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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
MICROSOFT CORP COM 594918104 45,350 147,093 SH   SOLE   147,093 0 0
TRANSDIGM GROUP INC COM 893641100 42,414 65,098 SH   SOLE   65,098 0 0
SCHWAB CHARLES CORP COM 808513105 39,307 466,219 SH   SOLE   466,219 0 0
XP INC CL A G98239109 37,047 1,230,802 SH   SOLE   1,230,802 0 0
AMAZON COM INC COM 023135106 31,442 9,645 SH   SOLE   9,645 0 0
MASTERCARD INCORPORATED CL A 57636Q104 31,057 86,902 SH   SOLE   86,902 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 29,117 215,168 SH   SOLE   215,168 0 0
CHARTER COMMUNICATIONS INC NEW CL A 16119P108 25,320 46,414 SH   SOLE   46,414 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 22,639 38,329 SH   SOLE   38,329 0 0
NETFLIX INC COM 64110L106 21,136 56,424 SH   SOLE   56,424 0 0
ALPHABET INC CAP STK CL A 02079K305 16,327 5,870 SH   SOLE   5,870 0 0
SALESFORCE INC COM 79466L302 14,518 68,378 SH   SOLE   68,378 0 0
MERCADOLIBRE INC COM 58733R102 11,665 9,807 SH   SOLE   9,807 0 0
META PLATFORMS INC CL A 30303M102 6,684 30,059 SH   SOLE   30,059 0 0
DANAHER CORPORATION COM 235851102 6,672 22,746 SH   SOLE   22,746 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,236 12,003 SH   SOLE   12,003 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 80,983 179,308 SH Put SOLE   179,308 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 56,375 155,500 SH Put SOLE   155,500 0 0
CHEVRON CORP NEW COM 166764100 5,650 34,700 SH Call SOLE   34,700 0 0