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 |
| ADOBE INC | COM | 00724F101 | 4,109 | 9,440 | SH | SOLE | N/A | 9,440 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 8,982 | 41,640 | SH | SOLE | N/A | 41,640 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 7,693 | 5,425 | SH | SOLE | N/A | 5,425 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 9,187 | 3,330 | SH | SOLE | N/A | 3,330 | 0 | 0 | |
| CENTRAIS ELETRICAS BRASILEIR | SPONSORED ADR | 15234Q207 | 7,031 | 1,239,956 | SH | SOLE | N/A | 1,239,956 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 6,998 | 40,000 | SH | SOLE | N/A | 40,000 | 0 | 0 | |
| GOL LINHAS AEREAS INTELIGENT | SPON ADR PFD NEW | 38045R206 | 2,437 | 359,481 | SH | SOLE | N/A | 359,481 | 0 | 0 | |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 2,006 | 3,520 | SH | SOLE | N/A | 3,520 | 0 | 0 | |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 31,992 | 800,000 | SH | Call | SOLE | N/A | 800,000 | 0 | 0 |
| MERCADOLIBRE INC | COM | 58733R102 | 69,053 | 70,050 | SH | SOLE | N/A | 70,050 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 8,425 | 41,400 | SH | SOLE | N/A | 41,400 | 0 | 0 | |
| MONDELEZ INTL INC | CL A | 609207105 | 7,670 | 150,000 | SH | SOLE | N/A | 150,000 | 0 | 0 | |
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581107 | 3,512 | 26,970 | SH | SOLE | N/A | 26,970 | 0 | 0 | |
| NVIDIA CORPORATION | COM | 67066G104 | 2,059 | 5,420 | SH | SOLE | N/A | 5,420 | 0 | 0 | |
| SEA LTD | SPONSORED ADS | 81141R100 | 4,826 | 45,000 | SH | SOLE | N/A | 45,000 | 0 | 0 | |
| STARBUCKS CORP | COM | 855244109 | 7,359 | 100,000 | SH | SOLE | N/A | 100,000 | 0 | 0 | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 4,493 | 79,150 | SH | SOLE | N/A | 79,150 | 0 | 0 | |
| VALE S A | SPONSORED ADS | 91912E105 | 19,521 | 1,893,411 | SH | SOLE | N/A | 1,893,411 | 0 | 0 | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 7,853 | 100,000 | SH | SOLE | N/A | 100,000 | 0 | 0 | |
| VERISIGN INC | COM | 92343E102 | 331 | 1,600 | SH | SOLE | N/A | 1,600 | 0 | 0 | |
| XP INC | CL A | G98239109 | 24,492 | 583,000 | SH | SOLE | N/A | 583,000 | 0 | 0 | |
| YANDEX N V | SHS CLASS A | N97284108 | 10,631 | 212,535 | SH | SOLE | N/A | 212,535 | 0 | 0 | |