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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Adecoagro S.A. COMM L00849106 16,110 2,142,350 SH   SOLE   2,142,350 0 0
Alphabet, Inc. CAP STK CL A 02079K305 117,949 113,725 SH   SOLE   113,725 0 0
Alphabet, Inc. CAP STK CL C 02079K107 34,010 32,962 SH   SOLE   32,962 0 0
The Charles Schwab Corporation COMM 808513105 237,785 4,553,528 SH   SOLE   4,553,528 0 0
CommScope Holding Inc. COMM 20337X109 286,110 7,158,121 SH   SOLE   7,158,121 0 0
Fastenal Company COMM 311900104 302,543 5,542,094 SH   SOLE   5,542,094 0 0
Herbalife Ltd. COMM G4412G101 291,132 2,986,893 SH   SOLE   2,986,893 0 0
Liberty Global plc CAP STK CL A G5480U104 256,699 8,198,635 SH   SOLE   8,198,635 0 0
Liberty Global plc CAP STK CL C G5480U120 99,643 3,274,487 SH   SOLE   3,274,487 0 0
Microsoft Corporation COMM 594918104 72,145 790,452 SH   SOLE   790,452 0 0
Outfront Media Inc. COMM 69007J106 41,626 2,221,255 SH   SOLE   2,221,255 0 0
Post Holdings Inc. COMM 737446104 417,197 5,506,823 SH   SOLE   5,506,823 0 0
Tempur Sealy International Inc. COMM 88023U101 156,327 3,451,696 SH   SOLE   3,451,696 0 0