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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,496 39,554 SH   SOLE N/A 39,554 0 0
ALPHABET INC CAP STK CL A 02079K305 9,835 4,513 SH   SOLE N/A 4,513 0 0
CANADIAN PAC RY LTD COM 13645T100 9,614 137,651 SH   SOLE N/A 137,651 0 0
DANAHER CORPORATION COM 235851102 11,321 44,655 SH   SOLE N/A 44,655 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 9,529 54,725 SH   SOLE N/A 54,725 0 0
DOLLAR GEN CORP NEW COM 256677105 11,518 46,930 SH   SOLE N/A 46,930 0 0
KROGER CO COM 501044101 11,323 239,241 SH   SOLE N/A 239,241 0 0
MASTERCARD INCORPORATED CL A 57636Q104 4,936 15,647 SH   SOLE N/A 15,647 0 0
MERCADOLIBRE INC COM 58733R102 11,098 17,426 SH   SOLE N/A 17,426 0 0
MICROSOFT CORP COM 594918104 8,671 33,761 SH   SOLE N/A 33,761 0 0
PHILIP MORRIS INTL INC COM 718172109 9,695 98,183 SH   SOLE N/A 98,183 0 0
S&P GLOBAL INC COM 78409V104 10,016 29,715 SH   SOLE N/A 29,715 0 0
SEA LTD SPONSORD ADS 81141R100 2,715 40,600 SH   SOLE N/A 40,600 0 0
SPDR SER TR S&P BIOTECH 78464A870 17,298 232,905 SH   SOLE N/A 232,905 0 0
SUZANO S A SPON ADS 86959K105 30,453 3,212,333 SH   SOLE N/A 3,212,333 0 0
VALE S A SPONSORED ADS 91912E105 26,792 1,831,300 SH   SOLE N/A 1,831,300 0 0
YANDEX N V SHS CLASS A N97284108 10 100,000 SH   SOLE N/A 100,000 0 0