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
Ascena Retail Group Inc Common Stock 04351G101 82,463 14,751,920 SH   SOLE   14,751,920 0 0
Big 5 Sporting Goods Corp Common Stock 08915P101 35,143 2,580,295 SH   SOLE   2,578,295 0 0
Buckle Inc/The Common Stock 118440106 13,474 560,736 SH   SOLE   560,736 0 0
Builders FirstSource Inc Common Stock 12008R107 98,728 8,577,599 SH   SOLE   8,577,599 0 0
Civitas Solutions Inc Common Stock 17887R102 5,409 296,212 SH   SOLE   296,212 0 0
Computer Programs & Systems Inc Common Stock 205306103 22,695 870,890 SH   SOLE   870,890 0 0
Express Inc Common Stock 30219E103 20,551 1,743,089 SH   SOLE   1,743,089 0 0
Heidrick & Struggles International Inc Common Stock 422819102 10,965 591,087 SH   SOLE   591,087 0 0
Republic Bancorp Inc/KY Common Stock 760281204 12,797 411,757 SH   SOLE   411,757 0 0
Universal Technical Institute Inc Common Stock 913915104 6,420 3,606,894 SH   SOLE   3,606,894 0 0
Waterstone Financial Inc Common Stock 94188P101 484 28,466 SH   SOLE   28,466 0 0