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

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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 COM 031001100 4,221 190,307 SH   SOLE   190,307 0 0
Builders FirstSource Inc COM 12008R107 25,497 432,740 SH   SOLE   432,740 0 0
Digital Turbine Inc COM NEW 25400W102 4,758 330,190 SH   SOLE   330,190 0 0
EMCOR Group Inc COM 29084Q100 6,908 59,816 SH   SOLE   59,816 0 0
F45 Training Holdings Inc COM 30322L101 5,840 1,889,891 SH   SOLE   1,889,891 0 0
Gitlab Inc CLASS A COM 37637K108 9,430 184,109 SH   SOLE   184,109 0 0
GoDaddy Inc CL A 380237107 32,333 456,166 SH   SOLE   456,166 0 0
PGT Innovations Inc COM 69336V101 39,829 1,900,221 SH   SOLE   1,900,221 0 0
RH COM 74967X103 6,150 24,993 SH   SOLE   24,993 0 0
Sleep Number Corp COM 83125X103 28,169 833,163 SH   SOLE   833,163 0 0
Zillow Group Inc CL C CAP STK 98954M200 5,324 186,098 SH   SOLE   186,098 0 0