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
Estimated average burden
hours per response: 23.8
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
ALLIANCE DATA SYSTEMS CORP COM 018581108 57,437 259,250 SH   SOLE   259,250 0 0
SMITH (A.O.) CORP COM 831865209 374 6,300 SH   SOLE   6,300 0 0
BORGWARNER INC COM 099724106 58,973 1,151,150 SH   SOLE   1,151,150 0 0
CERNER CORP COM 156782104 1,316 18,450 SH   SOLE   18,450 0 0
CIMPRESS NV COM N20146101 32,457 332,347 SH   SOLE   332,347 0 0
CLEAN HARBORS INC COM 184496107 1,338 23,600 SH   SOLE   23,600 0 0
DESCARTES SYS GROUP INC COM 249906108 25 900 SH   SOLE   900 0 0
FASTENAL CO COM 311900104 20,771 455,700 SH   SOLE   455,700 0 0
GILDAN ACTIVEWEAR INC COM 375916103 139,225 4,450,913 SH   SOLE   4,450,913 0 0
HD SUPPLY HOLDINGS INC COM 40416M105 1,419 39,350 SH   SOLE   39,350 0 0
HEICO CORP NEW CL A 422806208 251 3,300 SH   SOLE   3,300 0 0
KIRBY CORP COM 497266106 950 14,400 SH   SOLE   14,400 0 0
MIDDLEBY CORP COM 596278101 1,607 38,650 SH   SOLE   38,650 0 0
MANHATTAN ASSOCIATES INC COM 562750109 1,397 10,900 SH   SOLE   10,900 0 0
MITEL NETWORKS CORP COM 60671Q104 6,229 742,447 SH   SOLE   742,447 0 0
NETSCOUT SYSTEMS INC COM 64115T104 99,424 3,073,380 SH   SOLE   3,073,380 0 0
OPEN TEXT CORP COM 683715106 78,542 2,432,386 SH   SOLE   2,432,386 0 0
POLARIS INDUSTRIES INC COM 731068102 1,193 11,400 SH   SOLE   11,400 0 0
PRA GROUP INC COM 69354N106 170,638 5,955,965 SH   SOLE   5,955,965 0 0
SERVICE CORP INTERNATIONAL COM 817565104 47,101 1,365,250 SH   SOLE   1,365,250 0 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 74,611 1,858,300 SH   SOLE   1,858,300 0 0
TJX COMPANIES INC COM 872540109 58,936 799,350 SH   SOLE   799,350 0 0
TRACTOR SUPPLY CO COM 892356106 78,349 1,237,936 SH   SOLE   1,237,936 0 0
URBAN OUTFITTERS INC COM 917047102 70,566 2,952,550 SH   SOLE   2,952,550 0 0
WABCO HOLDINGS INC COM 92927K102 1,569 10,600 SH   SOLE   10,600 0 0
WABTEC CORP COM 929740108 508 6,700 SH   SOLE   6,700 0 0