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
MERCADOLIBRE INC COM 58733R102 373,238 253,534 SH   SOLE   253,534 0 0
XP INC CL A G98239109 237,929 6,316,138 SH   SOLE   6,316,138 0 0
STONECO LTD COM CL A G85158106 223,460 3,650,101 SH   SOLE   3,650,101 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 97,894 2,875,000 SH   SOLE   2,875,000 0 0
MICROSOFT CORP COM 594918104 93,342 395,900 SH   SOLE   395,900 0 0
ALPHABET INC CAP STK CL A 02079K305 80,872 39,210 SH   SOLE   39,210 0 0
NVIDIA CORPORATION COM 67066G104 74,804 140,100 SH   SOLE   140,100 0 0
FACEBOOK INC CL A 30303M102 70,688 240,000 SH   SOLE   240,000 0 0
AMAZON COM INC COM 023135106 64,048 20,700 SH   SOLE   20,700 0 0
APPLE INC COM 037833100 36,780 301,100 SH   SOLE   301,100 0 0
WALDENCAST ACQUISITION CORP UNIT 03/11/2026 G9460C126 31,715 3,174,590 SH   SOLE   3,174,590 0 0
LOMA NEGRA CORP SPONSORED ADS 54150E104 7,349 1,160,955 SH   SOLE   1,160,955 0 0
FLEXSHARES TR MORNSTAR UPSTR 33939L407 3,077 85,000 SH   SOLE   85,000 0 0
ISHARES TR PHLX SEMICND ETF 464287523 2,871 6,770 SH   SOLE   6,770 0 0
MERCADOLIBRE INC COM 58733R102 15,311 10,400 SH   SOLE   0 0 10,400
XP INC CL A G98239109 12,446 330,390 SH   SOLE   0 0 330,390
STONECO LTD COM CL A G85158106 10,337 168,850 SH   SOLE   0 0 168,850
WALDENCAST ACQUISITION CORP UNIT 03/11/2026 G9460C126 1,653 165,380 SH   SOLE   0 0 165,380