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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 INVUITY INC 102,290 588,000 0.23%
2 Natera, Inc. 106,372 1,246,000 0.49%
3 PLANET PAYMENT INC 377,324 1,539,000 0.60%
4 WEBMD HEALTH CORP 68,485 3,395,000 1.32%
5 CUTERA INC COM 212,139 3,680,000 1.44%
6 XACTLY CORPORATION 352,878 3,882,000 1.51%
7 SHUTTERFLY INC 88,344 4,433,000 1.73%
8 MANITOWOC INC COM 803,350 4,804,000 1.87%
9 DIPLOMAT PHARMACY INC COM 470,290 5,926,000 2.31%
10 PLY GEM HOLDINGS INC 369,426 6,003,000 2.34%
11 MERIDIAN BIOSCIENCE INC 340,282 6,023,000 2.35%
12 PROGRESS SOFTWARE CORP COM 190,820 6,093,000 2.38%
13 BENEFITFOCUS INC 205,547 6,105,000 2.38%
14 FIESTA RESTAURANT GROUP INC COM 204,510 6,105,000 2.38%
15 AMERICAN SOFTWARE CL A CLASS A 625,213 6,458,000 2.52%
16 MODEL N INCORPORATED 822,490 7,279,000 2.84%
17 TANGOE INC COM DELETED 1,161,320 9,151,000 3.57%
18 PharMerica Corp 519,160 13,057,000 5.09%
19 STEWART INFORMATION SVCS COR 290,282 13,376,000 5.22%
20 IXYS Corporation 1,163,441 13,845,000 5.40%
21 ENTELLUS MED INC 745,983 14,151,000 5.52%
22 BOTTOMLINE TECH DEL INC COM 767,116 19,193,000 7.49%
23 AGILYSYS INC COM 2,097,878 21,734,000 8.48%
24 LIVEPERSON INC 3,102,644 23,425,000 9.14%
25 Aerohive Networks, Inc. 4,673,981 26,642,000 10.39%
26 Foundation Medicine 1,596,818 28,264,000 11.02%

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.