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
America's Car-Mart Inc. COM 03062T105 39,466 1,478,678 SH   SOLE   1,478,678 0 0
Ansys, Inc. COM 03662Q105 63,787 689,585 SH   SOLE   689,585 0 0
Colfax Corporation COM 194014106 176,386 7,554,012 SH   SOLE   7,554,012 0 0
FactSet Research Systems inc. COM 303075105 61,433 377,886 SH   SOLE   377,886 0 0
Fastenal Company COM 311900104 80,585 1,974,164 SH   SOLE   1,974,164 0 0
Gartner Inc. COM 366651107 79,389 875,293 SH   SOLE   875,293 0 0
Heico CP CL A COM 422806208 77,986 1,585,091 SH   SOLE   1,585,091 0 0
Interactive Brokers Group Inc COM 45841N107 61,151 1,402,549 SH   SOLE   1,402,549 0 0
Interactive Intelligence Group COM 45841V109 99,552 3,168,416 SH   SOLE   3,168,416 0 0
Markel Corp. COM 570535104 62,853 71,153 SH   SOLE   71,153 0 0
Moody's Corporation COM 615369105 63,908 636,913 SH   SOLE   636,913 0 0
National Instruments Corp. COM 636518102 59,603 2,077,477 SH   SOLE   2,077,477 0 0
Platform Specialty Products Co COM 72766Q105 93,739 7,306,260 SH   SOLE   7,306,260 0 0
RealD Inc. COM 75604L105 64,159 6,081,447 SH   SOLE   6,081,447 0 0
RPX Corporation COM 74972G103 10,622 965,680 SH   SOLE   965,680 0 0
US Ecology, Inc. COM 91732J102 45,342 1,244,284 SH   SOLE   1,244,284 0 0
Verisk Analytics, Inc. COM 92345Y106 67,597 879,247 SH   SOLE   879,247 0 0
Waters Corporation COM 941848103 65,795 488,891 SH   SOLE   488,891 0 0