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 8,501 38,643 SH   SOLE   38,643 0 0
AMERCO COM 023586100 10,578 29,604 SH   SOLE   29,604 0 0
BGC PARTNERS INC CL A 05541T101 1,391 153,756 SH   SOLE   153,756 0 0
BOSTON BEER INC CL A 100557107 12,100 65,380 SH   SOLE   65,380 0 0
BROWN & BROWN INC COM 115236101 33,703 941,421 SH   SOLE   941,421 0 0
CAPITAL ONE FINL CORP COM 14040H105 3,322 47,931 SH   SOLE   47,931 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 33,622 536,241 SH   SOLE   536,241 0 0
CRITEO S A SPONS ADS 226718104 10,572 255,228 SH   SOLE   255,228 0 0
EBAY INC COM 278642103 20,357 853,168 SH   SOLE   853,168 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 6,195 228,099 SH   SOLE   228,099 0 0
ETSY INC COM 29786A106 11,601 1,333,475 SH   SOLE   1,333,475 0 0
FIESTA RESTAURANT GROUP INC COM 31660B101 5,202 158,695 SH   SOLE   158,695 0 0
FIRST SOUTH BANCORP INC VA COM 33646W100 205 24,881 SH   SOLE   24,881 0 0
FOGO DE CHAO INC COM 344177100 1,582 101,365 SH   SOLE   101,365 0 0
FRESH MKT INC COM 35804H106 4,940 173,140 SH   SOLE   173,140 0 0
GENUINE PARTS CO COM 372460105 15,445 155,442 SH   SOLE   155,442 0 0
INFOBLOX INC COM 45672H104 6,173 360,972 SH   SOLE   360,972 0 0
JONES LANG LASALLE INC COM 48020Q107 57,203 487,579 SH   SOLE   487,579 0 0
LIFELOCK INC COM 53224V100 9,260 767,156 SH   SOLE   767,156 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 27,097 492,407 SH   SOLE   492,407 0 0
MARKIT LTD SHS G58249106 21,301 602,574 SH   SOLE   602,574 0 0
MCGRAW HILL FINL INC COM 580645109 36,743 371,215 SH   SOLE   371,215 0 0
MCKESSON CORP COM 58155Q103 16,278 103,517 SH   SOLE   103,517 0 0
MENTOR GRAPHICS CORP COM 587200106 17,019 837,113 SH   SOLE   837,113 0 0
PAREXEL INTL CORP COM 699462107 31,794 506,838 SH   SOLE   506,838 0 0
PAYPAL HLDGS INC COM 70450Y103 13,258 343,478 SH   SOLE   343,478 0 0
POTBELLY CORP COM 73754Y100 4,948 363,526 SH   SOLE   363,526 0 0
PRICELINE GRP INC COM NEW 741503403 8,095 6,280 SH   SOLE   6,280 0 0
QUINTILES TRANSNATIO HLDGS I COM 74876Y101 12,317 189,200 SH   SOLE   189,200 0 0
SAGENT PHARMACEUTICALS INC COM 786692103 2,484 204,126 SH   SOLE   204,126 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 73,011 355,252 SH   SOLE   355,252 0 0
STAPLES INC COM 855030102 10,029 909,216 SH   SOLE   909,216 0 0
STEWART INFORMATION SVCS COR COM 860372101 3,116 85,883 SH   SOLE   85,883 0 0
SYNOPSYS INC COM 871607107 12,747 263,157 SH   SOLE   263,157 0 0
TARO PHARMACEUTICAL INDS LTD SHS M8737E108 3,956 27,615 SH   SOLE   27,615 0 0
TOTAL SYS SVCS INC COM 891906109 10,397 218,507 SH   SOLE   218,507 0 0
WAGEWORKS INC COM 930427109 9,970 196,989 SH   SOLE   196,989 0 0
YELP INC CL A 985817105 17,413 875,918 SH   SOLE   875,918 0 0
ZAIS FINL CORP COM 98886K108 2,063 138,291 SH   SOLE   138,291 0 0