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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
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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
MERCADO LIBRE INC COM 58733R102   152,794,142 101,057 SH   SOLE   101,057 0 0
MERCADO LIBRE INC COM 58733R102   2,589,960 33,900 SH Call SOLE   33,900 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   336,389,458 28,196,937 SH   SOLE   28,196,937 0 0
RIO TINTO PLC SPONSORED ADR 767204100   22,977,505 360,488 SH   SOLE   360,488 0 0
RIO TINTO PLC SPONSORED ADR 767204100   2,584,470 833,700 SH Put SOLE   833,700 0 0
SUZANO S A SPON ADS 86959K105   5,751,000 450,000 SH   SOLE   450,000 0 0
VALE SA SPONSORED ADS 91912E105   40,098,798 3,289,483 SH   SOLE   3,289,483 0 0
VTEX SHS CL A G9470A102   50,889,059 6,228,771 SH   SOLE   6,228,771 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   753,300 3,583,500 SH Put SOLE   3,583,500 0 0