The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| FACEBOOK INC | CL A | 30303M102 | 12,039 | 44,072 | SH | SOLE | - | 44,072 | 0 | 0 | |
| NIKE INC | CL B | 654106103 | 10,802 | 76,356 | SH | SOLE | - | 76,356 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 10,161 | 43,384 | SH | SOLE | - | 43,384 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 8,348 | 38,168 | SH | SOLE | - | 38,168 | 0 | 0 | |
| LAUDER ESTEE COS INC | CL A | 518439104 | 7,951 | 29,870 | SH | SOLE | - | 29,870 | 0 | 0 | |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 7,559 | 21,176 | SH | SOLE | - | 21,176 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 7,208 | 2,213 | SH | SOLE | - | 2,213 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 7,142 | 32,095 | SH | SOLE | - | 32,095 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 6,877 | 3,924 | SH | SOLE | - | 3,924 | 0 | 0 | |
| DARDEN RESTAURANTS INC | COM | 237194105 | 5,918 | 49,678 | SH | SOLE | - | 49,678 | 0 | 0 | |
| SEA LTD | SPONSORD ADS | 81141R100 | 5,808 | 29,180 | SH | SOLE | - | 29,180 | 0 | 0 | |
| FIVE BELOW INC | COM | 33829M101 | 5,734 | 32,772 | SH | SOLE | - | 32,772 | 0 | 0 | |
| WALT DISNEY CO | COM | 254687106 | 4,737 | 26,144 | SH | SOLE | - | 26,144 | 0 | 0 | |
| TJX COS INC NEW | COM | 872540109 | 3,833 | 56,124 | SH | SOLE | - | 56,124 | 0 | 0 | |
| BOSTON BEER INC | CL A | 100557107 | 3,303 | 3,322 | SH | SOLE | - | 3,322 | 0 | 0 | |
| JD.COM INC | SPON ADR CL A | 47215P106 | 2,796 | 31,812 | SH | SOLE | - | 31,812 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 2,425 | 4,406 | SH | SOLE | - | 4,406 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 1,340 | 1,184 | SH | SOLE | - | 1,184 | 0 | 0 | |
| PINTEREST INC | CL A | 72352L106 | 1,050 | 15,936 | SH | SOLE | - | 15,936 | 0 | 0 | |
| STARBUCKS CORP | COM | 855244109 | 437 | 4,086 | SH | SOLE | - | 4,086 | 0 | 0 | |
| MERCADOLIBRE INC | COM | 58733R102 | 318,501 | 190,125 | SH | SOLE | - | 190,125 | 0 | 0 | |
| STONECO LTD | COM CL A | G85158106 | 288,922 | 3,442,830 | SH | SOLE | - | 3,442,830 | 0 | 0 | |
| COSAN LTD | SHS A | G25343107 | 122,030 | 6,621,276 | SH | SOLE | - | 6,621,276 | 0 | 0 | |
| XP INC | CL A | G98239109 | 67,732 | 1,707,396 | SH | SOLE | - | 1,707,396 | 0 | 0 | |