The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| Alarm.com Holdings, Inc. | COM | 011642105 | 104,650 | 2,781,030 | SH | SOLE | 2,781,030 | 0 | 0 | ||
| America's Car-Mart Inc. | COM | 03062T105 | 29,701 | 763,514 | SH | SOLE | 763,514 | 0 | 0 | ||
| Ansys, Inc. | COM | 03662Q105 | 128,247 | 1,053,970 | SH | SOLE | 1,053,970 | 0 | 0 | ||
| Box, Inc | COM | 10316T104 | 105,839 | 5,802,586 | SH | SOLE | 5,802,586 | 0 | 0 | ||
| Colfax Corporation | COM | 194014106 | 152,216 | 3,866,300 | SH | SOLE | 3,866,300 | 0 | 0 | ||
| comScore, Inc. | COM | 20564W105 | 68,617 | 2,613,988 | SH | SOLE | 2,613,988 | 0 | 0 | ||
| CoStar Group | COM | 22160N109 | 145,958 | 553,711 | SH | SOLE | 553,711 | 0 | 0 | ||
| FactSet Research Systems inc. | COM | 303075105 | 101,871 | 613,018 | SH | SOLE | 613,018 | 0 | 0 | ||
| Fastenal Company | COM | 311900104 | 156,392 | 3,592,749 | SH | SOLE | 3,592,749 | 0 | 0 | ||
| Gartner Inc. | COM | 366651107 | 135,456 | 1,096,723 | SH | SOLE | 1,096,723 | 0 | 0 | ||
| Interactive Brokers Group Inc | COM | 45841N107 | 167,077 | 4,464,909 | SH | SOLE | 4,464,909 | 0 | 0 | ||
| Markel Corp. | COM | 570535104 | 114,359 | 117,188 | SH | SOLE | 117,188 | 0 | 0 | ||
| National Instruments Corp. | COM | 636518102 | 152,182 | 3,783,751 | SH | SOLE | 3,783,751 | 0 | 0 | ||
| Platform Specialty Products Co | COM | 72766Q105 | 212,263 | 16,739,957 | SH | SOLE | 16,739,957 | 0 | 0 | ||
| Twilio Inc. | COM | 90138F102 | 54,565 | 1,874,434 | SH | SOLE | 1,874,434 | 0 | 0 | ||
| UNDER ARMOUR INC CL C | COM | 904311206 | 154,101 | 7,643,913 | SH | SOLE | 7,643,913 | 0 | 0 | ||
| US Ecology, Inc. | COM | 91732J102 | 36,393 | 720,658 | SH | SOLE | 720,658 | 0 | 0 | ||
| Verisk Analytics, Inc. | COM | 92345Y106 | 93,853 | 1,112,394 | SH | SOLE | 1,112,394 | 0 | 0 | ||
| Waters Corporation | COM | 941848103 | 133,153 | 724,285 | SH | SOLE | 724,285 | 0 | 0 | ||