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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
NU HLDGS LTD ORD SHS CL A G6683N103   36,447,372 2,656,514 SH   SOLE   2,656,514 0 0
MERCADOLIBRE INC COM 58733R102   20,587,564 7,877 SH   SOLE   7,877 0 0
XP INC CL A G98239109   15,409,994 762,871 SH   SOLE   762,871 0 0
S&P GLOBAL INC COM 78409V104   219,880 417 SH   SOLE   417 0 0
ALPHABET INC CAP STK CL A 02079K305   148,386 842 SH   SOLE   842 0 0
SERVICENOW INC COM 81762P102   1,336,504 1,300 SH   SOLE   1,300 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   265,028 4,720 SH   SOLE   4,720 0 0
NETFLIX INC COM 64110L106   3,327,738 2,485 SH   SOLE   2,485 0 0
DOMINOS PIZZA INC COM 25754A201   1,820,875 4,041 SH   SOLE   4,041 0 0
MASTERCARD INCORPORATED CL A 57636Q104   2,357,338 4,195 SH   SOLE   4,195 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   67,297 4,905 SH   SOLE   4,905 0 0
RH COM 74967X103   1,073,388 5,679 SH   SOLE   5,679 0 0
META PLATFORMS INC CL A 30303M102   4,465,445 6,050 SH   SOLE   6,050 0 0
LULULEMON ATHLETICA INC COM 550021109   1,960,985 8,254 SH   SOLE   8,254 0 0
SHERWIN WILLIAMS CO COM 824348106   2,519,919 7,339 SH   SOLE   7,339 0 0
FERRARI N V COM N3167Y103   3,896,966 7,941 SH   SOLE   7,941 0 0
VISA INC COM CL A 92826C839   3,315,812 9,339 SH   SOLE   9,339 0 0
DOLLAR GEN CORP NEW COM 256677105   1,359,635 11,887 SH   SOLE   11,887 0 0
MICROSOFT CORP COM 594918104   6,572,278 13,213 SH   SOLE   13,213 0 0
ORACLE CORP COM 68389X105   3,894,456 17,813 SH   SOLE   17,813 0 0
NVIDIA CORPORATION COM 67066G104   2,860,725 18,107 SH   SOLE   18,107 0 0
ON HLDG AG NAMEN AKT A H5919C104   1,326,598 25,487 SH   SOLE   25,487 0 0
STARBUCKS CORP COM 855244109   2,403,638 26,232 SH   SOLE   26,232 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   6,302,311 27,826 SH   SOLE   27,826 0 0
SEA LTD SPONSORD ADS 81141R100   5,217,083 32,619 SH   SOLE   32,619 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   3,142,112 34,862 SH   SOLE   34,862 0 0
AMAZON COM INC COM 023135106   9,191,563 41,896 SH   SOLE   41,896 0 0
CARVANA CO CL A 146869102   325,840 967 SH   SOLE   967 0 0
SPDR S&P 500 ETF TR PUT 78462F953   1,235,700 2,000 SH Put SOLE   2,000 0 0
NU HLDGS LTD CALL G6683N903   20,977,880 1,529,000 SH Call SOLE   1,529,000 0 0