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 100,783 2,669,739 SH   SOLE   2,669,739 0 0
Ansys, Inc. COM 03662Q105 157,701 1,068,507 SH   SOLE   1,068,507 0 0
Box, Inc COM 10316T104 130,663 6,186,716 SH   SOLE   6,186,716 0 0
Colfax Corporation COM 194014106 142,630 3,599,952 SH   SOLE   3,599,952 0 0
comScore, Inc. COM 20564W105 68,329 2,397,505 SH   SOLE   2,397,505 0 0
CoStar Group COM 22160N109 184,573 621,563 SH   SOLE   621,563 0 0
Elf Beauty Inc COM 26856L103 45,469 2,038,065 SH   SOLE   2,038,065 0 0
FactSet Research Systems inc. COM 303075105 146,705 761,077 SH   SOLE   761,077 0 0
Fastenal Company COM 311900104 204,179 3,733,384 SH   SOLE   3,733,384 0 0
Gartner Inc. COM 366651107 158,140 1,284,122 SH   SOLE   1,284,122 0 0
Interactive Brokers Group Inc COM 45841N107 286,729 4,842,582 SH   SOLE   4,842,582 0 0
Markel Corp. COM 570535104 145,384 127,627 SH   SOLE   127,627 0 0
National Instruments Corp. COM 636518102 147,213 3,536,218 SH   SOLE   3,536,218 0 0
Platform Specialty Products Co COM 72766Q105 164,171 16,549,499 SH   SOLE   16,549,499 0 0
Twilio Inc. COM 90138F102 53,663 2,273,877 SH   SOLE   2,273,877 0 0
UNDER ARMOUR INC CL C COM 904311206 110,194 8,272,828 SH   SOLE   8,272,828 0 0
Waters Corporation COM 941848103 144,065 745,719 SH   SOLE   745,719 0 0