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 |
| ADECOAGRO S A | COM | L00849106 | 4,034 | 334,000 | SH | SOLE | 334,000 | 0 | 0 | ||
| BIOCERES CROP SOLUTIONS CORP | SHS | G1117K114 | 1,729 | 127,000 | SH | SOLE | 127,000 | 0 | 0 | ||
| CENTERRA GOLD INC | COM | 152006102 | 210 | 21,400 | SH | SOLE | 21,400 | 0 | 0 | ||
| D MARKET ELECTR SVCS & TRADI | SPONSORED ADS | 23292B104 | 1,089 | 480,000 | SH | SOLE | 480,000 | 0 | 0 | ||
| DESPEGAR COM CORP | ORD SHS | G27358103 | 4,160 | 341,000 | SH | SOLE | 341,000 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 4,078 | 82,000 | SH | SOLE | 82,000 | 0 | 0 | ||
| GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 | 3,517 | 1,005,000 | SH | SOLE | 1,005,000 | 0 | 0 | ||
| GRID DYNAMICS HLDGS INC | CL A | 39813G109 | 3,481 | 247,300 | SH | SOLE | 247,300 | 0 | 0 | ||
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 4,515 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| MERCADOLIBRE INC | COM | 58733R102 | 5,590 | 4,700 | SH | SOLE | 4,700 | 0 | 0 | ||
| PROSHARES TR | SHORT S&P 500 NE | 74347B425 | 4,367 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 5,941 | 49,600 | SH | SOLE | 49,600 | 0 | 0 | ||
| STONECO LTD | COM CL A | G85158106 | 3,463 | 296,000 | SH | SOLE | 296,000 | 0 | 0 | ||
| VALE S A | SPONSORED ADS | 91912E105 | 8,003 | 400,400 | SH | SOLE | 400,400 | 0 | 0 | ||