The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| AUTOZONE INC | COM | 053332102 | 3,006 | 1,219 | SH | SOLE | 1,219 | 0 | 0 | |||
| BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | 7,465 | 71,426 | SH | SOLE | 71,426 | 0 | 0 | |||
| CANADIAN PAC RY LTD | COM | 13645T100 | 4,558 | 61,114 | SH | SOLE | 61,114 | 0 | 0 | |||
| DIAGEO PLC | SPON ADR NEW | 25243Q205 | 11,838 | 66,437 | SH | SOLE | 66,437 | 0 | 0 | |||
| DOLLAR GEN CORP NEW | COM | 256677105 | 21,454 | 87,124 | SH | SOLE | 87,124 | 0 | 0 | |||
| DANAHER CORPORATION | COM | 235851102 | 4,272 | 16,097 | SH | SOLE | 16,097 | 0 | 0 | |||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 5,778 | 16,615 | SH | SOLE | 16,615 | 0 | 0 | |||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 14,042 | 3,450,000 | SH | SOLE | 3,450,000 | 0 | 0 | |||
| S&P GLOBAL INC | COM | 78409V104 | 2,583 | 7,713 | SH | SOLE | 7,713 | 0 | 0 | |||
| SUZANO S A | SPON ADS | 86959K105 | 24,613 | 2,663,741 | SH | SOLE | 2,663,741 | 0 | 0 | |||
| TRANSDIGM GROUP INC | COM | 893641100 | 7,317 | 11,621 | SH | SOLE | 11,621 | 0 | 0 | |||
| SPDR SER TR | S&P BIOTECH | 78464A870 | 19,331 | 232,905 | SH | SOLE | 232,905 | 0 | 0 | |||
| YANDEX N V | SHS CLASS A | N97284108 | 10 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||