The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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

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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
CME GROUP INC COM 12572Q105 36,446 455,808 SH   SOLE No 0 0 0
REALOGY HLDGS CORP COM 75605Y106 25,912 696,548 SH   SOLE No 0 0 0
MONSTER BEVERAGE CORP COM 611740101 22,064 240,692 SH   SOLE No 0 0 0
WD-40 CO COM 929236107 21,959 323,112 SH   SOLE No 0 0 0
ZILLOW INC CL A 98954A107 18,984 163,670 SH   SOLE No 0 0 0
MASTERCARD INC CL A 57636Q104 18,332 248,000 SH   SOLE No 0 0 0
MCGRAW HILL FINL INC COM 580645109 15,180 179,756 SH   SOLE No 0 0 0
ALTRIA GROUP INC COM 02209S103 12,199 265,550 SH   SOLE No 0 0 0
MCDONALDS CORP COM 580135101 9,987 105,332 SH   SOLE No 0 0 0
LOWES COS INC COM 548661107 9,869 186,497 SH   SOLE No 0 0 0
AMAZON COM INC COM 023135106 8,763 27,178 SH   SOLE No 0 0 0