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
Alarm.com Holdings, Inc. COM 011642105 128,953 3,416,891 SH   SOLE   3,400,891 0 16,000
Ansys, Inc. COM 03662Q105 167,742 1,070,534 SH   SOLE   1,070,534 0 0
Box, Inc COM 10316T104 149,455 7,272,749 SH   SOLE   7,251,672 0 21,077
Colfax Corporation COM 194014106 101,974 3,196,676 SH   SOLE   3,190,018 0 6,658
comScore, Inc. COM 20564W105 60,471 2,512,285 SH   SOLE   2,507,935 0 4,350
CoStar Group COM 22160N109 225,789 622,557 SH   SOLE   622,557 0 0
Elf Beauty Inc COM 26856L103 42,311 2,184,372 SH   SOLE   2,176,702 0 7,670
FactSet Research Systems inc. COM 303075105 151,774 761,077 SH   SOLE   761,077 0 0
Fastenal Company COM 311900104 204,215 3,740,893 SH   SOLE   3,740,893 0 0
Gartner Inc. COM 366651107 186,730 1,587,571 SH   SOLE   1,587,571 0 0
Interactive Brokers Group Inc COM 45841N107 326,250 4,852,017 SH   SOLE   4,852,017 0 0
National Instruments Corp. COM 636518102 179,172 3,543,046 SH   SOLE   3,543,046 0 0
Platform Specialty Products Co COM 72766Q105 172,354 17,897,653 SH   SOLE   17,841,961 0 55,692
TripAdvisor, Inc COM 896945201 173,386 4,240,302 SH   SOLE   4,240,302 0 0
Twilio Inc. COM 90138F102 73,783 1,932,511 SH   SOLE   1,922,821 0 9,690
UNDER ARMOUR INC CL C COM 904311206 118,966 8,290,316 SH   SOLE   8,290,316 0 0
Waters Corporation COM 941848103 148,443 747,260 SH   SOLE   747,260 0 0