The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 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 SA | COM | L00849106 | 100,140,039 | 9,046,074 | SH | SOLE | 9,046,074 | 0 | 0 | |||
ALPHABET UBC | CAP STK CL A | 02079K305 | 68,157,716 | 410,960 | SH | SOLE | 410,960 | 0 | 0 | |||
ALPHABET UBC | CAP STK CL C | 02079K107 | 171,433,282 | 1,025,380 | SH | SOLE | 1,025,380 | 0 | 0 | |||
AMAZON COM INC | COM | 023135106 | 287,022,732 | 1,540,400 | SH | SOLE | 1,540,400 | 0 | 0 | |||
GUIDEWIRE INC | COM | 40171V100 | 524,229,205 | 2,865,580 | SH | SOLE | 2,865,580 | 0 | 0 | |||
HERBALIFE LTD | COM SHS | G4412G101 | 62,059,845 | 8,631,411 | SH | SOLE | 8,631,411 | 0 | 0 | |||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 73,210,500 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | ||
LAMB WESTON HLDGS INC | COM | 513272104 | 36,969,777 | 571,050 | SH | SOLE | 571,050 | 0 | 0 | |||
NEW YORK TIMES CO | CL A | 650111107 | 211,226,399 | 3,794,259 | SH | SOLE | 3,794,259 | 0 | 0 | |||
POST HOLDINGS INC | COM | 737446104 | 506,132,964 | 4,372,639 | SH | SOLE | 4,372,639 | 0 | 0 | |||
PROCORE TECHNOLOGIES INC | COM | 74275K108 | 34,381,126 | 557,050 | SH | SOLE | 557,050 | 0 | 0 | |||
SALESFORCE INC | COM | 79466L302 | 147,009,641 | 537,100 | SH | SOLE | 537,100 | 0 | 0 | |||
SCHWAB CHARLES CORP | COM | 808513105 | 240,629,355 | 3,712,843 | SH | SOLE | 3,712,843 | 0 | 0 | |||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 130,444,042 | 210,880 | SH | SOLE | 210,880 | 0 | 0 | |||
UNITEDHEALTH GRP INC | COM | 91324P102 | 254,686,608 | 435,600 | SH | SOLE | 435,600 | 0 | 0 | |||
VAIL RESORTS INC | COM | 91879Q109 | 4,836,548 | 27,750 | SH | SOLE | 27,750 | 0 | 0 |