The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
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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 62,691 14,444,844 SH   SOLE   14,444,844 0 0
Alphabet, Inc. - A CAP STK CL A 02079K305 227,065 160,125 SH   SOLE   160,125 0 0
Alphabet, Inc. - C CAP STK CL C 02079K107 31,155 22,039 SH   SOLE   22,039 0 0
Bellring Brands, Inc. COMM 079823100 103,010 5,165,991 SH   SOLE   5,165,991 0 0
The Charles Schwab Corporation COMM 808513105 491,366 14,563,293 SH   SOLE   14,563,293 0 0
Facebook, Inc. COMM 30303M102 194,043 854,550 SH   SOLE   854,550 0 0
Fastenal Company COMM 311900104 171,750 4,009,098 SH   SOLE   4,009,098 0 0
Guidewire Software Inc. COMM 40171V100 73,637 664,298 SH   SOLE   664,298 0 0
HDFC Bank Ltd. COMM 40415F101 61,666 1,356,500 SH   SOLE   1,356,500 0 0
Herbalife Ltd. COMM G4412G101 241,641 5,372,194 SH   SOLE   5,372,194 0 0
Liberty Global plc - A CAP STK CL A G5480U104 184,853 8,456,228 SH   SOLE   8,456,228 0 0
Liberty Global plc - C CAP STK CL C G5480U120 190,639 8,862,821 SH   SOLE   8,862,821 0 0
The New York Times Company - A CAP STK CL A 650111107 78,689 1,872,209 SH   SOLE   1,872,209 0 0
Post Holdings Inc. COMM 737446104 613,390 7,000,573 SH   SOLE   7,000,573 0 0
Salesforce.com, Inc. COMM 79466L302 247,931 1,323,500 SH   SOLE   1,323,500 0 0
Tempur Sealy International Inc. COMM 88023U101 151,206 2,101,537 SH   SOLE   2,101,537 0 0
UnitedHealth Group Incorporated COMM 91324P102 381,341 1,292,900 SH   SOLE   1,292,900 0 0