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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 21,522 493,627 SH   DFND   493,627 0 0
ACI WORLDWIDE INC COM 004498101 57,066 2,667,886 SH   DFND   2,667,886 0 0
BLACKHAWK NETWORK HLDGS INC COM 09238E104 121,800 3,000,000 SH   DFND   3,000,000 0 0
CBIZ INC COM 124805102 31,993 2,361,073 SH   DFND   2,361,073 0 0
COTT CORP QUE COM 22163N106 53,329 4,314,614 SH   DFND   4,314,614 0 0
FORRESTER RESH INC COM 346563109 26,868 675,936 SH   DFND   675,936 0 0
ILG INC COM 44967H101 91,700 4,375,000 SH   DFND   4,375,000 0 0
MUELLER WTR PRODS INC COM SER A 624758108 44,298 3,747,687 SH   DFND   3,747,687 0 0
NETSCOUT SYS INC COM 64115T104 95,940 2,528,064 SH   DFND   2,528,064 0 0
SHUTTERFLY INC COM 82568P304 81,215 1,681,828 SH   DFND   1,681,828 0 0
STAMPS COM INC COM NEW 852857200 84,759 716,175 SH   DFND   716,175 0 0
STANDEX INTL CORP COM 854231107 1,563 15,610 SH   DFND   15,610 0 0