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
AMAZON COM INC COM 023135106 35,048 51,855 SH   SOLE No 51,855 0 0
CME GROUP INC COM 12572Q105 46,851 517,115 SH   SOLE No 517,115 0 0
MARKIT LTD SHS G58249106 24,224 802,906 SH   SOLE No 802,906 0 0
MASTERCARD INC CL A 57636Q104 47,596 488,864 SH   SOLE No 488,864 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 20,505 259,724 SH   SOLE No 259,724 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 17,422 373,863 SH   SOLE No 373,863 0 0
PRAXAIR INC COM 74005P104 8,177 79,857 SH   SOLE No 79,857 0 0
REALOGY HLDGS CORP COM 75605Y106 27,498 749,875 SH   SOLE No 749,875 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 22,125 812,524 SH   SOLE No 812,524 0 0
WD-40 CO COM 929236107 24,761 250,999 SH   SOLE No 250,999 0 0
ZILLOW GROUP INC CL A 98954M101 16,911 720,236 SH   SOLE No 720,236 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 2,617 100,494 SH   SOLE No 100,494 0 0