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 56,190 14,444,844 SH   SOLE   14,444,844 0 0
Alphabet, Inc. - A CAP STK CL A 02079K305 275,237 236,875 SH   SOLE   236,875 0 0
Alphabet, Inc. - C CAP STK CL C 02079K107 25,627 22,039 SH   SOLE   22,039 0 0
Bellring Brands, Inc. COMM 079823100 86,288 5,060,868 SH   SOLE   5,060,868 0 0
The Charles Schwab Corporation COMM 808513105 489,752 14,567,293 SH   SOLE   14,567,293 0 0
Facebook, Inc. COMM 30303M102 211,844 1,270,050 SH   SOLE   1,270,050 0 0
Fastenal Company COMM 311900104 272,128 8,708,098 SH   SOLE   8,708,098 0 0
Guidewire Software Inc. COMM 40171V100 52,685 664,298 SH   SOLE   664,298 0 0
HDFC Bank Ltd. COMM 40415F101 74,382 1,934,000 SH   SOLE   1,934,000 0 0
Herbalife Ltd. COMM G4412G101 97,938 3,358,650 SH   SOLE   3,358,650 0 0
Liberty Global plc - A CAP STK CL A G5480U104 139,612 8,456,228 SH   SOLE   8,456,228 0 0
Liberty Global plc - C CAP STK CL C G5480U120 121,660 7,744,124 SH   SOLE   7,744,124 0 0
Post Holdings Inc. COMM 737446104 567,894 6,844,573 SH   SOLE   6,844,573 0 0
Salesforce.com, Inc. COMM 79466L302 179,831 1,249,000 SH   SOLE   1,249,000 0 0
Tempur Sealy International Inc. COMM 88023U101 63,857 1,460,932 SH   SOLE   1,460,932 0 0
UnitedHealth Group Incorporated COMM 91324P102 336,264 1,348,400 SH   SOLE   1,348,400 0 0