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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM 023135106   24,930,267 196,116 SH   SOLE   196,116 0 0
AMPHENOL CORP NEW CL A 032095101   21,443,403 255,309 SH   SOLE   255,309 0 0
APPFOLIO INC COM CL A 03783C100   38,708,062 211,948 SH   SOLE   211,948 0 0
ATLASSIAN CORPORATION CL A 049468101   13,126,765 65,142 SH   SOLE   65,142 0 0
DANAHER CORPORATION COM 235851102   29,904,238 120,533 SH   SOLE   120,533 0 0
DESCARTES SYS GROUP INC COM 249906108   2,693,046 36,700 SH   SOLE   36,700 0 0
GENERAL ELECTRIC CO COM NEW 369604301   20,700,267 187,248 SH   SOLE   187,248 0 0
ISHARES INC MSCI EURZONE ETF 464286608   58,317,465 1,377,000 SH Put SOLE   0 0 0
HEICO CORP NEW COM 422806109   10,431,414 80,726 SH   SOLE   80,726 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   94,925,532 535,000 SH Put SOLE   0 0 0
LINDE PLC SHS G54950103   39,978,474 107,368 SH   SOLE   107,368 0 0
MERCADO LIBRE INC COM 58733R102   134,561,372 106,131 SH   SOLE   106,131 0 0
MERCADO LIBRE INC COM 58733R102   89,639,116 70,700 SH Call SOLE   0 0 0
NATURA &CO HOLDING ADS 63884N108   62,024,319 10,749,456 SH   SOLE   10,749,456 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   197,588,615 27,253,602 SH   SOLE   27,253,602 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   11,266,500 1,554,000 SH Call SOLE   1,554,000 0 0
OKTA INC CL A 679295105   15,023,680 184,317 SH   SOLE   184,317 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   126,635,098 352,000 SH Put SOLE   0 0 0
RIO TINTO PLC SPONSORED ADR 767204100   68,731,200 1,080,000 SH Put SOLE   0 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   13,955,662 14,356,200 SH   SOLE   14,356,200 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   68,575,312 160,000 SH Put SOLE   0 0 0
SUZANO S A SPON ADS 86959K105   4,837,500 450,000 SH   SOLE   450,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   21,550,074 497,233 SH   SOLE   497,233 0 0
VALE SA SPONSORED ADS 91912E105   96,927,078 7,233,364 SH   SOLE   7,233,364 0 0
VTEX SHS CL A G9470A102   33,125,228 6,611,822 SH   SOLE   6,611,822 0 0
WALDENCAST PLC CLASS A ORD SHS G9503X103   144,436,229 15,332,933 SH   SOLE   15,332,933 0 0
WALDENCAST PLC *W EXP 07/27/202 G9503X111   5,607,379 6,247,776 SH   SOLE   6,247,776 0 0