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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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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 21,954 148,285 SH   SOLE N/A 148,285 0 0
ALPHABET INC CAP STK CL A 02079K305 14,023 5,245 SH   SOLE N/A 5,245 0 0
AMAZON COM INC COM 023135106 19,250 5,860 SH   SOLE N/A 5,860 0 0
ARK ETF TR GENOMIC REV ETF 00214Q302 6,927 92,700 SH   SOLE N/A 92,700 0 0
CONSTELLATION BRANDS INC CL A 21036P108 11,588 55,000 SH   SOLE N/A 55,000 0 0
COUPANG INC CL A 22266T109 3,118 111,965 SH   SOLE N/A 111,965 0 0
DISNEY WALT CO COM 254687106 11,842 70,000 SH   SOLE N/A 70,000 0 0
ETSY INC COM 29786A106 20,796 100,000 SH   SOLE N/A 100,000 0 0
FACEBOOK INC CL A 30303M102 14,249 41,985 SH   SOLE N/A 41,985 0 0
GERDAU SA SPON ADR REP PFD 373737105 17,249 3,505,864 SH   SOLE N/A 3,505,864 0 0
ISHARES TR MSCI EAFE ETF 464287465 15,602 200,000 SH Put SOLE N/A 200,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 17,633 350,000 SH Put SOLE N/A 350,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 18,032 51,865 SH   SOLE N/A 51,865 0 0
MERCADOLIBRE INC COM 58733R102 77,404 46,090 SH   SOLE N/A 46,090 0 0
MICROSOFT CORP COM 594918104 23,591 83,680 SH   SOLE N/A 83,680 0 0
MP MATERIALS CORP COM CL A 553368101 16,760 520,000 SH   SOLE N/A 520,000 0 0
SEA LTD SPONSORD ADS 81141R100 36,767 115,355 SH   SOLE N/A 115,355 0 0
SHOPIFY INC CL A 82509L107 2,068 1,525 SH   SOLE N/A 1,525 0 0
SPDR SER TR S&P BIOTECH 78464A870 22,605 179,815 SH   SOLE N/A 179,815 0 0
SQUARE INC CL A 852234103 7,603 31,700 SH   SOLE N/A 31,700 0 0
STONECO LTD COM CL A G85158106 15,138 436,000 SH   SOLE N/A 436,000 0 0
SUZANO S A SPON ADS 86959K105 36,179 3,617,889 SH   SOLE N/A 3,617,889 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 11,852 106,150 SH   SOLE N/A 106,150 0 0
ULTA BEAUTY INC COM 90384S303 14,437 40,000 SH   SOLE N/A 40,000 0 0
YANDEX N V SHS CLASS A N97284108 18,366 230,470 SH   SOLE N/A 230,470 0 0