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
Estimated average burden
hours per response: 23.8
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 5,079 19,231,162 SH   SOLE   19,231,162 0 0
Ames National Corp Common Stock 031001100 2,068 72,288 SH   SOLE   72,288 0 0
Builders FirstSource Inc Common Stock 12008R107 79,248 3,851,653 SH   SOLE   3,851,653 0 0
Carbonite Inc Common Stock 141337105 14,560 939,969 SH   SOLE   939,969 0 0
Town Sports International Holdings Inc Common Stock 89214A102 4,500 2,743,828 SH   SOLE   2,743,828 0 0
CRH Medical Corp Common Stock 12626F105 15,366 4,988,831 SH   SOLE   4,988,831 0 0
Green Brick Partners Inc Common Stock 392709101 16,409 1,533,569 SH   SOLE   1,533,569 0 0
Universal Insurance Holdings Inc Common Stock 91359V107 9,287 309,669 SH   SOLE   309,669 0 0
Waterstone Financial Inc Common Stock 94188P101 7,491 436,023 SH   SOLE   436,023 0 0
Weight Watchers International Inc Common Stock 98262P101 12,222 323,159 SH   SOLE   323,159 0 0