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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADECOAGRO S A COM L00849106 105,586 11,692,837 SH   SOLE N/A 11,692,837 0 0
ALEXANDERS INC COM 014752109 65,285 250,500 SH   SOLE N/A 250,500 0 0
CANOPY GROWTH CORP COM 138035100 3,488 251,600 SH   SOLE N/A 251,600 0 0
CANOPY GROWTH CORP COM 138035100 3,488 251,600 SH Put SOLE N/A 251,600 0 0
CARVANA CO CL A 146869102 34,454 114,261 SH   SOLE N/A 114,261 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106 566 20,212 SH   SOLE N/A 20,212 0 0
FACEBOOK INC CL A 30303M102 193,961 571,500 SH   SOLE N/A 571,500 0 0
FINANCE OF AMERICA COMPAN *W EXP 04/08/202 31738L115 764 1,175,000 SH   SOLE N/A 1,175,000 0 0
FINANCE OF AMERICA COMPAN COM CL A 31738L107 16,583 3,350,000 SH   SOLE N/A 3,350,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 79,396 228,358 SH   SOLE N/A 228,358 0 0
NIKE INC CL B 654106103 58,092 400,000 SH   SOLE N/A 400,000 0 0
OUTFRONT MEDIA INC COM 69007J106 51,824 2,056,520 SH   SOLE N/A 2,056,520 0 0
PALO ALTO NETWORKS INC COM 697435105 82,101 171,400 SH   SOLE N/A 171,400 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 54,711 628,500 SH   SOLE N/A 628,500 0 0
SALESFORCE COM INC COM 79466L302 147,245 542,900 SH   SOLE N/A 542,900 0 0
SEA LTD SPONSORD ADS 81141R100 127,508 400,050 SH   SOLE N/A 400,050 0 0
SNAP INC CL A 83304A106 54,871 742,800 SH   SOLE N/A 742,800 0 0
TWILIO INC CL A 90138F102 54,711 171,480 SH   SOLE N/A 171,480 0 0