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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADECOAGRO ORD (NYS) COMM L00849106   122,090,380 13,043,844 SH   SOLE   13,043,844 0 0
ALPHABET CL A ORD (NMS) CAP STK CL A 02079K305   92,882,412 775,960 SH   SOLE   775,960 0 0
ALPHABET CL C ORD (NMS) CAP STK CL C 02079K107   140,431,654 1,160,880 SH   SOLE   1,160,880 0 0
AMAZON COM ORD (NMQ) COMM 023135106   257,135,100 1,972,500 SH   SOLE   1,972,500 0 0
BELLRING BRANDS ORD (NYS) CAP STK CL A 07831C103   395,060,656 10,794,007 SH   SOLE   10,794,007 0 0
CHARLES SCHWAB ORD (NYS) COMM 808513105   253,396,045 4,470,643 SH   SOLE   4,470,643 0 0
GUIDEWIRE SOFTWARE ORD (NYS) COMM 40171V100   218,013,326 2,865,580 SH   SOLE   2,865,580 0 0
HERBALIFE ORD (NYS) COMM G4412G101   143,598,313 10,845,794 SH   SOLE   10,845,794 0 0
NEW YORK TIMES CL A ORD (NYS) CAP STK CL A 650111107   149,417,919 3,794,259 SH   SOLE   3,794,259 0 0
POST HOLDINGS ORD (NYS) COMM 737446104   448,352,229 5,174,290 SH   SOLE   5,174,290 0 0
INVESCO QQQ TRUST SERIES 1 COMM 46090E103   193,945,500 525,000 SH Put SOLE   525,000 0 0
SALESFORCE ORD (NYS) COMM 79466L302   179,106,228 847,800 SH   SOLE   847,800 0 0
SPDR S&P 500 ETF Trust COMM 78462F103   132,984,000 300,000 SH Put SOLE   300,000 0 0
UNITEDHEALTH GRP ORD (NYS) COMM 91324P102   105,380,320 219,250 SH   SOLE   219,250 0 0