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 60,577 282,370 SH   SOLE   282,370 0 0
CIMPRESS N V SHS EURO N20146101 471,144 4,656,492 SH   SOLE   4,656,492 0 0
COPART INC COM 217204106 64,728 1,208,516 SH   SOLE   1,208,516 0 0
CREDIT ACCEP CORP MICH COM 225310101 446,936 2,222,789 SH   SOLE   2,222,789 0 0
LIFELOCK INC COM 53224V100 132,326 7,820,683 SH   SOLE   7,820,683 0 0
NEUSTAR INC CL A 64126X201 78,202 2,941,045 SH   SOLE   2,941,045 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 85,311 1,316,941 SH   SOLE   1,316,941 0 0
SYSTEMAX INC COM 871851101 16,776 2,118,192 SH   SOLE   2,118,192 0 0
WAYFAIR INC. CL A 94419L101 74,231 1,885,465 SH   SOLE   1,885,465 0 0
WORLD ACCEP CORP DEL COM 981419104 99,919 2,037,495 SH   SOLE   2,037,495 0 0
YELP INC CL A 985817105 132,419 3,175,523 SH   SOLE   3,175,523 0 0