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 |
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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 |
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 |