The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 60,613 | 8,246,625 | SH | SOLE | 8,246,625 | 0 | 0 | ||
| Alphabet, Inc. | CAP STK CL A | 02079K305 | 152,484 | 126,325 | SH | SOLE | 126,325 | 0 | 0 | ||
| Alphabet, Inc. | CAP STK CL C | 02079K107 | 39,339 | 32,962 | SH | SOLE | 32,962 | 0 | 0 | ||
| The Charles Schwab Corporation | COMM | 808513105 | 239,567 | 4,874,195 | SH | SOLE | 4,874,195 | 0 | 0 | ||
| CommScope Holding Inc. | COMM | 20337X109 | 243,285 | 7,909,121 | SH | SOLE | 7,909,121 | 0 | 0 | ||
| Facebook, Inc. | COMM | 30303M102 | 218,238 | 1,327,000 | SH | SOLE | 1,327,000 | 0 | 0 | ||
| Fastenal Company | COMM | 311900104 | 455,357 | 7,848,280 | SH | SOLE | 7,848,280 | 0 | 0 | ||
| Herbalife Ltd. | COMM | G4412G101 | 214,622 | 3,934,410 | SH | SOLE | 3,934,410 | 0 | 0 | ||
| Liberty Global plc | CAP STK CL A | G5480U104 | 246,271 | 8,512,635 | SH | SOLE | 8,512,635 | 0 | 0 | ||
| Liberty Global plc | CAP STK CL C | G5480U120 | 126,987 | 4,509,487 | SH | SOLE | 4,509,487 | 0 | 0 | ||
| Post Holdings Inc. | COMM | 737446104 | 558,276 | 5,694,370 | SH | SOLE | 5,694,370 | 0 | 0 | ||
| Tempur Sealy International Inc. | COMM | 88023U101 | 250,511 | 4,735,560 | SH | SOLE | 4,735,560 | 0 | 0 | ||
| SPDR S&P 500 ETF Trust | COMM | 78462F103 | 290,720 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |