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 87,886 19,231,162 SH   SOLE   19,231,162 0 0
Ames National Corp Common Stock 031001100 233 8,538 SH   SOLE   8,538 0 0
Builders FirstSource Inc Common Stock 12008R107 68,669 4,677,724 SH   SOLE   4,677,724 0 0
Civitas Solutions Inc Common Stock 17887R102 44,919 3,045,368 SH   SOLE   3,045,368 0 0
Collectors Universe Inc Common Stock 19421R200 2,432 164,352 SH   SOLE   164,352 0 0
Town Sports International Holdings Inc Common Stock 89214A102 13,761 1,590,886 SH   SOLE   1,590,886 0 0
Computer Programs & Systems Inc Common Stock 205306103 18,311 681,966 SH   SOLE   681,966 0 0
CRH Medical Corp Common Stock 12626F105 2,224 562,956 SH   SOLE   562,956 0 0
Green Brick Partners Inc Common Stock 392709101 7,644 756,825 SH   SOLE   756,825 0 0
MedEquities Realty Trust Inc Common Stock 58409L306 2,843 292,481 SH   SOLE   292,481 0 0
United Insurance Holdings Corp Common Stock 910710102 7,468 333,697 SH   SOLE   333,697 0 0
Universal Technical Institute Inc Common Stock 913915104 3,892 1,463,276 SH   SOLE   1,463,276 0 0