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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM 023135106   202,561 1,215 SH   SOLE   0 0 1,215
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107   875 150 SH   SOLE   0 0 150
ATEA PHARMACEUTICALS INC COM 04683R106   111,750 12,500 SH   SOLE   0 0 12,500
XP INC CL A G98239109   15,352,822 534,197 SH   SOLE   0 0 534,197
COINBASE GLOBAL INC COM CL A 19260Q107   50,474 200 SH   SOLE   0 0 200
SALESFORCE COM INC COM 79466L302   239,645 943 SH   SOLE   0 0 943
CROWDSTRIKE HLDGS INC CL A 22788C105   1,058,558 5,170 SH   SOLE   0 0 5,170
DATADOG INC CL A COM 23804L103   421,586 2,367 SH   SOLE   0 0 2,367
DOCUSIGN INC COM 256163106   247,047 1,622 SH   SOLE   0 0 1,622
META PLATFORMS INC CL A 30303M102   8,501,246 25,275 SH   SOLE   0 0 25,275
ALPHABET INC CAP STK CL A 02079K305   204,966 1,415 SH   SOLE   0 0 1,415
JD.COM INC SPON ADR CL A 47215P106   1,112,081 15,871 SH   SOLE   0 0 15,871
LOMA NEGRA C I A S A MTN 14 SPONSORED ADS 54150E104   2,525,262 378,600 SH   SOLE   0 0 378,600
MASTERCARD INCORPORATED CL A 57636Q104   9,592,407 26,696 SH   SOLE   0 0 26,696
MERCADOLIBRE INC COM 58733R102   1,061,191 787 SH   SOLE   0 0 787
MICROSOFT CORP COM 594918104   8,465,847 25,172 SH   SOLE   0 0 25,172
1LIFE HEALTHCARE INC COM 68269G107   1,506,856 85,763 SH   SOLE   0 0 85,763
OZON HLDGS PLC SPONSORED ADS 69269L104   879,510 28,500 SH   SOLE   0 0 28,500
UIPATH INC CL A 90364P105   1,509,550 35,000 SH   SOLE   0 0 35,000
RINGCENTRAL INC CL A 76680R206   1,663,855 8,881 SH   SOLE   0 0 8,881
SNOWFLAKE INC CL A 833445109   189,700 560 SH   SOLE   0 0 560
SUNCOR ENERGY INC NEW COM 867224107   680,816 27,200 SH   SOLE   0 0 27,200
SUZANO S A SPON ADS 86959K105   12,774,856 1,182,857 SH   SOLE   0 0 1,182,857
TUYA INC SPONSERED ADS 90114C107   597,019 95,523 SH   SOLE   0 0 95,523
TERNIUM SA SPONSORED ADS 880890108   7,920,118 181,988 SH   SOLE   0 0 181,988
UNITY SOFTWARE INC COM 91332U101   349,754 2,446 SH   SOLE   0 0 2,446
VISA INC COM CL A 92826C839   4,539,858 20,949 SH   SOLE   0 0 20,949
VTEX SHS CL A G9470A102   374,128 34,900 SH   SOLE   0 0 34,900
WORKDAY INC CL A 98138H101   1,758,460 6,437 SH   SOLE   0 0 6,437
SPDR SER TR S&P OILGAS EXP 78468R556   2,042,319 21,303 SH   SOLE   0 0 21,303
CARNIVAL CORP COMMON STOCK 143658300   80,000 10,000 SH Call SOLE   0 0 10,000
RIO TINTO PLC CALL 767204900   276,000 4,000 SH Call SOLE   0 0 4,000
TESLA INC CALL 88160R901   459,000 1,500 SH Call SOLE   0 0 1,500
FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101   38,000 500 SH Call SOLE   0 0 500