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
ALLIANCE DATA SYSTEMS CORP COM 018581108 55,322 282,370 SH   SOLE   282,370 0 0
CIMPRESS N V SHS EURO N20146101 430,632 4,656,492 SH   SOLE   4,656,492 0 0
COPART INC COM 217204106 59,229 1,208,516 SH   SOLE   1,208,516 0 0
CREDIT ACCEP CORP MICH COM 225310101 411,394 2,222,789 SH   SOLE   2,222,789 0 0
FLEETMATICS GROUP PLC COM G35569105 16,764 386,902 SH   SOLE   386,902 0 0
LIFELOCK INC COM 53224V100 138,800 8,779,258 SH   SOLE   8,779,258 0 0
NEUSTAR INC CL A 64126X201 82,694 3,517,392 SH   SOLE   3,517,392 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 84,834 1,836,622 SH   SOLE   1,836,622 0 0
SYSTEMAX INC COM 871851101 18,068 2,118,192 SH   SOLE   2,118,192 0 0
TRACTOR SUPPLY CO COM 892356106 45,156 495,236 SH   SOLE   495,236 0 0
WORLD ACCEP CORP DEL COM 981419104 92,910 2,037,495 SH   SOLE   2,037,495 0 0
YELP INC CL A 985817105 96,409 3,175,523 SH   SOLE   3,175,523 0 0