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
ACI WORLDWIDE INC COM 004498101 53,311 2,732,512 SH   DFND   2,732,512 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 12,401 235,127 SH   DFND   235,127 0 0
BLACKHAWK NETWORK HLDGS INC COM 09238E104 77,027 2,300,000 SH   DFND   2,300,000 0 0
CBIZ INC COM 124805102 6,097 585,716 SH   DFND   585,716 0 0
CONTROL4 CORP COM 21240D107 9,433 1,156,013 SH   DFND   1,156,013 0 0
COTT CORP QUE COM 22163N106 23,267 1,666,700 SH   DFND   1,666,700 0 0
EBIX INC COM NEW 278715206 77,841 1,625,064 SH   DFND   1,625,064 0 0
EPIQ SYS INC COM 26882D109 89,047 6,099,088 SH   DFND   6,099,088 0 0
FORRESTER RESH INC COM 346563109 41,490 1,125,608 SH   DFND   1,125,608 0 0
INTERVAL LEISURE GROUP INC COM 46113M108 15,870 998,134 SH   DFND   998,134 0 0
MUELLER WTR PRODS INC COM SER A 624758108 42,799 3,747,687 SH   DFND   3,747,687 0 0
PTC INC COM 69370C100 69,672 1,853,978 SH   DFND   1,853,978 0 0
SHUTTERFLY INC COM 82568P304 62,310 1,336,828 SH   DFND   1,336,828 0 0
STANDEX INTL CORP COM 854231107 1,078 13,050 SH   DFND   13,050 0 0