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
APPLE INC COMMON 037833100 1,870 16,144 SH   SOLE   16,144 0 0
SHERWIN-WILLIAMS CO/THE COMMON 824348106 4,679 6,715 SH   SOLE   6,715 0 0
NIKE INC -CL B COMMON 654106103 2,775 22,106 SH   SOLE   22,106 0 0
SHERWIN-WILLIAMS CO/THE COMMON 824348106 4,064 5,833 SH   SOLE   5,833 0 0
VANGUARD FTSE EUROPE ETF ETF 922042874 3,392 64,703 SH   SOLE   64,703 0 0
ECOLAB INC COMMON 278865100 8,821 44,140 SH   SOLE   44,140 0 0
ECOLAB INC COMMON 278865100 4,818 24,110 SH   SOLE   24,110 0 0
ARCO PLATFORM LTD - CLASS A COMMON G04553106 26,177 640,959 SH   SOLE   640,959 0 0
MERCADOLIBRE INC COMMON 58733R102 16,887 15,600 SH   SOLE   15,600 0 0
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 20,020 68,100 SH   SOLE   68,100 0 0
GLOBAL X COPPER MINERS ETF ETF 37954Y830 3,656 176,470 SH   SOLE   176,470 0 0
FACEBOOK INC-CLASS A COMMON 30303M102 7,857 30,000 SH   SOLE   30,000 0 0
HUBSPOT INC COMMON 443573100 5,845 20,000 SH   SOLE   20,000 0 0
KRANESHARES CSI CHINA INTERN ETF 500767306 31,630 463,912 SH   SOLE   463,912 0 0
MICROSOFT CORP COMMON 594918104 8,413 40,000 SH   SOLE   40,000 0 0
NEXA RESOURCES SA COMMON L67359106 711 134,317 SH   SOLE   134,317 0 0
SERVICENOW INC COMMON 81762P102 2,425 5,000 SH   SOLE   5,000 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103 0 0 SH   SOLE   0 0 0
PAGSEGURO DIGITAL LTD-CL A COMMON G68707101 1,508 40,000 SH   SOLE   40,000 0 0
AMAZON.COM INC COMMON 023135106 6,392 2,030 SH   SOLE   2,030 0 0
WASTE CONNECTIONS INC COMMON 94106B101 6,778 65,300 SH   SOLE   65,300 0 0
ISHARES MSCI CHINA ETF ETF 46429B671 8,900 120,000 SH   SOLE   120,000 0 0
WASTE CONNECTIONS INC COMMON 94106B101 3,114 30,000 SH   SOLE   30,000 0 0
MICROSOFT CORP COMMON 594918104 4,110 19,540 SH   SOLE   19,540 0 0
CANADIAN NATL RAILWAY CO COMMON 136375102 2,951 27,717 SH   SOLE   27,717 0 0
CANADIAN PACIFIC RAILWAY LTD COMMON 13645T100 2,961 9,728 SH   SOLE   9,728 0 0
ISHARES MSCI CHINA ETF ETF 46429B671 8,125 109,543 SH   SOLE   109,543 0 0
VALE SA-SP ADR ADR 91912E105 1,058 100,000 SH   SOLE   100,000 0 0
AGORA INC-ADR ADR 00851L103 2,772 64,500 SH   SOLE   64,500 0 0
KRANESHARES CSI CHINA INTERN ETF 500767306 3,886 56,997 SH   SOLE   56,997 0 0
ISHARES CORE MSCI EMERGING ETF 46434G103 2,955 55,960 SH   SOLE   55,960 0 0
SNOWFLAKE INC-CLASS A COMMON 833445109 2,008 8,000 SH   SOLE   8,000 0 0
FREEPORT-MCMORAN INC COMMON 35671D857 0 0 SH   SOLE   0 0 0
UNITY SOFTWARE INC COMMON 91332U101 3,491 40,000 SH   SOLE   40,000 0 0
XPENG INC - ADR ADR 98422D105 1,806 90,000 SH   SOLE   90,000 0 0
YANDEX NV-A COMMON N97284108 4,894 75,000 SH   SOLE   75,000 0 0
ZYNGA INC - CL A COMMON 98986T108 3,648 400,000 SH   SOLE   400,000 0 0
PLUG POWER INC COMMON 72919P202 671 50,000 SH   SOLE   50,000 0 0