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 20,770 19,231,162 SH   SOLE   19,231,162 0 0
Ames National Corp Common Stock 031001100 1,558 56,855 SH   SOLE   56,855 0 0
Builders FirstSource Inc Common Stock 12008R107 74,868 5,612,323 SH   SOLE   5,612,323 0 0
Carbonite Inc Common Stock 141337105 3,034 122,303 SH   SOLE   122,303 0 0
Casa Systems Inc Common Stock 14713L102 307 36,968 SH   SOLE   36,968 0 0
Town Sports International Holdings Inc Common Stock 89214A102 12,883 2,706,542 SH   SOLE   2,706,542 0 0
CRH Medical Corp Common Stock 12626F105 9,734 3,659,360 SH   SOLE   3,659,360 0 0
Green Brick Partners Inc Common Stock 392709101 13,197 1,508,209 SH   SOLE   1,508,209 0 0
Shutterfly Inc Common Stock 82568P304 16,912 416,153 SH   SOLE   416,153 0 0
United Insurance Holdings Corp Common Stock 910710102 2,718 170,965 SH   SOLE   170,965 0 0
Universal Technical Institute Inc Common Stock 913915104 756 221,718 SH   SOLE   221,718 0 0
Universal Insurance Holdings Inc Common Stock 91359V107 6,496 209,554 SH   SOLE   209,554 0 0
Waterstone Financial Inc Common Stock 94188P101 6,588 400,263 SH   SOLE   400,263 0 0
Weight Watchers International Inc Common Stock 948626106 18,369 911,613 SH   SOLE   911,613 0 0