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 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 14,404 | 1,300,000 | SH | DFND | 1 | 1,300,000 | 0 | 0 | |
| BMC STK HLDGS INC | COM | 05591B109 | 20,921 | 1,249,001 | SH | DFND | 1 | 1,249,001 | 0 | 0 | |
| CIMPRESS N V | SHS EURO | N20146101 | 178,508 | 2,200,000 | SH | DFND | 1 | 2,200,000 | 0 | 0 | |
| COLLIERS INTL GROUP INC | SUB VTG SHS | 194693107 | 109,420 | 2,453,036 | SH | DFND | 1 | 2,453,036 | 0 | 0 | |
| FIRSTSERVICE CORP NEW | SUB VTG SH | 33767E103 | 99,086 | 2,453,036 | SH | DFND | 1 | 2,453,036 | 0 | 0 | |
| INSTALLED BLDG PRODS INC | COM | 45780R101 | 42,474 | 1,710,600 | SH | DFND | 1 | 1,710,600 | 0 | 0 | |
| SPARK NETWORKS INC | COM | 84651P100 | 8,374 | 2,175,000 | SH | DFND | 1 | 2,175,000 | 0 | 0 | |
| XPO LOGISTICS INC | COM | 983793100 | 163,500 | 6,000,000 | SH | DFND | 1 | 6,000,000 | 0 | 0 | |