The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
Ascena Retail Group Inc | Common Stock | 04351G200 | 1,404 | 961,557 | SH | SOLE | 961,557 | 0 | 0 | ||
Ames National Corp | Common Stock | 031001100 | 3,562 | 180,434 | SH | SOLE | 180,434 | 0 | 0 | ||
Builders FirstSource Inc | Common Stock | 12008R107 | 69,326 | 3,349,059 | SH | SOLE | 3,349,059 | 0 | 0 | ||
CRH Medical Corp | Common Stock | 12626F105 | 4,008 | 1,936,168 | SH | SOLE | 1,936,168 | 0 | 0 | ||
EMCOR Group Inc | Common Stock | 29084Q100 | 52,141 | 788,349 | SH | SOLE | 788,349 | 0 | 0 | ||
Green Brick Partners Inc | Common Stock | 392709101 | 6,430 | 542,612 | SH | SOLE | 542,612 | 0 | 0 | ||
Grand Canyon Education Inc | Common Stock | 38526M106 | 4,647 | 51,333 | SH | SOLE | 51,333 | 0 | 0 | ||
First Financial Corp/IN | Common Stock | 320218100 | 13,110 | 355,873 | SH | SOLE | 355,873 | 0 | 0 | ||
United Insurance Holdings Corp | Common Stock | 910710102 | 712 | 91,104 | SH | SOLE | 91,104 | 0 | 0 | ||
Universal Insurance Holdings Inc | Common Stock | 91359V107 | 16,129 | 908,690 | SH | SOLE | 908,690 | 0 | 0 | ||
Waterstone Financial Inc | Common Stock | 94188P101 | 8,714 | 587,622 | SH | SOLE | 587,622 | 0 | 0 | ||
WSFS Financial Corp | Common Stock | 929328102 | 8,792 | 306,333 | SH | SOLE | 306,333 | 0 | 0 | ||
Weight Watchers International Inc | Common Stock | 98262P101 | 60,496 | 2,383,619 | SH | SOLE | 2,383,619 | 0 | 0 |