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 117,396 11,692,837 SH   SOLE N/A 11,692,837 0 0
ALEXANDERS INC COM 014752109 67,121 250,500 SH   SOLE N/A 250,500 0 0
AMAZON COM INC COM 023135106 59,707 17,356 SH   SOLE N/A 17,356 0 0
APPLIED MATLS INC COM 038222105 40,691 285,750 SH   SOLE N/A 285,750 0 0
BOWX ACQUISITION CORP CL A 103085106 6,572 571,500 SH   SOLE N/A 571,500 0 0
CANOPY GROWTH CORP COM 138035100 6,078 251,600 SH   SOLE N/A 251,600 0 0
CANOPY GROWTH CORP COM 138035100 6,078 251,600 SH Put SOLE N/A 251,600 0 0
CARVANA CO CL A 146869102 51,750 171,461 SH   SOLE N/A 171,461 0 0
FACEBOOK INC CL A 30303M102 198,716 571,500 SH   SOLE N/A 571,500 0 0
FINANCE OF AMERICA COMPAN *W EXP 04/08/202 31738L115 1,574 1,175,000 SH   SOLE N/A 1,175,000 0 0
FINANCE OF AMERICA COMPAN COM CL A 31738L107 25,561 3,350,000 SH   SOLE N/A 3,350,000 0 0
JD.COM INC SPON ADR CL A 47215P106 27,367 342,900 SH   SOLE N/A 342,900 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 30,031 342,856 SH   SOLE N/A 342,856 0 0
MASTERCARD INCORPORATED CL A 57636Q104 83,371 228,358 SH   SOLE N/A 228,358 0 0
MATCH GROUP INC NEW COM 57667L107 36,862 228,600 SH   SOLE N/A 228,600 0 0
MODERNA INC COM 60770K107 317 1,350 SH   SOLE N/A 1,350 0 0
OUTFRONT MEDIA INC COM 69007J106 49,418 2,056,520 SH   SOLE N/A 2,056,520 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 56,702 457,200 SH   SOLE N/A 457,200 0 0
SALESFORCE COM INC COM 79466L302 83,760 342,900 SH   SOLE N/A 33,646,500 0 0
SEA LTD SPONSORD ADS 81141R100 109,854 400,050 SH   SOLE N/A 400,050 0 0
SNAP INC CL A 83304A106 54,605 801,366 SH   SOLE N/A 801,366 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 37,776 314,380 SH   SOLE N/A 314,380 0 0
TWILIO INC CL A 90138F102 78,864 200,080 SH   SOLE N/A 200,080 0 0
UBER TECHNOLOGIES INC COM 90353T100 45,830 914,400 SH   SOLE N/A 914,400 0 0