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 |
Adecoagro S.A. | COMM | L00849106 | 68,212 | 9,800,623 | SH | SOLE | 9,800,623 | 0 | 0 | ||
Alphabet, Inc. | CAP STK CL A | 02079K305 | 200,554 | 191,925 | SH | SOLE | 191,925 | 0 | 0 | ||
Alphabet, Inc. | CAP STK CL C | 02079K107 | 33,411 | 32,262 | SH | SOLE | 32,262 | 0 | 0 | ||
The Charles Schwab Corporation | COMM | 808513105 | 403,576 | 9,717,695 | SH | SOLE | 9,717,695 | 0 | 0 | ||
CommScope Holding Inc. | COMM | 20337X109 | 150,313 | 9,171,031 | SH | SOLE | 9,171,031 | 0 | 0 | ||
Facebook, Inc. | COMM | 30303M102 | 208,407 | 1,589,800 | SH | SOLE | 1,589,800 | 0 | 0 | ||
Fastenal Company | COMM | 311900104 | 414,465 | 7,926,280 | SH | SOLE | 7,926,280 | 0 | 0 | ||
Herbalife Ltd. | COMM | G4412G101 | 232,563 | 3,945,083 | SH | SOLE | 3,945,083 | 0 | 0 | ||
Liberty Global plc | CAP STK CL A | G5480U104 | 190,663 | 8,934,514 | SH | SOLE | 8,934,514 | 0 | 0 | ||
Liberty Global plc | CAP STK CL C | G5480U120 | 126,141 | 6,111,487 | SH | SOLE | 6,111,487 | 0 | 0 | ||
Post Holdings Inc. | COMM | 737446104 | 519,028 | 5,823,268 | SH | SOLE | 5,823,268 | 0 | 0 | ||
Tempur Sealy International Inc. | COMM | 88023U101 | 210,839 | 5,092,739 | SH | SOLE | 5,092,739 | 0 | 0 |