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
ISHARES CONVERTIBLE BOND ETF ETF 46435G102 111,033 1,150,000 SH   SOLE   1,150,000 0 0
ARCO PLATFORM LTD - CLASS A COMMON G04553106 31,959 900,509 SH   SOLE   900,509 0 0
MERCADOLIBRE INC COMMON 58733R102 17,674 10,550 SH   SOLE   10,550 0 0
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 9,309 40,000 SH   SOLE   40,000 0 0
GLOBAL X COPPER MINERS ETF ETF 37954Y830 5,358 176,470 SH   SOLE   176,470 0 0
KRANESHARES CSI CHINA INTERN ETF 500767306 19,917 259,368 SH   SOLE   259,368 0 0
MICROSOFT CORP COMMON 594918104 3,178 14,290 SH   SOLE   14,290 0 0
NEXA RESOURCES SA COMMON L67359106 1,099 114,031 SH   SOLE   114,031 0 0
AGORA INC-ADR ADR 00851L103 2,915 73,684 SH   SOLE   73,684 0 0
FREEPORT-MCMORAN INC COMMON 35671D857 2,082 80,000 SH   SOLE   80,000 0 0
XPENG INC - ADR ADR 98422D105 0 0 SH   SOLE   0 0 0
TECK RESOURCES LTD-CLS B COMMON 878742204 672 37,000 SH   SOLE   37,000 0 0
SOUTHERN COPPER CORP COMMON 84265V105 2,019 31,000 SH   SOLE   31,000 0 0
HUDBAY MINERALS INC COMMON 443628102 900 101,000 SH   SOLE   101,000 0 0
AMAZON.COM INC COMMON 023135106 8,637 2,652 SH   SOLE   2,652 0 0
ISHARES MSCI CHINA ETF ETF 46429B671 2,923 36,105 SH   SOLE   36,105 0 0
ECOLAB INC COMMON 278865100 5,216 24,110 SH   SOLE   24,110 0 0
SHERWIN-WILLIAMS CO/THE COMMON 824348106 7,484 10,183 SH   SOLE   10,183 0 0
MICROSOFT CORP COMMON 594918104 4,346 19,540 SH   SOLE   19,540 0 0
KRANESHARES CSI CHINA INTERN ETF 500767306 8,723 113,595 SH   SOLE   113,595 0 0
NIKE INC -CL B COMMON 654106103 5,597 39,566 SH   SOLE   39,566 0 0
WASTE CONNECTIONS INC COMMON 94106B101 6,698 65,300 SH   SOLE   65,300 0 0
APPLE INC COMMON 037833100 2,142 16,144 SH   SOLE   16,144 0 0
ALPHABET INC-CL A COMMON 02079K305 1,511 862 SH   SOLE   862 0 0
FACEBOOK INC-CLASS A COMMON 30303M102 1,490 5,455 SH   SOLE   5,455 0 0
ISHARES MSCI JAPAN ETF ETF 46434G822 6,007 88,916 SH   SOLE   88,916 0 0
ISHARES CORE MSCI EMERGING ETF 46434G103 6,052 97,548 SH   SOLE   97,548 0 0
LOWE'S COS INC COMMON 548661107 3,002 18,700 SH   SOLE   18,700 0 0
PAGSEGURO DIGITAL LTD-CL A COMMON G68707101 8,361 147,000 SH   SOLE   147,000 0 0
VANECK GOLD MINERS ETF 92189F106 10,086 280,000 SH   SOLE   280,000 0 0
LOCKHEED MARTIN CORP COMMON 539830109 1,006 2,833 SH   SOLE   2,833 0 0
NORTHROP GRUMMAN CORP COMMON 666807102 1,010 3,315 SH   SOLE   3,315 0 0
UAL 45 STRIKE AMER CALL 01/15/2021 OPTION 910047909 270 2,000 SH   SOLE   2,000 0 0
DAL 40 STRIKE AMER CALL 01/15/2021 OPTION 247361902 350 2,000 SH   SOLE   2,000 0 0
BA 240 STRIKE AMER CALL 01/15/2021 OPTION 097023905 66 500 SH   SOLE   500 0 0
SPY 371 STRIKE AMER CALL 12/17/2021 OPTION 78462F903 4,138 1,350 SH   SOLE   1,350 0 0
SPY 368 STRIKE AMER CALL 12/17/2021 OPTION 78462F903 2,283 700 SH   SOLE   700 0 0