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 71,471 2,325,021 SH   SOLE   2,325,021 0 0
America's Car-Mart Inc. COM 03062T105 29,509 809,578 SH   SOLE   809,578 0 0
Ansys, Inc. COM 03662Q105 111,569 1,043,967 SH   SOLE   1,043,967 0 0
Box, Inc COM 10316T104 96,654 5,926,050 SH   SOLE   5,926,050 0 0
Colfax Corporation COM 194014106 160,183 4,080,045 SH   SOLE   4,080,045 0 0
comScore, Inc. COM 20564W105 57,145 2,646,845 SH   SOLE   2,646,845 0 0
CoStar Group COM 22160N109 114,218 551,194 SH   SOLE   551,194 0 0
FactSet Research Systems inc. COM 303075105 100,580 609,909 SH   SOLE   609,909 0 0
Fastenal Company COM 311900104 166,855 3,239,905 SH   SOLE   3,239,905 0 0
Gartner Inc. COM 366651107 117,866 1,091,452 SH   SOLE   1,091,452 0 0
Interactive Brokers Group Inc COM 45841N107 139,387 4,014,605 SH   SOLE   4,014,605 0 0
Markel Corp. COM 570535104 113,768 116,582 SH   SOLE   116,582 0 0
National Instruments Corp. COM 636518102 122,652 3,766,942 SH   SOLE   3,766,942 0 0
Platform Specialty Products Co COM 72766Q105 222,600 17,096,754 SH   SOLE   17,096,754 0 0
UNDER ARMOUR INC CL C COM 904311206 139,178 7,605,376 SH   SOLE   7,605,376 0 0
US Ecology, Inc. COM 91732J102 39,300 838,838 SH   SOLE   838,838 0 0
Verisk Analytics, Inc. COM 92345Y106 99,152 1,221,990 SH   SOLE   1,221,990 0 0
Waters Corporation COM 941848103 112,672 720,824 SH   SOLE   720,824 0 0