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
COLFAX COM 194014106 4,209 140,718 SH   SOLE   140,718 0 0
CLEAN HARBORS INC COM 184496107 22,511 511,964 SH   SOLE   511,964 0 0
EXAMWORKS GROUP INC COM 30066A105 48,136 1,646,228 SH   SOLE   1,646,228 0 0
BLACKHAWK NETWORK HLDGS INC COM 09238E104 39,747 937,651 SH   SOLE   937,651 0 0
MATTRESS FIRM HOLDING CORP COM 57722W106 11,680 279,700 SH   SOLE   279,700 0 0
BANKRATE INC DEL COM 06647F102 20,954 2,024,519 SH   SOLE   2,024,519 0 0
COMSCORE INC COM 20564W105 38,706 838,708 SH   SOLE   838,708 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 36,703 694,866 SH   SOLE   694,866 0 0