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) 259

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

Sector Weighting

Basic Materials
Capital Goods 1.34%
Conglomerates 4.57%
Consumer Cyclical
Consumer/Non-Cyclical 2.8%
Energy 11.35%
Financial 2.93%
Healthcare 28.76%
Services 16.86%
Technology 31.39%
Transportation
Utilities

22 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
VIAD CORP COM NEW -10,903 Sold Out 0
CHECKPOINT SYS INC COM 851 851 New 64,488
GSI GROUP INC CDA NEW COM NEW 3,484 -7,574 (68.49) 276,287
CLICKSOFTWARE TECHNOLOGIES LTD ORD 4,754 -3,306 (41.02) 674,391
BRIGHTCOVE INC COM 5,183 5,183 New 959,753
REACHLOCAL INC COM 5,685 -957 (14.41) 1,315,963
NUTRACEUTICAL INTL CORP COM 7,263 802 12.41 326,414
AGILYSYS INC COM 7,304 4,358 147.91 647,477
FLAGSTAR BANCORP INC COM PAR .001 7,592 -3,463 (31.32) 484,518
EXA CORP COM 9,683 2,271 30.64 958,712
K12 INC COM 9,904 -6,023 (37.82) 649,855
RESOLUTE ENERGY CORP COM 10,199 -498 (4.66) 2,662,816
GILAT SATELLITE NETWORKS LTD SHS NEW 10,361 New 2,059,833
RALLY SOFTWARE DEV CORP COM 11,853 11,853 New 1,178,199
BRAVO BRIO RESTAURANT GROUP IN COM 12,780 -3,911 (23.43) 933,527
ZUMIEZ INC COM 14,534 -16,977 (53.88) 429,618
TESCO CORP COM 19,236 -2,591 (11.87) 1,050,023
SUPERNUS PHARMACEUTICALS INC COM 19,675 9,116 86.34 2,506,346
INTRALINKS HLDGS INC COM 21,507 3,810 21.53 2,536,176
CARBONITE INC COM 22,658 1,324 6.21 2,178,699