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 122,071 2,701,886 SH   SOLE   2,701,886 0 0
America's Car-Mart Inc. COM 03062T105 12,110 294,477 SH   SOLE   294,477 0 0
Ansys, Inc. COM 03662Q105 128,956 1,050,732 SH   SOLE   1,050,732 0 0
Box, Inc COM 10316T104 123,483 6,391,461 SH   SOLE   6,391,461 0 0
Colfax Corporation COM 194014106 156,518 3,758,826 SH   SOLE   3,758,826 0 0
comScore, Inc. COM 20564W105 72,226 2,512,205 SH   SOLE   2,512,205 0 0
CoStar Group COM 22160N109 160,951 600,005 SH   SOLE   600,005 0 0
FactSet Research Systems inc. COM 303075105 121,082 672,267 SH   SOLE   672,267 0 0
Fastenal Company COM 311900104 166,956 3,662,915 SH   SOLE   3,662,915 0 0
Gartner Inc. COM 366651107 141,693 1,138,918 SH   SOLE   1,138,918 0 0
Interactive Brokers Group Inc COM 45841N107 205,473 4,562,008 SH   SOLE   4,562,008 0 0
Markel Corp. COM 570535104 133,660 125,152 SH   SOLE   125,152 0 0
National Instruments Corp. COM 636518102 146,526 3,474,660 SH   SOLE   3,474,660 0 0
Platform Specialty Products Co COM 72766Q105 183,993 16,501,635 SH   SOLE   16,501,635 0 0
Twilio Inc. COM 90138F102 56,070 1,878,406 SH   SOLE   1,878,406 0 0
UNDER ARMOUR INC CL C COM 904311206 121,535 8,091,563 SH   SOLE   8,091,563 0 0
US Ecology, Inc. COM 91732J102 33,255 618,123 SH   SOLE   618,123 0 0
Waters Corporation COM 941848103 130,861 728,948 SH   SOLE   728,948 0 0