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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
XP INC CL A G98239109   294,112,689 7,321,700 SH   SOLE   7,321,700 0 0
NVIDIA CORPORATION COM 67066G104   72,298,840 349,000 SH   SOLE   349,000 0 0
AMAZON COM INC COM 023135106   54,860,168 16,700 SH   SOLE   16,700 0 0
ALPHABET INC CAP STK CL A 02079K305   42,268,351 15,810 SH   SOLE   15,810 0 0
MICROSOFT CORP COM 594918104   41,357,664 146,700 SH   SOLE   146,700 0 0
APPLE INC COM 037833100   31,294,281 221,161 SH   SOLE   221,161 0 0
WALDENCAST ACQUISITION CORP UNIT 03/11/2026 G9460C126   31,187,261 3,078,703 SH   SOLE   3,078,703 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   20,842,144 84,800 SH   SOLE   84,800 0 0
MAGNITE INC COM 55955D100   20,258,000 723,500 SH   SOLE   723,500 0 0
XPAC ACQUISITION CORP UNIT 07/27/2021 G9831X114   19,168,500 1,950,000 SH   SOLE   1,950,000 0 0
CLOUDFLARE INC CL A COM 18915M107   18,407,010 163,400 SH   SOLE   163,400 0 0
VALOR LATITUDE ACQUISITN COR UNIT 04/02/2026 G9460N114   18,403,520 1,849,600 SH   SOLE   1,849,600 0 0
LOMA NEGRA CORP SPONSORED ADS 54150E104   8,598,459 1,205,955 SH   SOLE   1,205,955 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   6,795,000 4,500 SH Put SOLE   0 0 0
MELI KASZEK PIONEER CORP CLASS A ORD G5S74L106   5,027,054 454,937 SH   SOLE   454,937 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,491,000 2,650 SH Put SOLE   0 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   1,860,000 20,000 SH Put SOLE   0 0 0
VTEX SHS CL A G9470A102   886,567 43,100 SH   SOLE   43,100 0 0
OLAPLEX HLDGS INC COM 679369108   245,000 10,000 SH   SOLE   10,000 0 0
XP INC CL A G98239109   25,460,067 633,808 SH   SOLE   0 0 633,808
WALDENCAST ACQUISITION CORP UNIT 03/11/2026 G9460C126   2,662,022 262,786 SH   SOLE   0 0 262,786
MELI KASZEK PIONEER CORP CLASS A ORD G5S74L106   497,946 45,063 SH   SOLE   0 0 45,063