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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hours per response: 23.8
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 62,043 1,257,966 SH   SOLE   1,257,966 0 0
Ansys, Inc. COM 03662Q105 21,085 231,089 SH   SOLE   231,089 0 0
Colfax Corporation COM 194014106 211,100 4,574,215 SH   SOLE   4,574,215 0 0
Dorman Products, Inc. COM 258278100 31,549 661,965 SH   SOLE   661,965 0 0
FactSet Research Systems inc. COM 303075105 20,605 126,790 SH   SOLE   126,790 0 0
Fastenal Company COM 311900104 26,205 621,258 SH   SOLE   621,258 0 0
Gartner Inc. COM 366651107 25,862 301,494 SH   SOLE   301,494 0 0
Heico CP CL A CL A 422806208 98,830 1,946,621 SH   SOLE   1,946,621 0 0
HomeAway, Inc. COM 43739Q100 83,758 2,691,439 SH   SOLE   2,691,439 0 0
Interactive Intelligence Group COM 45841V109 124,593 2,801,736 SH   SOLE   2,801,736 0 0
Markel Corp. COM 570535104 26,404 32,977 SH   SOLE   32,977 0 0
National Instruments Corp. COM 636518102 30,188 1,024,716 SH   SOLE   1,024,716 0 0
Platform Specialty Products Corpora COM 72766Q105 61,774 2,414,920 SH   SOLE   2,414,920 0 0
Polaris Industries Inc. COM 731068102 21,501 145,172 SH   SOLE   145,172 0 0
RealD Inc. COM 75604L105 97,170 7,880,790 SH   SOLE   7,880,790 0 0
US Ecology, Inc. COM 91732J102 90,438 1,856,274 SH   SOLE   1,856,274 0 0
Verisk Analytics, Inc. COM 92345Y106 20,660 283,952 SH   SOLE   283,952 0 0
Waters Corporation COM 941848103 14,902 116,076 SH   SOLE   116,076 0 0