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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADECOAGRO S ACOML0084910656,79212,160,955SH SOLEN/A12,160,95500
ALEXANDERS INCCOM01475210961,428250,500SH SOLEN/A250,50000
AMAZON COM INCCOM023135106190,83860,608SH SOLEN/A60,60800
APHRIA INCCOM03765K104553124,500SH SOLEN/A124,50000
APHRIA INCCOM03765K104553124,500SHPutSOLEN/A124,50000
CANOPY GROWTH CORPCOM1380351001,11077,400SH SOLEN/A77,40000
CANOPY GROWTH CORPCOM1380351007,458520,100SHPutSOLEN/A520,10000
CENTRAL PUERTO S ASPONSORED ADR1550382013,6001,607,167SH SOLEN/A1,607,16700
DOUGLAS EMMETT INCCOM25960P1095,441216,785SH SOLEN/A216,78500
EQUINIX INCCOM29444U70073,96197,300SH SOLEN/A97,30000
EQUITY RESIDENTIALSH BEN INT29476L1076,622129,000SH SOLEN/A129,00000
FACEBOOK INCCL A30303M10279,618304,000SH SOLEN/A304,00000
HUDSON PAC PPTYS INCCOM4440971097,658349,200SH SOLEN/A349,20000
KILROY RLTY CORPCOM49427F1084,69290,300SH SOLEN/A90,30000
LAMAR ADVERTISING CO NEWCL A51281610916,089243,140SH SOLEN/A243,14000
MASTERCARD INCORPORATEDCL A57636Q104123,290364,580SH SOLEN/A364,58000
NETFLIX INCCOM64110L10660,639121,270SH SOLEN/A121,27000
NIKE INCCL B65410610391,530729,090SH SOLEN/A729,09000
OUTFRONT MEDIA INCCOM69007J1068,845607,900SH SOLEN/A607,90000
REPLAY ACQUISITION CORP*W EXP 03/01/202G751301159501,000,000SH SOLEN/A1,000,00000
REPLAY ACQUISITION CORPCOMG7513010720,3602,000,000SH SOLEN/A2,000,00000
SALESFORCE COM INCCOM79466L302122,134485,970SH SOLEN/A485,97000
SEA LTDSPONSORD ADS81141R10084,321547,400SH SOLEN/A547,40000
SIX FLAGS ENTMT CORP NEWCOM83001A10232,0891,580,730SH SOLEN/A1,580,73000
WIX COM LTDSHSM9806810515,49560,800SH SOLEN/A60,80000