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Institutional Investment Manager
DISCOVERY GROUP I, LLC
DISCOVERY GROUP I, LLC (CIK: 0001312548). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 26 holdings with a total value of $256,397,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 FOUNDATION MEDICINE INC COM 1,596,818 28,264,000 11.02%
2 AEROHIVE NETWORKS INC 4,673,981 26,642,000 10.39%
3 LIVEPERSON INC 3,102,644 23,425,000 9.14%
4 AGILYSYS INC COM 2,097,878 21,734,000 8.48%
5 BOTTOMLINE TECH DEL INC COM 767,116 19,193,000 7.49%
6 ENTELLUS MEDICAL INC 745,983 14,151,000 5.52%
7 IXYS CORP DEL 1,163,441 13,845,000 5.40%
8 STEWART INFORMATION SVCS CORP COM 290,282 13,376,000 5.22%
9 PHARMERICA CORP 519,160 13,057,000 5.09%
10 TANGOE INC COM 1,161,320 9,151,000 3.57%
11 Model N Inc 822,490 7,279,000 2.84%
12 AMERICAN SOFTWARE CL A CLASS A 625,213 6,458,000 2.52%
13 FIESTA RESTAURANT GROUP INC COM 204,510 6,105,000 2.38%
14 BENEFITFOCUS INC 205,547 6,105,000 2.38%
15 PROGRESS SOFTWARE CORP COM 190,820 6,093,000 2.38%
16 MERIDIAN BIOSCIENCE INC COM 340,282 6,023,000 2.35%
17 PLY GEM HLDGS INC COM 369,426 6,003,000 2.34%
18 Diplomat Pharmacy Inc 470,290 5,926,000 2.31%
19 MANITOWOC INC COM 803,350 4,804,000 1.87%
20 SHUTTERFLY INC 88,344 4,433,000 1.73%
21 XACTLY CORP COM 352,878 3,882,000 1.51%
22 CUTERA INC COM 212,139 3,680,000 1.44%
23 WebMD Health Corp 68,485 3,395,000 1.32%
24 PLANET PAYMENT INC 377,324 1,539,000 0.60%
25 NATERA INC 106,372 1,246,000 0.49%
26 INVUITY INC 102,290 588,000 0.23%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001571049-17-001270, filed 2017.02.13).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.