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
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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   38,143,597 292,602 SH   SOLE   292,602 0 0
AMPHENOL CORP NEW CL A 032095101   16,991,444 200,017 SH   SOLE   200,017 0 0
APPFOLIO INC COM CL A 03783C100   42,805,537 248,667 SH   SOLE   248,667 0 0
ATLASSIAN CORPORATION CL A 049468101   11,393,796 67,897 SH   SOLE   67,897 0 0
DANAHER CORPORATION COM 235851102   30,147,360 125,614 SH   SOLE   125,614 0 0
HEICO CORP NEW COM 422806109   8,914,462 63,403 SH   SOLE   63,403 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   936,350 5,000 SH   SOLE   5,000 0 0
LINDE PLC SHS G54950103   42,648,568 111,915 SH   SOLE   111,915 0 0
NATURA &CO HOLDING ADS 63884N108   167,562,111 24,040,475 SH   SOLE   24,040,475 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   105,480,850 13,368,929 SH   SOLE   13,368,929 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   12,261,060 1,554,000 SH Call SOLE   0 0 0
OKTA INC CL A 679295105   18,532,886 267,237 SH   SOLE   267,237 0 0
PROSHARES TR SHRT RUSSELL2000 74348A210   821,880 36,000 SH   SOLE   36,000 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   14,313,631 129,418 SH   SOLE   129,418 0 0
STEVANATO GROUP SPA ORD SHS T9224W109   8,515,001 262,971 SH   SOLE   262,971 0 0
SUZANO S A SPON ADS 86959K105   38,035,958 4,125,375 SH   SOLE   4,125,375 0 0
TEMPUR SEALY INTL INC COM 88023U101   31,839,742 794,603 SH   SOLE   794,603 0 0
VALE SA SPONSORED ADS 91912E105   91,531,620 6,820,538 SH   SOLE   6,820,538 0 0
Vale SA SPONSORED ADS 91912E105   66,831,600 4,980,000 SH Call SOLE   0 0 0
VTEX SHS CL A G9470A102   15,364,248 3,200,885 SH   SOLE   3,200,885 0 0
WALDENCAST PLC CLASS A ORD SHS G9503X103   79,093,767 14,658,333 SH   SOLE   14,658,333 0 0
WALDENCAST PLC *W EXP 07/27/202 G9503X111   24,141,400 6,247,776 SH   SOLE   6,247,776 0 0