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
Estimated average burden
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
AVAGO TECHNOLOGIES LTD SHS Y0486S104 17,494 131,600 SH   SOLE   131,600 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 14,548 227,000 SH   SOLE   227,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 30,659 381,800 SH   SOLE   381,800 0 0
ENVISION HEALTHCARE HLDGS IN COM 29413U103 21,260 538,500 SH   SOLE   538,500 0 0
EQUIFAX INC COM 294429105 31,913 328,690 SH   SOLE   328,690 0 0
HURON CONSULTING GROUP INC COM 447462102 39,136 558,361 SH   SOLE   558,361 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 18,000 433,115 SH   SOLE   433,115 0 0
MORGAN STANLEY COM NEW 617446448 10,958 282,500 SH   SOLE   282,500 0 0
MSCI INC COM 55354G100 30,760 499,755 SH   SOLE   499,755 0 0
NICE SYS LTD SPONSORED ADR 653656108 24,984 392,886 SH   SOLE   392,886 0 0
NIELSEN N V COM N63218106 20,253 452,373 SH   SOLE   452,373 0 0
NORTHERN TR CORP COM 665859104 35,217 460,600 SH   SOLE   460,600 0 0
PRICELINE GRP INC COM NEW 741503403 12,930 11,230 SH   SOLE   11,230 0 0
PTC INC COM 69370C100 30,244 737,300 SH   SOLE   737,300 0 0
SEI INVESTMENTS CO COM 784117103 34,224 698,025 SH   SOLE   698,025 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 45,656 730,501 SH   SOLE   730,501 0 0
VANTIV INC CL A 92210H105 3,455 90,469 SH   SOLE   90,469 0 0
VERINT SYS INC COM 92343X100 10,708 176,270 SH   SOLE   176,270 0 0