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
OMB APPROVAL
OMB Number: 3235-0006
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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 66,583 11,420,742 SH   SOLE   11,420,742 0 0
Alphabet, Inc. - A CAP STK CL A 02079K305 249,143 204,025 SH   SOLE   204,025 0 0
Alphabet, Inc. - C CAP STK CL C 02079K107 36,195 29,692 SH   SOLE   29,692 0 0
The Charles Schwab Corporation COMM 808513105 508,958 12,167,293 SH   SOLE   12,167,293 0 0
Facebook, Inc. COMM 30303M102 246,071 1,381,800 SH   SOLE   1,381,800 0 0
Fastenal Company COMM 311900104 514,196 15,739,098 SH   SOLE   15,739,098 0 0
Herbalife Ltd. COMM G4412G101 121,606 3,211,996 SH   SOLE   3,211,996 0 0
Liberty Global plc - A CAP STK CL A G5480U104 218,530 8,829,514 SH   SOLE   8,829,514 0 0
Liberty Global plc - C CAP STK CL C G5480U120 185,026 7,777,487 SH   SOLE   7,777,487 0 0
Post Holdings Inc. COMM 737446104 650,719 6,148,140 SH   SOLE   6,148,140 0 0
Tempur Sealy International Inc. COMM 88023U101 293,014 3,795,523 SH   SOLE   3,795,523 0 0
UnitedHealth Group Incorporated COMM 91324P102 226,708 1,043,200 SH   SOLE   1,043,200 0 0