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) 274

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

Sector Weighting

Basic Materials 1.11%
Capital Goods
Conglomerates 15.24%
Consumer Cyclical
Consumer/Non-Cyclical 2.45%
Energy 1.02%
Financial 2.96%
Healthcare 36.14%
Services 1.54%
Technology 39.53%
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 -9,045 Sold Out 0
REACHLOCAL INC COM -1,906 Sold Out 0
SURMODICS INC COM -424 Sold Out 0
TESCO CORP COM -7,357 Sold Out 0
BRAVO BRIO RESTAURANT GROUP IN COM 111 -9,533 (98.85) 8,334
ZIX CORP COM 1,678 -522 (23.72) 419,482
DATAWATCH CORP COM NEW 1,788 1,539 617.13 268,917
KOFAX LTD COM USD 2,553 2,553 New 370,469
RESOLUTE ENERGY CORP COM 2,796 New 2,662,816
AMERICAN VANGUARD CORP COM 3,052 -10,521 (77.51) 267,512
K12 INC COM 4,113 -6,889 (62.62) 242,948
NUTRACEUTICAL INTL CORP COM 6,707 79 1.19 401,153
CENTRAL PAC FINL CORP COM NEW 8,112 4,291 112.29 352,564
EXA CORP COM 9,315 New 972,367
GILAT SATELLITE NETWORKS LTD SHS NEW 9,891 New 2,059,833
MERCURY SYS INC COM 12,922 9,874 323.99 762,791
AGILYSYS INC COM 16,937 4,727 38.71 1,721,218
RALLY SOFTWARE DEV CORP COM 18,804 618 3.40 1,559,205
BAZAARVOICE INC COM 22,923 13,074 132.75 2,478,145
INTRALINKS HLDGS INC COM 25,772 -2,251 (8.03) 2,564,331