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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
MERCADOLIBRE INC COM 58733R102   147,943,798 90,023 SH   SOLE   90,023 0 0
MERCADOLIBRE INC COM 58733R102   7,488,510 33,900 SH Call SOLE   33,900 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   333,647,944 25,884,247 SH   SOLE   25,884,247 0 0
RIO TINTO PLC SPONSORED ADR 767204100   15,010,613 227,675 SH   SOLE   227,675 0 0
RIO TINTO PLC SPONSORED ADR 767204100   3,084,690 833,700 SH Put SOLE   833,700 0 0
SUZANO S A SPON ADS 86959K105   4,621,500 450,000 SH   SOLE   450,000 0 0
VALE SA SPONSORED ADS 91912E105   28,566,929 2,557,469 SH   SOLE   2,557,469 0 0
VTEX SHS CL A G9470A102   44,465,467 6,124,720 SH   SOLE   6,124,720 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,676,000 1,200,000 SH Put SOLE   1,200,000 0 0