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 39,111 1,405,339 SH   SOLE   1,405,339 0 0
America's Car-Mart Inc. COM 03062T105 34,686 792,833 SH   SOLE   792,833 0 0
Ansys, Inc. COM 03662Q105 92,542 1,000,565 SH   SOLE   1,000,565 0 0
Box, Inc COM 10316T104 79,950 5,768,406 SH   SOLE   5,768,406 0 0
Colfax Corporation COM 194014106 144,833 4,030,975 SH   SOLE   4,030,975 0 0
comScore, Inc. COM 20564W105 60,932 1,929,436 SH   SOLE   1,929,436 0 0
CoStar Group COM 22160N109 88,491 469,472 SH   SOLE   469,472 0 0
FactSet Research Systems inc. COM 303075105 85,334 522,143 SH   SOLE   522,143 0 0
Fastenal Company COM 311900104 133,294 2,837,256 SH   SOLE   2,837,256 0 0
Gartner Inc. COM 366651107 128,386 1,270,268 SH   SOLE   1,270,268 0 0
Interactive Brokers Group Inc COM 45841N107 117,800 3,226,519 SH   SOLE   3,226,519 0 0
Markel Corp. COM 570535104 89,238 98,660 SH   SOLE   98,660 0 0
National Instruments Corp. COM 636518102 100,900 3,273,847 SH   SOLE   3,273,847 0 0
Platform Specialty Products Co COM 72766Q105 168,726 17,199,373 SH   SOLE   17,199,373 0 0
UNDER ARMOUR INC CL C COM 904311206 109,083 4,333,841 SH   SOLE   4,333,841 0 0
US Ecology, Inc. COM 91732J102 41,064 835,487 SH   SOLE   835,487 0 0
Verisk Analytics, Inc. COM 92345Y106 85,396 1,052,067 SH   SOLE   1,052,067 0 0
Waters Corporation COM 941848103 79,841 594,096 SH   SOLE   594,096 0 0