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
Estimated average burden
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109   77,970,383 832,750 SH   SOLE   832,750 0 0
ADECOAGRO S A COM L00849106   152,482,536 13,043,844 SH   SOLE   13,043,844 0 0
ALPHABET INC CAP STK CL A 02079K305   101,542,126 775,960 SH   SOLE   775,960 0 0
ALPHABET INC CAP STK CL C 02079K107   153,062,028 1,160,880 SH   SOLE   1,160,880 0 0
AMAZON COM INC COM 023135106   250,744,200 1,972,500 SH   SOLE   1,972,500 0 0
BELLRING BRANDS INC CAP STK CL A 07831C103   239,215,759 5,801,983 SH   SOLE   5,801,983 0 0
GUIDEWIRE INC COM 40171V100   257,902,200 2,865,580 SH   SOLE   2,865,580 0 0
HERBALIFE LTD COM SHS G4412G101   151,732,658 10,845,794 SH   SOLE   10,845,794 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   197,048,500 550,000 SH Put SOLE   550,000 0 0
NEW YORK TIMES CO CL A 650111107   156,323,471 3,794,259 SH   SOLE   3,794,259 0 0
POST HOLDINGS INC COM 737446104   443,643,625 5,174,290 SH   SOLE   5,174,290 0 0
SALESFORCE INC COM 79466L302   157,499,226 776,700 SH   SOLE   776,700 0 0
SCHWAB CHARLES CORP COM 808513105   228,391,851 4,160,143 SH   SOLE   4,160,143 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   128,244,000 300,000 SH Put SOLE   300,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   73,561,686 145,330 SH   SOLE   145,330 0 0
UNITEDHEALTH GRP INC COM 91324P102   142,887,446 283,400 SH   SOLE   283,400 0 0