The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
XP INC CL A G98239109   130,100,839 7,243,922 SH   SOLE   7,243,922 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   54,975,648 483,600 SH   SOLE   483,600 0 0
ALPHABET INC CAP STK CL A 02079K305   25,061,490 11,500 SH   SOLE   11,500 0 0
MICROSOFT CORP COM 594918104   25,657,317 99,900 SH   SOLE   99,900 0 0
NVIDIA CORPORATION COM 67066G104   17,811,825 117,500 SH   SOLE   117,500 0 0
ARCO PLATFORM LTD COM CL A G04553106   14,360,764 961,873 SH   SOLE   961,873 0 0
AMAZON COM INC COM 023135106   12,946,999 121,900 SH   SOLE   121,900 0 0
APPLE INC COM 037833100   12,318,472 90,100 SH   SOLE   90,100 0 0
SNAP INC CL A 83304A106   9,252,711 704,700 SH   SOLE   704,700 0 0
VTEX SHS CL A G9470A102   7,034,412 2,283,900 SH   SOLE   2,283,900 0 0
DOORDASH INC CL A 25809K105   6,160,320 96,000 SH   SOLE   96,000 0 0
SHOPIFY INC CL A 82509L107   5,498,240 176,000 SH   SOLE   176,000 0 0
LOMA NEGRA C I A S A MTN 14 SPONSORED ADS 54150E104   6,081,801 1,197,205 SH   SOLE   1,197,205 0 0
MELI KASZEK PIONEER CORP CLASS A ORD G5S74L106   2,139,390 216,100 SH   SOLE   216,100 0 0
WALDENCAST ACQUISITION CORP *W EXP 03/11/202 G9460C118   627,792 871,934 SH   SOLE   871,934 0 0
TELEFONICA BRASIL SA NEW ADR 87936R205   60,702 6,700 SH   SOLE   6,700 0 0
PINTEREST INC CL A 72352L106   16,344 900 SH   SOLE   900 0 0
LYFT INC CL A COM 55087P104   9,296 700 SH   SOLE   700 0 0
WAYFAIR INC CL A 94419L101   8,712 200 SH   SOLE   200 0 0
XPAC ACQUISITION CORP UNIT 07/27/2021 G9831X114   19,012,500 1,950,000 SH   SOLE   1,950,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   478,268 868 SH Put SOLE   0 0 0
XP INC CL A G98239109   35,173,942 1,958,460 SH   SOLE   0 0 1,958,460