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 82,694 12,160,955 SH   SOLE N/A 12,160,955 0 0
ALEXANDERS INC COM 014752109 69,476 250,500 SH   SOLE N/A 250,500 0 0
ALPHABET INC CAP STK CL A 02079K305 63,971 36,500 SH   SOLE N/A 36,500 0 0
AMAZON COM INC COM 023135106 38,608 11,854 SH   SOLE N/A 11,854 0 0
APHRIA INC COM 03765K104 860 124,500 SH   SOLE N/A 124,500 0 0
APHRIA INC COM 03765K104 860 124,500 SH Put SOLE N/A 124,500 0 0
CANOPY GROWTH CORP COM 138035100 12,742 518,300 SH   SOLE N/A 518,300 0 0
CANOPY GROWTH CORP COM 138035100 12,742 518,300 SH Put SOLE N/A 518,300 0 0
CENTRAL PUERTO S A SPONSORED ADR 155038201 4,339 1,607,167 SH   SOLE N/A 1,607,167 0 0
DOUGLAS EMMETT INC COM 25960P109 6,326 216,785 SH   SOLE N/A 216,785 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 7,647 129,000 SH   SOLE N/A 129,000 0 0
FACEBOOK INC CL A 30303M102 83,041 304,000 SH   SOLE N/A 304,000 0 0
HUDSON PAC PPTYS INC COM 444097109 8,388 349,200 SH   SOLE N/A 349,200 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 50,593 607,940 SH   SOLE N/A 607,940 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 8,935 121,600 SH   SOLE N/A 121,600 0 0
MASTERCARD INCORPORATED CL A 57636Q104 130,133 364,580 SH   SOLE N/A 364,580 0 0
MATCH GROUP INC NEW COM 57667L107 64,346 425,600 SH   SOLE N/A 425,600 0 0
MODERNA INC COM 60770K107 6,958 66,607 SH   SOLE N/A 66,607 0 0
NIKE INC CL B 654106103 103,144 729,090 SH   SOLE N/A 729,090 0 0
OUTFRONT MEDIA INC COM 69007J106 38,054 1,945,500 SH   SOLE N/A 1,945,500 0 0
PLANET FITNESS INC CL A 72703H101 56,739 730,886 SH   SOLE N/A 730,886 0 0
REPLAY ACQUISITION CORP *W EXP 03/01/202 G75130115 2,169 1,175,000 SH   SOLE N/A 1,175,000 0 0
REPLAY ACQUISITION CORP COM G75130107 24,440 2,350,000 SH   SOLE N/A 2,350,000 0 0
SALESFORCE COM INC COM 79466L302 108,143 485,970 SH   SOLE N/A 485,970 0 0
SEA LTD SPONSORD ADS 81141R100 108,960 547,400 SH   SOLE N/A 547,400 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 58,890 1,726,969 SH   SOLE N/A 1,726,969 0 0
SNAP INC CL A 83304A106 112,696 2,250,766 SH   SOLE N/A 2,250,766 0 0
VORNADO RLTY TR SH BEN INT 929042109 3,659 98,000 SH   SOLE N/A 98,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 55,243 425,600 SH   SOLE N/A 425,600 0 0