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
AMERICAN TOWER CORP NEW COM 03027X100 2,768 28,000 SH   SOLE 0 28,000 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 2,793 33,500 SH   SOLE 0 33,500 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 885 15,000 SH   SOLE 0 15,000 0 0
CDK GLOBAL INC COM 12508E101 455 11,166 SH   SOLE 0 11,166 0 0
CARNIVAL PLC PAIRED CTF 143658300 9 200 SH   SOLE 0 200 0 0
CHURCH & DWIGHT INC COM 171340102 788 10,000 SH   SOLE 0 10,000 0 0
CLOROX CO DEL COM 189054109 21 200 SH   SOLE 0 200 0 0
DAVITA HEALTHCARE PARTNERS COM 23918K108 772 10,200 SH   SOLE 0 10,200 0 0
DISNEY WALT CO COM DISNEY 254687106 3,033 32,200 SH   SOLE 0 32,200 0 0
EZCORP INC CL A NON VTG 302301106 4,700 400,000 SH   SOLE 0 400,000 0 0
FACEBOOK INC CL A 30303M102 3,199 41,000 SH   SOLE 0 41,000 0 0
FIRST CASH FINL SVCS INC COM 31942D107 2,984 53,600 SH   SOLE 0 53,600 0 0
FISERV INC COM 337738108 2,129 30,000 SH   SOLE 0 30,000 0 0
GOOGLE INC CL A 38259P508 284 535 SH   SOLE 0 535 0 0
GOOGLE INC CL C 38259P706 282 535 SH   SOLE 0 535 0 0
IAC INTERACTIVECORP COM 44919P508 1,824 30,000 SH   SOLE 0 30,000 0 0
JOHNSON & JOHNSON COM 478160104 42 400 SH   SOLE 0 400 0 0
KELLOGG CO COM 487836108 20 300 SH   SOLE 0 300 0 0
KROGER CO COM 501044101 1,669 26,000 SH   SOLE 0 26,000 0 0
LANDS END INC NEW COM 51509F105 2,158 40,000 SH   SOLE 0 40,000 0 0
LILLY ELI & CO COM 532457108 708 10,260 SH   SOLE 0 10,260 0 0
MASTERCARD INC CL A 57636Q104 431 5,000 SH   SOLE 0 5,000 0 0
MONDELEZ INTL INC CL A 609207105 908 25,000 SH   SOLE 0 25,000 0 0
OM GROUP INC COM 670872100 1,490 50,000 SH   SOLE 0 50,000 0 0
PROCTER & GAMBLE CO COM 742718109 619 6,800 SH   SOLE 0 6,800 0 0
ROCKWOOD HLDGS INC COM 774415103 3,207 40,700 SH   SOLE 0 40,700 0 0
SBA COMMUNICATIONS CORP COM 78388J106 1,331 12,020 SH   SOLE 0 12,020 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 54,729 266,270 SH   SOLE 0 266,270 0 0
SMUCKER J M CO COM NEW 832696405 717 7,100 SH   SOLE 0 7,100 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 1,129 47,300 SH   SOLE 0 47,300 0 0
SOLARCITY CORP COM 83416T100 178 3,332 SH   SOLE 0 3,332 0 0
TOWERS WATSON & CO CL A 891894107 1,166 10,300 SH   SOLE 0 10,300 0 0
TRIBUNE MEDIA CO CL A 896047503 1,016 17,000 SH   SOLE 0 17,000 0 0
TRIBUNE PUBG CO COM 896082104 97 4,250 SH   SOLE 0 4,250 0 0
VISA INC COM CL A 92826C839 16 60 SH   SOLE 0 60 0 0
WAL-MART STORES INC COM 931142103 39 450 SH   SOLE 0 450 0 0
WALGREEN CO COM 931422109 53 700 SH   SOLE 0 700 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,743 36,000 SH   SOLE 0 36,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 751 10,000 SH   SOLE 0 10,000 0 0