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
AUTONATION INC COM 05329W102 5,535 91,631 SH   SOLE   91,631 0 0
CRANE CO COM 224399105 281 4,792 SH   SOLE   4,792 0 0
CREDIT ACCEP CORP MICH COM 225310101 740 5,428 SH   SOLE   5,428 0 0
EVERBANK FINL CORP COM 29977G102 228 11,978 SH   SOLE   11,978 0 0
EVERTEC INC COM 30040P103 954 43,100 SH   SOLE   43,100 0 0
EVINE LIVE INC CL A 300487105 318 48,300 SH   SOLE   48,300 0 0
EXAMWORKS GROUP INC COM 30066A105 1,069 25,700 SH   SOLE   25,700 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 256 2,858 SH   SOLE   2,858 0 0
GROUPON INC COM CL A 399473107 1,654 200,300 SH   SOLE   200,300 0 0
LINDSAY CORP COM 535555106 324 3,778 SH   SOLE   3,778 0 0
LINEAR TECHNOLOGY CORP COM 535678106 7,491 164,280 SH   SOLE   164,280 0 0
LINNCO LLC COMSHS LTD INT 535782106 2,346 226,221 SH   SOLE   226,221 0 0
LINKEDIN CORP COM CL A 53578A108 1,938 8,438 SH   SOLE   8,438 0 0
VALERO ENERGY CORP NEW COM 91913Y100 1,020 20,600 SH   SOLE   20,600 0 0
WASTE CONNECTIONS INC COM 941053100 1,934 43,970 SH   SOLE   43,970 0 0
WATERS CORP COM 941848103 1,601 14,199 SH   SOLE   14,199 0 0
WATERSTONE FINL INC MD COM 94188P101 272 20,716 SH   SOLE   20,716 0 0
WHITEWAVE FOODS CO COM 966244105 931 26,600 SH   SOLE   26,600 0 0
WHOLE FOODS MKT INC COM 966837106 10,439 207,047 SH   SOLE   207,047 0 0
PARTNERRE LTD COM G6852T105 782 6,853 SH   SOLE   6,853 0 0
LOGITECH INTL S A SHS H50430232 344 25,403 SH   SOLE   25,403 0 0
RADWARE LTD ORD M81873107 461 20,917 SH   SOLE   20,917 0 0
TARO PHARMACEUTICAL INDS LTD SHS M8737E108 963 6,500 SH   SOLE   6,500 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 853 42,400 SH   SOLE   42,400 0 0
CIMPRESS N V SHS EURO N20146101 2,851 38,091 SH   SOLE   38,091 0 0