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 COM 03062T105 2,583 28,278 SH   SOLE   28,278 0 0
ARGO GROUP INTERNATIONAL COM G0464B107 134,499 1,903,469 SH   SOLE   1,903,469 0 0
BROOKS AUTOMATION INC COM 114340102 3,338 113,805 SH   SOLE   113,805 0 0
CALIX NETWORKS INC COM 13100M509 9,648 1,253,044 SH   SOLE   1,253,044 0 0
COWEN GROUP INC CLASS A COM 223622606 2,016 139,104 SH   SOLE   139,104 0 0
CUTERA INC COM 232109108 5,227 295,978 SH   SOLE   295,978 0 0
HEALTHCARE SERVICES GROUP COM 421906108 1,263 38,290 SH   SOLE   38,290 0 0
IMAX CORP COM 45245E109 338 14,892 SH   SOLE   14,892 0 0
NATUS MEDICAL INC COM 639050103 5,613 221,142 SH   SOLE   221,142 0 0