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
ISHARES MSCI STH KOR ETF 464286772 6,296 110,000 SH   SOLE   110,000 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 6,468 158,403 SH   SOLE   158,403 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 6,302 261,400 SH   SOLE   261,400 0 0
COSAN LTD SHS A G25343107 133,990 21,167,463 SH   SOLE   21,167,463 0 0
SPDR S&P 500 ETF TR PUT 78462F953 100 496 SH   SOLE   496 0 0