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

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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
MERCADOLIBRE INC COM 58733R102 371,161 238,261 SH   SOLE   238,261 0 0
XP INC CL A G98239109 281,568 6,465,380 SH   SOLE   6,465,380 0 0
STONECO LTD COM CL A G85158106 220,191 3,283,484 SH   SOLE   3,283,484 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 3,229 88,000 SH   SOLE   88,000 0 0
MICROSOFT CORP COM 594918104 71,762 264,900 SH   SOLE   264,900 0 0
ALPHABET INC CAP STK CL A 02079K305 58,140 23,810 SH   SOLE   23,810 0 0
NVIDIA CORPORATION COM 67066G104 76,810 96,000 SH   SOLE   96,000 0 0
FACEBOOK INC CL A 30303M102 62,032 178,400 SH   SOLE   178,400 0 0
AMAZON COM INC COM 023135106 81,532 23,700 SH   SOLE   23,700 0 0
APPLE INC COM 037833100 73,247 534,800 SH   SOLE   534,800 0 0
WALDENCAST ACQUISITION CORP UNIT 03/11/2026 G9460C126 31,756 3,090,603 SH   SOLE   3,090,603 0 0
LOMA NEGRA CORP SPONSORED ADS 54150E104 8,056 1,182,955 SH   SOLE   1,182,955 0 0
CLOUDFLARE INC CL A COM 18915M107 24,883 235,100 SH   SOLE   235,100 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 24,679 98,200 SH   SOLE   98,200 0 0
MAGNITE INC COM 55955D100 22,518 665,400 SH   SOLE   665,400 0 0
VALOR LATITUDE ACQUISITN COR UNIT 04/02/2026 G9460N114 18,515 1,862,600 SH   SOLE   1,862,600 0 0
MERCADOLIBRE INC COM 58733R102 27,760 17,820 SH   SOLE   0 0 17,820
XP INC CL A G98239109 27,520 631,908 SH   SOLE   0 0 631,908
STONECO LTD COM CL A G85158106 15,824 235,954 SH   SOLE   0 0 235,954
WALDENCAST ACQUISITION CORP UNIT 03/11/2026 G9460C126 2,701 262,786 SH   SOLE   0 0 262,786