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
AMAZON COM INC COM 023135106 42,152 396,870 SH   SOLE   396,870 0 0
APPFOLIO INC COM CL A 03783C100 76,746 846,716 SH   SOLE   846,716 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 217,183 4,025,638 SH   SOLE   4,025,638 0 0
GERDAU SA SPON ADR REP PFD 373737105 13,916 3,243,811 SH   SOLE   3,243,811 0 0
RIBBIT LEAP LTD SHS CL A G7552B105 0 10 SH   SOLE   10 0 0
RIBBIT LEAP LTD *W EXP 09/09/202 G7552B113 19 86,778 SH   SOLE   86,778 0 0
MERCADOLIBRE INC COM 58733R102 195,673 307,242 SH   SOLE   307,242 0 0
NATURA &CO HOLDING ADS 63884N108 162,454 31,181,240 SH   SOLE   31,181,240 0 0
NU HOLDINGS LTD ORD SHS CL A G6683N103 54,729 14,633,351 SH   SOLE   14,633,351 0 0
OKTA INC CL A 679295105 39,042 431,880 SH   SOLE   431,880 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 196 2,919 SH   SOLE   2,919 0 0
ATLASSIAN CORP PLC CL A G06242104 8,071 43,070 SH   SOLE   43,070 0 0
TEMPUR SEALY INTL INC COM 88023U101 109,618 5,129,505 SH   SOLE   5,129,505 0 0
VALE SA SPONSORED ADS 91912E105 302,512 20,677,522 SH   SOLE   20,677,522 0 0
VTEX SHS CL A G9470A102 37,520 12,181,961 SH   SOLE   12,181,961 0 0
WALDENCAST ACQUISITION CORP UNIT 03/11/2026 G9460C126 8,173 810,000 SH   SOLE   810,000 0 0
XP INC CL A G98239109 132,350 7,369,158 SH   SOLE   7,369,158 0 0