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
Expires: July 31, 2015
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
MERCADOLIBRE INC COM 58733R102 25,476,411 13,059 SH SOLE 13,059 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 9,782,067 955,280 SH SOLE 955,280 0 0
XP INC CL A G98239109 11,158,386 811,519 SH SOLE 811,519 0 0
STONECO LTD COM CL CA G85158106 7,824,158 746,580 SH SOLE 746,580 0 0
FAIR ISAAC CORP COM 303250104 40,572 22 SH SOLE 22 0 0
LOWES COS INC COM 548661107 135,040 579 SH SOLE 579 0 0
SERVICENOW INC COM 81762P102 1,081,954 1,359 SH SOLE 1,359 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 2,088,702 1,458 SH SOLE 1,458 0 0
HOME DEPOT INC COM 437076102 892,770 2,436 SH SOLE 2,436 0 0
NETFLIX INC COM 64110L106 2,166,267 2,323 SH SOLE 2,323 0 0
DOMINOS PIZZA INC COM 25754A201 1,213,867 2,642 SH SOLE 2,642 0 0
S&P GLOBAL INC COM 78409V104 1,511,598 2,975 SH SOLE 2,975 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,995,157 3,640 SH SOLE 3,640 0 0
META PLATFORMS INC CL A 30303M102 2,131,956 3,699 SH SOLE 3,699 0 0
RH COM 74967X103 987,804 4,214 SH SOLE 4,214 0 0
LULULEMON ATHLETICA INC COM 550021109 2,004,914 7,083 SH SOLE 7,083 0 0
VISA INC COM CL A 92826C839 2,654,735 7,575 SH SOLE 7,575 0 0
SHERWIN WILLIAMS CO COM 824348106 3,128,742 8,960 SH SOLE 8,960 0 0
FERRARI N V COM N3167Y103 4,564,624 10,668 SH SOLE 10,668 0 0
MICROSOFT CORP COM 594918104 4,420,593 11,776 SH SOLE 11,776 0 0
NVIDIA CORPORATION COM 67066G104 1,503,122 13,869 SH SOLE 13,869 0 0
ORACLE CORP COM 68389X105 2,109,593 15,089 SH SOLE 15,089 0 0
ALPHABET INC CAP STK CL A 02079K305 2,931,974 18,960 SH SOLE 18,960 0 0
SEA LTD SPONSORD ADS 81141R100 2,608,626 19,991 SH SOLE 19,991 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 3,813,850 22,975 SH SOLE 22,975 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,180,286 23,507 SH SOLE 23,507 0 0
STARBUCKS CORP COM 855244109 2,937,501 29,947 SH SOLE 29,947 0 0
AMAZON COM INC COM 023135106 7,938,979 41,727 SH SOLE 41,727 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 7,503 16 SH SOLE 16 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,251,364 7,600 SH Put SOLE 7,600 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 18,304,000 1,787,500 SH Call SOLE 1,787,500 0 0