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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADECOAGRO ORD (NYS) COMM L00849106   108,738,637 13,116,844 SH   SOLE   13,116,844 0 0
ALPHABET CL A ORD (NMS) CAP STK CL A 02079K305   68,462,951 775,960 SH   SOLE   775,960 0 0
ALPHABET CL C ORD (NMS) CAP STK CL C 02079K107   103,004,882 1,160,880 SH   SOLE   1,160,880 0 0
BELLRING BRANDS ORD (NYS) CAP STK CL A 07831C103   350,160,429 13,656,803 SH   SOLE   13,656,803 0 0
CHARLES SCHWAB ORD (NYS) COMM 808513105   236,470,306 2,840,143 SH   SOLE   2,840,143 0 0
GUIDEWIRE SOFTWARE ORD (NYS) COMM 40171V100   174,938,405 2,796,330 SH   SOLE   2,796,330 0 0
HERBALIFE NUTR (NYS) COMM G4412G101   161,385,415 10,845,794 SH   SOLE   10,845,794 0 0
HERBALIFE NUTR (NYS) Note 4.875% 6/1 40390DAC9   3,360,910 4,900,000 PRN   SOLE   4,900,000 0 0
NEW YORK TIMES CL A ORD (NYS) CAP STK CL A 650111107   123,161,647 3,794,259 SH   SOLE   3,794,259 0 0
OAK STREET HEALTH ORD (NYS) COMM 67181A107   148,790,843 6,917,287 SH   SOLE   6,917,287 0 0
POST HOLDINGS ORD (NYS) COMM 737446104   458,247,583 5,076,973 SH   SOLE   5,076,973 0 0
SALESFORCE ORD (NYS) COMM 79466L302   124,342,902 937,800 SH   SOLE   937,800 0 0
UNITEDHEALTH GRP ORD (NYS) COMM 91324P102   144,474,050 272,500 SH   SOLE   272,500 0 0
VMG CONSUMER ACQUISITION UNT (NMS) COMM 91842V201   5,080,000 500,000 SH   SOLE   500,000 0 0