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

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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 42,104 1,272,414 SH   SOLE   1,272,414 0 0
Ansys, Inc. COM 03662Q105 36,921 418,891 SH   SOLE   418,891 0 0
Colfax Corporation COM 194014106 159,400 5,329,338 SH   SOLE   5,329,338 0 0
FactSet Research Systems inc. COM 303075105 48,732 304,934 SH   SOLE   304,934 0 0
Fastenal Company COM 311900104 56,123 1,533,010 SH   SOLE   1,533,010 0 0
Gartner Inc. COM 366651107 48,853 582,069 SH   SOLE   582,069 0 0
Heico CP CL A CL A 422806208 86,020 1,894,305 SH   SOLE   1,894,305 0 0
HomeAway, Inc. COM 43739Q100 61,631 2,322,208 SH   SOLE   2,322,208 0 0
Interactive Brokers Group, Inc. COM 45841N107 36,499 924,715 SH   SOLE   924,715 0 0
Interactive Intelligence Group COM 45841V109 90,286 3,038,898 SH   SOLE   3,038,898 0 0
Markel Corp. COM 570535104 38,971 48,601 SH   SOLE   48,601 0 0
National Instruments Corp. COM 636518102 39,543 1,422,938 SH   SOLE   1,422,938 0 0
Platform Specialty Products Corpora COM 72766Q105 36,951 2,921,051 SH   SOLE   2,921,051 0 0
Polaris Industries Inc. COM 731068102 18,822 157,024 SH   SOLE   157,024 0 0
RealD Inc. COM 75604L105 65,030 6,766,875 SH   SOLE   6,766,875 0 0
US Ecology, Inc. COM 91732J102 60,383 1,383,355 SH   SOLE   1,383,355 0 0
Verisk Analytics, Inc. COM 92345Y106 38,924 526,646 SH   SOLE   526,646 0 0
Waters Corporation COM 941848103 41,029 347,085 SH   SOLE   347,085 0 0