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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 30,338 2,408,800 SH   SOLE   2,408,800 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 27,283 625,751 SH   SOLE   625,751 0 0
MATTRESS FIRM HLDG CORP COM 57722W106 37,842 847,896 SH   SOLE   847,896 0 0
MCGRAW HILL FINL INC COM 580645109 21,831 221,458 SH   SOLE   221,458 0 0
MOODYS CORP COM 615369105 52,426 522,485 SH   SOLE   522,485 0 0
MSCI INC COM 55354G100 44,933 622,945 SH   SOLE   622,945 0 0
TEMPUR SEALY INTL INC COM 88023U101 44,743 635,012 SH   SOLE   635,012 0 0
WELLS FARGO & CO NEW COM 949746101 21,685 398,923 SH   SOLE   398,923 0 0
WELLS FARGO & CO NEW *W EXP 10/28/201 949746119 7,010 342,101 SH   SOLE   342,101 0 0