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 59,555 234,950 SH   SOLE   234,950 0 0
SMITH (A.O.) CORP COM 831865209 398 6,500 SH   SOLE   6,500 0 0
BORGWARNER INC COM 099724106 45,534 891,250 SH   SOLE   891,250 0 0
CERNER CORP COM 156782104 1,304 19,350 SH   SOLE   19,350 0 0
CIMPRESS NV COM N20146101 225 1,880 SH   SOLE   1,880 0 0
CLEAN HARBORS INC COM 184496107 1,629 30,050 SH   SOLE   30,050 0 0
COGENT COMMUNICATIONS HOLDINGS INC COM 19239V302 1,431 31,600 SH   SOLE   31,600 0 0
DESCARTES SYS GROUP INC COM 249906108 48 1,700 SH   SOLE   1,700 0 0
F5 NETWORKS INC COM 315616102 37,083 282,600 SH   SOLE   282,600 0 0
FASTENAL CO COM 311900104 24,042 439,600 SH   SOLE   439,600 0 0
GILDAN ACTIVEWEAR INC COM 375916103 135,887 4,207,013 SH   SOLE   4,207,013 0 0
HD SUPPLY HOLDINGS INC COM 40416M105 1,687 42,150 SH   SOLE   42,150 0 0
HEICO CORP NEW CL A 422806208 209 3,300 SH   SOLE   3,300 0 0
KIRBY CORP COM 497266106 1,229 18,400 SH   SOLE   18,400 0 0
MANHATTAN ASSOCIATES INC COM 562750109 1,640 33,100 SH   SOLE   33,100 0 0
MIDDLEBY CORP COM 596278101 69,594 515,700 SH   SOLE   515,700 0 0
NETSCOUT SYSTEMS INC COM 64115T104 144,651 4,750,446 SH   SOLE   4,750,446 0 0
OPEN TEXT CORP COM 683715106 99,966 2,802,516 SH   SOLE   2,802,516 0 0
POLARIS INDUSTRIES INC COM 731068102 837 6,750 SH   SOLE   6,750 0 0
PRA GROUP INC COM 69354N106 161,885 4,876,044 SH   SOLE   4,876,044 0 0
SERVICE CORP INTERNATIONAL COM 817565104 52,821 1,415,350 SH   SOLE   1,415,350 0 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 72,957 1,802,296 SH   SOLE   1,802,296 0 0
TJX COMPANIES INC COM 872540109 62,319 815,050 SH   SOLE   815,050 0 0
TRACTOR SUPPLY CO COM 892356106 80,482 1,076,686 SH   SOLE   1,076,686 0 0
URBAN OUTFITTERS INC COM 917047102 23,434 668,388 SH   SOLE   668,388 0 0
WABCO HOLDINGS INC COM 92927K102 1,665 11,600 SH   SOLE   11,600 0 0
WABTEC CORP COM 929740108 757 9,300 SH   SOLE   9,300 0 0