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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
XP INC CL A G98239109 249,446 13,121,824 SH   DFND   0 13,121,824 0
MERCADOLIBRE INC COM 58733R102 193,105 233,281 SH   DFND   0 233,281 0
VALOR LATITUDE ACQUISITN COR UNIT 04/02/2026 G9460N114 9,749 987,717 SH   DFND   0 987,717 0
STONECO LTD. COM CL A G85158106 3,106 325,900 SH   DFND   0 325,900 0
MELI KASZEK PIONEER CORP CLASS A ORD G5S74L106 2,925 296,385 SH   DFND   0 296,385 0
VTEX SHS CL A G9470A102 470 127,070 SH   DFND   0 127,070 0
XP INC CL A G98239109 2,509 131,973 SH   OTR 1 0 131,973 0
MERCADOLIBRE INC COM 58733R102 1,933 2,335 SH   OTR 1 0 2,335 0
MELI KASZEK PIONEER CORP CLASS A ORD G5S74L106 36 3,615 SH   OTR 1 0 3,615 0
VALOR LATITUDE ACQUISITN COR UNIT 04/02/2026 G9460N114 121 12,283 SH   OTR 1 0 12,283 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 5,163 2,257 SH Put DFND   0 2,257 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 6,587 2,893 SH Put DFND   0 2,893 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,639 1,479 SH Put DFND   0 1,479 0
ISHARES INC MSCI BRAZIL ETF 464286400 1,682 18,480 SH Put DFND   0 18,480 0
ISHARES INC MSCI BRAZIL ETF 464286400 5,322 36,960 SH Call DFND   0 36,960 0