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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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADECOAGRO ORD (NYS) COMM L00849106   105,524,698 13,043,844 SH   SOLE   13,043,844 0 0
ALPHABET CL A ORD (NMS) CAP STK CL A 02079K305   80,490,331 775,960 SH   SOLE   775,960 0 0
ALPHABET CL C ORD (NMS) CAP STK CL C 02079K107   120,731,520 1,160,880 SH   SOLE   1,160,880 0 0
AMAZON COM ORD (NMQ) COMM 023135106   203,739,525 1,972,500 SH   SOLE   1,972,500 0 0
BELLRING BRANDS ORD (NYS) CAP STK CL A 07831C103   464,331,302 13,656,803 SH   SOLE   13,656,803 0 0
CHARLES SCHWAB ORD (NYS) COMM 808513105   191,561,150 3,657,143 SH   SOLE   3,657,143 0 0
GUIDEWIRE SOFTWARE ORD (NYS) COMM 40171V100   229,438,877 2,796,330 SH   SOLE   2,796,330 0 0
HERBALIFE NUTR (NYS) COMM G4412G101   174,617,283 10,845,794 SH   SOLE   10,845,794 0 0
NEW YORK TIMES CL A ORD (NYS) CAP STK CL A 650111107   147,520,790 3,794,259 SH   SOLE   3,794,259 0 0
OAK STREET HEALTH ORD (NYS) COMM 67181A107   74,708,525 1,931,451 SH   SOLE   1,931,451 0 0
POST HOLDINGS ORD (NYS) COMM 737446104   456,267,564 5,076,973 SH   SOLE   5,076,973 0 0
SALESFORCE ORD (NYS) COMM 79466L302   169,373,484 847,800 SH   SOLE   847,800 0 0
SPDR S&P 500 ETF Trust COMM 78462F103   163,756,000 400,000 SH Put SOLE   400,000 0 0
UNITEDHEALTH GRP ORD (NYS) COMM 91324P102   103,615,358 219,250 SH   SOLE   219,250 0 0
VMG CONSUMER ACQUISITION UNT (NMS) COMM 91842V201   5,165,000 500,000 SH   SOLE   500,000 0 0