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
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ADOBE SYSTEMS INCORPORATED COM 00724F101 2,111 4,220 SH   SOLE N/A 4,220 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 9,775 42,000 SH   SOLE N/A 42,000 0 0
ALPHABET INC CAP STK CL A 02079K305 6,791 3,875 SH   SOLE N/A 3,875 0 0
AMAZON COM INC COM 023135106 23,971 7,360 SH   SOLE N/A 7,360 0 0
AUTODESK INC COM 052769106 7,676 25,140 SH   SOLE N/A 25,140 0 0
BOSTON BEER INC CL A 100557107 5,966 6,000 SH   SOLE N/A 6,000 0 0
CENTRAIS ELETRICAS BRASILEIR SPONSORED ADR 15234Q207 10,324 1,477,026 SH   SOLE N/A 1,477,026 0 0
DOCUSIGN INC COM 256163106 16,017 72,050 SH   SOLE N/A 72,050 0 0
ETSY INC COM 29786A106 14,233 80,000 SH   SOLE N/A 80,000 0 0
FACEBOOK INC CL A 30303M102 17,646 64,600 SH   SOLE N/A 64,600 0 0
GOL LINHAS AEREAS INTELIGENT SPON ADR PFD NEW 38045R206 7,856 799,974 SH   SOLE N/A 799,974 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 3,272 4,000 SH   SOLE N/A 4,000 0 0
ISHARES TR MBS ETF 464288588 58,608 532,174 SH   SOLE N/A 532,174 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 52,807 1,022,000 SH Call SOLE N/A 1,022,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,391 9,500 SH   SOLE N/A 9,500 0 0
MERCADOLIBRE INC COM 58733R102 104,534 62,400 SH   SOLE N/A 62,400 0 0
MICROSOFT CORP COM 594918104 13,023 58,550 SH   SOLE N/A 58,550 0 0
NETFLIX INC COM 64110L106 10,815 20,000 SH   SOLE N/A 20,000 0 0
NVIDIA CORPORATION COM 67066G104 3,436 6,580 SH   SOLE N/A 6,580 0 0
PAYPAL HLDGS INC COM 70450Y103 3,583 15,300 SH   SOLE N/A 15,300 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 5,596 505,957 SH   SOLE N/A 505,957 0 0
SALESFORCE COM INC COM 79466L302 9,791 44,000 SH   SOLE N/A 44,000 0 0
SEA LTD SPONSORD ADS 81141R100 20,502 103,000 SH   SOLE N/A 103,000 0 0
SERVICENOW INC COM 81762P102 11,009 20,000 SH   SOLE N/A 20,000 0 0
SQUARE INC CL A 852234103 8,956 41,150 SH   SOLE N/A 41,150 0 0
SUZANO S A SPON ADS 86959K105 8,546 764,367 SH   SOLE N/A 764,367 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 6,553 60,100 SH   SOLE N/A 60,100 0 0
VALE S A SPONSORED ADS 91912E105 22,915 1,367,222 SH   SOLE N/A 1,367,222 0 0
XP INC CL A G98239109 22,112 557,402 SH   SOLE N/A 557,402 0 0
YANDEX N V SHS CLASS A N97284108 15,479 222,470 SH   SOLE N/A 222,470 0 0