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
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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 67,457 14,444,844 SH   SOLE   14,444,844 0 0
Alphabet, Inc. - A CAP STK CL A 02079K305 221,196 150,925 SH   SOLE   150,925 0 0
Alphabet, Inc. - C CAP STK CL C 02079K107 32,389 22,039 SH   SOLE   22,039 0 0
Bellring Brands, Inc. COMM 079823100 107,143 5,165,991 SH   SOLE   5,165,991 0 0
The Charles Schwab Corporation COMM 808513105 527,628 14,563,293 SH   SOLE   14,563,293 0 0
Facebook, Inc. COMM 30303M102 200,759 766,550 SH   SOLE   766,550 0 0
Fastenal Company COMM 311900104 124,543 2,762,098 SH   SOLE   2,762,098 0 0
Guidewire Software Inc. COMM 40171V100 95,230 913,298 SH   SOLE   913,298 0 0
Herbalife Ltd. COMM G4412G101 261,506 5,605,694 SH   SOLE   5,605,694 0 0
Liberty Global plc - A CAP STK CL A G5480U104 156,953 7,470,418 SH   SOLE   7,470,418 0 0
Liberty Global plc - C CAP STK CL C G5480U120 114,941 5,597,321 SH   SOLE   5,597,321 0 0
The New York Times Company - A CAP STK CL A 650111107 102,074 2,385,459 SH   SOLE   2,385,459 0 0
Oak Street Health, Inc. COMM 67181A107 32,064 600,000 SH   SOLE   600,000 0 0
Post Holdings Inc. COMM 737446104 602,049 7,000,573 SH   SOLE   7,000,573 0 0
Salesforce.com, Inc. COMM 79466L302 318,737 1,268,250 SH   SOLE   1,268,250 0 0
Tempur Sealy International Inc. COMM 88023U101 168,929 1,894,037 SH   SOLE   1,894,037 0 0
UnitedHealth Group Incorporated COMM 91324P102 383,290 1,229,400 SH   SOLE   1,229,400 0 0
SPDR S&P 500 ETF Trust COMM 78462F103 294,703 880,000 SH Put SOLE   880,000 0 0