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 SA | COM | L00849106 | 127,975,040 | 11,612,980 | SH | SOLE | 11,612,980 | 0 | 0 | ||
ALPHABET UBC | CAP STK CL A | 02079K305 | 62,026,193 | 410,960 | SH | SOLE | 410,960 | 0 | 0 | ||
ALPHABET UBC | CAP STK CL C | 02079K107 | 176,755,589 | 1,160,880 | SH | SOLE | 1,160,880 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 301,956,120 | 1,674,000 | SH | SOLE | 1,674,000 | 0 | 0 | ||
BBB FOODS INC | CAP STK CL A | 07831C103 | 594,500 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 10,517,955 | 54,500 | SH | SOLE | 54,500 | 0 | 0 | ||
GUIDEWIRE INC | COM | 40171V100 | 334,441,842 | 2,865,580 | SH | SOLE | 2,865,580 | 0 | 0 | ||
HERBALIFE LTD | COM SHS | G4412G101 | 86,745,681 | 8,631,411 | SH | SOLE | 8,631,411 | 0 | 0 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 111,002,500 | 250,000 | SH | Put | SOLE | 250,000 | 0 | 0 | |
KILROY RLTY CORP | COM | 49427F108 | 20,465,645 | 561,780 | SH | SOLE | 561,780 | 0 | 0 | ||
NEW YORK TIMES CO | CL A | 650111107 | 163,987,874 | 3,794,259 | SH | SOLE | 3,794,259 | 0 | 0 | ||
POST HOLDINGS INC | COM | 737446104 | 549,923,541 | 5,174,290 | SH | SOLE | 5,174,290 | 0 | 0 | ||
PROCORE TECHNOLOGIES INC | COM | 74275K108 | 14,996,025 | 182,500 | SH | SOLE | 182,500 | 0 | 0 | ||
SALESFORCE INC | COM | 79466L302 | 184,005,921 | 610,950 | SH | SOLE | 610,950 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 181,185,875 | 2,504,643 | SH | SOLE | 2,504,643 | 0 | 0 | ||
SPDR S&P 500 ETF Trust | TR UNIT | 78462F103 | 104,614,000 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 122,565,565 | 210,880 | SH | SOLE | 210,880 | 0 | 0 | ||
UNITEDHEALTH GRP INC | COM | 91324P102 | 189,593,775 | 383,250 | SH | SOLE | 383,250 | 0 | 0 |