New 448,650
VIAD CORP COM NEW 10,879 5,491 101.93 480,509
BIO-REFERENCE LABS INC COM $.01 NEW 19,926 19,926 New 649,052
FLAGSTAR BANCORP INC COM PAR .001 13,482 13,482 New 705,505
EXA CORP COM 7,126 -218 (2.97) 733,849
GSI GROUP INC CDA NEW COM NEW 10,549 899 9.31 876,888
ZUMIEZ INC COM 25,531 15,622 157.67 931,437
K12 INC COM 23,305 New 1,045,076
CLICKSOFTWARE TECHNOLOGIES LTD ORD 8,804 -1,895 (17.71) 1,143,318
TESCO CORP COM 24,723 8,447 51.90 1,191,454
BRAVO BRIO RESTAURANT GROUP IN COM 18,581 1,896 11.36 1,219,244
SUPERNUS PHARMACEUTICALS INC COM 12,415 12,415 New 1,345,031
REACHLOCAL INC COM 10,332 8,303 409.25 1,537,507
CARBONITE INC COM 21,991 12,206 124.74 2,051,361