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 ACOML0084910691,90611,692,837SH SOLEN/A11,692,83700
ALEXANDERS INCCOM01475210969,464250,500SH SOLEN/A250,50000
APPLIED MATLS INCCOM03822210515,097113,000SH SOLEN/A113,00000
CANOPY GROWTH CORPCOM1380351008,079251,600SH SOLEN/A251,60000
CANOPY GROWTH CORPCOM1380351008,079251,600SHPutSOLEN/A251,60000
CARNIVAL CORPUNIT 99/99/999914365830029,9901,130,000SH SOLEN/A1,130,00000
CARVANA COCL A14686910244,479169,510SH SOLEN/A169,51000
FACEBOOK INCCL A30303M102116,487395,500SH SOLEN/A395,50000
LAS VEGAS SANDS CORPCOM51783410754,927904,000SH SOLEN/A904,00000
LIVE NATION ENTERTAINMENT INCOM53803410928,693338,960SH SOLEN/A338,96000
MASTERCARD INCORPORATEDCL A57636Q10480,389225,780SH SOLEN/A225,78000
MATCH GROUP INC NEWCOM57667L10731,048226,000SH SOLEN/A226,00000
NIKE INCCL B65410610375,015564,490SH SOLEN/A564,49000
OUTFRONT MEDIA INCCOM69007J10644,3852,033,200SH SOLEN/A2,033,20000
PAYPAL HLDGS INCCOM70450Y10330,200124,360SH SOLEN/A124,36000
REPLAY ACQUISITION CORP*W EXP 03/01/202G751301151,4691,175,000SH SOLEN/A1,175,00000
REPLAY ACQUISITION CORPCOMG7513010722,4432,350,000SH SOLEN/A2,350,00000
SEA LTDSPONSORD ADS81141R10088,287395,500SH SOLEN/A395,50000
SIX FLAGS ENTMT CORP NEWCOM83001A10268,2371,468,400SH SOLEN/A1,468,40000
SNAP INCCL A83304A10641,428792,266SH SOLEN/A792,26600
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS87403910036,761310,800SH SOLEN/A310,80000
UBER TECHNOLOGIES INCCOM90353T10049,277904,000SH SOLEN/A904,00000
ZILLOW GROUP INCCL C CAP STK98954M20043,935338,900SH SOLEN/A338,90000