The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 | COM | L00849106 | 117,396 | 11,692,837 | SH | SOLE | N/A | 11,692,837 | 0 | 0 | |
ALEXANDERS INC | COM | 014752109 | 67,121 | 250,500 | SH | SOLE | N/A | 250,500 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 59,707 | 17,356 | SH | SOLE | N/A | 17,356 | 0 | 0 | |
APPLIED MATLS INC | COM | 038222105 | 40,691 | 285,750 | SH | SOLE | N/A | 285,750 | 0 | 0 | |
BOWX ACQUISITION CORP | CL A | 103085106 | 6,572 | 571,500 | SH | SOLE | N/A | 571,500 | 0 | 0 | |
CANOPY GROWTH CORP | COM | 138035100 | 6,078 | 251,600 | SH | SOLE | N/A | 251,600 | 0 | 0 | |
CANOPY GROWTH CORP | COM | 138035100 | 6,078 | 251,600 | SH | Put | SOLE | N/A | 251,600 | 0 | 0 |
CARVANA CO | CL A | 146869102 | 51,750 | 171,461 | SH | SOLE | N/A | 171,461 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 198,716 | 571,500 | SH | SOLE | N/A | 571,500 | 0 | 0 | |
FINANCE OF AMERICA COMPAN | *W EXP 04/08/202 | 31738L115 | 1,574 | 1,175,000 | SH | SOLE | N/A | 1,175,000 | 0 | 0 | |
FINANCE OF AMERICA COMPAN | COM CL A | 31738L107 | 25,561 | 3,350,000 | SH | SOLE | N/A | 3,350,000 | 0 | 0 | |
JD.COM INC | SPON ADR CL A | 47215P106 | 27,367 | 342,900 | SH | SOLE | N/A | 342,900 | 0 | 0 | |
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 30,031 | 342,856 | SH | SOLE | N/A | 342,856 | 0 | 0 | |
MASTERCARD INCORPORATED | CL A | 57636Q104 | 83,371 | 228,358 | SH | SOLE | N/A | 228,358 | 0 | 0 | |
MATCH GROUP INC NEW | COM | 57667L107 | 36,862 | 228,600 | SH | SOLE | N/A | 228,600 | 0 | 0 | |
MODERNA INC | COM | 60770K107 | 317 | 1,350 | SH | SOLE | N/A | 1,350 | 0 | 0 | |
OUTFRONT MEDIA INC | COM | 69007J106 | 49,418 | 2,056,520 | SH | SOLE | N/A | 2,056,520 | 0 | 0 | |
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 56,702 | 457,200 | SH | SOLE | N/A | 457,200 | 0 | 0 | |
SALESFORCE COM INC | COM | 79466L302 | 83,760 | 342,900 | SH | SOLE | N/A | 33,646,500 | 0 | 0 | |
SEA LTD | SPONSORD ADS | 81141R100 | 109,854 | 400,050 | SH | SOLE | N/A | 400,050 | 0 | 0 | |
SNAP INC | CL A | 83304A106 | 54,605 | 801,366 | SH | SOLE | N/A | 801,366 | 0 | 0 | |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 37,776 | 314,380 | SH | SOLE | N/A | 314,380 | 0 | 0 | |
TWILIO INC | CL A | 90138F102 | 78,864 | 200,080 | SH | SOLE | N/A | 200,080 | 0 | 0 | |
UBER TECHNOLOGIES INC | COM | 90353T100 | 45,830 | 914,400 | SH | SOLE | N/A | 914,400 | 0 | 0 |