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
AES CORP COM 00130H105 9,069,013 618,623 SH SOLE 618,623 0 0
AMAZON COM INC COM 023135106 109,431,189 459,139 SH SOLE 459,139 0 0
AMAZON COM INC PUT 023135106 11,917,000 50,000 SH Put SOLE 50,000 0 0
APPLE INC COM 037833100 1,678,867 5,802 SH SOLE 5,802 0 0
BRIGHTHOUSE FINL INC COM 10922N103 4,266,420 67,400 SH SOLE 67,400 0 0
CAPITAL ONE FINL CORP COM 14040H105 10,006,926 49,880 SH SOLE 49,880 0 0
AXIA ENERGIA SA SPONSORED ADR 15234Q207 13,424,347 1,271,245 SH SOLE 1,271,245 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 558,741 96,668 SH SOLE 96,668 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603 8,055,296 510,475 SH SOLE 510,475 0 0
DISNEY WALT CO COM 254687106 309,925 3,220 SH SOLE 3,220 0 0
DOORDASH INC CL A 25809K105 2,011,377 10,900 SH SOLE 10,900 0 0
ELECTRONIC ARTS INC COM 285512109 38,049,888 185,573 SH SOLE 185,573 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 16,534,089 259,155 SH SOLE 259,155 0 0
ERO COPPER CORP COM 296006109 28,801,618 1,076,696 SH SOLE 1,076,696 0 0
EVE HLDG INC COM 29970N104 2,761,000 1,100,000 SH SOLE 1,100,000 0 0
GERDAU SA SPON ADR REP PFD 373737105 5,656,069 1,400,017 SH SOLE 1,400,017 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 5,106,480 24,000 SH SOLE 24,000 0 0
ISHARES INC MSCI CHILE ETF 464286640 7,051,951 177,631 SH SOLE 177,631 0 0
ISHARES TR CORE S&P500 ETF 464287200 156,127,838 208,479 SH SOLE 208,479 0 0
ISHARES TR CALL 464287523 16,019,000 25,000 SH Call SOLE 25,000 0 0
ISHARES TR CALL 464287440 28,371,000 300,000 SH Call SOLE 300,000 0 0
ISHARES TR ISHARES SEMICDTR 464287523 5,894,992 9,200 SH SOLE 9,200 0 0
ISHARES TR PUT 464287515 18,120,000 200,000 SH Put SOLE 200,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 2,455,112 77,718 SH SOLE 77,718 0 0
KENVUE INC COM 49177J102 1,108,380 58,000 SH SOLE 58,000 0 0
LOMA NEGRA C I A S A MTN 14 SPONSORED ADS 54150E104 4,334,970 378,600 SH SOLE 378,600 0 0
MASTERCARD INCORPORATED CL A 57636Q104 12,807,643 24,937 SH SOLE 24,937 0 0
MERCADOLIBRE INC COM 58733R102 772,312 455 SH SOLE 455 0 0
META PLATFORMS INC CL A 30303M102 67,911,932 120,563 SH SOLE 120,563 0 0
MICRON TECHNOLOGY INC COM 595112103 1,154,290 1,000 SH SOLE 1,000 0 0
MICROSOFT CORP COM 594918104 10,942,542 29,335 SH SOLE 29,335 0 0
MOODYS CORP COM 615369105 2,672,228 5,900 SH SOLE 5,900 0 0
NETFLIX INC. COM 64110L106 34,272,000 480,000 SH SOLE 480,000 0 0
NETFLIX INC. PUT 64110L106 34,272,000 480,000 SH Put SOLE 480,000 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 10,847,291 811,923 SH SOLE 811,923 0 0
NVIDIA CORPORATION COM 67066G104 74,240,193 371,034 SH SOLE 371,034 0 0
PALANTIR TECHNOLOGIES INC PUT 69608A108 25,667,400 220,000 SH Put SOLE 220,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 25,667,400 220,000 SH SOLE 220,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100 12,127,687 127,754 SH SOLE 127,754 0 0
S&P GLOBAL INC COM 78409V104 10,906,536 27,295 SH SOLE 27,295 0 0
SEA LTD SPONSORD ADS 81141R100 6,929,659 72,312 SH SOLE 72,312 0 0
SIXTH STREET SPECIALTY LENDI COM 83012A109 344,774 20,080 SH SOLE 20,080 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 150,294,930 201,260 SH SOLE 201,260 0 0
SPDR SERIES TRUST ST STR SP REGBNK 78464A698 75,366,465 1,006,900 SH SOLE 1,006,900 0 0
SPDR SERIES TRUST CALL 78464A870 20,572,500 130,000 SH Call SOLE 130,000 0 0
SPDR SERIES TRUST CALL 78464A870 15,825,000 100,000 SH Call SOLE 100,000 0 0
SUZANO S A SPON ADS 86959K105 13,262,950 1,709,143 SH SOLE 1,709,143 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 87,421,099 183,054 SH SOLE 183,054 0 0
TECK RESOURCES LTD CL B 878742204 20,980,996 352,859 SH SOLE 352,859 0 0
TELEFONICA BRASIL SA SPONSORED ADS 87936R205 1,627,458 123,667 SH SOLE 123,667 0 0
TESLA INC CALL 88160R101 6,309,000 15,000 SH Call SOLE 15,000 0 0
TESLA INC PUT 88160R101 126,180,000 300,000 SH Put SOLE 300,000 0 0
TESLA INC COM 88160R101 126,360,437 300,429 SH SOLE 300,429 0 0
ULTRAPAR PARTICIPACOES SA SP ADR REP COM 90400P101 3,912,633 779,409 SH SOLE 779,409 0 0
VALE S A SPONSORED ADS 91912E105 11,522,565 766,128 SH SOLE 766,128 0 0
VISA INC COM CL A 92826C839 1,698,982 4,952 SH SOLE 4,952 0 0
VISTRA CORP COM 92840M102 36,215,229 228,300 SH SOLE 228,300 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 23,255,811 872,311 SH SOLE 872,311 0 0
WEBSTER FINL CORP COM 947890109 2,145,339 28,073 SH SOLE 28,073 0 0
XP INC CL A G98239109 3,669,297 225,664 SH SOLE 225,664 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 11,713,618 257,612 SH SOLE 257,612 0 0