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) 279

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

Sector Weighting

Basic Materials
Capital Goods 1.24%
Conglomerates 5.03%
Consumer Cyclical
Consumer/Non-Cyclical 2.61%
Energy 14.96%
Financial 3.04%
Healthcare 26.54%
Services 15.53%
Technology 31.04%
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 -10,249 Sold Out 0
CHECKPOINT SYS INC COM 854 854 New 64,488
GSI GROUP INC CDA NEW COM NEW 3,451 -7,502 (68.49) 276,287
CLICKSOFTWARE TECHNOLOGIES LTD ORD 5,442 -3,784 (41.02) 674,391
REACHLOCAL INC COM 5,540 -933 (14.41) 1,315,963
BRIGHTCOVE INC COM 5,739 5,739 New 959,753
NUTRACEUTICAL INTL CORP COM 7,269 803 12.41 326,414
AGILYSYS INC COM 7,822 4,667 147.91 647,477
FLAGSTAR BANCORP INC COM PAR .001 8,474 -3,865 (31.32) 484,518
GILAT SATELLITE NETWORKS LTD SHS NEW 10,073 New 2,059,833
K12 INC COM 11,320 -6,885 (37.82) 649,855
EXA CORP COM 11,514 2,701 30.64 958,712
ZUMIEZ INC COM 12,777 -14,924 (53.88) 429,618
BRAVO BRIO RESTAURANT GROUP IN COM 12,780 -3,911 (23.43) 933,527
RALLY SOFTWARE DEV CORP COM 14,021 14,021 New 1,178,199
RESOLUTE ENERGY CORP COM 19,731 -964 (4.66) 2,662,816
SUPERNUS PHARMACEUTICALS INC COM 21,128 9,790 86.34 2,506,346
TESCO CORP COM 21,956 -2,957 (11.87) 1,050,023
INTRALINKS HLDGS INC COM 22,166 3,927 21.53 2,536,176
BIO-REFERENCE LABS INC COM $.01 NEW 23,091 4,677 25.40 813,921