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 |
| Ames National Corp | Common Stock | 031001100 | 9,831 | 422,650 | SH | SOLE | 422,650 | 0 | 0 | ||
| Builders FirstSource Inc | Common Stock | 12008R107 | 20,850 | 402,972 | SH | SOLE | 402,972 | 0 | 0 | ||
| GoDaddy Inc | Common Stock | 380237107 | 38,460 | 551,794 | SH | SOLE | 551,794 | 0 | 0 | ||
| Grand Canyon Education Inc | Common Stock | 38526M106 | 51,459 | 585,024 | SH | SOLE | 585,024 | 0 | 0 | ||
| Pure Cycle Corp | Common Stock | 746228303 | 9,470 | 711,465 | SH | SOLE | 711,465 | 0 | 0 | ||
| PGT Innovations Inc | Common Stock | 69336V101 | 8,877 | 464,773 | SH | SOLE | 464,773 | 0 | 0 | ||
| First Financial Corp/IN | Common Stock | 320218100 | 22,121 | 526,059 | SH | SOLE | 526,059 | 0 | 0 | ||
| Universal Insurance Holdings Inc | Common Stock | 91359V107 | 5,770 | 442,489 | SH | SOLE | 442,489 | 0 | 0 | ||
| Waterstone Financial Inc | Common Stock | 94188P101 | 8,794 | 429,173 | SH | SOLE | 429,173 | 0 | 0 | ||
| WW International Inc | Common Stock | 98262P101 | 52,280 | 2,864,678 | SH | SOLE | 2,864,678 | 0 | 0 | ||
| Zix Corp | Common Stock | 98974P100 | 959 | 135,670 | SH | SOLE | 135,670 | 0 | 0 | ||