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
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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 48,270 19,231,162 SH   SOLE   19,231,162 0 0
Ames National Corp Common Stock 031001100 718 28,228 SH   SOLE   28,228 0 0
Builders FirstSource Inc Common Stock 12008R107 61,230 5,612,323 SH   SOLE   5,612,323 0 0
Civitas Solutions Inc Common Stock 17887R102 49,425 2,822,683 SH   SOLE   2,822,683 0 0
Collectors Universe Inc Common Stock 19421R200 1,891 166,418 SH   SOLE   166,418 0 0
Town Sports International Holdings Inc Common Stock 89214A102 14,766 2,307,262 SH   SOLE   2,307,262 0 0
Computer Programs & Systems Inc Common Stock 205306103 9,715 387,061 SH   SOLE   387,061 0 0
CRH Medical Corp Common Stock 12626F105 6,657 2,182,483 SH   SOLE   2,182,483 0 0
NIC Inc Common Stock 62914B100 7,241 580,199 SH   SOLE   580,199 0 0
EMCOR Group Inc Common Stock 29084Q100 7,761 130,023 SH   SOLE   130,023 0 0
Green Brick Partners Inc Common Stock 392709101 10,512 1,451,877 SH   SOLE   1,451,877 0 0
Shutterfly Inc Common Stock 82568P304 17,577 436,590 SH   SOLE   436,590 0 0
United Insurance Holdings Corp Common Stock 910710102 947 56,996 SH   SOLE   56,996 0 0
Universal Technical Institute Inc Common Stock 913915104 2,064 565,475 SH   SOLE   565,475 0 0
Waterstone Financial Inc Common Stock 94188P101 2,804 167,275 SH   SOLE   167,275 0 0