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
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 121,319 14,340,344 SH   SOLE   14,340,344 0 0
ALPHABET CL A ORD (NMS) CAP STK CL A 02079K305 84,579 38,811 SH   SOLE   38,811 0 0
ALPHABET CL C ORD (NMS) CAP STK CL C 02079K107 126,968 58,044 SH   SOLE   58,044 0 0
AMAZON COM ORD (NMS) COMM 023135106 133,453 1,256,500 SH   SOLE   1,256,500 0 0
BELLRING BRANDS CL A ORD (NYS) CAP STK CL A 07831C103 339,918 13,656,803 SH   SOLE   13,656,803 0 0
CHARLES SCHWAB ORD (NYS) COMM 808513105 281,928 4,462,293 SH   SOLE   4,462,293 0 0
GUIDEWIRE SOFTWARE ORD (NYS) COMM 40171V100 177,782 2,504,330 SH   SOLE   2,504,330 0 0
HERBALIFE NUTRITION ORD (NYS) COMM G4412G101 221,796 10,845,794 SH   SOLE   10,845,794 0 0
META PLATFORMS CL A ORD (NMS) CAP STK CL A 30303M102 124,259 770,600 SH   SOLE   770,600 0 0
NEW YORK TIMES CL A ORD (NYS) CAP STK CL A 650111107 105,860 3,794,259 SH   SOLE   3,794,259 0 0
OAK STREET HEALTH ORD (NYS) COMM 67181A107 113,720 6,917,287 SH   SOLE   6,917,287 0 0
POST HOLDINGS ORD (NYS) COMM 737446104 576,497 7,000,573 SH   SOLE   7,000,573 0 0
SALESFORCE.COM ORD (NYS) COMM 79466L302 154,775 937,800 SH   SOLE   937,800 0 0
UNITEDHEALTH GRP ORD (NYS) COMM 91324P102 192,226 374,250 SH   SOLE   374,250 0 0
VMG CONSUMER ACQUISITION UNT (NMS) COMM 91842V201 4,985 500,000 SH   SOLE   500,000 0 0