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
PAGSEGURO DIGITAL LTD-CL A COM CL A G68707101 10,477,334 202,578 SH   SOLE   202,578 0 0
TIM SA-ADR SPONSORED ADR 88706T108 6,773,213 630,653 SH   SOLE   630,653 0 0
SOUTHWEST AIRLINES COM 844741108 4,006,397 77,900 SH   SOLE   77,900 0 0
ITIQUIRA ACQUISITION CORP UNIT 02/03/2026 G49773123 19,900,000 2,000,000 SH   SOLE   2,000,000 0 0
ISHARES JPMORGAN USD EMERGING MARKET BON JPMORGAN USD EMG 464288281 58,331,800 530,000 SH   SOLE   530,000 0 0
NATURA &CO HOLDING-ADR ADS 63884N108 13,486,334 809,990 SH   SOLE   809,990 0 0
FINANCIAL SPDR FINANCIAL 81369Y605 38,768,490 1,033,000 SH   SOLE   1,033,000 0 0
PUT - QQQ 100 @ 360 EXP 10/22/2021 PUT 99OCZJQ11 18,162,600 20,000 SH Put SOLE   20,000 0 0
DELTA AIRLINES INC COM NEW 247361702 3,975,513 93,300 SH   SOLE   93,300 0 0
ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 9,875,781 63,100 SH   SOLE   63,100 0 0
EMBRAER SA SPONSORED ADS 29082A107 59,474,687 3,498,511 SH   SOLE   3,498,511 0 0
GERDAU SA SPON ADR REP PFD 373737105 16,635,996 3,381,300 SH   SOLE   3,381,300 0 0
CALL- XLE 100 @ 50 EXP 11/19/2021 CALL 99C10MRH3 1,546,000 4,000 SH Call SOLE   4,000 0 0
CALL- SPY 100 @ 450 EXP 10/01/2021 CALL 99OCNNRF3 13,840 12,582 SH Call SOLE   12,582 0 0
CALL- XLE 100 @ 51 EXP 11/19/2021 CALL 99C10PJ51 1,937,520 6,000 SH Call SOLE   6,000 0 0
SENDAS DISTRIBUIDORA SA-W/I SPON ADS 81689T104 19,317,739 1,108,304 SH   SOLE   1,108,304 0 0
CALL- SPY 100 @ 440 EXP 10/08/2021 CALL 99OCXNJF1 1,850,000 20,000 SH Call SOLE   20,000 0 0
VALE SA SP ADR SPONSORED ADS 91912E105 12,005,217 860,589 SH   SOLE   860,589 0 0
ENERGY SPDR ENERGY 81369Y506 39,774,101 763,565 SH   SOLE   763,565 0 0
BANCO BRADESCO SP ADR PFD NEW 059460303 16,295,968 4,254,822 SH   SOLE   4,254,822 0 0
ISHARES MSCI BRAZIL ETF MSCI BRAZIL ETF 464286400 46,260,388 1,439,788 SH   SOLE   1,439,788 0 0
SONY GROUP CORP SPONSORED ADR 835699307 16,871,522 152,573 SH   SOLE   152,573 0 0
ULTRAPAR PARTICIPACOES SP ADR REP COM 90400P101 23,004 8,520 SH   SOLE   8,520 0 0
WALDENCAST ACQUISITION CORP UNIT 03/11/2026 G9460C126 11,373,012 1,122,706 SH   SOLE   1,122,706 0 0
COSAN SA -ADR -W/I ADS 22113B103 222,591 13,289 SH   SOLE   13,289 0 0
ISHARES GLOBAL CLEAN ENERGY ETF GL CLEAN ENE ETF 464288224 23,490,250 1,085,000 SH   SOLE   1,085,000 0 0
FISERV INC COM 337738108 11,067,000 102,000 SH   SOLE   102,000 0 0
ZANITE ACQUISITION CORP-CL A COM CL A 98907K103 4,987,718 493,345 SH   SOLE   493,345 0 0
ZANITE ACQ CL A -CW25 *W EXP 10/08/202 98907K111 341,331 406,346 SH   SOLE   406,346 0 0
ALCOA CORP COM 013872106 7,406,286 151,334 SH   SOLE   151,334 0 0
BANCO SANTANDER ADS REP 1 UNIT 05967A107 1,472 225 SH   SOLE   225 0 0
VASTA PLATFORM LTD CL A G9440A109 89,444 19,615 SH   SOLE   19,615 0 0
ROYAL DUTCH SHELL B ADR SPON ADR B 780259107 6,950,390 157,000 SH   SOLE   157,000 0 0
ITAU UNIBANCO HOLDING SA SPON ADR REP PFD 465562106 30,467,303 5,781,272 SH   SOLE   5,781,272 0 0
PETROLEO BRASILEIRO ADR COM CL A 71654V408 2,132,294 206,218 SH   SOLE   206,218 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 5,438,160 543,816 SH   SOLE   543,816 0 0
PUT - TLT 100 @ 145 EXP 12/17/2021 PUT 99VWMFFC9 2,305,058 4,900 SH Put SOLE   4,900 0 0
COMPHANIA DE BEBIDAS DAS AMERICAS AMBEV SPONSORED ADR 02319V103 8,248,666 2,988,647 SH   SOLE   2,988,647 0 0