The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| CME GROUP INC | COM | 12572Q105 | 34,074 | 384,364 | SH | SOLE | No | 384,364 | 0 | 0 | |
| MASTERCARD INC | CL A | 57636Q104 | 31,827 | 369,396 | SH | SOLE | No | 369,396 | 0 | 0 | |
| REALOGY HLDGS CORP | COM | 75605Y106 | 29,762 | 668,969 | SH | SOLE | No | 668,969 | 0 | 0 | |
| WD-40 CO | COM | 929236107 | 25,333 | 297,759 | SH | SOLE | No | 297,759 | 0 | 0 | |
| ZILLOW INC | CL A | 98954A107 | 16,710 | 157,807 | SH | SOLE | No | 157,807 | 0 | 0 | |
| MCDONALDS CORP | COM | 580135101 | 14,758 | 157,508 | SH | SOLE | No | 157,508 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 14,449 | 46,557 | SH | SOLE | No | 46,557 | 0 | 0 | |
| ALTRIA GROUP INC | COM | 02209S103 | 13,135 | 266,590 | SH | SOLE | No | 266,590 | 0 | 0 | |
| GRUBHUB INC | COM | 400110102 | 8,621 | 237,360 | SH | SOLE | No | 237,360 | 0 | 0 | |
| MARKIT LTD | SHS | G58249106 | 870 | 32,935 | SH | SOLE | No | 32,935 | 0 | 0 | |