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 56,792 12,160,955 SH   SOLE N/A 12,160,955 0 0
ALEXANDERS INC COM 014752109 61,428 250,500 SH   SOLE N/A 250,500 0 0
AMAZON COM INC COM 023135106 190,838 60,608 SH   SOLE N/A 60,608 0 0
APHRIA INC COM 03765K104 553 124,500 SH   SOLE N/A 124,500 0 0
APHRIA INC COM 03765K104 553 124,500 SH Put SOLE N/A 124,500 0 0
CANOPY GROWTH CORP COM 138035100 1,110 77,400 SH   SOLE N/A 77,400 0 0
CANOPY GROWTH CORP COM 138035100 7,458 520,100 SH Put SOLE N/A 520,100 0 0
CENTRAL PUERTO S A SPONSORED ADR 155038201 3,600 1,607,167 SH   SOLE N/A 1,607,167 0 0
DOUGLAS EMMETT INC COM 25960P109 5,441 216,785 SH   SOLE N/A 216,785 0 0
EQUINIX INC COM 29444U700 73,961 97,300 SH   SOLE N/A 97,300 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 6,622 129,000 SH   SOLE N/A 129,000 0 0
FACEBOOK INC CL A 30303M102 79,618 304,000 SH   SOLE N/A 304,000 0 0
HUDSON PAC PPTYS INC COM 444097109 7,658 349,200 SH   SOLE N/A 349,200 0 0
KILROY RLTY CORP COM 49427F108 4,692 90,300 SH   SOLE N/A 90,300 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 16,089 243,140 SH   SOLE N/A 243,140 0 0
MASTERCARD INCORPORATED CL A 57636Q104 123,290 364,580 SH   SOLE N/A 364,580 0 0
NETFLIX INC COM 64110L106 60,639 121,270 SH   SOLE N/A 121,270 0 0
NIKE INC CL B 654106103 91,530 729,090 SH   SOLE N/A 729,090 0 0
OUTFRONT MEDIA INC COM 69007J106 8,845 607,900 SH   SOLE N/A 607,900 0 0
REPLAY ACQUISITION CORP *W EXP 03/01/202 G75130115 950 1,000,000 SH   SOLE N/A 1,000,000 0 0
REPLAY ACQUISITION CORP COM G75130107 20,360 2,000,000 SH   SOLE N/A 2,000,000 0 0
SALESFORCE COM INC COM 79466L302 122,134 485,970 SH   SOLE N/A 485,970 0 0
SEA LTD SPONSORD ADS 81141R100 84,321 547,400 SH   SOLE N/A 547,400 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 32,089 1,580,730 SH   SOLE N/A 1,580,730 0 0
WIX COM LTD SHS M98068105 15,495 60,800 SH   SOLE N/A 60,800 0 0