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 |
| ALLIANCE DATA SYSTEMS CORP | COM | 018581108 | 1,912 | 7,450 | SH | SOLE | 7,450 | 0 | 0 | ||
| SMITH (A.O.) CORP | COM | 831865209 | 332 | 5,900 | SH | SOLE | 5,900 | 0 | 0 | ||
| BORGWARNER INC | COM | 099724106 | 75,456 | 1,781,300 | SH | SOLE | 1,781,300 | 0 | 0 | ||
| CERNER CORP | COM | 156782104 | 1,177 | 17,700 | SH | SOLE | 17,700 | 0 | 0 | ||
| CIMPRESS NV | COM | N20146101 | 44,940 | 475,403 | SH | SOLE | 475,403 | 0 | 0 | ||
| CLEAN HARBORS INC | COM | 184496107 | 1,273 | 22,800 | SH | SOLE | 22,800 | 0 | 0 | ||
| DESCARTES SYS GROUP INC | COM | 249906108 | 22 | 900 | SH | SOLE | 900 | 0 | 0 | ||
| FASTENAL CO | COM | 311900104 | 1,767 | 40,600 | SH | SOLE | 40,600 | 0 | 0 | ||
| GILDAN ACTIVEWEAR INC | COM | 375916103 | 156,113 | 5,080,163 | SH | SOLE | 5,080,163 | 0 | 0 | ||
| HD SUPPLY HOLDINGS INC | COM | 40416M105 | 977 | 31,900 | SH | SOLE | 31,900 | 0 | 0 | ||
| HEICO CORP NEW | CL A | 422806208 | 589 | 9,500 | SH | SOLE | 9,500 | 0 | 0 | ||
| KIRBY CORP | COM | 497266106 | 909 | 13,600 | SH | SOLE | 13,600 | 0 | 0 | ||
| MANHATTAN ASSOCIATES INC | COM | 562750109 | 1,596 | 33,200 | SH | SOLE | 33,200 | 0 | 0 | ||
| MITEL NETWORKS CORP | COM | 60671Q104 | 6,677 | 908,447 | SH | SOLE | 908,447 | 0 | 0 | ||
| NETSCOUT SYSTEMS INC | COM | 64115T104 | 66,210 | 1,924,709 | SH | SOLE | 1,924,709 | 0 | 0 | ||
| OPEN TEXT CORP | COM | 683715106 | 71,904 | 2,279,786 | SH | SOLE | 2,279,786 | 0 | 0 | ||
| POLARIS INDUSTRIES INC | COM | 731068102 | 1,291 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| PRA GROUP INC | COM | 69354N106 | 166,363 | 4,389,535 | SH | SOLE | 4,389,535 | 0 | 0 | ||
| SERVICE CORP INTERNATIONAL | COM | 817565104 | 33,249 | 994,000 | SH | SOLE | 994,000 | 0 | 0 | ||
| SS&C TECHNOLOGIES HOLDINGS INC | COM | 78467J100 | 73,713 | 1,919,100 | SH | SOLE | 1,919,100 | 0 | 0 | ||
| TJX COMPANIES INC | COM | 872540109 | 51,049 | 707,350 | SH | SOLE | 707,350 | 0 | 0 | ||
| TRACTOR SUPPLY CO | COM | 892356106 | 50,356 | 928,900 | SH | SOLE | 928,900 | 0 | 0 | ||
| URBAN OUTFITTERS INC | COM | 917047102 | 68,025 | 3,669,100 | SH | SOLE | 3,669,100 | 0 | 0 | ||
| WABCO HOLDINGS INC | COM | 92927K102 | 1,772 | 13,900 | SH | SOLE | 13,900 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 531 | 5,800 | SH | SOLE | 5,800 | 0 | 0 | ||