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 ORD (NYS) | COMM | L00849106 | 130,437 | 14,444,844 | SH | SOLE | 14,444,844 | 0 | 0 | ||
| ALIBABA GROUP HOLDING ADR REP 8 ORD (NYS) | COMM | 01609W102 | 38,648 | 261,050 | SH | SOLE | 261,050 | 0 | 0 | ||
| ALPHABET CL A ORD (NMS) | CAP STK CL A | 02079K305 | 294,502 | 110,155 | SH | SOLE | 110,155 | 0 | 0 | ||
| ALPHABET CL C ORD (NMS) | CAP STK CL C | 02079K107 | 58,288 | 21,869 | SH | SOLE | 21,869 | 0 | 0 | ||
| BELLRING BRANDS CL A ORD (NYS) | COMM | 079823100 | 158,854 | 5,165,991 | SH | SOLE | 5,165,991 | 0 | 0 | ||
| CHARLES SCHWAB ORD (NYS) | COMM | 808513105 | 465,651 | 6,392,793 | SH | SOLE | 6,392,793 | 0 | 0 | ||
| FACEBOOK CL A ORD (NMS) | COMM | 30303M102 | 264,317 | 778,800 | SH | SOLE | 778,800 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE ORD (NYS) | COMM | 40171V100 | 206,370 | 1,736,098 | SH | SOLE | 1,736,098 | 0 | 0 | ||
| HERBALIFE NUTRITION ORD (NYS) | COMM | G4412G101 | 372,572 | 8,791,232 | SH | SOLE | 8,791,232 | 0 | 0 | ||
| LIBERTY GLOBAL CL A ORD (NMS) | CAP STK CL A | G5480U104 | 63,844 | 2,142,418 | SH | SOLE | 2,142,418 | 0 | 0 | ||
| NEW YORK TIMES CL A ORD (NYS) | CAP STK CL A | 650111107 | 147,466 | 2,993,009 | SH | SOLE | 2,993,009 | 0 | 0 | ||
| OAK STREET HEALTH ORD (NYS) | COMM | 67181A107 | 94,512 | 2,222,250 | SH | SOLE | 2,222,250 | 0 | 0 | ||
| POST HOLDINGS ORD (NYS) | COMM | 737446104 | 771,183 | 7,000,573 | SH | SOLE | 7,000,573 | 0 | 0 | ||
| SALESFORCE.COM ORD (NYS) | COMM | 79466L302 | 317,802 | 1,171,750 | SH | SOLE | 1,171,750 | 0 | 0 | ||
| SHOPIFY CL A SUB VTG ORD (NYS) | CAP STK CL A | 82509L107 | 175,506 | 129,450 | SH | SOLE | 129,450 | 0 | 0 | ||
| UNITEDHEALTH GRP ORD (NYS) | COMM | 91324P102 | 325,819 | 833,850 | SH | SOLE | 833,850 | 0 | 0 | ||