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 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