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
OMB APPROVAL
OMB Number: 3235-0006
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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
CBRE GROUP INC CL A 12504L109 10,936 282,500 SH   SOLE   282,500 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 13,071 201,000 SH   SOLE   201,000 0 0
EQUIFAX INC COM 294429105 27,648 297,287 SH   SOLE   297,287 0 0
GLOBAL PMTS INC COM 37940X102 15,338 167,300 SH   SOLE   167,300 0 0
GRUBHUB INC COM 400110102 10,825 238,498 SH   SOLE   238,498 0 0
HURON CONSULTING GROUP INC COM 447462102 40,414 610,939 SH   SOLE   610,939 0 0
IHS INC CL A 451734107 5,108 44,900 SH   SOLE   44,900 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 19,744 580,355 SH   SOLE   580,355 0 0
INVESCO LTD SHS G491BT108 21,926 552,436 SH   SOLE   552,436 0 0
JANUS CAP GROUP INC COM 47102X105 17,379 1,011,000 SH   SOLE   1,011,000 0 0
JD COM INC SPON ADR CL A 47215P106 8,990 306,000 SH   SOLE   306,000 0 0
LEGG MASON INC COM 524901105 35,106 635,970 SH   SOLE   635,970 0 0
MORGAN STANLEY COM NEW 617446448 14,419 404,000 SH   SOLE   404,000 0 0
NICE SYS LTD SPONSORED ADR 653656108 23,035 378,055 SH   SOLE   378,055 0 0
NIELSEN N V COM N63218106 6,596 148,000 SH   SOLE   148,000 0 0
SEI INVESTMENTS CO COM 784117103 27,103 614,725 SH   SOLE   614,725 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 28,574 458,650 SH   SOLE   458,650 0 0
STIFEL FINL CORP COM 860630102 14,583 261,586 SH   SOLE   261,586 0 0
TYLER TECHNOLOGIES INC COM 902252105 11,800 97,905 SH   SOLE   97,905 0 0