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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
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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
AMAZON COM INC COM 023135106   5,253,022 34,573 SH   SOLE   34,573 0 0
AMPHENOL CORP NEW CL A 032095101   5,459,486 55,074 SH   SOLE   55,074 0 0
APPFOLIO INC COM CL A 03783C100   12,086,089 69,765 SH   SOLE   69,765 0 0
DANAHER CORPORATION COM 235851102   8,987,559 38,850 SH   SOLE   38,850 0 0
DESCARTES SYS GROUP INC COM 249906108   4,037,570 48,032 SH   SOLE   48,032 0 0
GENERAL ELECTRIC CO COM NEW 369604301   10,193,680 79,869 SH   SOLE   79,869 0 0
HEICO CORP NEW CL A 422806208   3,282,815 23,047 SH   SOLE   23,047 0 0
LINDE PLC SHS G54950103   11,352,435 27,641 SH   SOLE   27,641 0 0
MERCADOLIBRE INC COM 58733R102   93,142,033 59,268 SH   SOLE   59,268 0 0
MERCADOLIBRE INC COM 58733R102   75,905,382 48,300 SH Call SOLE   48,300 0 0
NATURA &CO HOLDING S A ADS 63884N108   45,888,178 6,708,798 SH   SOLE   6,708,798 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   237,039,213 28,456,088 SH   SOLE   28,456,088 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   12,944,820 1,554,000 SH Call SOLE   1,554,000 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   833 100 SH Put SOLE   100 0 0
RIO TINTO PLC SPONSORED ADR 767204100   21,681,561 291,184 SH   SOLE   291,184 0 0
RIO TINTO PLC SPONSORED ADR 767204100   80,416,800 1,080,000 SH Put SOLE   1,080,000 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   13,668,333 102,492 SH   SOLE   102,492 0 0
SUZANO S A SPON ADS 86959K105   5,112,000 450,000 SH   SOLE   450,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   4,418,029 86,679 SH   SOLE   86,679 0 0
VALE SA SPONSORED ADS 91912E105   24,825,642 1,565,299 SH   SOLE   1,565,299 0 0
VERALTO CORP COM SHS 92338C103   943,275 11,467 SH   SOLE   11,467 0 0
VTEX SHS CL A G9470A102   44,157,670 6,418,266 SH   SOLE   6,418,266 0 0
WALDENCAST PLC CLASS A ORD SHS G9503X103   8,861,400 810,000 SH   SOLE   810,000 0 0
WALDENCAST PLC *W EXP 07/27/2027 G9503X111   228,149 269,999 SH   SOLE   269,999 0 0