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
AMERICAS CAR-MART INC COMM 03062T105 2,546 29,990 SH   SOLE   29,990 0 0
ARGO GROUP INTERNATIONAL COMM G0464B107 112,713 3,273,697 SH   SOLE   3,273,697 0 0
AVID TECHNOLOGY INC COMM 05367P100 2,165 252,964 SH   SOLE   252,964 0 0
CALIX NETWORKS INC COMM 13100M509 11,093 623,907 SH   SOLE   623,907 0 0
CUTERA INC COMM 232109108 10,346 545,396 SH   SOLE   545,396 0 0
ENCORE CAPITAL GROUP INC COMM 292554102 814 21,094 SH   SOLE   21,094 0 0
ENOVA INTERNATIONAL INC COMM 29357K103 2,231 136,141 SH   SOLE   136,141 0 0
EVOLENT HEALTH INC - A COMM 30050B101 9,376 755,535 SH   SOLE   755,535 0 0
J2 GLOBAL INC COMM 48123V102 1,338 19,327 SH   SOLE   19,327 0 0
ONTO INNOVATION INC COMM 683344105 372 12,500 SH   SOLE   12,500 0 0
PRA GROUP INC COMM 69354N106 811 20,293 SH   SOLE   20,293 0 0
RADNET INC COMM 750491102 3,502 228,157 SH   SOLE   228,157 0 0