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 |
| Appfolio Inc | Common Stock | 03783C100 | 13,629,750 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| ATS Corp | Common Stock | 00217Y104 | 17,286,631 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| CSW Industrials Inc | Common Stock | 126402106 | 22,959,750 | 82,500 | SH | SOLE | 82,500 | 0 | 0 | ||
| Esquire Financial Holdings Inc | Common Stock | 29667J101 | 22,511,790 | 189,000 | SH | SOLE | 189,000 | 0 | 0 | ||
| FirstService Corp | Common Stock | 33767E202 | 5,173,577 | 36,400 | SH | SOLE | 36,400 | 0 | 0 | ||
| Goosehead Insurance Inc | Common Stock | 38267D109 | 34,677,500 | 715,000 | SH | SOLE | 715,000 | 0 | 0 | ||
| Kinsale Capital Group Inc | Common Stock | 49714P108 | 21,454,141 | 65,050 | SH | SOLE | 65,050 | 0 | 0 | ||
| Miami International Holdings Inc | Common Stock | 59356Q108 | 10,497,700 | 282,500 | SH | SOLE | 282,500 | 0 | 0 | ||
| YETI Holdings Inc | Common Stock | 98585X104 | 30,727,200 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | ||