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 6,228 280,780 SH   SOLE   280,780 0 0
Builders FirstSource Inc Common Stock 12008R107 37,220 693,111 SH   SOLE   693,111 0 0
EMCOR Group Inc Common Stock 29084Q100 19,129 185,789 SH   SOLE   185,789 0 0
GoDaddy Inc Common Stock 380237107 38,124 548,073 SH   SOLE   548,073 0 0
Gitlab Inc Common Stock 37637K108 12,688 238,759 SH   SOLE   238,759 0 0
Grand Canyon Education Inc Common Stock 38526M106 2,933 31,140 SH   SOLE   31,140 0 0
Pure Cycle Corp Common Stock 746228303 1,033 97,964 SH   SOLE   97,964 0 0
PGT Innovations Inc Common Stock 69336V101 33,790 2,030,626 SH   SOLE   2,030,626 0 0
Sleep Number Corp Common Stock 83125X103 29,554 954,882 SH   SOLE   954,882 0 0
WW International Inc Common Stock 98262P101 3,309 517,845 SH   SOLE   517,845 0 0