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 |
| AMAYA INC | COM | 02314M108 | 31,928 | 2,256,900 | SH | SOLE | 2,256,900 | 0 | 0 | ||
| INTERACTIVE BROKERS GROUP IN | COM | 45841N107 | 41,613 | 1,139,765 | SH | SOLE | 1,139,765 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 54,287 | 575,870 | SH | SOLE | 575,870 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 22,524 | 285,913 | SH | SOLE | 285,913 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 107,258 | 1,570,860 | SH | SOLE | 1,570,860 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 10,242 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | |
| WELLS FARGO & CO NEW | COM | 949746101 | 9,735 | 176,651 | SH | SOLE | 176,651 | 0 | 0 | ||
| WELLS FARGO & CO NEW | *W EXP 10/28/201 | 949746119 | 7,638 | 358,101 | SH | SOLE | 358,101 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 23,064 | 632,398 | SH | SOLE | 632,398 | 0 | 0 | ||