The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 145,026 | 14,444,844 | SH | SOLE | 14,444,844 | 0 | 0 | ||
| Alibaba Group Holding Limited | COMM | 01609W102 | 54,722 | 241,300 | SH | SOLE | 241,300 | 0 | 0 | ||
| Alphabet, Inc. - A | CAP STK CL A | 02079K305 | 268,975 | 110,155 | SH | SOLE | 110,155 | 0 | 0 | ||
| Alphabet, Inc. - C | CAP STK CL C | 02079K107 | 54,811 | 21,869 | SH | SOLE | 21,869 | 0 | 0 | ||
| Bellring Brands, Inc. | COMM | 079823100 | 161,902 | 5,165,991 | SH | SOLE | 5,165,991 | 0 | 0 | ||
| The Charles Schwab Corporation | COMM | 808513105 | 487,958 | 6,701,793 | SH | SOLE | 6,701,793 | 0 | 0 | ||
| Facebook, Inc. | COMM | 30303M102 | 270,797 | 778,800 | SH | SOLE | 778,800 | 0 | 0 | ||
| Guidewire Software Inc. | COMM | 40171V100 | 188,507 | 1,672,348 | SH | SOLE | 1,672,348 | 0 | 0 | ||
| Herbalife Nutrition Ltd. | COMM | G4412G101 | 418,284 | 7,932,554 | SH | SOLE | 7,932,554 | 0 | 0 | ||
| Ishares Russell 2000 ETF | COMM | 464287655 | 68,811 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
| Liberty Global plc - A | CAP STK CL A | G5480U104 | 163,297 | 6,012,418 | SH | SOLE | 6,012,418 | 0 | 0 | ||
| Liberty Global plc - C | CAP STK CL C | G5480U120 | 100,259 | 3,707,821 | SH | SOLE | 3,707,821 | 0 | 0 | ||
| The New York Times Company - A | CAP STK CL A | 650111107 | 130,346 | 2,993,009 | SH | SOLE | 2,993,009 | 0 | 0 | ||
| Oak Street Health, Inc. | COMM | 67181A107 | 73,959 | 1,262,750 | SH | SOLE | 1,262,750 | 0 | 0 | ||
| Post Holdings Inc. | COMM | 737446104 | 759,352 | 7,000,573 | SH | SOLE | 7,000,573 | 0 | 0 | ||
| Salesforce.com, Inc. | COMM | 79466L302 | 286,223 | 1,171,750 | SH | SOLE | 1,171,750 | 0 | 0 | ||
| Shopify Inc. - A | CAP STK CL A | 82509L107 | 189,124 | 129,450 | SH | SOLE | 129,450 | 0 | 0 | ||
| UnitedHealth Group Incorporated | COMM | 91324P102 | 333,907 | 833,850 | SH | SOLE | 833,850 | 0 | 0 | ||