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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
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
COSAN LTD SHS A G25343107 113,195 6,141,888 SH   DFND   6,141,888 0 0
MERCADOLIBRE INC COM 58733R102 74,827 44,667 SH   DFND   44,667 0 0
STONECO LTD COM CL A G85158106 44,485 530,084 SH   DFND   530,084 0 0
XP INC CL A G98239109 49,040 1,236,194 SH   DFND   1,236,194 0 0