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
SOTHEBYS COM 835898107 13,590 363,263 SH   SOLE No 0 0 0
CBS CORP NEW CL B 124857202 13,585 290,965 SH   SOLE No 0 0 0
CME GROUP INC COM 12572Q105 20,741 337,754 SH   SOLE No 0 0 0
COCA COLA CO COM 191216100 2,023 50,037 SH   SOLE No 0 0 0
MATTEL INC COM 577081102 1,852 42,320 SH   SOLE No 0 0 0
MCGRAW HILL COS INC COM 580645109 35,544 682,494 SH   SOLE No 0 0 0
MONSTER BEVERAGE CORP COM 611740101 25,460 533,300 SH   SOLE No 0 0 0
NIELSEN HOLDINGS N V COM N63218106 34,913 974,688 SH   SOLE No 0 0 0
NEWS CORP CL B 65248E203 28,422 923,984 SH   SOLE No 0 0 0
ORACLE CORP COM 68389X105 41,685 1,289,371 SH   SOLE No 0 0 0
REALOGY HLDGS CORP COM 95605Y106 8,750 179,147 SH   SOLE No 0 0 0
TRULIA INC COM 897888103 14,435 460,000 SH   SOLE No 0 0 0
TUMI HLDGS INC COM 89969Q104 1,675 80,000 SH   SOLE No 0 0 0
WD-40 CO COM 929236107 17,955 327,831 SH   SOLE No 0 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 20,604 489,291 SH   SOLE No 0 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 4,448 504,260 SH   SOLE No 0 0 0
ZILLOW INC CL A 98954A107 28,346 518,500 SH   SOLE No 0 0 0
ZOETIS INC CL A 98978V103 12,676 379,525 SH   SOLE No 0 0 0