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 SYSTEMS INCORPORATED | COM | 00724F101 | 12,152 | 21,430 | SH | SOLE | N/A | 21,430 | 0 | 0 | |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | 4,525 | 45,000 | SH | SOLE | N/A | 45,000 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 17,971 | 151,285 | SH | SOLE | N/A | 151,285 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 20,685 | 7,140 | SH | SOLE | N/A | 7,140 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 29,909 | 8,970 | SH | SOLE | N/A | 8,970 | 0 | 0 | |
| BLOCK INC | CL A | 852234103 | 18,848 | 116,700 | SH | SOLE | N/A | 116,700 | 0 | 0 | |
| COUPANG INC | CL A | 22266T109 | 4,817 | 163,965 | SH | SOLE | N/A | 163,965 | 0 | 0 | |
| ETSY INC | COM | 29786A106 | 22,989 | 105,000 | SH | SOLE | N/A | 105,000 | 0 | 0 | |
| GERDAU SA | SPON ADR REP PFD | 373737105 | 9,874 | 2,006,830 | SH | SOLE | N/A | 2,006,830 | 0 | 0 | |
| MERCADOLIBRE INC | COM | 58733R102 | 62,148 | 46,090 | SH | SOLE | N/A | 46,090 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 42,615 | 126,710 | SH | SOLE | N/A | 126,710 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 1,492 | 3,820 | SH | SOLE | N/A | 3,820 | 0 | 0 | |
| MP MATERIALS CORP | COM CL A | 553368101 | 22,256 | 490,000 | SH | SOLE | N/A | 490,000 | 0 | 0 | |
| OPENDOOR TECHNOLOGIES INC | COM | 683712103 | 4,383 | 300,000 | SH | SOLE | N/A | 300,000 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 2,997 | 6,350 | SH | SOLE | N/A | 6,350 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 2,541 | 10,000 | SH | SOLE | N/A | 10,000 | 0 | 0 | |
| SEA LTD | SPONSORD ADS | 81141R100 | 18,844 | 84,235 | SH | SOLE | N/A | 84,235 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 5,392 | 3,915 | SH | SOLE | N/A | 3,915 | 0 | 0 | |
| SNAP INC | CL A | 83304A106 | 6,584 | 140,000 | SH | SOLE | N/A | 140,000 | 0 | 0 | |
| SPDR SER TR | S&P BIOTECH | 78464A870 | 26,076 | 232,905 | SH | SOLE | N/A | 232,905 | 0 | 0 | |
| SUZANO S A | SPON ADS | 86959K105 | 37,453 | 3,467,889 | SH | SOLE | N/A | 3,467,889 | 0 | 0 | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 13,384 | 111,250 | SH | SOLE | N/A | 111,250 | 0 | 0 | |
| TWILIO INC | CL A | 90138F102 | 10,534 | 40,000 | SH | SOLE | N/A | 40,000 | 0 | 0 | |
| XP INC | CL A | G98239109 | 35,638 | 1,240,000 | SH | SOLE | N/A | 1,240,000 | 0 | 0 | |
| YANDEX N V | SHS CLASS A | N97284108 | 12,937 | 213,840 | SH | SOLE | N/A | 213,840 | 0 | 0 | |