The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 11,731 | 19,231,162 | SH | SOLE | 19,231,162 | 0 | 0 | ||
| Ames National Corp | Common Stock | 031001100 | 1,998 | 73,736 | SH | SOLE | 73,736 | 0 | 0 | ||
| Builders FirstSource Inc | Common Stock | 12008R107 | 94,624 | 5,612,323 | SH | SOLE | 5,612,323 | 0 | 0 | ||
| Carbonite Inc | Common Stock | 141337105 | 36,055 | 1,384,594 | SH | SOLE | 1,384,594 | 0 | 0 | ||
| Town Sports International Holdings Inc | Common Stock | 89214A102 | 5,954 | 2,743,828 | SH | SOLE | 2,743,828 | 0 | 0 | ||
| CRH Medical Corp | Common Stock | 12626F105 | 12,902 | 4,257,951 | SH | SOLE | 4,257,951 | 0 | 0 | ||
| Green Brick Partners Inc | Common Stock | 392709101 | 12,744 | 1,533,569 | SH | SOLE | 1,533,569 | 0 | 0 | ||
| United Insurance Holdings Corp | Common Stock | 910710102 | 437 | 30,663 | SH | SOLE | 30,663 | 0 | 0 | ||
| Universal Insurance Holdings Inc | Common Stock | 91359V107 | 8,160 | 292,469 | SH | SOLE | 292,469 | 0 | 0 | ||
| Waterstone Financial Inc | Common Stock | 94188P101 | 7,193 | 421,658 | SH | SOLE | 421,658 | 0 | 0 | ||
| Weight Watchers International Inc | Common Stock | 948626106 | 24,832 | 1,300,082 | SH | SOLE | 1,300,082 | 0 | 0 | ||