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 118,881 14,340,344 SH   SOLE   14,340,344 0 0
ALPHABET CL A ORD (NMS) CAP STK CL A 02079K305 74,245 776,220 SH   SOLE   776,220 0 0
ALPHABET CL C ORD (NMS) CAP STK CL C 02079K107 111,619 1,160,880 SH   SOLE   1,160,880 0 0
AMAZON COM ORD (NMS) COMM 023135106 141,985 1,256,500 SH   SOLE   1,256,500 0 0
BELLRING BRANDS ORD (NYS) CAP STK CL A 07831C103 281,467 13,656,803 SH   SOLE   13,656,803 0 0
CHARLES SCHWAB ORD (NYS) COMM 808513105 275,506 3,833,393 SH   SOLE   3,833,393 0 0
GUIDEWIRE SOFTWARE ORD (NYS) COMM 40171V100 169,938 2,759,630 SH   SOLE   2,759,630 0 0
HERBALIFE NUTR (NYS) COMM G4412G101 215,723 10,845,794 SH   SOLE   10,845,794 0 0
META PLATFORMS CL A ORD (NMS) CAP STK CL A 30303M102 91,665 675,600 SH   SOLE   675,600 0 0
NEW YORK TIMES CL A ORD (NYS) CAP STK CL A 650111107 109,085 3,794,259 SH   SOLE   3,794,259 0 0
OAK STREET HEALTH ORD (NYS) COMM 67181A107 169,612 6,917,287 SH   SOLE   6,917,287 0 0
POST HOLDINGS ORD (NYS) COMM 737446104 573,417 7,000,573 SH   SOLE   7,000,573 0 0
SALESFORCE ORD (NYS) COMM 79466L302 134,893 937,800 SH   SOLE   937,800 0 0
UNITEDHEALTH GRP ORD (NYS) COMM 91324P102 169,138 334,900 SH   SOLE   334,900 0 0
VMG CONSUMER ACQUISITION UNT (NMS) COMM 91842V201 5,000 500,000 SH   SOLE   500,000 0 0