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
Expires: July 31, 2015
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
API Group Corp Common Stock 00187Y100 10,538 273 SH SOLE 273 0 0
Appfolio Inc Common Stock 03783C100 16,659,202 83,080 SH SOLE 83,080 0 0
ATS Corp Common Stock 00217Y104 10,130,105 560,543 SH SOLE 560,543 0 0
Acuity Inc Common Stock 00508Y102 9,604 31 SH SOLE 31 0 0
CSW Industrials Inc Common Stock 126402106 20,759,045 72,060 SH SOLE 72,060 0 0
Casella Waste Systems Inc Common Stock 147448104 8,437 105 SH SOLE 105 0 0
Esquire Financial Holdings Inc Common Stock 29667J101 22,924,890 197,000 SH SOLE 197,000 0 0
FirstService Corp Common Stock 33767E202 4,037,887 31,539 SH SOLE 31,539 0 0
Goosehead Insurance Inc Common Stock 38267D109 24,505,513 540,245 SH SOLE 540,245 0 0
Guidewire Software Inc Common Stock 40171V100 12,832 90 SH SOLE 90 0 0
HubSpot Inc Common Stock 443573100 2,920,965 14,250 SH SOLE 14,250 0 0
James Hardie Industries PLC Common Stock G4253H101 9,162 362 SH SOLE 362 0 0
Kinsale Capital Group Inc Common Stock 49714P108 10,700,454 33,154 SH SOLE 33,154 0 0
Miami International Holdings Inc Common Stock 59356Q108 11,122 332 SH SOLE 332 0 0
On Holding AG Common Stock H5919C104 14,539 491 SH SOLE 491 0 0
Construction Partners Inc Common Stock 21044C107 8,733 97 SH SOLE 97 0 0
Ryan Specialty Holdings Inc Common Stock 78351F107 14,319 387 SH SOLE 387 0 0
SiteOne Landscape Supply Inc Common Stock 82982L103 6,683 74 SH SOLE 74 0 0
SPX Technologies Inc Common Stock 78473E103 2,645,136 15,600 SH SOLE 15,600 0 0
TFI International Inc Common Stock 87241L109 15,229 127 SH SOLE 127 0 0
Toast Inc Common Stock 888787108 11,364 392 SH SOLE 392 0 0
White Mountains Insurance Group Ltd Common Stock G9618E107 12,039 6 SH SOLE 6 0 0
YETI Holdings Inc Common Stock 98585X104 30,576,308 745,400 SH SOLE 745,400 0 0