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 81,544 11,420,742 SH   SOLE   11,420,742 0 0
Alphabet, Inc. - A CAP STK CL A 02079K305 218,103 201,425 SH   SOLE   201,425 0 0
Alphabet, Inc. - C CAP STK CL C 02079K107 32,094 29,692 SH   SOLE   29,692 0 0
The Charles Schwab Corporation COMM 808513105 486,110 12,095,293 SH   SOLE   12,095,293 0 0
Facebook, Inc. COMM 30303M102 274,793 1,423,800 SH   SOLE   1,423,800 0 0
Fastenal Company COMM 311900104 529,475 16,246,560 SH   SOLE   16,246,560 0 0
Herbalife Ltd. COMM G4412G101 45,368 1,061,000 SH   SOLE   1,061,000 0 0
Liberty Global plc - A CAP STK CL A G5480U104 241,143 8,934,514 SH   SOLE   8,934,514 0 0
Liberty Global plc - C CAP STK CL C G5480U120 200,155 7,544,487 SH   SOLE   7,544,487 0 0
Post Holdings Inc. COMM 737446104 620,196 5,965,139 SH   SOLE   5,965,139 0 0
Tempur Sealy International Inc. COMM 88023U101 308,194 4,200,539 SH   SOLE   4,200,539 0 0
UnitedHealth Group Incorporated COMM 91324P102 225,221 923,000 SH   SOLE   923,000 0 0