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
AFFIRM HLDGS INC COM CL A 00827B106 9,901 140,000 SH   SOLE N/A 140,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 15,248 67,250 SH   SOLE N/A 67,250 0 0
ALPHABET INC CAP STK CL A 02079K305 20,718 10,045 SH   SOLE N/A 10,045 0 0
AMAZON COM INC COM 023135106 11,866 3,835 SH   SOLE N/A 3,835 0 0
ARK ETF TR GENOMIC REV ETF 00214Q302 8,225 92,700 SH   SOLE N/A 92,700 0 0
AUTODESK INC COM 052769106 10,532 38,000 SH   SOLE N/A 38,000 0 0
BOSTON BEER INC CL A 100557107 20,507 17,000 SH   SOLE N/A 17,000 0 0
DATADOG INC CL A COM 23804L103 8,584 103,000 SH   SOLE N/A 103,000 0 0
ETSY INC COM 29786A106 20,167 100,000 SH   SOLE N/A 100,000 0 0
FACEBOOK INC CL A 30303M102 16,439 55,815 SH   SOLE N/A 55,815 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 9,199 275,000 SH   SOLE N/A 275,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 46,830 1,400,000 SH Call SOLE N/A 1,400,000 0 0
ISHARES TR MBS ETF 464288588 57,698 532,174 SH   SOLE N/A 532,174 0 0
MASTERCARD INCORPORATED CL A 57636Q104 16,952 47,610 SH   SOLE N/A 47,610 0 0
MERCADOLIBRE INC COM 58733R102 120,421 81,800 SH   SOLE N/A 81,800 0 0
MICROSOFT CORP COM 594918104 12,162 51,585 SH   SOLE N/A 51,585 0 0
MP MATERIALS CORP COM CL A 553368101 10,785 300,000 SH   SOLE N/A 300,000 0 0
PAYPAL HLDGS INC COM 70450Y103 7,564 31,150 SH   SOLE N/A 31,150 0 0
QUALCOMM INC COM 747525103 10,607 80,000 SH   SOLE N/A 80,000 0 0
SALESFORCE COM INC COM 79466L302 15,890 75,000 SH   SOLE N/A 75,000 0 0
SEA LTD SPONSORD ADS 81141R100 23,659 105,985 SH   SOLE N/A 105,985 0 0
SERVICENOW INC COM 81762P102 22,505 45,000 SH   SOLE N/A 45,000 0 0
SPDR SER TR S&P BIOTECH 78464A870 16,387 120,800 SH   SOLE N/A 120,800 0 0
SQUARE INC CL A 852234103 16,486 72,610 SH   SOLE N/A 72,610 0 0
STONECO LTD COM CL A G85158106 37,712 616,000 SH   SOLE N/A 616,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 14,243 120,415 SH   SOLE N/A 120,415 0 0
VALE S A SPONSORED ADS 91912E105 33,981 1,955,170 SH   SOLE N/A 1,955,170 0 0
YANDEX N V SHS CLASS A N97284108 17,518 273,470 SH   SOLE N/A 273,470 0 0