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 71,012 10,306,600 SH   SOLE N/A 10,306,600 0 0
ADOBE INC COM 00724F101 48,578 182,290 SH   SOLE N/A 182,290 0 0
ALEXANDERS INC COM 014752109 35,264 93,745 SH   SOLE N/A 93,745 0 0
AMAZON COM INC COM 023135106 86,562 48,610 SH   SOLE N/A 48,610 0 0
AMERICAN TOWER CORP NEW COM 03027X100 574 2,914 SH   SOLE N/A 2,914 0 0
APHRIA INC COM 03765K104 4,141 444,300 SH Put SOLE N/A 444,300 0 0
BANCO MACRO SA SPON ADR B 05961W105 29,198 638,066 SH   SOLE N/A 638,066 0 0
BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 4,491 472,200 SH   SOLE N/A 472,200 0 0
CENTRAL PUERTO S A SPONSORED ADR 155038201 14,123 1,536,806 SH   SOLE N/A 1,536,806 0 0
CORPORACION AMER ARPTS S A COM L1995B107 1,174 142,000 SH   SOLE N/A 142,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 349 2,726 SH   SOLE N/A 2,726 0 0
ELECTRONIC ARTS INC COM 285512109 27,790 273,440 SH   SOLE N/A 273,440 0 0
EMPRESA DIST Y COMERCIAL NOR SPON ADR 29244A102 495 25,250 SH   SOLE N/A 25,250 0 0
EQUINIX INC COM 29444U700 240 530 SH   SOLE N/A 530 0 0
FACEBOOK INC CL A 30303M102 91,164 546,910 SH   SOLE N/A 546,910 0 0
GRUPO FINANCIERO GALICIA S A SPONSORED ADR 399909100 26,745 1,048,012 SH   SOLE N/A 1,048,012 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 46,331 729,167 SH   SOLE N/A 729,167 0 0
LOMA NEGRA CORP SPONSORED ADS 54150E104 4,053 370,100 SH   SOLE N/A 370,100 0 0
MASTERCARD INC CL A 57636Q104 85,840 364,580 SH   SOLE N/A 364,580 0 0
NETFLIX INC COM 64110L106 194,992 546,870 SH   SOLE N/A 546,870 0 0
NIKE INC CL B 654106103 71,637 850,690 SH   SOLE N/A 850,690 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 5,458 197,958 SH   SOLE N/A 197,958 0 0
PAYPAL HLDGS INC COM 70450Y103 18,929 182,290 SH   SOLE N/A 182,290 0 0
PTC INC COM 69370C100 67,215 729,170 SH   SOLE N/A 729,170 0 0
SALESFORCE COM INC COM 79466L302 115,479 729,170 SH   SOLE N/A 729,170 0 0
SEA LTD SPONSORED ADS 81141R100 14,291 607,600 SH   SOLE N/A 607,600 0 0
SERITAGE GROWTH PPTYS CL A 81752R100 77,271 1,738,761 SH   SOLE N/A 1,738,761 0 0
SNAP INC CL A 83304A106 48,882 4,435,770 SH   SOLE N/A 4,435,770 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 16,868 121,530 SH   SOLE N/A 121,530 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 3,923 280,000 SH   SOLE N/A 280,000 0 0
ZENDESK INC COM 98936J101 118,793 1,397,570 SH   SOLE N/A 1,397,570 0 0