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
SOUTHERN CO NOTE 3.875%12/1 842587DP9   5,038 5,000,000 PRN   SOLE   0 0 0
AIRBNB INC COM CL A 009066101   1,471 8,920 SH   SOLE   8,920 0 0
ALPHABET INC CAP STK CL C 02079K107   12,481 81,972 SH   SOLE   81,972 0 0
AMAZON COM INC COM 023135106   16,991 94,194 SH   SOLE   94,194 0 0
APPLE INC COM 037833100   5,381 31,380 SH   SOLE   31,380 0 0
DELL TECHNOLOGIES INC CL C 24703L202   5,477 47,995 SH   SOLE   47,995 0 0
META PLATFORMS INC CL A 30303M102   16,585 34,155 SH   SOLE   34,155 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   7,760 224,915 SH   SOLE   224,915 0 0
HOWMET AEROSPACE INC COM 443201108   12,850 187,779 SH   SOLE   187,779 0 0
ISHARES TR ISHARES SEMICDTR 464287523   1,520 6,730 SH   SOLE   6,730 0 0
JPMORGAN CHASE & CO COM 46625H100   18,290 91,311 SH   SOLE   91,311 0 0
MERCADOLIBRE INC COM 58733R102   43,620 28,850 SH   SOLE   28,850 0 0
MICROSOFT CORP COM 594918104   16,667 39,616 SH   SOLE   39,616 0 0
NVIDIA CORPORATION COM 67066G104   16,300 18,040 SH   SOLE   18,040 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   3,248 34,400 SH   SOLE   34,400 0 0
SIGMA LITHIUM CORPORATION COM 826599102   499 38,509 SH   SOLE   38,509 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   295 6,000 SH   SOLE   6,000 0 0
T-MOBILE US INC COM 872590104   2,913 17,850 SH   SOLE   17,850 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   15,406 26,506 SH   SOLE   26,506 0 0
TRANSDIGM GROUP INC COM 893641100   8,524 6,921 SH   SOLE   6,921 0 0
UNION PAC CORP COM 907818108   7,931 32,248 SH   SOLE   32,248 0 0
UNITED STS OIL FD LP UNITS 91232N207   945 12,000 SH   SOLE   12,000 0 0
VALE S A SPONSORED ADS 91912E105   1,115 91,462 SH   SOLE   91,462 0 0
ZOETIS INC CL A 98978V103   3,943 23,300 SH   SOLE   23,300 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   9,492 135,698 SH   SOLE   135,698 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101   351 24,548 SH   SOLE   24,548 0 0
STONECO LTD COM CL A G85158106   889 53,500 SH   SOLE   53,500 0 0
XP INC CL A G98239109   29,186 1,137,423 SH   SOLE   1,137,423 0 0
AUNA S A CLASS A L0415A103   3,461 325,000 SH   SOLE   325,000 0 0