Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting MERCADOLIBRE INC,MELI,,Sell,58733R102,234149000.0,470381.0,34.703 LINDE PLC,LIN,,Sell,G5494J103,163286000.0,928132.0,24.201 TEMPUR SEALY INTL INC,TPX,,Sell,88023U101,96842000.0,1679249.0,14.353 COSAN LTD,CZZ,,Sell,G25343107,55156000.0,4777315.0,8.175 ELECTRONIC ARTS INC,EA,,Buy,285512109,52534000.0,521231.0,7.786 SIX FLAGS ENTMT CORP NEW,SIX,,New,83001A102,30040000.0,617223.0,4.452 ANHEUSER BUSCH INBEV SA/NV,BUD,sponsored adr,Sell,03524A108,24892000.0,296443.0,3.689 KRAFT HEINZ CO,KHC,,Sell,500754106,9840000.0,301393.0,1.458 VALE S A,VALE,sponsored ads,New,91912E105,7980000.0,611027.0,1.183 COTY INC,COTY,,Exit,222070203,0.0,-98506.0,-0.12 SPECTRUM BRANDS HLDGS INC NE,SPB,,Exit,84790A105,0.0,-353154.0,-2.772