AMAYA INC COM 02314M108 32984 2158200 SH SOLE 2158200 0 0 INTERACTIVE BROKERS GROUP IN COM 45841N107 40348 1139765 SH SOLE 1139765 0 0 MATTRESS FIRM HLDG CORP COM 57722W106 22120 659313 SH SOLE 659313 0 0 MOODYS CORP COM 615369105 51586 550485 SH SOLE 550485 0 0 MSCI INC COM 55354G100 26823 347803 SH SOLE 347803 0 0 S&P GLOBAL INC COM 78409V104 13585 126658 SH SOLE 126658 0 0 TEMPUR SEALY INTL INC COM 88023U101 53241 962412 SH SOLE 962412 0 0 WELLS FARGO & CO NEW COM 949746101 9415 198923 SH SOLE 198923 0 0 WELLS FARGO & CO NEW *W EXP 10/28/201 949746119 4659 342101 SH SOLE 342101 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 21942 604798 SH SOLE 604798 0 0