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 | 56,190 | 14,444,844 | SH | SOLE | 14,444,844 | 0 | 0 | ||
Alphabet, Inc. - A | CAP STK CL A | 02079K305 | 275,237 | 236,875 | SH | SOLE | 236,875 | 0 | 0 | ||
Alphabet, Inc. - C | CAP STK CL C | 02079K107 | 25,627 | 22,039 | SH | SOLE | 22,039 | 0 | 0 | ||
Bellring Brands, Inc. | COMM | 079823100 | 86,288 | 5,060,868 | SH | SOLE | 5,060,868 | 0 | 0 | ||
The Charles Schwab Corporation | COMM | 808513105 | 489,752 | 14,567,293 | SH | SOLE | 14,567,293 | 0 | 0 | ||
Facebook, Inc. | COMM | 30303M102 | 211,844 | 1,270,050 | SH | SOLE | 1,270,050 | 0 | 0 | ||
Fastenal Company | COMM | 311900104 | 272,128 | 8,708,098 | SH | SOLE | 8,708,098 | 0 | 0 | ||
Guidewire Software Inc. | COMM | 40171V100 | 52,685 | 664,298 | SH | SOLE | 664,298 | 0 | 0 | ||
HDFC Bank Ltd. | COMM | 40415F101 | 74,382 | 1,934,000 | SH | SOLE | 1,934,000 | 0 | 0 | ||
Herbalife Ltd. | COMM | G4412G101 | 97,938 | 3,358,650 | SH | SOLE | 3,358,650 | 0 | 0 | ||
Liberty Global plc - A | CAP STK CL A | G5480U104 | 139,612 | 8,456,228 | SH | SOLE | 8,456,228 | 0 | 0 | ||
Liberty Global plc - C | CAP STK CL C | G5480U120 | 121,660 | 7,744,124 | SH | SOLE | 7,744,124 | 0 | 0 | ||
Post Holdings Inc. | COMM | 737446104 | 567,894 | 6,844,573 | SH | SOLE | 6,844,573 | 0 | 0 | ||
Salesforce.com, Inc. | COMM | 79466L302 | 179,831 | 1,249,000 | SH | SOLE | 1,249,000 | 0 | 0 | ||
Tempur Sealy International Inc. | COMM | 88023U101 | 63,857 | 1,460,932 | SH | SOLE | 1,460,932 | 0 | 0 | ||
UnitedHealth Group Incorporated | COMM | 91324P102 | 336,264 | 1,348,400 | SH | SOLE | 1,348,400 | 0 | 0 |