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
Ames National Corp Common Stock 031001100 8,745 357,093 SH   SOLE   357,093 0 0
Builders FirstSource Inc Common Stock 12008R107 34,539 402,972 SH   SOLE   402,972 0 0
First Financial Corp/IN Common Stock 320218100 23,825 526,059 SH   SOLE   526,059 0 0
GoDaddy Inc Common Stock 380237107 42,233 497,673 SH   SOLE   497,673 0 0
Grand Canyon Education Inc Common Stock 38526M106 58,932 687,580 SH   SOLE   687,580 0 0
PGT Innovations Inc Common Stock 69336V101 20,607 916,272 SH   SOLE   916,272 0 0
Pure Cycle Corp Common Stock 746228303 10,393 711,854 SH   SOLE   711,854 0 0
Sleep Number Corp Common Stock 83125X103 19,004 248,096 SH   SOLE   248,096 0 0
Waterstone Financial Inc Common Stock 94188P101 1,613 73,781 SH   SOLE   73,781 0 0
WW International Inc Common Stock 98262P101 46,207 2,864,678 SH   SOLE   2,864,678 0 0