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 98,225 14,444,844 SH   SOLE   14,444,844 0 0
Alphabet, Inc. - A CAP STK CL A 02079K305 198,968 113,525 SH   SOLE   113,525 0 0
Alphabet, Inc. - C CAP STK CL C 02079K107 38,312 21,869 SH   SOLE   21,869 0 0
Bellring Brands, Inc. COM CL A 079823100 125,585 5,165,991 SH   SOLE   5,165,991 0 0
The Charles Schwab Corporation COMM 808513105 414,364 7,812,293 SH   SOLE   7,812,293 0 0
Facebook, Inc. COMM 30303M102 209,391 766,550 SH   SOLE   766,550 0 0
Guidewire Software Inc. COMM 40171V100 176,720 1,372,798 SH   SOLE   1,372,798 0 0
Herbalife Ltd. COMM G4412G101 300,135 6,246,304 SH   SOLE   6,246,304 0 0
Liberty Global plc - A CAP STK CL A G5480U104 149,762 6,183,418 SH   SOLE   6,183,418 0 0
Liberty Global plc - C CAP STK CL C G5480U120 91,143 3,853,821 SH   SOLE   3,853,821 0 0
The New York Times Company - A CAP STK CL A 650111107 200,894 3,880,509 SH   SOLE   3,880,509 0 0
Oak Street Health, Inc. COMM 67181A107 36,696 600,000 SH   SOLE   600,000 0 0
Post Holdings Inc. COMM 737446104 707,128 7,000,573 SH   SOLE   7,000,573 0 0
Salesforce.com, Inc. COMM 79466L302 262,307 1,178,750 SH   SOLE   1,178,750 0 0
Tempur Sealy International Inc. COMM 88023U101 185,791 6,881,148 SH   SOLE   6,881,148 0 0
UnitedHealth Group Incorporated COMM 91324P102 359,850 1,026,150 SH   SOLE   1,026,150 0 0