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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADECOAGRO SA COM L00849106   128,904,078 11,612,980 SH   SOLE   11,612,980 0 0
ALPHABET UBC CAP STK CL A 02079K305   108,393,852 775,960 SH   SOLE   775,960 0 0
ALPHABET UBC CAP STK CL C 02079K107   163,602,818 1,160,880 SH   SOLE   1,160,880 0 0
AMAZON COM INC COM 023135106   299,701,650 1,972,500 SH   SOLE   1,972,500 0 0
BELLRING BRANDS INC CAP STK CL A 07831C103   223,645,250 4,034,733 SH   SOLE   4,034,733 0 0
GUIDEWIRE INC COM 40171V100   312,462,843 2,865,580 SH   SOLE   2,865,580 0 0
HERBALIFE LTD COM SHS G4412G101   157,340,611 10,310,656 SH   SOLE   10,310,656 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   368,568,000 900,000 SH Put SOLE   900,000 0 0
KILROY RLTY CORP COM 49427F108   17,731,270 445,062 SH   SOLE   445,062 0 0
NEW YORK TIMES CO CL A 650111107   185,880,748 3,794,259 SH   SOLE   3,794,259 0 0
POST HOLDINGS INC COM 737446104   455,647,977 5,174,290 SH   SOLE   5,174,290 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   12,632,650 182,500 SH   SOLE   182,500 0 0
SALESFORCE INC COM 79466L302   204,380,838 776,700 SH   SOLE   776,700 0 0
SCHWAB CHARLES CORP COM 808513105   192,581,038 2,799,143 SH   SOLE   2,799,143 0 0
SPDR S&P 500 ETF Trust TR UNIT 78462F103   1,848,955,900 3,890,000 SH Put SOLE   3,890,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   111,932,995 210,880 SH   SOLE   210,880 0 0
UNITEDHEALTH GRP INC COM 91324P102   149,201,598 283,400 SH   SOLE   283,400 0 0