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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ANHEUSER BUSCH INBEV SA/NVSPONSORED ADR03524A10826,646404,893SH SOLE 404,89300
COSAN LTDSHS AG2534310744,5055,086,030SH SOLE 5,086,03000
COTY INCCOM CL A22207020364698,506SH SOLE 98,50600
KRAFT HEINZ COCOM50075410627,694643,458SH SOLE 643,45800
TEMPUR SEALY INTL INCCOM88023U101112,7372,723,121SH SOLE 2,723,12100
SPECTRUM BRANDS HLDGS INC NECOM84790A10514,921353,154SH SOLE 353,15400
MERCADOLIBRE INCCOM58733R102148,023519,257SH SOLE 519,25700
ELECTRONIC ARTS INCCOM28551210914,567184,600SH SOLE 184,60000
LINDE PLCCOMG5494J103148,617952,432SH SOLE 952,43200