The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| GERDAU SA | SPON ADR REP PFD | 373737105 | 46,200 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| ZALATORIS II ACQUISITION COR | *W EXP 99/99/999 | G9831X122 | 1,333 | 33,333 | SH | SOLE | 33,333 | 0 | 0 | ||
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | 201,300 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| VINCI PARTNERS INVTS LTD | COM CL A | G9451V109 | 209,596 | 19,229 | SH | SOLE | 19,229 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 210,873 | 1,300 | SH | SOLE | 1,300 | 0 | 0 | ||
| VALE S A | SPONSORED ADS | 91912E105 | 223,400 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 271,440 | 3,770 | SH | SOLE | 3,770 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 271,788 | 2,200 | SH | SOLE | 2,200 | 0 | 0 | ||
| JPMORGAN CHASE & CO. | COM | 46625H100 | 303,390 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | CALL | 81369Y900 | 319,057 | 17,002 | SH | Call | SOLE | 17,002 | 0 | 0 | |
| AZUL S A | PUT | 05501U956 | 533,065 | 6,926 | SH | Put | SOLE | 6,926 | 0 | 0 | |
| SPDR DOW JONES INDL AVERAGE | CALL | 78467X909 | 556,500 | 5,300 | SH | Call | SOLE | 5,300 | 0 | 0 | |
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 | 579,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 993,255 | 8,628 | SH | SOLE | 8,628 | 0 | 0 | ||
| NATIONAL WESTN LIFE GROUP IN | CL A | 638517102 | 1,763,143 | 3,548 | SH | SOLE | 3,548 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 2,355,716 | 4,672 | SH | SOLE | 4,672 | 0 | 0 | ||
| SUZANO S A | SPON ADS | 86959K105 | 2,805,559 | 273,180 | SH | SOLE | 273,180 | 0 | 0 | ||
| HASHICORP INC | COM CL A | 418100103 | 3,369,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ADECOAGRO S A | COM | L00849106 | 3,470,496 | 356,680 | SH | SOLE | 356,680 | 0 | 0 | ||
| EQUITRANS MIDSTREAM CORP | COM | 294600101 | 3,783,696 | 291,502 | SH | SOLE | 291,502 | 0 | 0 | ||
| JUNIPER NETWORKS INC | COM | 48203R104 | 4,739,800 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 5,114,408 | 28,078 | SH | SOLE | 28,078 | 0 | 0 | ||
| KKR & CO INC | COM | 48251W104 | 5,880,495 | 55,877 | SH | SOLE | 55,877 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 6,322,947 | 32,719 | SH | SOLE | 32,719 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 7,051,472 | 40,570 | SH | SOLE | 40,570 | 0 | 0 | ||
| STONECO LTD | COM CL A | G85158106 | 7,423,213 | 619,117 | SH | SOLE | 619,117 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 9,901,103 | 846,972 | SH | SOLE | 846,972 | 0 | 0 | ||
| OLINK HLDG AB | SPONSORED ADS | 680710100 | 13,945,484 | 547,311 | SH | SOLE | 547,311 | 0 | 0 | ||
| ARCOS DORADOS HOLDINGS INC | SHS CLASS -A - | G0457F107 | 15,830,163 | 1,758,907 | SH | SOLE | 1,758,907 | 0 | 0 | ||
| NUVEI CORPORATION | SUB VTG SHS | 67079A102 | 18,577,151 | 573,723 | SH | SOLE | 573,723 | 0 | 0 | ||
| AXONICS INC | COM | 05465P101 | 32,681,310 | 486,112 | SH | SOLE | 486,112 | 0 | 0 | ||
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 43,331,953 | 6,438,626 | SH | SOLE | 6,438,626 | 0 | 0 | ||
