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
ALPHABET INC CAP STK CL A 02079K305 5,006 1,728 SH   SOLE   1,728 0 0
APPLE INC COM 037833100 1,226 6,902 SH   SOLE   6,902 0 0
ARK ETF TR INNOVATION ETF 00214Q104 1,759 18,600 SH Put SOLE   18,600 0 0
AT&T INC COM 00206R102 246 10,000 SH   SOLE   10,000 0 0
BHP GROUP PLC SPONSORED ADR 05545E209 11,096 185,645 SH   SOLE   185,645 0 0
CELULARITY INC *W EXP 05/24/202 151190113 13 15,000 SH   SOLE   15,000 0 0
CERNER CORP COM 156782104 3,715 40,000 SH   SOLE   40,000 0 0
COHERENT INC COM 192479103 3,465 13,000 SH   SOLE   13,000 0 0
CYRUSONE INC COM 23283R100 5,383 60,000 SH   SOLE   60,000 0 0
DOLLAR GEN CORP NEW COM 256677105 2,571 10,904 SH   SOLE   10,904 0 0
FERRO CORP COM 315405100 1,092 50,000 SH   SOLE   50,000 0 0
IHS MARKIT LTD SHS G47567105 15,093 113,547 SH   SOLE   113,547 0 0
INTERSECT ENT INC COM 46071F103 321 11,759 SH   SOLE   11,759 0 0
LOWES COS INC COM 548661107 3,602 13,935 SH   SOLE   13,935 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,156 5,999 SH   SOLE   5,999 0 0
MERCADOLIBRE INC COM 58733R102 1,142 847 SH   SOLE   847 0 0
META PLATFORMS INC CL A 30303M102 3,390 10,080 SH   SOLE   10,080 0 0
MICROSOFT CORP COM 594918104 4,546 13,517 SH   SOLE   13,517 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 2,648 27,576 SH   SOLE   27,576 0 0
MOODYS CORP COM 615369105 1,717 4,396 SH   SOLE   4,396 0 0
MORNINGSTAR INC COM 617700109 2,882 8,427 SH   SOLE   8,427 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 8,565 154,828 SH   SOLE   154,828 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 672 952 SH   SOLE   952 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 1,562 59,566 SH   SOLE   59,566 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 28,862 2,628,600 SH Call SOLE   2,628,600 0 0
PROCTER AND GAMBLE CO COM 742718109 885 5,412 SH   SOLE   5,412 0 0
PROSHARES TR II ULTRA VIX SHORT 74347Y839 1,110 89,300 SH Put SOLE   89,300 0 0
S&P GLOBAL INC COM 78409V104 2,848 6,035 SH   SOLE   6,035 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 1,887 34,000 SH Call SOLE   34,000 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1,057 6,077 SH   SOLE   6,077 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 8,787 18,500 SH Put SOLE   18,500 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 1,630 17,000 SH Call SOLE   17,000 0 0
TJX COS INC NEW COM 872540109 1,247 16,425 SH   SOLE   16,425 0 0
VITRU LTD COM G9440D103 729 51,726 SH   SOLE   51,726 0 0
XILINX INC COM 983919101 6,819 32,159 SH   SOLE   32,159 0 0
ZENVIA INC CLASS A COM G9889V101 257 37,780 SH   SOLE   37,780 0 0