The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| BANCO BRADESCO S A | SP ADR PFD | 059460303 | 3,306 | 814,383 | SH | SOLE | 814,383 | 0 | 0 | ||
| ANHEUSER-BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 20,840 | 328,496 | SH | SOLE | 328,496 | 0 | 0 | ||
| COSAN LTD | SHS A | G25343107 | 64,588 | 5,251,050 | SH | SOLE | 5,251,050 | 0 | 0 | ||
| DISNEYWALT CO | COM DISNEY | 254687106 | 28,798 | 207,500 | SH | SOLE | 207,500 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 93,153 | 647,434 | SH | SOLE | 647,434 | 0 | 0 | ||
| GERDAU SA | SPON ADR REP PFD | 373737105 | 1,828 | 957,264 | SH | SOLE | 957,264 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 30,404 | 18,200 | SH | SOLE | 18,200 | 0 | 0 | ||
| GARRETT MOTION INC | COM | 366505105 | 4,974 | 1,209,034 | SH | SOLE | 1,209,034 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 15,363 | 25,844 | SH | SOLE | 25,844 | 0 | 0 | ||
| LINDE PLC | SHS | G5494J103 | 29,362 | 118,154 | SH | SOLE | 118,154 | 0 | 0 | ||
| LOMA NEGRA CORP | SPONSORED ADS | 54150E104 | 8,446 | 2,379,133 | SH | SOLE | 2,379,133 | 0 | 0 | ||
| MERCADOLIBRE INC | SPONSORED ADS | 58733R102 | 75,354 | 154,231 | SH | SOLE | 154,231 | 0 | 0 | ||
| NATURA &CO HOLDING-ADR | ADS | 63884N108 | 140,177 | 11,461,604 | SH | SOLE | 11,461,604 | 0 | 0 | ||
| PURPLE INNOVATION INC | COM | 74640Y106 | 2,654 | 324,808 | SH | SOLE | 324,808 | 0 | 0 | ||
| PROSHARES SHORT RUSSELL2000 | SHRT RUSSELL2000 | 74348A210 | 21,108 | 84,340 | SH | SOLE | 84,340 | 0 | 0 | ||
| STONECO LTD | COM CL A | G85158106 | 10,713 | 492,117 | SH | SOLE | 492,117 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 114,032 | 1,815,008 | SH | SOLE | 1,815,008 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 22,392 | 88,700 | SH | SOLE | 88,700 | 0 | 0 | ||
| VALE S A | SPONSORED ADS | 91912E105 | 79,947 | 7,995,124 | SH | SOLE | 7,995,124 | 0 | 0 | ||
| XP INC | CL A | G98239109 | 1,735 | 89,941 | SH | SOLE | 89,941 | 0 | 0 | ||