The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Alarm.com Holdings, Inc. COM 011642105 42,879 1,809,246 SH   SOLE   1,809,246 0 0
America's Car-Mart Inc. COM 03062T105 34,161 1,366,454 SH   SOLE   1,366,454 0 0
Ansys, Inc. COM 03662Q105 67,571 755,321 SH   SOLE   755,321 0 0
Box, Inc COM 10316T104 42,367 3,455,748 SH   SOLE   3,455,748 0 0
Colfax Corporation COM 194014106 214,261 7,494,276 SH   SOLE   7,494,276 0 0
FactSet Research Systems inc. COM 303075105 69,204 456,700 SH   SOLE   456,700 0 0
Fastenal Company COM 311900104 95,272 1,944,332 SH   SOLE   1,944,332 0 0
Gartner Inc. COM 366651107 90,809 1,016,334 SH   SOLE   1,016,334 0 0
Heico CP CL A COM 422806208 16,707 350,977 SH   SOLE   350,977 0 0
Interactive Brokers Group Inc COM 45841N107 88,101 2,240,609 SH   SOLE   2,240,609 0 0
Interactive Intelligence Group COM 45841V109 107,455 2,950,451 SH   SOLE   2,950,451 0 0
Markel Corp. COM 570535104 63,954 71,732 SH   SOLE   71,732 0 0
Moody's Corporation COM 615369105 88,781 919,443 SH   SOLE   919,443 0 0
National Instruments Corp. COM 636518102 68,059 2,260,351 SH   SOLE   2,260,351 0 0
Platform Specialty Products Co COM 72766Q105 102,775 11,950,569 SH   SOLE   11,950,569 0 0
US Ecology, Inc. COM 91732J102 43,135 976,790 SH   SOLE   976,790 0 0
Verisk Analytics, Inc. COM 92345Y106 72,574 908,084 SH   SOLE   908,084 0 0
Waters Corporation COM 941848103 72,052 546,180 SH   SOLE   546,180 0 0