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
ARC Document Solutions Inc Common stock 00191G103 11,715 2,928,773 SH   SOLE   2,928,773 0 0
Ascena Retail Group Inc. Common stock 04351G101 27,930 1,600,575 SH   SOLE   1,600,575 0 0
Big 5 Sporting Goods Corp Common stock 08915P101 59,822 2,725,364 SH   SOLE   2,725,364 0 0
Builders FirstSource Inc Common stock 12008R107 80,854 13,520,733 SH   SOLE   13,520,733 0 0
BlueLinx Holdings Inc Common stock 09624H109 13,606 6,328,501 SH   SOLE   6,328,501 0 0
Commercial Vehicle Group Inc Common stock 202608105 21,644 2,901,285 SH   SOLE   2,901,285 0 0
Dice Holdings Inc Common stock 253017107 6,416 696,665 SH   SOLE   696,665 0 0
Ambassadors Group Inc Common stock 023177108 1,217 342,943 SH   SOLE   342,943 0 0
Intermountain Community Bancorp Common stock 45881M308 5,294 387,822 SH   SOLE   387,822 0 0
K12 Inc Common stock 48273U102 20,011 761,727 SH   SOLE   761,727 0 0
Insperity Inc Common stock 45778Q107 80,108 2,643,812 SH   SOLE   2,643,812 0 0
CafePress Inc Common stock 12769A103 4,435 707,284 SH   SOLE   707,284 0 0
TechTarget Inc Common stock 87874R100 1,410 315,436 SH   SOLE   315,436 0 0
Ubiquiti Networks Inc Common stock 90347A100 8,105 462,100 SH   SOLE   462,100 0 0
Universal Technical Institute Inc Common stock 913915104 37,259 3,606,894 SH   SOLE   3,606,894 0 0
WSFS Financial Corp Common stock 929328102 17,455 333,171 SH   SOLE   333,171 0 0