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 9,429 140,000 SH   SOLE N/A 140,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 15,443 68,095 SH   SOLE N/A 68,095 0 0
ALPHABET INC CAP STK CL A 02079K305 20,560 8,420 SH   SOLE N/A 8,420 0 0
AMAZON COM INC COM 023135106 33,370 9,700 SH   SOLE N/A 9,700 0 0
ARK ETF TR GENOMIC REV ETF 00214Q302 8,575 92,700 SH   SOLE N/A 92,700 0 0
BOSTON BEER INC CL A 100557107 18,374 18,000 SH   SOLE N/A 18,000 0 0
CANOPY GROWTH CORP COM 138035100 4,836 200,000 SH   SOLE N/A 200,000 0 0
DATADOG INC CL A COM 23804L103 10,408 100,000 SH   SOLE N/A 100,000 0 0
DOCUSIGN INC COM 256163106 11,183 40,000 SH   SOLE N/A 40,000 0 0
ETSY INC COM 29786A106 21,325 103,600 SH   SOLE N/A 103,600 0 0
FACEBOOK INC CL A 30303M102 19,599 56,365 SH   SOLE N/A 56,365 0 0
GERDAU SA SPON ADR REP PFD 373737105 13,322 2,257,901 SH   SOLE N/A 2,257,901 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 44,748 1,103,800 SH Call SOLE N/A 1,103,800 0 0
ISHARES TR MBS ETF 464288588 57,597 532,174 SH   SOLE N/A 532,174 0 0
MASTERCARD INCORPORATED CL A 57636Q104 16,747 45,870 SH   SOLE N/A 45,870 0 0
MERCADOLIBRE INC COM 58733R102 116,523 74,800 SH   SOLE N/A 74,800 0 0
MICROSOFT CORP COM 594918104 21,756 80,310 SH   SOLE N/A 80,310 0 0
MP MATERIALS CORP COM CL A 553368101 18,430 500,000 SH   SOLE N/A 500,000 0 0
PAYPAL HLDGS INC COM 70450Y103 2,993 10,270 SH   SOLE N/A 10,270 0 0
SALESFORCE COM INC COM 79466L302 17,099 70,000 SH   SOLE N/A 70,000 0 0
SEA LTD SPONSORD ADS 81141R100 29,086 105,920 SH   SOLE N/A 105,920 0 0
SERVICENOW INC COM 81762P102 21,982 40,000 SH   SOLE N/A 40,000 0 0
SPDR SER TR S&P BIOTECH 78464A870 24,347 179,815 SH   SOLE N/A 179,815 0 0
SQUARE INC CL A 852234103 12,654 51,905 SH   SOLE N/A 51,905 0 0
STONECO LTD COM CL A G85158106 41,309 616,000 SH   SOLE N/A 616,000 0 0
SUZANO S A SPON ADS 86959K105 38,359 3,185,926 SH   SOLE N/A 3,185,926 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 18,188 151,365 SH   SOLE N/A 151,365 0 0
VALE S A SPONSORED ADS 91912E105 15,484 678,841 SH   SOLE N/A 678,841 0 0
YANDEX N V SHS CLASS A N97284108 18,249 257,940 SH   SOLE N/A 257,940 0 0