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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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 S A COM L00849106 91,269 11,883,961 SH   SOLE N/A 11,883,961 0 0
ALEXANDERS INC COM 014752109 65,205 250,500 SH   SOLE N/A 250,500 0 0
AMAZON COM INC COM 023135106 76,356 22,900 SH   SOLE N/A 22,900 0 0
CANOPY GROWTH CORP COM 138035100 2,189 251,600 SH   SOLE N/A 251,600 0 0
CANOPY GROWTH CORP COM 138035100 2,189 251,600 SH Put SOLE N/A 251,600 0 0
CARVANA CO CL A 146869102 39,758 171,525 SH   SOLE N/A 171,525 0 0
COMPASS INC CL A 20464U100 4,463 490,958 SH   SOLE N/A 490,958 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106 613 20,212 SH   SOLE N/A 20,212 0 0
FINANCE OF AMERICA COMPAN *W EXP 04/08/202 31738L115 449 1,175,000 SH   SOLE N/A 1,175,000 0 0
FINANCE OF AMERICA COMPAN COM CL A 31738L107 14,283 3,597,815 SH   SOLE N/A 3,597,815 0 0
MASTERCARD INCORPORATED CL A 57636Q104 82,054 228,358 SH   SOLE N/A 228,358 0 0
META PLATFORMS INC CL A 30303M102 134,574 400,100 SH   SOLE N/A 400,100 0 0
NIKE INC CL B 654106103 66,668 400,000 SH   SOLE N/A 400,000 0 0
OUTFRONT MEDIA INC COM 69007J106 55,156 2,056,520 SH   SOLE N/A 2,056,520 0 0
PALO ALTO NETWORKS INC COM 697435105 63,638 114,300 SH   SOLE N/A 114,300 0 0
ROBINHOOD MKTS INC COM CL A 770700102 3,555 200,169 SH   SOLE N/A 200,169 0 0
SALESFORCE COM INC COM 79466L302 123,456 485,800 SH   SOLE N/A 485,800 0 0
SEA LTD SPONSORD ADS 81141R100 89,495 400,050 SH   SOLE N/A 400,050 0 0
UBER TECHNOLOGIES INC COM 90353T100 28,751 685,700 SH   SOLE N/A 685,700 0 0