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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
GERDAU SA SPON ADR REP PFD 373737105   46,200 14,000 SH   SOLE   14,000 0 0
ZALATORIS II ACQUISITION COR *W EXP 99/99/999 G9831X122   1,333 33,333 SH   SOLE   33,333 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   201,300 15,000 SH   SOLE   15,000 0 0
VINCI PARTNERS INVTS LTD COM CL A G9451V109   209,596 19,229 SH   SOLE   19,229 0 0
ADVANCED MICRO DEVICES INC COM 007903107   210,873 1,300 SH   SOLE   1,300 0 0
VALE S A SPONSORED ADS 91912E105   223,400 20,000 SH   SOLE   20,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   271,440 3,770 SH   SOLE   3,770 0 0
NVIDIA CORPORATION COM 67066G104   271,788 2,200 SH   SOLE   2,200 0 0
JPMORGAN CHASE & CO. COM 46625H100   303,390 1,500 SH   SOLE   1,500 0 0
SELECT SECTOR SPDR TR CALL 81369Y900   319,057 17,002 SH Call SOLE   17,002 0 0
AZUL S A PUT 05501U956   533,065 6,926 SH Put SOLE   6,926 0 0
SPDR DOW JONES INDL AVERAGE CALL 78467X909   556,500 5,300 SH Call SOLE   5,300 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   579,000 20,000 SH   SOLE   20,000 0 0
EXXON MOBIL CORP COM 30231G102   993,255 8,628 SH   SOLE   8,628 0 0
NATIONAL WESTN LIFE GROUP IN CL A 638517102   1,763,143 3,548 SH   SOLE   3,548 0 0
META PLATFORMS INC CL A 30303M102   2,355,716 4,672 SH   SOLE   4,672 0 0
SUZANO S A SPON ADS 86959K105   2,805,559 273,180 SH   SOLE   273,180 0 0
HASHICORP INC COM CL A 418100103   3,369,000 100,000 SH   SOLE   100,000 0 0
ADECOAGRO S A COM L00849106   3,470,496 356,680 SH   SOLE   356,680 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   3,783,696 291,502 SH   SOLE   291,502 0 0
JUNIPER NETWORKS INC COM 48203R104   4,739,800 130,000 SH   SOLE   130,000 0 0
ALPHABET INC CAP STK CL A 02079K305   5,114,408 28,078 SH   SOLE   28,078 0 0
KKR & CO INC COM 48251W104   5,880,495 55,877 SH   SOLE   55,877 0 0
AMAZON COM INC COM 023135106   6,322,947 32,719 SH   SOLE   32,719 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   7,051,472 40,570 SH   SOLE   40,570 0 0
STONECO LTD COM CL A G85158106   7,423,213 619,117 SH   SOLE   619,117 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101   9,901,103 846,972 SH   SOLE   846,972 0 0
OLINK HLDG AB SPONSORED ADS 680710100   13,945,484 547,311 SH   SOLE   547,311 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107   15,830,163 1,758,907 SH   SOLE   1,758,907 0 0
NUVEI CORPORATION SUB VTG SHS 67079A102   18,577,151 573,723 SH   SOLE   573,723 0 0
AXONICS INC COM 05465P101   32,681,310 486,112 SH   SOLE   486,112 0 0
SOUTHWESTERN ENERGY CO COM 845467109   43,331,953 6,438,626 SH   SOLE   6,438,626 0 0