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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
AMAYA INC COM 02314M108 23,584 1,290,500 SH   SOLE   1,290,500 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 28,803 729,745 SH   SOLE   729,745 0 0
MATTRESS FIRM HLDG CORP COM 57722W106 31,154 746,018 SH   SOLE   746,018 0 0
MCGRAW HILL FINL INC COM 580645109 19,156 221,458 SH   SOLE   221,458 0 0
MOODYS CORP COM 615369105 49,737 506,485 SH   SOLE   506,485 0 0
MSCI INC COM 55354G100 56,138 944,132 SH   SOLE   944,132 0 0
SCHWAB CHARLES CORP NEW COM 808513105 11,462 401,326 SH   SOLE   401,326 0 0
TEMPUR SEALY INTL INC COM 88023U101 32,780 458,912 SH   SOLE   458,912 0 0
WELLS FARGO & CO NEW COM 949746101 20,485 398,923 SH   SOLE   398,923 0 0
WELLS FARGO & CO NEW *W EXP 10/28/201 949746119 6,189 342,101 SH   SOLE   342,101 0 0