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 6,252 61,059 SH   SOLE   61,059 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 190,235 3,273,697 SH   SOLE   3,273,697 0 0
CALIX INC COM 13100M509 9,426 117,865 SH   SOLE   117,865 0 0
CUTERA INC COM 232109108 50,006 1,210,224 SH   SOLE   1,210,224 0 0
EVOLENT HEALTH INC CL A 30050B101 9,530 344,431 SH   SOLE   344,431 0 0
ICAD INC COM NEW 44934S206 579 80,486 SH   SOLE   80,486 0 0
LENDINGTREE INC NEW COM 52603B107 2,421 19,745 SH   SOLE   19,745 0 0
QUOTIENT TECHNOLOGY INC COM 749119103 2,095 282,336 SH   SOLE   282,336 0 0
RADNET INC COM 750491102 7,145 237,305 SH   SOLE   237,305 0 0
VIEMED HEALTHCARE INC COM 92663R105 3,181 609,386 SH   SOLE   609,386 0 0