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 | 7,153 | 287,737 | SH | SOLE | 287,737 | 0 | 0 | ||
| Builders FirstSource Inc | Common Stock | 12008R107 | 29,558 | 457,972 | SH | SOLE | 457,972 | 0 | 0 | ||
| EMCOR Group Inc | Common Stock | 29084Q100 | 8,464 | 75,150 | SH | SOLE | 75,150 | 0 | 0 | ||
| GoDaddy Inc | Common Stock | 380237107 | 42,676 | 509,873 | SH | SOLE | 509,873 | 0 | 0 | ||
| Grand Canyon Education Inc | Common Stock | 38526M106 | 30,028 | 309,218 | SH | SOLE | 309,218 | 0 | 0 | ||
| Pure Cycle Corp | Common Stock | 746228303 | 4,846 | 403,170 | SH | SOLE | 403,170 | 0 | 0 | ||
| PGT Innovations Inc | Common Stock | 69336V101 | 33,497 | 1,862,987 | SH | SOLE | 1,862,987 | 0 | 0 | ||
| Sleep Number Corp | Common Stock | 83125X103 | 34,474 | 679,824 | SH | SOLE | 679,824 | 0 | 0 | ||
| First Financial Corp/IN | Common Stock | 320218100 | 12,318 | 284,604 | SH | SOLE | 284,604 | 0 | 0 | ||
| WW International Inc | Common Stock | 98262P101 | 8,173 | 798,942 | SH | SOLE | 798,942 | 0 | 0 | ||