The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| BORGWARNER INC | COM | 099724106 | 75,222 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
| CIMPRESS NV | COM | N20146101 | 42,462 | 492,653 | SH | SOLE | 492,653 | 0 | 0 | ||
| CLEAN HARBORS INC | COM | 184496107 | 14,670 | 263,754 | SH | SOLE | 263,754 | 0 | 0 | ||
| DESCARTES SYS GROUP INC | COM | 249906108 | 21 | 900 | SH | SOLE | 900 | 0 | 0 | ||
| GILDAN ACTIVEWEAR INC | COM | 375916103 | 196,307 | 7,259,863 | SH | SOLE | 7,259,863 | 0 | 0 | ||
| HEICO CORP NEW | CL A | 422806208 | 7,227 | 120,447 | SH | SOLE | 120,447 | 0 | 0 | ||
| MITEL NETWORKS CORP | COM | 60671Q104 | 48,225 | 6,958,847 | SH | SOLE | 6,958,847 | 0 | 0 | ||
| NETSCOUT SYSTEMS INC | COM | 64115T104 | 57,043 | 1,503,109 | SH | SOLE | 1,503,109 | 0 | 0 | ||
| OPEN TEXT CORP | COM | 683715106 | 71,796 | 2,111,036 | SH | SOLE | 2,111,036 | 0 | 0 | ||
| PRA GROUP INC | COM | 69354N106 | 142,648 | 4,303,119 | SH | SOLE | 4,303,119 | 0 | 0 | ||
| SS&C TECHNOLOGIES HOLDINGS INC. | COM | 78467J100 | 69,593 | 1,965,900 | SH | SOLE | 1,965,900 | 0 | 0 | ||
| TJX COMPANIES INC | COM | 872540109 | 48,452 | 612,700 | SH | SOLE | 612,700 | 0 | 0 | ||
| TRACTOR SUPPLY CO | COM | 892356106 | 37,244 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | ||
| URBAN OUTFITTERS, INC. | COM | 917047102 | 47,366 | 1,993,500 | SH | SOLE | 1,993,500 | 0 | 0 | ||