January ReportDRIEHAUS VIRTUAL PORTFOLIO COMPETITION MONTHLY REPORTTeam Name: DMNW Equity PartnersInvestment Style: GrowthStockSectorCompetitionCurrent% of% ofMonthlyto DateCompany Name# SharesCost/ShareCostPrice/ShareMarket ValueP/E RatioP/B RatioBetaPortfolioPortfolio% Return% ReturnPrice as of 12/31ACADIA HEALTHCARE COMPANY INC15050.26$7,53957.75$8,662.5042.353.9030.984.14%-5.65%14.90%$61.21IGI LABS INC10008.878,870.009.96$9,960.00-15.920.714.76%13.18%12.29%$8.80ISIS PHARMACEUTICALS25040.9610,240.0068.51$17,127.50-23.451.318.19%10.97%67.26%$61.74TEAM HEALTH HOLDINGS INC17059.2110,065.7051.70$8,789.0035.989.390.674.20%-10.13%-12.68%$57.53ANIKA THERAPEUTICS INC12541.455,181.2539.18$4,897.5016.383.352.532.34%-5.48%-5.48%$40.74Total Sector "Healthcare"169541,895.95$49,436.5023.64%18.00%ANDERSONS INC5059.462,973.2244.98$2,249.0011.131.671.391.08%-15.36%-24.36%$53.14SANDERSON FARMS INC11980.219,545.2579.96$9,515.247.412.0620.514.55%-2.52%-0.31%$82.03INVENTURE FOODS, INC35012.744,459.4910.17$3,559.50-2.980.431.70%-20.18%-20.18%$12.74Total Sector "Consumer Staples"51916,977.96$15,323.747.33%-9.74%BERRY PLASTICS GROUP INC30025.367,606.5033.82$10,146.0059.91-0.474.85%7.19%33.39%$31.55Total Sector "Materials"3007,606.50$10,146.004.85%33.39%WEX INC95101.449,636.7092.05$8,744.7519.053.452.044.18%-6.95%-9.26%$98.92Total Sector "Business Services"509,636.70$8,744.754.18%-9.26%CARIZZO OIL & GAS INC11047.845,262.2045.10$4,961.0031.312.161.672.37%8.41%-5.72%$41.60DIAMONDBACK ENERGY INC5065.543,277.0068.99$3,449.5030.882.371.731.65%15.41%5.26%$59.78Total Sector "Energy"1608,539.20$8,410.504.02%-1.51%ALLEGIANT TRAVEL CO74156.3611,570.62181.27$13,413.9837.849.32-0.536.41%15.93%15.93%$150.33Total Sector "Industrials"7411,570.62$13,413.986.41%15.93%GTT COMMUNICATIONS INC50012.596,292.5011.51$5,755.00-9.692.042.75%-13.00%-8.54%$13.23SUPER MICRO COMPUTER INC43024.8010,661.9836.57$15,725.1021.253.090.307.52%4.85%47.49%$34.88QORVO INC12562.157,768.5073.87$9,233.75--1.484.41%18.86%18.86%N/ATotal Sector "Information Technology"105524,722.98$30,713.8514.68%24.23%JACK IN THE BOX INC12568.368,545.0084.79$10,598.7539.9312.70.235.07%6.04%24.03%$79.96RENTRAK CORP14071.6010,023.6476.93$10,770.20-4.740.845.15%5.64%7.45%$72.82TELEDYNE TECHNOLOGIES INC75104.967,872.0095.04$7,128.0016.52.371.243.41%-7.49%-9.45%$102.74BUFFALO WILD WINGS35182.256,378.90178.32$6,241.2036.025.881.762.98%-2.16%-2.16%$178.32INSTALLED BUILDING PRODUCTS INC50017.908,950.0017.85$8,925.00-6.17-4.27%-0.28%-0.28%$17.85LGI HOMES50015.987,987.5013.17$6,585.009.211.47-3.15%-17.56%-17.56%$14.92MARINEMAX INC11020.332,236.7525.51$2,806.1042.082.570.551.34%25.45%25.45%$20.05Total Sector "Consumer Discretionary"34051,993.79$53,054.2525.37%2.04%I-Shares70127.068,893.92139.111$9,737.774.66%-2.30%9.49%$142.38Cash$10,181.864.87%-Total Cash & Equiv.7000.00%8,893.92$19,919.639.52%Total Market Value$181,838$209,163.2028.586.131.06100.00%0.88%4.58%$207,329.29MARINEMAX INC* based on total market value including cash and I-SharesList below your stock buys and sales for this month (please include transaction dates; exclude dividend and interest payments).Date PlacedDate ExecutedActionSecuritySymbolPricePlacedFilledCash Impact1/2/15 9:301/2/15 9:30BuyQRVON/A0.012512501/2/15 9:491/2/15 10:20BuyIBPDAY$17.90250250-4,482.501/21/15 10:091/21/15 10:30SellXPODAY$36.37-135-1354,902.451/21/15 10:351/21/15 10:55BuyALGTDAY$172.943232-5,541.581/28/15 11:231/28/15 11:40SellEGOVDAY$16.62-430-4307,139.101/29/15 12:061/29/15 12:30SellHZODAY$24.48-110-1102,685.30