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 |
| XP INC | CL A | G98239109 | 82,710 | 2,059,005 | SH | SOLE | - | 2,059,005 | 0 | 0 | |
| STONECO LTD | COM CL CA | G85158106 | 36,522 | 1,051,893 | SH | SOLE | - | 1,051,893 | 0 | 0 | |
| MERCADOLIBRE INC | COM | 58733R102 | 221,278 | 131,760 | SH | SOLE | - | 131,760 | 0 | 0 | |
| TJX COS INC NEW | COM | 872540109 | 5,748 | 87,124 | SH | SOLE | - | 87,124 | 0 | 0 | |
| NIKE INC | CL B | 654106103 | 10,099 | 69,540 | SH | SOLE | - | 69,540 | 0 | 0 | |
| STARBUCKS CORP | COM | 855244109 | 7,121 | 64,550 | SH | SOLE | - | 64,550 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 18,810 | 55,424 | SH | SOLE | - | 55,424 | 0 | 0 | |
| SEA LTD | SPONSORD ADS | 81141R100 | 13,336 | 41,842 | SH | SOLE | - | 41,842 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 4,490 | 33,989 | SH | SOLE | - | 33,989 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 7,847 | 30,157 | SH | SOLE | - | 30,157 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 8,171 | 30,128 | SH | SOLE | - | 30,128 | 0 | 0 | |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 9,992 | 28,740 | SH | SOLE | - | 28,740 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 6,077 | 27,280 | SH | SOLE | - | 27,280 | 0 | 0 | |
| DISNEY WALT CO | COM | 254687106 | 4,143 | 24,493 | SH | SOLE | - | 24,493 | 0 | 0 | |
| TWILIO INC | CL A | 90138F102 | 5,673 | 17,781 | SH | SOLE | - | 17,781 | 0 | 0 | |
| LAUDER ESTEE COS INC | CL A | 518439104 | 4,006 | 13,356 | SH | SOLE | - | 13,356 | 0 | 0 | |
| TARGET CORP | COM | 87612E106 | 2,461 | 10,759 | SH | SOLE | - | 10,759 | 0 | 0 | |
| FIVE BELOW INC | COM | 33829M101 | 1,685 | 9,530 | SH | SOLE | - | 9,530 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 5,655 | 9,088 | SH | SOLE | - | 9,088 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 16,464 | 6,158 | SH | SOLE | - | 6,158 | 0 | 0 | |
| BOOKING HOLDINGS INC | COM | 09857L108 | 8,660 | 3,648 | SH | SOLE | - | 3,648 | 0 | 0 | |
| DOLLAR GEN CORP NEW | COM | 256677105 | 646 | 3,047 | SH | SOLE | - | 3,047 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 3,962 | 2,922 | SH | SOLE | - | 2,922 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 5,470 | 1,665 | SH | SOLE | - | 1,665 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 645 | 1,057 | SH | SOLE | - | 1,057 | 0 | 0 | |
| ITAU UNIBANCO HLDG S A | SPON ADR REP PFD | 465562106 | 13,861 | 2,630,100 | SH | SOLE | - | 2,630,100 | 0 | 0 | |
| MELI KASZEK PIONEER CORP | CLASS A ORD | G5S74L106 | 4,420 | 400,000 | SH | SOLE | - | 400,000 | 0 | 0 | |
| VTEX | SHS CL A | G9470A102 | 1,771 | 86,072 | SH | SOLE | - | 86,072 | 0 | 0 | |