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 |
|
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 |