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 2,622 28,000 SH   SOLE 0 28,000 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 2,783 33,500 SH   SOLE 0 33,500 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 46 900 SH   SOLE 0 900 0 0
CARNIVAL PLC PAIRED CTF 143658300 8 200 SH   SOLE 0 200 0 0
CLOROX CO DEL COM 189054109 19 200 SH   SOLE 0 200 0 0
DAVITA HEALTHCARE PARTNERS COM 23918K108 15 200 SH   SOLE 0 200 0 0
DISNEY WALT CO COM DISNEY 254687106 2,867 32,200 SH   SOLE 0 32,200 0 0
EZCORP INC CL A NON VTG 302301106 2,577 260,000 SH   SOLE 0 32,200 0 0
F M C CORP COM NEW 302491303 1,087 19,000 SH   SOLE 0 19,000 0 0
FACEBOOK INC CL A 30303M102 3,241 41,000 SH   SOLE 0 41,000 0 0
FIRST CASH FINL SVCS INC COM 31942D107 3,000 53,600 SH   SOLE 0 53,600 0 0
GT ADVANCED TECHNOLOGIES INC COM 36191U106 2,599 240,000 SH   SOLE 0 240,000 0 0
GOOGLE INC CL A 38259P508 315 535 SH   SOLE 0 535 0 0
GOOGLE INC CL C 38259P706 309 535 SH   SOLE 0 535 0 0
IAC INTERACTIVECORP COM 44919P508 1,977 30,000 SH   SOLE 0 30,000 0 0
JOHNSON & JOHNSON COM 478160104 43 400 SH   SOLE 0 400 0 0
KELLOGG CO COM 487836108 18 300 SH   SOLE 0 300 0 0
KROGER CO COM 501044101 1,352 26,000 SH   SOLE 0 26,000 0 0
LILLY ELI & CO COM 532457108 17 260 SH   SOLE 0 260 0 0
MASTERCARD INC CL A 57636Q104 1,907 25,800 SH   SOLE 0 25,800 0 0
MONDELEZ INTL INC CL A 609207105 857 25,000 SH   SOLE 0 25,000 0 0
OM GROUP INC COM 670872100 1,326 51,100 SH   SOLE 0 51,100 0 0
PROCTER & GAMBLE CO COM 742718109 67 800 SH   SOLE 0 800 0 0
ROCKWOOD HLDGS INC COM 774415103 3,111 40,700 SH   SOLE 0 40,700 0 0
SBA COMMUNICATIONS CORP COM 78388J106 778 7,020 SH   SOLE 0 7,020 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 60,982 309,270 SH   SOLE 0 309,270 0 0
SMUCKER J M CO COM NEW 832696405 109 1,100 SH   SOLE 0 1,100 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 1,236 47,300 SH   SOLE 0 47,300 0 0
SOLARCITY CORP COM 83416T100 199 3,332 SH   SOLE 0 3,332 0 0
STEEL DYNAMICS INC COM 858119100 678 30,000 SH   SOLE 0 30,000 0 0
TOWERS WATSON & CO CL A 891894107 1,025 10,300 SH   SOLE 0 10,300 0 0
TRIBUNE PUBG CO COM 896082104 87 4,300 SH   SOLE 0 4,300 0 0
VISA INC COM CL A 92826C839 13 60 SH   SOLE 0 60 0 0
WAL-MART STORES INC COM 931142103 34 450 SH   SOLE 0 450 0 0
WALGREEN CO COM 931422109 2,175 36,700 SH   SOLE 0 36,700 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 714 10,000 SH   SOLE 0 10,000 0 0