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 67,665 1,370,286 SH   DFND   1,370,286 0 0
ACI WORLDWIDE INC COM 004498101 72,717 3,250,654 SH   DFND   3,250,654 0 0
BLACKHAWK NETWORK HLDGS INC COM 09238E104 130,800 3,000,000 SH   DFND   3,000,000 0 0
BROADSOFT INC COM 11133B409 60,876 1,414,081 SH   DFND   1,414,081 0 0
CBIZ INC COM 124805102 35,416 2,361,073 SH   DFND   2,361,073 0 0
COTT CORP QUE COM 22163N106 64,729 4,482,614 SH   DFND   4,482,614 0 0
FORRESTER RESH INC COM 346563109 591 15,098 SH   DFND   15,098 0 0
ILG INC COM 44967H101 120,269 4,375,000 SH   DFND   4,375,000 0 0
MUELLER WTR PRODS INC COM SER A 624758108 15,787 1,351,587 SH   DFND   1,351,587 0 0
NETSCOUT SYS INC COM 64115T104 89,461 2,600,602 SH   DFND   2,600,602 0 0
SHUTTERFLY INC COM 82568P304 79,887 1,681,828 SH   DFND   1,681,828 0 0
SP PLUS CORP COM 78469C103 33,999 1,112,900 SH   DFND   1,112,900 0 0
STAMPS COM INC COM NEW 852857200 86,033 555,500 SH   DFND   555,500 0 0
STANDEX INTL CORP COM 854231107 1,416 15,610 SH   DFND   15,610 0 0