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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
NATURA &CO HOLDING-ADR ADS 63884N108 1,679,745 92,243 SH   SOLE   92,243 0 0
TOTAL SE SPONSORED ADS 89151E109 7,068,887 206,090 SH   SOLE   206,090 0 0
AON PLC SHS CL A G0403H108 12,295,480 59,600 SH   SOLE   59,600 0 0
BOOKING HOLDINGS INC COM 09857L108 13,439,102 7,856 SH   SOLE   7,856 0 0
BP PLC SPONSORED ADR 055622104 12,853,196 736,151 SH   SOLE   736,151 0 0
ULTRAPAR PARTICIPACOES SP ADR REP COM 90400P101 4,262,671 1,246,395 SH   SOLE   1,246,395 0 0
ALPHABET INC CLASS A COMMON STOCK CAP STK CL C 02079K305 24,736,397 16,878 SH   SOLE   16,878 0 0
TELEFONICA BRASIL SA SAO PAUL ADR SPONSORED ADR 87936R106 170,381 22,214 SH   SOLE   22,214 0 0
PAGSEGURO DIGITAL LTD-CL A COM CL A G68707101 0 0 SH   SOLE   0 0 0
BEST BUY CO INC COM 086516101 26,605,210 239,062 SH   SOLE   239,062 0 0
CALL- EEM 100 @ 48 EXP 10/16/2020 CALL 99VQVN0F4 45,570 21,000 SH Call SOLE   21,000 0 0
SONY CORP SPONSORED ADR 835699307 38,509,620 501,754 SH   SOLE   501,754 0 0
CALL- EBAY 100 @ 55 EXP 02/19/2021 CALL 99O5RH298 1,155,000 3,000 SH Call SOLE   3,000 0 0
TRANSDIGM GROUP INC COM 893641100 3,554,373 7,481 SH   SOLE   7,481 0 0
STERICYCLE INC COM 858912108 15,503,679 245,856 SH   SOLE   245,856 0 0
EBAY INC COM 278642103 18,662,064 358,197 SH   SOLE   358,197 0 0
DARDEN REST COM 237194105 12,021,606 119,333 SH   SOLE   119,333 0 0
CENTRAIS ELETRICAS BR-SP ADR SPONSORED ADR 15234Q207 929,055 168,307 SH   SOLE   168,307 0 0
BALL CORP COM 058498106 9,546,914 114,857 SH   SOLE   114,857 0 0
EQUINOR ASA SPONSORED ADR 29446M102 8,153,886 579,935 SH   SOLE   579,935 0 0
MASTERCARD INCORPORATED CL A 57636Q104 5,558,500 16,437 SH   SOLE   16,437 0 0
ROSS STORES COM 778296103 7,454,215 79,878 SH   SOLE   79,878 0 0
LPL FINANCIAL HOLDINGS INC COM 50212V100 13,810,490 180,129 SH   SOLE   180,129 0 0
FACEBOOK INC CL A 30303M102 25,273,350 96,500 SH   SOLE   96,500 0 0
CALL- CCI 100 @ 150 EXP 10/16/2020 CALL 99O4813C9 1,371,376 800 SH Call SOLE   800 0 0
CROWN CASTLE INTERNATIONAL CORP COM 22822V101 31,092,543 186,742 SH   SOLE   186,742 0 0
CALL- XLY 100 @ 152 EXP 10/16/2020 CALL 99O6NJ825 187,137 2,750 SH Call SOLE   2,750 0 0
COCA COLA CO COM 191216100 27,114,942 549,219 SH   SOLE   549,219 0 0
WALT DISNEY CO COM DISNEY 254687106 904,667 7,291 SH   SOLE   7,291 0 0
CALL- CCI 100 @ 165 EXP 01/15/2021 CALL 99O13J9N1 1,171,860 1,000 SH Call SOLE   1,000 0 0
TJX CO INC COM 872540109 5,786,209 103,975 SH   SOLE   103,975 0 0
MERCADOLIBRE INC COM 58733R102 5,363,688 4,955 SH   SOLE   4,955 0 0
CONSUMER DISCRET SPDR SBI CONS DISCR 81369Y407 44,899,303 305,479 SH   SOLE   305,479 0 0
PUT - WORK 100 @ 24 EXP 03/19/2021 PUT 99O66RQS9 809,400 3,000 SH Put SOLE   3,000 0 0
PUT - T 100 @ 31 EXP 12/18/2020 PUT 99O4PZXF5 661,500 2,000 SH Put SOLE   2,000 0 0
LAS VEGAS SANDS COM 517834107 9,797,014 209,966 SH   SOLE   209,966 0 0
STARBUCKS CORP COM 855244109 4,260,171 49,583 SH   SOLE   49,583 0 0
CALL- BABA 100 @ 285EXP 10/16/2020 CALL 99O47XH84 2,875,700 2,000 SH Call SOLE   2,000 0 0
PUT - XRT 100 @ 49 EXP 11/20/2020 PUT 99O6ZTFK2 478,000 2,000 SH Put SOLE   2,000 0 0
CALL- TMUS 100 @ 115EXP 11/20/2020 CALL 99VPT8682 1,134,400 2,000 SH Call SOLE   2,000 0 0
PUT - XRT 100 @ 30 EXP 11/20/2020 PUT 99O708F24 91,000 4,000 SH Put SOLE   4,000 0 0
EQUINIX INC COM 29444U700 10,350,690 13,617 SH   SOLE   13,617 0 0
CALL- ATUS 100 @ 27 EXP 11/20/2020 CALL 99VSTZGS1 550,000 5,000 SH Call SOLE   5,000 0 0
CALL- TMUS 100 @ 115EXP 10/16/2020 CALL 99O6N3VT5 365,370 1,500 SH Call SOLE   1,500 0 0
PUT - XRT 100 @ 50 EXP 10/16/2020 PUT 99O6NJQN9 466,890 3,000 SH Put SOLE   3,000 0 0
T-MOBILE US INC COM STK COM 872590104 49,827,224 435,705 SH   SOLE   435,705 0 0
HPX CORP UNIT 99/99/9999 G32219118 20,400,000 2,000,000 SH   SOLE   2,000,000 0 0
COMPNHIA ENRG C SPONSORED ADR 204409882 2,171 1,125 SH   SOLE   1,125 0 0
CALL- SERV 100 @ 40 EXP 11/20/2020 CALL 99VPSRRN5 401,235 1,500 SH Call SOLE   1,500 0 0
PUT - XRT 100 @ 30 EXP 10/16/2020 PUT 99VSD7L96 60 6,000 SH Put SOLE   6,000 0 0
ALTICE USA INC. - A COM CL A 02156K103 32,319,404 1,243,054 SH   SOLE   1,243,054 0 0
PETROLEO BRASILEIRO ADR COM CL A 71654V408 618,059 86,806 SH   SOLE   86,806 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 581,814 82,644 SH   SOLE   82,644 0 0
SERMASTER GLB HL COM 81761R109 3,664,733 91,894 SH   SOLE   91,894 0 0
RIO TINTO PLC SPONSORED ADR 767204100 5,006,754 82,907 SH   SOLE   82,907 0 0
ROYAL DUTCH SHELL B ADR SPON ADR B 780259107 11,524,482 475,825 SH   SOLE   475,825 0 0
US FOODS HLDNG COM 912008109 10,665,600 480,000 SH   SOLE   480,000 0 0
LINX SA - ADR SPONSORED ADR 53619W101 105 17 SH   SOLE   17 0 0
COMCAST CORP CLASS A CL A 20030N101 22,811,500 493,115 SH   SOLE   493,115 0 0
CALL- XHB 100 @ 53 EXP 10/16/2020 CALL 99O6NHHD5 1,310,320 8,000 SH Call SOLE   8,000 0 0
CALL- GDX 100 @ 40 EXP 12/18/2020 CALL 99O4ZGP57 3,393,750 12,500 SH Call SOLE   12,500 0 0
SPDR S&P HOMEBUILDERS S&P HOMEBUILD 78464A888 13,771,782 255,601 SH   SOLE   255,601 0 0
CALL- QQQ 100 @ 280 EXP 01/15/2021 CALL 99O3PV4L5 21,438,000 12,000 SH Call SOLE   12,000 0 0
BANCO BRADESCO SP ADR PFD NEW 059460303 4,311,016 1,256,856 SH   SOLE   1,256,856 0 0
VANECK VECTORS GOLD MINERS ETF GOLD MINERS ETF 92189F106 24,514,160 626,000 SH   SOLE   626,000 0 0
PUT - OLLI 100 @ 70 EXP 10/16/2020 PUT 99VNG5XG9 4,212 300 SH Put SOLE   300 0 0
MCDONALDS CORP COM 580135101 6,757,658 30,788 SH   SOLE   30,788 0 0
ITAU UNIBANCO HOLDING SA SPON ADR REP PFD 465562106 3,739,970 939,691 SH   SOLE   939,691 0 0
COMPANHIA BRASILEIRA DE DISTRIBUIACAO SA SPONSORED ADR 20440T300 9,370,996 759,400 SH   SOLE   759,400 0 0
LOWES COMPANIES COM 548661107 21,429,112 129,200 SH   SOLE   129,200 0 0
MORGAN STANLEY COM NEW 617446448 14,553,350 301,000 SH   SOLE   301,000 0 0
PUT - ETSY 100 @ 130EXP 12/18/2020 PUT 99O5WNVD8 2,953,650 1,500 SH Put SOLE   1,500 0 0
BHP BILLITON LTD -SPON ADR SPONSORED ADS 088606108 2,385,537 46,133 SH   SOLE   46,133 0 0
XP INC - CLASS A CL A G98239109 19,446,926 466,465 SH   SOLE   466,465 0 0
ENEL CHILE S.A. SPONSORED ADR 29278D105 483,145 140,449 SH   SOLE   140,449 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 6,660,047 207,091 SH   SOLE   207,091 0 0
PUT - IWM 100 @ 140 EXP 12/18/2020 PUT 99O36XKC4 7,122,840 12,000 SH Put SOLE   12,000 0 0
CALL- IWM 100 @ 155 EXP 10/02/2020 CALL 99O6HFX97 55,250 6,500 SH Call SOLE   6,500 0 0
ETSY INC COM 29786A106 24,234,534 199,248 SH   SOLE   199,248 0 0
CALL- ETSY 100 @ 120EXP 03/19/2021 CALL 99O64J0N8 2,118,990 1,000 SH Call SOLE   1,000 0 0
SYSCO CORP COM 871829107 4,313,526 69,327 SH   SOLE   69,327 0 0
PUT - IWM 100 @ 150 EXP 11/20/2020 PUT 99O4QVR52 4,756,500 6,000 SH Put SOLE   6,000 0 0
PUT - IWM 100 @ 143 EXP 10/02/2020 PUT 99O6JCBK1 213,500 7,000 SH Put SOLE   7,000 0 0
PUT - IWM 100 @ 120 EXP 11/20/2020 PUT 99VPT1RR2 256,500 3,000 SH Put SOLE   3,000 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 5,253,612 26,272 SH   SOLE   26,272 0 0
PUT - IWM 100 @ 145 EXP 11/20/2020 PUT 99O4PJND7 1,762,020 3,000 SH Put SOLE   3,000 0 0
PUT - ROKU 100 @ 150EXP 04/16/2021 PUT 99O6MNPF9 1,509,246 900 SH Put SOLE   900 0 0
PUT - IWM 100 @ 140 EXP 11/20/2020 PUT 99VPXYPL0 1,272,420 3,000 SH Put SOLE   3,000 0 0
PUT - ROKU 100 @ 110EXP 01/15/2021 PUT 99OZRQYM8 265,200 1,200 SH Put SOLE   1,200 0 0
CENTRAIS ELEC BRAS-ADR PREF SPONSORED ADR 15234Q108 47,518 8,687 SH   SOLE   8,687 0 0
BLOOMIN' BRANDS INC COM 094235108 2,327,148 152,400 SH   SOLE   152,400 0 0
PUT - ROKU 100 @ 145EXP 01/15/2021 PUT 99O1V7005 3,644,250 4,300 SH Put SOLE   4,300 0 0
PUT - IWM 100 @ 137 EXP 10/02/2020 PUT 99O6WWJ65 38,500 7,000 SH Put SOLE   7,000 0 0
INTL FLAV & FRAG COM 459506101 17,983,007 146,860 SH   SOLE   146,860 0 0
COSAN LTD -CL A SHS A G25343107 2,776,104 186,943 SH   SOLE   186,943 0 0
D.R. HORTON INC COM 23331A109 4,605,791 60,899 SH   SOLE   60,899 0 0
LIV CAPITAL ACQUISITION CORP SPONSORED ADR G5510C124 3,030,000 300,000 SH   SOLE   300,000 0 0
TIM PARTICIPACOES SA COM 88706P205 7,388,851 640,837 SH   SOLE   640,837 0 0
CALL- Z 100 @ 105 EXP 02/19/2021 CALL 99O6GCCF4 1,406,360 1,000 SH Call SOLE   1,000 0 0
CALL- Z 100 @ 110 EXP 02/19/2021 CALL 99VS6FSH1 1,196,200 1,000 SH Call SOLE   1,000 0 0
CALL- Z 100 @ 80 EXP 01/15/2021 CALL 99O47JZR3 5,288,580 2,000 SH Call SOLE   2,000 0 0
CALL- Z 100 @ 60 EXP 11/20/2020 CALL 99O4S75F5 12,660,600 3,000 SH Call SOLE   3,000 0 0
ZILLOW GROUP INC - C CL C CAP STK 98954M200 12,969,995 127,670 SH   SOLE   127,670 0 0
SHAKE SHACK IN-A CL A 819047101 2,385,760 37,000 SH   SOLE   37,000 0 0
SABESP SPONSORED ADR 20441A102 3,889,563 468,622 SH   SOLE   468,622 0 0
PUT - SPY 100 @ 330 EXP 10/16/2020 PUT 99VL3TFM2 3,051,000 6,000 SH Put SOLE   6,000 0 0
PUT - SPY 100 @ 334 EXP 09/30/2020 PUT 99O3BHCD0 0 0 SH Put SOLE   0 0 0
PUT - SPY 100 @ 330 EXP 11/20/2020 PUT 99VL3TZC2 4,555,120 3,880 SH Put SOLE   3,880 0 0
PUT - SPY 100 @ 330 EXP 11/06/2020 PUT 99O726LY9 3,755,840 3,880 SH Put SOLE   3,880 0 0
MICRON TECHNOLOGY INC COM 595112103 14,156,843 301,466 SH   SOLE   301,466 0 0
ISHARES MSCI BRAZIL ETF MSCI BRAZIL ETF 464286400 6,298,320 227,705 SH   SOLE   227,705 0 0
COMPANHIA SIDERURGICA NACIONAL SPONSORED ADS 20440W105 0 0 SH   SOLE   0 0 0
COMPNHIA ENRG SP ADR N-V PFD 204409601 0 0 SH   SOLE   0 0 0
SUZANO SA SPON ADS 86959K105 6,536 800 SH   SOLE   800 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,718,265 28,500 SH   SOLE   28,500 0 0
EVERGY INC COM 30034W106 5,945,940 117,000 SH   SOLE   117,000 0 0
LYONDELLBASELL INDUSTRIES NV-CL A SHS - A - N53745100 317,205 4,500 SH   SOLE   4,500 0 0
CENTENE CORP COM 15135B101 1,606,992 27,550 SH   SOLE   27,550 0 0
AMERICAN ELECTRIC POWER COMPANY COM 025537101 1,552,870 19,000 SH   SOLE   19,000 0 0
ANTHEM INC COM 036752103 1,582,532 5,892 SH   SOLE   5,892 0 0
EXELON CORP COM 30161N101 4,602,312 128,700 SH   SOLE   128,700 0 0
HUMANA INC. COM 444859102 1,600,513 3,867 SH   SOLE   3,867 0 0