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
AMERICAS CAR-MART INC COM 03062T105 4,919 61,059 SH   SOLE   61,059 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 135,138 3,273,697 SH   SOLE   3,273,697 0 0
CALIX INC COM 13100M509 5,058 117,865 SH   SOLE   117,865 0 0
CUTERA INC COM 232109108 83,505 1,210,224 SH   SOLE   1,210,224 0 0
EVOLENT HEALTH INC CL A 30050B101 12,149 376,115 SH   SOLE   376,115 0 0
ICAD INC COM NEW 44934S206 397 89,077 SH   SOLE   89,077 0 0
LENDINGTREE INC NEW COM 52603B107 3,153 26,350 SH   SOLE   26,350 0 0
RADNET INC COM 750491102 5,817 260,043 SH   SOLE   260,043 0 0
VIEMED HEALTHCARE INC COM 92663R105 3,035 609,386 SH   SOLE   609,386 0 0