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 |
| AON PLC | SHS CL A | G0408V102 | 11,250 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 7,706 | 50,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 6,319 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 4,166 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 130,746 | 219,700 | SH | Call | SOLE | 0 | 0 | 0 | |
| BROWN FORMAN CORP | CL B | 115637209 | 3,041 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 12,530 | 172,000 | SH | SOLE | 142,000 | 0 | 30,000 | ||
| COPART INC | COM | 217204106 | 6,358 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| DIAGEO P L C | SPON ADR NEW | 25243Q205 | 3,832 | 29,000 | SH | SOLE | 29,000 | 0 | 0 | ||
| DICKS SPORTING GOODS INC | COM | 253393102 | 2,971 | 110,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| DISNEY WALT CO | COM DISNEY | 254687106 | 5,914 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 6,190 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | ||
| FOOT LOCKER INC | COM | 344849104 | 7,044 | 200,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| LAUDER ESTEE COS INC | CL A | 518439104 | 2,157 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 10,166 | 72,000 | SH | SOLE | 72,000 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 6,897 | 59,000 | SH | SOLE | 59,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 12,911 | 249,000 | SH | SOLE | 200,000 | 0 | 49,000 | ||
| NIKE INC | CL B | 654106103 | 3,121 | 60,200 | SH | Call | SOLE | 0 | 0 | 0 | |
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 4,307 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| PEPSICO INC | COM | 713448108 | 4,011 | 36,000 | SH | SOLE | 36,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 6,408 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 9,154 | 5,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| SCHWAB CHARLES CORP NEW | COM | 808513105 | 8,048 | 184,000 | SH | SOLE | 184,000 | 0 | 0 | ||
| UNILEVER N V | N Y SHS NEW | 904784709 | 3,129 | 53,000 | SH | SOLE | 53,000 | 0 | 0 | ||
| UNILEVER PLC | SPON ADR NEW | 904767704 | 7,199 | 124,200 | SH | SOLE | 80,000 | 0 | 44,200 | ||
| VERISK ANALYTICS INC | COM | 92345Y106 | 8,818 | 106,000 | SH | SOLE | 106,000 | 0 | 0 | ||
| WELLS FARGO & CO NEW | *W EXP 10/28/201 | 949746119 | 970 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| WELLS FARGO & CO NEW | COM | 949746101 | 5,846 | 106,000 | SH | SOLE | 106,000 | 0 | 0 | ||