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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,486 14,000 SH   SOLE   14,000 0 0
AMAZON COM INC COM 023135106   21,120 113,348 SH   SOLE   113,348 0 0
BANK AMERICA CORP COM 060505104   10,880 274,200 SH   SOLE   274,200 0 0
CSX CORP COM 126408103   10,635 307,993 SH   SOLE   307,993 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102   1,569 94,888 SH   SOLE   94,888 0 0
CYTOKINETICS INC COM NEW 23282W605   1,914 36,250 SH   SOLE   36,250 0 0
META PLATFORMS INC CL A 30303M102   17,032 29,754 SH   SOLE   29,754 0 0
FREEPORT-MCMORAN INC CL B 35671D857   5,515 110,483 SH   SOLE   110,483 0 0
HOWMET AEROSPACE INC COM 443201108   10,153 101,281 SH   SOLE   101,281 0 0
INVESCO EXCH TRADED FD TR II KBW BK ETF 46138E628   5,093 86,900 SH   SOLE   86,900 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   434 12,000 SH   SOLE   12,000 0 0
MERCADOLIBRE INC COM 58733R102   2,674 1,303 SH   SOLE   1,303 0 0
MICROSOFT CORP COM 594918104   16,209 37,669 SH   SOLE   37,669 0 0
NIKE INC CL B 654106103   5,543 62,701 SH   SOLE   62,701 0 0
NVIDIA CORPORATION COM 67066G104   18,324 150,887 SH   SOLE   150,887 0 0
PROGRESSIVE CORP COM 743315103   5,317 20,953 SH   SOLE   20,953 0 0
SERVICENOW INC COM 81762P102   11,367 12,709 SH   SOLE   12,709 0 0
TJX COS INC NEW COM 872540109   9,035 76,864 SH   SOLE   76,864 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   10,860 62,534 SH   SOLE   62,534 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   10,661 17,235 SH   SOLE   17,235 0 0
TRANSDIGM GROUP INC COM 893641100   11,571 8,108 SH   SOLE   8,108 0 0
UNION PAC CORP COM 907818108   1,743 7,070 SH   SOLE   7,070 0 0
VALE S A SPONSORED ADS 91912E105   6,432 550,676 SH   SOLE   550,676 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   5,568 55,963 SH   SOLE   55,963 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   994 22,500 SH   SOLE   22,500 0 0
ZOETIS INC CL A 98978V103   7,590 38,847 SH   SOLE   38,847 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107   1,239 142,100 SH   SOLE   142,100 0 0
STONECO LTD COM CL A G85158106   443 39,372 SH   SOLE   39,372 0 0
XP INC CL A G98239109   1,776 98,990 SH   SOLE   98,990 0 0
AUNA S A CLASS A L0415A103   2,246 325,000 SH   SOLE   325,000 0 0
ISHARES INC PUT 464286950   18 42,342 SH   SOLE   42,342 0 0
NU HLDGS LTD PUT G6683N953   3 5,300 SH   SOLE   5,300 0 0
STONECO LTD CALL G85158906   0 500 SH   SOLE   500 0 0