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 51,431 2,006,661 SH   SOLE   2,006,661 0 0
America's Car-Mart Inc. COM 03062T105 36,477 1,291,696 SH   SOLE   1,291,696 0 0
Ansys, Inc. COM 03662Q105 77,971 859,187 SH   SOLE   859,187 0 0
Box, Inc COM 10316T104 53,111 5,136,447 SH   SOLE   5,136,447 0 0
Colfax Corporation COM 194014106 109,258 4,129,169 SH   SOLE   4,129,169 0 0
CoStar Group COM 22160N109 58,516 267,612 SH   SOLE   267,612 0 0
FactSet Research Systems inc. COM 303075105 77,262 478,638 SH   SOLE   478,638 0 0
Fastenal Company COM 311900104 95,765 2,157,361 SH   SOLE   2,157,361 0 0
Gartner Inc. COM 366651107 99,001 1,016,334 SH   SOLE   1,016,334 0 0
Interactive Brokers Group Inc COM 45841N107 92,626 2,616,550 SH   SOLE   2,616,550 0 0
Interactive Intelligence Group COM 45841V109 117,385 2,863,755 SH   SOLE   2,863,755 0 0
Markel Corp. COM 570535104 76,851 80,660 SH   SOLE   80,660 0 0
Moody's Corporation COM 615369105 90,037 960,802 SH   SOLE   960,802 0 0
National Instruments Corp. COM 636518102 63,409 2,314,212 SH   SOLE   2,314,212 0 0
Platform Specialty Products Co COM 72766Q105 113,547 12,786,794 SH   SOLE   12,786,794 0 0
US Ecology, Inc. COM 91732J102 41,711 907,758 SH   SOLE   907,758 0 0
Verisk Analytics, Inc. COM 92345Y106 73,627 908,084 SH   SOLE   908,084 0 0
Waters Corporation COM 941848103 76,820 546,180 SH   SOLE   546,180 0 0