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
ADECOAGRO S A COM L00849106 70,108 10,073,000 SH   SOLE N/A 10,073,000 0 0
ADOBE INC COM 00724F101 41,153 181,900 SH   SOLE N/A 181,900 0 0
ALEXANDERS INC COM 014752109 27,954 91,731 SH   SOLE N/A 91,731 0 0
ALPHABET INC CAP STK CL C 02079K107 25,062 24,200 SH   SOLE N/A 24,200 0 0
AMAZON COM INC COM 023135106 72,695 48,400 SH   SOLE N/A 48,400 0 0
AMERICAN TOWER CORP NEW COM 03027X100 946 5,980 SH   SOLE N/A 5,980 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 1,448 22,000 SH   SOLE N/A 22,000 0 0
BANCO MACRO SA SPON ADR B 05961W105 28,215 638,066 SH   SOLE N/A 638,066 0 0
BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 5,350 472,200 SH   SOLE N/A 472,200 0 0
CENTRAL PUERTO S A SPONSORED ADR 155038201 14,040 1,526,050 SH   SOLE N/A 1,526,050 0 0
CORPORACION AMER ARPTS S A COM L1995B107 941 142,000 SH   SOLE N/A 142,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 631 5,812 SH   SOLE N/A 5,812 0 0
EMPRESA DIST Y COMERCIAL NOR SPON ADR 29244A102 683 25,250 SH   SOLE N/A 25,250 0 0
EQUINIX INC COM PAR $0.001 29444U700 395 1,120 SH   SOLE N/A 1,120 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 28,894 1,048,012 SH   SOLE N/A 1,048,012 0 0
INTERXION HOLDING N.V SHS N47279109 14,464 267,064 SH   SOLE N/A 267,064 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 29,857 606,237 SH   SOLE N/A 606,237 0 0
LOMA NEGRA CORP SPONSORED ADS 54150E104 4,119 370,100 SH   SOLE N/A 370,100 0 0
MASTERCARD INCORPORATED CL A 57636Q104 68,631 363,800 SH   SOLE N/A 363,800 0 0
MERCADOLIBRE INC COM 58733R102 25,229 86,150 SH   SOLE N/A 86,150 0 0
MICROSOFT CORP COM 594918104 49,251 484,900 SH   SOLE N/A 484,900 0 0
NETFLIX INC COM 64110L106 146,030 545,580 SH   SOLE N/A 545,580 0 0
NIKE INC CL B 654106103 58,422 788,000 SH   SOLE N/A 788,000 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 6,297 197,958 SH   SOLE N/A 197,958 0 0
PTC INC COM 69370C100 60,306 727,450 SH   SOLE N/A 727,450 0 0
SALESFORCE COM INC COM 79466L302 99,676 727,720 SH   SOLE N/A 727,720 0 0
SERITAGE GROWTH PPTYS CL A 81752R100 54,865 1,697,036 SH   SOLE N/A 1,697,036 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 13,780 121,410 SH   SOLE N/A 121,410 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 2,142 162,000 SH   SOLE N/A 162,000 0 0
TWITTER INC COM 90184L102 26,133 909,300 SH   SOLE N/A 909,300 0 0
WEYERHAEUSER CO COM 962166104 234 10,705 SH   SOLE N/A 10,705 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 3,749 280,000 SH   SOLE N/A 280,000 0 0
ZENDESK INC COM 98936J101 81,384 1,394,270 SH   SOLE N/A 1,394,270 0 0