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 52,779 12,160,955 SH   SOLE N/A 12,160,955 0 0
ALEXANDERS INC COM 014752109 60,345 250,500 SH   SOLE N/A 250,500 0 0
AMAZON COM INC COM 023135106 167,207 60,608 SH   SOLE N/A 60,608 0 0
APHRIA INC COM 03765K104 533 124,500 SH   SOLE N/A 124,500 0 0
APHRIA INC COM 03765K104 533 124,500 SH Put SOLE N/A 124,500 0 0
BOSTON PPTYS LTD PARTNERSHIP COM 101121101 6,408 70,900 SH   SOLE N/A 70,900 0 0
CANOPY GROWTH CORP COM 138035100 1,253 77,400 SH   SOLE N/A 77,400 0 0
CANOPY GROWTH CORP COM 138035100 8,418 520,100 SH Put SOLE N/A 520,100 0 0
CENTRAL PUERTO S A SPONSORED ADR 155038201 4,082 1,607,167 SH   SOLE N/A 1,607,167 0 0
DOUGLAS EMMETT INC COM 25960P109 6,647 216,785 SH   SOLE N/A 216,785 0 0
EQUINIX INC COM 29444U700 68,334 97,300 SH   SOLE N/A 97,300 0 0
FACEBOOK INC CL A 30303M102 41,352 182,110 SH   SOLE N/A 182,110 0 0
HUDSON PAC PPTYS INC COM 444097109 8,786 349,200 SH   SOLE N/A 349,200 0 0
INTEL CORP COM 458140100 72,753 1,216,000 SH   SOLE N/A 1,216,000 0 0
KILROY RLTY CORP COM 49427F108 8,864 151,000 SH   SOLE N/A 151,000 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 1,972 29,533 SH   SOLE N/A 29,533 0 0
MASTERCARD INCORPORATED CL A 57636Q104 107,806 364,580 SH   SOLE N/A 364,580 0 0
MODERNA INC COM 60770K107 5,445 84,800 SH   SOLE N/A 84,800 0 0
NETFLIX INC COM 64110L106 152,015 334,070 SH   SOLE N/A 334,070 0 0
NIKE INC CL B 654106103 83,410 850,690 SH   SOLE N/A 850,690 0 0
REPLAY ACQUISITION CORP *W EXP 03/01/202 G75130115 900 1,000,000 SH   SOLE N/A 1,000,000 0 0
REPLAY ACQUISITION CORP COM G75130107 20,400 2,000,000 SH   SOLE N/A 2,000,000 0 0
SALESFORCE COM INC COM 79466L302 91,037 485,970 SH   SOLE N/A 485,970 0 0
SEA LTD SPONSORED ADS 81141R100 58,703 547,400 SH   SOLE N/A 547,400 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 28,030 1,459,130 SH   SOLE N/A 1,459,130 0 0
SNAP INC CL A 83304A106 107,095 4,559,190 SH   SOLE N/A 4,559,190 0 0
UBER TECHNOLOGIES INC COM 90353T100 46,421 1,493,600 SH   SOLE N/A 1,493,600 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 236 8,000 SH   SOLE N/A 8,000 0 0
WIX COM LTD SHS M98068105 15,578 60,800 SH   SOLE N/A 60,800 0 0