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 | 66,583 | 11,420,742 | SH | SOLE | 11,420,742 | 0 | 0 | ||
Alphabet, Inc. - A | CAP STK CL A | 02079K305 | 249,143 | 204,025 | SH | SOLE | 204,025 | 0 | 0 | ||
Alphabet, Inc. - C | CAP STK CL C | 02079K107 | 36,195 | 29,692 | SH | SOLE | 29,692 | 0 | 0 | ||
The Charles Schwab Corporation | COMM | 808513105 | 508,958 | 12,167,293 | SH | SOLE | 12,167,293 | 0 | 0 | ||
Facebook, Inc. | COMM | 30303M102 | 246,071 | 1,381,800 | SH | SOLE | 1,381,800 | 0 | 0 | ||
Fastenal Company | COMM | 311900104 | 514,196 | 15,739,098 | SH | SOLE | 15,739,098 | 0 | 0 | ||
Herbalife Ltd. | COMM | G4412G101 | 121,606 | 3,211,996 | SH | SOLE | 3,211,996 | 0 | 0 | ||
Liberty Global plc - A | CAP STK CL A | G5480U104 | 218,530 | 8,829,514 | SH | SOLE | 8,829,514 | 0 | 0 | ||
Liberty Global plc - C | CAP STK CL C | G5480U120 | 185,026 | 7,777,487 | SH | SOLE | 7,777,487 | 0 | 0 | ||
Post Holdings Inc. | COMM | 737446104 | 650,719 | 6,148,140 | SH | SOLE | 6,148,140 | 0 | 0 | ||
Tempur Sealy International Inc. | COMM | 88023U101 | 293,014 | 3,795,523 | SH | SOLE | 3,795,523 | 0 | 0 | ||
UnitedHealth Group Incorporated | COMM | 91324P102 | 226,708 | 1,043,200 | SH | SOLE | 1,043,200 | 0 | 0 |