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 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 19,204 | 2,487,593 | SH | SOLE | - | 2,458,933 | 0 | 0 | |
| ITAU UNIBANCO HLDG S A | SPON ADR REP PFD | 465562106 | 13,245 | 2,319,680 | SH | SOLE | - | 2,319,680 | 0 | 0 | |
| XP INC | CL A | G98239109 | 26,612 | 884,118 | SH | SOLE | - | 873,942 | 0 | 0 | |
| MELI KASZEK PIONEER CORP | CLASS A ORD | G5S74L106 | 4,120 | 400,000 | SH | SOLE | - | 400,000 | 0 | 0 | |
| MERCADOLIBRE INC | COM | 58733R102 | 195,333 | 164,217 | SH | SOLE | - | 162,674 | 0 | 0 | |
| NIKE INC | CL B | 654106103 | 7,829 | 58,183 | SH | SOLE | - | 58,183 | 0 | 0 | |
| TEXAS ROADHOUSE INC | COM | 882681109 | 3,253 | 38,849 | SH | SOLE | - | 38,849 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 4,953 | 32,644 | SH | SOLE | - | 32,644 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 7,231 | 23,453 | SH | SOLE | - | 23,453 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 4,786 | 21,579 | SH | SOLE | - | 21,579 | 0 | 0 | |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 6,485 | 18,146 | SH | SOLE | - | 18,146 | 0 | 0 | |
| TRACTOR SUPPLY CO | COM | 892356106 | 2,871 | 12,301 | SH | SOLE | - | 12,301 | 0 | 0 | |
| FIVE BELOW INC | COM | 33829M101 | 1,539 | 9,719 | SH | SOLE | - | 9,719 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 1,999 | 9,416 | SH | SOLE | - | 9,416 | 0 | 0 | |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | 6,080 | 8,877 | SH | SOLE | - | 8,877 | 0 | 0 | |
| BILL COM HLDGS INC | COM | 090043100 | 1,614 | 7,116 | SH | SOLE | - | 7,116 | 0 | 0 | |
| SNOWFLAKE INC | CL A | 833445109 | 1,622 | 7,079 | SH | SOLE | - | 7,079 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 3,887 | 6,980 | SH | SOLE | - | 6,980 | 0 | 0 | |
| LOWES COS INC | COM | 548661107 | 1,047 | 5,180 | SH | SOLE | - | 5,180 | 0 | 0 | |
| LAUDER ESTEE COS INC | CL A | 518439104 | 1,371 | 5,034 | SH | SOLE | - | 5,034 | 0 | 0 | |
| MCDONALDS CORP | COM | 580135101 | 1,017 | 4,113 | SH | SOLE | - | 4,113 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 11,560 | 3,546 | SH | SOLE | - | 3,546 | 0 | 0 | |
| BOOKING HOLDINGS INC | COM | 09857L108 | 6,803 | 2,897 | SH | SOLE | - | 2,897 | 0 | 0 | |
| Alphabet Inc | CAP STK CL A | 02079K305 | 7,930 | 2,851 | SH | SOLE | - | 2,851 | 0 | 0 | |