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 55,610 261,250 SH   SOLE   261,250 0 0
SMITH (A.O.) CORP COM 831865209 445 7,000 SH   SOLE   7,000 0 0
BORGWARNER INC COM 099724106 48,226 960,100 SH   SOLE   960,100 0 0
CERNER CORP COM 156782104 1,644 28,350 SH   SOLE   28,350 0 0
CLEAN HARBORS INC COM 184496107 1,711 35,050 SH   SOLE   35,050 0 0
COGENT COMMUNICATIONS HOLDINGS INC COM 19239V302 1,719 39,600 SH   SOLE   39,600 0 0
DESCARTES SYS GROUP INC COM 249906108 49 1,700 SH   SOLE   1,700 0 0
F5 NETWORKS INC COM 315616102 41,185 284,800 SH   SOLE   284,800 0 0
FASTENAL CORPORATION COM 311900104 24,069 440,900 SH   SOLE   440,900 0 0
FLOWSERVE COM 34354P105 1,837 42,400 SH   SOLE   42,400 0 0
GILDAN ACTIVEWEAR INC COM 375916103 125,307 4,337,388 SH   SOLE   4,337,388 0 0
HD SUPPLY HOLDINGS INC COM 40416M105 1,937 51,050 SH   SOLE   51,050 0 0
HEICO CORP NEW CL A 422806208 293 4,125 SH   SOLE   4,125 0 0
KIRBY CORP COM 497266106 1,139 14,800 SH   SOLE   14,800 0 0
MANHATTAN ASSOCIATES INC COM 562750109 452 10,800 SH   SOLE   10,800 0 0
MIDDLEBY CORP COM 596278101 69,403 560,650 SH   SOLE   560,650 0 0
NETSCOUT SYSTEMS INC COM 64115T104 145,667 5,528,146 SH   SOLE   5,528,146 0 0
OPEN TEXT CORP COM 683715106 93,763 2,694,341 SH   SOLE   2,694,341 0 0
POLARIS INDUSTRIES INC COM 731068102 807 7,050 SH   SOLE   7,050 0 0
PRA GROUP INC COM 69354N106 148,695 3,913,015 SH   SOLE   3,913,015 0 0
SERVICE CORP INTERNATIONAL COM 817565104 53,672 1,422,150 SH   SOLE   1,422,150 0 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 83,702 1,560,446 SH   SOLE   1,560,446 0 0
TJX COMPANIES INC COM 872540109 63,309 776,231 SH   SOLE   776,231 0 0
TRACTOR SUPPLY CO COM 892356106 71,861 1,140,286 SH   SOLE   1,140,286 0 0
URBAN OUTFITTERS INC COM 917047102 15,801 427,515 SH   SOLE   427,515 0 0
WABCO HOLDINGS INC COM 92927K102 1,821 13,600 SH   SOLE   13,600 0 0
WABTEC CORP COM 929740108 1,319 16,200 SH   SOLE   16,200 0 0